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Helped me find a team that I am completely happy with.
I am so glad that I found findawealthmanager.com after reading an article in The Times. Previously I had been looking for a suitable company by picking names from a hat. After I contacted fawm-dot-com, Lee noted my financial circumstances and after some initial thought, recommended two firms. He then offered to make the introductions and only a couple of weeks later, I had made my decision and now have a wealth management team that I am completely happy with.

Finding a wealth manager
Lee was very easy to talk to and was able to put me in touch with a couple of companies who would be able to cater for my specific needs. I emailed with some concerns late one evening and was surprised to hear back almost immediately. I would recommend this company highly.

A great help in finding the right adviser
Finding a 'wealth manager' is rather an intimidating experience. Where do you start? Well, thanks to Lara's helpful guidance, I'd say you'd do well to start here. It's so common for these advisory services to give the impression that they're trying to palm you off with someone, anyone, as quickly as possible. The impression I got here, however, was precisely the reverse. Highly recommended.

A much needed service
After an initial call with Lee, who took the time to discuss my situation and requirements, I was given a couple of recommendations. Lee set up the initial calls and briefed the providers. This sped things up a lot and made the initial calls much more productive.

The recommendations were on point - quite different offerings but both a good potential fit. I found the process really useful and informative, it took away a lot of the guesswork in choosing who to approach, and I'd be happy to recommend Find a Wealth Manager to others.

Bespoke advice
Lee took the time to listen to my position and investment aims in order to recommend two wealth managers who could both support my aims but were different in respect of the level of support they provided compared to my own level of confidence and experience.
This has enabled me to choose an adviser who can support in the context of my level of expertise.
He introduced me to both, provided me with advice on the key questions I should ask and then left me to it. No chasing or pushing me along.
Would definitely recommend Lee Goggin.

Expert and independent recommendations and advice 👍
Choosing a new wealth manager is a non-trivial challenge and it was invaluable to be abe to talk to someone knowledgable, independent and considered about the options. One of the Finda recommended firms i was (reassuringly) already talking to, but the other two firms were new to me. More generally, the Finda input confirmed the criteria by which a decision should be made.

Great guidance when seeking a wealth management company
We approached Find a Wealth Manager after doing some searching ourselves because we found it difficult to make objective comparisons between companies. Finn at FWM was most helpful, making suggestions and introductions to wealth management (WM) companies and later providing very useful guidance and constructive advice on fees and the strengths/weaknesses of two WM companies. FWM offer a professional, expert, no-cost service. We would highly recommend them to anyone looking to appoint a wealth manager.

Wholeheartedly recommended
I can wholeheartedly recommend Lee's services. This whole area is one where it is hard to find reliable and honest advice, and Lee is a valuable resource for anyone looking for a wealth manager.
He was really happy to take whatever time I needed to talk through questions and issues I had - he wasn't pushy, he seemed very honest, and I think genuinely enjoys his job and wants to help people find what they need. I am very grateful for his time and expertise, which made this complicated area easier to make sense of.

Excellent experience
The experience was excellent, Lara contacted me following up on recommendations from the site. The output from the site was a really helpful start but the discussion with Lara was exceptional. She quickly grasped what we were trying to achieve and had deep knowledge of the WM firms which she used to help select the right shortlist for us. She stayed engaged and supported as we met each of them and concluded who we would work with. Thank-you!