First Wealth - London

Koli P.

Working with Petra and Kevin at First Wealth was an absolute joy from start to finish. They helped us enormously with great expertise and financial planning to support our future plans and explaining everything in laymen terms! Always enlightening at each appointment and Petra particularly brings the most infectious and amazing energy, making numbers and graphs come to life in an extraordinary way! Could not recommend them highly enough.

Gayatri W.

Working with the team at First Wealth has been a consistently outstanding experience, and I cannot recommend them highly enough – especially Rob and Humaira.

They provided me with unmatched expertise in tax and estate planning, which was genuinely second to none. What truly set them apart, however, was the remarkable clarity and profound empathy they offered, transforming what could have been complex and emotional conversations into clear, understandable discussions. They didn't just dispense advice; they gave me a powerful sense of calm and confidence as I navigated significant decisions about my future and legacy.

Ben N.

First Wealth has been a game-changer for my financial future. From the moment I engaged with their team, I felt genuinely listened to and understood.

They genuinely care about your overall well-being and long-term security. The team is professional, responsive, and incredibly knowledgeable. I’ve gained so much peace of mind knowing my finances are in such capable hands.

I highly recommend First Wealth to anyone looking for thoughtful, forward-thinking financial guidance.

Emily J.

Petra and the First Wealth Team have supported us to transform our financial mindset and as a consequence we are in the best financial position we have been in to date. Thank you Petra! We have been listened to, challenged - and supported - to review and implement changes to our mindset, finances and long term plans. The team are professional, strategic with a big dose of pragmatism and kind. Most importantly for us, we have more financial security than ever before and are excited about the future and I wouldn't hesitate to recommend First Wealth for financial planning and guidance.

Terence O.

Anthony, Fraser and the team at First Wealth have been brilliant in helping me with my financial planning post exit. They understand the DNA of entrepreneurs like me better than any wealth manager out there - and I’ve met a lot of them! Particularly like their evidence based approach and superb level of service and support.

Natasha &. Y.

First Wealth have been incredibly helpful for financial planning and investments. My husband and I have been working with Peta and Kevin, they have been amazing at explaining financial terms as well as advising on how to best manage our finances. Could not ask for better service, they always reply so promptly and are a pleasure to work with. Would definitely recommend them to anyone looking for financial advice.

Hazel S.

Petra could not have been more helpful when my husband passed leaving me with little knowledge of how to handle our financial affairs. After she explained the details (several times!) I now feel well organised and growing in confidence about managing my affairs. I am more than happy to recommend her services.

Natasha Z.

First Wealth have been advising us for years on all aspects of our finances and have been brilliant. They're thorough, comprehensive, across all the detail, always happy to answer any questions/chase up any issues on our behalf. We would 100% recommend them to anyone looking for impartial and practical financial advice.