Welcome to Find a Wealth Manager

 

It isn’t easy to find the firm that’s right for you.  You look online, read some print articles and maybe talk to friends, and the conclusion: they all appear to look and sound the same.

So how do you know which firm is right for you? And then how do you find the professional best suited to serving you, based on your own specific needs within that firm?  Someone who can help you achieve your investment aspirations in a cost-effective, transparent and trustworthy way.

As both a private banker and a client, we saw various challenges for those seeking a provider: opaque information and inflated fees, particularly among clients referred by friends (it was a given that for personal referrals wealth managers set fees at a higher level due to the lack of any meaningful competition at play). So in 2012, after extensively researching the industry and private clients’ needs, we decided to give up our day jobs and launched findaWEALTHMANAGER.com.

Our mission is to provide investors with an objective, fast and free method of finding the right wealth manager based on their own specific needs – while also giving wealth management firms a more cost-effective way to find new clients. We represent over 30 firms, including investment managers and private banks, all with a common theme: a commitment to provide best practice and better-value fees.

Clients often ask us how we can provide this service at no charge to them, the client. It’s quite simple, we save the wealth managers money through offering them a more cost-effective client acquisition channel. These significant savings get passed on to you, meaning you get reduced fees, and we get paid for introducing you a prospective client. Given the high cost of client acquisition, the savings can be significant.

Factual matching with our smart online tool combined with our independent, experienced client service team ensures longer, better relationships – saving time and money for clients and wealth managers alike. It’s a win-win.

If you have any feedback regarding our service, or would just like to find out more, please get in touch with the team.

Meet our client service team

Our client team has over 70 years of combined industry experience and have helped thousands of affluent individuals take action to meet their ideal wealth manager.

If you would like some straight answers and independent guidance please get in touch.

Lee Goggin Find a wealth manager

Lee Goggin

Co-Founder and UK Head

Lee's career in investment banking spanned over 25 years in London and Asia before he decided to use his experience as a private client to new effect. Lee worked in Tokyo at BNP Paribas, before moving to London with roles at Citibank and Credit Agricole Indosuez. Lee knows the business inside out and is passionate about helping clients with complex financial situations (and classic motorbikes).

Lara Clarke

Director of Client Relations

Lara joined our team in 2013 and is involved in all areas of the business, with a specific focus on client relations and management of the client journey through our website. Working closely with the wealth managers on our panel and their investment advisors enables Lara to make tailored introductions to specific individuals within the firm - matching up personalities that will complement each other is a vital part of what we do.

Setta Leefield

Senior Client Manager

After 22 years working in the City, for Lloyds TSB, Citigroup and Barclays de Zoete Wedd, Setta wanted to utilise her skills in a smaller, more personal business. A large part of what Setta does is to deepen our understanding of what today’s clients want and need from their wealth managers, and match that needs with the skills of the investment professional.

Our reviews

We're rated 5* on Trustpilot!

I just didn’t know this service existed.

I knew I had to do something. My husband just isn’t money savvy so I took control by going to findawealthmanger

Relieved

Im relieved I could find a reliable firm to help me now that the new pensions reforms are in place. I was quite confused but not any more.

I’d trawled the internet for weeks!

Having trawled the internet for an adviser, I was delighted to come across findawealthmanager.com. It was simple to use and very professional in approach.

I was confused and unsure before I stumbled upon this site

Recent pension changes meant I was confused and unsure. I found a local firm through findawealthmanager.com and now I feel much more comfortable having gotten to the bottom of things.

My mother has left me an inheritance

My elderly mother passed away and now I am faced with looking after a large amount of money from her estate. I found a great source of help from a advisor at a firm they found for me that matched my needs

My local Advisor has retired

I have been with my local advisor for 20 years. He was a bit expensive but I didn’t want to move. I found a new wealth manager and their fees are less and the service superior. Im very happy

FAQs

Please find below the Frequently Asked Questions relating to our service. To find the answer to a particular question, please click on the question to expand the information.  If we don’t answer your question here please get in touch with our team here.

findaWEALTHMANAGER.com is for anyone who wants their money to work harder and needs a fast, easy and FREE way to find their best-matched wealth manager.

