Securing your future

If you have accumulated cash in excess of £50,000 and are considering your options read on.

Cash tucked away in a savings account used to be a safe, but with years of rock-bottom interest rates, returns from cash savings are modest, at best. Combine that with the effect of inflation and your cash savings are likely reducing in value.

There are other options, such as buy-to-let and alternative investments, but they all need to be carefully evaluated based on your goals, life stage and risk-profile. This is where a professional wealth manager can really help. Researching your options and discussing them with a professional experienced in your type of situation will help you clarify and prioritise what’s right for you.

Below you can explore your options and if you decide you want to seek additional advice we are there to introduce you.

We represent a full spectrum of leading firms including …

We know each firm intimately, their specialities and proven capabilities enabling you to fast track through the industry with ease and insight.

About Our Service

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Why use us instead of going direct?

Why use us?


Direct access to over 30 wealth management firms that we have screened to ensure they meet our quality standards

Fast & accurate

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

Save money

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