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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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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Do you dread seeing your wealth manager? Has your relationship been deteriorating for a while, but you don’t know if it’s time to say goodbye? There are three key signs it’s time to take definitive action and find a better wealth management relationship, explains Lee Goggin, Co-founder of Find a WEALTH MANAGER So, how do […]
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