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.
Money can be a huge cause of tension for couples, but a lot of trouble can be avoided by understanding the emotional roots of our attitudes and having frank discussions facilitated by a third party.
ISA season is truly upon us now, but our users are thinking about much more than just how to make the most of their allowances. Tax-efficient investments, wills and how to pass pensions on optimally are also top of the agenda.