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Waverton Wealth

Meet our Apprentice: Harry Barclay

Reading time: 2 minutes > Last week, 2nd-6th March was Modern Apprenticeship Week so we decided to shine the spotlight on Waverton's first ever apprentice, Harry Barclay who is signed up to the Modern Apprenticeship Scheme in Scotland. We asked Harry a few questions about his role at Waverton and we hope you enjoy this brief insight into day-to-day life…
Waverton
March 9, 2020
Business & Employment

‘Sandwich generation’ carers: Nearly half a million quit their careers in the last two years alone

Reading time: 3 minutes > More people are now caring than previously thought, with almost 5 million workers now juggling their paid job with caring – a dramatic rise compared with Census 2011 figures of 3 million. Previous research shows those aged 45–64 – the so-called ‘sandwich generation’ – are most likely to have a caring responsibility, providing a strong…
Waverton
February 25, 2020
Pensions & Retirement

How to plan for retirement if you’re self employed

Reading time: 2 minutes > Self-employed business owners face many challenges and retirement planning can be even more complicated, as there is no one to organise a pension for you and no employer making contributions on your behalf. On top of that, self-employed workers often don’t have a regular income, so many will focus on setting aside money as a…
Waverton
February 14, 2020
Budgeting & Financial habits

Wealth Uplift: Calculating the value of financial advice

Reading time: 2 minutes > Quantifying the value of financial advice has always been a challenge because people who receive financial advice have different characteristics to those who do not. But what if it was now possible to quantify the value of financial advice and isolate a pure ‘advice effect’? This is exactly what the researchers at the International Longevity…
Waverton
February 7, 2020

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