A mid-life financial MOT allows those in their 40s and 50s to spot issues in their wealth planning in good enough time to have a significant positive effect on your income and lifestyle in future decades.
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From trade wars to the threat of a socialist government raiding family wealth, there is much for affluent individuals to worry about this month.
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You pay a wealth manager to maximise your investment returns and so you should never put up with disappointing performance for any significant period of time. Ask these questions to get a better overview of how your investments are doing.
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Our users are sometimes left struggling to choose between two very closely matched wealth managers, but if there are good reasons for splitting your portfolio then you can indeed go with both.
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