Fast-track to over 30 leading wealth and investment firms that support best practice, proven performance, and better value fees. Use our smart tool to get a short-list of firms that are right for you. Then, when you are ready, our team will introduce you.
Use our smart technology to get direct access to the best professionals from the leading firms who commit to best practice and better value fees
The right firms
Not all firms are the same. We make it easy for you to generate a short-list of firms that are right for you
Relationship is important. We help you find someone that has the skills that you need and someone that you can trust
Fees are always negotiable. We provide access to the information that you need to secure the best deal
We represent a full spectrum of leading firms including …
We know each firm intimately, particularly their specialities and proven capabilities – enabling you to fast track through the industry with ease and insight
"I was growing tired of the service I was receiving from my existing investment manager. They weren't proactive at all and for the fees I was paying I felt I could expect more. The FWM team helped me understand what my alternatives were and then put me in touch with specific individuals at some very well matched wealth management firms that they felt I would get along with; that was the icing on the cake.”
“As an entrepreneur all my spare cash had previously been fed straight back into my business. When I came to sell I needed a lot of help with tax advice and cashflow forecasting while I planned my next venture. I had tried to do my own research to find a suitable firm but it was so laborious; It became clear that although I thought I knew what I needed, there was so much more that I had not considered. findaWEALTHMANAGER.com made the process quick and easy. It was such a relief."
“I had a number of pension pots but I had no idea what they amounted to, or more importantly when I could retire! FWM helped me find a wealth manager that pulled everything together and clearly mapped out my route to retirement so I could see the light at the end of the tunnel. I sleep better at night now that I have my ducks in a row."
Direct access to over 30 wealth management firms that we have screened to ensure they meet our quality standards
Within minutes our smart online tool helps you clarify your needs and matches them to a firms specialities
Our service puts the firms in competition for your business. That means better service and cheaper fees for you
We are the most cost-efficient way for the industry to meet new clients so the wealth managers pay us - not you
Wealth managers do a lot more than pick stocks. They can help you plan your total financial life. Don't be put off by rumours of high fees - our panel of wealth managers charge significantly less than Independent Financial Advisors. To find out if you would benefit from the help of a wealth manager click the button below.
Our client service team has over 70 years of combined industry experience and they have helped thousands of affluent individuals take action to meet their ideal wealth manager. We pride ourselves on knowing each firm intimately and happily impart our wisdom by whatever happens to be your preferred communication method.
If you supplied a mobile number we will SMS you to let you know we are going to call and we can accommodate calls out of working hours or Saturday mornings. Complete the form, use the live chat or email us with your request.
Our team are not sales people; we do not operate via call centres. We are a small team of experts who are here to give you a shortcut to finding your best-suited wealth managers.
