First Wealth (London) Limited

Independent Financial Adviser  6 Broadstone Place, London, Greater london, W1U 7EN
First meeting at adviser's own cost
Great financial planning can change your life. We exist to inspire ideas, create confidence & give you freedom to live.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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ISA / Unit Trusts / OEICs
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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Critical illness
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Anthony Villis APFS CFPCM IMC
Partner

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Accreditations
Certified Financial Planner Chartered Financial Planner
Claire Phillips FPFS CFP
Partner

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Certified Financial Planner Chartered Financial Planner
Robert Caplan APFS
Partner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Chartered Financial Planner
Scott Millar
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Robert Schwarz
Financial Planner
What our clients say
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.
Mrs L Welch, London
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.
Ms K Mond, London
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.
Mrs R Barwick, Kent
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.
Dr J Ball, London
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.
Mr R Sale, West Sussex
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
Mr G Kaufman, Essex
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.
Dr D Maxwell, Kingston
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.
Mr E Swift, Putney
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.
Mr R Sammons, London (now Bermuda)
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.
Mr S Gershon, London
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.
Mr M Lewis, Lincoln
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.
Dr L Scott, London
About us

First Wealth is a Chartered firm founded to pool together the best aspects from the financial world, with an overarching philosophy which creates a joined up approach to financial planning, investment management and tax planning. The interlink is so strong that we believe it is essential that the disciplines can all be managed by one advisory company.

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.

Our services

Our advice comes with the sound reassurance of knowing we’re leaders in our sector. We’re Chartered Financial Planners and a multiple award winning company.

We are the current holders of the UK Platform Awards - UK Leading Adviser Practice.

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, life is for living!

Where to find us

6 Broadstone Place, London, W1U 7EN

Preferred clients
Minimum wealth (income/assets)
£1,000,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020

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