findaWEALTHMANAGER.com Omdömen 

66
•
TrustScore 5 av 5

4,9

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Det här tycker kunderna

Betygsatt 5 av 5 stjärnor

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... Se mer

Företaget har svarat

Betygsatt 5 av 5 stjärnor

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... Se mer

Betygsatt 5 av 5 stjärnor

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... Se mer

Betygsatt 5 av 5 stjärnor

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... Se mer

Företagsinformation

  1. Investeringstjänst
  2. också i
  3. Pensionsfond

Om findaWEALTHMANAGER.com

Skrivet av företaget

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.


Kontaktuppgifter

4,9

Utmärkt

TrustScore 5 av 5

66 omdömen

5 stjärnor
4 stjärnor
3 stjärnor
2 stjärnor
1 stjärna

Ingen aktuell inbjudningshistorik

Det här företaget har inte bjudit in sina kunder på länge. Omdömen kanske inte är representativa

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Se hur deras omdömen och betyg hämtas, betygsätts och modereras.

4,9

Alla omdömen

(66)

4 omdömen under de senaste 12 månaderna

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Betygsatt 5 av 5 stjärnor

Great Help, No Hassle, No Hard Sell

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.

19 februari 2022
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

very happy with the service

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.

8 september 2020
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

Gave me three firms to choose, and one stood out

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

14 september 2015
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

Clear Suggestions after Understanding of Requirements

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.

19 april 2015
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

A Perfect Introduction

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.

18 april 2015
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

Worked well for me.

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

17 april 2015
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

A company that actually does "what it says on the tin"

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 !

16 november 2014
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

Simple, quick & highly effective.

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.

2 november 2014
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

Without doubt the best comparative web site ever

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.

27 oktober 2014
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

Very straightforward

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!!

27 oktober 2014
Omdöme utan inbjudan

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