The First Wealth Blog

Our work comes with the sound reassurance of knowing we’re leaders in our sector

What’s important to you is important to us. Here’s our latest thinking on finance, business, lifestyle, travel and more.

Why I’m Proud To Be a Young Financial Adviser

By Scott Millar, Financial Planner
Being a young financial adviser is different. You may not notice it at first, ...
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December 2018 Market Commentary

By First Wealth Investment Team
World Equity markets see worst December in decades Japan led the falls, losing ...
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What Christmas Films Can Tell Us About Financial Advice

By Anthony Villis, Managing Director
When I was a child, nothing heralded the beginning of the festive season like ...
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November 2018 Market Commentary

By First Wealth Investment Team
Brexit deal agreed UK equities ended the month slightly lower, and Sterling was ...
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Leaving a Lasting Legacy – #WhatMattersMost

By Robert Caplan, Financial Planning Director
Earlier this month we launched our commitment to What Matters Most. It’s about ...
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October 2018 Market Commentary

By First Wealth Investment Team
Global stocks fall, led by US tech giants The US market fell during the month, ...
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Don’t Leave It Too Late – Why All Entrepreneurs Need a Business Continuity Plan

By Anthony Villis, Managing Director
Starting your own business takes drive, determination and a great deal of ...
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It’s Time to Ask Ourselves – What Matters Most?

By Anthony Villis, Managing Director
“Things are not always what they seem; the first appearance deceives many; the ...
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September 2018 Market Commentary

By First Wealth Investment Team
Brexit tensions escalate as Chequers Plan is rebuffed by EU Increasing talk of ...
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