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Barclays UK Prosperity Map, Wealth Manager, Wealthiest Place

The UK’s most prosperous places – and the wealth managers serving them

People are often surprised by how good wealth managers’ regional coverage is – but this is as things should be, based on a new ranking of the UK’s most prosperous places – explains Lee Goggin, co-founder of findaWEALTHMANAGER.com. A high-profile new study has destroyed the notion that UK wealth is centred solely on London and […]

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Find A Wealth Manager, Wealth Manager

How to find a wealth manager

Finding the right wealth manager for your profile and needs has never been easier – or faster – explains Lee Goggin, Co-founder of findaWEALTHMANAGER.com. Word-of-mouth recommendation is a time-honoured method of finding a wealth manager. But while affluent individuals have long been asking another professionals such as accountants or lawyers for a referral, or asking […]

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Ethical Investing, Philanthropy, Tax, Wealth Management

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 risk exposures are appropriately managed is foundational to your financial security. With a professional on board, you will be far more certain of achieving your long-term goals. When it comes […]

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