Even if you don’t think you need to change your wealth manager, it’s important to review and compare your current relationship to make sure you are getting the level of service and investment performance you require, without paying excessive fees.
Since findaWEALTHMANAGER.com was established in 2012, the proportion of our users who describe themselves as “Unhappy Clients” has risen year on year. Comments we receive from clients include a lack of innovation and ideas from their existing professional, an inability to diversify their wealth or the wealth manager’s offering has remained static whilst the investor’s needs have changed.
We understand inertia, fear of the unknown or a simple desire to avoid hassle. That’s why we are here to help – to simplify and smooth the process of finding a better solution.
Even if you don’t think you need to change your wealth manager, it’s important to review and compare your current relationship to make sure …
Looking for some independent insight in to your situtation? Book a call with one of our seasoned experts for a no-nonsense chat.
Looking for some independent insight in to your situtation? Book a call with one of our seasoned experts for a no-nonsense chat.
Everyone knows about the yawning gender pension gap, but all too often women bury their heads in the sand, rather than proactively tackling the problem.
Saving on tax and investment costs are frequently not given the attention they warrant, but both are hugely important parts of any affluent individual’s wealth management strategy.
You don’t have to simply accept punishing tax charges on your pension and estate as a High Net Worth Individual, so consider joining our users in proactively planning to protect your wealth.