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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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Meet our expert team
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Alex Hatfield
Partner - Chartered Financial Planner, FPFS, MCSI
Alex, Partner and Chartered Financial Planner, helps clients plan for every stage of life, using cash-flow modelling to give clarity and confidence in their financial future.
Ellie Jarvis
Financial Adviser - Chartered Financial Planner, APFS
Based in Leeds, Ellie is a Chartered Financial Planner guiding clients nationwide through retirement, tax, investment and broader financial planning decisions.
Steffan Alemanno
Senior Financial Adviser - Chartered Financial Planner, APFS
Helping clients navigate their financial goals, Steffan is a Chartered Financial Planner who supports a wide range of planning needs and prepares them for both today and the future.