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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.

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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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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Brexit: How will it affect my pension?

By Anthony Villis, Managing Director
Two months on and apocalyptic Brexit headlines continue to dominate newspaper ...
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You could be limited to £10k pa pension contributions

By Anthony Villis, Managing Director
From 6 April 2015 you could be limited to £10k pa pension contributions after ...
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Annuities - an outdated concept or a core planning tool?

By Anthony Villis, Managing Director
Love them or loathe them, annuities are here to stay and we need to consider ...
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Pension Fixed Protection Explained

By Anthony Villis, Managing Director
What is Fixed Protection 2014 for pensions? The Lifetime Allowance is the ...
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The single tier State Pension - how will this affect you?

By Anthony Villis, Managing Director
The single-tier pension will be introduced from 6 April 2016, which means that ...
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DIY Income Drawdown – What You Really Need to Know

By Anthony Villis, Managing Director
I read with alarmed interest Mark Atherton’s article on DIY Income Drawdown in ...
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