Find a Wealth Manager

Defined Benefits, Doctors, Lifetime Allowance, Medical Professionals, Pension Planning, Pensions, Retirement

Your essential guide to managing your health and wealth

Wealth and health areas are often viewed as two separate entities. Yet they are actually closely intertwined. There is an inextricable link between your physical and financial wellbeing, with both being foundational to a happy, productive life. It is all too easy, however, to let both health and wealth considerations fall down your list of […]

Read Article
Changing Wealth Manager, Wealth Manager

Time for a change? Your essential guide to changing wealth manager

We consistently find that a significant proportion of the affluent individuals coming to findaWEALTHMANAGER.com are unhappy clients seeking alternatives – with such enquiries accounting for a fifth or more of our users at times. Spikes often occur when a big merger of firms comes about making them feel uneasy, or when market events makes investors […]

Read Article