Anthony Villis

Marlborough makes 'significant' investment in London-based planner First Wealth

Your profession

Marlborough makes 'significant' investment in London-based planner First Wealth

First Wealth manages approximately £480m of assets

clock 28 March 2025 • 2 min read
Open Advice eyes venture capital backing and secures £150,000  

Technology

Open Advice eyes venture capital backing and secures £150,000  

An extra £100,000 has also been raised from the founders

clock 11 April 2023 • 1 min read
Flexibility 'a necessity' for hybrid advice, says NextWealth

Business models

Flexibility 'a necessity' for hybrid advice, says NextWealth

New report collates views from 327 advice professionals

clock 27 February 2023 • 2 min read

Companies

First Wealth becomes 'B Corp' certified during pandemic

'We aim to disrupt this industry to its core'

clock 15 October 2020 • 2 min read