Compare Wealth Managers Omdömen 158

I expected a perfunctory service when I first heard of Compare Wealth Managers but thought I'd give them a try anyway .. I couldn't have been more wrong. A really personal service and really excellent, tailored advice. The recommendations he came up with were really on the money and helped me enormously. I heartily recommend to anyone looking for experienced, quality guidance in what can be a very difficult decision.

I had been managing my own investments for quite a while but felt the time was right for outside guidance. I also wanted Estate Planning and Cash Flow help.
I had in depth discussions with Paul who got to know my needs. He came up with 3 Wealth Managers who were all excellent and distinctive in their own right. After an exhaustive series of conversations I finally settled on one provider who best fitted my needs.
I strongly recommend CWM for superb and unbiased advice.

I’d had a grim experience dealing with my parents’ estate, compounded by poor advice from their legal advisors, and wanted clear, impartial advice for my own planning.

This is NOT a comparison website with a tick-box approach, it’s a highly personalised service. The Compare Wealth Managers team listened carefully to my brief, and introduced me to three excellent potential advisers, each of whom would have suited. One was a particularly good fit and I’ve now confirmed their services.

A great job by Paul and the team - thanks very much for your support at a tricky time.

I had a very frustrating time trying to find a recommendation for a financial advisor to help me decide what to do with my work pension, as I approached my target early retirement age. All I really understood was the need for independent advice. I found Compare Wealth Managers through Google search and was sceptical, but completed the request. Rory who has huge experience in the industry, set up a call to discuss further. He was so knowledgeable and helpful in helping me to understand my needs. He explained the difference between a Financial Advisor and a Wealth Manager, which transformed my search completely. He took on board what was important to me and provided three recommendations, with reasoning behind each one. I did my own due diligence via internet searches, customer reviews, awards and even Glassdoor to see how these businesses are viewed by their own staff (the people charged with looking after my investments) for good measure to make sure I was comfortable. I then picked one. Ive been really pleased with their recommendation and my final choice. I would never have come across this particular Wealth Manager on my own, as they are quite niche. They however fulfil all my requirements and their newly created portfolio performance since I transferred my work pension over to them has been fantastic.

The service from Paul and the team at Compare Wealth Managers has been excellent and I would recommend reaching out to the team before choosing a wealth manager. I completed an initial survey and my wife and I had a great conversation with Paul. He set the two of us up with three face2face Wealth Manager meetings – each had their strengths – none were duds. The service was informative, open, valuable and helped us make the right decision for our needs.

Great experience with Paul Dredge as part of our search to find a wealth advisor to help our son with a substantial compensation claim. Paul demonstrated great knowledge of the industry, paid great attention to what we said we needed and was able to put us in contact with a firm who had the experience we needed.

Useful service to produce a short list of potentially suitable providers in what is a fast changing marketplace. Rory Scott was straightforward and professional and gave me a couple of useful leads. Absolutely not a substitute for doing your own research, but like having a knowledgeable mate in the trade pointing out some of the pros and cons.

I was hoping for a transparent comparison of providers showing the services available and their charges for different services (e.g. initial fees and annual charges). All I got was a screen saying they were recommending 3 providers and someone would follow up with a call. So this is just a sales referral channel for a limited set of providers rather than a genuine, transparent, compare the market type comparison site. I was very disappointed.

I am feeling very confident with the wealth manager I selected after talking and meeting with the companies recommended by Paul Dredge. He took the time to fully understand my very specific requirements as an expat moving back to the UK after 20 years.

I was searching online & tried Compared Wealth Managers as it is difficult to know where to start with so much choice. I was very wary of a generic meaningless service and was pleasantly surprised when the result was a call from a real knowledgeable person. Paul Dredge was helpful & made the process of setting up meetings with prospective firms easy.

Choosing a Wealth Manager is difficult and is something that requires a lot of thinking and trust. It was very useful to speak to someone who can help steer you in the right direction without any pressure.

We have been with the same wealth manager for years, and unhappy for a lot of that time, without any idea how we could make a change or what our alternatives were.
I initially used Compare Wealth Managers' website as a source of information, but the subsequent conversations with them gave us huge confidence in their shortlist of options, and the viability of making a change. Their knowledge and support throughout the process was of the highest calibre.
I would say if you are in any doubt, just get in touch and talk to them.

