@FirstWealthLtd profile picture
First Wealth @FirstWealthLtd

Chartered Financial Planning Firm of the Year 2021/22. Evidence based investing. Financial coaching. Certified B Corp #WhatMattersMost.

Joined November 2011
  • Tweets 2,891
  • Following 3,540
  • Followers 3,436
1,109 Photos and videos
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First Wealth@FirstWealthLtd
2 Nov 2021
We are so proud to say that @FirstWealthLtd won the @pfsconf Chartered Financial Planning Firm of the Year 2021/22 tonight! A huge amount of hard work from the team and lots of help from amazing people in our profession has helped us reach this point. To everyone, thank you!
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With inflation at an all-time high, now might just be the best time to invest your excess cash... Check out the video below to find out Robert Caplan's top three reasons! πŸ‘‡ #investing #inflation #finance
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Our Co-Founder Robert Caplan spoke to @sageuk on their #soundadvicepodcast! Listen for all things First Wealth, B Corp, and Thrive Money... You can listen now ⬇ Spotify: 1sa.ge/huXU50NFI7J Apple: 1sa.ge/mxjW50NFI6R #financialplanningtips #financialgoals
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Our Co-Founder, Rob, was a guest on the #SoundAdvicePodcast, talking all things B Corp and business. Sneak peak and link to the full episode below.πŸ‘€ #bcorpcertified #financialplanning
Sage UK
@sageuk
11 Apr 2023
🌳. @FirstWealthLtd didn't just way to say they do good work, they wanted to be held accountable to keep up their high standards of environmental and social values. πŸ”— Download #SoundAdvicePodcast to discover the benefits of becoming a B-Corp company: 1sa.ge/LLJu50NFGYF
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First Wealth retweeted
Sage UK
@sageuk
11 Apr 2023
🌳. @FirstWealthLtd didn't just way to say they do good work, they wanted to be held accountable to keep up their high standards of environmental and social values. πŸ”— Download #SoundAdvicePodcast to discover the benefits of becoming a B-Corp company: 1sa.ge/LLJu50NFGYF
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What's the true value of real, professional financial advice? Who better to explain it, than Co-Founder and Managing Director, Anthony Villis! #finance #financialadvice #financialplanning
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We pride ourselves on our ability to maintain clear, jargon-free communications with our clients. We get to know you, we build your plan, and we keep you on track. It sounds simple, because it is! #YourMoneyTeam #Reviews
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Our focus as a business isn't to simply provide a product or a service that's standard for all. We provide holistic guidance to our clients - creating individual plans which help to shape and attain the future they've always desired. #TrySomethingNew #YourMoneyTeam
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We're transparent with our customers, so you know exactly what you're paying for, and exactly how much your investment will cost you from set-up to monthly running charges for maintenance of your portfolio. Take a look to find out how transparent we are: bit.ly/3XwV6eI
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Building trust and confidence in client relationships is key to our success. The best way to do this is not by selectively cherry-picking convenient results, but by being honest, using performance-based results, helping promote successful investor behaviour and looking ahead.
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Headlines may give rise to concern, but working closely with First Wealth's expert Financial Planner to build a firm investment strategy and devise a well-structured portfolio is the surest way to block out the media noise and stay on course to meet your long-term goals.
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Current levels of inflation can seriously damage your wealth, especially if you have significant amounts of cash in your bank. Watch the brief video below to gain an understanding of how much money you should keep in cash! πŸ‘‡ #finance #inflation #investing
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While a small number of people may have the technical and professional expertise to go about Financial Planning alone, working with seasoned, friendly professionals could be exactly what you need to achieve financial peace of mind - free from investment and pension anxiety.
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You're a successful entrepreneur βœ… Why would you need a financial planner⁇ Take a look at our 6 great things Financial Planners can do for Entrepreneurs: bit.ly/3xiKVQe #entrepreneurs #business #financialplanning
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By working with us, you'll have a comprehensive financial plan - reducing anxiety and financial stress through the extreme clarity provided by a granular breakdown of how to achieve the lifestyle you deserve to live. Take a look here to find out more: bit.ly/3K2QH00
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'When is the best time to seek financial advice?' There is no time like the present. However, some of our clients have joined us following a major life event: buying a new home, welcoming a new family member, or even starting or selling a business. >> bit.ly/3RRghH8
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Are you one of these people? You could be making much better use of your excess cash. Take a read of our recent article to find out how we're advising our clients with doubts to move away from simply holding cash in an account πŸ‘‰ bit.ly/40oUfPP #investing #finance
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We're real people who want to break the stigma of Financial Planning - by offering sound financial advice that's based specifically on your lifestyle and future goals. Sounds like a service you could be interested in? bit.ly/3rJfJ9E #YourMoneyTeam
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Straightforward Fees. No hidden charges, costs or nasty surprises. We're entirely transparent with our customers, so you know exactly what you're paying for, and exactly how much your investments will cost you! #YourMoneyTeam #RadicalTransparency
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There's no Planet B - which is why we're driving change with hard action, not just words - and we hope to encourage the wider profession and beyond, to do the same! bit.ly/3TwYMfy #Climate #Finance #BCorp #NetZeroHero
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What is financial coaching and how can it help you? In this short video our team tell you everything you need to know, and discuss the difference a great financial coach can make to the financial planning process! Interested in finding out more? bit.ly/3ZlXrLI
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