accounts and up Whether your account size is £250,000 or £100million, we match you to the most appropriate wealth managers for your profile.
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happy clients Since 2012 we have helped over 10,000 people find better professional investment and financial expertise for their wealth.
"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 Findawealthmanager.com 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!"
"Findawealthmanager.com gave me three choices, all of whom I visited. I have been very happy with the decision I made. Thank you!"
"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"
"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"
"When I called findaWEALTHMANAGER.com, 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"
"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 Findawealthmanager.com. 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"
"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 Findawealthmanager.com. I tell all my friends about you"
'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. Findawealthmanager.com 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.
Our experts are ready to give you impartial insights to help you manage your wealth better.
Foreboding about an overhaul of the Capital Gains Tax regime has added to existing concerns on Inheritance Tax, all while investors struggle to make sense of the current investment environment.
Tackling estate planning is essential if you want to make sure as much of your wealth as possible goes to loved ones. This case study illustrates how easily even complex affairs can be optimised with a wealth manager.
We compile opinions from leading investment professionals and, in plain English, summarise the key happenings in the financial markets and how it’s affecting your money.
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