Exiting a business? Get a wealth manager boost
Wealth managers bring a huge amount of value to those selling a business, leveraging a combination of technical expertise and emotional intelligence that all entrepreneurs should seek to benefit from.
Client trends February 2021:
A sense of urgency builds among users on a number of wealth management fronts
A sense that the clock is ticking on lockdown is lending real urgency to the need to get proactive about our financial affairs, and across a range of areas too.
Client trends December 2020:
Varied concerns as the curtain draws on the strangest of years
The wealth landscape for the year ahead remains difficult to predict, and the enquiries we are receiving reflect a really broad range of concerns.
Need wealth advice in Scotland?
We’ve got you covered
The wealth sector’s push into Scotland has been a big theme in recent years and a great many of the firms on our panel have one or several offices north of the border.