Blog

How has Coronavirus Impacted the Wealth Management Industry?
Gary Skovron - 16 June 2020

How has Coronavirus Impacted the Wealth Management Industry?

COVID-19 has not only impacted the global financial market in unprecedented ways, but also the relationship between clients and their advisers. Industries have had to rapidly adapt and find new ways to guide decision-makers whilst navigating evolving challenges.

Why independent financial advice often isn’t independent
Catherine Child - 9 June 2020

Why independent financial advice often isn’t independent

If you’ve been in this industry as long as we have, you’ll know that a common problem clients are faced with in the wealth management arena is the lack of authentic independent investment advice.

Managing your wealth uncovered
Catherine Child - 16 April 2020

Managing your wealth uncovered

Who is ultimately responsible for Your Wealth Plc and some simple steps to take. “If it sounds too good to be true, it probably is” – many of us invest in assets relying on others to perform the basic due diligence – as the herd mentality is reassuring.

How to plan for an early retirement
Catherine Child - 13 April 2020

How to plan for an early retirement

“How can I retire early, live to an old age and yet have enough wealth to live comfortably?” is one of the most common question asked, often compounded by unforeseen events like pandemics along the way.

A new paradigm of wealth is upon us all
Catherine Child - 30 March 2020

A new paradigm of wealth is upon us all

The unthinkable has happened in 2020 – markets have collapsed, anxiety and personal anguish are taking its toll, communities are questioning their very essence with many looking for scapegoats, some countries are relying on the “hope and wish” strategy and the under-privileged remain an unconscious priority.

Coronavirus and the 5 stages of crisis management
Catherine Child - 23 March 2020

Coronavirus and the 5 stages of crisis management

As Warren Buffet said “If you stick around long enough, you’ll see everything in markets. And it may have taken me 89 years to throw this one into the experience, but the markets, if you have to be open second by second, they react to news in a big-time way.”