First Wealth LLP Information

View Top Employees from First Wealth LLP

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Website	http://www.firstwealth.co.uk
Revenue	$5.9 million
Employees	25 (25 on RocketReach)
Founded	2009
Address	6 Broadstone Pl, London, Essex W1U 7EN, GB
Phone	+44 20 7467 2700
Technologies	JavaScript , HTML , PHP +14 more (view full list)
Industry	Finance General, Finance
Web Rank	1 Million
Keywords	Financial Advisor, Wealth Management, Financial Services, Financial Planning, Financial Consulting, Investment Advice, Investment Strategies, Investment Solutions, Asset Allocation, Portfolio Management, Wealth Preservation, Risk Management, Retirement Planning, Private Wealth, Capital Preservation, Long Term Investing, Estate Planning, High Net Worth, Wealth Building, Tax Planning
Competitors	Vanguard for Investment Professionals, Schroders, Wealthsimple, Hargreaves Lansdown, Partner True Potential Wealth Management, AJ Bell, Charles Stanley & Co. Limited, Nutmeg Investment Partners LLC, Fidelity Adviser Solutions, Parmenion +46 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52399 Companies, NAICS Code 523 Companies

First Wealth LLP Questions

What is the annual revenue of First Wealth LLP?

The First Wealth LLP annual revenue was $5.9 million in 2026.

Who is the Co-Founder and Head of Private Office of First Wealth LLP?

Robert Caplan is the Co-Founder and Head of Private Office of First Wealth LLP.

How many people are employed at First Wealth LLP?

25 people are employed at First Wealth LLP.

Where is First Wealth LLP based?

First Wealth LLP is based in London, Essex.

What is the NAICS code for First Wealth LLP?

The NAICS codes for First Wealth LLP are [5239, 52, 52399, 523].

What is the SIC code for First Wealth LLP?

The SIC codes for First Wealth LLP are [62, 628].

Top First Wealth LLP Employees

Robert Caplan

Co-Founder and Head of Private Office at First Wealth LLP

London, GB
1
- firstwealth.co.uk
5+
- +44 20 8416 XXXX
- +44 20 7467 XXXX
- +44 20 7467 XXXX
- +44 20 7467 XXXX
- +44 7773 77XXXX
- +44 7773 77XXXX
Anthony Villis

Managing Director at First Wealth LLP

London, GB
2
- firstwealth.co.uk
- gmail.com
5+
- +44 7894 61XXXX
- +44 20 7487 XXXX
- +44 20 8416 XXXX
- +44 20 7467 XXXX
- +44 20 7467 XXXX
- +44 20 8416 XXXX
David Aaron

Head of Compliance at First Wealth LLP

United Kingdom
1
- firstwealth.co.uk
Frazer Cronin

Head of Operations at First Wealth LLP

United Kingdom
1
- firstwealth.co.uk
2
- +44 20 7467 XXXX
- +44 20 7467 XXXX
Scott Dip

Financial Planner at First Wealth LLP

London, Greater London, United Kingdom
1
- firstwealth.co.uk
Humaira C.

Head of Client Experience at First Wealth LLP

London, GB
1
- firstwealth.co.uk
Charlotte Dippfs

Head of Client Relationship Management at First Wealth LLP

Milton Keynes, GB
1
- firstwealth.co.uk
Jesse Saunders

Client Relationship Manager at First Wealth LLP

London, England, GB
1
- firstwealth.co.uk
2
- +44 20 7426 XXXX
- +44 20 7467 XXXX
Ruhaly Dippfs

Technical Analyst (Paraplanner and Trainee Financial Planner) at First Wealth LLP

London, England, GB
1
- firstwealth.co.uk
1
- +44 7907 39XXXX
Brooke Davidson

Digital Marketing Executive at First Wealth LLP

United Kingdom
1
- firstwealth.co.uk

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