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 […]

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 […]

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 […]

35% of our users are active investors.  In our conversations with them, we have learned some common investing 101’s. Here are the top four investing tips […]

Know the 5 Common ISA Mistakes in order to get the most from your £15,000 annual allowance before the April 5th cut-off. The findaWEALTHMANAGER.com team […]

Engaging a professional wealth manager may be one of the best financial decisions you ever make. Ensuring your investments are performing optimally and that your […]

A well-known brand can help generate trust, yet the prevalence of very well-respected and yet low-profile wealth managers illustrates why this shouldn’t be your only consideration.

“Ad valorem” is a phrase you may often hear in relation to wealth management fees, so here we explain what the term means in the context of costs generally.

Knowing which questions to ask potential wealth managers will ensure you find the right fit and that you can make more meaningful comparisons.