The First Wealth Blog

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

The ‘Are You In?’ Movement

By Anthony Villis, Managing Director
First Wealth are delighted to announce we will be the first corporate supporter ...
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Setting Out The Vision for The Future of Our Profession

By Anthony Villis, Managing Director
It’s no secret that today, as humans we’re living longer than ever before. ...
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Fees: How Much Are You Paying?

By Anthony Villis, Managing Director
Followers of the financial news will have seen that transparency has become a ...
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My Sabbatical Experience

By Zoe Raynsford, Paraplanner
After five years service at First Wealth we are each presented with the ...
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My Summer Internship Experience

By Sam Hurst
Having recently completed a summer internship programme with First Wealth, I ...
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The First Wealth Guide for Business Owners – Part 3 – Selling Up or Handing Over

By Robert Schwarz, Financial Planner
In the third and final part of the First Wealth Guide for Business Owners, we ...
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Evidence-Based and Passive Investing – What's the Difference?

By Daniel Evans, Technical Analyst
Systematic vs. Judgemental Following the roll out of our new Evidence-Based ...
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First Wealth's Guide for Business Owners – Part 2 – Running the Day-to-Day

By Robert Schwarz, Financial Planner
Welcome to part two of our three-part guide for business owners, covering ...
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How Financial Planners Increase Wellbeing

By Anthony Villis, Managing Director
Earlier this month, I attended the Inaugural Financial Wellbeing Conference in ...
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