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.

Let's Talk About Money, with Zanna van Dijk

By Robert Caplan, Financial Planning Director
Last week we held our inaugural ‘Let’s Talk About Money’ event hosted by First ...
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5 Things To Ask Your Financial Adviser

By Scott Millar, Financial Planner
If you’re reading this article then you have likely already engaged the ...
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How to Become Wealthy

By Robert Caplan, Financial Planning Director
Last month I was invited to speak at a Young Jewish Care event in the City of ...
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Skilled Financial Coaching – It’s A Game-Changer

By Anthony Villis, Managing Director
We work in a people-focused profession and we’re always thinking of ways we can ...
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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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Purchasing a Property but Unsure about Brexit? Financial modelling may help!

By Anthony Villis, Managing Director
I was watching the BBC News at Ten a couple of weeks back and I was staggered ...
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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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The First Wealth Investment Process

By Anthony Villis, Managing Director
At First Wealth, our advice broadly covers three main activities; lifestyle ...
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Infographic: 10 Great End Of Tax Year Tips for 2018!

By First Wealth Team
With April 5th just around the corner, it’s important to check your tax ...
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