Financial Services
First Wealth (London) Limited
First Wealth (London) Limited

First Wealth (London) Limited Reviews Summary

Rated 5 Star based on 108 Reviews

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Published on
January 28, 2024
Last updated
March 13, 2024

What do customers think about First Wealth (London) Limited?

An analysis of recent reviews for First Wealth suggests a strong and positive company reputation, characterized by their attentive and personalized client service. Customers express a high degree of satisfaction with the responsiveness, professionalism, and expertise of the financial advisors at First Wealth. The feedback indicates a recurrent theme of the team’s proficiency in addressing complex financial situations, offering tailored advice aligned with individual life goals, and providing strategic solutions for retirement planning, tax efficiency, and investment performance. The approachability and enjoyment of the client-advisor relationship are consistently lauded, indicating that First Wealth likely prioritizes strong communication and understanding of client needs as part of their service model.

Positive Feedback

Customers consistently highlight the personal and tailored approach of First Wealth's service as a key positive aspect. The advisors' commitment to understanding clients’ personal life goals and aspirations before crafting individualized financial strategies is noted as exceptional. The First Wealth team's exceptional level of responsiveness and professionalism also receives acclaim, reassuring clients during market instability, as seen during the Coronavirus episode. The recommendations provided are noted to be clear, comprehensive, and adaptable to changing circumstances. Clients also appreciate the enjoyment and ease of communicating with the team, which enhances the financial planning experience. What stands out from customer feedback is the perception of value, with investments reportedly performing beyond expectations, underpinning a strong sense of trust and satisfaction in the company’s services.

Concerns and Threads

While the reviews provided are overwhelmingly positive and do not explicitly outline significant negative customer experiences, any potential areas for improvement are not readily apparent from the feedback. It is possible, however, that as the company grows, maintaining the high standard of personalized service could become challenging. An absence of critical feedback might also be due to a self-selecting group of respondents; dissatisfied clients may choose other platforms to voice dissatisfaction, or might not be as inclined to leave public feedback. To ensure a balanced understanding, prospective clients should also seek information from a variety of sources beyond the positive reviews presented.

Frequently asked questions about First Wealth (London) Limited

How does First Wealth tailor their financial advice to individual needs?

First Wealth is known for their personal advisory approach, working closely with clients to understand their unique life goals before creating a customized financial strategy that aligns with their aspirations and circumstances.

Can First Wealth provide assurance during market volatility?

Clients have reported that First Wealth offers reassuring and responsive communication during times of market instability, providing clear explanations and support to address any concerns with investments.

Does First Wealth have experience with complex tax planning and pension portfolios?

First Wealth has demonstrated expertise in complex financial matters, including tax planning and managing pension portfolios, with clients noting successful handling of such issues and satisfaction with the outcomes.

What are customers saying about First Wealth (London) Limited

First Wealth (London) Limited
Richard T
a year ago
We have been very impressed with Anthony and the First Wealth Team - everyone we’ve engaged with has been attentive, knowledgeable, professional and responsive . . . and friendly too. Our case (like all) has its complexities and it’s been very reassuring to be able to discuss and address them, especially as they have proactively identified additional relevant factors and built solutions into the ‘Grand Plan’. We look forward to continuing and developing our relationship with First Wealth over the coming years as we enter and progress through our retirement . . . !
First Wealth (London) Limited
Deirdre Paige von Gruben
9 months ago
Sam & the team have been incredibly helpful, they set us on such a fabulous path and gave us clear insights on our next steps to create the future we want for ourselves. Thank you kindly Sam! I would highly recommend the First Wealth team if you're looking for financial advice!
First Wealth (London) Limited
3 years ago
Rob and the team at First Wealth have provided us with timely, commercial and easy to understand investment advice. They are extremely responsive, and provide an excellent client-focused service and importantly are great fun to work with. We particularly enjoyed working through some of the curly questions about our life goals before working with the team to agree a personalised strategy that works for us. Thanks to First Wealth for starting us on our UK investment journey.
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About First Wealth (London) Limited

Financial Services

Great financial planning can change your life. We exist to inspire ideas, create confidence and give you the freedom to live.