Insights & Resources
How Much Is My Business Worth?
“How much is my business worth?” is a question that is both simpler and more complicated than it sounds. Simpler, because well-established valuation frameworks exist...
Business Relief is Changing – What You Need to Know Now
The headlines may look rosier after December’s announcement – but the direction of travel is clear. Business Relief is being significantly restricted. If you’re a...
Protecting your Business’ Future: Protection Planning
In business, you plan for success. But how well are you protected against the unexpected? You have probably insured your premises, equipment and vehicles,...
Why flexible working is here to stay
In 2020 Xerox calculated that it saved 92 million miles of driving by allowing its remote workers to avoid commuting. In the same year, a study conducted by Indeed found 57%...
A Day In The Life: Claire Phillips
Our Compliance Director, and Chartered Financial Planner, Claire Phillips, shares what a typical day is like in her role and gives advice for those aspiring to work in the profession.
What The Future Of Financial Planning Should Look Like
First Wealth attained B Corporation (B Corp) certification in August 2020.
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