First Wealth grows its financial planning team with three new appointments

We have appointed three financial planners: Henry McPherson, Sami Beck and Rob Edwards. The hires add advisor and specialist financial planning capacity as the firm continues to grow.

Henry McPherson joins as a Chartered Financial Planner from Lloyds Wealth (formerly Schroders Personal Wealth), where he spent five years as a Personal Wealth Adviser working with mass-affluent and high-net-worth clients across investments, pensions, protection and estate planning. He started his career at Octopus Investments and The Penny Group before joining Schroders Personal Wealth in 2021. Henry focuses on retirement planning, tax-efficient investing and long-term financial independence, and holds Chartered Financial Planner status with the Chartered Insurance Institute.

Sami Beck joins as a Chartered Financial Planner from Oak Private Wealth, where he advised clients for more than three years. He specialises in retirement, helping clients turn a lifetime of saving into a sustainable income. Sami began his career at AJ Bell, where he built a technical grounding in pensions, and later led the paraplanning team at Acuity Professional Group. He achieved Chartered status in 2022 and became a Fellow of the Personal Finance Society in 2023.

Rob Edwards joins as a Chartered Financial Planner, having previously worked at Mercer, where he advised clients on wealth management and investments for over seven years. Rob specialises in working with individuals and families navigating retirement planning in a tax-efficient way, as well as inheritance tax planning and lifestyle-oriented financial planning.

Anthony Villis, co-founder and Managing Director of First Wealth, said:

“As we grow, we want planners who share our belief that wealth should be measured by wellbeing, and who have the experience to put that into practice. Henry, Sami, and Rob bring deep experience of retirement planning, which is where a lot of our clients want the most support.”

First Wealth is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112.

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