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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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Dan Alder
Senior Financial Adviser - Chartered Financial Planner, APFS
Dan is a Chartered Financial Planner, working from our Bath office and supporting clients across the South. He empowers clients to make informed and confident decisions about the present, their longer-term futures and helping the next generation.
Grace Whalley
Financial Adviser - Chartered Financial Planner, FPFS
Grace is a Financial Adviser and Fellow of the Personal Finance Society. She takes the heavy lifting off clients shoulders to help them to navigate various financial life stages and allow them to focus on meeting their different objectives in life.
David Dodgson
Partner - Chartered Financial Planner, FPFS
David is an experienced adviser and a Fellow of the Personal Finance Society (PFS), supporting his clients with their financial needs. His primary aim is to help his clients gain an appreciation of what lifestyle their current and future wealth is capable of delivering.