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 🎊

“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