If you have recently come into some money via inheritance, a business sale or some other form of liquidity event, it can be hard knowing what to do with it.
Capital preservation is the foundation of a robust wealth strategy, and it is vital that you take steps to ensure that as much of your new funds remains yours and doesn’t get swallowed by the tax man or lost on management fees. The right wealth manager will devise plans that take into account any number of complexities, enabling you to increase your opportunities and minimise your risk.
To find out exactly what a wealth manager does and how they can help you read on.
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.
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
We know each firm intimately, their specialities and proven capabilities enabling you to fast track through the industry with ease and insight.