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.

First Wealth Why Day 2020

By Anthony Villis, Managing Director
Every January we hold the First Wealth Why Day. It’s the perfect opportunity to ...
Read More

Entrepreneurs, it’s time to be more Pirate!

By Robert Caplan, Financial Planning Director
I read a great book last summer called Be More Pirate, by Sam Conniff Allende. ...
Read More

How To Invest A Large Cash Lump Sum Safely

By Anthony Villis, Managing Director
Investing a large cash sum safely in the short term – what are the options? ...
Read More

Commercial Property Fund Suspensions

By Daniel Evans, Technical Analyst
Bricks and mortar property fund suspensions. Again? Really? The recent ...
Read More

The ‘Are You In?’ Movement

By Anthony Villis, Managing Director
First Wealth are delighted to announce we will be the first corporate supporter ...
Read More

The Future of Our Profession

By Anthony Villis, Managing Director
It’s no secret that today, as humans we’re living longer than ever before. ...
Read More

Fees: How Much Are You Paying?

By Anthony Villis, Managing Director
Followers of the financial news will have seen that transparency has become a ...
Read More

My Sabbatical Experience

By Zoe Raynsford, Paraplanner
After five years service at First Wealth we are each presented with the ...
Read More

My Summer Internship Experience

By Sam Hurst
Having recently completed a summer internship programme with First Wealth, I ...
Read More

To discuss how we can tailor our services to meet your needs, please get in touch

Contact Us