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.
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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It can be very helpful when a wealth manager describes their ethos and approach in their own words, explains Wendy Spires, Director of Content and Research. Thousands of affluent individuals visit findaWEALTHMANAGER.com each month for a fast and free way to find the right wealth manager for their precise profile and needs. While there is […]
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Like many other professionals, lawyers have specialised wealth management needs which mean that taking professional advice can do wonders for their financial health.
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Wealth managers are well-used to serving entrepreneurs, giving them invaluable assistance in areas like sales and succession, as well as arranging their personal financial planning and investments.
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