The Team Behind First Wealth

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

Managing Partner and Founder

Anthony Villis

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Partner and Founder

Robert Caplan

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Partner

Claire Phillips

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Financial Planner

Jamie Kyte

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Technical Assistant

Joe Kaitcer

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Technical Analyst

Agnieszka Hejmrot

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Paraplanner

Zoe Raynsford

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Practice Manager

Kerry Burgess

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Technical Assistant

Robert Schwarz

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Technical Assistant

Jessica Udale

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Technical Assistant

Humaira Chowdhury

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Technical Assistant

Urte Orlanaite

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Technical Assistant

Kacie Hagenseiker-Jones

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Work With Us

If you’re passionate about helping people to create the lifestyle they’ve always wanted, and you’re not afraid to do things differently, we’d like to hear from you

We work hard to attract and retain highly qualified, world-class talent. We’re a trailblazing model of excellence within our sector, with a clutch of awards and Chartered Financial Planners status to prove it. We provide our clients with a fresh approach to financial wellbeing.

We recognise that our team is our biggest asset, and we expect the best from our people. In return, we provide competitive remuneration, excellent benefits, and a positive, proactive and energetic company culture.

Sound good? Then please get in touch.

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Graduates

The First Wealth Graduate Academy

We provide high-calibre graduates with the opportunity to grow their skills and progress their career with a multi-award winning company. Successful applicants join us to work alongside some of the best financial planners in the profession, within a supportive and dynamic environment.

To find out more about our academy, please get in touch.

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