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.

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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Leaving a Lasting Legacy – #WhatMattersMost

By Robert Caplan, Financial Planning Director
Earlier this month we launched our commitment to What Matters Most. It’s about ...
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Don’t Leave It Too Late – Why All Entrepreneurs Need a Business Continuity Plan

By Anthony Villis, Managing Director
Starting your own business takes drive, determination and a great deal 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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Infographic: 10 Great End Of Tax Year Tips for 2018!

By First Wealth Team
With April 5th just around the corner, it’s important to check your tax ...
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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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My Five Tips for Physical and Financial Fitness

By Kerry Burgess, Practice Manager
As the saying goes, ‘the first wealth is health’, but it’s usually not until ...
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