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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.

Factfulness Can Fill 2021 with Perspective and Possibility

By Anthony Villis, Managing Director
I like to think of myself as a ‘glass half-full’ type of person, but it’s easy ...
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I’m worried about my parent’s health. What planning can I do?

By Claire Phillips, Financial Planning Director
It’s not easy to discuss financial matters with loved ones and when failing ...
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Life In Lockdown

By Zoe Raynsford, Paraplanner
Here we are, in week 10 of lockdown...which I can hardly believe I am saying.
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Can I Borrow From My Pension?

By Robert Schwarz, Financial Planner
Your pension is designed to provide you with a steady income in retirement. ...
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How Much Can I Pay Into My Pension?

By Anthony Villis, Managing Director
Many people put off pension planning until later in life. Sometimes this is for ...
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Your Financial Planning Questions Answered

By First Wealth Team
The impact of the Coronavirus has been felt far and wide. In times like these ...
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What I've Learnt From Being A Financial Coach

By Anthony Villis, Managing Director
Anthony recently took part in a coaching webinar for advisers who are looking ...
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Top tips for staying calm in an uncertain market

By Anthony Villis, Managing Director
At times like this, it is sometimes worth reminding ourselves that it is this ...
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Financial Wellbeing - More Than Just Asset Growth

By Scott Millar, Financial Planner
I joined First Wealth back in 2018 and started within the industry after ...
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