Book description
The Financial Times Guide to Wealth Management is your definitive guide to preserving and enhancing your wealth and getting the most out of your finances. Whether you want to do it yourself, or get an overview of the basics so you can understand the experts, this book gives you the answers. Up to date with all the latest changes to UK pension, tax and legal rules, it covers everything you need to know in one easy to read guide.
Table of contents
- Cover
- About the author
- Title Page
- Table of Contents
- Acknowledgements
- Publisher’s acknowledgements
- Introduction
-
PART 1 STRATEGIC PLANNING
- 1 Know where you are going and why
- 2 Knowing your ‘financial personality’
- 3 The wealth framework
-
4 The value of advice
- The media is not your friend
- The financial services marketing machine
- Average investors and markets
- Responding to changing economic conditions
- Decide what advice service you need and will value most
- The role of a good financial adviser or wealth manager
- Wealth management
- The expert network
- Experience and professional qualifications
- Fees and other costs
- PART 2 THE INVESTMENT ENGINE
- PART 3 OTHER FINANCIAL PLANNING ISSUES
- Useful websites and further reading
- Index
- Marketing Ad
- Imprint
Product information
- Title: FT Guide to Wealth Management
- Author(s):
- Release date: November 2012
- Publisher(s): Pearson Business
- ISBN: 9780273743040
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