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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.

Why Changing Financial Adviser Is Easier Than You Think

By Robert Schwarz, Financial Planner
When it comes to your finances, “switching” is often associated with hassle and ...
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Case Study: Changing Financial Planner

By Scott Millar, Financial Planner
Unhappy with the service and input from his existing financial adviser, Graham ...
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How Financial Planning Can Help You Make Life-Changing Decisions

By Claire Phillips, Financial Planning Director
As the Greek philosopher Heraclitus identified more than two thousand years ...
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10 Financial Planning Mistakes We See Far Too Often

By Robert Bell - Financial Planner
Following a financial plan and staying disciplined can be challenging. This ...
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3 Pension Horror Stories That'll Make Your Eyes Water

By Claire Phillips, Financial Planning Director
Pension rules can be complicated and change frequently. It is all too easy to ...
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5 Celebrities Who Ignored Retirement And Made A Fortune

By Anthony Villis, Managing Director
The current State Pension Age in the UK is 66, with the government looking to ...
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Case Study: Evidence Based Investing - Mrs Jones

By Scott Millar, Financial Planner
  In this case study we will look at:  How Mrs Jones moved from an actively ...
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Case Study: Business Protection - Mr Fadden

By Scott Millar, Financial Planner
In this case study we will look at:  The importance of having a clear plan for ...
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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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