With retirement fast approaching, understanding your current position is the first step towards working out how you are going to get where you need to be in the future. Getting this clear picture of the income you can expect from your various investments will help answer your retirement questions: Do you have enough money to retire early? How much longer do you need to work? How do you consolidate your assets? Should you consider a pension drawn-down? What other tax-efficient options are out there?
Doing your own research can be difficult and time-consuming, largely because there is so much information out there, much of it conflicting. That’s why we recommend you base your critical decisions on facts from professionals who have access to the best research combined with a structured investment process.
findaWEALTHMANAGER.com will match your profile with up to three wealth managers who will present you with clear strategies to reach your goals. There is no obligation – just the opportunity to get professional opinions from professionals approved by us, with impartial guidance from our client service team.
Not all firms are the same. 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.
Uncover the facts about every firm. Compare and find out if they are right for you.
Having your investments managed by a professional who has access to the best research combined with a structured investment process will increase your opportunity and minimise your risk.
The wealth management industry is traditionally opaque and difficult to navigate.
We make it easy for you to cut through the complexity. We know what each firm does, and what each firm is really good at.
"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."
We know each firm intimately, their specialities and proven capabilities enabling you to fast track through the industry with ease and insight.
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