Planner Casebook: Helping a HNW client with £10m windfall

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.

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3,200 HNW individuals to quit UK this year

The UK is expected to see a net outflow of 3,200 high-net-worth individuals in 2023, according to a new report.

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Nearly 6 in 10 HNW investors worried about inflation

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.

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HNW savers underestimate pension funding by £300,000

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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