If you have over £150,000 invested or available to invest and are exploring your tax and wealth planning options, click the section below that relates to you
Our service helps you review and benchmark your fees, performance and service. If you need to change, we'll help you find a better solution.
We understand that consolidating investments in the run up to retirement is an important strategy. We can help you explore your options.
It can be confusing and difficult to know what to do. We explain in jargon-free terms how the industry works and how a wealth manager can help you.
Cash may feel safe, but what are the other options? We compare returns (net of fees) and associated risk for your cash.
There are many other reasons you might be seeking help for your wealth. See how our experienced team have helped clients with their specialist requirements.
Fast-track to over 30 leading wealth and investment firms that support best practice, proven performance, and better value fees. Use our smart tool to get a short-list of firms that are right for you. Then, when you are ready, our team will introduce you.
Use our smart technology to get direct access to the best professionals from the leading firms who commit to best practice and better value fees
Not all firms are the same. We make it easy for you to generate a short-list of firms that are right for you
Relationship is important. We help you find someone that has the skills that you need and someone that you can trust
Fees are always negotiable. We provide access to the information that you need to secure the best deal
We know each firm intimately, particularly their specialities and proven capabilities – enabling you to fast track through the industry with ease and insight
Don’t just take our word for it … read some of the feedback received from investors just like you
"I was growing tired of the service I was receiving from my existing investment manager. They weren't proactive at all and for the fees I was paying I felt I could expect more. The FWM team helped me understand what my alternatives were and then put me in touch with specific individuals at some very well matched wealth management firms that they felt I would get along with; that was the icing on the cake.”
“As an entrepreneur all my spare cash had previously been fed straight back into my business. When I came to sell I needed a lot of help with tax advice and cashflow forecasting while I planned my next venture. I had tried to do my own research to find a suitable firm but it was so laborious; It became clear that although I thought I knew what I needed, there was so much more that I had not considered. findaWEALTHMANAGER.com made the process quick and easy. It was such a relief."
“I had a number of pension pots but I had no idea what they amounted to, or more importantly when I could retire! FWM helped me find a wealth manager that pulled everything together and clearly mapped out my route to retirement so I could see the light at the end of the tunnel. I sleep better at night now that I have my ducks in a row."
Direct access to over 30 wealth management firms that we have screened to ensure they meet our quality standards
Within minutes our smart online tool helps you clarify your needs and matches them to a firms specialities
Our team will use their in-depth industry knowledge to identify which professionals are best-placed to serve you
Our service puts the firms in competition for your business. That means better service and cheaper fees for you
We are the most cost-efficient way for the industry to meet new clients so the wealth managers pay us - not you
Our mission is to provide investors with an objective, fast and free method of finding the right wealth manager for their profile and needs – while also giving wealth management firms a more effective way to find new clients that are aligned with their services.
We have helped thousands of affluent individuals take action to research, compare and find their ideal wealth managers with the benefit of saved time, lower fees and better performance.
We combine technology – our smart online tool, with human expertise – our independent client services team, to give investors direct access to the best professionals from the leading firms. We represent over 30 wealth managers, all with a common theme: a commitment to provide best practice and better value fees for our clients.