You don’t necessarily have to be “wealthy” to need a wealth manager explains Lee Goggin, co-founder of findaWEALTHMANAGER.com. It’s of course to be expected that what constitutes “wealthy” changes over time. People used to aspire to being a millionaire, but research shows you need at least £10mn to be considered wealthy today. With house prices […]
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Users of our service tell us it is very interesting – and reassuring – to discover what other affluent investors are thinking about when it comes to managing their wealth. Here, we share key investor trends from the first part of the year. The team at findaWEALTHMANAGER.com is delighted to have seen a 24% year-over-year […]
Read ArticleProactive investors will find much food for thought in this interview, where one top wealth executive reveals their top “money lessons learned” to findaWEALTHMANAGER.com. Paul Abberley became Chief Executive of Charles Stanley in 2014, having previously served as Chief Investment Officer and before that as CEO/CIO at Aviva Investors London. An industry veteran with over […]
Read ArticleProactive investors will find much food for thought in this interview, where one top wealth executive reveals their top “money lessons learned” to findaWEALTHMANAGER.com. Giles Rowe co-founded Henderson Rowe Wealth Management with Charles Aram in 2002, after twenty years in the investment business. A passionate advocate of direct equities investing, he has a background in […]
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