Articles

The active or passive investments discourse has a long history. There’s an old saying that doing nothing is an active decision. We don’t know if…

How can you protect your business after death with business relief? It’s all about including the worst-case scenario in your business planning, questioning what happens…

Inflation; the silent predator of business stability with a knack for stealthily eroding profits and unsettling operations. As prices rise, purchasing power dwindles, and businesses…

Great teams can achieve great things. Especially when the chips are down. For entrepreneurs, at a time when start-up funding has plummeted, it’s more important…

What’s your retirement number? What’s the specific sum of money you must amass to fund the life you want when you’re older. A recent warning…

There are some 370,000 registered coaches in the UK, covering business coaching, life coaching, management coaching, executive coaching and financial coaching. The latter play a…

Following our Consumer Duty initiatives and a fair value assessment, First Wealth’s fees have been adapted to increase flexibility and consider the benefits our services…

The UK stock market and British investments seemingly don’t shine as brightly as they used to. Fund buyers appear to have fallen out of love…

If you’re looking to invest tax efficiently, and if you don’t already have one, then an ISA could be for you. For each of the…

The cut in national insurance dominated headlines, but there were plenty of eye-catching measures in this month’s pre-election Spring Budget. That list includes changes to…

Each April, high net worth individuals find themselves at a critical juncture – Tax Year End. This is a pivotal period which requires lots of…

As one of First Wealth’s talented Client Relationship Managers, Holly Gobell has made a huge impact since joining the team in October of 2023. From…