What is First Wealth?
First Wealth is a Chartered Financial Planning Firm that’s all about helping people shape their financial futures with clarity and confidence. From lifestyle financial planning to wealth management, this firm takes an evidence-based approach—no guesswork, no speculation. Instead, it’s about smart, data-driven decisions that align with what clients truly want their lives to look like. Plus, they’re a Certified B Corp, balancing profit with purpose, community, and the environment. So, it’s not just about money—it’s about making a positive impact while securing your future.
The Main Benefits of First Wealth’s Services
Here’s what makes First Wealth stand out:
- Named Chartered Financial Planning Firm of the Year in 2021 by the Personal Finance Society—think of it as the Champions League of financial awards.
- B Corp certified with a score of 103, showing a strong commitment to social and environmental responsibility.
- Offers a comprehensive range of services including Financial Planning, Wealth Management, Financial Coaching, Tax Planning, Retirement Planning, and bespoke Private Office solutions.
- Focuses on sustainable investing and behavioural finance, helping clients avoid common pitfalls and stay on track.
- Provides rich insights and resources through articles, guides, podcasts, and videos to keep clients informed and empowered.
Financial Planning Tailored to Your Lifestyle
What do you want your life to look like? First Wealth believes that financial planning should be as unique as you are. It’s not just about numbers—it’s about your dreams, your goals, your lifestyle. They work with clients to build a plan that fits perfectly, helping you get from where you are now to where you want to be. Whether it’s saving for a home, funding education, or planning for retirement, the approach is always personal and practical.
Wealth Management Rooted in Evidence
Forget speculation and assumptions. First Wealth’s wealth management is based on solid data and evidence. This means investment strategies are carefully crafted to reflect real-world insights and market realities. The goal? To grow and protect your wealth steadily over time, while aligning with your values—especially if sustainable investing is important to you. It’s about making your money work smarter, not harder.
Financial Coaching to Keep You on Track
Sticking to a financial plan can be tough—life throws curveballs, distractions pop up, and sometimes it’s easy to lose focus. That’s where financial coaching comes in. First Wealth helps clients avoid costly mistakes and stay committed to their goals. It’s like having a trusted guide who keeps you accountable and motivated, making sure you don’t get side-tracked along the way.
Project Impact: Linking to Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – promoting sustainable economic growth through responsible financial planning.
- SDG 12: Responsible Consumption and Production – encouraging sustainable investing and mindful resource use.
- SDG 13: Climate Action – integrating environmental considerations into investment decisions.
- SDG 17: Partnerships for the Goals – collaborating with clients and communities to drive positive change.
Insights, Resources, and Client Stories
First Wealth doesn’t just offer services—they provide a wealth of knowledge through their blog, packed with articles, guides, podcasts, and videos. These resources help clients stay informed about the latest trends in financial planning, behavioural finance, and sustainable investing. Plus, real client stories showcase how tailored advice and evidence-based strategies have made a difference in people’s lives. It’s all about learning, growing, and achieving financial wellbeing together.
