Insights and Resources

“Liberating, Caring, Empowering, Digital.”— Just some of the words our clients use to describe us. One of our key goals at First Wealth is to…

“The inspiration for the book was George Osborne.”— Abraham Okusanya Abraham Okusanya, thought leader, presenter extraordinaire, challenger of conventional thinking! Abraham is the founder of…

The third Personal Finance Society Expert Planning Panel meeting took place this week. The PFS Panel was put together with the aim of promoting good…

“It was overwhelming. It seemed as if everyone contradicted one another. And they were all so sure … sure that they had the secret to…

The Financial Times recently published an interesting article about intergenerational financial planning. The piece considers the implications of our increased longevity for our long-term financial…

We were delighted to be nominated for this year’s Schroders UK Platform Awards. The awards recognise excellence and achievement in platform technology and are open…

September always has the unmistakable feel of a new term about it. It’s a time when we set new priorities and knuckle down to fresh…

Insurance against accidents is a part of life. We have helmets for cyclists, lab coats for scientists, arm bands for young swimmers and life jackets…

First Wealth were awarded the David Norton Building Excellence Award at the Institute of Financial Planning Awards and Gala Dinner last night. It is humbling…

The uncertainty and wringing of hands is over: last Thursday First Wealth were crowned winners of the Money Marketing Small Adviser of the Year award.

Last week I read an article in Money Management magazine by Julia Faurschou on advising young people (Advising Young People, Making Financial Planning Cool, MM…

The purpose of this piece is to explain some of the nuances of an extremely important form of insurance: critical illness cover.

Not having a will means that when you die your assets have to be distributed in a certain way, following the laws of intestacy.  This…