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Financial Times Guide to Wealth Management, The: How to plan, invest and protect
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Ubicado en: Fairfield, Ohio, Estados Unidos
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Entrega prevista entre el vie. 26 sep. y el jue. 2 oct. a 94104
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Última actualización el 15 sep 2025 19:22:58 H.EspVer todas las actualizacionesVer todas las actualizaciones
Características del artículo
- Estado
- ISBN-13
- 9781292004693
- Book Title
- Financial Times Guide to Wealth Management, The
- ISBN
- 9781292004693
Acerca de este producto
Product Identifiers
Publisher
Pearson Education
ISBN-10
129200469X
ISBN-13
9781292004693
eBay Product ID (ePID)
8038646437
Product Key Features
Number of Pages
544 Pages
Publication Name
Financial Times Guide to Wealth Management : How to Plan, Invest and Protect Your Financial ASSETS
Language
English
Subject
Entrepreneurship, Finance / General, General, Personal Finance / General
Publication Year
2014
Features
New Edition
Type
Textbook
Subject Area
Business & Economics
Format
Trade Paperback
Dimensions
Item Height
6.1 in
Item Weight
29.2 Oz
Item Length
10.8 in
Item Width
6.9 in
Additional Product Features
Edition Number
2
Intended Audience
College Audience
LCCN
2014-034252
TitleLeading
The
Reviews
"Few books have its clarity and none its scope. It simplifies complex issues and shows you not only how to make your money work for you and your family but also how to enjoy it. '' David Kilshaw, Private Client Partner, Ernst & Young LLP " A brilliant book, written in an accessible manner to help you understand the importance of life goals and values in the wealth management process. It is the best book I have ever come across on wealth management ." Dr Lien Luu, Senior Lecturer in Financial Services, Northampton Business School & Certified & Chartered Financial Planner " Many people's lives would be significantly enhanced by having a great relationship with a financial adviser. Jason's impeccably researched guide is an insight into how the best financial advisers do business and could help you re-evaluate your relationship with your money ." David Jones, Head of Financial Adviser Services EMEA, Dimensional Fund Advisors " This book, from one of the UK's leading Financial Planners, provides the essential knowledge that investors need to help them think about and plan for their financial future " Steve Gazzard CFPCM, Chief Executive, Institute of Financial Planning "A practical, easy-to-read guide that provides a framework to help us all achieve our financial goals. This book is essential reading for investors. " Cynthia Poole, Director, Raymond James Investment Services, "Few books have its clarity and none its scope. It simplifies complex issues and shows you not only how to make your money work for you and your family but also how to enjoy it. '' David Kilshaw, Private Client Partner, Ernst & Young LLP " A brilliant book, written in an accessible manner to help you understand the importance of life goals and values in the wealth management process. It is the best book I have ever come across on wealth management ." Dr Lien Luu, Senior Lecturer in Financial Services, Northampton Business School & Certified & Chartered Financial Planner " Many people's lives would be significantly enhanced by having a great relationship with a financial adviser. Jason's impeccably researched guide is an insight into how the best financial advisers do business and could help you re-evaluate your relationship with your money ." David Jones, Head of Financial Adviser Services EMEA, Dimensional Fund Advisors " This book, from one of the UK's leading Financial Planners, provides the essential knowledge that investors need to help them think about and plan for their financial future " Steve Gazzard CFPCM, Chief Executive, Institute of Financial Planning "A practical, easy-to-read guide that provides a framework to help us all achieve our financial goals. This book is essential reading for investors. " Cynthia Poole, Director, Raymond James Investment Services
Illustrated
Yes
Edition Description
New Edition
Table Of Content
Acknowledgements Publisher's acknowledgements Introduction PART 1 Wealth planning 1 Know where you are going and why 2. Financial personality and behaviour 3 The power of a plan 4 The role of guidance and advice PART 2 Wealth preservation 5 Investment principles 6 The investment building blocks 7 Socially responsible and impact investing 8 Alternative investments 9 Property, land and woodland 10 Active or passive? 11 Options for investing 12 Other investment consideration 13 The role of insurance PART 3 Wealth enhancement 14 General tax planning 15 Single premium investment bonds 16. Minimising portfolio taxation 17 State and private pensions 18 Managing your pension portfolio PART 4 Wealth transfer and succession 19 Later life planning 20 Wealth succession 21 Using trusts 22 Non-trust structures 23 Young people and money 24 Philanthropy 25 No regrets Useful websites and further reading Index
Synopsis
The Financial Times Guide to Wealth Management is your comprehensive guide to achieving financial security and stability by planning, preserving and enhancing your wealth. As well as being fully updated throughout, it includes five new chapters on socially responsible and impact investing; property, land and woodlands; single premium investment bonds; non-trust structures and young people and money. Whether you're a beginner wanting an introduction to financial planning or an experienced investor looking to pass your wealth on to others, this is the book for you. Drawing on his 25 years' experience as a financial adviser to successful families, and written in clear and concise language, Jason Butler will give you both the understanding and confidence you need to make successful financial decisions, enabling you to: Define your life goals and financial personality so that you can build an effective wealth plan Navigate the maze of investment options and choose the best one for your needs Understand when and how to get professional help which delivers value Clarify the need for and role of insurance, tax structures, pensions and trusts Develop a wealth succession plan which matches your values and preferences, The Financial Times Guide to Wealth Management is your comprehensive guide to achieving financial security and stability by planning, preserving and enhancing your wealth. As well as being fully updated throughout, it includes five new chapters on socially responsible and impact investing; property, land and woodlands; single premium investment bonds; non-trust structures and young people and money. Whether you're a beginner wanting an introduction to financial planning or an experienced investor looking to pass your wealth on to others, this is the book for you. Drawing on his 25 years' experience as a financial adviser to successful families, and written in clear and concise language, Jason Butler will give you both the understanding and confidence you need to make successful financial decisions, enabling you to: - Define your life goals and financial personality so that you can build an effective wealth plan - Navigate the maze of investment options and choose the best one for your needs - Understand when and how to get professional help which delivers value - Clarify the need for and role of insurance, tax structures, pensions and trusts - Develop a wealth succession plan which matches your values and preferences
LC Classification Number
HG179.B8768 2014
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- c***a (121)- Votos emitidos por el comprador.Últimos 6 mesesCompra verificadaThe seller was very responsive and answered me on a timely matter. The product itself came in its packaging and was new, not used at all. The packaging was not beat up or anything, safely delivered to my mailbox. No mix ups and zero stress with delivery. The price for the product is completely understandable for the product. I really appreciate the seller and I am very happy to have purchased through this seller. Completely trustable!
- m***4 (1610)- Votos emitidos por el comprador.Últimos 6 mesesCompra verificadaLeaving positive feedback because 1) item was packed well & arrived as described 2) seller did give partial refund when subsequent price dropped below org purchase price. 3) communication was quick However, there was a downside to this transaction -item listed as in-stock but ended up waiting nearly a month for them to get it from their distributer then ship it to me (bought June 29th, arrived around July 21). Auction said 12-15 days. Better clarity would have prevented lot of frustration
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