"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"
Mr and Mrs B Woffenden
"I had been offered a very attractive transfer value for my final pension scheme so I needed some advice. findaWEALTHMANAGER.com 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"