What is intergenerational wealth management? Intergenerational wealth management is about how families use their collective wealth to support each other during their lifetimes. Increasing life expectancy and major social change mean many families need to reconsider how their [...]
Wealth Management is commonly thought of as an advisory service for personal finance and investment. While this certainly is an important role for a Wealth Manager, what can sometimes be overlooked is how they can also benefit business [...]
There can be some confusion about the service that a Wealth Manager can provide and how they can benefit their client’s financial goals. As a qualified IFA, a Wealth Manager can advise on any and all aspects of [...]
What are the key financial dates to consider? With inflation rising and speculation of interest rate rises to compensate, households are likely to see a significant jump in their monthly outgoings over the coming year. For investors, the [...]
Investing for the first time can be daunting, but for those who are in it for the long-term, it could help you achieve your goals more quickly. In a period of all time low interest rates, finding ways [...]
Applying for a mortgage requires careful research and planning. You’ll need to understand the different types of mortgage loans available, how much deposit to put down and whether your credit rating is good enough to support an application. [...]
Everybody wants to give their children the best start in life – and for many families, that involves paying for the best education available. But without the necessary planning, school fees can be a big drain on your [...]
Starting a family can be one of the most exciting times in your life. Becoming a parent can make huge changes to your way of life and cause a big shift in your personal priorities. As well as [...]
For many parents of teenagers – and many teenagers themselves – one of the hottest topics of conversation is the cost of higher education. Many people see it as a burden of debt that their children will be [...]
When you leave school or university and enter the world of work, it’s understandable that you will want to enjoy the rewards straight away. You have spent a number of years working hard on your studies and now [...]
Many people dream of owning their own home but think they won’t be able to get a mortgage to fund it due to common misconceptions. But the amount of mortgage misconceptions, contradictory rules and mind-boggling jargon out there [...]
Nobody wants to think about the prospect of dying, or what they will leave for their loved ones when they are gone. But if you want to leave your family something in the event of your death, then [...]
