We often meet potential clients who have existing financial advisers or wealth managers looking after part of their portfolio.  For one reason or another these individuals may not be completely satisfied with their existing arrangements, but as is human nature, they may be reluctant to make a change, especially one as important as appointing a new wealth manager.

Within this article we look at the common issues that lead individuals to seek a new adviser, and address the concerns that can arise when making the decision whether to commit to change.

How easy is it to change your Adviser or Wealth Manager?