Welcome to First Wealth

We’re a financial planning firm and a certified B Corp. We are committed to changing financial futures and our profession for the better. So let’s talk about your financial plan. And what it’s going to do for you.
We're a certified B Corp!

From scaling to exit, helping bring your vision to life.

Learn More

A partner for your personal planning and protecting what matters.

Learn More

Protecting your financial future so you can enjoy life.

Learn More

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 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

Our aim is to help redefine the Financial Planning profession for the better. We’re incredibly proud to be recognised for the high level of quality we provide to our clients across our services of Financial Planning, Wealth Management and Financial Coaching. Thank you to the Personal Finance Society for awarding us the Chartered Financial Planning Firm of the Year award 2021/22.

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

Let's talk

Book a FREE 30-minute Teams call and we’ll answer your questions. No strings attached.

Check Availability

You are now leaving First Wealth's website

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.