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A tartalmat a Alison Porter biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Alison Porter vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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How to Choose a Wealth Manager

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Manage episode 367802658 series 3463916
A tartalmat a Alison Porter biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Alison Porter vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.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.

  continue reading

9 epizódok

Artwork
iconMegosztás
 
Manage episode 367802658 series 3463916
A tartalmat a Alison Porter biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Alison Porter vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.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.

  continue reading

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