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.

Can I Borrow From My Pension?

How Much Can I Pay Into My Pension?

Your Financial Planning Questions Answered

What I've Learnt From Being A Financial Coach

Top tips for staying calm in today’s markets

Financial Planning - Why doesn’t everyone do it like this?

First Wealth Why Day 2020

Entrepreneurs, it’s time to be more Pirate!

How To Invest A Large Cash Lump Sum Safely

Commercial Property Fund Suspensions

Election Coverage 2019

The ‘Are You In?’ Movement

Setting Out The Vision for The Future of Our Profession

Fees: How Much Are You Paying?

My Sabbatical Experience

My Summer Internship Experience

The First Wealth Guide for Business Owners – Part 3 – Selling Up or Handing Over

Evidence-Based and Passive Investing – What's the Difference?

First Wealth's Guide for Business Owners – Part 2 – Running the Day-to-Day

How Financial Planners Increase Wellbeing

Let's Talk About Money, with Zanna van Dijk

Here’s Why We’ve Embraced Evidence-Based Investing – Download our Guide Today!

Disruptors: Ed Williams, Candy Kittens

First Wealth’s Guide for Business Owners – Part 1 – Starting Up

Ask the AI Expert – Part 3: Risk, Regulation and Integrated Services

Ask the AI Expert – Part 2: Quants, Agriculture and Entrepreneurs

Ask the AI Expert – Part 1: Big Data, Brexit and Surveillance

5 Things To Ask Your Financial Adviser

April 2019 Market Commentary

How to Become Wealthy

Free Soloing and Financial Planning – more in common than you’d think!

March 2019 Market Commentary

Skilled Financial Coaching – It’s A Game-Changer

Feminism in Finance Brings Balance that’s Better for Everyone

February 2019 Market Commentary

Can I Afford to be Happy?

Rebooting the Work-Life Balance

January 2019 Market Commentary

Ten Reasons Why You Don’t Need a Financial Adviser

Factfulness Can Fill 2019 with Perspective and Possibility

Why I’m Proud To Be a Young Financial Adviser

December 2018 Market Commentary

What Christmas Films Can Tell Us About Financial Advice

November 2018 Market Commentary

Leaving a Lasting Legacy – #WhatMattersMost

October 2018 Market Commentary

Don’t Leave It Too Late – Why All Entrepreneurs Need a Business Continuity Plan

It’s Time to Ask Ourselves – What Matters Most?

September 2018 Market Commentary

Purchasing a Property but Unsure about Brexit? Financial modelling may help!

10 Years On from the Financial Crisis: Why it Pays to Take the Long View

August 2018 Market Commentary

First Wealth’s Commitment to Supporting Women in Finance

July 2018 Market Commentary

Redefining retirement – challenging expectations and traditional approaches

June 2018 Market Commentary

Why the "Spirit of EIS" is the key to Tax-Efficient Investing

May 2018 Market Commentary

April 2018 Market Commentary

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

The First Wealth Investment Process

March 2018 Market Commentary

Infographic: 10 Great End Of Tax Year Tips for 2018!

PFS Expert Planning Panel

February 2018 Market Commentary

Standing up to a stammer: personal commitment and professional support

January 2018 Market Commentary

Tough result, priceless experience: lessons from the O2 with Isaac Chamberlain

December 2017 Market Commentary

Outlook 2018

Boxing Clever: Beyond The Last Rounds With Isaac Chamberlain

First Wealth: Why Day 2018

Tech and Innovation Plot a Path to Post-Brexit Prosperity

November 2017 Market Commentary

Behavioural Finance, Part 10: Next Steps – How we apply the Insights of Behavioural Finance

Behavioural Finance, Part 9: Mental Accounting

Humans Under Management: Making Behavioural Finance Relevant

Behavioural Finance, Part 8: Projection Bias & Magical Beliefs

The Autumn Budget 2017

Behavioural Finance, Part 7: Self-Serving Bias

Behavioural Finance, Part 6: Overconfidence and Under-Confidence

My Five Tips for Physical and Financial Fitness

October 2017 Market Commentary

Behavioural Finance, Part 5: Anchoring, Conservatism and Herding

Behavioural Finance, Part 4: The Law of Small Numbers, Gambler's Fallacy and the Hot-Hand Effect

Giving Flight to Your Ambitions

Behavioural Finance, Part 3: Availability and Representativeness

8 Simple Rules to Help You Plan, Save and Invest

Behavioural Finance, Part 2: Prospect Theory and Loss Aversion

September 2017 Market Commentary

An Introduction to Behavioural Finance

Intergenerational Financial Planning is Good for All the Family

One Giant Leap for My Career

First Wealth named ‘Leading Adviser Practice’ at Schroders UK Platform Awards

Promoting Professionalism in Financial Planning: My New Role on the PFS’s Expert Practitioner Panel

Client Profile: Entrepreneur Carole Spiers on Stress Management, Leadership, and Well-Being

Who Wants to be a Trillionaire?

