Measure wealth by wellbeing®

Welcome to First Wealth

Our Services

From scaling to exit, using our expertise to help bring your vision to life.

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A partner for your personal planning, helping you protect what matters.

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Protecting your financial future so you can do more of what matters most.

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Not your average financial advisers

Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management.

First Wealth exists to help you do just that. We’re on a mission to improve your financial wellbeing and happiness by helping you live life on your terms. We’ll work with you to identify what you want out of life and create a plan to get you there.

Which leaves us with one question, what else do you want to do with your life?

About us

We're the Chartered Financial Planning Firm of the Year

In November 2021 First Wealth was named Chartered Financial Planning Firm of the Year by the Personal Finance Society. This is the Champions League of awards for our profession and we couldn’t be more proud! To be recognised for the services we provide to our high-net-worth clients, Financial Planning, Wealth Management and Financial Coaching is fantastic.

The judges commented “First Wealth proved genuine client centricity, unparalleled investment in its people and an ongoing quest for innovation and improvement.”

We're a Certified B Corp

First Wealth is a Certified B Corp; a business for good that balances profit with the environment, our clients, our community, how we run the business and the needs of our team.

We founded the company in the aftermath of the 2008 financial crisis – on the premise that there had to be a better way of doing things.

Our purpose
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First Wealth (London) Limited does not endorse the linked website or any of its contents, and is not responsible for the accuracy of the information contained within it.