About Us

Helping you navigate the wealth management industry

About Us

Helping you navigate the wealth management industry

Why we exist

Professional wealth management serves an important role for your well-being by growing or protecting what you have, and helping you plan for the future.

So how do you know which company is right for you? And then how do you find the professional best suited to serving you, based on your own specific needs within that firm? You look online, read some print articles and maybe talk to friends, and the conclusion: they all appear to look and sound the same.

As both a private banker and a client, our founders Dominic Gamble and Lee Goggin, saw various challenges for those seeking a wealth manager: opaque information and inflated fees, particularly among clients referred by friends (it was a given that for personal referrals wealth managers set fees at a higher level due to the lack of any meaningful competition at play). So in 2012 they decided to give up their day jobs and launch findaWEALTHMANAGER.com.

Our mission is to provide investors with an objective, fast and free method of finding the right wealth manager based on their own specific needs – while also giving wealth management firms a more cost-effective way to find new clients. We represent over 30 firms, including investment managers and private banks, all with a common theme: a commitment to provide best practice and better-value fees.

The advantages of our service

We are independent

We are an independent, owner-managed business, which is not aligned to any wealth manager.

We save you time

We dramatically reduce the time it takes you to find a wealth manager. From long days, to just minutes.

We save you money

Your fees could be substantially lower because you can place companies in competition for your business, driving down your cost.

Our numbers

We know each firm intimately, particularly their specialities and proven capabilities – enabling you to fast track through the industry with ease and insight

5,000+

happy clients

2012

year founded

£950,000

our average user account size

Over 30

wealth management companies on our platform

Press and awards

There are too many to list individually so here’s a shortlist of more notable press mentions

The Independent Investment price war as brokers cut fees on fund platforms Read More
Money Observer How to find the best manager for your wealth Read More
The Times Do you have the nerve to take on a high speed investment? Read More
Investors Chronicle Alternative investments: how do they stack up? Read More
City A.M. Seven ways to sort out your finances and the best stocks to invest in Read More

Proud winner of the Wealth Briefing Europe Award

Our management team

Our client team has over 40 years of combined industry experience and have helped thousands of affluent individuals take action to meet their ideal wealth manager.

Lee Goggin
Co-Founder

Lee's career in investment banking spanned over 25 years in London and Asia before he decided to put his experience as a private client to use as co-founder of findaWEALTHMANAGER.com.

Lara Clarke
Director of Client Relations

Lara joined our team in 2013. She is a UK wealth management industry expert and leads our client relations team, navigating our users on a daily basis through the confusing world of wealth management.

Dominic Gamble
Co-Founder

Dominic was a private banker for over 10 years in the UK. That experience inspired him to revolutionise the way that client and wealth manager connect - in 2011, he and Lee founded findaWEALTHMANAGER.com.

Find Your Wealth's Paradise

We make the best advisors easy for you to access

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Find Your Wealth's Paradise

We make the best advisors easy for you to access

Start Now