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 saw various challenges for those seeking a wealth manager: opaque information and inflated fees. 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.

In 2020, we became part of the 7IM group. We remain completely impartial, and serve you results based on the best match for your situation.

The advantages of our service

Independent, free service to find your perfect wealth manager

We are impartial

We objectively and impartially assess which firms are best suited for you, based on your specific situation.

fast and accurate service

We save you time

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

Inheritance advice

We save you money

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

What the press says

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

London Evening Standard
The Telegraph
The Wall Street Journal
The Financial Times
City A.M.
Citywire
London Evening Standard
The Telegraph
The Wall Street Journal
The Financial Times
City A.M.
Citywire

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

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

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.

Find Your Wealth's
Paradise

We make the best advisors easy for you to access

Find Your Wealth's
Paradise

We make the best advisors easy for you to access