I think it’s time for a change
Don’t let unfounded fears keep you from getting a wealth manager who will really work for you.
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Why a larger wealth manager is likely to be the wiser choice
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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Does size matter in wealth management?
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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How to speed date
potential wealth managers
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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