Compare Wealth Managers Reviews 159

Rory at Compare Wealth Managers is helpful and follows you along the route, putting you in touch with companies that can offer tailored financial services to your needs.
In this particular case, we didn't end up using the services of a specific company, but can confirm that Rory was helpful and professional all along.

Compare Wealth Managers enabled a quick and efficient introduction to three impressive Wealth Managers.

In addition, Rory at Compare Wealth Managers provided excellent governance of the process to ensure that the suggested Wealth Managers were appropriate for my needs.

As the process developed it was clear that each of the Wealth Managers were patient and fully engaged to ensure that I received all the information needed to make a selection.

I highly recommend using Compare Wealth Managers to navigate an important decision making process.

Patient and sound advice whilst I considered their 3 proposed wealth managers
Eventually settled for 2 differnt companies - one for ISA and the other for a GIF
Paul was particularly helpful in initiating contacts and then following up in a friendly and helpful fashion

I was forwarded a link to take their quick and easy quiz to finding the right investment managers. I got a follow up call from Rory, who was very helpful and set up meetings with 3 potential companies for me at times that fitted around me and my children.
Rory then got back in touch to see if I needed any further assistance and to answer any questions I may have. For a beginner investor I found the whole process very simple and helpful. Definitely recommend their services.

I needed some advice on finding a second investment manager to compliment my existing relationship.

The site was easy to use and after a very useful follow up call I was put in touch with 2 potential advisers; that has been a massive help!

I would definitely recommend this site as a start point to finding investment management/advice.

This is a great website. No fuss, easy to use and helps you get straight to your required destination whether that be savings, investments or other financial planning.

Really helpful, clear and informative. The service compare wealth managers offer is great, not necessarily knowing which advisers represent expertise and value... having that burden and research done for you is a blessing.
I was extremely happy with the service I received and would highly recommend them.

I needed some advice on an existing investment and was recommended Compare Wealth Managers.

The site was easy to use and I was put in touch with an adviser that has been a massive help!

I would highly recommend.

Excellent site, helped me understand exactly what i was looking for and directed me to people who can help.

Very easy to use/navigate, not in anyway laborious, unlike some other sites of this nature.

I was looking for financial investment advise.

Compare Wealth Managers put me in touch with advisers who specialised in the area I wanted advise on.

Fast and easy to use service.

Time is a scarce commodity as a working parent. But events over the last 12 months have highlighted the importance of securing mine, and my family’s, financial future.

I was looking for advice and was recommended Compare Wealth Managers. The questions are simple but thorough. And the service was fast without being pushy.

This is a great service that I will continue to use for other financial planning - and will point anyone to it who’s looking to do the same!

I was struggling with finding the right financial advice when I came across this site. It was really easy to navigate and make my enquiry, the team were really quick to respond.

They put me in touch with an adviser who was easy to deal with and quickly helped me with the financial advice I needed.

Highly recommended and very trustworthy.

Refreshingly easy to navigate!
Great site - intuitive and easy to use, would recommend!

When you are a retired person you are very dependent on trustworthy advice and management. My experience with this company was wonderful, reassuring and remunerative and they have my grateful thanks.

The services offered are very clear and easily understood as a non-financial person. I feel like these are people I can trust.

Looking at financial advice can be a daunting experience as there are so any areas to think about. What I really liked about this site is that it puts things in different categories such as planning for retirement , tax and investment etc. This then enables you to think about not only what you need now, but also what you may need to look at long term that you hadn’t considered. It explains things so clearly; and as I am a visual person, it helped me picture my needs . Brilliant eye opener and easy to navigate . Thank you !

Informative, intuitive and easy to use. Clear and quick navigation through the site allowing for the ability to be very specific about the need required and the appropriate service provider to be identified.

Intuitive and Clear - very easy setup that's given me confidence about the next steps and who best to speak to in regard to my existing pension arrangements.