Being responsible for managing someone else’s financial affairs is a weighty professional and personal duty. Carrying out your tasks properly over what may be many, many years can be a significant burden.
Serving the best interests of the protected party means that their financial arrangements must be well set-up and then regularly reviewed. In practice, this means sourcing the best possible manager for their funds and changing provider when necessary – all in well-documented process that is demonstrably objective.
You are an expert in the legal field, but why should that make you an expert in the wealth management space?
The UK industry is notoriously crowded with providers and difficult to navigate. That is why our independent matching service was set up back in 2012 and why since then thousands of individuals have come to us to find the best-matched wealth managers for their needs.
Our objective process filters leading wealth managers so that you can find the investment performance, fee levels and services required for those you serve. Every provider is fully regulated, has a robust track record and is committed to better-value fees.
By comparing like for like you can be sure of making the best choice for your client – and be able to prove it.
This guide unpicks the key features of the different types of wealth manager and services available.
Get in touch with our expert team to discuss the needs of your client today.
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We compile opinions from leading investment professionals and, in plain English, summarise the key happenings in the financial markets and how it’s affecting your money.
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