Trusted advice goes beyond our team
Trusted advice goes beyond our team
We’re all about making your life easier. Often, that means calling on professional advisers from outside our area of expertise, so we can provide exceptional service for all your lifestyle and financial planning needs. Why deal with different companies for different aspects of your finances when First Wealth has you covered?
Of course, it works both ways, and the professional businesses that we recommend, recommend First Wealth in return. It all adds up to providing you with an award-winning, all-in financial service that’s tailored to your needs. So, if you need accountancy or legal advice, talk to us – we can help.
Rakesh Patel, Senior Accountant, Adler Shine
Stephanie Levin, Head of UK Outsourcing, Blick Rothenberg
Corporate planning, protection and investment.
Estate and Inheritance Tax planning.
Divorce planning.
Financial planning, protection and investment for business.
Financial planning with Power of Attorney.
Investment management for Trustees.
Commercial property purchase via SIPP and SSAS.
Chartered Financial Planning Firm of the Year 2020/21
Leading Adviser Practice 2019
Leading Adviser Practice 2017
Adviser of the Year 2016
David Norton Building Excellence Award 2015
Leading Adviser Practice 2015
Small Adviser of the Year 2015
Best Cautious Portfolio Manager (Gold) 2014
Best Absolute Return Portfolio Manager (Gold) 2014
Best Balanced Portfolio Managers (Gold) 2013
Best Cautious Portfolio Manager (Gold) 2013
Best Absolute Return Portfolio Manager (Gold) 2013
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