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The Team Behind First Wealth

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

Managing Director

Anthony Villis

Robert Caplan

Claire Phillips

Kerry Burgess

Robert Schwarz

Scott Millar

Robert Bell

Daniel Evans

Humaira Chowdhury

Zoe Raynsford

Caroline Johnpulle

Ivor Mordecai

Stuart Lyall

Sam Hurst

Frazer Cronin

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

Careers

Managing Director

Anthony Villis

Our Managing Director, Anthony, has an impressive list of qualifications: Chartered Financial Planner, Certified Financial Planner, Investment Management Certificate, and BSc Economics. But the role he’s most proud of is being a dad to his beautiful daughter, Lux. As one of our founders, Anthony’s career highlight to date has been winning the coveted Money Marketing Small Adviser of the Year 2015 award. Anthony is working toward achieving his dream of moving to a country home within reach of London, and owning a holiday home in the South West so he can teach Lux how to surf.
anthony@firstwealth.co.uk | 0782 798 9093
Financial Planning Director

Robert Caplan

Robert began his career as a Financial Adviser, moving quickly to the ranks to become a Partner at his previous firm, before joining Anthony to create First Wealth in 2009. His career highlight to date has been when First Wealth was awarded Money Marketing Small Adviser Firm of the Year in 2015. As someone who ‘lives in the moment’, Robert is a big advocate of creating a lifestyle that balances family, friends, personal interests and work. His dream is to own a bigger boat, and he lives by the maxim: ‘Never get so busy making a living that you forget to make a life.’
robert@firstwealth.co.uk | 0777 377 4381
Compliance Director

Claire Phillips

Claire joined us in 2010. She is a Fellow of the Chartered Insurance Institute, a Chartered Financial Planner and a Certified Financial Planner. Prior to joining First Wealth, Claire worked as a Senior Paraplanner, and held pension roles with national firms and the regulator. Her goal is to support the growth of First Wealth so we can help as many people as possible – and her most rewarding career moment to date was being made a Partner. A keen runner, Claire is currently focused on hitting new personal bests for 5km and 10km.
claire@firstwealth.co.uk | 0794 114 6137
Practice Manager

Kerry Burgess

Having worked in financial services for 20 years, we were all very excited when Kerry joined us in January 2017. Holding a Diploma in Financial Planning and a Certificate in Mortgage Advice, Kerry has a wealth of experience and is integral to the further development of our team to ensure we reach our company goals. When she isn’t throwing herself into her work, Kerry likes nothing more than spending some quality time with her husband and three children, especially enjoying the great outdoors together.
kerry@firstwealth.co.uk | 07469 876 689
Financial Planner

Robert Schwarz

Rob joined First Wealth in April 2017 as a Technical Assistant and is now a Financial Planner. He spent a few years working with expats and foreign nationals in Zurich, prior to returning to advise in the UK in 2016. Aside from weekends spent skiing in the Swiss Alps, he was responsible for developing long-term relationships with new clients. Rob’s bucket list includes diving with sharks in South Africa and becoming a Chartered Financial Planner.
Robert.schwarz@firstwealth.co.uk | 07495 783004
Financial Planner

Scott Millar

Scott joined First Wealth in 2018 as a Financial Planner. Scott takes the time to get to know his clients by establishing their aims, objectives and priorities allowing him to develop long-term client relationships. This is shown by his previous experience of advising clients repatriating to the UK by guiding them through times of transition and change, creating confidence and providing clarity. A keen golfer, his ambitions are to play off scratch and to achieve chartered status within his profession.
scott@firstwealth.co.uk. | 07704 153095
Chartered Financial Planner

Robert Bell

Rob graduated from the University of Hull with a Master’s degree in Chemistry. Rob joined First Wealth at the start of 2018 as a Technical Analyst and has recently achieved his long-term goal of becoming a Chartered Financial Planner. Rob has seen first-hand the difference a genuine financial plan can make to people’s lives, and wants to extend this to his clients to support them in achieving their life goals. Rob enjoys staying busy with his favourite hobbies including hiking in the Scottish mountains and Scuba diving. He spent time travelling South East Asia and Australia where was able to tick cage diving, a bungee jump and getting a perfect view of the Milky way off his bucket list! Rob’s next goal is to achieve Fellow status.
Robert.bell@firstwealth.co.uk
Head of Technical

Daniel Evans

Dan joined First Wealth at the end of Summer 2018 as a Technical Analyst. Having previously worked for a firm that specialised in life planning, he approached First Wealth directly when the time came for him to move to London after hearing about the great work that they do for their clients. Dan believes that proper financial planning should ensure that clients are living their lives to the fullest and that their plan is tailored to their specific needs. In his spare time, Dan likes to travel, write and spend time with his family and friends as often as possible. Dan aims to become Chartered by the end of 2019.
daniel@firstwealth.co.uk
Head of Client Relationship Management

