Many HNW individuals have been radically revising their life plans during lockdown and the proactive have already started reaping the benefits of taking professional advice.

Cash flow modelling is a vital strand in optimally managing your wealth. It involves complex calculations, but could be the key to achieving your goals – and avoiding poor outcomes.

Entrepreneurs’ wealth creation stories are never as simple as they appear, and there is more to a successful exit than meets the eye. Read on to learn the key stages to plan for.

The majority of our users are seeking some kind of financial planning advice. Here are ten top tips to help ensure you aren’t neglecting an important area of your financial plan.

People tend to focus on the investments side of the wealth management equation, but a sound financial plan should really be your starting point. Everything follows from knowing what you are investing for, when you need results and what it will take to achieve your goals.

Footballers, like other sportspeople, have unique earnings patterns – a potentially a very long retirement – which makes professional wealth advice incredibly important for them.

Sportspeople may earn significant amounts, but they also face short careers and the risk of injury, which makes careful planning for the future vital.

Although not all the institutions on the findaWEALTHMANAGER.com panel offer financial planning (around 40% prefer to focus purely on investment management) these services are vitally […]

A story of how of an entrepreneur who made a fortune and then lost it all. What can you learn so that this doesn’t happen […]