Quilter
Nearly one-in-five wealthy Brits has at least £100,000 in cash
29% would like to move their assets to investments but don’t know what to do
Best Practice | 18 Nov 20
Coming soon: Best Practice Adviser Award winners
Incredible number of entries across all regions
Brits reluctance to pay for advice sparks ‘critical challenge’
Just 12% are in favour of ongoing fees with most opting for a one-off structure
HNWs rush to take advantage of tax-efficient investments
52% said they will put more of their wealth into schemes that offer breaks before Sunak’s rumoured changes
Quilter and FCA join forces to investigate unregulated firm
As fake introducer business claims to be an appointed representative of the wealth company