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Wealth Management Platform – Manage Your Wealth In One Place

Wealth Platform The London Investor What is our Wealth Management platform? It is a simple and reliable way to have your pension and investments collated and updated securely in one place –regardless...

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Glossary of Wealth Management Terms – Investoo

You are here: Wealth Management home / Glossary of Wealth Management Terms Glossary of Wealth Management Terms Certain financial terms often mean different things to different people, depending on...

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Wealth Manangement FAQs

There will be many financial questions you will have about our company and also the service you are interested in? Below you will find a few commonly asked questions and their answers.. Why Are...

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Unit Trusts & OEICs

Unit Trusts & OEICs June 19th, 2017 The London Investor Unit trusts and open ended investment companies (OEICs) are forms of shared investments, or funds that allow you to pool your money with...

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Wills and Trusts with Investoo

Wills and Trust Any transfers between a husband and wife, or civil partner, are exempt for inheritance tax which means that none is payable upon the death of the first spouse.With the death of the...

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Will You Avoid Care Home Costs and Fees? – Investoo

Will You Avoid Care Home Costs? The long awaited proposals resulting from the Dilnot report were expected to outline a welcome and acceptable solution to the controversial issue of care home costs and...

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Whole of life insurance – an advisers tale

Whole of life insurance – an advisers tale Whole of Life Assurance – an Advisers tale By Becky Barnet: Reading Time 7 Minutes. I’ve been insuring people’s lives for around twenty five years now. When...

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What Does a Wealth Manager Do? – Investoo

We’ve all been there. Stood in the kitchen at a house party, you get asked the inevitable.   “So – what do you do?”  The answer comes, and you know what will follow.   “I work in wealth management....

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Tracking Down Your Lost Pension and Pension Tracking

Tracking Down Your Lost Pension The London Investor Are you one of the thousands who have a missing or lost pension? During the working lifetime of most people in the UK, we may well slog through as...

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Trusts & Protection – UK Guide to Trusts & Protections

The Right Type of Trust Will Offer Your Loved Ones Protection and Security   If you are using a trust for Inheritance Tax planning, it is important to take care that you create the correct type of...

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