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Plan First Wealth
Richard Taylor launched the US arm of his father's UK advisory practice in 2018, later rebranding it Plan First Wealth in 2022. The firm operates from...
Plan First Wealth
Richard Taylor launched the US arm of his father's UK advisory practice in 2018, later rebranding it Plan First Wealth in 2022. The firm operates from Greenwich, Connecticut, but its clients are British expats scattered across the United States. Taylor, a British expat himself, was joined by American CFPs Martha Kern and James Boyle, deliberately constructing a team where every professional has lived the cross-border experience they advise on. The firm delivers financial planning and discretionary portfolio management exclusively for UK nationals living in the US. Its core competency lies in the intersection of two tax regimes — navigating UK pension transfers (including defined-benefit schemes), US-UK estate tax treaties, and pre-immigration planning. Plan First Wealth structures client assets across taxable brokerage accounts, IRAs, and UK-based pensions, maintaining direct visibility into both sides of a household balance sheet. The firm does not publish a list of specific portfolio holdings or fund vehicles. Plan First Wealth discloses no AUM and does not publicly report team headcount. The firm operates a single office in Greenwich and distributes educational content through its "Expat Wealth" podcast and a monthly newsletter. Since its 2022 rebrand, the firm has codified its philosophy that financial planning must precede product selection — a stance reinforced through client seminars and AMA-style webinars. The firm's structural difference is its native dual-qualification model. Rather than outsourcing cross-border questions to external tax counsel, Plan First Wealth maintains both UK and US advisory credentials in-house. This architecture reduces the coordination gap that typically delays expat financial decisions, making the firm function less like a generalist RIA and more like a specialist bilateral planning desk.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
Greenwich, CT, United States
Principals
Richard Taylor
Founder and Managing Partner
Martha Kern
Partner
James Boyle
Partner
Frequently asked questions
Who runs investment decisions at Plan First Wealth?
Founder Richard Taylor serves as Managing Partner and leads the advisory team alongside US-certified partners Martha Kern and James Boyle. The firm operates as a registered investment advisor, with all three partners involved in client portfolio construction. Taylor's father, Chris, ran the family's original UK advisory practice, giving the US firm a multigenerational advisory lineage.
Is Plan First Wealth a single-family office or a multi-family office?
It is neither. Plan First Wealth is a registered investment advisor structured as a boutique wealth management practice serving British expat individuals and families. It does not operate as a family office and does not pool family capital — it provides financial planning and discretionary portfolio management to external clients.
What investment stages or vehicles does Plan First Wealth use?
The firm focuses on liquid portfolio management for individual clients rather than private market commitments. Its website describes discretionary management of assets held across taxable accounts, IRAs, and UK pensions, but does not disclose specific mutual funds, ETFs, or separate account structures. There is no public record of the firm making direct venture, private equity, or fund commitments.
Which sectors or asset classes does Plan First Wealth explicitly avoid?
The firm does not publish a restricted sector list. Its written materials concentrate exclusively on cross-border financial planning — tax treaties, pension transfers, and estate planning — without reference to direct real estate, private credit, or alternative investments. The absence of any mention of private markets implies a liquid-public-markets posture.
How is Plan First Wealth related to the Taylor family's UK advisory business?
Richard Taylor's father, Chris, began advising UK families in 1977. Richard launched the US arm of that family practice in 2018 and later rebranded it Plan First Wealth in 2022. The two entities share a common heritage but operate in separate regulatory jurisdictions, with the US firm functioning as an independent RIA under its own compliance structure.
What is Plan First Wealth's known posture on co-investing alongside external managers?
No information is publicly available indicating that the firm participates in co-investments or manager-directed private deals. Its service description is limited to direct advisory relationships with expat clients, suggesting the firm does not operate a fund-of-funds or club-deal platform.
Does Plan First Wealth maintain any philanthropic or foundation structures?
There is no public disclosure of a philanthropic foundation, donor-advised fund program, or charitable trust connected to the firm. Its published materials are limited to for-profit financial planning and investment advisory services.
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