About Us


About Us

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First Wealth is 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

We’re proud to have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).

This is the profession’s gold standard for financial planning firms and confirms our dedication and commitment to the continuing professional development of all Financial Planners within our business. By working with a Chartered Financial Planning firm, you can be sure you are receiving a highly qualified service.


Our dedicated team of financial planners are located in 6 Broadstone Place, Marylebone, London, a short journey from Baker Street. This prime location gives us the flexibility for in-person and digital consultations that align with your busy work schedule.


The world of financial services had got it wrong for far too long

It failed to charge fairly and transparently.

It failed to listen – to who you are, and what you really need.

It failed to provide confidence and trust.

Our ambition is to help change the perception of financial services forever. We still have lots to do, but we’re incredibly proud of what we’ve built and the amazing people we work with.

Our Services

Our Team

You won’t find the usual financial services stereotypes here!

We’re committed to helping shape a profession of knowledgeable advisers who are prepared to back you and your future, and we love being that force for change.

Meet The Team

Our Mission

Founded by owners Anthony Villis and Robert Caplan, our mission is to create a fun and joyous financial planning business for the benefit of our clients and our team. We will respect our community, care about our environment, embrace diversity and make a positive impact.

Our brand manifesto

Our awards

Personal Finance Awards Logo 2021/22

Chartered Financial Planning Firm of the Year 2021/22

UK Platform Awards Logo 2019

Leading Adviser Practice 2019

UK Platform Awards Logo 2017

Leading Adviser Practice 2017

NMA Awards Logo 2016

Adviser of the Year 2016

IFP awards Logo 2015

David Norton Building Excellence Award 2015

UK Plat Awards Logo 2015

Leading Adviser Practice 2015

Money marketing awards 2015

Small Adviser of the Year 2015

Portfolio Adviser Awards 2014

Best Cautious Portfolio Manager (Gold) 2014

Portfolio Adviser Awards 2014

Best Absolute Return Portfolio Manager (Gold) 2014

Portfolio Adviser Awards 2013

Best Balanced Portfolio Managers (Gold) 2013

Portfolio Adviser Awards 2013

Best Cautious Portfolio Manager (Gold) 2013

Portfolio Adviser Awards 2013

Best Absolute Return Portfolio Manager (Gold) 2013

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