Inherited wealth v self-made fortunes

Access to financial planning services has long been the preserve of the rich and wealthy. But with more consumers coming into ‘new money’ from start-up businesses, inherited wealth and, at the other end of the spectrum, prize winnings from the lottery, the role of the financial planner has widened beyond mere provider of impartial financial advice. While a number of factors can be said to influence retirement planning, notably age and gender, individual attitudes are also significantly dependent upon where money originates from, new research has revealed. The latest figures from global i...