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A Business For Good

B Corp

First Wealth is an incredibly proud Certified B Corp. B Corp status is awarded to companies that use the power of business to solve social and environmental challenges and make the world a better place.

We are convinced that people no longer want to work for an organisation, they want to work for a cause they care about. We’ve set ourselves the significant challenge of changing the perception of financial services in the UK forever.

Our B Corp Plans

We are committed to being a Carbon Net Zero business by 2030. Each year we fully offset are scope one and two carbon by planting trees as part of the Communitree project in Nicaragua.

We are building a diverse and inclusive team that reflects the wider society that we live in. We strive to the be the change we want to see in our profession.

We continue to evolve our investment solutions so that our clients have a choice between traditional evidence-based investing, ESG (environment, social, governance) investing and impact investing. We will enable our clients to invest in line with their values and to make a positive impact in the world.

2021-2022 Impact Assessment

“To really make a difference in our profession, we need to be more than just a great financial planning firm. We need to transcend financial services and build a business for good to attract ambitious, talented and energetic people to join us.

“We work hard to provide great advice and great customer service; we want our clients as our biggest advocates. We’re a business that looks after its team and respects a healthy work life balance, a business that looks after the environment, governs itself professionally and positively impacts its community. By combining innovation, fairness and fun, we can help shape what a modern financial services business looks like.”

– Anthony Villis, Managing Director

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