Avoiding these classic wealth management mistakes will help ensure you are always making the most of your financial health, rather than paying the price for a lack of proactiveness.
The wealth sector’s push into Scotland has been a big theme in recent years and a great many of the firms on our panel have one or several offices north of the border.
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.
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.