Intelligent digital wealth management

Let�s face it: managing money can be tricky. Working out what you want to achieve, deciding what to invest in, sorting out your taxes, adjusting your portfolio � it�s all more than a little daunting to the uninitiated. And that�s why people often look for help from the experts � and no, we�re not talking about the gang at Finimize ?

We�re talking about those people whose bread and butter is giving you financial advice. That might be a financial advisor, who looks at your circumstances and picks out some investments that�ll suit you.�But financial advisors don�t actually�manage�your money: they entrust it to fund managers. If you�re looking for someone to make decisions on your behalf, a�wealth�manager�s what you�re after.

It�s holistic

Not only do wealth managers offer advice tailored to your situation, they�implement�the plan for you from start to finish. You give them your money, and they invest it for you. Simple as that. And they�ll spruce up your finances in a variety of other ways too: setting up trusts for your children, tax planning, insurance and so on. Wealth managers offer, as they might put it, a �holistic wealth service� ?

Wealth management has historically been reserved for the ultra-wealthy, but competition from new products has driven down prices and made it far more accessible. So if you�re wondering how to make your money work harder for you, you�re in the right place. We�ll explain how wealth managers justify their fees and how they go about helping you, and get you to a stage where you can decide if hiring one of your own is the right way to go.

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