Personal Independence: Compliant Investing as an Accountant
Date published
May 18, 2023
Company
Quilter Cheviot
From uneven income to simply finding the time to manage their personal finances, accountants tend to face more challenges when investing.
In partnership with Quilter Cheviot, Accountancy Age set out to understand what sort of collaboration individual accountants are looking for in their wealth managers — with particular emphasis on trust levels, expectations of shared responsibility for compliance and feelings on investing their money in particular areas.
We hope the insights gained as part of this report can help to inform the way future accountants choose to invest and engage with the wealth management space.