Even if you don’t think you need to change your wealth manager, it’s important to review and compare your current relationship to make sure you are getting the level of service and investment performance you require, without paying excessive fees.

Since findaWEALTHMANAGER.com was established in 2012, the proportion of our users who describe themselves as “Unhappy Clients” has risen year on year. Comments we receive from clients include a lack of innovation and ideas from their existing professional, an inability to diversify their wealth or the wealth manager’s offering has remained static whilst the investor’s needs have changed.

We understand inertia, fear of the unknown or a simple desire to avoid hassle. That’s why we are here to help – to simplify and smooth the process of finding a better solution.