Simply tell us about your needs and we will match and introduce you to three potentially perfect partners. You complete a short online questionnaire and our matching process does the rest!

findaWEALTHMANAGER.com is used by both UK and non-UK individuals with at least £150,000 to invest. The wealth managers on our panel are just as diverse, so you are sure to find a good match.

findaWEALTHMANAGER.com was launched to shine a light on a notoriously opaque industry and take the hassle out of finding the best wealth manager for your needs.

Wealth managers vary hugely on capabilities, expertise and ethos, which makes choosing the right one imperative. findaWEALTHMANAGER.com takes the guesswork out of your search, replacing “asking around” with a free, fast and independent matching process.

A wealth manager helps individuals manage their money more effectively, advising them on how to invest and structure their wealth. Depending on the type of firm, they may also provide other services geared towards increasing your financial well-being.

findaWEALTHMANAGER.com defines a wealth manager as an institution which is UK-regulated and manages over £250 million of client money and we fit them into these categories: Private Banks, Investment Managers and Boutiques. We also ask that the wealth managers on our panel manage clients’ money in-house, rather than outsourcing.

First, complete our short online questionnaire and our system will score and filter the wealth managers available to provide you with the top three matches. You will then be offered an introduction to the ones that appeal and we can arrange for the right person from each company to make contact at a time convenient to you.

You are then free to pursue a relationship if you so choose.

There is no obligation whatsoever to take any action, at any stage of our process – whether you like your matches or not.

Professional wealth management isn’t just for the super-wealthy. Whether you have £50,000 to invest or £50 million, there will be a well-respected wealth manager on our panel who can help.

People come to findaWEALTHMANAGER.com at all stages of their wealth journey – sometimes before they even consider themselves to be “wealthy” at all. Equally, we often help people with very significant assets find a new provider.

A significant proportion of our users already have a wealth manager and are looking for an alternative. They may have become unhappy with their provider or changes in their circumstances might mean they need something different. Many of our users are looking for a fresh approach as their existing relationship has become stagnant. Finding a wealth manager better suited to your needs is just a few clicks away.

If you feel that another wealth manager could better meet your needs then you should certainly make a change – this is your financial future after all. Transferring is a lot easier than you might think and your new provider and the findaWEALTHMANAGER team will guide you every step of the way.

Wealth managers are keen to manage ISAs and pension pots. As long as you have over £150,000 in one of those structures we can identify a wealth manager that will not only manage your investments but also take care of all the administration involved too.

findaWEALTHMANAGER.com is independently owned and not tied to any wealth manager. Our panel features a wide variety of firms both large and small, and we have nothing to gain from introducing clients to anyone other than the best match for them. We pride ourselves on the objectivity of our matching process. We will introduce your best-matched wealth managers, but the choice of which one feels right is entirely down to you!

findaWEALTHMANAGER.com is a free service for investors.

The wealth managers on our panel remunerate us for the leads we generate out of their marketing budget, meaning that none of the cost is passed on to you.

Our fees charged to wealth managers comprise of two parts. The first part is an annual fee that we charge the wealth managers for membership to our website. The second part is an introducer’s fee.

The wealth manager will never inflate the fee that you pay them to compensate for any cost that they incur in relation to our service. It actually works the other way. The wealth managers know that they are competing for your business. They are also able to extend better value fees, as our service is significantly less expensive that traditional forms of advertising, and sponsorship.

We ask for basic contact details so we can communicate with you and introduce prospective wealth managers to you, should you so wish. We never pass your personal information to third parties other than the wealth managers you specifically wish to speak to.

Certainly! Wherever you are based and wherever you are from, if you are looking for a UK-based wealth manager, including Jersey, Guernsey, Isle of Man and Gibraltar then findaWEALTHMANAGER.com is the service for you.

We also have a website for users looking for a wealth manager in Asia.

See www.wealthinasia.com for more information.