First Wealth on the road to becoming MM’s Small Adviser of the Year

Anthony Villis • 11.09.15 • < 1 mins

Following our success at the Money Marketing Awards, Mark Sands has written a really nice article about First Wealth winning UK Small Adviser of the Year and what we’re upto within the business.

Check out the article here

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.

Anthony Villis

Anthony is the Managing Director of First Wealth, a financial planning company he set up with Robert Caplan after the financial crisis on the premise that there had to be a better way of doing things. In 2021, First Wealth was named Chartered Financial Planning Firm of the Year, the Champions League of awards in our profession!