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.
Personal finance panic?
Get a professional in your corner
Safeguarding our physical health is naturally top priority, but once all possible steps have been taken here, it might be time to redirect attention to your financial health and turn any additional time to good account.
You don’t have to suffer being left in the dark
The best wealth managers are really pulling out the stops to inform and reassure their clients during the Coronavirus crisis, and if yours is not, then this might be a good opportunity to explore your options
Don’t let a debt rescue
derail your financial plans
The younger generations have serious debt problems, which may make the older, better-off ones feel obliged to help. But any debt rescue must be weighed up carefully for the risk of derailing your own financial plans.
Credo Wealth:
Seeking long-term success, not short-term wins
Credo Wealth is proud of an investment process which shuns short-term fads and of taking a holistic view of its clients’ financial wellbeing. The result has been impressive organic growth.
Why wealth managers are vital to family business owners
Owners of family businesses are often very much in need of holistic wealth management advice, to ensure that their wealth works as hard as it can throughout their entrepreneurial journey.
#WealthGoals: What comes first,
the pension or the plan?
Pension dilemmas often bring clients through wealth managers’ doors, but these invariably uncover other areas in need of investments and financial planning.
Why do wealth managers step in where high street banks fear to tread?
Increasingly automated decision-making is shutting many High Net Worth Individuals out of traditional borrowing routes, and opening the way for wealth managers to step into the breach with their very much more personal approach.
Nedbank Private Wealth:
A global, goals-based approach to managing wealth
Nedbank Private Wealth has an international footprint as interesting as its illustrious heritage, and the firm continues to be set-up as both a private bank and trust company to present a true one-stop-shop for managing wealth globally.
