Practical guides and articles to help with your wealth planning by life stage or current situation
House prices have been rocketing, particularly in property hot-spots like London and the Southeast. The property boom means that more and more people are inheriting a family home worth several hundreds of thousands of pounds at around the time they are retiring and their children are flying the nest. This is a situation that often […]
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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 important to many clients. Indeed, many of our users mention wanting a “one-stop-shop” for all their financial affairs. Here, we offer key information and client insights on a selection of […]
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Many individual’s main asset is their home, but what you may not know is that it’s relatively simple to make your property wealth work harder for retirement planning purposes, explains Andrea Rozario, Chief Corporate Officer at Bower Private Clients. Planning for retirement has been transformed with new pension freedoms sweeping away all the old certainties […]
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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 to you? Everyone loves a happy ending Skim through a newspaper or browse online – you are bound to come across at least one feel good story about an outlandishly […]
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