Measure wealth by wellbeing
About us
First Wealth is a leading, award-winning Chartered Financial Planning firm, dedicated to empowering individuals and families to achieve financial clarity, build wealth responsibly, and live life on their terms. Founded in the aftermath of the 2008 financial crisis, we believe in a different approach to wealth management, one that prioritizes purpose, sustainability, and client-centricity.
Our Vision
Our vision is to revolutionise financial planning and empower individuals to thrive in the pursuit of a balanced and fulfilling life. We believe wealth is more than just numbers; it's about creating a life filled with purpose, happiness, and financial security.
What We Offer
We offer a comprehensive range of services to meet your diverse financial needs, including:
Financial Planning
- Cash flow modelling and budgeting
- Wealth management and investment services
- Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS)
- Sustainability-conscious investing (ESG)
Intergenerational Planning
- Family wealth planning and succession strategies
- Retirement planning and drawdown strategies
- Flexi Access Drawdown and Pension Annuities
Personal Growth & Coaching
- Financial coaching and planning for entrepreneurs and professionals
- Tax planning and Capital Gains Tax (CGT) mitigation strategies
- Inheritance Tax (IHT) planning and mitigation
Our Values
We are guided by core values that underpin our mission and client relationships:
- Client-Centricity: We put your needs and aspirations at the heart of everything we do.
- Sustainability: We advocate for responsible investing that considers the environment, society, and governance (ESG) factors.
- Integrity: We uphold the highest ethical standards and transparency in all our dealings.
- Innovation: We embrace continuous learning and improvement to deliver the best solutions for our clients.
Join Us on Your Financial Journey
At First Wealth, we are committed to empowering you to make informed financial decisions, achieve your goals, and live a life filled with purpose and potential. If you are ready to take control of your financial future, get in touch with us today and schedule a complimentary consultation.
Excellent Service and Professionalism
The reviewers praised the First Wealth team for their exceptional service, professionalism, and friendly approach. Many mentioned that the team members were attentive, knowledgeable, and responsive, making them feel at ease.
Personalized Advice and Guidance
Several reviewers appreciated the personalized advice and guidance provided by the First Wealth team. They felt that the team took the time to understand their life aspirations and tailored their advice accordingly.
Innovative Approach and Client-Centric
Some reviewers commended First Wealth's innovative approach, which prioritizes building relationships with clients and understanding their goals and aspirations.
Responsive and Efficient
Many reviewers praised the team's responsiveness and efficiency in addressing their queries and concerns. They felt that the team was always available to help and provided clear explanations of complex financial matters.
Trust and Recommendations
Several reviewers expressed their trust in the First Wealth team and recommended their services to friends and family. They felt confident that their investments were in safe hands and that the team had their best interests at heart.
