Greenwich, CT Office

Plan First Wealth LLC serves British expatriate individuals and families living in the U.S., offering portfolio management, pension transfer consultancy for UK legacy pensions (SIPPs and QROPS), and lifestyle-focused financial planning. The firm delivers both discretionary and non-discretionary portfolio management alongside customized Investment Policy Statements and remote client servicing.

PFW’s investment approach draws on modern portfolio theory and a long-term trading orientation, combined with a “Lifestyle Financial Planning” process to align investments with clients’ life goals; ongoing planning is provided at no additional charge for clients meeting the firm’s AUM threshold. The firm works with third‑party sub-advisers and custodians, and coordinates cross-border tax and accounting support through a formal partnership with MN Tax.

The brochure highlights several features that are uncommon among peers: PFW sponsors a wrap-fee program through Betterment and discloses advertising that includes hypothetical performance illustrations, historical performance results, client testimonials, periodic newsletters, and educational seminars. It has also expanded its disclosed investment menu to include alternative and complex products—such as private equity, private credit, structured notes, buffered ETFs and bitcoin ETFs—indicating a broader and more specialized offering than typically seen at similarly sized supported firms.