First Wealth
118 Reviews
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
About the Business
Financial Planning & Wealth Management in London | Financial Planning and Wealth Management | We’re a financial planning and wealth management firm. Certified B Corp. We're committed to changing financial futures and our profession for the better.
Contacts
Website
Call Us
+442074672700
6 Broadstone Pl, London W1U 7EN
Hours
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
Features
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- LGBTQ+ friendly
- Toilets
- On-site services
- Online appointments
Recommended Reviews
Richard T
01.03.2024
First Wealth
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 . . . !
Anna Harris
21.02.2024
First Wealth
Highly professional and knowledgeable service from First Wealth. Things are always clearly explained and different options provided. When Coronavirus hit and markets were unstable it was easy to get hold of Rob and have a conversation with Rob about our concerns with our investments. He was able to explain things to us and allay our concerns which was a great comfort. We are incredibly happy with the service, the excellent advice and all round professionalism of everyone at First Wealth - so much so that we have recommended them to a number of our friends.
Deirdre Paige von Gruben
15.02.2024
First Wealth
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!
Barry Frankfurt
08.02.2024
First Wealth
Rob and the team at First Wealth provided excellent advice and ongoing financial planning support for my family.
Deborah Kester
01.02.2024
First Wealth
First Wealth have been supporting us with several elements of our financial affairs for around a year and I am delighted with the service we have received. The advice is always clearly explained and the team are extremely helpful and responsive, no matter how small or minor the query. Particular thanks to Rob, Dan, Humaira, Zoe and Honor who have all worked with us at various points and who have all been brilliant!!!
Georgina
20.01.2024
First Wealth
Rob and the team at First Wealth have provided us with timely, commercial and easy to understand investment advice. They are extremely responsive, and provide an excellent client-focused service and importantly are great fun to work with. We particularly enjoyed working through some of the curly questions about our life goals before working with the team to agree a personalised strategy that works for us. Thanks to First Wealth for starting us on our UK investment journey.
Mark Bantleman
22.12.2023
First Wealth
I was initially very sceptical about what First Wealth could do for me, on my first meeting with Rob he was interested in us and our financial concerns for the future, with his help and a careful and informative fact finding exercise he presented us with some very enlightening information and has now made me feel confident and prepared for the future and retirement. Rob is a fantastic guy, very genuine and honest and an absolute pleasure to deal with. Would have no hesitation in recommending him and First Wealth to family and friends.
Poppy Everett
21.12.2023
First Wealth
Since starting work with First Wealth, we have been absolutely delighted with the service that we have received from all the team. Consistently efficient and professional, Scott, Rob and Frazer go above and beyond to ensure that we receive the best possible service and have made a process that would have taken us years had we tried to do it ourselves, much less of a daunting challenge. We look forward to working with the team for the foreseeable future!
Gary Hicks
21.12.2023
First Wealth
I have been using First Wealth for my pension portfolio and future tax planning retirement inheritance issues for many years, I briefly left to go to another advisor, but came back as they proved far superior in so many ways, I find them so easy to talk to & deal with, with nothing to much trouble. I recently made a tax free withdrawal from my pension which they carried out on my behalf, with absolutely no fuss,They are a Family based firm that cares for its clients and I would thoroughly recommend their services.
Elliot Fielding
19.12.2023
First Wealth
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.
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6 Broadstone Pl, London W1U 7EN
First Wealth