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How to Choose a Wealth Manager
Manage episode 367802658 series 3463916
Innhold levert av Alison Porter. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alison Porter eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this podcast episode, Alison introduces us to Andrew Knott, Managing Director at Hampden Private Office, to talk all about wealth management. Andrew's experience in finance and financial engineering has made him an expert in handling the complexities of wealthy families, trusts, and charitable foundations.
The discussion revolves around Andrew’s personal take on when to seek assistance from a Wealth Manager and the most sensible way to invest funds that come as a result of divorce or separation settlements.
As Alison points out, the information discussed should not be considered as advice or recommendations, and professional advice should always be sought before taking action in relation to your finances.
You can contact Andrew here via this link - https://www.hampden.co.uk/team/andrew-knott
Alison is the driving force behind Pennywise Consultants, the financial lifestyle analysis experts. In 2010, Alison saw a gap in the market for a new service to help lawyers to build cases and provide outstanding pastoral care to their clients. Since then, Pennywise has specialised in creating and challenging lifestyle and household budgets to support mediation and legal proceedings, equipping lawyers, professional advisers and private clients with the evidence they need to achieve the fairest outcomes.
You can reach Alison and her team at support@pennywiseconsultants.co.uk or call them on 01531 640988.
For more information about how Pennywise Consultants can help you, head over to their website at www.pennywiseconsultants.co.uk.
Follow Pennywise Consultants on Instagram, Facebook, LinkedIn and Twitter for regular updates from Alison and her team.
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