Nero Patel, Wealth Planning Director at Canaccord Genuity Wealth Management, explains why High Net Worth Individuals should be wary of persuasive marketing and only transfer a final salary pension if it absolutely makes sense.
Robo-advisers, automated, algorithmic engines delivering investment recommendations are becoming increasingly popular. But there is more than just low costs for investors to consider: there are serious limitations on the risk front that might be a cause for concern.
The ending of a year and the chance for contemplation means December is the ideal time to take financial stock. Consider how your situation and aims have evolved in light of the following five ways you can make your wealth work harder in 2019.
Retirement fears affect even the affluent, but it is never to early – or too late – to take proactive action on your pension planning.
Effective retirement planning is a delicate balancing act in which many “unknowns” need to be factored in, otherwise there may be a serious risk of you outliving your savings.
Retirement planning is one of the most challenging elements of managing your wealth, and arguably the most important. How much you should put aside, where […]