Our Mission

We believe that everyone has the power to achieve the lifestyle they want – for themselves, and importantly, for their family

That’s why we’re here. We aim to inspire ideas, create confidence and give you the freedom to live life. With the ability to tailor our services to meet your exact needs, we’ll help you plan, create and maintain a lifestyle you love.

A Fresh Way Of Thinking

Inspirational lifestyle planning meets expert financial management

We’re driven, dynamic and determined – and we delight our clients with our passion and enthusiasm for what we do. We work hard, but you won’t find us pulling 80-hour weeks or surviving on coffee. Our families and our lifestyle are precious to us – we’re sure you can relate. We know from experience that we’re at our best when we’re practicing what we preach: creating a successful and enjoyable work / life balance. It’s a fresh way of doing business – one that respects and benefits everyone.

Our Values

The Cornerstones of Our Success

We’ve turned the traditional approach to financial planning on its head and created a holistic service that aims to enrich your life – both now, and in the future.

  • Here's How We Do It

    We Inspire
    Ideas


    Our lifestyle planning process helps us identify those dreams that are really important to you. Together, we’ll create a plan to bring your ideas to life. To achieve this, we combine a relaxed and personal approach, proven processes, and forensic attention to detail.

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  • Here's How We Do It

    We Create
    Confidence


    We’re here for the long haul. We want to help you plan and reach your dreams for years to come. Our work comes with the sound reassurance of knowing we’re leaders in our sector. We’re Chartered Financial Planners with many awards from our industry’s most respected organisations. Our service is gold standard, and we consistently use a process that’s results-proven.

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  • Here's How We Do It

    We Give You The Freedom
    To Live Life


    We keep everything simple and easy, so you can focus on what you enjoy doing. For a start, our broad expertise and comprehensive service means there’s no need to deal with multiple specialist advisers – we’re a single partner for all your lifestyle and financial planning and investment management. Should you want us to, we can even liaise with your accountant and solicitor to keep everything running smoothly.

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Our Chartered Status

Proud to be Chartered Financial Planners

Chartered Financial Planners

First Wealth is proud to have been awarded the prestigious title ‘Chartered Financial Planners’ by the Chartered Insurance Institute (CII).

Genuine professionalism has never been so valued or so necessary. The Chartered titles awarded by the CII are steeped in history, but they remain today’s ‘gold standard’ of excellence and integrity. Granted by the Privy Council, the high standard required is currently met by only a few hundred firms across the country.

When you use a Chartered Firm, you know that you are dealing with proven professionals, committed to developing and maintaining knowledge and capability to deliver the highest quality advice.

Chartered firms must also follow a demanding ethical code of practice, placing the clients’ interests at the heart of the advice they give.

A Chartered title is a commitment to an overall standard of customer excellence and professionalism.

Our Pride and Joy

Presenting our latest array of awards

Our ever-growing collection of awards from respected professional bodies is independent verification of the consistently high quality of our service and advice.

  • 2017 - New Model Adviser
    Top 100 Company

  • 2017 - Schroders UK Platform Awards
    Leading Adviser Practice

  • 2016 - New Model Adviser London
    Adviser of the Year

  • 2015 - Institute of Financial Planning
    David Norton Building Excellence Award

  • 2015 - New Model Adviser
    Top 100 Company

  • 2015 - Aberdeen UK Platform Awards
    Leading Adviser Practice

  • 2015 - Money Marketing
    Small Adviser of the Year (Gold)

  • 2015 - Citywealth
    Leaders List (Anthony Villis)

  • 2015 - Professional Adviser
    Retirement Planner of the Year (Finalist)

  • 2014 - New Model Adviser
    Top 100 Company

  • 2014 - Money Marketing
    Small Adviser of the Year (Bronze)

  • 2014 - Portfolio Adviser
    Best Cautious Portfolio Managers (Gold)

  • 2014 - Portfolio Adviser
    Best Absolute Return Portfolio Managers (Gold)

  • 2014 - New Model Adviser
    London IFA of the Year (Runner Up)

  • 2014 - New Model Adviser
    Top 100 Company

  • 2013 - Portfolio Adviser
    Best Cautious Portfolio Managers (Gold)

  • 2013 - Portfolio Adviser
    Best Absolute Return Portfolio Managers (Gold)

  • 2013 - Portfolio Adviser
    Best Balanced Portfolio Managers (Gold)

  • 2019 - Schroders UK Platform Awards
    Leading Adviser Awards

They have a clear goal and they clearly deliver on it too

First Wealth impressed the judges from the professionalism shown in their response, and the business performance to date, right through to the clear expression of their ambitions and potential to become a scalable financial planning business at interview. They have a clear goal: to help clients identify, achieve and maintain their desired lifestyle, without the fear of running out of money, whatever happens. They clearly deliver on it too. There is a huge investment in staff both in terms of developing graduate recruits and supporting existing staff in their professional and personal development. The David Norton Building Excellence Award is all about recognising firms on a journey to be the best - and the judges were happy to support the success of a new, young and dynamic business that is clearly going places.

Ex Institute of Financial Planning Chief Executive, Steve Gazzard

To discuss how we can tailor our services to meet your needs, please get in touch