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.

A recent study by wealth management firm Quilter found that less than two-fifths of affluent individuals are comfortable discussing basic money matters such as mortgages, power of attorney, inheritance and debt with family and friends.

Investors with money locked up in the suspended Woodford Equity Income fund have been flocking to us to find professional advice. Here are some key things investors should know.

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.

Much advice focusing on building up a business, but securing a successful exit at the other end is what working for a better financial future was all about. Here are invaluable tips for maximising your exit potential.

Many people stick with an IFA they’ve outgrown for years, but there are a range of compelling reasons to upgrade to a full-service wealth manager.