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Wealth Manager

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A wealth manager is a high-level professional that provides their clients with financial and investment advice, accounting and tax services, retirement planning and legal or estate planning services.

A

Advisory service
Asset Allocation
Asset Manager

C

Cash ISA
Central Bank
Commodities – What They Are and How Commodity Trading Works
Corporate Bonds

D

Debt
Discretionary
Dividend

E

Equity
Exchange traded fund

F

FCA
Financial Adviser
Financial Assets
Financial Instrument
Financial Planning
Fixed Allocation
FSCS

G

Government Bonds

H

Hedge funds

I

Independent Financial Advisor
Inflation
Investment Portfolio: What It Is, And How to Build And Manage One
Investor profile
ISA

J

Junior ISA

L

Liquidity

M

MiFID
Mutual fund

P

Pension
Portfolio
Price/Earnings Ratio
Purchase Managers Index

R

Rebalancing
Retirement Planning
Return
Risk

S

SIPP

T

Total expense ratio

U

US person

V

Value at risk
Volatility

W

Wealth Manager