Your Trusted Partner in Financial Success
First Choice Wealth Management was founded on the principle that all aspects of financial planning should work in harmony. We saw that investment-only advisors were insufficient for clients’ needs. As a solution, we have combined investment advice with retirement planning, estate planning and tax efficiency to create a personalised solution for your complete needs.
Our initial step focuses on us gaining a full understanding of your specific objectives and the obstacles preventing you from achieving them. Your financial situation helps us develop a financial strategy that targets your most important needs. Our approach includes proactive communication and routine plan reviews to maintain alignment with your changing life conditions. We aim to provide clear, actionable guidance that helps you make knowledgeable choices.
Expert Financial Solutions Tailored to Your Needs
Investment Advisory
After we have a comprehensive understanding of your needs, objectives and constraints, our robust investment process, combined with the tax
Retirement Planning
The rules that govern the range of retirement planning options are incredibly complex. Once you have made the decision to contribute towards
Estate Planning & Wealth Preservation
If you are planning on leaving assets to your family or others on death or wish to gift assets during your life-time, there is a real risk that the value of
Building Lasting Financial Confidence
True financial security develops through advice that demonstrates enduring value. Your financial plan is designed to support your present needs while adapting to life’s changes, ensuring future security. Through our partnership, you will get access to specialists who make long-term achievements their main priority.
We invest our time in discovering your objectives and principles along with your life aspirations to maintain their alignment with every financial action you take. A collaborative approach ensures stable financial security, enhanced wealth protection and lasting benefits for you and future generations.
Strategic Investment Plan Tailored to Your Goals
We reject one-size-fits-all solutions, focusing instead on bespoke strategies tailored to each client. At First choice, our teams take the time to understand your needs before crafting financial solutions that align with your circumstances.
Regular assessments ensure your financial plan evolves alongside changes in your life. We are committed to building long-term partnerships through proactive communication and expert guidance, helping clients achieve lasting financial confidence, success and security.
Strategic Investing for a Brighter Future
Personalized Plans for Maximum Gains
Life Insurance
Life Insurance provides your family protection by paying out a lump sum on death. The level of cover you need is carefully assessed by one of our experienced Financial Advisors to tailor a plan that meets your requirements.
Critical Illness
Critical Illness provides protection by paying out a lump sum if you are diagnosed with a serious illness such as cancer or you have an accident which renders you permanently unable to work. This type of protection affords you the ability to potentially repay your mortgage, or supplement your current income if need be. Importantly you have full flexibility and total control of how you spend the money.
Health Insurance
Tired of waiting for the NHS? Health Insurance offers quick access to private diagnosis and treatment should you fall ill or be injured. First Choice Wealth Management aims to meet your individual needs and tailor an insurance policy to meet all your requirements.
What Clients Says About Us
“First Choice Wealth Management helped me consolidate all my frozen pensions into one easy to manage place.”
“First Choice Wealth Management helped me consolidate all my frozen pensions into one easy to manage place.”
“First Choice Wealth Management helped me consolidate all my frozen pensions into one easy to manage place.”
Meet Our Expert Literatures Teams
Sachin Pattni
Jimmy Patel
David Loudon
Jeremy Leadsom
