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.
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.
Money can be a huge cause of tension for couples, but a lot of trouble can be avoided by understanding the emotional roots of our attitudes and having frank discussions facilitated by a third party.
In an opaque market, finding the right wealth manager for your needs can be highly complex and time-consuming. Working through this series of questions will be invaluable in helping you to recognise when you’ve found “the one”.
Financial planning has come to the fore amid an uncertain investment environment. A range of financial concerns – and goals – are also driving wealthy individuals to seek advice on tax and pensions in particular.