First Wealth
6 Broadstone Place, London W1U 7EN
Location & Phone number
6 Broadstone Place, London W1U 7EN, United Kingdom
About the Business
First Wealth is a leading establishment that provides superior financial solutions and services to individuals and businesses in the United Kingdom. The institution prides itself on delivering exceptional customer service, personalised advice and effective financial planning strategies to help its clients achieve their financial goals.
Located in the heart of London at 6 Broadstone Pl, First Wealth is easily accessible and conveniently situated for clients who want to have face-to-face meetings with their advisors. The institution has established itself as a point of interest for individuals and businesses seeking professional financial guidance, and has a reputation for being a trusted partner in wealth management.
First Wealth offers a comprehensive range of finance-related services including investment management, retirement planning, tax advice, and estate planning. The institution's team of expert advisors work closely with clients to gain a deep understanding of their individual financial needs and goals, before devising customised solutions that meet those requirements.
As a client of First Wealth, you can expect to receive a tailored service that is designed to support your financial success. The institution prides itself on being transparent, honest, and ethical in all its dealings, and is committed to helping clients achieve their objectives in a way that is both effective and sustainable.
At First Wealth, you don't just get financial advice, you get a lifelong relationship with a team of experts who will work tirelessly to manage your wealth and help you achieve your financial dreams. So why not make First Wealth your first choice for financial planning today? Contact us or simply visit our office at 6 Broadstone Pl, London W1U 7EN, United Kingdom, and take the first step towards securing your financial future.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We have been very impressed with Anthony and the First Wealth Team - everyone we’ve engaged with has been attentive, knowledgeable, professional and responsive . . . and friendly too. Our case (like all) has its complexities and it’s been very reassuring to be able to discuss and address them, especially as they have proactively identified additional relevant factors and built solutions into the ‘Grand Plan’. We look forward to continuing and developing our relationship with First Wealth over the coming years as we enter and progress through our retirement . . . !"
"I love the innovative approach taken by First Wealth. It is a breath of fresh air to speak to a financial adviser whose number one priority is to develop a relationship with the client personally, in order to allow them to understand their life aspirations and tailor the advice accordingly. Working with Scott, Rob & Rob has been a pleasure."
"Since starting work with First Wealth, we have been absolutely delighted with the service that we have received from all the team. Consistently efficient and professional, Scott, Rob and Frazer go above and beyond to ensure that we receive the best possible service and have made a process that would have taken us years had we tried to do it ourselves, much less of a daunting challenge. We look forward to working with the team for the foreseeable future!"
"I have been using First Wealth for my pension portfolio and future tax planning retirement inheritance issues for many years, I briefly left to go to another advisor, but came back as they proved far superior in so many ways, I find them so easy to talk to & deal with, with nothing to much trouble. I recently made a tax free withdrawal from my pension which they carried out on my behalf, with absolutely no fuss, They are a Family based firm that cares for its clients and I would thoroughly recommend their services."
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