Leveraging social media

Social media platforms, such as Facebook, Twitter and LinkedIn, are becoming increasingly popular and influential among affluent investors. Social media now gives you a great opportunity to gain insight, show thought leadership and build rapport with your clients and prospects.

Succession planning

As the owner of a successful financial advisory practice, one of the most daunting challenges you face may be succession planning for your business. Two of the biggest objectives are securing business continuity for your clients and securing the value you have built up in your business.

In addition to their technical expertise, the efficient administration and personal attention of Quilter Cheviot keeps us well informed, ensuring that we are able to fulfil our responsibility to the charity.

Colin Wash, Financial Consultant, Alzheimer’s Research Trust UK

Behavioural finance

Behavioural finance is a relatively new science which seeks to explain how human emotions can lead to unpredictable, irrational and harmful investment decisions.

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Whether you enjoy the occasional glass of Sancerre or you’re looking for a vintage to invest in, it’s worth knowing the expert recommendations.

About the author

Paul Bolt, our wine expert, was recently inducted as a Chevalier de Champagne and actively trades on Livex.

illustrations bottle grapes