First Wealth becomes 'B Corp' certified during pandemic
'We aim to disrupt this industry to its core'

First Wealth has become 'B Corp' certified
Financial planning firm First Wealth has been B Corporation (B Corp) certified after meeting rigorous social and environmental standards which demonstrate its commitment to “goals outside of shareholder profit”.
The business said it was now part of a group of companies - more than 3,500 globally - which are "reinventing business by pursuing purpose as well as profit" and it aimed to "disrupt this industry to its...
More on Companies
Openwork shakes up executive team
Creation of chief commercial officer role
Fairstone acquires Berkshire-based financial planner with £60m FUM
£800,000 annual fee income
Succession Wealth reports operating loss of £3.6m in 2020
Private equity-backed business
Perspective Financial Group acquires Corby-based planning firm
Northants and Cambs client base
Transact purchases financial planning software provider Time4Advice
First acquisition of 2021
Back to Top
More news
Vintage Wealth Management acquires Beaufort firm Corfe WM
Surrey-based firm
It's official: Advice is better than guidance, says Guy Opperman
From the horse's mouth