020 7467 2700

hello@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

Robert Caplan

Claire Phillips

Joe Kaitcer

Robert Schwarz

Scott Millar

Kerry Burgess

Humaira Chowdhury

Robert Bell

Clare Ferguson

Daniel Evans

Zoe Raynsford

Caroline Johnpulle

Ivor Mordecai

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
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
Financial Planning 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
Financial Planner

Joe Kaitcer

Joe joined us in 2015, bringing with him a First in Financial Services, Planning and Management from Manchester Metropolitan University. He’s currently working toward becoming a qualified Financial Adviser, and his goal is to become a Chartered Financial Adviser and make a positive difference to his clients’ lives. As a northerner, he is new to the hustle and bustle of London, and is enjoying all the city has to offer. In the future, he looks forward to travelling to see the Northern Lights in Iceland and Tornado Alley in the USA.
joe@firstwealth.co.uk
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.
RobertS@firstwealth.co.uk
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
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
Client Relationship Manager

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
Technical Analyst

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 is working towards his long-term goal of being 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, Scuba diving and playing golf badly. 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!
robertB@firstwealth.co.uk
Technical Analyst

Clare Ferguson

Clare joined the company in October 2018 as a Technical Analyst. Working on a one to one basis with Rob Caplan, she provides support in the advice process. Clare started her career with Royal & Sun Alliance as a Private Medical Underwriter before moving into the IFA world that has seen her journey take her from her local town Poole to working in London for the past 12 years. Clare is an advocate of lifetime financial planning and, where relevant, the use of cash flow modelling to empower clients to take control of their financial future and achieve financial independence. She demonstrates a passion and enthusiasm to continue her professional development and to delivering a service that provides clients with comfort and peace of mind that their affairs are looked after to the highest standard. She is a member of the Personal Finance Society and is looking forward to attaining the remainder of her exams that will see her become Chartered. Away from work, Clare likes to live life to the fullest, remaining sociable and in particular enjoys jetting off around the world with her children Olive and Luca.
clare@firstwealth.co.uk
Technical Analyst

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
Technical Assistant

Zoe Raynsford

Zoe has been part of our team for nine years, working closely with Robert as a Technical Assistant. 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 Assistant

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 Assistant

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

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

Financial Planning Director

Claire Phillips

Financial Planner

Joe Kaitcer

Financial Planner

Robert Schwarz

Financial Planner

Scott Millar

Practice Manager

Kerry Burgess

Client Relationship Manager

Humaira Chowdhury

Technical Analyst

Robert Bell

Technical Analyst

Clare Ferguson

Technical Analyst

Daniel Evans

Technical Assistant

Zoe Raynsford

Technical Assistant

Caroline Johnpulle

Technical Assistant

Ivor Mordecai

HM Treasury Women in Finance Charter

First Wealth are committed to supporting Women in Finance

Managing Director

Anthony Villis

Financial Planning Director

Robert Caplan

Financial Planning Director

Claire Phillips

Financial Planner

Joe Kaitcer

Financial Planner

Robert Schwarz

Financial Planner

Scott Millar

Practice Manager

Kerry Burgess

Client Relationship Manager

Humaira Chowdhury

Technical Analyst

Robert Bell

Technical Analyst

Clare Ferguson

Technical Analyst

Daniel Evans

Technical Assistant

Zoe Raynsford

Technical Assistant

Caroline Johnpulle

Technical Assistant

Ivor Mordecai