The cost of going it alone
A clearer way to think about your financial future
Welcome to The Power of Good Advice series. In this episode, host Katie Derham sits down with our experts Holly Merriman and Leon Buckley to answer the fundamental question: What is wealth management? We break down the barriers and misconceptions of the industry, proving that professional financial advice isn't just for the ultra-wealthy, it’s for anyone who wants more flexibility, opportunity, and choice in their life.
Discover the essential synergy between financial planning (identifying your "why") and investment management (structuring your wealth). We explore how a personalised financial roadmap can help you avoid costly mistakes (like complex UK tax rules or staying in cash too long) and how to align your family's goals for the long term. Whether you are an entrepreneur selling a business, a high-earning professional, or simply looking to take control of your future, learn why the best time to start your investment strategy was yesterday, and the second-best time is now.
