Have You Come In To Some Money?

Look after your windfall. We help you navigate the industry and find the best professionals to manage your money

Have You Come In To Some Money?

Look after your windfall. We help you navigate the industry and find the best professionals to manage your money

Protect and grow your money...

If you have recently come into some money via inheritance, a business sale or some other form of liquidity event, it can be hard knowing what to do with it.

Capital preservation is the foundation of a robust wealth strategy, and it is vital that you take steps to ensure that as much of your new funds remain yours as possible – rather than being swallowed by the taxman or lost on excessive management fees.

Understanding the whole picture is vital: assets versus liabilities, shorter-term plans in the context of longer-term ones, and investment risk against reward. The right wealth manager will devise plans that take into account any number of complexities, enabling you to increase your returns and minimise your risk.

There are many ways to deploy a windfall, but you have to go down the route that will make the biggest difference to your financial position. Unlocking the true power of your money could really change your life for the better, so make the most of the capital you now have available to put to work.

To find out exactly what a wealth manager does and how they can help you maximise your money, read on.

READ THE GUIDE

Have you recently come into some money?

Protection, Growth and Tax Reduction - Your Guide to the Three Pillars of Wealth Management

Wealth management is a broad term which can encompass many different strategies and techniques. However, 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.

arrow down
arrow down
arrow down

What To Do Now?

Speak To Us

Looking for some independent insight in to your situation? We’re wealth management experts who have seen it all.
Book a no-nonsense, no cost, conversation with us.

Speak to us
or

Search Now

Use our award-winning ‘ManagerSearch’ right now and let us suggest which wealth managers are best for your profile.
It’s fast, no-obligation and no-cost.

Try our wealth manager search

More reading about your situation:

Need to revise your roadmap this summer?

Need to revise your roadmap this summer?

Taking the time to review your financial plan is a real investment in the health of your wealth – and your peace of mind – so seize the opportunity this summer.

Read More

Cryptocurrencies: Understand both sides of the coin

Cryptocurrencies: Understand both sides of the coin

Alternative asset classes call for particular expertise, and cryptocurrencies are among the most arcane out there – meaning that this guide should be just the start of your deliberations before investing.

Read More

Taking the plunge <br />on private schooling?

Taking the plunge
on private schooling?

Private education is a real investment into your children’s future and you should ensure you plan for it as such, taking a long-term view to maximise value and minimise stress.

Read More

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

  • Blu Family Office
  • Bordier UK
  • Brewin Dolphin – 1762
  • Brown Advisory
  • Brown Shipley
  • Canaccord Genuity Wealth Management
  • Cazenove Capital
  • Charles Stanley & Co. Limited
  • Credit Suisse Private Banking
  • Credo Wealth
  • GAM
  • Hottinger & Co. Ltd.
  • Investec Wealth & Investment
  • James Hambro & Partners
  • Julius Baer
  • Kleinwort Hambros
  • KW Wealth
  • LGT Vestra
  • Magus Private Wealth Limited
  • Mole Valley Asset Management
  • Nedbank Private Wealth
  • Plurimi Wealth
  • Punter Southall Wealth
  • Quilter Cheviot Investment Management
  • Ruffer LLP
  • Seven Investment Management (7IM)
  • Smith & Williamson
  • Tribe Impact Capital
  • Tyndall Investment Management
  • UBS
See below

Receive our unique investment bulletin every month

Findawealthmanger.com newsletter
You won't find this market insight anywhere else

We compile opinions from leading investment professionals and, in plain English, summarise the key happenings in the financial markets and how it’s affecting your money.

Sign up to receive this unique bulletin every month.

No spam. Simply one useful email per month.

Find your Perfect Partner

Find your Perfect Partner