First Wealth Joins Includability to Strengthen Culture, Evidence and Long-Term Impact

First Wealth Joins Includability to Strengthen Culture, Evidence and Long-Term Impact

Includability is delighted to announce that First Wealth has joined the Includability collective as a Committed Employer.

First Wealth is an award-winning financial planning and wealth management firm based in London. The business works with clients to help them build confidence in their financial lives, with services spanning financial planning, wealth management, tax planning, retirement planning and financial coaching.

The firm is also a Certified B Corp, with a clear purpose-led approach to changing how financial services is experienced by clients, teams and communities.

As First Wealth joins Includability, our focus will be on developing a Cultural Roadmap that supports the organisation’s next stage of workplace culture, B Corp alignment and long-term strategic progress.

The financial services sector is changing. Clients, candidates and employees increasingly expect businesses to be transparent, responsible and values-led. For organisations already operating as B Corps, that expectation is even higher. It is no longer enough to have good intentions or strong values on paper. The real challenge is being able to evidence what is working, identify where progress is needed and build a culture that is attractive to candidates and clients alike.

Includability’s Committed Employer process helps organisations do exactly that.

Through structured data capture, expert-led pillar conversations and strategic reporting, Includability gives organisations clarity, evidence and direction across the areas that shape better workplaces. For First Wealth, the process will create a board-ready Cultural Roadmap that reflects the organisation’s existing strengths, identifies opportunities for development and supports preparation for future B Corp recertification.

The process will cover the Includability pillars of diversity and inclusion, mental health, wellbeing, sustainability and impact, talent management, leadership and governance.

First Wealth believes in building a business that reflects its core values. As the company continues to grow, our Evolution Team is excited to be working with Includability to help make our culture the best it can be. Their support will help us build on the strong foundations we've already established as a Certified B Corp, while continuing to strengthen our workplace for the future. We're looking forward to having the Includability team alongside us on this journey as we create an even better workplace for our people.
- First Wealth Team

David Holby-Wolinski, Co-Founder of Includability, said: “First Wealth are a brilliant example of a financial services business doing things differently. Their B Corp status already speaks to a clear commitment to people, purpose and responsible business, and we are excited to support them as they continue to build on that work. Our Cultural Roadmap process gives organisations the space to pause, review and understand what is really happening across their workplace culture. For B Corps, it also creates a practical way to evidence progress and prepare for future recertification with more confidence.”

James Pravato, CEO and Co-Founder of Includability, added: “There is a real opportunity for purpose-led financial services companies to lead differently. First Wealth have already built a strong identity around financial wellbeing, trust and better client outcomes. We now get to support them behind the scenes, helping them connect that purpose to culture, people, leadership and evidence.”

First Wealth now joins the wider Includability community, gaining access to expert support, community events, practical resources and ongoing guidance beyond the delivery of the Cultural Roadmap.

About First Wealth

First Wealth is an award-winning financial planning and wealth management firm based in London.

The firm supports clients through financial planning, wealth management, financial coaching, tax planning and retirement planning, helping people make confident decisions about their money, their lives and their future.

First Wealth is a Certified B Corp and was named Chartered Financial Planning Firm of the Year in 2021. The business was founded after the 2008 financial crisis on the belief that there had to be a better way of doing things in financial services.

Its philosophy is centred on financial wellbeing, helping clients use money as a tool to live life on their own terms.

Website: https://www.firstwealth.co.uk/

About Includability

Includability is an expert-led system that helps organisations move from good intentions to clear strategy.

Through structured data capture, independent expert conversations, Cultural Roadmaps and ongoing community support, Includability helps organisations of all sizes build more inclusive, mentally healthy, sustainable and better-led workplaces.

The Committed Employer process gives organisations clarity, evidence and direction across six workplace culture pillars: Diversity, Equity and Inclusion, Mental Health, Wellbeing, Sustainability and Impact, Talent Management, and Leadership and Governance.

For B Corps, Includability also supports organisations with evidence, workforce insight, JEDI alignment and preparation for future recertification.

Website: https://www.weareincludability.co.uk/