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Changing Wealth Manager, Wealth Manager

Time for a change? Your essential guide to changing wealth manager

We consistently find that a significant proportion of the affluent individuals coming to are unhappy clients seeking alternatives – with such enquiries accounting for a fifth or more of our users at times. Spikes often occur when a big merger of firms comes about making them feel uneasy, or when market events makes investors […]

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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 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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