First Wealth (London) Limited
Initial consultation free
Independent
Not your average financial advisers.
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.
We can advise you on
Clients
helped
helped
30
Minimum
pension value
pension value
£250k+
Minimum
wealth
wealth
£250k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Anthony Villis APFS CFPCM IMC
Managing Director
Robert Caplan APFS
Financial Planning Director
Claire Phillips FPFS CFP
Compliance Director and Financial Planner
Chris Hallam FPFS
Head of Financial Planning / Chartered Financial Planner
What our clients say
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Dr J Ball
I have been a client of Mr Anthony Villis at First Wealth for six years.During that time Mr Villiss service has been well informed, efficient and extremely client centred. He has explained the...
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Dr L Scott
First Wealth are well informed, efficient and extremely client centred. I have limited experience in investing but Mr Villis has explained the relative pros and cons of various investment options...
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Mr M Lewis
I have always been the arch sceptic about financial advisers, so it has taken me decades to come around to the decision that my wife and I needed a financial adviser to help with retirement planning,...
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Mr S Gershon
Excellent all round professional service, very personable, understanding of personal and family issues, specialist in financial planning, mortgages, pensions etc etc. From the outset understood our...
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Mr R Sammons
First Wealth takes time to understand your needs, considers the best options, explains each of them fully, gives a recommendation based on sound judgement, and communicates highly effectively...
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Mr E Swift
Over the past 4 years I have received sound, quality advice and service on a very personal level with respect to my then forthcoming, and now current pension aspirations. Indeed, everyone who I've...
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