Client trends August 2019:<br/>HNWIs get proactive on savings, pensions and fees

Client trends August 2019:
HNWIs get proactive on savings, pensions and fees

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.

Read More

Why medics should urgently seek a wealth health check

Why medics should urgently seek a wealth health check

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.

Read More

Why you can’t let money be the last taboo

Why you can’t let money be the last taboo

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.

Read More

What to do about Woodford fund worries

What to do about Woodford fund worries

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.

Read More

Could do better? Why it pays to regularly review your relationship

Could do better? Why it pays to regularly review your relationship

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.

Read More

Tackling the top wealth challenges for each life stage

Tackling the top wealth challenges for each life stage

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.

Read More

Safety as standard: how wealth managers ensure security of assets

Safety as standard: how wealth managers ensure security of assets

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.

Read More

The secrets to a successful business exit

The secrets to a successful business exit

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.

Read More

Why it’s time to upgrade from your IFA

Why it’s time to upgrade from your IFA

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.

Read More