First Wealth

First Wealth says it was founded after the 2008 financial crisis to offer a more holistic approach to financial advice; Companies House records First Wealth Ltd as incorporated on 5 January 2018. It is headquartered in London and operates as a private financial-planning and wealth-management business.

The firm advises business owners, founders, senior professionals, families and other high-income clients. Its work spans financial planning, investment management, retirement planning, tax planning, protection, business-exit preparation and intergenerational wealth planning.

First Wealth is particularly focused on connecting clients’ business wealth with their personal goals. Its model combines lifestyle-led planning with evidence-based investing, cash-flow modelling and a coordinated Private Office service for clients with complex assets, multiple income streams or major liquidity events.