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Anthony Villis CFP®

First Wealth

About this speaker

Anthony is managing director of First Wealth in London. He became a member of Inspiring Advisers in 2014 and he and the whole team at First Wealth enthusiastically adopted Lifestyle Financial Planning and they haven't looked back!

He is a Chartered and Certified Financial Planner, has passed the Investment Management Certificate and also holds a BSc degree in economics. But the role he’s most proud of is being a dad to his beautiful daughter, Lux.

As a business First Wealth has won a number of awards over recent years, including the Money Marketing Small Adviser of the Year award, the leading adviser practice Schroders UK Platforms award and being named a New Model Adviser Top 100 company.

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Talks

Advisor Success - How to escape 'Advisor Ground Hog Day' and bring meaning and purpose to your client value proposition.

Anthony Villis