Charlotte Procter

Our award-winning lifestyle financial planning approach helps our clients identify, achieve, and protect what matters most to them, without the fear of running out of money. We work with high net worth individuals, 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: the holders of the Institute of Financial Planning David Norton Building Excellence Award, Money Marketing Small Adviser of the Year (2015), UK Leading Adviser Practice at the the UK Platform Awards, New Model Adviser of the Year Greater London, and PFS Chartered Financial Planning Firm of the Year 21/22. Here’s what our clients are saying about us: “It comes as no surprise that First Wealth have won so many awards recently. Refreshing to see a genuinely client-first approach to financial advice”. Stuart Dawson, CEO Luxia Global “First Wealth have looked after my personal finances for many years and have always provided excellent advice in an easy to understand and professional manner. This is why I am happy to recommend them to all of my Clients and Contacts”. Bobby Lane, Partner, Shelly Stock Hutter Accountants 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 click the link in our bio to schedule a call. Call us on 020 7467 2700 for a no-obligation initial discussion. Or e-mail at hello@firstwealth.co.uk.