Antony and Patricia's story
Patricia is a part-time nurse and a first-class baker. I can personally vouch for the brilliance of her famous Victoria Sponge!
Antony has just recently started in a new role within a global biopharmaceutical company and is also a public Governor at an NHS Foundation Trust. He also does a little executive coaching.
Antony and Patricia initially approached us to organise their financial affairs. What they discovered was far more life-changing.
Our discussions highlighted more travel as a big life ambition, and the plan identified that additional expenditure would not impact on their long-term financial success and security. Antony and Patricia kicked things off with a fantastic trip to Botswana last year! We also showed them how they could gift more than they thought in order to assist their family.
It is great to see Antony and Patricia living life to the full. It’s made our job easier, knowing that our small influence has helped the whole family.
Antony describes First Wealth as clever, lovely people.
Patricia describes First Wealth as modern, trendy and knowledgeable.