Choosing Not To Invest is the Real Risk

August 2017 Market Commentary

July 2017 Market Commentary

The Age of Semi-Retirement

There’s More to Wealth than Riches

Life Is Not a Rehearsal: Make the Change to Achieve Your Ideal Lifestyle

June 2017 Market Commentary

Why No One Goes Hungry When Leaders Eat Last

Why You Need an Action Plan

Finding Universal Purpose

May 2017 Market Commentary

Election 2017 – The Outcomes

EIS and SEIS, Part 2 – Investing in Entrepreneurs

Harbouring Aspirations for Your Financial Lifestyle

April 2017 Market Commentary

Client Profile: Professor Patrick Barwise shares his lessons on Business, Marketing, and Leadership

Graduate Programme – Next Generation Financial Advisers

Protection Planning: The Life Jacket Onboard

March 2017 Market Commentary

Great Read: How Will You Measure Your Life?

Enterprise Investment Schemes – The Pros and Cons

Investment Equality: Women and Wealth

Spring Budget 2017: ‘Spreadsheet Phil’ Braces for Brexit?

February 2017 Market Commentary

Infographic: 10 Great End Of Tax Year Tips for 2017!

Predictability in an Uncertain World

January 2016 Market Commentary

Revisiting Nick Murray’s ‘The Excellent Investment Advisor’

First Wealth’s “Why” Day – The Golden Circle

Ramp Up Your Financial Planning Like Evel Knievel

December 2016 Market Commentary

Abundance Perspective – A New Year, A New Outlook

Getting Financially Fit

Mind the Gap Year!

November 2016 Market Commentary

Is Smart Beta a Game-Changer?

New-Breed Philanthropists: The Rise of Philanthrocapitalism

Live with It, Leave It or Change It

US Presidential Election – Reaction

October 2016 Market Commentary

Trump vs Clinton: Does it Matter to Britain’s Special Relationship?

You Need a Bucket to Make Your List

Grabbing Your Investments by the Horns

September 2016 Market Commentary

Brexit: How will it affect my pension?

London's hottest startups

What the interest rate cut means for your finances

Would you turn your home into a freelance work space?

Survival of the fittest Team First Wealth

Brexit Update 18th July 2016

Welcome to the new look First Wealth

Introducing Wealth Platform

Extraordinary Times Need Extraordinary Leaders

June 2016 Commentary

EU Referendum: Everything has changed. Nothing has changed.

How to win at auction (without spending a bomb)

5 footballers who made the successful leap into the world of business

The Remarkable Rise of Deliveroo and the Food Delivery Market

Is Britain finally losing its appetite for debt?

10 awesome free things to do in London

3 ways virtual reality could change your world

The 7 Best Places in London To Get A Steak

The fastest growing start-up scenes in Europe

Will Tesla's affordable miracle save the planet?

The return of the 100% mortgage: Can we be trusted?


5 countries you should definitely visit in 2016

What will Brexit mean for housebuilders?

James Taylor and the need for Career Ending Insurance

London’s 10 best street markets

The 7 most romantic restaurants in London

Is the Chinese Super League Going To Rule The Football World?

Dragons Den’s biggest success stories

The 10 most ingenious advertising campaigns ever

The 10 most unique hotels in the world

App-only banks - will they catch on?

Here's who made Europe's Forbes 30 under 30 list

10 amazing quotes from amazing entrepreneurs

Anthony Villis, Managing Partner at First Wealth discusses what makes a successful advice firm

The last of London's independent bookstores

How learning a language can open new doors and change your life

How to choose which member's club to join

Why Shoreditch is London's gastronomic capital

The UK's best sports events to look forward to in 2016

7 fantastic things to do this Autumn/Winter in London

Five travel destinations to visit before it's too late

Inside Psycle: London's trendiest new fitness fad

First Wealth WINS at the Institute of Financial Planning Awards 2015!

