Articles

Our Compliance Director, and Chartered Financial Planner, Claire Phillips, shares what a typical day is like in her role and gives advice for those aspiring to work in the profession.  

First Wealth attained B Corporation (B Corp) certification in August 2020.

“How much does a financial planner cost?” is a reasonable and obvious first question when deciding how you might better manage your money.

Financial wellbeing is one of five core elements that make up your overall health and wellbeing.

Tell us about your role… As a Client Relationship Manager (CRM), my role is to build, support and maintain the relationship between First Wealth and our clients. The job role is varied but is primarily…

I found it hard writing this. When I wrote my last post in May 2020 , we were in the middle of our first lockdown…

Each January our team kicks off the year with the First Wealth Why Day. It is a day to reinstate our values, get everyone together and…

How many times can you read the same doom and gloom headlines? Or talk about the changing rules of lockdown, tiers and support bubbles? We…

Good financial advice can be life changing. Finding the right financial planner can help you to achieve your life goals, give you peace of mind,…

As the Greek philosopher Heraclitus identified more than two thousand years ago, the only thing that is constant is change.

The last twelve months have been tough for many individuals and businesses. Your business may have been forced to furlough staff, you may have suddenly…

We’re incredibly proud to announce that First Wealth has become a Certified B Corp! B corp meaning Certified B Corp status is awarded to companies…