Shows
B-Compliant PodcastFrom FCA Applications to Education Champions: A Week in ComplianceIn this episode, Rachel and Vicky unpack themes from a recent B-Compliant bulletin. They discuss emerging trends in FCA applications, including longer waits for allocation but quicker processing once a case officer is assigned, and the growing role of technology and AI in document analysis. They explore the recent FT Adviser debate sparked by Anthony Villis on whether compliance and technology are beating the joy out of financial planning, and share why they think the compliance narrative needs a reset. They then spotlight the Personal Finance Societys call for new Education Champions to deliver free financial education workshops in...
2026-02-1808 min
LSE Focal Point PodcastAnthony Villis - Co-founder and Managing Director of First WealthJoin us for another exciting episode at Focal Point where today we are joined by Anthony Villis, the co-founder and managing director of First Wealth. Prior to his current role, he was the founder of Open Advice and the co-founder of Thrive Money. Anthony holds a Economics degree from the University of Bath and is the recipient of the title of the UK’s Favourite Independent Financial Advisor by VouchedFor. Recorded in February, 2025
2025-03-1920 min
Hosted by HRISHosted by HRIS Episode 9 – Becoming a B CorporationOur ninth #HostedbyHRIS is now available! In this episode, our host, Alison Moini is joined by Anthony Villis, Managing Director at First Wealth, and Kate Rainbow, Head of Key Accounts at HRIS to discuss the impact of becoming a B corporation.
2024-06-2718 min
The Business Spotlight SeriesTHESE ARE MY GROWTH STRATEGIES | With Anthony Villis and Claudia Thompson | The Business Spotlight🎥 Dive into our latest Business Spotlight featuring Anthony Villis, MD of First Wealth! Discover the secrets behind his business growth strategies, hiring insights, and invaluable lessons learned on the journey to success - from the core principles fueling his company's expansion to the essential qualities he seeks in new hires. Join us as he reflects on what he'd do differently if given the chance to start anew. Don't miss this interesting conversation on thriving in business! 💼✨ #BusinessInsights #EntrepreneurshipSuccess #InterviewSeries#business #entrepreneur #advice #podcast #podcasts #businessowner #businesstips #businesstipsforsuccess #podcasting #growth #businessgrowth #businesslessons #businesslesson #businessessentials #howtostartabusiness #businesss...
2024-03-2514 min
The Growth Show with Matt LenzieAnthony Villis - Founder of Multi Award Winning First Wealth LLP - Wealth Management Unpacked. Anthony Villis is a serial entrepreneur and founder of the multi-award winning wealth management company First Wealth LLP, which recently won the coveted Chartered Financial Planning firm of the Year Award, 2021/2022 and has recently secured Certified B Corp Status. Anthony has recently launched several new businesses the first being Open Advice (https://openadvice.co.uk/), which is a Fintech company which has built software which been designed to close the “advice gap” and enables financial services companies to onboard clients more easily. Second Anthony and his team have launched Thrive Money (https://www.thriv...
2022-12-2251 min
The Advice ShowHow to repair the reputation of financial planning10 years on from RDR and in the midst of consumer duty, reporter Chloé Meley speaks to Ed Dymott from Benchmark Capital and Anthony Villis from First Wealth about how professional standards have evolved, and how chartered status could help boost the industry’s reputation.
2022-11-1425 min
Off Script with Ty TemelGrow Your Wealth: Navigating the Economic Downturn with Financial Planner & MD of First Wealth, Anthony Villis #10We’re woefully underserved for financial education, and yet current volatility is impacting all of us.
Through the chaos, we need a voice of reason to guide our way - enter Anthony Villis: Managing Director of financial planning firm First Wealth and a shining beacon of fiscal knowledge amid recent uncertainty.
In this timely episode of Off Script, Anthony cuts the BS from mortgages, investments, first time house buying, and offers practical advice to keep your financial security in the long run.
This episode covers
Building a resilient financial planning fi...
2022-10-281h 18
The AdviserTech ShowEp 21: The road to B-Corp feat. Anthony Villis, First WealthTune in to this episode of AdviserTech Unplugged where our Head of Marketing, Oliver Jenkins chats to Anthony Villis, Managing Director at First Wealth about their journey to becoming a certified B-Corp. If you’re unaware of what a B-Corp is, and how they are changing the way businesses around the globe are beginning to put purpose before profit, this is a great place to start!
First Wealth is a certified B Corp; a business for good that balances profit with the environment, their clients, their community, how they run the business, and the needs of their te...
2022-10-0726 min
FTAdviser PodcastPrice of investingIn this episode of the FTAdviser In Focus podcast First Wealth's Anthony Villis and Square Mile's Tom Poulter discuss the price of investing. Has the cost of passive investing reached its nadir? Or is there room for further price drops? We also discuss adviser take-up of passive funds and a booming ESG interest.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.
2022-05-3021 min
First, Focus - A Financial Services PodcastE11: Anthony Villis - A Journey to B CorpWelcome back to the 11th episode of First, Focus, a podcast dedicated to helping financial services businesses reach success through digital and content. In this latest episode, Lee Robertson, CEO of Octo Members and Adviser to the Board at ClientsFirst, speaks to Anthony Villis, Managing Director of chartered financial planning firm First Wealth, which recently achieved B Corp certification.
