Navigating Your Wealth.
Navigating Your Wealth.
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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
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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
This month: Expert Investment Views: The hunt for yield opens bond investors’ minds. Geopolitical risk rears its head. Very volatile trading conditions test strategies. Equities […]
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
1. Protection Unfortunately, wealth can be all-too transient, so first take steps to protect the money you have accumulated from common dangers. Protect cash deposits […]
Self-invested personal pensions (SIPPs)
– A quick guide
Many people will have a company pension where funds are invested on a collective basis, but Self-Invested Personal Pensions (SIPPs) provide a very attractive way […]
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