First Wealth logo

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.

Meet the Team: Daniel Evans

By First Wealth Team
Tell us about your role? I hold the position of Head of Technical at First ...
Read More

10 Things A Great Financial Planner Will Do For You

By Robert Caplan, Financial Planning Director
Good financial advice can be life changing. Finding the right financial planner ...
Read 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 ...
Read More

Case Study: Changing Financial Planner

By Scott Millar, Financial Planner
Unhappy with the service and input from his existing financial adviser, Graham ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

Retirement Planning Case Study: Susan & Chris

By Robert Schwarz, Financial Planner
From a high-profile music industry job, servicing artists like Taylor Swift, to ...
Read More

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

Contact Us