Top questions to ask
potential wealth managers
Knowing which questions to ask potential wealth managers will ensure you find the right fit and that you can make more meaningful comparisons.
Read ArticleTips
Top questions to ask
5 signs you need a wealth manager
You don’t necessarily have to be “wealthy” to need a wealth manager explains Lee Goggin, co-founder of findaWEALTHMANAGER.com. It’s of course to be expected that what constitutes “wealthy” changes over time. People used to aspire to being a millionaire, but research shows you need at least £10mn to be considered wealthy today. With house prices […]
Read Article
7 questions to ask when evaluating your wealth manager
While it may be tempting to let your wealth manager run on autopilot, it is not always advisable. Ultimately, it is your wealth that’s at stake. It is down to you to monitor what your wealth manager does and make the decision to switch if necessary. Here are the key questions to ask: 1. How […]
Read Article
Investment Bulletin:
October 2015
This month: Searching for pockets of growth Investors despair of real returns from cash. Technology disruption hailed as a vital trend. Alternatives for expensive defensives advocated. Caution urged over growth figures. Featuring this month’s experts: findaWEALTHMANAGER.com is a gateway to the UK’s leading wealth managers and we regularly tap their expertise for the benefit of […]
Read Article