Finding a 'wealth manager' is rather an intimidating experience. Where do you start? Well, thanks to Lara's helpful guidance, I'd say you'd do well to start here. It's so common for these advisory ser... Toon meer
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Lees wat reviewers zeggen
I can wholeheartedly recommend Lee's services. This whole area is one where it is hard to find reliable and honest advice, and Lee is a valuable resource for anyone looking for a wealth manager. He... Toon meer
We were looking to change wealth managers as our current manager had started to drop the ball and became unresponsive to our requests. We liked the way they helped us find some suitable firms that wer... Toon meer
Thoroughly impressed by Lee right from the start as he took a real interest in helping me find a suitable wealth manager, working to fine tuning my options via emails and calls - and always quick to r... Toon meer
Bedrijfsgegevens
Over findaWEALTHMANAGER.com
Geschreven door het bedrijf
Founded in 2012, findaWEALTHMANAGER.com is the UK's no. 1 Wealth Manager search website.
Our mission is to provide investors with an objective, fast and free method of finding the right wealth manager based on their own specific needs.
We represent over 30 firms, including investment managers and private banks, all with a common theme: a commitment to provide best practice and better-value fees.
Answer our short questionnaire (it only takes 2 to 3 minutes to complete!) and our award-winning matching system will instantly work out your best matched wealth managers. One of our expert team will then contact you to make sure we haven’t missed any important information. Once you have had the opportunity to discuss your matches with one of our consultants, we’ll send you a tailored proposal and arrange for the wealth managers to contact you.
We objectively and impartially assess which firms are best suited for you, based on your specific situation.
Contactgegevens
Alpha House, 100 Borough High Street, SE1 1LB, London, Verenigd Koninkrijk
- +44 (0) 207193 5691
- ukteammail@findawealthmanager.com
- findawealthmanager.com
4,9
Uitstekend
66 reviews
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Great platform! Fantastic customer service and easy to use!
I have some direct investments in shares but given my increasing time constraints to keep up with financial markets, I have been looking for a professional manager to take care of these things for me from now.
I was recommended to this platform by a friend. All I can say is that the Find a Wealth Manager questionnaire was simple to follow and well structured, asking the right questions without being overwhelming. All it took was less than 5 minutes to fill out.
I was pleasantly surprised that I got a call back from a member of their team shortly after - they were very helpful and walked me through the follow-up process.
A Highly-recommended site for retail investors like me.
27 oktober 2014
Review zonder uitnodiging
Thoroughly professional and easy to use
We live in an age where we're bombarded with messages about how we should be using our money and who is the best person to advise us how to do it, but finding the right adviser can feel like a lottery. This is an easy-to-use service that is independent, accessible to all and most importantly gives me a measure of comfort that I'm making informed choices about investment.
27 oktober 2014
Review zonder uitnodiging
Efficiency & effectiveness re-defined
Totally agnostic, and they do all the work for you - right down to who to speak to in each firm. Right firm, right people, you take it from there. I saved in excess of 20,000 per annum in fees, and going forward I believe that I will also see improved returns.
26 oktober 2014
Review zonder uitnodiging
Impressed!
Very friendly service and extremely helpful guidance (suited to my needs) for the appropriate introductions to meet my criteria. Thank you so much.
24 oktober 2014
Review zonder uitnodiging
Nice and clean
Useful content with a nice clean asthetic. Managed to find the information I needed quickly and make the right connection, thank-you.
24 oktober 2014
Review zonder uitnodiging
Great website, fab service!
I was looking for a wealth manager for the first time and didn't know where to start! Fortunately Find a Wealth Manager made everything incredibly quick and simple. I spoke to three companies, all of which seemed like good options to be honest, in the end I chose the one that I 'clicked' with the best.
It couldn't have been more straight forward.
24 oktober 2014
Review zonder uitnodiging
Antwoord van findaWEALTHMANAGER.com
Thanks John - we are really pleased to have been able to help you in your search for a new wealth manager! Thanks for taking the time to review our service.
Lara Clarke
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