Chartered financial 
planning to maximise 
hard-earned assets

For professionals

Chartered financial 
planning to maximise 
hard-earned assets

Watch Video

Your financial planning partner

We offer award-winning Chartered financial advice to help you maximise your assets, adopt the right money mindset and bring your ideas to life with confidence. Put simply, we’re a safe and trusted pair of hands for your finances. After all, what you earn matters less than what you do with it.

Cake illustration

You want financial planning 
support so you can focus on 
the things that matter most.

You want to protect your 
assets long-term and 
look after your family.

You want advice and 
guidance you can trust, 
not the hard sell.

Our process

Our three step plan for success is super simple: It’s about getting to know you; building a financial plan to achieve your objectives; and keeping you on track. That’s it.

This is your financial plan; it’s about your life, your family and your long term goals. We set up conversations to understand your objectives and your motivators, built around a process called Life Goals®. This step is about asking questions and identifying the things that matter most to you.

Why First Wealth

We’re a financial planning firm and a certified B Corp. We are committed to changing financial futures and our profession for the better. So let’s talk about your financial plan. And what it’s going to do for you.

  • trophy2-whiteChartered Financial Planning Firm of the Year 2021/22
  • shield-check-whiteTrusted financial planner to 590 families
  • leaf-whiteCertified B Corp
  • shutter-whiteDriven by purpose, not just profit

Our recent awards

Personal Finance Awards Logo 2021/22

Chartered Financial Planning Firm of the Year 2021/22

UK Platform Awards Logo 2019

Leading Adviser 
Practice 2019

UK Platform Awards Logo 2017

Leading Adviser 
Practice 2017

NMA Awards Logo 2016

Adviser of the 
Year 2016

email svg

Email us

Just leave your name, email and a short message, and a Financial Planner will be in touch.

Email us

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.