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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.

Retirement Planning Case Study: Susan & Chris

By Robert Schwarz, Financial Planner
From a high-profile music industry job, servicing artists like Taylor Swift, to ...
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Net Zero Hero In Action

By Anthony Villis, Managing Director
In February 2021 the team and I at First Wealth have offset of our scope one ...
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7 Ways To Protect Yourself From Investment Scams

By Claire Phillips, Financial Planning Director
It is that time of year when scams are rife. In the last few weeks three First ...
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Meet The Team: Kerry

By First Wealth Team
Let's get the basics!  Name: Kerry Burgess    Job Title: Practice Manager     ...
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Why Day 2021

By Anthony Villis, Managing Director
Each January our team kicks off the year with the First Wealth Why Day. It is a ...
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Inheritance Tax Case Study: Mrs Taylor

By Scott Millar, Financial Planner
In this case study we will look at: ● How Mrs Taylor wanted to mitigate a ...
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5 Practical Steps You Should Take To Achieve The Perfect Retirement

By Robert Schwarz, Financial Planner
Retirement has changed. Gone are the days when you’d work for the same employer ...
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Can I Retire Early?

By Anthony Villis, Managing Director
The last twelve months have been tough for many individuals and businesses. ...
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Lockdown 3.0, here we go again...

By Zoe Raynsford, Paraplanner
I found it hard writing this. When I wrote my last post in May 2020 , we were ...
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