Jun 22, 2020
This week on the Adviser Gap podcast we are joined by not one but two advisers from forward-thinking, London-based lifestyle financial planning firm, First Wealth.
Rob Schwarz joined First Wealth in April 2017 as a Technical Assistant and is now a Financial Planner. He spent a few years working with expats and foreign nationals in Zurich, prior to returning to advise in the UK in 2016.
Scott Millar joined First Wealth in 2018 as a Financial Planner, following previous experience of advising clients repatriating to the UK.
They are both young, ambitious financial planners who have fast-tracked their careers to representing one of the most innovative lifestyle financial planning businesses in the country. We are sure you will appreciate their no-nonsense approach to career progression, as well as their story to discovering a new and different way of serving their clients at First Wealth.