The Team Behind First Wealth

We’re driven, determined and passionate about helping you create a life you love

Managing Director

Anthony Villis

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Financial Planning Director

Robert Caplan

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Financial Planning Director

Claire Phillips

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Financial Planner

Robert Schwarz

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Financial Planner

Scott Millar

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Technical Analyst

Clare Ferguson

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Practice Manager

Kerry Burgess

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Technical Analyst

Robert Bell

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Technical Analyst

Daniel Evans

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Client Relationship Manager

Humaira Chowdhury

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Client Relationship Manager

Zoe Raynsford

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Client Relationship Manager

Caroline Johnpulle

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Client Relationship Manager

Ivor Mordecai

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Client Relationship Manager

Joy Lawrence

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HM Treasury Women in Finance Charter

First Wealth are committed to supporting Women in Finance

First Wealth is a proud signatory of the HM Treasury Women in Finance Charter. Our target is to maintain a 50/50 split between males and females within our Senior Management level roles. First Wealth also plan to increase the number of female Financial Planners within the company, towards a 50/50 split. As with any role within First Wealth, we believe there is massive benefit in diversity, so we always recruit and remunerate our team members for the individual skills they can bring to the business, irrespective of their gender. We also understand that our team members have busy lives outside of work, and we actively promote flexible working hours to help with parenting, study or any other life events that need support.

To find out about careers available at First Wealth, visit our Careers page