First Wealth
First Wealth is a financial services company based in London, England. They specialize in providing expert financial planning services to their clients. Their team of experienced financial planners work closely with clients to help them achieve their financial goals. First Wealth is committed to providing personalized solutions that meet the unique needs of each individual client. They are dedicated to delivering exceptional service and building long-lasting relationships with their clients.
Introduction to First Wealth
First Wealth is a financial planning company located in London, England. The company was founded in 2002 with the purpose of helping individuals and businesses achieve their financial goals through personalized planning and advice. What makes First Wealth unique is their focus on developing long-term relationships with their clients, ensuring that their financial plans are constantly updated and aligned with their changing needs.Services & products
First Wealth offers a range of financial planning services, including retirement planning, investment management, tax planning, estate planning, and insurance. They also provide business planning services for small and medium-sized businesses, including employee benefits and succession planning. Clients can expect personalized service from experienced financial planners who are committed to helping them achieve their financial goals.Location
First Wealth is located in the heart of London at 6 Broadstone Pl, W1U 7EN. The area is known for its upscale shops and restaurants, and is a popular destination for tourists and locals alike. The closest public transportation options are Bond Street station (0.2 miles), Marble Arch station (0.4 miles), and Baker Street station (0.7 miles).Benefits
Customers should choose First Wealth because of their commitment to personalized service and long-term relationships with their clients. They also offer a wide range of financial planning services and have a team of experienced financial planners who are dedicated to helping their clients achieve their goals.Good to know
Customers should be aware that First Wealth is a fee-only financial planning firm, which means that they do not receive commissions or other incentives for recommending certain products or services. This ensures that their advice is always in the best interest of their clients.Reviews
Customers have praised First Wealth for their personalized service and commitment to helping them achieve their financial goals. They appreciate the team's expertise and professionalism, and feel that they can trust them to provide honest and unbiased advice.Amenities
-
online account access -
financial planning
-
investment advice
-
retirement planning
-
tax planning
-
insurance coverage
-
wealth management
FAQ
What types of financial planning services do you offer?
At First Wealth, we offer a range of financial planning services, including retirement planning, investment management, tax planning, estate planning, and more. We work with our clients to understand their specific financial goals and tailor our services to meet their individual needs.How do you customize financial plans to fit individual clients?
We begin by getting to know our clients and their unique financial situations, goals, and aspirations. We then develop a customized financial plan that takes into account their specific needs and preferences. We work closely with our clients to ensure that their plan is tailored to their individual circumstances and evolves as their needs change over time.What are your fees and how are they structured?
Our fees are structured based on the services we provide and the complexity of our clients' financial situations. We offer transparent and competitive fee structures, and we always work with our clients to ensure they understand our fees and what they are paying for. We also offer fee-only financial planning, which means we do not receive commissions on any financial products we recommend.What professional qualifications do your financial planners have?
Our financial planners are highly qualified and experienced professionals who hold a variety of industry certifications, including the Certified Financial Planner (CFP) designation, the Chartered Financial Analyst (CFA) designation, and the Certified Public Accountant (CPA) designation. We are committed to ongoing professional development and education to ensure that we are always up-to-date on the latest industry trends and best practices.Can you provide references or testimonials from satisfied clients?
Yes, we are proud to have many satisfied clients who have provided us with testimonials and references. We would be happy to share these with you upon request. We believe that our clients' satisfaction is the best measure of our success, and we work hard to ensure that every client receives the highest level of service and support.Reviews
-
Deirdre Brunton
Sam & the team have been incredibly helpful, they set us on such a fabulous path and gave us clear insights on our next steps to create the future we want for ourselves. Thank you kindly Sam! I would highly recommend the First Wealth team if you're looking for financial advice!
26-04-2023
-
Richard T
We have been very impressed with Anthony and the First Wealth Team - everyone we’ve engaged with has been attentive, knowledgeable, professional and responsive . . . and friendly too. Our case (like all) has its complexities and it’s been very reassuring to be able to discuss and address them, especially as they have proactively identified additional relevant factors and built solutions into the ‘Grand Plan’. We look forward to continuing and developing our relationship with First Wealth over the coming years as we enter and progress through our retirement . . . !
26-12-2022
-
Elliot Fielding
I love the innovative approach taken by First Wealth. It is a breath of fresh air to speak to a financial adviser whose number one priority is to develop a relationship with the client personally, in order to allow them to understand their life aspirations and tailor the advice accordingly. Working with Scott, Rob & Rob has been a pleasure.
26-08-2022
-
Amelia Cookson
Had the free 30 min consultation. Highly recommend. Very informative and friendly. Thanks!
26-05-2022
-
Nour Jabra
Positive: Professionalism
26-05-2022
-
Mark Posniak
Rob, Robert & Sam are all an absolute pleasure to deal with and have been excellent in helping me manage my investments and with my financial planning for our future. The team offer practical advice in a clear and easy to understand way. More importantly, they are happy to listen and work with me and give me the time to discuss and debate investments. Finally - you can only measure a financial adviser by their performance and thank goodness this is where they have excelled the most for me with all my investments doing better than expected. Thank you!
26-05-2022
-
Sanjiv agarwal
Positive: Professionalism, Quality, Responsiveness, Value
26-05-2022
-
Kevin Jones
Positive: Professionalism, Quality, Responsiveness, Value
26-05-2022
-
Mark Coles
Positive: Professionalism
26-05-2022
-
Amanda Maguire
Positive: Professionalism, Quality, Responsiveness
26-05-2022
