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Great expectations

Ensuring the long-term provision of funds to pay for care and wellbeing services is an essential part of protecting and enabling vulnerable individuals. As care plans for the vulnerable often require a specialist approach to meet expectations, why should wealth management planning be any different, asks Richard Fraser

28 January 2016

The term 'wealth management' is used a lot in many areas and in its broadest sense describes the combination of investment management, financial advice and planning for high net worth individuals.

However, in reality the term wealth manager is used by many organisations such as independent financial advisers (IFAs), investment managers and others, when they really only provide part of the service an individual would expect.

The definition of wealth management is actually the practice of solving or enhancing an individual's financial situation and achieving short, medium and long-term financial goals. From a self-styled wealth manager's perspective, this doesn't just mean financial management or advice, but the consideration of many other areas. This can include investment planning, tax planning, estate trust and gift planning, insurance, philanthropy and lifestyle...

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