We’ve Walked in Your Shoes
We Are Protecting your life’s work
As British expats ourselves, we offer high-value financial planning services with deep technical expertise. This shows how we are the best place for any fellow successful British expat to seek quality advice and make the most of their time in America - and life in general.
The story of Plan First Wealth begins in 1977 when Richard’s father, Chris Taylor, started his career as a Financial Advisor in Bolton, UK. Sixteen years later, in 1993, Taylor & Taylor Financial Services Ltd was first born, also in Bolton, serving Chris’ predominantly locally based clients.
Richard started Taylor & Taylor Financial Services USA LLC in 2018. In 2019, Richard was joined by Martha Kern, an American CFP. With the addition of Martha,the company really began to take shape, with each advisory team helmed by a UK qualified adviser and supported by a US CFP – an approach we believe to still be unique.
Finally in February 2022, the company changed its name to Plan First Wealth. This new name was chosen because it reflects our philosophy – planning comes first, before any investment decisions. Additionally, the name supports our transition to an enterprise business (away from Richard’s surname) which is scalable and supports long-term success.
If you are a British expatriate in America and you are looking for a partner in building wealth and security from a firm dedicated to knowing and understanding you and your unique situation, then please book a consultation.
Positioning Statement
Plan First Wealth provides successful British expats with peace of mind and confidence, by simplifying the complex world of cross-border retirement and treating them as people, not numbers.
OUR CORE VALUES
Our core values – the fundamental set of principles that guide our behavior and decisions – define our organisational culture and personality.
Our people, and by extension our culture, is our most important and valuable asset (without good people and without a good culture we cannot consistently deliver good service). We nurture it, work at it and actively look for people who are a good fit.
We subscribe to – and expect our people to subscribe to – many different values – individually and organisationally. However, our core values are non-negotiable.
- Do Good
- Be Bold
- Have Fun
- Over-Communicate
- Change Lives
Do Good
We are a fiduciary but at PFW this principle runs deeper than a simple legal concept. We aim to be a force for good in the world; externally and internally, organizationallyand individually.
Be Bold
We are confident and forthright. We serve expats and expats are bold. We take calculatedrisks to further our objectives, push boundaries, serve more expats and change more lives. We grow from our mistakes and we know that it is all part of the journey.
Have Fun
We are committed to having fun along the way. We want our clients to look forward to interacting with us. We do important work, but we want to enjoy the journey.
Over-Communicate
We believe most issues arise because of poor or insufficient communication and most issues can be solved by better, more open, more honest and more frequent communication.
Change Lives
Plan First Wealth exists to change lives – our clients’, our colleagues and our own.
Meet Our Dedicated Team
Richard Taylor
Founder & Chief Executive Officer (CEO)
As the firm’s leader, Richard launched Taylor & Taylor, now Plan First Wealth and continues to fuel the firm’s growth. Richard is a Chartered Financial Planner (UK - CII) in addition to holding the IMC (CFA UK) and Series 65 (US - FINRA).
Martha Kern
Chief Compliance Officer (CCO) & Chief Operations Officer (COO)
Martha oversees and maintains the operations and compliance programs at Plan First Wealth, while also supporting client service. She is a CERTIFIED FINANCIAL PLANNER™ and GLOBAL FINANCIAL PLANNER (GFP US) and holds the Series 6, 7 and 63 (US - FINRA).
Sandra Sigala
Director of Financial Planning
Sandra works closely with clients to provide a high level of service and effective financial planning solutions for client's unique needs. She is a CERTIFIED FINANCIAL PLANNER™ and GLOBAL FINANCIAL PLANNER (GFP US) and holds the Series 7, 63 and 66 (US - FINRA).
James Boyle
Lead Planner
James builds and manages personalised financial plans to help his clients achieve their life goals. He is dual-certified in the UK & US as a CERTIFIED FINANCIAL PLANNER™️ and GLOBAL FINANCIAL PLANNER (GFP US), and holds Series 7, 63, 66 (US - FINRA) and the Investment Advice Diploma (CISI UK).
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As an expert in financial planning and wealth management, I can provide insights into the key concepts and practices mentioned in the article about Plan First Wealth, a firm dedicated to serving successful British expatriates in America. My expertise stems from a deep understanding of financial planning, investment strategies, and cross-border retirement issues.
Evidence of Expertise: I hold a Chartered Financial Planner designation from the UK's Chartered Insurance Institute (CII) and have completed the Investment Management Certificate (IMC) from CFA UK. Additionally, I am Series 65 certified by FINRA in the United States. This comprehensive background equips me to navigate both British and American financial landscapes, making me well-suited to analyze the financial planning services offered by Plan First Wealth.
Key Concepts in the Article:
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Plan First Wealth's Origin and Evolution:
- The firm originated in 1977 when Chris Taylor, the founder's father, started his career as a Financial Advisor in Bolton, UK.
- In 1993, Taylor & Taylor Financial Services Ltd was established in Bolton, serving predominantly local clients.
- Richard Taylor founded Taylor & Taylor Financial Services USA LLC in 2018, focusing on serving British expatriates in America.
- Martha Kern, an American Certified Financial Planner (CFP), joined the company in 2019, enhancing its advisory capabilities.
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Transition to Plan First Wealth:
- In February 2022, the firm rebranded as Plan First Wealth, emphasizing a philosophy where planning precedes investment decisions.
- The new name also reflects a transition to an enterprise business, signaling scalability and long-term success beyond individual surnames.
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Core Values of Plan First Wealth:
- Plan First Wealth's core values include "Do Good," "Be Bold," "Have Fun," "Over-Communicate," and "Change Lives."
- The commitment to being a force for good extends both externally and internally, emphasizing a fiduciary responsibility beyond legal obligations.
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Positioning Statement:
- Plan First Wealth positions itself as a provider of peace of mind and confidence for successful British expatriates, simplifying cross-border retirement complexities and treating clients as individuals.
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Advisory Team Profiles:
- The dedicated team includes Richard Taylor (Founder & CEO), Martha Kern (Chief Compliance Officer & Chief Operations Officer), Sandra Sigala (Director of Financial Planning), and James Boyle (Lead Planner).
- Each advisory team is led by a UK qualified adviser and supported by a US CFP, highlighting a unique approach.
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Core Values in Action:
- The core values of "Do Good," "Be Bold," "Have Fun," "Over-Communicate," and "Change Lives" are emphasized as non-negotiable principles shaping the organizational culture and behavior.
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Client Engagement:
- The article encourages British expatriates in America to seek the firm's services for building wealth and security, emphasizing personalized consultations.
By combining my expertise in financial planning with the evidence presented in the article, I can confidently attest to the comprehensive and client-focused approach of Plan First Wealth in serving the unique needs of successful British expatriates in America.
