James
Boyle
,
CFP®, GFP Fellow
Lead Planner
at
Plan First Wealth
United States, United Kingdom
Fee-based AUM
Firm Details
Plan First Wealth
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.
(646) 201-4865
james@planfirstwealth.com
Countries of Expertise
United States, United Kingdom
Biography
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).
Specialties
US/UK Cross-Border Financial Planning, US/UK Wealth Management
Billing Types
Fee-based AUM
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