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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Nearly 5m able to pay for financial advice avoid advisers

 

Research by a financial provider has found that 4.8m people who could ‘comfortably’ pay for financial advice reject seeing an adviser even though it could be of financial benefit to them.

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Millennials have ‘no clue’ about £4trn IHT risk 

More than six in 10 millennials have no clue about their financial plans when it comes to IHT despite being likely to inherit around £4trillion by next year, according to a major survey for a wealth manager.

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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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