We often encounter dissatisfied clients who have been staying put just because they think changing will be difficult, expensive or embarrassing – but it actually doesn’t have to be any of those things. Clients change wealth manager all the time and the process is likely to be far easier, quicker and stress-free than you might […]
Read ArticleUnfortunately, this has become quite a common situation in recent years. Regulatory, cost and competitive pressures are forcing firms to review their businesses and focus on areas where they have an edge and can be most profitable (this is why office closures have occurred too). So, while it probably won’t have felt nice to hear […]
Read ArticleIt’s great that you are thinking along these lines. Your financial situation and needs are evolving all the time so it’s good practice to review your affairs in the round regularly – and think about whether your wealth manager is really meeting your needs. Wealth management is really wide-ranging and can cover a huge array […]
Read ArticleWealth management is a highly competitive industry when it comes to talent, so there can be quite a lot of movement of personnel. But while your situation is not uncommon, I do feel for you losing a trusted adviser after a long and productive relationship. I hope that your wealth management institution has handled the […]
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