Navigating Your Wealth
Navigating Your Wealth.
Made Simple.
We’ll find your best Private Banks and Investment Managers independently, factually and in just 3 minutes.
Is money on your mind?
We help people thinking about these wealth issues
Planning
retirement
Changing
wealth manager
Investing
your cash
Increasing
your returns
Complex
wealth issues
We give you access to a wide range of companies
We know each firm intimately, particularly their specialities and proven capabilities – enabling you to fast track through the industry with ease and insight
The UK's no.1 wealth manager search website
Since 2012 we have helped over 5,000 people find better investment and financial expertise for their wealth
Find solutions for:
£50,000
accounts and up Whether your account size is £50,000 or £50million, we match you to the most appropriate wealth managers for your profile.
Our service takes:
3
minutes to complete Our ManagerSearch let's you navigate the confusing wealth management industry to find your best options in minutes.
Helping over:
5,000
happy clients Since 2012 we have helped over 5,000 people find better professional investment and financial expertise for their wealth.
Highly rated:
by our users Our client service team has over 50 years of wealth management experience and is rated 5* on Trustpilot reviews.
Read our money insights
Latest investment bulletin
OCTOBER 2018
Investment Bulletin: October 2018
Here, leading wealth managers from our panel share their takes on the autumn landscape and examine the key risks – and opportunities – investors should be thinking about.
Latest articles
Solving Complex Wealth Management Needs: A Short A-Z Guide
Where complexities arise Managing wealth is often conceptualised as a journey, in recognition of the fact that individuals’ financial situations – and therefore needs – […]
Protection, growth and tax reduction – Your guide to the three pillars of wealth management
Managing your wealth can be boiled down to three key elements: protection, growth and tax reduction – with each one equally relevant to people at all asset levels.
Self-invested personal pensions (SIPPs) – A quick guide
This guide explains the key benefits – and challenges – of investing via a SIPP and outlines when the affluent might need to take professional advice.
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