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Shhh Insiders Guide to Wealth Management
What is Wealth Management: An Insiders Guide
In this guide:
- What are the pitfalls of percentage-based charging? - Percentages are a hangover from the days of commission.
- Do I need a wealth management advisor? - Ensure you receive tailored advice for you and your family.
- Does your wealth management evolve with your situation? – Life happens and your situation will evolve.
This guide is designed to help you navigate some of the potential pitfalls when choosing a Wealth Manager.
Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.
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From this guide:
Do you even need a wealth manager?
Do you need to invest in markets or risk assets?
If you can achieve your goals without taking risk, why take it? Investing in cash deposits might be the answer.
Does your Wealth Manager really understand what you are trying to achieve and can they advise on cash, for example though a cash management service?
Did you know that the most typical method of charging amongst Wealth Managers is still to derive their income based on the value of investment assets which, in many cases, may not be appropriate.
Download the full guide to read more.
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Our clients speak for us
Meet our expert team
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Daniel Lea
Senior Financial Adviser - Chartered Financial Planner, APFS
Daniel helps clients with their financial needs and advises on various aspects of financial, investment, and retirement planning. He adopts a friendly, straightforward approach towards his work, aiming to empower his clients with informed decision-making.
Alex Shields
Partner - Chartered Financial Planner, FPFS
Alex looks to build up a detailed understanding of his clients’ situations which enables him to provide advice tailored to their circumstances. He believes that it’s crucial to communicate in a clear and straightforward manner to put his clients’ minds at ease.
Abby Ivison
Financial Adviser - Chartered Financial Planner, APFS
As a Chartered Financial Planner, Abby offers insight to guide clients with their financial needs. She is passionate about providing friendly, sound, and honest advice in a way that’s easy to understand so that her clients can feel empowered to achieve their financial goals.