Is there any hope of rescuing London's overheating property market?

The 10 most influential business leaders in the UK

First Wealth WINS Aberdeen UK Platform Awards Leading Advisor Practice

First Wealth on the road to becoming MM’s Small Adviser of the Year

Chartered Financial Planners

Emergency Budget Summary

Market Update: June 2015

First Wealth Donation to The Dragon Café


Anthony Villis on the Citywealth Leaders List

From 6 April 2015 you could be limited to £10k pa pension contributions

Quantum Portfolio Performance Updates: February 2015

Back2Y Conference, Birmingham

Can I minimise Capital Gains Tax (CGT)?

Making Financial Planning Cool - Mission Impossible?

Use it or lose it - Utilise your Tax Free ISA Allowance

Are you maximising your children’s investments?

How to invest for tax free income and receive upfront 30% tax relief

Sponsorship Spotlight: Tzedek

Freedom of Choice in Pensions April 2015 Fact Sheet

Legal and Moral Tax Efficient Investing – 98% tax saving on a single investment

Gifting Grandchildren a Pension Fund of £1.25m for £240 a month

End of Tax Year Lifestyle Planning

Train with First Wealth for the Silverstone Half Marathon

Annuities - if they're no longer compulsory, don't tax them that way

First Wealth hit the Top 100 two years running

Presentation at the Ernst & Young Conference

Beware Pension to Property Switch Tax

ISAs Vs Pensions: In Depth

Britain: most prosperous nation in EU

Abolition of 55% Tax Charge on Death

The Fitness Life

State Pension Deferral Rate Announced

Tax Avoidance

Freedom of Choice: Defined Benefit to Defined Contribution Transfers

June 2014 Market Update

The NISA way to tax free growth

First Wealth at the Citywire 10k Charity Run

Of Critical Importance: Critical Illness Cover and You

May 2014 Market Update

Decoding Legalese – The Inheritance and Trustees Powers Act 2014

The Queen’s Speech: An Economic Overview

Business Lending Stalls, Help to Buy First Impressions

Premium Bonds: Double Jackpots from August

Positive Outlook as Confidence in the Economy Grows

Inflation Report May 2014: Key Facts

April 2014 Market Update

Jargon Busters: Charges

Anthony Villis at the Roundtable on risk targeting

March 2014 Market update

Pensions in the Budget 2014 – What does it all Mean?

Budget 2014 Analysis Part Three: Tax Threshold Shake up

Budget 2014 Analysis Part Two: Ripping up the Pensions and Investments Rulebook

Budget 2014 Analysis Part One: Opening Remarks and Forecasts

February 2014 Market Update

End of Tax Year: 4 weeks to go!

Tax Saving Tips: The Relevance of Relevant Life

VCTs, EIS, SEIS explained

Pension Input Periods Explained: Invest £90,000 into your pension in the current tax year

ISAs: The Quick Win - End of Tax Year Idea Three

New Model Adviser Article on First Wealth

The Story of Quantum

Financial Planning: End of tax year – Idea Two

January 2014 Market Update

Financial Planning: End of tax year – Idea One:

Looking Ahead: 2014 Outlook

Market Retrospective: 2013

Double Gold at the Portfolio Adviser Wealth Manager Awards 2014

10 Savings Tips for 2014

December 2013 Market Review

First Wealth Short-listed for Three Awards in 2014

November 2013 Market Review

Autumn Statement 2013 Overview

Robert Caplan at the Multi-asset debate

Autumn Statement Preview

October 2013 Market Review

New Model Adviser Top 100 Firm

Annuities - an outdated concept or a core planning tool?

September 2013 Markets Review

Pension Fixed Protection

Wealth Transfer - The Basics

August 2013 Market Review

July Market Review

The Fundamentals of Cashflow Modelling

The single tier State Pension - how will this affect you?

May Market Numbers

Market and Portfolio Review - March 2013

Financial Advice, Free Markets and the Challenge of RDR Regulation

February - Market Numbers

January Overview

Young At Heart Exhibition

DIY Income Drawdown – What You Really Need to Know

Look Back - Look Forward

November Market Review

Purple Portfolio - Looking ahead to 2013

Global Equity Market Review - October 2012

The Eu Gender Directive: Stalemate of the Sexes

Euro Zone

Retail Distribution Review (RDR)

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