Client trends April 2020:<br /> Clients are fire-fighting on many financial fronts

Client trends April 2020:
Clients are fire-fighting on many financial fronts

Users are coming to our service with a huge array of financial challenges, and it may surprise readers to learn just how helpful wealth managers can be in a crisis.

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Client trends March 2020: <br />Planning requests spike post-Budget; <br/>investors ponder whether now is the time to plough in

Client trends March 2020:
Planning requests spike post-Budget;
investors ponder whether now is the time to plough in

High Net Worth Individuals are being quick to reassess their financial affairs post-Budget. They are also putting performance under the microscope as the chill investment winds stemming from the coronavirus outbreak start to really be felt.

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Client trends February 2020: <br />Big tax changes and pension mis-selling top clients’ concerns

Client trends February 2020:
Big tax changes and pension mis-selling top clients’ concerns

Our affluent users have seen that the government is set to both give and take away on the tax front. Media coverage of the growing pension transfer scandal has also driven a significant number of enquiries in recent weeks.

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