B Corp
At the heart of our business is a drive to make a difference. How? By reducing our environmental impact, having a positive effect on society, and shaking up financial services for good –literally.
The first wealth difference
First Wealth exists to make a difference in the world. We believe in doing good – not just for our clients, but for society and the world we live in. We set out to build a business that we, and our clients, could be proud to be a part of – and to have fun along the way.
We have planted 5,216 trees to offset our CO2 emissions..
We have fully offset both our scope 1 and scope 2 carbon emissions, offsetting 1,189.66 tonnes of CO2.
We have an 85% employee engagement score which we assess once a year using Culture Amp software.
Our Senior Management Team is 50% female and 50% male.
We are proud of our ongoing commitment to the Women in Finance Charter.
Our clients have given us a 5 star rating in all our 108 Google reviews.
Our social impact education brand, Thrive Money, helps people who do not have access to financial planning.
Reducing your inheritance tax bill isn’t always straightforward – especially when trusts are involved. One of the trickier areas to understand is how trust planning…
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Trying to understand the rules around inheritance tax is a tough ask. With so many allowances, reliefs and exemptions (that are all subject to change),…
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Retail bonds can offer attractive yields and access to well-known companies, but investors need to remember they’re lending money, not depositing it. What Should Investors Check…
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The world of pensions and investments can be complicated. What exacerbates the problem is that the rules can shift every year, meaning you need to…
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What’s Happened? Well, the Budget dropped early. On the OBR’s own website, no less. Responsible by name, apparently not by nature. We’ve never seen anything…
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