Compare Wealth Managers Reviews 159

TrustScore 5 uit 5

4,8

We verifiëren geen specifieke claims omdat reviewers hun eigen mening mogen geven. We kunnen reviews echter wel als 'Geverifieerd' bestempelen als we bevestiging hebben dat er een zakelijke interactie heeft plaatsgevonden. Meer informatie

Om de integriteit van het platform te beschermen, wordt elke review op ons platform – al dan niet geverifieerd – gescreend door onze geautomatiseerde software. Deze software kan inhoud identificeren en verwijderen die in strijd is met onze richtlijnen, inclusief reviews die niet zijn gebaseerd op een echte ervaring. We zijn ons ervan bewust dat we weleens wat over het hoofd zien, dus je kunt altijd reviews rapporteren waarvan je denkt dat we ze hebben gemist Meer informatie

Lees wat reviewers zeggen

Beoordeeld met 5 van de 5 sterren

Excellent experience. Listened to my requirements and offered a bespoke selection of top quality advisors. Further follow up calls offering further guidance if wanted. Over delivered and would highly... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

I had been managing my own investments for quite a while but felt the time was right for outside guidance. I also wanted Estate Planning and Cash Flow help. I had in depth discussions with Paul who... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

I expected a perfunctory service when I first heard of Compare Wealth Managers but thought I'd give them a try anyway .. I couldn't have been more wrong. A really personal service and really excellent... Toon meer

Beoordeeld met 5 van de 5 sterren

I came across Compare Wealth Managers by chance, but I’m so glad I did. The process from start to finish could not have been managed better. After an initial conversation to identify my needs, I was q... Toon meer

Bedrijf heeft geantwoord

Bedrijfsgegevens

  1. Alternatieve financiële diensten
  2. Vermogensbeheerdiensten
  3. Financiële planner
  4. Beleggingsadvies
  5. Particuliere sector bank
  6. Belastingadviseur

Geschreven door het bedrijf

Compare Wealth Managers is a truly Independent and Impartial introducer of Private Investors to the Wealth Management industry. We guide Private Investors through the maze of Wealth Management companies, helping them to understand which company may be suited to their financial needs without complex industry jargon.


Contactgegevens

4,8

Uitstekend

TrustScore 5 uit 5

159 reviews

5 sterren
4 sterren
3 sterren
2 sterren
1 ster

Heeft 100% van zijn negatieve reviews beantwoord

Reageert doorgaans binnen 24 uur

Zo gebruikt dit bedrijf Trustpilot

Ontdek hoe ze hun reviews verzamelen, beoordelen en modereren.

Bedrijven op Trustpilot mogen geen beloningen aanbieden of betalen om reviews te verbergen. Reviews zijn de meningen van individuele gebruikers en niet van Trustpilot. Meer informatie

Beoordeeld met 5 van de 5 sterren

An effective 'boutique' service

We have been most impressed by the services of Compare Wealth Managers. Using their site, we were matched with three very plausible options and have now signed with one of those and are very happy with the outcome. Paul (Dredge) offered his time and expertise on several occasions to discuss our circumstances with us before we confirmed our decision. We were convinced at all times that he was keen to get the best outcome for us rather than secure a quick deal. We would happily recommend Compare Wealth Managers to others.

31 maart 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Helping to make sense of it all

With the number of wealth managers / companies out there, it's really hard to know where to start. Paul was able to recommend a number of different companies to talk to, help explain anything that didn't make sense and give a candid review of those companies to help decide which one to go with. I would high recommend you speak to Paul and the team at Compare the Wealth Managers.

28 maart 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Personalised service

Finding the right wealth management company is both a science and an art. Completing my requirements on Compare Wealth Managers was simple and I had a very quick response from Paul who then delved deeper into understanding our requirements. He then provided me with some expert recommendations which lead us to a short list and eventually we found the the wealth management company that exactly suited our circumstances and needs. I would highly recommend this very personalised service!

20 maart 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Outstanding personal service

Compare Wealth Managers did an outstanding job of helping us find a range of financial services we were looking for after our recent move to the UK. Their service was personalised and tailored to our needs. Highly recommended!

13 maart 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Excellent support and guidance

We were very naive about wealth managers a few weeks ago and not even sure if it was the way to go. We can’t overstate how helpful Rory was guiding us through a comprehensive process to select the right Wealth Manager for us.

22 februari 2023
Review zonder uitnodiging
Logo Compare Wealth Managers

Antwoord van Compare Wealth Managers

Very kind words Peter thank you.

Beoordeeld met 5 van de 5 sterren

Very helpful

Very helpful. Paul gave me a list of potential wealth managers with a short explanation of each. I chose 3 that I visited to help me make my choice. I am very pleased with the proces and the support.

