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Marlborough announces ‘significant’ investment in First Wealth - IFA Magazine

Summary by IFA Magazine
Marlborough has made a ‘significant’ investment in First Wealth to support the financial planning firm’s ambitious growth strategy. The investment gives Marlborough a minority shareholding in the business, which employs 25 staff, including eight financial planners, and manages approximately £480m of assets for around 600 clients and their families. First Wealth’s offices are in London’s Marylebone and clients are primarily business owners and en…
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Marlborough takes minority stake in London-based IFA

Investment manager Marlborough has taken a minority stake in London-based IFA First Wealth to support its growth strategy. First Wealth employs 25 staff, including eight financial planners, and manages approximately £480m of assets for around 600 clients and their families.

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IFA MagazineIFA Magazine

Marlborough announces ‘significant’ investment in First Wealth - IFA Magazine

Marlborough has made a ‘significant’ investment in First Wealth to support the financial planning firm’s ambitious growth strategy. The investment gives Marlborough a minority shareholding in the business, which employs 25 staff, including eight financial planners, and manages approximately £480m of assets for around 600 clients and their families. First Wealth’s offices are in London’s Marylebone and clients are primarily business owners and en…

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IFA Magazine broke the news in on Friday, March 28, 2025.
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