The First Wealth Blog

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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 ...
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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. ...
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The ‘Are You In?’ Movement

By Anthony Villis, Managing Director
First Wealth are delighted to announce we will be the first corporate supporter ...
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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. ...
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The First Wealth Guide for Business Owners – Part 3 – Selling Up or Handing Over

By Robert Schwarz, Financial Planner
In the third and final part of the First Wealth Guide for Business Owners, we ...
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The First Wealth Guide for Business Owners – Part 2 – Running the Day-to-Day

By Robert Schwarz, Financial Planner
Welcome to part two of our three-part guide for business owners, covering ...
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Disruptors: Ed Williams, Candy Kittens

By Scott Millar, Financial Planner
In the first instalment of our ‘Disruptors’ series, we sat down with Candy ...
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First Wealth: Why Day 2018

By Anthony Villis, Managing Director
Well, this month has flown by! We started back on 2 January, so although ...
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EIS and SEIS, Part 2 – Investing in Entrepreneurs

By Anthony Villis, Managing Director
A few months ago I attended a round table with my industry peers on Enterprise ...
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