Contacted Compare Wealth Managers following an internet search as I was looking to find someone who could meet some specific needs in my area. I wasn't that hopeful and expected a simple email back with a few people I would need to investigate myself. How wrong I was!

I got a call from a real person (Wow!): someone who actually listened to my needs, asked inteligent questions and then introduced me to a few firms who they felt could help. Having met with the selected wealth manager they too were extremely professional, spent time getting to know us and what we were looking to achieve. For the first time I felt it wasn't a case of "Here is what we offer", more "What was it you need?"!

The introduction service was free (I understand Compare Wealth Managers is remunerated by the firms they introduce you to).

As someone frequently disappointed by the levels of service provided in professional services my experience was very positive and I would recommend you give Compare Wealth Managers a try. It is a no obligation service with no fees.

I don't recall how I came across Compare Wealth Managers, but I'm very pleased I did. I knew I needed to change my financial advice, but I didn't know where to start. Within hours of enquiring, Rory Scott had made contact with me. I immediately felt that I was talking to someone who could help. Rory took the time to understand my journey to date and ambitions for the future. Within days, he had written a brief and suggested names of people within certain financial institutions that I should talk to. It's so refreshing to be advised by an individual who really understands his marketplace and the people within it. I'm very confident that having been guided by Rory, I have made the right decision going forwards.

Paul Dredge and team provided me with an excellent service from beginning to end. We were in the challenging situation of moving tax residency from the EU to France. Paul listened carefully to understand our situation and needs. He then recommended a number of options all of which were good and could have been viable. We have been able to decide on a good way forward based on the options presented. Thank you to Paul and team for helping us manage this challenging transition and also following up to ensure that it was managed through to our satisfaction.

I came across Compare Wealth Managers by chance, but I’m so glad I did. The process from start to finish could not have been managed better. After an initial conversation to identify my needs, I was quickly introduced to three firms for more detailed discussions before choosing one of them. The service was speedy, informative and pitched at exactly the right level. Highly recommended.

I found Compare Wealth Management online when I didn’t know how to decide among the multiple companies out there, or how to work out who was better/worse. I feared a deluge of cold-calling, but instead had a very informative follow-up call with Rory Scott who is independent and knows the market and knows the individuals across the companies. The call helped him better understand what I was looking for, so he could recommend three wealth managers who, when I met them later, were clearly all good matches. After I met them, and was ready to make my choice, I had a follow-up call in case I had simply misunderstood something in my meetings, before letting the managers know. If not for CWM, I might still be working out the good and the bad ones, or at the very least, worried about my choices, and possibly regretting it for years to come.

I came across this company via an online search and completed the brief questionnaire. Very quickly three wealth managers were recommended, which in itself was a blessed narrowing down of the endless options. But the real service came when Rory followed up with an email, then a phone call, then another and so on. He took the time to understand my situation and modified the initial recommendations accordingly. I met representatives from the three companies recommended, all of whom I liked enormously, and made my decision in a far more well-informed position than I would have without Compare Wealth Managers' support. At every stage I thought, this will cost me a commission, but actually it is the selected wealth manager that pays the commission, so the service is free to the customer. Highly recommended

Due to a financial windfall I was looking for a wealth manager to help me through the process of investing the money.
Thankfully I came across Rory at Compare Wealth Managers.
After an initial comprehensive but low pressure phone call he gave me a list of potential management companies.
During the process of meeting the companies Rory kept in touch with me and was an excellent source of advice. I eventually opted to go with one of his recommendations.
I have no hesitation in recommending Compare Wealth Managers and Rory.

I had excellent service over many years from my previous wealth manager however, following a takeover and numerous staff departures, service levels went rapidly downhill and my stress level kept rising. My search for a new company proved extremely frustrating. I spent hours on the internet getting nowhere. However I then chanced upon comparewealthmanagers. Initially, frankly, I was somewhat suspicious thinking there must be a catch somewhere but Rory proved to be an absolute Godsend. He has detailed knowledge of the wealth management market. He took time to understand my needs which are complicated by the fact that I report tax in two countries which has significant impact on investment strategy. He put me in touch with firms that have exactly the sort of niche expertise I was looking for. After each meeting he followed up to discuss feedback. There was no ‘selling’ or attempts to push me in a particular direction. I was so lucky to have found Rory when I did and I have no hesitation in recommending this company.