Anthony Villis

Great financial planning can change your life. We exist to inspire ideas, create confidence & give you freedom to live. We take the time to get to know you and what matters most. First Wealth is a multi-award-winning Chartered firm, and we hold the (PFS) Personal Finance Society 2021/2022 - Chartered Financial Planning Firm of the Year Award, which is the most prestigious recognition achievable within the financial services profession. First Wealth is certified B Corp; a business for good that balances profit with the environment, our clients, our community, how we run the business and the needs of our team. We founded the company in the aftermath of the 2008 financial crisis – on the premise that there had to be a better way of doing things. We bring together the best aspects from the financial world, with an overarching philosophy which creates a joined-up approach to financial education, coaching and planning, investment management and tax planning. We are not your typical stuffy old financial planning firm. At First Wealth, we ask you the big questions. We encourage you to really think about them, and we encourage you to dream. Why? Because as the saying goes; life is not a rehearsal. We’re here to help you make the most of it and to question what matters most to you. We currently have capacity to take on a small number of new clients. Due to unprecedented demand for our services, we are looking to work with clients who have in excess of £500,000 of investment capital. Much like a successful accountancy or legal practice, First Wealth run a team based approach to providing financial advice. Each team consists of a Client Partner (myself), a highly qualified Financial Planner and Technical Analyst and a Client Relationship Manager. All advice is discussed and challenged by the team before presentation to our clients, leading to great advice and client outcomes. Please note that any initial contact from us could be from any member of the team to assess whether we are in a position to help you. If you fit our client profile and wish to engage with one of the UK's leading financial advice companies, please get in touch.