Video testimonials

Expats in their own words: discover how we’ve helped transform stressful financial situations into coherent plans that bring peace of mind.

Paul and Karen
Watch Paul and Karen's story

Current client, not compensated

25/06/25
Andy and Lisa
Watch Andy and Lisa's story

Current client, not compensated

18/06/25
Geoffrey Smith
Watch Geoffrey's story

Current client, not compensated

17/06/2025
Ian Farmer
Watch Ian's story

Current client, not compensated

16/06/25
Sarah and Julian
Watch Sarah and Julian's story

Current client, not compensated

15/08/25
Mark and Stuart
Watch Mark and Stuart's story

Current client, not compensated

25/06/25

Knowledge bank

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.

Blogs

17 Apr 2026

6 reasons why you need a robust investment strategy in retirement

Podcasts

Episode 88

Portugal for American Expats: Golden Visas, Tax Traps and Big Rule Changes
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Guides

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    Any testimonials were provided by current clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonies. The testimonies may not be representative of the experience of other current clients and do not provide a guarantee of future performance, success or similar services.

    Plan First Wealth is a registered investment adviser located in Greenwich, CT. Plan First Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Plan First Wealth’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Plan First Wealth’s website on the internet should not be construed by any consumer and/or prospective client as Plan First Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalised investment advice for compensation, over the internet. Any subsequent, direct communication by Plan First Wealth with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Plan First Wealth, please contact the state securities regulators for those states in which Plan First Wealth maintains a registration filing. A copy of Plan First Wealth’s current written disclosure statement discussing Plan First Wealth’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Plan First Wealth upon written request. Plan First Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Plan First Wealth’s website or incorporated herein, and takes no responsibility, therefore. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

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