The UK stock market and British investments seemingly don’t shine as brightly as they used to. Fund buyers appear to have fallen out of love…
Read moreInvesting your money wisely can be a challenging task when it comes to wealth management. And, as we start preparing for 2024, it will be…
Read more“Our turnaround plan is going to be a long and challenging journey spanning eight years, so managing our finances efficiently is crucial.”[i] Alastair Cochran, Chief…
Read moreOne of the most important components of a wealth portfolio is efficient tax planning. But, in 2023, the tax sands are shifting – and it’s…
Read moreQuantitative easing (QE) is a monetary policy tool used by central banks to pump money directly into the economy, usually by purchasing government bonds. When…
Read moreIf you paid £4,000 into a Junior ISA each year from your child’s birth, they would have a fund of £123,000 at the age of…
Read moreFollowing our Consumer Duty initiatives and a fair value assessment, First Wealth’s fees have been adapted to increase flexibility and consider the benefits our services…
Read moreIf you’re looking to invest tax efficiently, and if you don’t already have one, then an ISA could be for you. For each of the…
Read moreThe cut in national insurance dominated headlines, but there were plenty of eye-catching measures in this month’s pre-election Spring Budget. That list includes changes to…
Read moreEach April, high net worth individuals find themselves at a critical juncture – Tax Year End. This is a pivotal period which requires lots of…
Read moreAs one of First Wealth’s talented Client Relationship Managers, Holly Gobell has made a huge impact since joining the team in October of 2023. From…
Read moreCyber crime is now a bigger threat than ever, according to the UK government – and it’s having an impact on share prices. When companies…
Read moreEnterprise Investment Schemes; one of four ways to invest in small, exciting companies in the UK. Now – in their 30th year – we’ll take…
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