Don’t let exit fee fears <br />hold you back

Don’t let exit fee fears
hold you back

Press coverage may have created the impression that exit fees are the norm in the wealth management sector, but nothing could be further from the case, so don’t let misplaced fears hold you back from starting or upgrading an advisory relationship.

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Four reasons why you shouldn’t hesitate to change wealth manager

Four reasons why you shouldn’t hesitate to change wealth manager

As might be expected, many of the investors coming to findaWEALTHMANAGER.com are dissatisfied with their current provider and seeking a better match – and you […]

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IFA or wealth manager? <br>Why it pays to upgrade

IFA or wealth manager?
Why it pays to upgrade

Analogies can be very helpful in clarifying our thinking on complex subjects like managing wealth. If you are wondering whether you should upgrade from an […]

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Is it really possible to save £15,000 per year in wealth management fees?

Is it really possible to save £15,000 per year in wealth management fees?

Most of us have switched banks many times in our lives. Some of us will even do it every six months to chase the latest […]

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Three signs it’s time to drop your wealth manager

Three signs it’s time to drop your wealth manager

Do you dread seeing your wealth manager? Has your relationship been deteriorating for a while, but you don’t know if it’s time to say goodbye? […]

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3 quick ways to change your wealth manager

3 quick ways to change your wealth manager

‘A change is as good as a rest’, the old saying goes. It’s true in every aspect of your life, but especially when it comes […]

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This is THE WORST question to ask your wealth manager

This is THE WORST question to ask your wealth manager

From the CEO’s Desk is a monthly series written by Dominic Gamble, CEO, findaWEALTHMANAGER.com, sharing with you his thoughts on relevant issues, challenges, events, questions, and […]

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10 hidden management <br> fees you haven’t <br>heard of (Probably)

10 hidden management
fees you haven’t
heard of (Probably)

There is a perception, perhaps unjust, that the industry is opaque and expensive. As a result, wealth managers are preparing for the Financial Conduct Authority’s study […]

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7 questions to ask when evaluating your wealth manager

7 questions to ask when evaluating your wealth manager

While it may be tempting to let your wealth manager run on autopilot, it is not always advisable. Ultimately, it is your wealth that’s at […]

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