Unavailable for contact through VouchedFor
Based in Marylebone
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
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 and the current holders of the UK Platform Awards UK Leading Adviser Practice. 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.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Robert's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.