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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.

Case Study: Financial Planning for Entrepreneurs

By Scott Millar, Financial Planner
There are many benefits of working with a financial planner if you’re an ...
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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 ...
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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: Changing Financial Planner

By Scott Millar, Financial Planner
Unhappy with the service and input from his existing financial adviser, Graham ...
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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 ...
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Retirement Planning Case Study: Susan & Chris

By Robert Schwarz, Financial Planner
From a high-profile music industry job, servicing artists like Taylor Swift, to ...
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Inheritance Tax Case Study: Mrs Taylor

By Scott Millar, Financial Planner
In this case study we will look at: ● How Mrs Taylor wanted to mitigate a ...
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5 Practical Steps You Should Take To Achieve The Perfect Retirement

By Robert Schwarz, Financial Planner
Retirement has changed. Gone are the days when you’d work for the same employer ...
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What’s the Best Way to Pass Money to My Kids?

By Anthony Villis, Managing Director
A Guide to Intergenerational Tax Planning (2020/2021)
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