Client Stories

Meet Antony and Patricia

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“Nobody wants to be the richest man in the graveyard.”

Antony
Client since 2017

Antony and Patricia's story

Patricia is a part-time nurse and a first-class baker. I can personally vouch for the brilliance of her famous Victoria Sponge!

Antony has just recently started in a new role within a global biopharmaceutical company and is also a public Governor at an NHS Foundation Trust. He also does a little executive coaching.

Antony and Patricia initially approached us to organise their financial affairs. What they discovered was far more life-changing.

Our discussions highlighted more travel as a big life ambition, and the plan identified that additional expenditure would not impact on their long-term financial success and security. Antony and Patricia kicked things off with a fantastic trip to Botswana last year! We also showed them how they could gift more than they thought in order to assist their family.

It is great to see Antony and Patricia living life to the full. It’s made our job easier, knowing that our small influence has helped the whole family.

Antony describes First Wealth as clever, lovely people.

Patricia describes First Wealth as modern, trendy and knowledgeable.

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.

Retirees

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!