First Sentinel Wealth offers personalised independent financial advice. We develop long term relationships with our clients and our mission is to provide you and your family with high quality advice for life, enhancing your relationship with money. We prioritise communication with our clients and are here to break down the complexities of finance and help your money grow in the most tax-efficient way. Our team are personable, precise and always available. We pride ourselves on sourcing investment opportunities across a wide range of products; in today’s fast-changing world, long-term value is achieved through continuous innovation. First Sentinel Wealth offers a wide range of services including: - Retirement planning - Investment management - Bespoke portfolio structuring - Tax efficient investing - Cash flow modelling - Family planning - Cross border and expat financial advice To find out how we can help you, please visit our website or contact us via LinkedIn.
| Website | https://firstsentinelwealth.com |
| Employees | 11 (7 on RocketReach) |
| Founded | 2022 |
| Phone | +44 20 4583 6084 |
| Industry | Financial Services |
| Keywords | Financial Advisor, Wealth Management, Investment Advice, Portfolio Management, Retirement Planning, Estate Planning, Financial Planning, Wealth Preservation, Legacy Planning, Investment Strategies, Long-Term Investing, Personalized Advice, Independent Advisor, Fee-Only Advisor, Financial Consultant, Secure Your Future, Build Wealth, Family Wealth, Financial Security, Investment Solutions |
| Competitors | Wells Fargo, Fidelity Investments, Morgan Stanley, Vanguard, Schwab Advisor Services, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, Raymond James +30 more (view full list) |
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Jonathan Hives is the Chief Executive of First Sentinel Wealth.
7 people are employed at First Sentinel Wealth.