Third Wealth is a UK financial planning firm focused on helping technology professionals build, protect and enjoy their wealth. It provides clear, collaborative advice designed for people whose finances may involve high incomes, equity compensation, stock awards and changing career paths. Rather than selling products, the firm develops strategies around each client’s goals and circumstances, with ongoing support as those goals evolve.

Its services bring together goals-based financial planning, investments and pensions, and tax planning. The process starts by defining what clients want to achieve, such as greater financial independence, flexibility or a plan for retirement. Third Wealth then aligns investments and pensions with those aims, considering risk, diversification and long-term growth. Tax planning is used where appropriate to support efficient, informed decisions while maintaining compliance.

The firm describes its advice as independent, jargon-free and delivered through a combination of digital tools and personal service. It offers whole-of-market access and ongoing reviews to help clients understand their investments, pension progress and financial milestones.