About Us

First Wealth is certified B Corp; a business for good that balances profit with the environment, our clients, our community, how we run the business and the needs of our team.

We founded the company in the aftermath of the 2008 financial crisis – on the premise that there had to be a better way of doing things.

We’re proud to have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).

This is the profession’s gold standard for financial planning firms and confirms our dedication and commitment to the continuing professional development of all Financial Planners within our business. By working with a Chartered Financial Planning firm, you can be sure you are receiving a highly qualified service.

Our dedicated team of financial planners are located in 6 Broadstone Place, Marylebone, London, a short journey from Baker Street. This prime location gives us the flexibility for in-person and digital consultations that align with your busy work schedule.