Derisory savings rates, the threat of pension scams – or gender-based shortfalls – along with excessive investment management fees are all hot topics as the mercury rises this August.
Asset-rich but time-poor professionals have always been core business for wealth managers, but there is now more need than ever for senior healthcare professionals to take proper financial planning and investment advice.
There are a plethora of reasons why regularly reviewing your wealth management relationship is an excellent habit. Better performance, value for money and service await.
Clients’ wealth management needs change radically throughout their lives, but advisers stand ready to help affluent individuals whatever challenges face them at each life stage.
Safety of assets should be your top concern when choosing a wealth manager, making it essential to understand how they use custodians and nominee accounts and the costs this will naturally incur.