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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.

A Day In The Life: Claire Phillips

Is the cryptocurrency craze just history repeating itself?

What the future of financial planning should look like

How much does a financial planner cost and what do I get?

Does Cryptocurrency Have A Secure Future?

8 Practical Ways to Improve Your Financial Wellbeing

How First Wealth Puts Financial Wellbeing At The Heart of Financial Planning

Meet The Team – Tim Ross

What Is Financial Wellbeing?

Introducing Rebekah: Head of Marketing

Let's Talk About Money

Meet The Team: Stuart Lyall

6 Things Great Financial Planners Do for Entrepreneurs

10 Reasons Entrepreneurs Should Work With A Financial Planner

Case Study: Financial Planning for Entrepreneurs

5 Female Entrepreneurs To Watch In 2021

The Social Supermarket

Meet the Team: Daniel Evans

10 Things A Great Financial Planner Will Do For You

Why Changing Financial Adviser Is Easier Than You Think

Case Study: Changing Financial Planner

How Financial Planning Can Help You Make Life-Changing Decisions

10 Financial Planning Mistakes We See Far Too Often

3 Pension Horror Stories That'll Make Your Eyes Water

5 Celebrities Who Ignored Retirement And Made A Fortune

Case Study: Evidence Based Investing - Mrs Jones

Case Study: Business Protection - Mr Fadden

Retirement Planning Case Study: Susan & Chris

Net Zero Hero In Action

7 Ways To Protect Yourself From Investment Scams

Meet The Team: Kerry

Inheritance Tax Case Study: Mrs Taylor

5 Practical Steps You Should Take To Achieve The Perfect Retirement

Can I Retire Early?

Meet The Team: Rob Bell

What’s the Best Way to Pass Money to My Kids?

6 Ways to Kickstart Your Children’s Financial Future

Factfulness Can Fill 2021 with Perspective and Possibility

Meet The Team: Caroline Johnpulle


Our Journey to Certified B Corp

I’m worried about my parent’s health. What planning can I do?

Life In Lockdown

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 an uncertain market

Financial Wellbeing - More Than Just Asset Growth

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

The ‘Are You In?’ Movement

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

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

The First Wealth Guide for Business Owners – Part 2

How Financial Planners Increase Wellbeing

Let's Talk About Money, with Zanna van Dijk

Embrace Evidence-Based Investing – Download our Guide Today!

Disruptors: Ed Williams, Candy Kittens

The First Wealth Guide for Business Owners – Part 1

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

How to Become Wealthy

Skilled Financial Coaching – It’s A Game-Changer

Can I Afford to be Happy?

Ten Reasons Why You Don’t Need a Financial Adviser

Why I’m Proud To Be a Young Financial Adviser

Leaving a Lasting Legacy – #WhatMattersMost

Why Entrepreneurs Need a Business Continuity Plan

Time to Ask Ourselves – What Matters Most?

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

First Wealth’s Commitment to Supporting Women in Finance

Redefining Retirement – Challenging Expectations and Traditional Approaches

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

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

PFS Expert Planning Panel

First Wealth: Why Day 2018

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

Behavioural Finance, Part 7: Self-Serving Bias

Behavioural Finance, Part 6: Overconfidence and Under-Confidence

Five Tips for Physical and Financial Fitness

Behavioural Finance, Part 5: Anchoring, Conservatism and Herding

Behavioural Finance, Part 4: The Law of Small Numbers

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

An Introduction to Behavioural Finance

Intergenerational Financial Planning is Good For All The Family

First Wealth ‘Leading Adviser Practice’ at Schroders Platform Awards

My New Role on the PFS's Expert Practitioner Panel

Choosing Not To Invest is the Real Risk

The Age of Semi-Retirement

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

Why No One Goes Hungry When Leaders Eat Last

Finding Universal Purpose

EIS and SEIS, Part 2 – Investing in Entrepreneurs

Protection Planning: The Life Jacket Onboard

Enterprise Investment Schemes – The Pros and Cons

Investment Equality: Women and Wealth

Revisiting ‘The Excellent Investment Advisor’ – Part 2, A Millennial Perspective

Revisiting Nick Murray’s ‘The Excellent Investment Advisor’

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

Getting Financially Fit

Is Smart Beta a Game-Changer?

New-Breed Philanthropists: The Rise of Philanthro­capitalism

You Need a Bucket to Make Your List

Brexit: How will it affect my pension?

Survival of the fittest Team First Wealth

What will Brexit mean for housebuilders?

James Taylor and the need for Career Ending Insurance

10 amazing quotes from amazing entrepreneurs

First Wealth WINS at the Institute of Financial Planning Awards!

The 10 Most Influential Business Leaders In The UK

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

First Wealth Donation to The Dragon Café


You could be limited to £10k pa pension contributions

Back2Y Conference, Birmingham

Can I minimise Capital Gains Tax (CGT)?

Making Financial Planning Cool - Mission Impossible?

Are you maximising your children’s investments?

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

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

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

The Fitness Life

Do You Need Critical Illness Cover?

Dying Without A Will - Rules of Intestacy Explained

What is Relevant Life Cover?

VCTs, EIS, SEIS explained

Winners: Portfolio Adviser Wealth Manager Awards 2014

Annuities - an outdated concept or a core planning tool?

Pension Fixed Protection Explained

Wealth Transfer - The Basics

The Fundamentals of Cashflow Modelling

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

DIY Income Drawdown – What You Really Need to Know

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