Wealth management is about long-term relationships, but clients should know the time for a change if they aren’t 100% happy explains Wendy Spires. A large proportion of the affluent individuals who visit findaWEALTHMANAGER.com are looking for professional wealth management advice for the first time. Others, however, currently have a wealth manager and are looking at […]
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For those of you who have past first base then well done – perhaps you have spoken or even met a few wealth managers? Great! The hard work is already done! So then, have you made your choice yet? Chances are you may be stuck; you started your search all guns blazing but have now […]
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Robust wealth management combines protection, growth and tax mitigation, and there is typically a lot more that could be done to improve the health of your wealth.
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It is vital that you understand wealth management fees – how they are charged and the different components which may apply. Charges vary from wealth manager to wealth manager and the headline fee number may not tell you the whole story; you have to understand the total fees you will pay. The Retail Distribution Review is a […]
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