Wealth Management

Choosing the right wealth manager will be very different depending on your specific requirements. There will rarely be a single “best” wealth manager for every individual as your needs will differ greatly from someone who has different assets and investments to manage than you do or has different goals in mind to you. Need a […]

A reader asks: Thinking of using Fisher Investments UK to actively manage my pension pot of £600 k. Want to know what market leaders should I be judging there fee structure and short term and long term performance against please? Our response: If you’re looking at Fisher Investments for a £600k pension, the main things to benchmark

A reader asks: Hi, the personal IHT allowances of £325k, and £175k for passing on a property to direct descendants, are these 2 allowances ring fenced? For example, if on death a property is valued at say £200k and personal assets at less than £300k could £25k of the surplus personal allowance be off-set against

A user has asked a question about finding a wealth manager: I’m looking to invest approx £250-300k for the medium term (say 5 years or longer). Is this enough to use a wealth manager? Digital wealth mangers like Moneyfarm and Wealthify let you invest from £1, but if you need specific advice from a professional

Ensuring your wealth management firm or wealth adviser has the necessary regulatory license and the relevant qualifications and expertise should be amongst your highest priorities when choosing who to trust your finances with. Who regulates wealth managers in the UK? The Financial Conduct Authority is responsible for regulating wealth managers in the UK. Wealth managers

It may seem daunting to trust and choose a wealth manager for your financial future, but it’s actually very easy to approach them and find out if they are right for you. If you are worried about what to ask a potential wealth manager, we’ve spoken to the experts and put together some initial questions

You can switch wealth managers – but be aware of exit fees. Whether you are trying to save on costs, think that your portfolio is under performing or you have found a better deal, the following tips may help your wealth manager switch run more smoothly. The process of switching wealth managers is actually very

Model portfolio fees have been reduced by nearly half in just three years, bringing them in line with robo advisers and investment platforms, as the wealth managers that use them face increasing cost pressure. Consultancy NextWealth’s latest MPS (model portfolio service) Proposition Comparison Report has found the average total cost to clients for these offerings