First Wealth (London) Limited

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.