Insights and Resources

Thomas Symss didn’t make the team the first time he applied – but his determination got him through in the end. And we’re delighted to…

One of the most important components of a wealth portfolio is efficient tax planning. But, in 2023, the tax sands are shifting – and it’s…

There is a very positive case for investing in 2023. It might require patience and a willingness to hold one’s nerve. But, for anyone with…

Charlie Hewlett, our newest Client Relationship Manager (CRM) at First Wealth, completed our 2022 finance internship back in August. After some careful decision making, Charlie…

According to UK Finance, in just the first half of 2022, UK finance fraud stole £609.8 million. UK banks used their security systems to prevent…

With valuable tax allowances you can still use, the lull between Christmas and the new year could be the perfect opportunity to review your finances…

Megan Pope, the newest addition to the First Wealth team, specialises in finance marketing for good. With a passion for our B corporation activity, financial…

More than 100 heads of state and government attended COP27 (United Nations Climate Change Conference) this month, where ESG was brought into the spotlight. World…

When ex-prime minister Liz Truss resigned on 20 October 2022, after just 44 days in office, the British economy was left in chaos. Now, new…

Lucy shares her authentic approach to content, community-building principles, and how she stays on her entrepreneurial A-game.

Hear about Erika’s entrepreneurial roots, the secrets to more effective comms, why mistakes are the best thing for us, and how she invites her team to ‘kill the ghost’.

Hear Zanna’s incredible story of resilience, determination and mindset on her way to become a Forbes 30 under 30 co-founder.

Whatever your politics, one has to feel a bit of sympathy (maybe) for the new Chancellor.  It has been a very tough first week in a…