Using jargon-free terminology we explain everything you need to know about wealth management. What types of wealth managers are there and how to tell them apart.
Wealth and health areas are often viewed as two separate entities. Yet they are actually closely intertwined. There is an inextricable link between your physical and financial wellbeing, with both being foundational to a happy, productive life. It is all too easy, however, to let both health and wealth considerations fall down your list of […]
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Introduction “Get rich quick” schemes have a poor reputation, as they should do, because building substantial wealth is a long-term endeavour. It is an eminently achievable one, however, although much depends on taking advice at the right time and putting robust savings and investment plans into practice as early as possible. In short, building up […]
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We consistently find that a significant proportion of the affluent individuals coming to findaWEALTHMANAGER.com are unhappy clients seeking alternatives – with such enquiries accounting for a fifth or more of our users at times. Spikes often occur when a big merger of firms comes about making them feel uneasy, or when market events makes investors […]
Read ArticleUntil recently, it has been very difficult for people to compare different wealth managers, at least not without hours of online research and telephone calls. The laborious nature of this task has meant wealth managers are often just selected based on word-of-mouth recommendation, perhaps from a friend, colleague or professional contact. Unfortunately, this has meant […]
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