Humaira Chowdhury

Humaira joined us in May 2017 after previously working in protection insurance for 3 years. As well as working towards her DipPFS she is keen on developing into a client relationship role which embraces First Wealth’s core values and looking at opportunities to constantly improve relationships with new and existing clients. She has joined at a very exciting time and is looking forward to the growth and success of the company. Humaira has a YouTube channel showcasing her fondness for all things beauty and fashion as well as “vlogging” fun things she gets up to. Growing up in Essex she will always have a soft spot for the countryside and although she adores the city, she loves getting away anywhere hot!
humaira@firstwealth.co.uk
Client Relationship Manager

Zoe Raynsford

Zoe has been part of our team for nine years. She has a Certificate in Financial Planning and has previously worked at Aviva and Friends Provident. Zoe has loved being part of the successful evolution of First Wealth, and her next professional step is to gain further diploma qualifications. Her caring nature and thoughtful character are shown both in the workplace with her colleagues and at home with her family.
zoe@firstwealth.co.uk
Technical Analyst

Caroline Johnpulle

Caroline joined us in 2018, having recently moved to London after living in Asia and Canada. She is currently studying towards her diploma in Regulated Financial Planning, with the goal of advising expats with their finances. In her downtime, she enjoys cooking and tasting new cuisines, travelling and practising Ashtanga yoga.
caroline@firstwealth.co.uk
Technical Analyst

Ivor Mordecai

Ivor joined First Wealth in November 2018. With a background in education, he is excited to dive into the fast-paced world of Financial Services. He is currently working towards a Diploma in Regulated Financial Planning, with the ambition of becoming a Chartered Financial Planner. In his spare time, Ivor enjoys spending time with his young daughter, sampling Single Malt whiskies and travelling. He plans to take a trip around southern India in the next few years, when he is not busy studying for exams!
ivor.mordecai@firstwealth.co.uk
Client Relationship Manager

Stuart Lyall

Stuart joined First Wealth early in 2020 as a Client Relationship Manager. He is excited to start a new career in the financial services and is busy studying the Diploma for Financial Advisors. Stuart is married to Jess and has 3 children that keep him very busy! Where time allows, he enjoys keeping fit, watching as much rugby as he can and is currently learning to ride a motorbike. He is excited to start a new career in Financial Services and is now celebrating achieving the Diploma for Financial Advisors.
stuart.lyall@firstwealth.co.uk
Client Relationship Manager

Sam Hurst

Sam joined First Wealth in June 2020, having finished his BSc Business Management and Finance degree at Swansea University. Having undertaken a Summer Internship with First Wealth in 2019, he returned to University to complete his final year. At University, Sam held the role of President of the Swansea University Investment and Finance Society, allowing him to develop his public speaking and networking skills, among others. He is keen to complete his CII Level 4 Diploma by April 2021 and move a step closer to becoming a financial adviser. Outside of his work and studies, Sam likes to keep fit and play as much golf as possible!
Samuel.Hurst@firstwealth.co.uk
Client Relationship Manager

Frazer Cronin

Frazer joined First Wealth in September 2020 after working in in the Travel and Tourism Industry in a Business Development role. Frazer wanted to combine his passion for financial wellbeing with his professional life, so decided to make the transition across to First Wealth and join the team on our mission to help clients live more fulfilling lives. Previously, Frazer graduated with a Marketing degree after attending a university in the US and gaining a full scholarship to play soccer (football) whilst studying. He is now looking to achieve a Diploma in Regulated Financial Planning by the end of 2021.
frazer.cronin@firstwealth.co.uk

The Team Behind First Wealth

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

Managing Director

Anthony Villis

Financial Planning Director

Robert Caplan

Compliance Director

Claire Phillips

Practice Manager

Kerry Burgess

Financial Planner

Robert Schwarz

Financial Planner

Scott Millar

Chartered Financial Planner

Robert Bell

Head of Technical

Daniel Evans

Head of Client Relationship Management

Humaira Chowdhury

Client Relationship Manager

Zoe Raynsford

Technical Analyst

Caroline Johnpulle

Technical Analyst

Ivor Mordecai

Client Relationship Manager

Stuart Lyall

Client Relationship Manager

Sam Hurst

Client Relationship Manager

Frazer Cronin

HM Treasury Women in Finance Charter

First Wealth are committed to supporting Women in Finance

Managing Director

Anthony Villis

Financial Planning Director

Robert Caplan

Compliance Director

Claire Phillips

Practice Manager

Kerry Burgess

Financial Planner

Robert Schwarz

Financial Planner

Scott Millar

Chartered Financial Planner

Robert Bell

Head of Technical

Daniel Evans

Head of Client Relationship Management

Humaira Chowdhury

Client Relationship Manager

Zoe Raynsford

Technical Analyst

Caroline Johnpulle

Technical Analyst

Ivor Mordecai

Client Relationship Manager

Stuart Lyall

Client Relationship Manager

Sam Hurst

Client Relationship Manager

Frazer Cronin