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CHANGING WEALTH MANAGER

Four reasons why you shouldn’t hesitate to change wealth manager

As might be expected, many of the investors coming to findaWEALTHMANAGER.com are dissatisfied with their current provider and seeking a better match – and you should never let misconceptions about hassle and costs can stand in the way of...

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CHANGING WEALTH MANAGER

IFA or wealth manager?
Why it pays to upgrade

Analogies can be very helpful in clarifying our thinking on complex subjects like managing wealth. If you are wondering whether you should upgrade from an Independent Financial Advisor to a professional wealth management firm then this medical...

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CHANGING WEALTH MANAGER

Is it really possible to save £15,000 per year in wealth management fees?

Most of us have switched banks many times in our lives. Some of us will even do it every six months to chase the latest deal. But far fewer of us ever switch wealth manager, whether it be a financial advisor, private bank or investment manager.‘It...

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CHANGING WEALTH MANAGER

Three signs it’s time to drop your wealth manager

Do you dread seeing your wealth manager? Has your relationship been deteriorating for a while, but you don’t know if it’s time to say goodbye? There are three key signs it’s time to take definitive action and find a better wealth management...

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CHANGING WEALTH MANAGER

3 quick ways to change your wealth manager

‘A change is as good as a rest’, the old saying goes. It’s true in every aspect of your life, but especially when it comes to your finances.If you’re not getting peak performance from your money, you could find it harder to achieve...

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CHANGING WEALTH MANAGER

This is THE WORST question to ask your wealth manager

From the CEO’s Desk is a monthly series written by Dominic Gamble, CEO, findaWEALTHMANAGER.com, sharing with you his thoughts on relevant issues, challenges, events, questions, and experiences impacting...

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CHANGING WEALTH MANAGER

10 hidden management
fees you haven’t
heard of (Probably)

There is a perception, perhaps unjust, that the industry is opaque and expensive.As a result, wealth managers are preparing for the Financial Conduct Authority’s study into the fees levied on investors by the asset management industry,...

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CHANGING WEALTH MANAGER

7 questions to ask when evaluating your wealth manager

While it may be tempting to let your wealth manager run on autopilot, it is not always advisable. Ultimately, it is your wealth that’s at stake. It is down to you to monitor what your wealth manager does and make the decision to switch...

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CHANGING WEALTH MANAGER

Know when it’s
time to change
wealth manager

Wealth management is about long-term relationships, but clients should know the time for a change if they aren’t 100% happy explains Wendy Spires.A large proportion of the affluent individuals who visit findaWEALTHMANAGER.com are looking...