First WealthTech and Innovation Plot a Path to Post-Brexit ProsperityLast 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, 2018Jan 3, 2018
First WealthHumans Under Management: Making Behavioural Finance RelevantI 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, 2018Jan 3, 2018
First WealthMy Five Tips for Physical and Financial FitnessAs 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, 2017Dec 13, 2017
First WealthGiving Flight to Your AmbitionsWe 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, 2017Nov 27, 2017
First Wealth8 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, 2017Nov 23, 2017
First WealthIntergenerational Financial Planning is Good for All the FamilyThe Financial Times recently published an interesting article about intergenerational financial planning. The piece considers the…Nov 10, 2017Nov 10, 2017
First WealthOne Giant Leap for My CareerI’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, 2017Nov 2, 2017
First WealthFirst Wealth named ‘Leading Adviser Practice’ at Schroders UK Platform AwardsWe were delighted to be nominated for this year’s Schroders UK Platform Awards. The awards recognise excellence and achievement in platform…Nov 2, 2017Nov 2, 2017
First WealthPromoting Professionalism in Financial Planning: My New Role on the PFS’s Expert Practitioner PanelSeptember 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, 2017Oct 25, 2017
First WealthEntrepreneur Carole Spiers on Stress Management, Leadership, and Well-BeingAt First Wealth, we’re always interested to hear our clients’ stories and the lessons they learned along their path to becoming successful…Oct 23, 2017Oct 23, 2017