Find a Wealth Manager

Find A Wealth Manager, Wealth Manager

How to find a wealth manager

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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Ethical Investing, Philanthropy, Tax, Wealth Management

How to interview a wealth manager

Engaging a professional wealth manager may be one of the best financial decisions you ever make. Ensuring your investments are performing optimally and that your risk exposures are appropriately managed is foundational to your financial security. With a professional on board, you will be far more certain of achieving your long-term goals. When it comes […]

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Pension, Pension Calculator, Retirement, Tax

5 ways to make the most of your wealth in 2015

Give your money a head start with these five ways to make the most of your wealth in 2015, presented by UK wealth manager Tilney BestInvest. Over the past few weeks many of us have been putting time and effort into our New Year’s Resolutions – from spending more time in the gym to cutting […]

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