Finding a wealth manager is easy!

Navigate the confusing world of wealth management and find your best-matched companies in less than 3 minutes.

1

ANSWER QUESTIONS

Build your profile via the following questions and power our online matching system.

2

SEE YOUR RESULTS

Our experts will call you to discuss the best managers aligned to your requirements.

3

GET THE BEST DEAL

We find the right managers best suited to your needs and provide a tailored introduction.

The UK's number 1 wealth manager search site!

Loved by

ver 12,000 clients

since 2012

Recommended

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Helped over

£10 Billion

find a better home

What brings you here?

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Please tell us a bit more about your retirement enquiry

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Why are you unhappy with your current wealth manager?

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Where do you live?

United Kingdom OTHER

What is your nationality?

United Kingdom OTHER

Where would you like your wealth manager to be based?

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In which town would you ideally like your wealth manager to based?

What is your estimated account opening size?

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£

How much wealth management experience do you have?

What is your investment objective?

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What services do you need from a wealth manager?

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What is your profession?

Industry

What is your age?

What is your biggest financial concern?

Where shall we send your search results?

Once you have seen your results, you can tell us what you want to do next.
Please note, we don't share your details with any of your chosen companies without checking with you first by email or telephone.

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Loved by

ver 12,000 clients

since 2012

Recommended

TrustPilot

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Did you know...

With our panel of good quality wealth managers charging you lower fees for better services, we estimate our clients have more than £300,000,000 EXTRA in their pockets every year!

Over 10,000 clients

Over 10,000 clients

Since 2012 we have helped over 10,000 people in the UK find better wealth managers.

£10,000,000,000!

£10,000,000,000!

That equates to more than this huge sum of personal wealth that has used our website!