First Wealth

Financial Planning Week matters because the advice gap is real.

In IFA Magazine, Anthony Villis shares why initiatives like Financial Planning Week are so important, particularly when just 8.6% of UK adults received regulated financial advice in the 12 months to May 2024. With so much financial noise coming from unregulated sources, the role of proper planning - focused on clarity, structure and life goals - has never been more important.

A strong piece by Chloe Gronow exploring how advisers can help more people take control of their financial future.

📖 Read the article here: https://bit.ly/3ZQNSpi

A huge thank you for joining us at the First Wealth Private Office Padel Tournament last night - we had an incredible afternoon, and we hope you did too.
 
From the rallies to the connections, it was brilliant to bring the Private Office community together under one roof.
 
We’re also thrilled to celebrate our champions:
🥇Winners: David Korn and Daniel Taylor
⭐️Runner Up team: Rob Glass and David Cohen

Thank you as well to our amazing sponsors - OnePlanet Capital,  and Marlborough - for helping bring the day to life.

A special shout-out to for their amazing bags and caps as prizes for our winners, and to .health for providing massages and support for our players throughout the day.

We’re proud to host events like this for our Private Office clients and network, and this is just the beginning 🎊

Taylor Swift just dropped news of her 12th studio album, The Life of a Showgirl. ✨
 
It got us thinking… if Taylor can give us 12 tracks of brilliance, we can give you 12 tax-efficient investments.
 
Introducing: The 12 Greatest Hits of Tax Efficiency
 
From ISAs (a classic chart-topper) to EIS/SEIS (for those who like a riskier remix), and VCTs (supporting the rising stars of UK business) - each vehicle has its own rhythm, benefits, and quirks.
 
Just like Taylor’s setlist, some options are for the mainstream crowd, and some are deep cuts for the superfans. But together, they can create the perfect financial soundtrack for your future.
 
Curious which “track” is right for you? Let’s chat!

“I’ve reached retirement age - should I withdraw my 25% tax-free lump sum now?” 

It’s a big decision that shouldn’t be rushed. Taking money too soon or without a plan could cost you thousands.
 
This area is complex, so working with a financial planner can help you avoid costly mistakes.
 
We use cashflow modelling to build a retirement income strategy tailored to your lifestyle and designed to protect your investments.
 
Remember, retirement can last 30 years or more. Careful planning now makes all the difference for a secure future.
 
💭 Not sure if withdrawing your 25% tax-free lump sum now is the right move?
 
We’re here to help you make the right decision for your future.
 
If you’d like to talk it through, you can get in touch via our website or book a free 30-minute call with one of our financial planners:
 
https://www.firstwealth.co.uk/book-an-appointment

Too many people wait until the end of their career to think about what’s next, but those who plan early give themselves more choices for the future.

Here are 5 quick but powerful ways to start building your wealth beyond the career you love.

Whether you’re just starting out or planning for life beyond the spotlight, we’re here to help.

Visit http://firstwealth.co.uk/sports-and-entertainment to find out how we support professionals in sports and entertainment to build long-term wealth, confidence, and freedom.

We always appreciate hearing that our approach is landing well. Clear communication and well-structured planning are core to how we work, so it’s great to know when that’s made a difference.🙌
 
Feedback like this reinforces the value of staying focused on what matters most - helping clients feel informed, supported, and confident in their financial decisions.

From fake WhatsApp messages to AI “get rich quick” schemes, scams are getting harder to spot, and easier to fall for.
 
We’ve broken down four of the most common ones we’re seeing right now, how they work, and what to do if one shows up in your inbox.
 
Because when it comes to protecting your money, knowledge is power.  
 
At First Wealth, we’re here to help you stay one step ahead - so you can make smart, secure decisions with confidence.
 

“Should I adjust my investments because they haven’t performed well recently?”

It’s a question we hear a lot. The truth is, reacting to short-term dips can do more harm than good.

Investing always involves ups and downs - volatility is part of the journey toward higher returns. Sticking to a well-designed strategy through the tough times is what helps you achieve your long-term goals.

That’s where we come in: helping you stay the course and avoid costly mistakes when markets get rocky.

Would you spot a scam in 5 seconds?📧
 
With scammers getting smarter, even the sharpest among us can get caught out.
 
Swipe through to learn how to spot the warning signs fast, and protect your finances with confidence.
 
At First Wealth, we help our clients make smart, secure decisions - based on facts, not fear.
 
👉 Have you ever had a suspicious message? Tell us in the comments.