placeholder

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.

insiders-guide-cover.jpg

Download

Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.

Download your free guide now

Provide your details below to receive your free guide.  

Name
CAPTCHA
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

By submitting this form, I agree the terms set out in TPO’s Privacy Policy and consent to TPO processing and holding my data for marketing purposes. You can opt out of marketing at any point by contacting marketing@theprivateoffice.com.

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.

Arrange a free initial consultation

Contact us

Our clients speak for us

Meet our expert team

Copy of Copy of Copy of Copy of Copy of Template - People block - list (6.06)

Sarah Beall

Financial Adviser - Chartered Financial Planner, FPFS

Rated 4.9 out of 5

A Fellow of the Personal Finance Society, Sarah has worked in financial services since 2011 and works in partnership with her clients to ensure they understand what they are capable of achieving and how they can get there. In particular, she provides clarity around complex strategies to put her clients at ease.

Merve Oral

Financial Adviser - Chartered Financial Planner, FPFS

Rated 4.8 out of 5

Top Rated Adviser 2022

Merve is a Chartered Financial Planner and a Fellow of the Personal Finance Society. She creates bespoke financial plans in partnership with her clients to help them secure their financial future and enjoy their desired lifestyle with peace of mind. 

Daniel Schofield

Partner - DipPFS

Rated 4.7 out of 5

Top Rated Adviser 2022

Daniel provides advice focused on the disciplines of personal and corporate financial planning, investment portfolio management, Inheritance Tax (IHT) planning and mitigation, and legacy and succession planning.