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First Wealth

First Wealth

Tech and Innovation Plot a Path to Post-Brexit Prosperity

Last month’s Budget was a steady-as-she-goes set-piece performance from the Chancellor, Phillip Hammond, as he sought to deliver an…

Jan 3, 2018

Tech and Innovation Plot a Path to Post-Brexit Prosperity

Jan 3, 2018

First Wealth

Humans Under Management: Making Behavioural Finance Relevant

I was honoured to be invited by my good friend and leading financial planner Andy Hart, to speak at last week’s inaugural Humans Under…

Jan 3, 2018

Humans Under Management: Making Behavioural Finance Relevant

Jan 3, 2018

First Wealth

My Five Tips for Physical and Financial Fitness

As the saying goes, ‘the first wealth is health’, but it’s usually not until after Christmas that people start sharing their stories about…

Dec 13, 2017

My Five Tips for Physical and Financial Fitness

Dec 13, 2017

First Wealth

Giving Flight to Your Ambitions

We often speak metaphorically about how our goal at First Wealth is to help people’s dreams take flight. Well, one of our clients has taken…

Nov 27, 2017

Giving Flight to Your Ambitions

Nov 27, 2017

First Wealth

8 Simple Rules to Help You Plan, Save and Invest

“It was overwhelming. It seemed as if everyone contradicted one another. And they were all so sure … sure that they had the secret to how…

Nov 23, 2017

8 Simple Rules to Help You Plan, Save and Invest

Nov 23, 2017

First Wealth

Intergenerational Financial Planning is Good for All the Family

The Financial Times recently published an interesting article about intergenerational financial planning. The piece considers the…

Nov 10, 2017

Intergenerational Financial Planning is Good for All the Family

Nov 10, 2017

First Wealth

One Giant Leap for My Career

I’ve recently joined the First Wealth team as a paraplanner and was happy to be asked to pen my first blog. It can be useful to capture…

Nov 2, 2017

One Giant Leap for My Career

Nov 2, 2017

First Wealth

First Wealth named ‘Leading Adviser Practice’ at Schroders UK Platform Awards

We were delighted to be nominated for this year’s Schroders UK Platform Awards. The awards recognise excellence and achievement in platform…

Nov 2, 2017

First Wealth named ‘Leading Adviser Practice’ at Schroders UK Platform Awards

Nov 2, 2017

First Wealth

Promoting Professionalism in Financial Planning: My New Role on the PFS’s Expert Practitioner Panel

September always has the unmistakeable feel of a new term about it. It’s a time when we set new priorities and knuckle down to fresh…

Oct 25, 2017

Promoting Professionalism in Financial Planning: My New Role on the PFS’s Expert Practitioner Panel

Oct 25, 2017

First Wealth

Entrepreneur Carole Spiers on Stress Management, Leadership, and Well-Being

At First Wealth, we’re always interested to hear our clients’ stories and the lessons they learned along their path to becoming successful…

Oct 23, 2017

Entrepreneur Carole Spiers on Stress Management, Leadership, and Well-Being

Oct 23, 2017

First Wealth

First Wealth

Great financial planning can change your life. We exist to inspire ideas, create confidence and give you the freedom to live. Visit www.firstwealth.co.uk.

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