Even if you don’t think you need to change your wealth manager, it’s important to regularly review your current relationship to make sure you are getting the level of service and investment performance you require – without paying excessive fees. It’s healthy to discover what a better partnership could do for you.
Since findaWEALTHMANAGER.com was established in 2012, the proportion of our users describing themselves as “unhappy clients” has risen year on year. Comments we receive from dissatisfied clients include a lack of innovation and ideas from their existing professional, an inability to diversify their wealth or the wealth manager’s offering remaining static whilst the investor’s needs have changed.
We understand inertia, fear of the unknown or the simple desire to avoid hassle. That’s why we are here to help – to simplify and smooth the process of finding a better solution.
Upgrading to a better wealth management relationship really can be fast and easy, and the benefits to your financial health very great indeed. You have very little to lose and a lot to gain by exploring how the leading wealth managers on our panel could help you achieve your goals faster.
Investors often stay with a wealth manager they are not absolutely happy with because they fear making a change will spell hassle or additional expense.
We bust the biggest misconceptions about changing wealth manager and explain why finding a better fit is easier than you might think.
Looking for some independent insight in to your situation? We’re wealth management experts who have seen it all.
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