7 maart 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Great knowledge and service from all

As novices in investments we were guided through the process very gently by our wealth managers. Rory was a great help providing us with the right choice of manger which would suit our needs. Cannot fault the service at all, wonderful.

3 maart 2023
Review zonder uitnodiging
Logo Compare Wealth Managers

Antwoord van Compare Wealth Managers

Hi Gary, that is vey kind of you to say. Please let us know if there is anything we can help with during the onboarding process.

Beoordeeld met 5 van de 5 sterren

Lots of time to understand

Paul was a great help in helping me find a new wealth manager. He spent lots of time understanding my situation and I felt really gave great advice. I would recommend this service to anyone trying to navigate the complexity of a change of wealth manager.

13 januari 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Rory has been a great help in finding…

Rory has been a great help in finding the right investment managers for me. He is very knowledgeable and gave good advice. So nice to fine someone helpful who follows up without being pushy. I would definitely recommend him.

30 november 2022
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Rory was extremely helpful

Rory was extremely helpful. I would not have known where to start. I found him very easy to talk to, candid and likeable. He was also very good at following up and checking how I was getting on in the process without being pushy. I would definitely recommend the service.

25 november 2022
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

A positive experience

Found the company easily through the web. Rory clearly understood his industry well and communicated effectively and professionally throughout a two month process, which concluded in a very satisfactory outcome.

30 november 2022
Review zonder uitnodiging
Logo Compare Wealth Managers

Antwoord van Compare Wealth Managers

Thank you Alastair. It was great to work with you. Have a great Christmas!

Beoordeeld met 5 van de 5 sterren

Useful service

Paul helped me connect with 3 wealth managers, all of whom I liked and thought fitted my requirements. He was quick to respond to emails and fast to understand my needs.

1 september 2022
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

A very helpful and useful experience

A very helpful and useful experience. It was a nightmare trying to select a replacement financial advisor and wealth management company, so many variables making comparisons difficult. Paul took a comprehensive history of my individual circumstances, did all the legwork and picked three comparable companies for me to choose from. I would have struggled on my own. I recommend using this service.

13 oktober 2022
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Helpful for new investors ..

There is so much information out there so finding my way as a new investor was greatly helped by Paul. He was informative and supportive in helping me shortlist and reach my decision. I would recommend Paul and the firm.

28 september 2022
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Responsive, practical advice

I also came across the service when looking to change wealth managers and carrying out internet research, Paul provided knowledgeable, responsive and straightforward advice and greatly helped us with deciding how to make a switch.

16 september 2022
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Great advice

Finding the right wealth manager is a difficult process and there are so many to choose from. I found speaking to Rory a great help, very unbaised and sensible advice.

23 augustus 2022
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Change of Wealth Managers

Came across Compare Wealth Managers after some research on the internet as I was looking to switch Wealth Managers and was keen to obtain some impartial advice.
I was contacted in a timely manner by Rory Scott, who provided me with some excellent and impartial advice. Rory was friendly, knowledgeable, impartial and a particularly good listener.
I am now in the process of switching Wealth Managers after Rory put me in contact with several Advisors, with each of them impressing me greatly in what they could offer. I now feel deeply reassured that switching Wealth Managers, whilst never an easy thing to do, will benefit me and my family going forward.
I would strongly recommend Rory Scott and Compare Wealth Managers to anyone looking for professional, friendly, knowledgeable and impartial advice. A truly outstanding service.

19 juli 2022
Review zonder uitnodiging

Dit is Trustpilot

Iedereen kan een review op Trustpilot achterlaten n.a.v. een ervaring met een bedrijf. Gebruikers hebben het recht om hun feedback op elk moment te wijzigen of te verwijderen, en elke gepubliceerde review is zichtbaar zolang het account van de betreffende gebruiker actief is.

Bedrijven kunnen reviews verzamelen via geautomatiseerde uitnodigingen. Deze reviews worden als geverifieerd bestempeld, omdat het evident is dat ze op echte ervaringen gebaseerd zijn.

Lees meer over geverifieerde reviews.

Wij beveiligen ons platform met behulp van toegewijde specialisten en slimme technologieën. Lees meer over hoe wij nepreviews bestrijden.

Lees meer over Trustpilots reviewproces.

Hier vind je 8 tips voor het schrijven van een goede review.

Verificatie helpt ervoor te zorgen dat echte mensen de reviews schrijven die je op Trustpilot ziet staan.

Beloningen aanbieden voor reviews of een slechts een bepaalde groep mensen vragen om een review te schrijven, kan de TrustScore beïnvloeden. Dit is in strijd met onze richtlijnen.

Lees meer