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First Wealth Community | Legacy Event

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“What does Legacy mean to you? #whatmattersmost”

— First Wealth Community

On the 8th November, we welcomed our guests to join us for our inaugural First Wealth Community event – Legacy #whatmattersmost
The evening was a brilliant opportunity for our clients and professional contacts to come together to hear more about the launch of our First Wealth Community, and our plans for the future.

At First Wealth we aim to help our clients answer four key questions:

Am I going to be okay?
Is my family going to be okay?
What do I want to do with my life?
What do I want my legacy to be?

We are looking to host future events under the First Wealth Community umbrella, where we hope to bring more people together to explore the subject of What Matters Most and the importance of building a financial legacy in all its forms.

First Wealth (London) Limited is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority.

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.

Wealth Management

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!