Financial planning for your clients
At First Wealth, we provide expert, independent financial advice that helps your clients live more freely and plan with confidence.
At First Wealth, we provide expert, independent financial advice that helps your clients live more freely and plan with confidence.
We’re proud to be a Certified B Corp – a business for good that balances profit with the environment, our clients, our community, how we run the business, and the needs of our team.
Everything we do is shaped by our core philosophy: Measure Wealth by Wellbeing. That means focusing not just on money, but on what it enables – freedom, security, and impact.
We support a wide range of professionals across sport, media, and entertainment. Whether you’re just starting out, already established or starting to think about life after the spotlight, our advice adapts to your needs and stage of career.
Enhance your client service with financial planning that works alongside your legal advice, helping clients put wealth, succession, and protection strategies into action.
Extend your tax expertise with financial planning that helps clients structure, grow, and protect their wealth more effectively.
Protect and enhance deal value with financial planning that supports shareholders and management before, during, and after the transaction.
Support portfolio companies and founders with financial planning that protects key people, aligns shareholder interests, and secures long-term value.
Our clients trust us to lead – simplifying and protecting their financial lives with care and expertise. We go beyond traditional advice, coordinating with agents, lawyers, and accountants to deliver a joined-up strategy that supports every part of their life and career.
Independent, expert financial planning tailored to the individual
Top 10% portfolio performance, independently verified by ARC
Advice across retirement, estate planning, protection, investing, tax planning, and more
A joined-up experience that reflects well on you and enhances your client relationships
Cashflow modelling that helps clients understand their future
NPS score of 93+, and over 120 Google reviews, supporting the excellent service we deliver to clients.
Our close working relationships with both you and the client enable a quicker, smoother process. Less chasing. More joined-up thinking.
Even if financial planning isn’t your core focus, clients expect you to highlight risks and opportunities. If you're not, someone else will.
Working with a trusted planning partner helps solidify ongoing client relationships – and supports repeat business from transactional clients.
Poor financial decisions – or no decisions at all – can damage trust. We help your clients avoid these risks and ensure your reputation stays protected.
We work with a fantastic group of like-minded professionals and are always keen to grow that network.
We’re here to build relationships that deliver lasting value for you and your clients. If you’d like to explore working together, we’d love to talk.
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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.