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

Personal Finance Awards Logo 2021/22

Chartered Financial Planning Firm of the Year 2020/21

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


Let's talk

Our partnerships with professional advisers lead to planning and advice that’s better integrated, more comprehensive and more tailored to your needs. Find out how we can help you.

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