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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.

It's not just about the numbers. It’s about the life you want to live.

By Anthony Villis, Managing Partner
Laura and Boleslaw 'Maz' Mazur have been long-standing clients. But it was not ...
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The First Wealth Investment Process

By Anthony Villis, Managing Partner
At First Wealth, our advice broadly covers three main activities; lifestyle ...
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March 2018 Market Commentary

By First Wealth Investment Team
March was another poor month for global equity markets, with the major markets ...
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Infographic: 10 Great End Of Tax Year Tips for 2018!

By First Wealth Team
With April 5th just around the corner, it’s important to check your tax ...
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PFS Expert Planning Panel

By Anthony Villis, Managing Partner
The third Personal Finance Society Expert Planning Panel meeting took place ...
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February 2018 Market Commentary

By First Wealth Investment Team
During February, world markets saw the correction that many commentators have ...
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Standing up to a stammer: personal commitment and professional support

By Robert Caplan, Partner
It’s hugely frustrating, saps your confidence and compromises your ability to ...
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January 2018 Market Commentary

By First Wealth Investment Team
January saw another positive month for most major equity markets, but with the ...
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Tough result, priceless experience: lessons from the O2 with Isaac Chamberlain

By Robert Caplan, Partner
Epic surroundings and an electric atmosphere marked Isaac Chamberlain's debut ...
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