First Wealth - London

Información sobre First Wealth

Address: 6 Broadstone Pl, London W1U 7EN, United Kingdom.

Phone: 2074672700.

Website: firstwealth.co.uk.

Características y Especialidades

First Wealth es una empresa de asesoramiento financiero que ofrece servicios de planificación financiera personalizada a sus clientes. Sus especialidades incluyen planificación financiera, consultoría en inversiones y gestión de patrimonio.

Ubicación

La sede de First Wealth se encuentra en Londres, Reino Unido, lo que la convierte en una opción conveniente para aquellos que buscan asesoramiento financiero en el corazón de la ciudad.

Comentarios y Opiniones

Según las opiniones de los clientes, First Wealth se destaca por su personalidad cálida y profesional, lo que les permite a sus clientes sentirse cómodos y seguros al hablar sobre sus finanzas. Los clientes han mencionado que el equipo de First Wealth es muy atento y dispuesto a ayudar, lo que les ha permitido navegar por sus finanzas con confianza.

La empresa también se destaca por su accesibilidad, ya que ofrece citas en línea y servicios en sitio, lo que la hace accesible para personas con discapacidades. Además, la empresa es amigable con la comunidad LGBTQ+.

Medio de Opinión

Según los comentarios de los clientes, la media de opinión de First Wealth es de 5/5 estrellas en Google My Business, lo que indica una alta satisfacción entre los clientes.

Recomendación Final

Si estás buscando un asesoramiento financiero personalizado y confiable, First Wealth es una excelente opción. Con su equipo de expertos en planificación financiera y su ubicación conveniente en Londres, estás en buenas manos. Visita su página web para obtener más información y contactar con ellos para obtener asesoramiento financiero personalizado.

Recuerda que la planificación financiera es una decisión importante y es fundamental elegir a un asesor que se adapte a tus necesidades y objetivos. Con First Wealth, puedes confiar en que estás en buenas manos.

👍 Reviews of First Wealth

Shelley B.

5/5

Robert Caplan at First Wealth has been and continues to be an enormous support at a very challenging time. His warm friendly manner puts me at ease. His approach on any subject we discuss, and razor sharp professional focus allows me to understand very clearly.
My Mother always spoke very highly of him and it was a righteous praise. I feel I have been left in safe hands as I navigate through her finances.
Thank you Robert for your kind support it has and will be invaluable.
Shelley

Freddie J.

5/5

I had a conversation with First Wealth at a time when there was a lot of change happening in my life. I was leaving full time employment to set up my own company, I was in the prcoess of getting my first mortgage and I was trying to navigate how to future proof my finances amidst all of this. Not only did the team develop a clear, long-term financial plan for me that felt achievable and understandable, they also supported me on a micro level with things like health and life insurance policies. The whole journey was very personalised and the team went above and beyond to set me up in business and life - and continue to do so which I remain very grateful for.

Richard T.

5/5

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 . . . !

Georgina

5/5

Rob and the team at First Wealth have provided us with timely, commercial and easy to understand investment advice. They are extremely responsive, and provide an excellent client-focused service and importantly are great fun to work with. We particularly enjoyed working through some of the curly questions about our life goals before working with the team to agree a personalised strategy that works for us. Thanks to First Wealth for starting us on our UK investment journey.

Anna H.

5/5

Highly professional and knowledgeable service from First Wealth. Things are always clearly explained and different options provided. When Coronavirus hit and markets were unstable it was easy to get hold of Rob and have a conversation with Rob about our concerns with our investments. He was able to explain things to us and allay our concerns which was a great comfort. We are incredibly happy with the service, the excellent advice and all round professionalism of everyone at First Wealth - so much so that we have recommended them to a number of our friends.

Graeme P.

5/5

I have enjoyed a successful and profitable client experience with First Wealth.
The teams proactive, attentive and considerate approach to my investments is market leading and i am able to quickly speak to a member of the team whenever I need advice.
I also enjoy the peace of mind of being updated on any key financial issues, in addition to my regular portfolio reviews, all of which are easily accessible online to me 24/7.
My portfolio has enjoyed considerable year on year profitable returns, traditionally beating typical market rates. To this extent, I have no hesitation in recommending the guys.

Michael H.

5/5

The team at First Wealth have been superb, their handling and planning of our financial affairs has been second to none, especially in regard pensions and savings options.
Special mention to Scott, Rob and Frazer - excellent service.
I have marked the Good quality and Good value buttons, but believe that understates the difference they have made to our planning.

Gary H.

5/5

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.