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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.

8 Practical Ways to Improve Your Financial Wellbeing

By Claire Phillips, Financial Planning Director
Financial wellbeing allows you to enjoy life without constant daily worry and ...
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How First Wealth Puts Financial Wellbeing At The Heart of Financial Planning

By Robert Schwarz, Financial Planner
Financial wellbeing is one of five core elements that make up your overall ...
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Meet The Team – Tim Ross

By First Wealth Team
Tell us about your role. I am a Certified Financial Planner at First Wealth. My ...
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What Is Financial Wellbeing?

By Scott Millar, Financial Planner
Financial wellbeing is how people feel about the control they have over their ...
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Introducing Rebekah: Head of Marketing

By Rebekah Sawyers
Hi, I’m Rebekah, and I’m the new head of marketing at First Wealth.
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Let's Talk About Money

By Emma Fielding

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Meet The Team: Stuart Lyall

By First Wealth Team
Tell us about your role...  As a Client Relationship Manager (CRM), my role is ...
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6 Things Great Financial Planners Do for Entrepreneurs

By Scott Millar, Financial Planner
When it comes to your finances, having the right financial planner by your side ...
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10 Reasons Entrepreneurs Should Work With A Financial Planner

By Robert Schwarz, Financial Planner
Entrepreneurs are often advised to follow similar financial plans to employees. ...
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