Financial Planning ‘reality gap’ for HNW savers

The vast majority of HNW individuals (78%) believe that setting Financial Planning targets is important but only 1 in 4 have spoken to financial adviser this year, preferring to adopt a 'hit and hope' approach, according to a new survey.

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HNW investors ‘cautious but optimistic’, says UBS report

Wealthy investors are cautious on 2020 but optimistic on the decade ahead, the latest UBS Investor Watch survey has found.

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HNW offshore investment demand outstrips supply - survey

Wealth managers not equipped to deal with rise in high net worth demand for offshore investments, says analytics firm GlobalData.

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Planner launches financial and estate planning “missing link”

Chartered Financial Planner Jason Butler is pioneering a US system in the UK which he says is a bridge between Financial Planning and estate planning.

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