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United States, United Kingdom
US/UK Cross-Border Financial Planning, US/UK Wealth Management
Plan First Wealth is an independent financial advisory firm that provides cross-border experience & expertise, life-centered retirement planning, and US/UK wealth management for British expatriates.
Fee-based AUM
James builds and manages personalized financial plans to help British expatriates living in America achieve their life goals. He is a CERTIFIED FINANCIAL PLANNER™️ and holds Series 7, 63, and 66 (US - FINRA).
Contact this advisor
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