Compare Wealth Managers Reviews 159

This has been a positive experience. I had an initial exploratory meeting with Paul and he provided a shortlist of three providers, whom I met virtually. I would have been happy to work with any of these Wealth Managers, so the selection was difficult. I found Paul to be knowledgeable and his guidance was very useful. Highly recommended.

Paul was really helpful and understood what we were looking for in a very crowded market. He provided us option to talk to and kept in touch through the process. I would highly recommend.

Rory was fantastic to deal with, he took the time to understand what we were looking for from a wealth management firm. Following that he connected us to three professional firms who he had briefed on our priorities. We would not have found the firm we finally selected without this service. I would highly recommend using Compare Wealth Managers.

Paul has been brilliant. I thank him for his care, wisdom and professionalism.

Compare Wealth Managers have given me invaluable advice on searching for the kinds of financial advisors, who could help me manage my way through a planned change of my existing provider.
Two up to date options were provided based on a simple discussion about my existing and future financial planning needs. I strongly recommend them.

Rory's recommendation was very helpful. Pragmatic and honest advice on investment advisors. No pressure to go with any certain firms or anyone at all!

Useful insights into the industry. Would recommend speaking to him.

Rory listened very carefully to our requirements and recommended 3 wealth managers of whom we interviewed two who both fitted our profile exactly. He gave us good advice on what to be looking for and was very responsive to our follow up questions and is also offering follow up advice now that we’ve made a decision. We would highly recommend him.

Compare Wealth Managers provided me with advice and introductory meetings with three wealth managers at very short notice. They have been incredibly supportive throughout the process of choosing a new wealth manager and available to talk through my decision with me. Thank you for all your help!

Super service and captured everything i wanted to acheive and put me in contact with some firms which could deliver on what i needed and had the correct information to do so. Follow up service was spectacular without being pushy. I would highly recommend

A very straightforward process from my initial website enquiry. Contacted very quickly by Rory who was courteous & professional. We had a short conversation which led to 3 appointments being made with financial advisers. It was clear from the conversations I had with them that the information I had passed to Rory had been understood & conveyed accurately & I have no doubt that any of the 3 will offer me sound advice moving forwards. Can't fault the service in any way & refreshing to get something for free (at least at the outset)!

How on earth do you find someone capable and competent enough to manage your investments and pensions, when it's such a minefield out there ? I'm reasonably familiar with the Industry, but with so many names to choose from, didn't know where to start.
I stumbled across Compare Wealth Managers initially, but am very happy that I did. Compare Wealth Managers asked a number of relevant questions and then provided 3 excellent Investment Management options for me to follow up with. They were all helpful, keen to sell their philosophies but in no way pushy or trying to oversell. All this helped by excellent customer service (arranging meetings and providing helpful advice) by Compare Wealth Managers throughout the process.

I have now chosen a new Investment Manager and have Compare Wealth Managers to thank for what I am sure is a great choice going forward.
I would have no hesitation in recommending Compare Wealth Managers if you need advice on how/who to manage your current and future investments.

I contacted comparewealthmanagers out of curiosity to see if they could offer an alternative to that provided from financial consultants as I was dissatisfied with the financial consultants. Comparewealthmanagers were excellent. They contacted me to understand my requirements and then came back with 3 alternative firms to speak to. They arranged the introductions and everything worked very smoothly. I ended up using one of the firms recommended by comparewealthmanagers. Overall completely satisfied with the process - so much better than anything else I had tried.

I cannot thank and recommend Rory at Compare Wealth Managers enough for the support and advise I received on how to invest my pension pot. I was extremely nervous about seeking financial advise, I am 54 and navigating the many financial services and companies I found overwhelming. I then found Compare Wealth Managers website and completed the online survey and later spoke to Rory who recommended and arranged a team meeting with three different wealth management companies, all of which were helpful without being pushy - at no point did I feel under pressure or out of my depth. I now have a company I feel confident, reassured and pleased to be working with in the future. If, like me you need help with investment or financial advice then I would highly recommend this service, Rory is very personable, really put me at ease and kept in touch every step of my journey.......I have genuinely had a 5 star experience.

A really excellent service, especially for those without a good background knowledge in this area. Rory was very good at helping us to clarify our aims, and gave great advice about how to approach meetings wealth managers in order to get the best outcome. I think we would have struggled to get to this point without him.
David

What a great service, really understood my situation and my requirements and pit me in touch with some incredible advisors. Made it hard to choose where to go given how strong all of the contenders were.

I am so glad I used this service as this gave me an introduction to wealth managers conversant with my minimum investment requirements and who took my requirements seriously. In the end all the companies were so impressive it was hard to make a decision. I don't think I would have got an entree to these wealth mangers without such an introduction.

Excellent service for those of us exploring investments and who to work with. I had 3 good introductions all of whom invested time with me, explaining their companies, processes and importantly, what it would cost. I don't think I would have explored my options at this depth without the help of Compare Wealth Managers.

Easy to use and great experience, got the advice and results we needed!

Really good experience with Compare Wealth Managers. It pointed us to a few decent options, and we're very happy with where we've ended up. Recommended! S

We started off exploring various different avenues for investing by ourselves and found it to be quite complex and confusing. We came across Comparewealthmanagers.com by chance and right from our initial conversations with Rory felt more confident in being able to find a suitable wealth manager to invest with. Some weeks on we are now signed up with a company we feel comfortable and secure using. Thank you Rory for your information and guidance - you have expanded our knowledge and understanding of the complex area of wealth management.