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FIND & COMPARE WEALTH MANAGERS

Should I Choose a Boutique or a Big Brand Wealth Manager?

Introduction Many different types of institution come under the umbrella term “wealth manager” and there are many different flavours of firm within each sub-category. Making a choice is far easier, however, when you...

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WHY YOU NEED A WEALTH MANAGER

Women in business – a growth story for wealth managers

Growing numbers of female entrepreneurs are coming to us to find investment management and financial planning advice, and for their part wealth managers are certainly seeing business women as a growth segment they need to pay particular attention...

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Your essential guide to managing your health and wealth

Wealth and health areas are often viewed as two separate entities. Yet they are actually closely intertwined. There is an inextricable link between your physical and financial wellbeing, with both being foundational to a happy, productive...

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GUIDE

Get rich slowly, don’t get poor quickly – Tips for building wealth over the long term

Introduction “Get rich quick” schemes have a poor reputation, as they should do, because building substantial wealth is a long-term endeavour. It is an eminently achievable one, however, although much depends on taking...

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GUIDE

Time for a change? Your essential guide to changing wealth manager

We consistently find that a significant proportion of the affluent individuals coming to findaWEALTHMANAGER.com are unhappy clients seeking alternatives – with such enquiries accounting for a fifth or more of our users at times. Spikes...

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GUIDE

Which service package is right for you?

The term “wealth manager” is a very broad one covering many different types of institution. Some are investment managers in the purest sense, while others offer financial planning services (alone or in combination with in-house investment...

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GUIDE

Finding your best wealth manager

Until recently, it has been very difficult for people to compare different wealth managers, at least not without hours of online research and telephone calls. The laborious nature of this task has meant wealth managers are often just selected...

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WHY YOU NEED A WEALTH MANAGER

Resolved to improve your finances? Here’s how to keep on track

We all start each new year brimming with good intentions, but it is all too easy to let these fall by the wayside. Here are four ways to bolster your resolve if you want to improve your finances, but seem to have lost momentum.The latest...

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FIND & COMPARE WEALTH MANAGERS

The wealthiest places in the UK 2017

London remains the UK’s wealthiest city, but several regional powerhouses are showing very impressive growth indeed. Read on to discover where the most prosperous – and fast-growing – places in...