Our research (conducted across 2022-24) uncovered a wide range of views from high-net-worth individuals (HNWIs): from how they feel about discussing money with their families to how often they would seek financial advice in today’s challenging economic environment.
Most people aspire to help their families, especially after decades of working hard. But with a cost-of-living crisis, providing that financial help isn’t just an aspiration for many but a necessity.
Discover how the UK’s ‘squeezed middle’ is balancing finances with the expectations of different generations. Our research and supporting content explore how families can maximise their options when navigating rising costs.
Does the age-old motto still ring true when it comes to your financial wellbeing?
We interviewed a range of high-net-worth individuals to find out the source of their financial stress and the best ways to address these challenges. Our research and supporting content explore:
Money and stress go hand in hand, yet few of us are willing to talk about our finances with loved ones. But often, these important conversations can help you avoid challenges later in life.
In our survey findings, we came to understand that 42% of high-net-worth individuals (HNWIs) said they were stressed about their financial situation some or most of the time; for the under 55s this rises to 62%. Yet many are suffering in silence with more than half saying money is a taboo subject within their families. Our research and supporting content explore:
If you’re under 55 you’ve probably been focused on building your wealth in anticipation of the day when you can step back from work and enjoy the fruits of your labour. But if the current economic landscape has you worried about your financial freedom, you wouldn’t be on your own.
Discover the key concerns of this generation and how financial advice can help provide peace of mind. Our research and supporting content explore:
How can you take back control of your finances? And what is the best way to protect your wealth and preserve it for the next generation?
What do UK high-net-worth individuals think about the impact of a challenging economic environment has on their financial plans? Our research and supporting content explore:
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