2022-03-0324 min
Fund Your Retirement PodcastFYR045 How the Role of a Financial Planner has Evolved with Anthony VillisAntony Villis is a charted financial planner, certified wealth manager, and qualified financial coach and mentor. Anthony shares how the role of a financial planner has evolved over the last decade. Some of the topics we will be discussing are evidence-based investing, the Monte Carlo simulation, and how the role of a financial planner has evolved to meet the modern demands of planning for retirement. Anthony is the managing director of First Wealth, a financial planning firm based in London he co-founded with his business partner in 2009. Timestamps: 0:00 to 1:27 Introduction.
2022-02-1530 min
Financial Planner Life PodcastThe Future of Financial Planning - Anthony VillisThis week Sam is joined by Anthony Villis, MD of First Wealth, a Chartered Financial Planning Firm of the year 2021/22. Anthony tells us why he invests so heavily in the wellbeing of his staff and why he chose to make his firm a B Corporation certified business. He explains how this has helped his staff, local community and the environment. Anthony also knows his tech; he shares some interesting views on how artificial intelligence (AI) will play its part in the financial planning profession. A very interesting chat covering many topics which we are sure you will enjoy.
2021-12-021h 08
PFS Power PodcastPFS Power Podcast - Episode 1 - Anthony VillisPFS Power Podcast - Episode 1 - Anthony Villis by Personal Finance Society
2021-03-2326 min
The Adviser Gap PodcastChanging the public perception of Financial Planning with Anthony VillisThis week on the Adviser Gap podcast we are joined by the energetic Anthony Villis, Managing Director of London based First Wealth. Listen in to hear how Anthony and First Wealth are planning to create a wave of positive change to improve the public’s perception of financial planning. There are great insights into how we can all play a part in this and how this can improve a budding financial planners progression. Tune in as Anthony offers great advice around the Adviser Gap too. Useful links: https://firstwealth.co.uk/ ht...
2020-10-1855 min
The Leaders Council PodcastIn Conversation: Anthony Villis Anthony Villis is the Managing Director of First Wealth, a chartered financial planning firm located in London.
2020-07-0200 min
The First Wealth PodcastOvercoming the Challenges of Startup Life, with Co-Founders of Central 23, Luke Shelley & Marcus Ereira #S1E9Creating a brand from scratch can be a daunting prospect, so to have Co-Founders who’ve done so twice in different industries on The First Wealth Podcast is an invaluable opportunity for anyone looking to enter the world of startups.Anthony Villis is joined by Luke Shelley & Marcus Ereira, Co-Founders of Central 23. We hear their insights into how local businesses can leverage unique marketing techniques, the lessons they’ve learned from setting up Tavistock Tutors, and how it’s helped their unique brand stand out from the crowd. This episode covers:The endearing response from th...
2020-06-3057 min
SalesChange - The PodcastS01E15 - The One with Anthony Villis from First WealthAnthony Villis is the Managing Director of wealth management & financial planning company, First Wealth. He describes his company as different - one which is trying to step away from the old days of financial advice & into one which is more relational & built to service his clients dreams &aspirations - rather than one which talks about the markets all day. This episode discusses how First Wealth started, their dreams for the future and of course, COVID-19. Anthony also answers the SalesChange 5 questions.
2020-05-2534 min
NextGen PlannersAnthony Villis on building a large lifestyle planning practice Anthony's background and how he came to be Managing Partner of First Wealth What kind of clients do First Wealth serve? Why was the firm setup as a LLP structure? Anthony tells us about his "start with why day" How they had a lightbulb moment with financial planning What is Anthony's view of digital advice and how does it fit alongside their core offering What has been his experience of being in a network? What is Anthony's advice to next generation planners? Any learning resources he recommends
2020-04-2851 min
The First Wealth PodcastUnlocking Your Growth Potential & The Origins of First Wealth with Co-Founders Anthony Villis & Robert Caplan #S1E1Welcome to The First Wealth Podcast, a podcast that’ll support your journey as you carve your own path, disrupt industries, and build your innovative ventures.We kick off series 1 with the Co-Founders of First Wealth, Anthony Villis (your host for the series) and Robert Caplan. Anthony & Robert break down the inception of their award-winning financial planning firm and the advice that entrepreneurs can take from their experiences. The economic parallels between the recession and current challenges make this episode an invaluable resource, where you’ll hear how to weather the storm of market uncertainty, why i...
2020-04-0336 min
????????????????????Progress not Perfection - Financial Life Coach Podcast meets Anthony VillisBook recommendation - Factfulness by Dr Hans Rosling
Best piece of advice - Don’t be the professional footballer who didn’t make it.
Listen how First Wealth are building tools to help scale their business and deliver better outcomes for clients.
What they are doing this year to increase new enquiries.
How they have restructured their business so the owners can concentrate on what matters most.
How they are setting more achievable goals with clients to create a feeling of progress.
What matters most for you? See: https://firstwealth.co.uk/resources/lifegoals/
@AJVillis
2019-01-291h 00
The Financial Life Coach PodcastProgress not Perfection - Financial Life Coach Podcast meets Anthony VillisBook recommendation - Factfulness by Dr Hans Rosling Best piece of advice - Don't be the professional footballer who didn't make it. Listen how First Wealth are building tools to help scale their business and deliver better outcomes for clients. What they are doing this year to increase new enquiries. How they have restructured their business so the owners can concentrate on what matters most. How they are setting more achievable goals with clients to create a feeling of progress. What matters most for you? See: https://firstwealth.co.uk/resources/lifegoals/ @AJVillis
2019-01-291h 00