Summary
Our award winning lifestyle financial planning approach helps our client’s identify, achieve and maintain their desired lifestyle, without the fear of running out of money. We often achieve life-changing outcomes!
We work with SME business owners and highly paid professionals including:
• Entrepreneurs
• Directors
• Accountants
• Lawyers
First Wealth understands that life is not a rehearsal! Time is precious, and we want to help our clients make the most of it. We believe that everyone has the power to achieve the lifestyle they want – for themselves, and importantly, for their family.
First Wealth is a multiple award winning business. We are the current holders of the Institute of Financial Planning David Norton Building Excellence Award and in 2015 also won Money Marketing Small Adviser of the Year, the UK Platform Awards UK Leading Adviser Practice and New Model Adviser of the Year – Greater London.
I will work with you, using our proven six-step process to financial planning success:
1. Getting to know you
2. Gain a deep understanding
3. Identify your opportunities
4. Create a clear plan
5. Put your plan into action
6. Track your progress
Please get in touch with me. My contact details are :