Specialist financial planning for founders. We help you navigate the 60% tax trap, maximise your exit value, and ensure your personal wealth grows as fast as your company.
B Corporation
Chartered Financial Planners
Financial Planning Firm of the Year 2025
Chartered Financial Planning Firm of the Year
5-star Google rating from 140+ reviews
Smart Tax
Mitigation We look beyond basic dividends to identify every tax relief available to you. From maximizing Annual Investment Allowances to utilizing R&D tax credits, we ensure your business growth doesn’t trigger punitive personal tax liabilities.
Exit Strategy & Valuation Whether you plan to exit soon or not, we help you run your company as a sellable asset. We calculate your number – the precise pot needed to secure your future – so you never sell for less than you need to sustain your lifestyle.
Life After
Exit Are you a serial entrepreneur, an angel investor, or ready to travel the world? We align your exit with your life goals, ensuring your succession plan protects your family and your wealth for generations.
Profit
Extraction We utilise SSAS pensions to purchase trading premises or loan money back to the business. We also implement Relevant Life policies for tax-deductible cover and Shareholder Agreements to protect equity if a key partner leaves.
As a founder myself, I understand that unique mix of adrenaline and anxiety that comes with scaling a business. You’re building something incredible, but you’re also carrying the weight of it all.
At First Wealth, we act as the CFO for your personal life. We don’t just manage your money; we bridge the gap between your business balance sheet and your personal financial freedom. Let us handle the complexity, so you can focus on the adventure.
You might have a profitable P&L, but is your business actually ready for due diligence? Many exits stall or undervalue because of operational risks you can’t see from the inside – from over-dependence on the founder to undocumented processes.
Our diagnostic tools strip away the guesswork, giving you an honest assessment of your exit readiness so you can fix the gaps before a buyer ever sees them.
Investment portfolios ranked
in the top 10% by ARC PCI
Certified B Corp
Chartered Financial Planning Firm
of the Year 2021/22
Founded after the 2008 financial crisis to offer a radically better approach, First Wealth combines our holistic Wealth by Wellbeing philosophy with an award-winning, Evidence-Based Investing framework. This unique formula balances profit with purpose, and has led to our portfolio performance being ranked in the top 10% by the ARC Private Client Indices (PCI).
Trusted financial planner to 700+ families
5 ★ on Google and VouchedFor
Keep Your Wealth
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.
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.
