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Family Wealth, Financial Planning

Why JISAs are a vital savings tool for parents

It is never too late – or too early – to start saving seriously for your child’s future and Junior ISAs are an extremely beneficial, if often neglected, tool. Here is what all parents need to know to give their children a financial head start. Having children is a great joy, but also a weighty […]

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Change Wealth Manager, Financial Advice, Wealth Management Fees

5 signs you need a wealth manager

You don’t necessarily have to be “wealthy” to need a wealth manager explains Lee Goggin, co-founder of findaWEALTHMANAGER.com. It’s of course to be expected that what constitutes “wealthy” changes over time. People used to aspire to being a millionaire, but research shows you need at least £10mn to be considered wealthy today. With house prices […]

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Investors, Wealth Management

Investor snapshot:
Find out what your peers are thinking

Users of our service tell us it is very interesting – and reassuring – to discover what other affluent investors are thinking about when it comes to managing their wealth. Here, we share key investor trends from the first part of the year. The team at findaWEALTHMANAGER.com is delighted to have seen a 24% year-over-year […]

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IFA, Changing Wealth Manager, Upgrade Wealth Manager

IFA or wealth manager?
Why it pays to upgrade

Analogies can be very helpful in clarifying our thinking on complex subjects like managing wealth. If you are wondering whether you should upgrade from an Independent Financial Advisor to a professional wealth management firm then this medical analogy might prove particularly apposite. You might think of IFAs as being like the personal physicians of days […]

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