For professionals
For professionals
We offer award-winning Chartered financial advice to help you maximise your assets, adopt the right money mindset and bring your ideas to life with confidence. Put simply, we’re a safe and trusted pair of hands for your finances. After all, what you earn matters less than what you do with it.
You want financial planning support so you can focus on the things that matter most.
You want to protect your assets long-term and look after your family.
You want advice and guidance you can trust, not the hard sell.
Our three step plan for success is super simple: It’s about getting to know you; building a financial plan to achieve your objectives; and keeping you on track. That’s it.
This is your financial plan; it’s about your life, your family and your long term goals. We set up conversations to understand your objectives and your motivators, built around a process called Life Goals®. This step is about asking questions and identifying the things that matter most to you.
“If you want to know how to make the most of the money and assets that you have at your disposal, then I think First Wealth are brilliant.”
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“I think at First Wealth, I’ve got a really strong sense, a trust if you like, that they’re really taking the time to get to know me and they want to put in place a really important plan.”
Read moreWe’re a financial planning firm and a certified B Corp. We are committed to changing financial futures and our profession for the better. So let’s talk about your financial plan. And what it’s going to do for you.
Chartered Financial Planning Firm of the Year 2021/22
Trusted financial planner to 590 families
Certified B Corp
Driven by purpose, not just profit
Chartered Financial Planning Firm of the Year 2021/22
Leading Adviser Practice 2019
Leading Adviser Practice 2017
Adviser of the Year 2016
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In 2020 Xerox calculated that it saved 92 million miles of driving by allowing its remote workers to avoid commuting. In the same year, a study conducted by Indeed found 57%…
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Our Compliance Director, and Chartered Financial Planner, Claire Phillips, shares what a typical day is like in her role and gives advice for those aspiring to work in the profession.
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First Wealth attained B Corporation (B Corp) certification in August 2020.
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“How much does a financial planner cost?” is a reasonable and obvious first question when deciding how you might better manage your money.
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Financial wellbeing is one of five core elements that make up your overall health and wellbeing.
Read moreFirst Wealth (London) Limited does not endorse the linked website or any of its contents, and is not responsible for the accuracy of the information contained within it.
