Women in business – a growth story for wealth managers
Why women’s wealth management needs are ever higher on firms’ agendas as economic dynamism from females takes hold.
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Time for a change? Your essential guide to changing wealth manager
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 ArticleFinding your best wealth manager
Until 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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Financial new year resolutions for your wealth
The end of the tax year on April 5 is an opportunity for higher-earners to put their wealth in order with Financial New Year Resolutions, explains Charles Calkin, financial planner at James Hambro & Co. Think about pension investment and carry forward Pension contributions can be a good way for business-owners and higher-earners to limit […]
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