5 signs you need a wealth manager

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 […]

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7 questions to ask when evaluating your wealth manager

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 […]

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Investment Bulletin: <br> October 2015

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 […]

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Our DIY investors share their wisdom

Our DIY investors share their wisdom

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 […]

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Avoid these 5 common ISA mistakes

Avoid these 5 common ISA mistakes

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 […]

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How to interview a wealth manager

How to interview a wealth manager

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 […]

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The reputation of a wealth manager counts, but brand isn’t everything

The reputation of a wealth manager counts, but brand isn’t everything

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.

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Wealth manager fees – <br>what does “ad valorem” mean?

Wealth manager fees –
what does “ad valorem” mean?

“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.

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Top questions to ask <br>potential wealth managers

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.

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