Company Information

Get to know First Wealth | Certified B Corp

Founded in 2008, First Wealth is a lifestyle-focused financial planning firm that helps individuals and families make smart decisions about their money. As a Certified B Corporation, the company is committed to meeting high standards of social and environmental performance, accountability, and transparency. Their core service is providing bespoke financial plans and investment management to help clients achieve their personal and financial aspirations, with an emphasis on living a "life well-lived".

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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First Wealth | Certified B Corp

United Kingdom

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

Security Information :

FSCA

FSC

ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.