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Expert Opinion, Woman, Services

Women and the changing
financial landscape

I wrote an article about the growth of the “She-Economy” and as such why women and financial life planning is such an important part of its continued growth and dialogue. As any wealth manager or financial coach will tell you – it’s not simply about how much you earn but what you do with it. […]

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DIY Investor, Unhappy Client, Wealth Management Fees, Wealth Managers

Wealth management fees: Know the value as well as the price

Wealth management fees get a bad rap. Understand the value a good wealth manager can bring and put the fees under the microscope writes Wendy Spires. In these cost-conscious times, the issue of wealth management fees remains high on the agenda. Journalists eagerly jump on instances of what they consider to be poor value and […]

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Financial Planning, Services, tax, wealth management

Wealth managers and
tax planning explained

There are many perfectly legitimate ways for affluent individuals to reduce their tax bills and it is in fact the case that reducing tax can play as important a role in building wealth as achieving investment returns.

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