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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: 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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Meet The Team: Rob Bell

By Robert Bell - Financial Planner
At First Wealth, we recognise that our team is our biggest asset, and we expect ...
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Meet The Team: Caroline Johnpulle

By Caroline Johnpulle - Technical Analyst
At First Wealth, we recognise that our team is our biggest asset, and we expect ...
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Becoming a #NETZEROHERO

By Hannah Thorp - Head of Marketing
We believe that our business is stronger than ever due to our unwavering ...
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Our Journey to Certified B Corp

By Anthony Villis, Managing Director
We're incredibly proud to announce that First Wealth has become a Certified B ...
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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 First Wealth Guide for Business Owners – Part 2

By Robert Schwarz, Financial Planner
Welcome to part two of our three-part guide for business owners, covering ...
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