Insights and Resources

If Sleeping Beauty had been woken from her slumbers on New Year’s Day 2021, she would have been pleasantly surprised by the value of her…

At First Wealth, we recognise that our team is our biggest asset, and we expect the best from our people. In return, we provide competitive…

I like to think of myself as a ‘glass half-full’ type of person, but it’s easy to lose sight of what matters most and what…

Anthony recently took part in a coaching webinar for advisers who are looking to add coaching to their services. The webinar was organised by the…

I joined First Wealth back in 2018 and started within the industry after leaving school in 2015. I had previously worked for two firms that…

Every January we hold the First Wealth Why Day. It’s the perfect opportunity to bring the team together, to talk about why we exist, to…

Last week we held our inaugural ‘Thrive Money’ event hosted by First Wealth client and social media influencer Zanna Van Dijk. The event brought together…

We work in a people-focused profession and we’re always thinking of ways we can get better. How can we keep improving the service we provide,…

Watch our MD, Anthony talk at the Humans Under Management Conference

“Things are not always what they seem; the first appearance deceives many; the intelligence of a few perceives what has been carefully hidden.” The Athenian…

Laura and Boleslaw ‘Maz’ Mazur have been long-standing clients. But it was not until 2012, and a ‘light-bulb moment’ for the First Wealth team and for…

Well, this month has flown by! We started back on 2 January, so although getting out of bed on that morning was a little more…

Welcome to Part 10 of our Behavioural Finance series. This is the final, concluding part of the series. If you’ve missed the earlier parts of…