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Our aim is to help you navigate through the jargon and hear-say to get to the service providers who best serve your needs, quickly and efficiently.

Before you go to the next stage of discussing your requirements with us, have a read of our free downloadable guide about interviewing wealth managers.

This guide will start to highlight some of the subtleties around what the companies offer, and more importantly how you can use that information to your advantage.

We understand inertia, fear of the unknown or a simple desire to avoid hassle. That’s why we are here to help – to simplify and smooth the process of finding a better solution. We look forward to talking with you.

Lee Goggin

Lee Goggin

Co-Founder

How To Interview A Wealth Manager

This guide outlines how to interview prospective wealth managers so you can quickly find out everything you need to know and make truly meaningful comparisons between providers.

Client trends: August 2023

Client trends: August 2023

Recent enquiries have highlighted private school fees, a potential tax raid on entrepreneurs and the benefits of investment visa schemes as being of particular interest to our users currently.

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Client trends: July 2023

Client trends: July 2023

Service standards and the details of finding a new wealth manager are on our users’ minds this month, along with equities which might have safe haven value in an uncertain world.

Read Article