First Wealth | Certified B Corp
Claire Phillips is an accomplished financial professional with extensive experience in the financial planning sector. Currently serving as a Chartered Financial Planner and Director at First Wealth since November 2018, Claire has also been a Chartered Financial Planner and Partner at First Wealth LLP since June 2010. Prior to these roles, Claire worked as a Consultant/Senior Paraplanner at Target Financial Management from October 2007 to June 2010. Claire's academic qualifications include a Certified Financial Planner designation from the Institute of Financial Planning, a Fellowship from the Chartered Insurance Institute, a Master of Science (MSc) in Development Studies from Birkbeck, University of London, and a Bachelor of Arts (BA) in Geography focused on Asia and Africa from SOAS University of London. Additionally, Claire holds the Chartered Wealth Manager designation from The Chartered Institute for Securities & Investment (The CISI).
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First Wealth | Certified B Corp
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.