First Wealth (London) Limited

First Wealth (London) Limited is an independent financial advisory firm focused on providing personalized wealth management and financial planning solutions to individuals and families. Their services include cash flow modeling, investment management, tax planning, and retirement planning. The company prides itself on building strong relationships with clients, understanding their unique circumstances, and developing customized strategies tailored to their specific goals and ambitions. First Wealth is committed to transparency and clarity, providing clients with detailed information about their financial situation and guiding them through every step of the planning process.

The company's core values are centered around helping clients build a secure financial future and achieve their life goals. They believe in proactive financial planning and long-term financial security. First Wealth is passionate about empowering clients to take control of their finances and make informed decisions about their financial future. The company also believes in providing a high level of personal service, building trust, and acting as a trusted partner for clients throughout their financial journey.

First Wealth provides its employees with the flexibility to work remotely, allowing them to choose their preferred work environment. They offer flexible working hours between 8am and 6pm, enabling employees to manage their personal commitments alongside their professional duties. The company also provides a £250 work-from-home allowance for new employees and encourages the team to work together to ensure everyone feels supported and valued.

At First Wealth, we are committed to supporting our employees' well-being and work-life balance. We offer a comprehensive benefits package that includes competitive salaries, a generous annual leave allowance, and a hybrid remote working policy, allowing employees to enjoy the flexibility of working from home while still maintaining a strong sense of team connection. We are also proud to offer health insurance and membership to Heka, a platform that promotes mindfulness and wellbeing, recognizing the importance of maintaining a healthy work-life balance. Our aim is to create a positive and supportive work environment that allows our employees to thrive both professionally and personally.

First Wealth is a firm of experienced, qualified and chartered financial advisers, dedicated to helping our clients make sense of their finances and achieve their financial goals. We offer a range of services including financial planning, wealth management, tax planning and retirement planning to individuals, families and businesses. Our mission is to provide clear, practical and tailored advice, to help you achieve the financial independence you desire. We aim to be your trusted advisor and partner for life, providing support and guidance through every stage of your financial journey.

First Wealth promotes a culture that is focused on innovation, excellence, and personal wellbeing. They are a B Corp certified company, meaning they prioritize social and environmental responsibility alongside their business goals. Their work environment is diverse and inclusive, with a strong emphasis on team collaboration and employee support. First Wealth encourages open communication, radical transparency, and flexible working arrangements to foster a healthy work-life balance. The company embraces a fun and positive attitude, creating a dynamic and engaging environment where individuals feel valued and empowered to achieve their best.

At First Wealth, we believe that a diverse and inclusive workforce is essential for our success. We are committed to creating a workplace where everyone feels valued, respected, and empowered to contribute their unique talents and perspectives. We actively recruit and retain a workforce that reflects the diversity of our clients and communities, and we strive to create a culture of equity and inclusion that fosters collaboration, innovation, and growth. We believe that by embracing diversity, equity, and inclusion, we can build a stronger and more impactful organization that better serves our clients and communities.