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.
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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.Contact Us
Our Managing Partner, 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 email@example.com
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.’firstname.lastname@example.org
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 email@example.com
Jamie joined us in 2013 and is a Chartered Financial Planner, though in a former life, Jamie designed the Speedo underwater MP3 player. He enjoys working with clients to identify what is important to them, and then finding ways to make the important achievable. Clearly a man of many talents, he’s also passionate about London living and enjoys visiting the capital’s football stadiums, art galleries, restaurants and live music firstname.lastname@example.org
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.email@example.com
Agnieszka brings eight years’ experience in Financial Services with her to First Wealth, gained across a variety of roles. She holds a DipPFS in Regulated Financial Planning, and a Master of Arts majoring in politics. With us since 2016, she enjoys working toward becoming Chartered, tackling challenging cases and helping clients stay financially organised. She loves the cultural, musical and social opportunities that life in London brings, and makes a point of travelling to somewhere exotic at least once a firstname.lastname@example.org
Zoe has been part of our team for 9 years, working closely with Robert as a Paraplanner. 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 is shown both in the workplace with her colleagues and at home with her email@example.com
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 firstname.lastname@example.org
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
Jessica brings over three years’ experience in Financial Services with her to First Wealth. She holds the Certificate in Financial Services and a degree in Management and Marketing from The University of Manchester. She looks forward to working towards further diploma qualifications. Jessica has enjoyed traveling to many parts of the world including South America, South East Asia and the Middle East; she loves exploring new and exciting places and immersing herself in different cultures. She is originally from the Lake District and loves escaping the city at weekends, going home and spending time with her family in the email@example.com
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 firstname.lastname@example.org
Urte joined us in 2017 as a Technical Assistant, working closely with Jamie. Prior to First Wealth she worked for a city based IFA firm gaining essential skills to bring to her current role. She is currently working towards a diploma in Regulated Financial Planning. Urte is fairly new to London and in her spare time likes to explore what the city’s food, art and music scene has to offer. She has a dream of learning Italian and traveling the whole country by car with occasional pit stops in a search of the best email@example.com
Kacie joined us in June 2017, having recently moved to the London area. She brings with her a BA with a double concentration in Spanish and Political Science from Indiana University and a MA in International Relations from the University of Leicester. She is currently working toward becoming a qualified financial adviser, and is particularly interested in the taxation issues facing dual-nationals. As an American from the Midwest, she adds a unique perspective to the First Wealth team. Her goals for the next year include taking a road trip across the United States, completing her exams and finding more time for fiction-writing and firstname.lastname@example.org