Plan for the Life YouWant
Your life is complex; your financial plan shouldn't be. Discover the award-winning, evidence-based strategies we apply to help clients grow their wealth and enhance their wellbeing.
Your life is complex; your financial plan shouldn't be. Discover the award-winning, evidence-based strategies we apply to help clients grow their wealth and enhance their wellbeing.
If you want to know how to make the most of the money and assets that you have at your disposal, then I think First Wealth are brilliant.
First Wealth have taken time to understand my situation and where I want to go in life over many many years. They have advised on the best course of action, and supported me when things have changed!
Given the length of time I have been involved with First Wealth, and the success they have achieved in growing my wealth, I have no hesitation in recommending them.
Your financial plan is the most important investment you will ever make, and we treat it with the gravity it deserves. We combine a deep understanding of your life goals with a portfolio strategy designed to deliver market-leading performance.
Financial Planning What do you want your life to look like? Let’s build a personalised roadmap to achieve your.
Wealth Management Our investment approach is based on data and evidence – not speculation and assumptions.
Tax Planning Know the opportunities available to you, and keep more cash by making smarter decisions.
Retirement Planning Plan, fund, and enjoy the retirement you deserve with absolute clarity on when you can stop working.
Intergenerational Wealth Planning Thoughtful planning to transfer wealth to the next generation while minimising inheritance tax.
Personal & Business Protection Protect your family, lifestyle, and business against the unexpected.
From Venture Capital Trusts to Self-Invested Personal Pensions, we offer deep expertise in a range of financial instruments. While we can assist with these specific solutions, we believe they work best when strategically integrated into a broader financial roadmap.
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
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