First Wealth

First Wealth is a financial planning firm that combines investment management with coaching on how clients want to live. It helps people set out their life goals and then builds a plan to reach them, covering both personal finances and business owners' plans from growth through to exit. The company was set up after the 2008 financial crisis with the aim of doing financial advice differently.

What First Wealth offers

• Financial planning — a long-term plan built around each client's goals.
• Wealth management — managing and protecting clients' investments.
• Financial coaching — support on money habits and wellbeing, not just returns.
• Tax planning — structuring personal and business affairs with tax in mind.
• Retirement planning — preparing for life after work.

Who it works with

It serves individuals planning for their families and business owners who are scaling a company or preparing to sell. It also publishes articles, guides, podcasts and videos on topics such as philanthropy and sustainable investing.

Key facts

• Recognition: Personal Finance Society award for Chartered Financial Planning Firm of the Year, November 2021
• Certification: Certified B Corp
• Origins: founded in the aftermath of the 2008 financial crisis