Great financial planning can change your life. We exist to inspire ideas, create confidence & give you freedom to live. We take the time to get to know you and what matters most.
What our clients say
First Wealth are well informed, efficient and extremely client centred. I have limited experience in investing but Mr Villis has explained the relative pros and cons of various investment options very well and I have found his financial advice to be responsible and accurate. Above all he has taken into account my own concerns and plans for the future as far as I can predict them.I have had no problems in contacting Mr Villis to discuss my financial concerns and can easily access an appointment to review my finances with him in person.I am very happy indeed with his sound advice and his professional and courteous manner.I would be very happy to recommend his services without hesitation to other acquaintances who need reliable, friendly and responsible financial advice.
I have been a client of Mr Anthony Villis at First Wealth for six years.During that time Mr Villiss service has been well informed, efficient and extremely client centred. He has explained the relative pros and cons of various investments very well and I have found his financial advice to be sustainably responsible and accurate. I have had no problems in contacting Mr Villis to discuss my financial concerns over the telephone and can easily access an appointment to review my finances with him in person. I am very happy indeed with his sound advice and his professional and courteous manner over the years.Consequently I have recommended and will continue to recommend his services without hesitation to other acquaintances who need reliable, friendly and responsible financial advice.
Good trustworthy communication with individual personal advice. Offers a very efficient service with exceptional back-up and rapid response. Unlike some advisers, First Wealth have their finger on the pulse which gives me confidence in trusting them with my Financial health.
I needed to sort out my financial situation with retirement approaching and I was so pleased to have been recommended to Anthony . Within six months of meeting with him my wife and myself have a financial plan for the future in place, my assets have been restructured and the worry of a large liability has been cleared everything was explained clearly and handled with the upmost efficiency by Anthony and my financial worries are now a thing of the past due to his expertise and knowled
We first met Anthony Villis about 8 years ago. He instilled confidence from the first meeting and his initial service was such that we have transferred all our financial affairs under his wing 6 years ago. He now advises my wife and I, my mother in law and both of our children who are young adults. We have felt able to recommend him highly to two other friends. He is thoughtful, available at all times, always pleasant and is particularly good at explaining financial matters in a patient and jargon free manner such that we feel able to make confident decisions using his advice upon which to frame them.
Over the past 4 years I have received sound, quality advice and service on a very personal level with respect to my then forthcoming, and now current pension aspirations. Indeed, everyone who I've encountered at Anthony's company, First Wealth, have been familiar and conversant with my account and can answer virtually any query I may have on the spot. This has given me great confidence that I matter, and would recommend Anthony's knowledge and personal service to anyone who may be approaching retirement.
First Wealth takes time to understand your needs, considers the best options, explains each of them fully, gives a recommendation based on sound judgement, and communicates highly effectively throughout the investment process. They have the utmost integrity, and take great pride in doing the best possible thing for their clients. Their charges are reasonable and are great fun to work with.
Excellent all round professional service, very personable, understanding of personal and family issues, specialist in financial planning, mortgages, pensions etc etc. From the outset understood our risk profile, where we are at with our young family and adjusted their advice to suit those parameters.
I have always been the arch sceptic about financial advisers, so it has taken me decades to come around to the decision that my wife and I needed a financial adviser to help with retirement planning, investments and wills. First Wealth have proved to be knowledgeable, offer good advice and are totally on our side. A good friend, who is an accountant and who is a personal client of Anthony's, suggested we speak to him when I asked her if she could recommend an IFA. Since then I have sent my daughter and son-in-law to him for advice and they are pleased with his approach as well. Anthony is a very personable young man, who we like and with whom we are happy to discuss our financial affairs and accept his advice.
I am very happy with the service provided by First Wealth. They have always explained the investments made and answered questions clearly. I would be happy to recommend him and he is now acting for my daughter.
First Wealth have provided a wonderful financial service for me over the past five or more years. They are always thoroughly prepared at our meetings and have an approach which is thoughtful and insightful. They are extremely good at explaining things verbally and visually and have given me confidence to learn and take more interest in financial products.
Anthony gives all advice coherently and explains everything well. I trust him and the company completely, and have no hesitation in seeking his advice no matter how small an issue. I would strongly recommend Anthony and the Company to anyone.
I was looking to ensure my long term plan was on track around investments, mortgage and illness cover. Rob Schwarz was on hand to look into other areas we agreed on and provide feedback. It made me comfortable and confident in my planning.
I was looking for some long term financial planning for the family. Robert Schwarz put together a great financial plan looking at our future cash flow and savings requirements and how we could achieve them. The process was seamless.
Rob Schwarz has helped clarify our options and then presented us with the various options and how they would impact on our medium / long term.
Rob Schwarz is approachable, down-to-earth, professional and confidence inspiring. From the very first phone call my wife and I have had a totally human experience who have provided us full clarity.
I received excellent advice from first wealth during my online video consultation. Scott was extremely knowledgeable and tailored our meeting to my needs. He also provide me with some excellent resources to continue my research in personal finance.
I always appreciate the balanced and very well formulated advice given to me by the team. The practice is very responsive to a range of questions and queries - from the simple to the complex.
Scott is massively helpful in giving me, my wife and our son some much needed and long overdue financial advice. They offer a good value service, are very personable and provide a relaxed environment in which to make sound, well informed decisions.
The team have always been a reassuring source of financial information and we have built a trusting relationship with them. They have been a reliable guide and adviser and have always been proactive in our planning.
First Wealth is a multi-award-winning Chartered firm, and we hold the (PFS) Personal Finance Society 2021/2022 - Chartered Financial Planning Firm of the Year Award, which is the most prestigious recognition achievable within the financial services profession.
First Wealth is 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.
We founded the company in the aftermath of the 2008 financial crisis – on the premise that there had to be a better way of doing things. We bring together the best aspects from the financial world, with an overarching philosophy which creates a joined-up approach to financial education, coaching and planning, investment management and tax planning. We are not your typical stuffy old financial planning firm.
At First Wealth, we ask you the big questions. We encourage you to really think about them, and we encourage you to dream. Why? Because as the saying goes; life is not a rehearsal. We’re here to help you make the most of it and to question what matters most to you.
Our advice comes with the sound reassurance of knowing we’re leaders in our sector. We’re proud to have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).
Being Chartered is the profession’s gold standard for financial planning firms and confirms our dedication and commitment to the continuing professional development of all Financial Planners within our business.
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.
We believe that when providing advice, it’s our responsibility to tell clients the truth about their financial position, which is based on one undeniable fact; life is not a rehearsal,
Where to find us
Head office address: 6 Broadstone Place, Marylebone, London, W1U 7EN