Plan First Wealth

Greenwich, Connecticut


Chris’ son and Ross’ brother Richard Taylor is the founder and Director of Plan First Wealth (previously Taylor & Taylor USA), based in Greenwich.

As British expats, Richard and his team specialise in working with people just like themselves. The Plan First Wealth team have deep technical expertise in relation to helping British expats living in America to make the most of their time in the USA – and life in general.

Important note: Other than the family connection, Taylor & Taylor UK (T&T UK) and Plan First Wealth are completely separate entitles and there is no shared ownership between the two firms or their principles. T&T UK and Plan First Wealth do not routinely refer leads or clients to each other, except in the infrequent occurrences of a T&T UK client expatriating to the USA or a Plan First Wealth client returning to live in the UK.

Learn about Plan First Wealth

What our clients say


I have been dealing with Taylor & Taylor for the last 15 years. Their service and approach to retirement advice throughout has been excellent.

Peter A client since 2012


I have been a client of T&T for many years now. I trust them completely to look after my family's wealth.

Jackie A client since 2010


I’ve used Taylor and Taylor for years and always received the best advice and accessibility. I would not use anyone else.

Allan A client since 2008


T&T have provided a high-end, personalised financial relationship which gives me great confidence and stress-free financial support.

Barry A client since 2017


In the four or five years I have dealt with Taylor & Taylor, they have offered me clear, unambiguous advice that has already helped me make a healthy return on my financial investments.

Anna A client since 2016


My family have been using Taylor and Taylor for many years and we have recommended them to friends and colleagues.

Keith A client since 2003


I appreciate the warm, professional and competent way in which you have dealt with me for the last forty years.

Charles A client since 1979


Taylor & Taylor are knowledgeable, professional and are very good communicators.

Lucy A client since 2005


Taylor & Taylor provide a great, truly personal service, using their skill, knowledge and experience to deliver peace of mind.

Don A client since 1989


I have always appreciated the understanding of the situation and the options provided, always listened to the prompt advice offered.

Sara A client since 2003

Speak to a member of our
team today

01204 365 165

Taylor & Taylor Financial Planning, 94 Chorley New Road, Bolton, BL1 4DH