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Wealth Management News

News - General
06 Nov 2013 One In Four UK Investors Have No Access To Professional Advice

Nowadays, many British workers take care of their own retirement saving plans, and seeking proper financial advice can be a very important. However, according to a new survey by the Yorkshire Building Society, one in four savers and investors have difficulties in finding professional help. ...

25 Sep 2013 New Rules To Ensure Transparency Of Fund Management Charges

Investors are often confused by the effect of fund management charges on their savings but under new rules to be introduced in April 2014, all investors will be provided with full information regarding the fees they have been charged, the Sunday Telegraph reported. The reform was confir...

20 Feb 2013 Brits To Face Significant Savings Gap In Retirement

The savings of the average Briton are expected to dry up just seven years after they retire, leaving them without any for the last 12 years of their life, a study by HSBC showed today. The average Brit intends to retire at 65 and thinks an income of around £22,500 a year would provide ...

15 Feb 2013 Fidelius Match Ball Sponsorship

Fidelius were delighted to be the match ball sponsors for the game against Worcester Warriors. Jim Grant, CEO of Fidelius, was presented a signed rugby ball by Bath Rugby players Sam Vesty (left) and Simon Taylor (right). Bath Rugby stormed to a bonus point win, final score 32-9

08 Feb 2013 Tim Lambert to run 150 miles for charity in ultramarathon challenges

Tim Lambert of Bath based property investment firm Parallel Capital is preparing to run two gruelling ultramarathons in a bid to raise £2,000 for Hope for Tomorrow, a charity that reduces hospital visits for cancer patients by providing mobile treatment units.

24 Jan 2013 FIDELIUS EXPANDS WITH ROUND OF SENIOR APPOINTMENTS

Fidelius, one of Bath’s leading financial services companies, has appointed two directors to its board and three senior staff to its wealth management and employee benefits divisions as the firm continues its strategy of rapid growth and expansion.

02 Jan 2013 Some 75% Of Small Businesses Without Pension Scheme

Some 75% of small firms in the UK do not run a pension scheme, a survey by the Association of Consulting Actuaries (ACA) showed yesterday. Only 25% of small businesses provide a pension provision, compared with one third two years earlier. In addition, combined employer and employee pen...

12 Dec 2012 Number Of UK Investor Visas Soars 78% In 2012

The UK recorded an increase of 78% in the number of specialist ‘investor visas´ issued to wealthy foreign investors to 419 in the year to June 2012, international law firm Pinsent Masons said last week. The proportion of Russian investors was the largest in 2011-12, with individ...

21 Nov 2012 UK Investors Lose £1.2 Billion Annually To Fraud

Fraud results in combined losses of £1.2 billion a year for UK investors, according to an anti-fraud campaign launched on Wednesday by Action Fraud, the national reporting centre for fraud and Internet crime. A survey, carried out by market research company Ipsos MORI in relation to th...

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