Business Details
Your Trusted Financial Partner in London
First Wealth is a Chartered Financial Planning Firm of the Year 2021, dedicated to enhancing clients' financial wellbeing through tailored strategies. Founded in the aftermath of the 2008 financial crisis, we prioritise ethical practices, innovation, and client-centric solutions. Our services span financial planning, wealth management, tax advisory, and retirement strategies, supported by a Certified B Corp commitment to balancing profit with environmental and social responsibility.Recognised for our expertise in serving high-net-worth individuals, we combine deep industry knowledge with a focus on life goals, ensuring clients live life on their terms. Our team invests in continuous improvement, leveraging insights from awards like the Personal Finance Society accolade, which highlighted our client-centricity and innovation. We operate transparently, adhering to FCA regulations and prioritising long-term client relationships over short-term gains.
Services
Financial Planning
Wealth Management
Tax Planning
Retirement Planning
Investment Management
Financial Coaching
Pension Annuities
Capital Gains Tax (CGT)
Inheritance Tax (IHT)
Enterprise Investment Scheme (EIS)
Highlights and features
- We are Chartered Financial Planning Firm of the Year 2021
- Certified B Corp committed to ethical practices
- Client-centric approach prioritising your financial wellbeing
- Innovative strategies tailored to your life goals
- Expert team with deep industry knowledge
Associations and certifications
- B Corp
- Financial Conduct Authority
- Personal Finance Society
Services
Financial Planning
Our financial planning service creates tailored strategies to align your wealth with life goals. We assess income, assets, and aspirations to build actionable roadmaps. Clients benefit from long-term security and clarity in managing personal finances.
Wealth Management
Wealth management focuses on growing and preserving assets through diversified investment portfolios. We cater to high-net-worth individuals seeking tax-efficient solutions and intergenerational wealth transfer strategies. Expert oversight ensures optimal risk-adjusted returns.
Tax Planning
Tax planning services identify legal opportunities to minimise liabilities across capital gains, inheritance, and income taxes. We specialise in complex scenarios requiring strategic timing and structure. Clients gain confidence in compliant, cost-effective solutions.
Retirement Planning
Retirement planning ensures financial independence during post-work years through pension optimisation and drawdown strategies. We address flexi-access pensions, annuities, and SIPP management. Clients receive projections for sustainable income streams.
Investment Management
Investment management delivers customised portfolios aligned with risk tolerance and objectives. We utilise EIS, SEIS, and VCT schemes for tax-advantaged growth. Regular reviews ensure alignment with evolving market conditions and client needs.
Questions
What financial services do you specialise in?
We specialise in financial planning, wealth management, tax advisory, retirement strategies, and investment management tailored to high-net-worth individuals.
How do you ensure ethical practices?
As a Certified B Corp, we balance profit with environmental, social, and governance considerations while adhering to FCA regulations and transparency standards.
Can you help with tax-efficient investments?
Yes, we utilise EIS, SEIS, and VCT schemes to create tax-efficient investment portfolios aligned with your risk profile and goals.
What areas do you serve?
We primarily serve clients in London and the UK, with expertise in local tax laws and financial regulations.
How are your fees structured?
Our fees are transparent and tailored to service complexity. We provide detailed breakdowns during initial consultations to ensure clarity.
