The first wealth difference

Our Purpose

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.

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.

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Thrive Money

We’re educating the next generation with our Thrive Money brand – designed to help young people become money smart, and to avoid debt and expensive mistakes.

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Women in Finance Charter

We’ve committed to and achieved a 50/50 male–female split in our senior management team, and we’re working hard to encourage more female planners into our profession.

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Financial Vulnerability Taskforce

We’re proud to support the taskforce which promotes greater understanding, encourages appropriate behaviour and establishes good practice in respect of consumer vulnerability.

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We Are Change

We are proud to be sponsoring The Verve Foundation’s ‘We Are Change’ initiative. The initiative  is committed to shouting about the amazing roles in financial services and building career options for those who’d never otherwise considered it.

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Diversity & Inclusion

As the first accrEDIted financial services firm, we’re committed to addressing diversity and inclusion within our business and beyond. And are actively taking steps towards a more inclusive culture across the financial services sector.


Our Impact

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.

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First Wealth's Danielle Sissons and Phoebe Ellis in a meeting

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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.