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First Wealth

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First Wealth

Great financial planning can change your life. First Wealth exists to inspire ideas, create confidence and give our clients the freedom to live.

27/07/2026

You can learn a lot about a team from what they do when they’re not at their desks.

Last week’s Summer Quarterly was a great chance to pause and look back on everything we’ve achieved over the last financial year.

Anthony and Rob shared where we’ve come from as a business, what we’ve accomplished together, and most excitingly, where we’re heading over the next three years. We also heard updates from the Evolution Team and Marketing, with some brilliant initiatives and plans in the pipeline.

Then it was time for First Wealth to take on the O2.

A few hundred steps, plenty of laughs and some incredible views later, we all made it back down safely... although there were definitely a few wobbly legs by the end.

Here’s to another year of building, growing and taking on whatever comes next.

09/02/2026

Financial Planning Week matters because the advice gap is real.

In IFA Magazine, Anthony Villis shares why initiatives like Financial Planning Week are so important, particularly when just 8.6% of UK adults received regulated financial advice in the 12 months to May 2024. With so much financial noise coming from unregulated sources, the role of proper planning - focused on clarity, structure and life goals - has never been more important.

A strong piece by Chloe Gronow exploring how advisers can help more people take control of their financial future.

📖 Read the article here: https://bit.ly/3ZQNSpi

26/11/2025

Budget day: here’s what’s caught our attention so far 👇

We’ve gathered the First Wealth team’s first reactions - the stuff that caught our eye, raised eyebrows, or got us thinking about how this could affect you and your financial plan.

We’ll be diving deeper into the key changes over the next few days, so keep an eye out.

In the meantime, if you’ve already got questions, or you’re wondering what the Budget means for your money, we’re here to help. Contact us here: https://lnkd.in/e5X53gMi

13/11/2025

What an incredible day at The Padel Hub for the First Wealth Private Office Padel Tournament! 🎾

Here’s a look back at some of our favourite moments — the rallies, the teamwork, and the connections that made the event so special.

A huge thank you once again to everyone who joined us and to our fantastic sponsors - OnePlanet Capital, , and Marlborough for helping make it happen.

We’re also grateful to for the brilliant prizes and to .health for keeping our players in top form throughout the afternoon.

It was amazing to see the Private Office community come together and we can’t wait to do it all again next year. 🙌

07/11/2025

A huge thank you for joining us at the First Wealth Private Office Padel Tournament last night - we had an incredible afternoon, and we hope you did too.

From the rallies to the connections, it was brilliant to bring the Private Office community together under one roof.

We’re also thrilled to celebrate our champions:
🥇Winners: David Korn and Daniel Taylor
⭐️Runner Up team: Rob Glass and David Cohen

Thank you as well to our amazing sponsors - OnePlanet Capital, and Marlborough - for helping bring the day to life.

A special shout-out to for their amazing bags and caps as prizes for our winners, and to .health for providing massages and support for our players throughout the day.

We’re proud to host events like this for our Private Office clients and network, and this is just the beginning 🎊

20/08/2025

Taylor Swift just dropped news of her 12th studio album, The Life of a Showgirl. ✨

It got us thinking… if Taylor can give us 12 tracks of brilliance, we can give you 12 tax-efficient investments.

Introducing: The 12 Greatest Hits of Tax Efficiency

From ISAs (a classic chart-topper) to EIS/SEIS (for those who like a riskier remix), and VCTs (supporting the rising stars of UK business) - each vehicle has its own rhythm, benefits, and quirks.

Just like Taylor’s setlist, some options are for the mainstream crowd, and some are deep cuts for the superfans. But together, they can create the perfect financial soundtrack for your future.

Curious which “track” is right for you? Let’s chat!

12/08/2025

“I’ve reached retirement age - should I withdraw my 25% tax-free lump sum now?”

It’s a big decision that shouldn’t be rushed. Taking money too soon or without a plan could cost you thousands.

This area is complex, so working with a financial planner can help you avoid costly mistakes.

We use cashflow modelling to build a retirement income strategy tailored to your lifestyle and designed to protect your investments.

Remember, retirement can last 30 years or more. Careful planning now makes all the difference for a secure future.

💭 Not sure if withdrawing your 25% tax-free lump sum now is the right move?

We’re here to help you make the right decision for your future.

If you’d like to talk it through, you can get in touch via our website or book a free 30-minute call with one of our financial planners:

https://www.firstwealth.co.uk/book-an-appointment

05/08/2025

Too many people wait until the end of their career to think about what’s next, but those who plan early give themselves more choices for the future.

Here are 5 quick but powerful ways to start building your wealth beyond the career you love.

Whether you’re just starting out or planning for life beyond the spotlight, we’re here to help.

Visit http://firstwealth.co.uk/sports-and-entertainment to find out how we support professionals in sports and entertainment to build long-term wealth, confidence, and freedom.

Address

6 Broadstone Place
London
W1U7EN

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.firstwealth.co.uk/

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