You won't find the usual financial services stereotypes here! We're real people with real life experience - entrepreneurs with backgrounds as diverse as the armed forces, world travel and the creative industries. If you're passionate about helping people create the lifestyle they've always wanted and you're not afraid to do things differently, 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.
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.
Services
Financial planning goes beyond your assets and what you earn. It's about your values, your life goals - and what needs to happen today to create a better life for tomorrow. Great financial planning creates confidence, security, and freedom to live life to the full. It empowers you to see your financial future clearly.
Evidence - not guesswork - tells us tracking stock markets over the longer term is the best way to invest. Divorce yourself from the mania of the stock market, focus on your plan and grow your finances with confidence. By capturing the returns of the whole market, we create wealth, drive down costs and remove the emotional decision-making of a beat-the-market mindset.
Making sound financial decisions isn't easy, especially at stressful times - like when you are faced with stock market volatility. Your behaviour has far more impact on your investment returns than the make-up of your portfolio. Learn to ride the storm. Ignore the media chatter about the latest crisis, and the political commotion that's enough to panic the most experienced of investors.
First Wealth exists to make a difference in the world. We believe in doing good - not just for our clients, but for society and the world we live in. We set out to build a business that we, and our clients, could be proud to be a part of - and to have fun along the way. At the heart of our business is a drive to make a difference.
We're all about making your life easier. Often, that means calling on professional advisers from outside our area of expertise, so we can provide exceptional service for all your lifestyle and financial planning needs. Why deal with different companies for different aspects of your finances when First Wealth has you covered?
Reviews (10)
Sanjiv Agarwal
Nov 14, 2021
Report
Mark Posniak
Nov 10, 2021
Report
Rob, Robert & Sam are all an absolute pleasure to deal with and have been excellent in helping me manage my investments and with my financial planning for our future.
The team offer practical advice in a clear and easy to understand way. More importantly, they are happy to listen and work with me and give me the time to discuss and debate investments.
Finally - you can only measure a financial adviser by their performance and thank goodness this is where they have excelled the most for me with all my investments doing better than expected.
Thank you!
The team offer practical advice in a clear and easy to understand way. More importantly, they are happy to listen and work with me and give me the time to discuss and debate investments.
Finally - you can only measure a financial adviser by their performance and thank goodness this is where they have excelled the most for me with all my investments doing better than expected.
Thank you!
Poppy Everett
Oct 13, 2021
Report
Since starting work with First Wealth, we have been absolutely delighted with the service that we have received from all the team. Consistently efficient and professional, Scott, Rob and Frazer go above and beyond to ensure that we receive the best possible service and have made a process that would have taken us years had we tried to do it ourselves, much less of a daunting challenge. We look forward to working with the team for the foreseeable future!
Mark Bantleman
Sep 28, 2021
Report
I was initially very sceptical about what First Wealth could do for me, on my first meeting with Rob he was interested in us and our financial concerns for the future, with his help and a careful and informative fact finding exercise he presented us with some very enlightening information and has now made me feel confident and prepared for the future and retirement. Rob is a fantastic guy, very genuine and honest and an absolute pleasure to deal with. Would have no hesitation in recommending him and First Wealth to family and friends.
Zanna Van Dijk
Sep 20, 2021
Report
I've been working with First Wealth for years and can't fault their service. In the beginning I was intimidated by the world of investing and financial planning, but they made it accessible. They are professional, friendly, don't use jargon and are always keen to ensure the best results in the long term.
Robert Sale
Sep 16, 2021
Report
I have been a dentist for 40years and for my last 10 years of work I was forced to go privately and I was at a loss as to how to make pension provisions. The field of financial advice Seemed to be a minefield especially as I had always been a careful saver.
Fortunately I was recommended to First Wealth by my accountant, and have found that their help and advice has been very professional and efficient. This has certainly taken all the stress from my shoulders and made my life easier.
I am very pleased with all the advice given and the immediate response times whenever I have a question.
I feel
Fortunately I was recommended to First Wealth by my accountant, and have found that their help and advice has been very professional and efficient. This has certainly taken all the stress from my shoulders and made my life easier.
I am very pleased with all the advice given and the immediate response times whenever I have a question.
I feel
Deborah Kester
Sep 16, 2021
Report
First Wealth have been supporting us with several elements of our financial affairs for around a year and I am delighted with the service we have received. The advice is always clearly explained and the team are extremely helpful and responsive, no matter how small or minor the query. Particular thanks to Rob, Dan, Humaira, Zoe and Honor who have all worked with us at various points and who have all been brilliant!!!
Michael Heaney
Sep 15, 2021
Report
The team at First Wealth have been superb, their handling and planning of our financial affairs has been second to none, especially in regard pensions and savings options.
Special mention to Scott, Rob and Frazer - excellent service.
I have marked the Good quality and Good value buttons, but believe that understates the difference they have made to our planning.
Special mention to Scott, Rob and Frazer - excellent service.
I have marked the Good quality and Good value buttons, but believe that understates the difference they have made to our planning.
Paul C.
Sep 14, 2021
Report
The guys at First Wealth really helped me out.
I had a pension set up a long time ago by a family friend and I’d just forgotten about it, it hadn’t been managed or looked at for years.
Ant sat me down and went through all the options and choices and gave his opinion on what I should do.
It’s safe to say my pension is now working incredibly well and its in such a better financial position then it was 12 months ago.
Highly recommended
I had a pension set up a long time ago by a family friend and I’d just forgotten about it, it hadn’t been managed or looked at for years.
Ant sat me down and went through all the options and choices and gave his opinion on what I should do.
It’s safe to say my pension is now working incredibly well and its in such a better financial position then it was 12 months ago.
Highly recommended
Gary Hicks
Sep 11, 2021
Report
I have been using First Wealth for my pension portfolio and future tax planning retirement inheritance issues for many years, I briefly left to go to another advisor, but came back as they proved far superior in so many ways, I find them so easy to talk to & deal with, with nothing to much trouble. I recently made a tax free withdrawal from my pension which they carried out on my behalf, with absolutely no fuss,
They are a Family based firm that cares for its clients and I would thoroughly recommend their services.
They are a Family based firm that cares for its clients and I would thoroughly recommend their services.
