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.

Evidence-Based and Passive Investing – What's the Difference?

By Daniel Evans
Systematic vs. Judgemental Following the roll out of our new Evidence-Based ...
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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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Here’s Why We’ve Embraced Evidence-Based Investing – Download our Guide Today!

By Anthony Villis, Managing Director
At First Wealth, we never stop looking for ways to improve. How can we enhance ...
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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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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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10 Years On from the Financial Crisis: Why it Pays to Take the Long View

By Anthony Villis, Managing Director
Can you believe it’s been 10 years this month since the financial crisis? The ...
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Why the "Spirit of EIS" is the key to Tax-Efficient Investing

By Kealan Doyle
Over the past few years, the Treasury has transformed the tax-efficient ...
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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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