FW
First Wealth
Planification financière personnalisée pour un avenir sûr et prospère à Londres.
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Business
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Planification financière personnalisée pour un avenir sûr et prospère à Londres.
First Wealth est une société de conseil financier de premier plan, basée à Londres, dédiée à fournir des services de gestion de patrimoine personnalisés et de planification financière. En se concentrant sur la compréhension des objectifs et des circonstances uniques de chaque client, l'équipe offre des conseils professionnels et empathiques pour aider à faire croître et protéger le patrimoine. Elle est reconnue pour son souci du détail et ses relations durables avec les clients; First Wealth délivre des stratégies sur mesure qui inspirent la confiance et la clarté tant pour les particuliers que pour les chefs d'entreprise.
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Des stratégies financières personnalisées, adaptées à vos objectifs, à votre mode de vie et à vos aspirations pour l'avenir.
Des conseils d'investissement d'experts et une gestion de portefeuille pour faire croître et protéger vos actifs.
Des plans complets pour assurer une retraite sûre et confortable, y compris des conseils sur les régimes de retraite.
Soutien spécialisé pour les propriétaires d'entreprise, y compris la planification de la succession et la gestion des flux de trésorerie.
Accompagnement lors d'événements majeurs de la vie tels que le mariage, l'héritage ou les transitions de carrière.
Note globale
Roger Webb
I have worked with First Wealth as my financial advisers for as many years as I can remember. Always highly professional with attention to detail, providing a variety of options and choices, backed by a deep knowledge and genuine ambition in achieving my goals. Given the length of time I have been involved with First Wealth, and the success they have achieved in growing my wealth, I have no hesitation in recommending them.
Joshua Phillips
In response to my initial enquiry, I received a call from a member of the First Wealth Management team to discuss my financial needs. I felt that they listened carefully to my concerns and responded with genuine attentiveness and support. Although I was informed that I was not currently in a position to benefit from their bespoke services, they still took the time to share valuable guidance and encouragement regarding my financial journey. This generosity left me feeling truly heard and gave me greater confidence to move forward.
JORDAN Ridout
Working with Seb, Zoe and First Wealth has been a first-class experience. They’ve taken the time to understand me, my business and what I am trying to achieve. I have a clear, structured financial plan that has provided clarity on what my future is likely to look like which has been an enjoyable experience – I’d highly recommend any business owner go through their planning process.
Luisa Saldarriaga
Working with First Wealth, and Petra in particular, has been a very pleasant experience, where my specific needs were addressed with utmost care and attention to detail. After working with other financial planners, this is the first time I've encountered a company that, in addition to being extremely professional and outstanding in the results they deliver to their clients, are also known for their warmth and empathy, where clients are treated like family. Thank you, Petra, for walking by my side during a decisive financial moment. Your complete dedication, willingness and contribution were a game changer. I couldn't recommend First Wealth highly enough!
Amanda Medler
First Wealth have taken time to understand my situation and where I want to go in life over many many years. They have advised on the best course of action, and supported me when things have changed - sometimes planned, and sometimes unexpectedly! Petra is a diamond - she is both super professional and very personable. I have so appreciated her knowledge and advice. I have been so pleased with First Wealth that I have recommended them to many of my friends over the years, and they too are now engaged with First Wealth.
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