Compare Wealth Managers Reviews 159

I was considering going for active fund management rather than passive. I approached Paul, supplied him with all the information and then thought 'what have I done?' worrying that I might be inundated with scammers or just desperate fund managers trying to get my business. But none of this has happened. Paul contacted me and put me in touch with two active funds that he felt would suit my position. They were helpful, informative and, like Paul, not pushy at all. After this process I have decided to stay with my passive setup and again Paul is helpful and professional and supportive. No pressure. Just professional and confidential. Everything you could ask for. Thank you Paul.

Came across CW managers when I used google to find help looking for a Financial advisor. I was not sure what to do as there are so many, but filled in a form and got a call from a really friendly guy called Rory. He made me feel at ease instantly talked through a whole range of options. He recommended a couple of Companies to use and I followed up with them At no point did he lead me to a conclusion, but just helped and gave advice and made the process easy. I have just selected one of the Companies he recommended and have been really impressed with the service. A big thanks to Rory really appreciate your help and the service you provided.

This was a really useful service that tailored the introduction to appropriate organisations that could meet our needs, we had looked at around five IFA’s prior to this but ended up selecting from one to move forward with from the three that Paul selected for us,

Without being intrusive in any way, Paul stayed in the background to support further if required.

I would definitely recommend trying Compare Wealth Managers when you need some support in finding organisations to meet your financial needs.

Paul has provided a great service to me in terms of me trying to find an adviser who can help me with my pensions. I would thoroughly recommend Paul and his company.

We have received impartial and sound advice on a topic which is both complex and somewhat intimidating. Compare Wealth Managers listened to our requirements and preferences, before recommending a selection of suitable Wealth Management companies. Upon making the relevant introductions to the preselected Wealth Managers, they have provided us with ongoing advice throughout the process of making the decision as to who to appoint to look after our savings. Their expertise and advice, as well as their professional and friendly approach has been invaluable.

Paul was fantastic at guiding me through the options of wealth managers for my retirement plans. He took time to understand my background and selected 3 strong but differing organisations for me to consider. I felt I was in good hands throughout. Never pushy but clearly knowledgeable and keen to help.

Rory was very helpful throughout this process. Our needs were identified quickly and three well selected candidate managers were introduced. I spent considerable time with all three and Rory proved to be a useful sounding board as I began to understand the differences between them and to identify what mattered most to us. He made a difficult and important decision a great deal easier and by the end I felt that I had done as much as was practicable to make a sound choice.

Really excellent advisory service, just what you'd hope for in such an important decision. Paul is knowledgable and helpful, with no hint of pressure to buy at all, just a great help in identifying, meeting and deciding on the right firm. Would thoroughly recommend CWM (and likely will do!).

Rory Scott and his team at Compare Wealth Managers proved to be extremely helpful in aiding my research to find an alternative wealth management provider to work with. Having understood my requirements, they were able to identify companies on their list for me to consider and provided thorough background info on each. With a ranked list worked up, Rory was great in providing intros to each that I then went forward with. The end result was the successful appointment of the company that has now taken over my portfolio. There were of course many other candidates that I could have considered but Rory’s insights and background knowledge made my task a whole lot more manageable and much quicker than if I had had to do all the research and intros myself. Would thoroughly recommend and would also most certainly use them again should the need arise.

Paul was brilliant in talking through what to look for in a wealth manager and presenting a number of relevant but different options for considerations. Pretty perfect really, polite, knowledgeable and not at all pushy

Working out the nuances & advantages of different wealth managers for my situation could have been a minefield but these guys were brilliant. Lorraine, in particular, made me feel totally at ease. Ultimately it's about trust and expertise & I would highly recommend Rory, Paul and Lorraine.

Rory helped me solve a problem I was experiencing with my previous investment management service by introducing me to a few firms with comparable offerings. He took the time to understand my needs and select relevant companies which saved me time and effort sitting through multiple sales pitches. Overall an excellent experience.

We were very impressed by the care that they took in matching our needs to their partners. Paul and Lorraine also stayed in contact to ascertain that all was progressing well. I would certainly recommend their services to anyone seeking informed advice regarding potential investment managers.

I can highly recommended Compare Wealth Managers. The advice Paul gave me has been very helpful. Much appreciated.

Paul was very helpful in guiding us through this process. He took time to listen and understand what we were looking for and then made recommendations that were all highly relevant to our needs. It was very difficult to decide who to go with, as all were very credible options.

Great engagement and support from Paul and the team at Compare Wealth Manager who facilitated introductions to some exceptional wealth management providers based on our specific needs, and supported us through the process. Highly recommend using their service if like us, you are looking to work with a wealth management firm, but have limited information on where to start and which firms to approach.

Very clear and transparent. Great advice. I really felt that Paul presented a very well thought out short list of wealth managers that were tailored to my specific needs. Highly recommend.

Paul has been a godsend and I am not saying that lightly. Found myself in the very fortunate position of coming in to a large amount of money and no clue what I am supposed to do with it. Paul took the time to understand my circumstances and put me in touch with various companies who could help me and has checked in with me over the full 9 months of finally making a choice of a company to work with. His thoughts, views, patience and advice has been invaluable and I am not sure what I would have done without him!

Sensible and measured approach making some informed recommendations rather than just 'mates referrals'. Good follow up during selection process. Rory listened to our needs and gave helpful advice.

I approached the site a little warily but found in Rory Scott an informed, well adapted advisor who really took responsability for his recommendations. He provided clear guidlines and a choice of three companies and excellent follow through- including a proposed call back in 6 months to see how things are going.