PFW & Friends

PFW & Friends

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(Nearly) Every Wednesday, Richard Taylor and James Boyle of Plan First Wealth go live across multiple platforms with a friend, colleague or contact who has something of value and/or interest to share with our community of British expatriates (and future british expatriates) living across America.

If you think you have something of value/interest to share with our constituency of British expatriates in America, please apply to be featured:
https://planfirstwealth.com/live-wednesdays/

Disclosures: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

Recent Episodes

  • UK Pensions as US Resident Discussion (+ Int Property Update) - PFW & Friends - January 2024

    3 months ago
  • 9. Q&A w/Tax Adviser - Simon Misiewicz - 09/13/2023

    7 months ago
  • 8. Cross-Border Planning & Education - Kath Derisson

    8 months ago
  • 7. Foreign Exchange - David Nixon, Currencies Direct

    8 months ago
  • 6. Q&A w/Tax Adviser - Simon Misiewicz

    8 months ago
  • 5. Building Short-Term Rental Portfolio - Blair Glencorse & Nadia Naviwala

    9 months ago
  • 4. US/UK Charitable Giving - Joe Crome & Jason Flynn

    9 months ago
  • 3. UK Property Investment - Richard Bradstock

    9 months ago
  • 2. Q&A w/Tax Adviser - Simon Misiewicz

    9 months ago
  • 1. Financial Planning for Expats on a Visa - Jane Mepham

    10 months ago