Talk to an adviser
Contact Us
Log In

Client Stories

Since 2008, we're proud to have helped thousands of families build financial freedom and live the lives they want. These are some of their stories.

Speak to our team
97/100 Net promoter score
30+ Industry awards won
2008 Serving clients since

Featured Client Story

A deeper look at one of the journeys we’ve been lucky to be part of.

Entrepreneur Business Sale

Meet Josh Katz – turning a decade of hard work into lasting freedom

After years of growing his company, Josh came to us unsure of what life – or his finances – should look like on the other side of an exit. We worked alongside him to map out what mattered, stress-test his plan, and give him the clarity to step into the next chapter.

“What they provide is like, therapy for financial planning.”

Watch the story
image

Find Stories Like Yours

looking ahead to the future after a Management Buyout (MBO)
Business Exit

How a Management Buyout (MBO) Secured Legacy and Future

Here’s how we helped the founders of a family business design an exit via a Management Buyout (MBO) that balanced financial security with preserving legacy. ...
Family Travels Freedom
Financial Planning

Turning Wealth Into Freedom: A Family’s Journey Around The World

  Here’s an example of a family who swapped long hours and stress for freedom, adventure, and connection, and how we helped them turn a...
image
Financial Planning

What a housebuilding boom might do for your money

Is a housebuilding boom on its way? Difficult to say… Housebuilding has never quite equalled our passion for the end product in Britain. We love...
First Wealth Client Stories – Josh Katz
Entrepreneurs

Meet Josh Katz

“What they provide is like, therapy for financial planning.”
First Wealth Client Stories – Andrew McCoig
Entrepreneurs

Meet Andrew McCoig

“I want to retire, be comfortable in my skin, be comfortable about what we are spending and know that at the rate at which we live, nothing’s going to run out.”
First Wealth Client Stories – Imogen Landy
Professionals

Meet Imogen Landy

"If you want to know how to make the most of the money and assets that you have at your disposal, then I think First Wealth are brilliant."
First Wealth Client Stories – Iain Anderson
Entrepreneurs

Meet Iain Anderson

“I think at First Wealth, I’ve got a really strong sense, a trust if you like, that they’re really taking the time to get to know me and they want to put in place a really important plan.”
First Wealth Client Stories – Anthony and Patricia
Retirees

Meet Antony and Patricia

“Nobody wants to be the richest man in the graveyard.”
First Wealth Client Stories – Andrew McCoig
Entrepreneurs

Andrew McCoig – Quick Fire Round

“Not to have to worry about anything is what money means to me.”

Hear From Our Clients in Their Own Words

Short video stories from families we’ve had the privilege of working with.

image

Antony and Patricia

image

Imogen Landy

image

Iain Anderson

image

Antony and Patricia

image

Imogen Landy

image

Iain Anderson

“If you want to know how to make the most of the money and assets that you have at your disposal, then First Wealth are brilliant.”

image

Imogen Landy

Read Imogen’s case study

Trusted Across the Industry

Don’t just take our word for it, here’s what clients say on the platforms that matter.

Google Reviews 5.0 average · 134+ reviews VouchedFor Verified adviser reviews

They were really helpful, after a couople of meetings we were alot clerer about our financial situation and what we needed to do to take more responsibility of our finances and plan for the future. Would definitley recommend them.

Wealth Management
image Roger Webb

I recently had a one-on-one session with Petra to get some clarity around my finances, and I’m so glad I did. From the start, she was not only professional and knowledgeable but also incredibly easy to talk to. She created a space where ...

Tax Planning
image Amanda Medler

I've had a great experience with Ben at First Wealth. He's helped me with investment advice and consolidating my pensions, always taking the time to explain things clearly and explore the best options for me. Easy to get hold of, supportive ...

Wealth Management
image Joshua Phillips

They were really helpful, after a couople of meetings we were alot clerer about our financial situation and what we needed to do to take more responsibility of our finances and plan for the future. Would definitley recommend them.

Tax Planning
image Joshua Phillips

I've had a great experience with Ben at First Wealth. He's helped me with investment advice and consolidating my pensions, always taking the time to explain things clearly and explore the best options for me. Easy to get hold of, supportive ...

Retirement Planning
image Joshua Phillips

Let's Take the First Step Together

Your first meeting is all about you. Together, we’ll look at where you are now, where you want to be, and how to shape a clear plan to get you there. During your initial session, we’ll help you:

image
Step #1

Clarity

Understand what matters most to you and your life goals

Step #2

Insights

Explore the opportunities and challenges in front of you

Step #3

Strategy

Explain how we would structure your personal wealth plan

Step #4

Actions

We’re here to help you – no pressure, no jargon

Speak to an adviser
map
map
6 Broadstone Place, Marylebone, London, W1U 7EN
020 7467 2700

Get More News and Insights Straight to Your Inbox

First Wealth will use the information you provide, to contact you about our products and services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy

You are now leaving First Wealth's website

First Wealth (London) Limited does not endorse the linked website or any of its contents, and is not responsible for the accuracy of the information contained within it.

Accept and continue
Cancel