The Smarter Way to Find a Wealth Manager

We’ll find your best Private banks and Investment Managers independently, factually and in just 3 minutes. 

The smarter way to find a Wealth Manager

We’ll find your best Private Banks and Investment Managers independently, factually and in just 3 minutes.

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Here’s what our readers say about us

  • "It took me years to land up on the website of "find a wealth manager". I wish I had found it 20 years sooner. Wealth management is not well known by the kind of people I know - let's call them middle class middle income people. But they are the baby boomers and NOW, they have a nice property, good pension, and may have inherited money too. Not millions but maybe approaching one million in total. They need to know that there is good advice out there, and that there are choices about that advice. Fortunately for me, I have found it"

    5 stars
  • "We had been having significant problems with our existing wealth management company, due to changes in personnel and, frankly, poor advice. I used findaWEALTHMANAGER on the spur of the moment and was very impressed by the service provided. My enquiry was followed up within 24 hours and the advisor asked pertinent questions about my/our status and suggested three potential companies. I contacted all three, my wife and I had initial consultations with two and we finally decided on one, which is now our Wealth Manager. The service seems to be exactly what it 'says on the tin' and we are pleased with the advice received"

    5 stars
    Mr and Mrs B Woffenden
  • "When I called, my expectations were not high but the response was immediate, several suitable matches were instantly suggested and in turn, their follow up was also very quick. The service continued through the first few months to ensure that I had been well looked after by my new wealth manager and I can recommend this site without reservation. Unlike other sites they send relevant promotional and research material but they do not bombard their clients with rubbish"

    5 stars
    Mr B Stephenson
  • "I was confused. I looked online for a suitable financial adviser and all the firms listed on Google said the same stuff like "we will really look after you" and "we care" etc. After initially exploring that research route, I discovered some firms' claims just can’t be believed. I was ready to give up when I found They listened to me and spoke to me in a jargon free and understanding way. They realised I was unsure about the industry and introduced me to three firms. All three were great and I just couldn’t decide between two of them so in the end split my assets between the two firms. I couldn’t be happier and I sleep a lot better at night now knowing I have trusted advisers in my corner"

    5 stars
    Mrs T Thatcham
  • "I was with a well know national brand and after reading reports in the newspapers of overcharging and poor advice decided to look elsewhere. I was honestly flabbergasted at how much in unnecessary fees I was paying. I’ve saved a significant sum and the performance of my investments has improved dramatically. Well done I tell all my friends about you"

    5 stars
    Mrs P Underwood
  • 'We inherited a large sum and the responsibility of keeping it safe and growing for future generations kept us up at night. Having never had a large amount of spare money before was a very worrying thing. We thought it would be a nice problem to have but leaving it in the bank earning close to no interest was a problem. helped us identify a wealth manager that is continually exceeding my expectations. They are always in our corner and keep me up to date regularly. We even get invited to events. We are very happy with the service received.

    5 stars
    Mr and Mrs Marchant
  • " gave me three choices, all of whom I visited. I have been very happy with the decision I made. Thank you!"

    5 stars
    Mr D Winchester
  • "I have always been frustrated when looking for a Wealth Manager as they have either not had the sophistication to meet my investment requirements or I haven't had sufficient funds to 'qualify as a criteria client'. Through I was introduced to an investment professional who not only satisfied my objectives, but made me feel valued as a client. The process was slick and uncomplicated and a company I would recommend to anyone who is struggling to find a good manager for their money!"

    5 stars
    Mr P Smith
  • "I had been offered a very attractive transfer value for my final pension scheme so I needed some advice. helped me identify firms that were qualified to provide the advice I needed and could take me through the details so I could better understand the implications of what I was considering. After a very detailed process I decided to cash it in and the money is now invested with one of the firms I was introduced to. The portfolio is doing great and I am really happy with the service"

    5 stars
    Mrs R Nuttal
  • "I had been diligent at contributing to my personal pension and I had a couple of company pensions too, however, to be honest, I had no idea what it amounted to, or, most importantly, what kind of income it would generate though my retirement! It was only when I started thinking about WHEN I could retire that I realised I had no idea. I needed a wealth manager and I didn't know where to find one; made the process quick and painless. I am now relieved that everything is now sorted out. It's a real weight off my shoulders for sure"

    5 stars
    Mr B Andrews

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The UK's no.1 wealth manager search website

The UK's no.1 wealth manager search website

Since 2012 we have helped over 10,000 people find better investment and financial expertise for their wealth

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