Whether you have £100k or £100m, Start Your Search for a Wealth Manager Here
Our intelligent system will find your best options, then our experienced team can then help you find the right advisers within the companies and arrange a bespoke introduction.
How it works
01
Answer fewer than 15 questions
We ask about your wealth management and understand your client profile. The questions are designed for all investor types and only take 2 to 3 minutes to complete
02
Receive a tailored proposal
Our award winning matching system will instantly work out your best wealth manager matches and will send you a comprehensive and unique proposal document by email
03
Connect with your managers
Review your online results page and book a free consultation with our team if you would like an industry walk-through, or simply choose to connect to your chosen managers straight away
Why use us
We're smarter
Powering our ManagerSearch tool is an innovative, sophisticated 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.
We're faster
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.
We're cheaper
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 significantly reducing your fees.
Our numbers
Since 2012, we’ve helped our clients find a better home for their money.
In total we’ve helped:
10,000+
happy clients
2012
year founded
£1,4Mio
our average user account size
Over 30
wealth management companies on our platform
We've been featured in
