Even if you don’t think you need to change your wealth manager, it’s important to review and compare your current relationship to make sure you are getting the level of service and investment performance you require, without paying excessive fees.
Since findaWEALTHMANAGER.com was established in 2012, the proportion of our users who describe themselves as “Unhappy Clients” has risen year on year. Comments we receive from clients include a lack of innovation and ideas from their existing professional, an inability to diversify their wealth or the wealth manager’s offering has remained static whilst the investor’s needs have changed.
We understand inertia, fear of the unknown or a simple desire to avoid hassle. That’s why we are here to help – to simplify and smooth the process of finding a better solution.
Uncover the facts about every firm. Compare and find out from our knowledgeable team if they are right for you.
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.
"I was growing tired of the service I was receiving from my existing investment manager. They weren't proactive at all and for the fees I was paying I felt I could expect more. The FWM team helped me understand what my alternatives were and then put me in touch with specific individuals at some very well matched wealth management firms that they felt I would get along with; that was the icing on the cake.”
“As an entrepreneur all my spare cash had previously been fed straight back into my business. When I came to sell I needed a lot of help with tax advice and cashflow forecasting while I planned my next venture. I had tried to do my own research to find a suitable firm but it was so laborious; It became clear that although I thought I knew what I needed, there was so much more that I had not considered. findaWEALTHMANAGER.com made the process quick and easy. It was such a relief."
“I had a number of pension pots but I had no idea what they amounted to, or more importantly when I could retire! FWM helped me find a wealth manager that pulled everything together and clearly mapped out my route to retirement so I could see the light at the end of the tunnel. I sleep better at night now that I have my ducks in a row."
We know each firm intimately, their specialities and proven capabilities enabling you to fast track through the industry with ease and insight.
The wealth management industry is traditionally opaque and difficult to navigate.
We make it easy for you to cut through the complexity. We know what each firm does, and what each firm is really good at. Look out for the findaWEALTHMANAGER.com seal of approval.