Using jargon-free terminology we explain everything you need to know about wealth management. What types of wealth managers are there and how to tell them apart.
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 deal. But far fewer of us ever switch wealth manager, whether it be a financial advisor, private bank or investment manager. “It takes too long”. “It’s a hassle”. “I’ve known […]
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Investors shouldn’t be led by labels and assume that “restricted” financial advice is an inferior option, explains Lee Goggin, Co-founder of findaWEALTHMANAGER.com. Recent research* has shown that the majority of the UK’s biggest advisory firms offer “restricted” as opposed to “independent” financial advice. But while these two labels connote very different things, investors should not […]
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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? There are three key signs it’s time to take definitive action and find a better wealth management relationship, explains Lee Goggin, Co-founder of Find a WEALTH MANAGER So, how do […]
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In a time of increased economic volatility and uncertainty, more Britons are beginning to view investment management as the one crucial component that will ensure financial stability and a sustained standard of living. But knowing you need to do something about your financial health, and doing it are still two very different things. As a […]
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