The Financial Times Guide to Wealth Management: How to Plan, Invest and Protect Your Financial Assets (Financial Times Guides) - Softcover

Butler, Jason

Softcover

ISBN 10: 129200469X ISBN 13: 9781292004693

Publisher: Ft Pr

Synopsis

The Financial Times Guide to Wealth Management is your comprehensive guide to achieving financial security and stability by planning, preserving and enhancing your wealth. As well as being fully updated throughout, it includes five new chapters on socially responsible and impact investing; property, land and woodlands; single premium investment bonds; non-trust structures and young people and money.

 

Whether you’re a beginner wanting an introduction to financial planning or an experienced investor looking to pass your wealth on to others, this is the book for you.  Drawing on his 25 years’ experience as a financial adviser to successful families, and written in clear and concise language, Jason Butler will give you both the understanding and confidence you need to make successful financial decisions, enabling you to:

 

- Define your life goals and financial personality so that you can build an effective wealth plan

- Navigate the maze of investment options and choose the best one for your needs

- Understand when and how to get professional help which delivers value

- Clarify the need for and role of insurance, tax structures, pensions and trusts

- Develop a wealth succession plan which matches your values and preferences

About this title

From the Back Cover:

‘This book, from one of the UK’s leading financial planners, provides the essential knowledge that investors need to help them think about and plan for their financial future.’

Steve Gazzard CFPCM,chief executive, Institute of Financial Planning

 

‘A practical, easy to read guide that provides a framework to help us all achieve our financial goals. This book is essential reading for investors.’

Cynthia Poole, director, relationship management, Raymond James Investment Services

 

‘A brilliant book, written in an accessible manner to help you understand the importance of life goals and values in the wealth management process. It is the best book I have ever come across on wealth management.’

Dr Lien Luu, senior lecturer in financial services, Northampton Business School; certified and chartered financial planner

 

The Financial Times Guide to Wealth Management is your comprehensive guide to achieving financial security and stability by planning, preserving and enhancing your wealth. As well as being fully updated throughout, it includes five new chapters on socially responsible and impact investing; property, land and woodlands; single premium investment bonds; non-trust structures and young people and money.

 

Whether you’re a beginner wanting an introduction to financial planning or an experienced investor looking to pass your wealth on to others, this is the book for you.  Drawing on his 25 years’ experience as a financial adviser to successful families, and written in clear and concise language, Jason Butler will give you both the understanding and confidence you need to make successful financial decisions, enabling you to:

 

- Define your life goals and financial personality so that you can build an effective wealth plan

- Navigate the maze of investment options and choose the best one for your needs

- Understand when and how to get professional help which delivers value

- Clarify the need for and role of insurance, tax structures, pensions and trusts

- Develop a wealth succession plan which matches your values and preferences

About the Author:

Jason Butler is the founder and senior partner of the award winning Bloomsbury Financial Planning - a referral-only wealth management company. His recent awards include Money Management Financial Planner of the Year and Money Management Estate Planner of the Year. He is a regular writer for the Financial Times, The Schmidt Report and The Chief Executive, and often speaks at events.

 

About this edition

• Publisher: Ft Pr
• ISBN 10: 129200469X
• ISBN 13: 9781292004693
• Binding: Paperback
• Edition number: 2
• Number of pages: 524