Straight answers and impartial insights

Our client service team has over 70 years of combined industry experience and they have helped thousands of affluent individuals take action to meet their ideal wealth manager.  We pride ourselves on knowing each firm intimately and happily impart our wisdom by whatever happens to be your preferred communication method.

If you supplied a mobile number we will SMS you to let you know we are going to call and we can accommodate calls out of working hours or Saturday mornings. Complete the form, use the live chat or email us with your request.

Our team are not sales people; we do not operate via call centres. We are a small team of experts who are here to give you a shortcut to finding your best-suited wealth managers.

Speak with our team