Frequently Asked Questions

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.