Netwealth
28% of HNW Brits have lost track of large Sipp pots
Value of the forgotten assets is ‘substantial’ and could have a ‘transformative impact’ for owners
UK wealth manager sets up financial planning service
It can be used as a complementary solution alongside existing adviser relationships
Just 20% of pre-retirees sought advice for later life plans
Unprepared Brits ‘will be faced with a series of shocks over the years to come’
Best Practice | 5 Jan 22
Just 28% of HNW Brits to split wealth equally between children
‘There is no one-size-fits-all approach to how you divide up’ assets
‘Challenger’ wealth firm eyes IFA acquisitions
After the company raised £11.3m in its latest funding round