Our award-winning lifestyle financial planning approach helps our clients 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. Here’s what our clients are saying about us: “It comes as no surprise that First Wealth have won so many awards recently. Refreshing to see a genuinely client-first approach to financial advice”. Stuart Dawson, CEO Luxia Global “First Wealth have looked after my personal finances for many years and have always provided excellent advice in an easy to understand and professional manner. This is why I am happy to recommend them to all of my Clients and Contacts”. Bobby Lane, Partner, Shelly Stock Hutter Accountants We’ll 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 Sound good? If you feel it’s time that you engaged with proper financial planning, please get in touch through LinkedIn. Alternatively, you can call us on 020 7467 2700 for a no-obligation initial discussion or e-mail me at anthony@firstwealth.co.uk.