Self-invested personal pensions (SIPPs) – A quick guide

Self-invested personal pensions (SIPPs) – A quick guide

This guide explains the key benefits – and challenges – of investing via a SIPP and outlines when the affluent might need to take professional advice.

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Why investment<br>bankers need<br>wealth managers

Why investment
bankers need
wealth managers

Investment bankers, like many other high-flying professionals are cash-rich and time-poor. They also have specific needs, like uneven income streams, which wealth managers are adept at advising on.

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Investing a lump<br>sum intelligently

Investing a lump
sum intelligently

Many of our users have a significant lump sum to invest. It really pays to consider factors like tax and investment timing to make the optimum use of those funds.

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A guide on what you<br>need to know about<br>retirement planning

A guide on what you
need to know about
retirement planning

The overhaul of the pension regime has been a game-changer for the UK financial services industry. The FWM team gives you a guide to retirement […]

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Insurance as a<br>wealth management tool

Insurance as a
wealth management tool

Your guide to insurance and why high net worth individuals in the UK are increasingly waking up to its advantages. Life insurance may not immediately […]

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When should a DIY investor<br>seek financial advice?

When should a DIY investor
seek financial advice?

DIY investing is set to explode off the back of new pension freedoms, but investors need to be aware of potential pitfalls explains Wendy Spires. […]

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DIY investors must<br> face fund risks

DIY investors must
face fund risks

Many DIY investors may be exposed to far more risk than they are really comfortable with, according to new research underscoring the importance of a […]

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How “Techy” is wealth management?

How “Techy” is wealth management?

Wendy Spires explains just how techy wealth management is and why financial institutions are investing more in technology and what it means for you. Like […]

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Lost momentum finding a wealth manager? <br>Here are 4 reasons to finish what you started!

Lost momentum finding a wealth manager?
Here are 4 reasons to finish what you started!

For those of you who have past first base then well done – perhaps you have spoken or even met a few wealth managers? Great! […]

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