Trusted wealth 
management for a
 hassle-free retirement

For retirees

Trusted wealth 
management for a
 hassle-free retirement

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Enjoy retirement without financial worry

This is your time to stop working and start living. Whether you choose to spend your time travelling, having fun with your family, giving back to your community or even helping an entrepreneur along the path is up to you. We’ll guide you every step of the way – helping you strike the balance between protecting your finances and enjoying a fulfilling retirement.

You want to enjoy life
knowing your finances
are in safe hands.

You want to protect 
your assets without 
impacting your plans.

You want expert 
advice and guidance, 
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 retirement, 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.