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How to find a wealth manager
Find a wealth manager to suit your needs
Before starting the process to find a suitable wealth manager, it may be wise to consider the main reasons why you need an investment professional to manage your portfolio.
Potential answers…

The Express
14th July 2026
'Demand to cancel 'self-defeating' £12billion tax that stops people from moving'
- Paul Denley, chief executive of Oakham Wealth Management, told Newspage the levy had become an "economic friction point." He said: "Taxing transactions…

The Express
13th July 2026
'Major UK pensions rule changes announced'
- Experts have welcomed plans to publish pension scheme league tables saying "sunlight is the best disinfectant" – but they have warned of unintended consequences. The Government…

The Express
11th July 2026
'Expert explains 'what wealthy investors do' with their money over summer'
- Paul Denley, CEO at London-based Oakham Wealth Management, said: "Summer markets can be deceptive. With many professional investors away on holiday,…

The Express
10th July 2026
'New gold investment update with 'ultimate role' advice'
- "Gold’s strongest role in a portfolio is as a diversifier: insurance you own before you need it, not a trade you should chase. At current levels, I'd favour buying…

FT Adviser
3rd July 2026
'Advisers see growing role for private markets in portfolios'
- A large majority (94 per cent) of wealth managers and independent financial advisers believe investors relying solely on listed equity portfolios risk missing out…

Employer News Article
2nd July 2026
'Jobseekers aged 50 and older are being written off and automatically filtered out due to “quiet bias”, experts warn'
- Jobseekers aged 50 and older are being written off by recruiters and automatically filtered out by employers…

The Express
30th June 2026
'Better than savings account after tax' money expert explains little-known method'
- With income tax rates at their highest for a generation, experts are urging higher-rate taxpayers to look beyond headline interest rates. With…

FT Adviser
30th June 2026
'Burnham unveils ‘rewired Britain’ vision that ‘investors can back’'
- Andy Burnham has announced plans for “Number 10 North” in a policy speech delivered today (June 29) in Manchester. Speaking at the People’s…

FT Adviser
25th June 2026
'When the only people left are those on the public payroll, tax rates will be irrelevant'
- An interview with Blevins Franks’ chief executive has resonated with FT Adviser readers, who have responded with a mixture of humour…

Market Brief - 3 innovations to drive the global economy
Investment Update - 24th June 2026
Market Brief
Three innovations that could drive the global economy
Cautionary note: Like every technological revolution, progress is unlikely to be smooth. Valuations can become stretched, innovation…