The team at Pennywise have suggested that we might be able to help you with providing an assessment of your finances to make sure they are working hard for your future.
We consider the thirty wealth managers which which we partner to be the best in the industry. After our initial call we will suggest companies based on your specific requirements and any subsequent calls are completely free and without any obligation.
In collaboration with
Select your earliest availability and one of our team will give you a call at the agreed time.
Powering our ManagerSearch tool is an innovative, clever algorithm that swiftly cuts through all the noise and hearsay to match you to the right wealth service providers based on your needs and their capabilities.
What used to be a tedious, time-consuming process – which involved reaching out to numerous contacts for recommendations and sifting through countless company websites for information – now takes you just 3 minutes.
Not only is our ManagerSearch tool free (due to the fact that companies pay us to market their products and services to relevant clients), but we create competition for your business, which can end up reducing your fees.
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.
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This short guide aims to explain what is the difference between a wealth manager, an investment manager and a private bank, and why you may need one.
This guide unpicks the key features of the different types of wealth manager and will help you decide which is best suited to your needs.
As with any profession, wealth management has its own jargon for clients to get a handle on. Understanding these key terms will help to empower investors, wherever they are on their wealth journey.