At First Wealth, we believe true wealth is about achieving a life
of purpose, security, and fulfilment. We look beyond the
numbers to align positive outcomes across your monetary,
mental, emotional, and relational wellbeing
I founded First Wealth because I realized that even a plan that looks perfect on paper can fail to answer the most important question: What kind of life are you actually trying to build?
True wealth isn’t just a number on a spreadsheet; it is about having the clarity to know when your money is working harder than you are. We built this firm to help you move beyond ‘chasing returns’ and focus on what those returns actually allow you to do for the people and places that matter most.
Anthony VillisFounder & Managing Director
1. What Matters Most
What are the top three things that bring you the most joy and fulfilment in life?
The foundation for long-term satisfaction is the alignment between your finances and your values and life goals. This pillar is about defining what truly brings you joy and purpose – prioritising intrinsic goals, such as relationships, over extrinsic ones like status.
By clearly identifying your short and long-term aspirations, you can create a financial roadmap that offers personal freedom and control.
2. The
Curveballs
Have you considered how a financial shock (illness, job loss, economic downturn) would impact you?
True financial resilience means being prepared for the unexpected, such as illness or economic downturns. This pillar focuses on mitigating risks through legal protections like wills and powers of attorney, as well as maintaining an emergency fund of three to six months’ expenditure.
Appropriate insurance coverage ensures your income and assets remain intact, acting as a safety net during challenging times.
3. The Plan
What would financial security look like for you in 5, 10, or 20 years?
A structured financial plan is a powerful tool that provides the clarity, comfort, and confidence essential to financial wellbeing. It encourages good habits, such as budgeting and saving, while deepening your financial literacy.
By balancing your assets, income, and spending, a flexible plan empowers you to anticipate future needs, handle challenges, and reduce anxiety.
4. Financial
Independence
Have you calculated 'your number' - the amount of money you need to live comfortably without financial worry?
Financial independence is about empowerment – living a life of freedom and purpose, free from financial anxiety. It begins with calculating ‘your number’, the amount needed to comfortably cover your lifetime spending.
With a diversified investment portfolio and regular reviews, you gain the flexibility to pursue passion projects, philanthropy, or family time without the pressure of earning an income.
5. Loved
Ones
How openly do you discuss finances with your family?
Supporting the people you care about is a key driver of wellbeing, requiring open intergenerational communication and legacy planning. This involves preparing the next generation for financial responsibility and ensuring elderly parents are supported.
Tools like family mission statements help establish shared values, fostering emotional satisfaction and economic stability for the whole family.
6. Impact
Beyond wealth, what kind of impact do you want to have on your community and the world?
Financial wellbeing extends beyond personal wealth to the impact you make on society. This pillar aligns your finances with your values through philanthropy, community support, and impact-driven investments.
Whether through structured giving or socially responsible investing, using your wealth to contribute to broader societal wellbeing fosters a deep sense of purpose and life satisfaction.
Wealth by wellbeing in practice
What Matters Most
The
Curveballs
The Plan
Financial
Independence
Loved
Ones
Impact
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Balancing profit with purpose
Our B Corp certification means we’re legally bound to balance profit with impact — on our team, community and environment. We apply that same thinking to your finances, helping you grow wealth that stays aligned with the legacy you want to leave behind.
Financial success doesn’t always lead to financial wellbeing. While your bank balance might look strong, there are often hidden blind spots in your planning that create quiet anxiety.
Our 16-question assessment moves past the spreadsheets to measure how you actually feel about your money. In only five minutes, you’ll identify exactly where your plan is thriving and where it needs more clarity.
If you need wealth management support, let’s talk. We offer transparent fees, award-winning performance, and a commitment to putting your wellbeing at the heart of every decision.
If you are looking for a career that balances professional excellence with a fun, joyous culture and a commitment to making a positive impact to your clients and the world, we’d love to hear from you.
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.
