First Wealth

First Wealth on hunt to acquire like-minded financial planning firms

Companies

First Wealth on hunt to acquire like-minded financial planning firms

Follows significant financial backing from Marlborough

clock 24 June 2025 • 5 min read
First Wealth appoints Jess Biggs to launch sports and entertainment division

Companies

First Wealth appoints Jess Biggs to launch sports and entertainment division

Division will support elite clients across sports and entertainment

clock 10 June 2025 • 1 min read
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
Pride Month: LGBTQ+ inclusion strategies across financial services

Your profession

Pride Month: LGBTQ+ inclusion strategies across financial services

Sahar Nazir talks to four firms who are marketing towards LGBTQ+ clients

clock 24 June 2024 • 5 min read
The Verve Foundation reveals sponsors of new adviser student cohort

Companies

The Verve Foundation reveals sponsors of new adviser student cohort

Intelliflo, PortfolioMetrix, and First Wealth included as sponsors

clock 14 May 2024 • 1 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
First Wealth co-launches financial education platform

Your Business

First Wealth co-launches financial education platform

Thrive Money

clock 20 June 2022 • 2 min read

Your profession

First Wealth re-launches financial education programme

Let’s Talk About Money

clock 07 April 2021 • 1 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