Diversity and Inclusion

People are at the heart of our business, and everything we do – and our differences as individuals add value and richness to our team. We’re building and supporting a team of individuals with a wide range of experience and abilities to create a diverse and inclusive workforce.

We’re on a mission to create an inclusive culture that embraces diversity of thought, gender identity, age, ethnicity, religion, nationality, colour, sexual orientation, educational background, socioeconomic status, and opinion.

The financial services sector isn’t known for being particularly diverse – and that’s an understatement. We believe that can change. We’re leading the way by modelling an inclusive approach that reflects the society we live in – and that other financial services companies can follow.

We strive to support the needs of each person within our team, and to provide an inclusive, positive and creative environment that’s suited to their requirements. Our flexible approach means everyone gets to choose how they balance the important things in life – such as childcare, personal health, and wellbeing – alongside building a rewarding career.

We grow trust within our team – and with our clients, stakeholders and suppliers – through radical transparency: from our company financials to our future plans. This culture of openness helps us to continue being a responsible employer; somewhere that people truly look forward to coming to work every day.

“I was born in Surrey and my mother’s family are originally from the Caribbean. It’s important to me to be a part of the movement towards a more diverse landscape for financial services – it’s largely what drove me to apply for a role in the profession in the first place.

“Joining First Wealth has given me the chance to have a greater impact, not just within our business, but the wider profession. We’re passionate about improving our diversity and inclusion policy and I believe we can learn – and achieve – a lot from the collaboration.”

Phoebe Ellis, Client Relationship Manager

Read our full Diversity and Inclusion Statement here

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