Planner Casebook: Helping a HNW client with £10m windfall
- Monday, 02 October 2023
- Articles
Robin Melley, Chartered Financial Planner and founder of Matrix Capital in Shropshire, shares how he helped a retiring CEO with a £10m windfall in the latest edition of Financial Planning Today magazine.
Read more...3,200 HNW individuals to quit UK this year
- Wednesday, 14 June 2023
- Articles
The UK is expected to see a net outflow of 3,200 high-net-worth individuals in 2023, according to a new report.
Read more...Nearly 6 in 10 HNW investors worried about inflation
- Wednesday, 14 December 2022
- Articles
Six in ten (59%) investors with over £500,000 in investable assets are concerned about the threat of recession and the damage high inflation will do to their portfolios, according to a new report.
Read more...HNW savers underestimate pension funding by £300,000
- Thursday, 23 June 2022
- Articles
High net worth (HNW) savers are underestimating the amount of money they need to save for a comfortable retirement by around £300,000, according to a new report.
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