Trusted Financial Planning For Your Clients

At First Wealth, we provide expert, independent financial advice that helps clients live more freely and plan with confidence. Everything we do is shaped by our core philosophy: measure wealth by wellbeing. That means we help clients define what success looks like for them personally and build a financial plan that supports that vision over time.

When we work with professional partners, lawyers, accountants, corporate finance teams, PE and VC firms, we keep two core aims in mind:

1. To make your life easier 
2. To deliver exceptional financial outcomes for your clients

We’re proud to be a certified B Corp – a business for good that balances profit with the environment, our clients, our community, how we run the business, and the needs of our team. This commitment runs through everything we do, from our client relationships to the way we show up as a partner to your firm.

We want to be the team you trust to handle the financial planning piece, so you can focus on what you do best, knowing your clients are in safe, capable hands.

Our promise is simple: we’ll simplify complexity, reduce anxiety, and provide the kind of joined-up advice that reflects brilliantly on you and your business.

Are We The Right Partner For You?

You’ll enjoy working with us if you care deeply about the service your clients receive.

Our partners come to us because they want consistency. They want peace of mind. They want to work with a financial planning team who will be responsive, collaborative, and proactive, not just when things go well, but when things get messy.

We’re not transactional. We build relationships. If you value long-term trust and want to offer your clients a truly complete, joined-up advisory experience, we’ll get on well.

We’re proud to work with professionals who are:

• Specialists in their field
• Committed to doing the right thing
• Ready to create value beyond the immediate brief

Why Partners Choose First Wealth

It makes your relationships easier.
We work closely with you and your clients to create a joined-up experience. You’ll spend less time chasing loose ends and more time focusing on your core work, knowing we’re handling the financial planning side with care and professionalism.

It’s expected.
Clients increasingly expect their advisers to take a broad, proactive view of their affairs. Even if financial planning isn’t your primary focus, they’ll expect you to flag risks and opportunities. If you don’t, someone else will — potentially weakening your relationship.

It protects your most valuable relationships.
We act as a natural extension of your team, helping you retain key relationships. For transactional clients, we create a pathway to ongoing engagement. For long-term clients, we help deepen loyalty and future-proof the advisory relationship.

It reflects well on you.
We’re known for high-quality advice, a personal touch, and great service. When you refer to First Wealth, you can trust that we’ll take excellent care of your clients, and that the experience will enhance their trust in you.

What Your Clients Can Expect

Our advice is personal, high quality, and completely independent. We support clients across a full range of financial planning needs, including:

• Retirement and pensions planning – helping clients understand when they can afford to stop working and how to get there
• Tax-efficient investing – including ISAs, pensions, GIA portfolios, investment bonds, and VCT/EIS/SEIS solutions where appropriate
• Estate planning and intergenerational wealth strategies – including inheritance tax planning, business relief qualifying investments, and gifting strategies
• Personal and business protection – life insurance, critical illness cover, shareholder protection, key person cover, income protection, and more
• Cashflow modelling – to help clients visualise their future and make informed decisions today

Our investment portfolios consistently perform in the top 10% of their peer group, as independently verified by ARC.

But our real impact is in how we support the whole client journey — with clarity, empathy, and the confidence to act. That’s what builds long-term trust and delivers measurable outcomes.

Join Our Partner Network

We work with a growing group of like-minded professionals across a range of disciplines and we’re always looking to collaborate with new partners.

We believe in creating value beyond referrals. Together, we can:

• Create value with financial wellbeing workshops and specialist planning
• Host joint events and roundtables
• Collaborate on co-branded content and campaigns
• Run webinars or bespoke sessions for your clients and your team
• Specialist referrals – from shareholder protection to VCTs, exits, and wellbeing workshops

Whether you’re looking to enhance your proposition, protect your relationships, or just make life easier, please get in touch. We’re available on 020 7467 2700 and at hello@firstwealth.co.uk.

This document is marketing material for a retail audience and does not constitute advice or recommendations. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.