COVID-19: a crunch point for clients

Crises have a way of crystallising concerns and that is certainly what we are seeing as disappointed clients flock to find more satisfactory relationships.

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Should I Choose a Boutique or a Big Brand Wealth Manager?

Should I Choose a Boutique or a Big Brand Wealth Manager?

Boutique or big brand is a key question in your search for a wealth manager. Weigh up the the factors that might sway you with this handy tour of the issues.

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Time for a change? Your essential guide to changing 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 findaWEALTHMANAGER.com are unhappy clients seeking alternatives – with such enquiries accounting for […]

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5 signs you need a wealth manager

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 […]

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Four reasons why you shouldn’t hesitate to change wealth manager

Four reasons why you shouldn’t hesitate to change wealth manager

As might be expected, many of the investors coming to findaWEALTHMANAGER.com are dissatisfied with their current provider and seeking a better match – and you […]

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IFA or wealth manager? <br>Why it pays to upgrade

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 […]

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Is it really possible to save £15,000 per year in wealth management fees?

Is it really possible to save £15,000 per year in wealth management fees?

Most of us have switched banks many times in our lives. Some of us will even do it every six months to chase the latest […]

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Three signs it’s time to drop your wealth manager

Three signs it’s time to drop your wealth manager

Do you dread seeing your wealth manager? Has your relationship been deteriorating for a while, but you don’t know if it’s time to say goodbye? […]

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3 quick ways to change your wealth manager

3 quick ways to change your wealth manager

‘A change is as good as a rest’, the old saying goes. It’s true in every aspect of your life, but especially when it comes […]

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