From scaling to exit, using our expertise to help bring your vision to life.
Learn MoreA partner for your personal planning, helping you protect what matters.
Learn MoreProtecting your financial future so you can do more of what matters most.
Learn MoreFinancial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management.
First Wealth exists to help you do just that. We’re on a mission to improve your financial wellbeing and happiness by helping you live life on your terms. We’ll work with you to identify what you want out of life and create a plan to get you there.
Which leaves us with one question, what else do you want to do with your life?
In November 2021 First Wealth was named Chartered Financial Planning Firm of the Year by the Personal Finance Society. This is the Champions League of awards for our profession and we couldn’t be more proud! To be recognised for the services we provide to our high-net-worth clients, Financial Planning, Wealth Management and Financial Coaching is fantastic.
The judges commented “First Wealth proved genuine client centricity, unparalleled investment in its people and an ongoing quest for innovation and improvement.”
On the 30th October 2024, Chancellor Rachel Reeves delivered the most anticipated autumn budget in years. Shrouded in rumour, leaks and – let’s face it…
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One of our clients said this a few years back when discussing retirement planning. He was quoting his father. He’s right of course. You don’t…
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Founded in 2021, the Verve Foundation, started as an initiative to help those made unemployed due to the Covid-19 pandemic. Now, it has evolved into…
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Small caps tend to do very well for your money over the long run. But they’ve not come out to play in recent years –…
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Cashflow modelling exists to literally ‘Show [you] the money!’ Remember that old film about the ethical sports agent, Jerry Maguire? He must get his only…
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