Analogies can be very helpful in clarifying our thinking on complex subjects like managing wealth. If you are wondering whether you should upgrade from an Independent Financial Advisor to a professional wealth management firm then this medical analogy might prove particularly apposite. You might think of IFAs as being like the personal physicians of days […]
Read Article
Most of us have switched banks many times in our lives. Some of us will even do it every six months to chase the latest deal. But far fewer of us ever switch wealth manager, whether it be a financial advisor, private bank or investment manager. “It takes too long”. “It’s a hassle”. “I’ve known […]
Read Article
Do you dread seeing your wealth manager? Has your relationship been deteriorating for a while, but you don’t know if it’s time to say goodbye? There are three key signs it’s time to take definitive action and find a better wealth management relationship, explains Lee Goggin, Co-founder of Find a WEALTH MANAGER So, how do […]
Read Article
‘A change is as good as a rest’, the old saying goes. It’s true in every aspect of your life, but especially when it comes to your finances. If you’re not getting peak performance from your money, you could find it harder to achieve your future financial goals. If you invested a lump sum of […]
Read Article