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Your independent and unbiased Wealth Manager comparison service. Impartial, comprehensive advice tai

21/10/2026

The pension rule most families overlook

In this interview, Neil Collyer (Compare Wealth Managers) and Jo Wellman (Quilter Cheviot) discuss why the age 75 threshold can completely change how your pension is passed on.

It’s not just about building wealth, it’s about how it’s transferred.

A short watch but an important one: https://lnkd.in/enJi4A_q

13/10/2026

Do Charity Trustees Have to Choose Between Values and Returns?

Ask whether a charity's trustees should simply chase the best possible investment return, and the instinctive answer is often yes: surely maximising performance is the whole point. That instinct misses something important about what makes charity money different from a private investor's portfolio. As Nicola Toyer, Acting Head of Charities at Quilter Cheviot, puts it, “when you’re a trustee of a charity, it’s not your own money.”

Watch the full interview here: https://comparewealthmanagers.com/knowledge-centre/charity-investment/do-charity-trustees-have-to-choose-between-values-and-returns

05/10/2026

How Much Should a Charity Actually Hold in Reserves?

Ask a trustee board how much they should hold in reserve and the conversation usually drifts toward a number: three months, six months, a year. It rarely starts with the harder question of what the money is actually for. That gap between having a figure and understanding its purpose is where many charities run into trouble.

As Charles Mesquita, Director of Charities at Quilter Cheviot, who advises charity trustees on reserves policy and investment strategy, explains, reserves ultimately exist to give organisations financial resilience. "We expect charities to live off nothing but deliver phenomenal things," he notes, and without adequate funds set aside, that expectation becomes unsustainable.

Visit the link below to watch the full interview: https://comparewealthmanagers.com/knowledge-centre/charity-investment/free-reserves-designated-funds-endowment-charity-trustees

29/09/2026

Best UK Wealth Managers for Balanced Portfolio Performance

In a world where market volatility has become the norm, investors seeking stability and steady growth face a delicate balancing act. We dive into how top discretionary wealth managers in the balanced risk category have performed over the past five years, illustrating the strategies they used to manage inflation, rising interest rates, and geopolitical shocks while maintaining a strong focus on wealth protection.

Compiled by Managed Portfolio Indices (MPI), the analysis reveals the collective strategies of leading managers who have mastered the art of preserving wealth through turbulent cycles, proving that caution, when applied wisely, can still deliver meaningful growth.
Read the full article: https://comparewealthmanagers.com/knowledge-centre/wealth-manager-rankings/top-ten-wealth-management-firms

21/09/2026

"UK Savings Week

Reaching your long-term wealth targets isn't just about saving more. It’s about being matched with the right specialist to manage it. As UK Savings Week highlights the importance of financial resilience, many high earners face a common challenge: you’re saving consistently, but finding the right professional partner to grow and protect that capital feels like navigating a maze.With hundreds of wealth management firms, private banks, and advisers across the UK, knowing who truly specialises in your unique goals can be overwhelming

We are here to connect you with the right experts to help you reach your savings goals.

Get in touch: https://comparewealthmanagers.com/contact-us"

14/09/2026

Pension Awareness Week

With Pension Awareness Week starting, most advice centres on a basic message: start saving early. But for senior professionals, executives, and business owners, the core issue isn't starting, it’s managing what you’ve already accumulated.We are here to connect you with the right experts to help you reach your pension goals.

Get in touch: https://comparewealthmanagers.com/contact-us

09/09/2026

Not All Wealth Managers Are Worth Comparing

That’s why Compare Wealth Managers does the homework for you. We only match you with wealth managers worth considering based on real performance, client reviews, fees, investment approach and service quality.

Find out who could be right for you at comparewealthmanagers.com

26/08/2026

Passing Wealth Forward: The Role Trusts Play in Modern Family Planning

Family wealth is often built with long-term intentions, but arrangements put in place at one stage of life do not always remain appropriate later on. While trusts are frequently perceived as complex or relevant only to a narrow group of families, they remain a practical tool for managing how assets are controlled, protected and passed on over time.

To understand how trusts are used in practice, and where they genuinely add value, we spoke with Ian Cook, Financial Planner at Quilter Cheviot, whose work focuses on long-term family planning and intergenerational wealth.

Click to watch the full interview: https://comparewealthmanagers.com/knowledge-centre/tax-and-inheritance/passing-wealth-forward-the-role-trusts-play-in-modern-family-planning

19/08/2026

In this interview, Rebecca Barrett, Wealth Planner at JM Finn, helps us understand why this gap exists, what closing it actually looks like in practice, and why this is the starting point for any woman thinking seriously about her financial future.

Watch the full interview here: https://comparewealthmanagers.com/knowledge-centre/women-in-investing/the-uk-s-599-billion-gender-investment-gap-why-it-exists-and-what-to-do-about-it

11/08/2026

What Makes a Facilities Management Business Attractive to a Buyer

For owners thinking about selling a facilities management business, there is often a gap between what they believe the company is worth and what a buyer will actually pay. That gap is rarely down to the quality of work delivered. It usually comes down to how the business is structured, where revenue comes from, and what happens when the owner steps back.

As Henry Campbell-Jones, Managing Director at Hornblower Business Brokers, explains, buyers are fundamentally asking one question: how maintainable is this business's income without the current owner? The answer determines not just the headline valuation but the entire structure of the deal.

Visit the link below to watch the full interview: https://comparewealthmanagers.com/knowledge-centre/business-sale/what-makes-a-facilities-management-business-attractive-to-a-buyer

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