Founded in 1995, we are based in Ickenham in Middlesex and joined the St. James's Place Partnership in 2010. Since then, First Choice Financial Management has evolved into the family practice that it is today with clients based across London and the Home Counties.

Our business is built on the premise that we must be honest, authentic and switched on to our clients. Although we like to operate in a friendly and informal way, we take what we do very seriously – we recognise the responsibility we have in making sure your life savings are looked after well.

We represent high net worth individuals, small business owners and company directors, and we provide professional advice on all areas of wealth management, including:

• Pre- and post-retirement planning
• Lump sum investment planning
• Inheritance tax planning
• Investment planning for income
• Generational planning

We help our clients set their goals for the future by creating a bespoke financial plan using state of the art technology and cash flow modelling tools and meet regularly, according to individual needs, to check if they are on track to achieve their goals. We pride ourselves on our professionalism and personal integrity in all our business dealings.

Ciara and I are supported by a team of support staff, providing assistance in dealing with providers, administration and management of your portfolios.