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Financial planning is about more than making money –it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management.
First Wealth exists to help you do just that. We’re on a mission to improve your financial wellbeing and happiness by helping you live life on your terms. We’ll work with you to identify what you want out of life and create a plan to get you there.
Which leaves us with one question, what else do you want to do with your life?About us
In November 2021 First Wealth was named Chartered Financial Planning Firm of the Year by the Personal Finance Society. This is the Champions League of awards for our profession and we couldn’t be more proud! To be recognised for the services we provide to our clients, Financial Planning, Wealth Management and Financial Coaching is fantastic.
The judges commented “First Wealth proved genuine client centricity, unparalleled investment in its people and an ongoing quest for innovation and improvement.”
Interested in becoming a client? Book a 30-minute video call and we'll answer your questions.Check availability
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