The Smarter Way to Find a Wealth Manager

We’ll find your best Private banks and Investment Managers independently, factually and in just 3 minutes. 

The smarter way to find a Wealth Manager

We’ll find your best Private Banks and Investment Managers independently, factually and in just 3 minutes.

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The UK's no.1 wealth manager search website

The UK's no.1 wealth manager search website

Since 2012 we have helped over 10,000 people find better investment and financial expertise for their wealth

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£100,000

accounts and up Whether your account size is £100,000 or £100million, we match you to the most appropriate wealth managers for your profile.

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5-star rated service by our users Our client service team has over 50 years of wealth management experience and is rated Excellent on Trustpilot reviews.

Latest Articles

Client trends: February 2023

Client trends: February 2023

Gold represents a glittering prospect for many of our users currently, but more prosaic matters of tax planning and portfolio strategy are also high on their agendas this month.

Read More

Why, alone, a will may not be the way

Why, alone, a will may not be the way

On its own, a will might not be the optimal solution for providing for your partner, particularly when there are children to consider too.

Read More

Denomination

Denomination

“Denomination” can be used in several senses when it comes to wealth management, and it is vital to understand them all.

Read More

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Latest question & answers

Client trends: February 2023

Client trends: February 2023

Gold represents a glittering prospect for many of our users currently, but more prosaic matters of tax planning and portfolio strategy are also high on their agendas this month.

Read More

Why, alone, a will may not be the way

Why, alone, a will may not be the way

On its own, a will might not be the optimal solution for providing for your partner, particularly when there are children to consider too.

Read More

Investment Bulletin: <br>January 2023

Investment Bulletin:
January 2023

As the 2022 draws to a close, our wealth management experts put the spotlight on a number of investment opportunities to focus on in the year ahead.

Read More

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