Partner David Bull was invited by Good Money Guide recently to provide comment for their Expert Q&A – Your Money Questions Answered section.  The question posed was ‘When Should You Get a Wealth Manager? – Is £250,000 enough to use a wealth manager for investing?’.

David considered the question from the client’s viewpoint and the reasons behind the investment, their other income and assets, and what they hoped that the Wealth Manager will add, alongside the style of management which was offered.  He noted that Cashflow forecasting, which we undertake for our clients, can assist with financial planning, making for far better investment choices and how specific investment mandates such as Socially Responsible Investing are becoming increasingly popular as clients look to the future.

James Roberts, Managing Partner, also commented about his belief that wealth management should be accessible to all.  He spoke about the part technology plays in wealth management, “Yes the best firms are now set up with technology meaning that an individual starting at £250k can form an enduring relationship with an adviser and together build a portfolio bespoke to their needs.”

Please click here to access a copy of the article and David’s full comments.

The Good Money Guide is a London based comparison site and guide to trading and investment accounts for clients based in the UK, Europe, Asia, South Africa and Australia. This site considers investment accounts, products and services and uses in-depth expert guides, client reviews, interviews, news and views in order to connect clients to the most appropriate financial service provider for their needs.

The contents of the article have been prepared solely for information purposes. The article contains information on financial products and services and such information is designed for and addressed solely to individuals seeking generic industry information.