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.

Feminism in Finance Brings Balance that’s Better for Everyone

By Robert Caplan, Financial Planning Director
A couple of weeks ago, we marked International Women’s Day. Like a lot of men, ...
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Why I’m Proud To Be a Young Financial Adviser

By Scott Millar, Financial Planner
Being a young financial adviser is different. You may not notice it at first, ...
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What Christmas Films Can Tell Us About Financial Advice

By Anthony Villis, Managing Director
When I was a child, nothing heralded the beginning of the festive season like ...
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Leaving a Lasting Legacy – #WhatMattersMost

By Robert Caplan, Financial Planning Director
Earlier this month we launched our commitment to What Matters Most. It’s about ...
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Don’t Leave It Too Late – Why All Entrepreneurs Need a Business Continuity Plan

By Anthony Villis, Managing Director
Starting your own business takes drive, determination and a great deal of ...
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It’s Time to Ask Ourselves – What Matters Most?

By Anthony Villis, Managing Director
“Things are not always what they seem; the first appearance deceives many; the ...
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First Wealth’s Commitment to Supporting Women in Finance

By First Wealth Team
Why We Shouldn’t Ignore the ‘Glass Ceiling’ It’s no secret that gender ...
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Redefining retirement – challenging expectations and traditional approaches

By Anthony Villis, Managing Director
Much has been written about the demographic trends changing the nature of ...
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It's not just about the numbers. It’s about the life you want to live.

By Anthony Villis, Managing Director
Laura and Boleslaw 'Maz' Mazur have been long-standing clients. But it was not ...
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