findaWEALTHMANAGER.com Reviews 

I discovered findaWEALTHMANAGER when I was checking out a wealth manager who I had been introduced to and who had also been sending me mailshots for a few years. What I read about that wealth manager filled me full of fear - where to turn to now?

I contacted findaWEALTHMANAGER and spoke briefly to the Co-Founder. He was very open about the advice he gave me and said he'd come back to me with a couple of firms that might suit my needs.

I researched both of the firms he suggested on-line and his recommendations looked sound so I got in touch with both. Both of them were excellent, spent lots of time talking though my plans and issues, both on the phone and on Zoom/Teams meetings. It was a close call on who I selected, I would happily have placed my business with both.

findaWEALTHMANAGER followed up once during the process, totally unobtrusive, and gave me advice and some papers to read to explain stuff. I'm not sure how I would have made my selection of wealth managers without their support and suggestions. I did have a PensionWise meeting but findaWEALTHMANAGER was able to give me focused advice and suggest firms based on my particular needs.

All in all a great service and it was at no cost to me. Very happy to recommend.

For someone (me) who knew very little about how to get help, this service made it easy, and did a lot of the work for me. Set up a few discussions and enabled me to talk to potentail providers, and ensured that they took me seriously. Super service! They got a commission for this, I got transparency on it, and I can say it was well-earned.

One firm actually listened to what I wanted to do, and was prepared to give me a "sample" portfolio. Other firms gave me so much rubbish I wouldn't want to deal with them, or couldn't give me any ideas

We had been having significant problems with our existing wealth management company, due to changes in personnel and, frankly, poor advice. I used findaWEALTHMANAGER on the spur of the moment and was very impressed by the service provided. My enquiry was followed up within 24 hours and the advisor asked pertinent questions about my/our status and suggested three potential companies. I contacted all three, my wife and I had initial consultations with two and we finally decided on one, which is now our Wealth Manager. The service seems to be exactly what it 'says on the tin' and we are pleased with the advice received.

When I called findaWEALTHMANAGER.com, my expectations were not high but the response was immediate, several suitable matches were instantly suggested and in turn, their follow up was also very quick. The service continued through the first few months to ensure that I had been well looked after by my new wealth manager and I can recommend this site without reservation. Unlike other sites they send relevant promotional and research material but they do not bombard their clients with rubbish.

FAWM gave me three choices, all of whom I visited. I have been very happy with the decision I made.

I have always been frustrated when looking for a Wealth Manager as they have either not had the sophistication to meet my investment requirements or I haven't had sufficient funds to 'qualify as a criteria client'. Through findawealthmanager I was introduced to an investment professional who not only satisfied my objectives, but made me feel valued as a client. The process was slick and uncomplicated and a company I would recommend to anyone who is struggeling to find a good manager for their money !

Extremely useful site for finding a proffesional advise.

Find A Wealth Manager is an excellent service. With my level of wealth I had no idea I could use a wealth manager but after visiting the site and filling out the simple forms I was put in touch with a manager. It was so easy - I just wish I'd done it years ago.

I was very impressed with the service and the responsiveness of the wealth managers.The website was very user friendly and the information clearly laid out.

findaWEALTHMANAGER.com was recommended to me by a friend. They have really helped me sort out my finances. Hugely knowledgeable and provide a great service. I have recommended them to all my friends.

I found findawealthmanager.com on line and they helped me find my best matched advisor.

I can fully recommend findawealthmanager.com !

Found the site easy to navigate, informative, and very useful indeed. I'll definitely be recommending it to others.

Simple and easy to use. Simplifies a potentially complex process

Great platform, ideal for customised solutions

The website was so easy to use and the wealth manager choices were spot on

Very user friendly and professional. Highly recommend this service.

In over forty years spent in investment banking this is without doubt the best comparative web site I have ever seen.The service provided by Find A Wealth Manager guides the user through the complexity of investment options and arrives at the best funds that are currently available in the market that are specifically tailored to each customer.A bespoke service that is unparralleled in today's global market.

A great website - very clear and easy to use. I thought the service was excellent and I would highly recommend to anyone negotiating the often confusing world of wealth management!!