Protecting and growing your money

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.

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Why use us instead of going direct?

Why use us?

Independent

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

Experts

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

Free

We are the most cost-efficient way for the industry to meet new clients so the wealth managers pay us - not 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.

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