★★★★★5.0 on Google from 140+ reviews
First Wealth — London
First Wealth is an award-winning firm of financial planners offering financial planning, cash flow modelling, wealth management, investment management, tax planning and retirement planning, along with enterprise investment scheme options such as EIS, SEIS and VCT. Clients include entrepreneurs, high net worth individuals, professionals and families, as well as people approaching or living through retirement.
What First Wealth does — and what it typically costs in London
Every job below can be priced from this page. The ranges are what London homes typically pay, from Locufy's price guides. First Wealth confirms the exact figure in a written quote — asking is free, with no obligation.
Accounts & tax
Legal
Business support
Typical prices from Locufy's UK 2026 price guides — each guide explains what the job involves and what moves the price. Mortgage broker and ber / epc assessor are also offered, priced on survey.
About First Wealth
First Wealth is an award-winning firm of financial planners offering financial planning, cash flow modelling, wealth management, investment management, tax planning and retirement planning, along with enterprise investment scheme options such as EIS, SEIS and VCT. Clients include entrepreneurs, high net worth individuals, professionals and families, as well as people approaching or living through retirement.
You can ask for a written price on any piece of professional work from this page and compare it with other London advisers if you want to.
At a glance
- Trade
- Business and professional services
- Based
- London
- Covers
- London and 15 km around
- 5.0 · 140+ reviews
- Hours
- Mon–Fri 9:00–17:00
- Quotes
- Written, free, no obligation
A written price, with no obligation
Describe the job
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First Wealth prices it
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How First Wealth is rated
As published on Google, refreshed on each visit.
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London and the towns around it
Based in London, First Wealth works across the city and about 15 km around it.
- London
- Islington
- City of Westminster
- Harrow
- Tottenham
- Walthamstow
- Wembley
- Fulham
- Edmonton
- Southall
Before you book
Who does First Wealth work with?
Its clients are entrepreneurs, high net worth individuals and professionals, as well as families and people approaching or living through retirement.
What services does First Wealth offer?
It offers financial planning, cash flow modelling, wealth management, investment management, financial coaching, tax planning, intergenerational wealth planning and retirement planning, plus enterprise investment scheme options.
Does First Wealth provide tax planning?
Yes, tax planning is offered, covering capital gains tax and inheritance tax.
Can First Wealth help with pensions and retirement planning?
Yes, retirement planning includes flexi-access drawdown, pension annuities, SIPPs and SSAS arrangements, alongside pensions in general.
Does First Wealth offer enterprise investment schemes?
Yes, it offers EIS, SEIS and VCT options.
Get a written price from First Wealth
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