A Major Milestone: Marlborough Group Invests in First Wealth

At First Wealth, we are passionate about pushing boundaries and redefining what great financial planning looks like. Today, we are excited to announce a significant milestone in our journey – Marlborough has made a strategic investment in First Wealth, marking the beginning of an exciting new chapter. 

Since launching First Wealth in 2009, we’ve built an award-winning Chartered Financial Planning Firm and a Certified B Corp that serves 600 client families, managing approximately £500 million in assets. While we’re incredibly proud of what we’ve built, we believe there’s so much more we can achieve. This investment enables us to push forward with our vision of Measuring Wealth by Wellbeing, helping our clients gain control, clarity, and confidence in their financial futures. 

This partnership will allow us to recruit additional talent, invest in cutting-edge technology (including AI), and expand First Wealth Private Office, which provides bespoke solutions for high-net-worth individuals. Additionally, we will be enhancing our client engagement, creating more opportunities for networking, education, and proactive financial planning. 

We chose to partner with Marlborough because of their entrepreneurial spirit, deep industry expertise, and shared commitment to delivering outstanding client outcomes. Marlborough manages £18 billion in assets and has been a trusted name in investment management since 1985. Their investment in First Wealth is a strong vote of confidence in the future of financial planning and our shared belief in delivering exceptional service. 

For our clients, this investment means greater access to expertise, innovative technology, and a more proactive financial planning experience. It also allows us to evolve our evidence-based investment solutions while keeping costs low. 

We’re incredibly excited about this next step and look forward to sharing more with you in the coming months. If you’d like to discuss how these changes could benefit you, don’t hesitate to get in touch. 

FAQs

What’s happening? 

Marlborough has taken a 20% minority stake in First Wealth, supporting our ambitious growth strategy while ensuring we remain independently owned and a Certified B Corp. 

What does this mean for clients? 

This investment enables us to: 

• Spend more face-to-face time with clients.

• Enhance digital tools for easier engagement.

• Offer more proactive financial planning at key moments.

• Expand client events and networking opportunities.

• Provide enhanced investment solutions with lower costs.

What changes can clients expect in the coming months?  

You can expect enhanced client experiences, improved digital tools, and new opportunities for engagement—while continuing to receive the same trusted financial advice. 

What does this mean for the First Wealth team? 

It’s business as usual, but with an accelerated growth plan. This investment allows us to pay off existing debt, explore new technology, and expand our team. Our mission remains the same, to make a positive impact on the financial planning profession and achieve £1billion of AUM.  

How does this investment impact First Wealth’s investment philosophy? 

Your evidence-based investment approach remains the same, focusing on long-term data driven strategies that deliver the best outcomes for our clients. The partnership with Marlborough will enhance our investment solutions by providing access to a broader range of options with lower costs, ensuring even greater value for our clients. 

Why are we doing this now? 

We’re ready to scale faster, expand through acquisitions and amplify our impact. We want to continue this with a business that shares our vision, values and commitment to making a positive difference and most importantly shares our entrepreneurial spirit – and that’s Marlborough. 

Who are Marlborough? 

Marlborough is a respected, independently owned investment group managing £18 billion in assets. They share our client-first mindset, entrepreneurial spirit, and commitment to excellence. 

Why is Marlborough investing in First Wealth? 

They see First Wealth as an exceptional business with a bold vision and believe in what we are doing. This partnership strengthens our services, evolving our evidence-based portfolios, with lower costs. 

How does this align with First Wealth’s B Corp Status?  

Our commitment to social and environmental impact, transparency, and accountability remains unchanged. This investment supports our ability to make a greater positive difference through financial planning and education. 

How will this impact First Wealth Private Office? 

We see an exceptional opportunity for growth in First Wealth Private Office, and this investment allows us to further enhance our services for higher-net-worth individuals.

This document is marketing material for a retail audience and does not constitute advice or recommendations. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.