Financial Planning ‘reality gap’ for HNW savers
- Monday, 02 December 2019
- Articles

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.
Read more...Nearly 5m able to pay for financial advice avoid advisers
- Tuesday, 19 November 2019
- Articles

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.
Read more...Millennials have ‘no clue’ about £4trn IHT risk
- Tuesday, 12 November 2019
- Articles

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.
Read more...HNW investors ‘cautious but optimistic’, says UBS report
- Tuesday, 12 November 2019
- Articles

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