Chartered financial 
planning to maximise 
hard-earned assets

For professionals

Chartered financial 
planning to maximise 
hard-earned assets

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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.

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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 2020/21

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

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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.