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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 deciding to appoint to review a Wealth Manager.

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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.

Questions about wealth management?

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Our clients speak for us

Meet our expert team

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Kirsty Stone

Kirsty Stone

Senior Financial Adviser - Chartered Financial Planner, APFS

Rated 4.6 out of 5

Top Rated Adviser 2022

Kirsty is a Chartered Financial Planner and expert in cash flow forecasting and advises in all aspects of financial and strategic planning

Photo of Julian Frere

Julian Frere

Partner - Chartered Financial Planner, APFS

4.8 out of 5

Top Rated Adviser 2022

Julian advises on pension reviews, retirement planning, investment management, tax efficient structuring, life insurance and succession planning.

Susan Tait - Chartered Financial Planner at The Private Office

Susan Tait

Partner - Chartered Financial Planner, APFS

4.8 out of 5

Top Rated Adviser 2022

Susan has a broad range of experiences dealing with high net worth clients who pose complex financial circumstances.