How it works

Got over £150,000? Use our smart technology to get direct access to the best professionals from the leading firms who commit to best practice and better value fees

THE RIGHT FIRMS
THE RIGHT FIRMS

Not all firms are the same. We make it easy for you to generate a short-list of firms that are right for you

THE RIGHT PROFESSIONAL
THE RIGHT PROFESSIONAL

Relationship is important. We help you find someone that has the skills that you need, and someone that you can trust

REDUCED FEES
REDUCED FEES

Fees are always negotiable. We provide access to the information that you need, and facilitate you securing the best deal

Why Use Us

  • Save money Our service is free and we ensure the wealth managers give you the most competitive management fees
  • Fast and easy We make it easy to navigate the opaque world of wealth management in just minutes
  • Accurate Our intelligent matching process takes the guesswork out of finding your ideal wealth managers and the best-placed professionals within those firms
  • Independent Easy access to over 30 wealth manager institutions, from private banks to investment managers to boutique advisors
  • Experts The findaWEALTHMANAGER team has over 70 years of industry experience and we are here to help and guide you
How it Works - findaWEALTHMANAGER.com video

Why you need the right professional to manage your money

Having your investments managed by a professional who has access to the best research combined with a structured investment process, will increase your opportunity and minimise your risk

Better Performance
Better Performance

Effective Risk Management
Effective Risk Management

Improved Range of Services
Improved Range of Services

Something for everyone

Recently come into some money, holding cash and looking for a better return, coming up to retirement and looking to consolidate, or just unhappy with your existing manager

Download Our
Free eBooks

Browse our collection of free ebooks
and download some knowledge today!