Insights and Resources

The final days of Donald Trump’s Presidency are turning out to be a somewhat unedifying affair. Enough said.

It’s not easy to discuss financial matters with loved ones and when failing health is a factor too, the conversations can be trickier but even…

The impact of the Coronavirus has been felt far and wide. In times like these, it’s understandable that investors, or in fact, anyone for that…

At times like this, it is sometimes worth reminding ourselves that it is this very uncertainty of shorter-term market outcomes that delivers investors with returns…

Bricks and mortar property fund suspensions. Again? Really? The recent announcement by M&G that it had taken the decision to suspend redemptions on its £2.5bn…

It’s no secret that today, as humans we are living longer than ever before. Advances in technology and modern medicine mean that people born in…

After five years of service at First Wealth we are each presented with the opportunity to take a fully paid month-long sabbatical. Whilst some may…

Having recently completed a summer internship programme with First Wealth, I wanted to pen my thoughts on my experience of working at one of London’s…

Earlier this month, I attended the Inaugural Financial Wellbeing Conference in Bristol – Aerospace Bristol to be exact. As well as being home to over…

If you’re reading this article then you have likely already engaged the services of a Financial Adviser. You hopefully have a plan, and are well…

Before you start reading this article, can I ask that you read the title again, please?

As independent financial planners, it’s common for us to hear all sorts of reasons why people don’t want or need financial advice. Here’s our list…

Being a young financial adviser is different. You may not notice it at first, but the signs are there. It might be the slight look…