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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.

Life In Lockdown

By Zoe Raynsford, Paraplanner
Here we are, in week 10 of lockdown...which I can hardly believe I am saying.
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My Sabbatical Experience

By Zoe Raynsford, Paraplanner
After five years service at First Wealth we are each presented with the ...
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How Financial Planners Increase Wellbeing

By Anthony Villis, Managing Director
Earlier this month, I attended the Inaugural Financial Wellbeing Conference in ...
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Disruptors: Ed Williams, Candy Kittens

By Scott Millar, Financial Planner
In the first instalment of our ‘Disruptors’ series, we sat down with Candy ...
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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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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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First Wealth’s Commitment to Supporting Women in Finance

By First Wealth Team
Why We Shouldn’t Ignore the ‘Glass Ceiling’ It’s no secret that gender ...
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It's not just about the numbers. It’s about the life you want to live.

By Anthony Villis, Managing Director
Laura and Boleslaw 'Maz' Mazur have been long-standing clients. But it was not ...
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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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