James Boyle, CFP®, GFP Fellow

Plan First Wealth
Lead Planner
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500 West Putnam Ave, Ste 400 Greenwich, CT 06830
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Professional Details

Countries of Focus

United States, United Kingdom


US/UK Cross-Border Financial Planning, US/UK Wealth Management

Business Description

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.

Ideal Clients
British expatriates living in America
Ways Advisor Charges

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).

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