Our Partnerships

Trusted advice goes beyond our team

Our Partnerships

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All-in financial service tailored to you

We’re all about making your life easier. Often, that means calling on professional advisers from outside our area of expertise, so we can provide exceptional service for all your lifestyle and financial planning needs. Why deal with different companies for different aspects of your finances when First Wealth has you covered?

Of course, it works both ways, and the professional businesses that we recommend, recommend First Wealth in return. It all adds up to providing you with an award-winning, all-in financial service that’s tailored to your needs. So, if you need accountancy or legal advice, talk to us – we can help.

Rakesh Patel, Senior Accountant, Adler Shine

Stephanie Levin, Head of UK Outsourcing, Blick Rothenberg

How we can help

Corporate planning, protection and investment.

Estate and Inheritance Tax planning.

Divorce planning.

Financial planning, protection and investment for business.

Financial planning with Power of Attorney.

Investment management for Trustees.

Commercial property purchase via SIPP and SSAS.

Our Awards

UK Platform Awards | Leading Adviser Practice 2019, 2017 and 2015

New Model Adviser London | Adviser of the Year 2016

Institute of Financial Planning | David Norton Building Excellence Award 2015

Money Marketing | Small Adviser of the Year 2015

Portfolio Adviser | Best Cautious Portfolio Manager (Gold) 2014 and 2013

Portfolio Adviser | Best Absolute Return Portfolio Manager (Gold) 2014 and 2013

Portfolio Adviser | Best Balanced Portfolio Managers (Gold) 2013

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