Many people are convinced that a local IFA is their only option for personalised advice at their level of wealth, but you should be very wary of settling before exploring all the options which are available to you: bigger very often is better.
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Choosing whether to be a ‘big fish in a small pond or a small fish in a big pond’ is one of the more philosophical questions when weighing up wealth managers.
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Posing these quick-fire questions to a shortlist of wealth managers will help you arrive at a good match quickly, much in the style of speed dating.
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Brexit poses difficult questions for institutions operating in Europe – and the UK expats they serve – but this is no time for investors to take a “head in the sand” stance.
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