The First Wealth Blog

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What’s important to you is important to us. Here’s our latest thinking on finance, business, lifestyle, travel and more.

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 - Guest Blog
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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Tech and Innovation Plot a Path to Post-Brexit Prosperity

By Kealan Doyle
Last month’s Budget was a steady-as-she-goes set-piece performance from the ...
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Behavioural Finance, Part 10: Next Steps – How we apply the Insights of Behavioural Finance

By Anthony Villis, Managing Director
Welcome to Part 10 of our Behavioural Finance series. This is the final, ...
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Humans Under Management: Making Behavioural Finance Relevant

By Anthony Villis, Managing Director
I was honoured to be invited by my good friend and leading financial planner ...
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8 Simple Rules to Help You Plan, Save and Invest

By Robert Caplan, Financial Planning Director
“It was overwhelming. It seemed as if everyone contradicted one another. And ...
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