Picking the right financial planner matters even more when your life spans more than one country. Discover why so many expats have placed their trust in us.
Allow us to be bold: most financial planners can’t address the unique complexities you face as a British expat in America. The cross-border tax implications, pension considerations, and regulatory obstacles demand real expertise, plus empathy for the personal challenges you face.
That’s precisely what you get as a Plan First Wealth client. Experience, transparency, and a genuine commitment to helping you thrive in the US – it’s all part of the service.
Plenty of firms say they work with expats. We built our entire business around them. Three things, in particular, shape how we work and the way we deal with valued clients like you.
Many firms only understand finances on one side of the Atlantic or the other. As our client, you’ll work with experts with a broad knowledge of the regulatory landscape in both the US and UK. That means we know how to help you, and your other professional advisers, stay compliant and maximise your wealth.
Plan First Wealth was founded by expats, for expats. Our founder, Richard Taylor, has personally navigated the same trials and tribulations you face, from moving assets to settling in a new country. It’s this first-hand experience that allows us to provide advice with real empathy, right when you need it most.
The last thing you need as a successful expat is added complexity. Our careful approach ensures you always know what to expect, with no hidden surprises or high-pressure sales. This focus on evidence-based strategies and regular reviews means your plan supports your goals, today, tomorrow, and always.
When you’ve left everything familiar behind to build a life in America, your financial planning needs to work harder. See how our cross-border experience has transformed messy, stressful situations into coherent plans that help expats sleep at night.
Why choose us?Navigate the unique financial challenges of expat life with the help of our free resources. From pensions to tax planning and more, discover insights designed specifically for Brits in America.
Whether you’re ready to begin or want some more information first, we’ve got you covered. Choose the option that suits you best below.
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