Have Complex Wealth? Take the Survey for Specialist Matches
From trusts to overseas assets, we match you with firms that can handle your full financial picture.
- Personalised results in 3 minutes
- FCA-regulated specialists only
- No sales pressure, ever
Complex Wealth. Expert Guidance for Confident Decisions
Managing significant wealth can be rewarding, but it often brings complex financial challenges. From multi-asset portfolios and international investments to tax efficiency, succession planning, and business ownership, the more your wealth grows, the more intricate the decisions become.
At Findawealthmanager.com, we specialise in helping clients navigate complex wealth situations with clarity and confidence. Our experienced advisers take a holistic approach combining financial planning, investment management, and strategic advice tailored to your goals. We understand that every client’s circumstances are unique, and we can help you find the best firms to design solutions that balance growth, protection, and flexibility.
Whether you’re managing family assets, preparing for retirement, selling a business, or planning an intergenerational transfer, we can help you find the insight and structure needed to make confident, informed choices that can work alongside your accountants, lawyers, and trustees to ensure every aspect of your wealth strategy aligns seamlessly.
Choose Findawealthmanager.com for access to discreet, expert guidance and a trusted partnership built on integrity, precision, and genuine understanding. Complex wealth deserves simple, smart solutions, and that’s exactly what we deliver.
What to do now?
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.
Speak to us
Looking for some impartial insight in to your situation? We’re wealth management experts who have seen it all.
Book a no-nonsense, no cost, conversation with us.
More reading about your situation:
Retirement Planning for Couples: What to Consider – and How Much to Save
Retirement planning for couples means coordinating goals, taking account of your joint financial picture and preparing together for the years ahead. By defining your vision, taking stock of resources, and reviewing your plan regularly – you and your partner can retire with confidence and clarity.
Read ArticleCombining Your Pensions: How to Bring Your Retirement Wealth Together
Many people choose to consolidate multiple UK pension pots – here we outline the steps, benefits, and potential pitfalls of doing so.
Read ArticleWe 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.
Receive our unique investment bulletin every month
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. Read our privacy policy here




























