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
Även om vi inte verifierar specifika påståenden eftersom omdömeslämnarnas åsikter är deras egna, kan vi märka omdömen med en ”verifierat”‑etikett ifall vi kan bekräfta att en företagsinteraktion har ägt rum. Läs mer
För att skydda plattformens integritet granskas både verifierade och overifierade omdömen av vår automatiserade programvara som är tillgänglig dygnet runt. Tekniken är utformad för att identifiera och ta bort innehåll som bryter mot våra riktlinjer, inklusive omdömen som inte är baserade på en äkta upplevelse. Vi är medvetna om att vi inte kan lägga märke till allt. Det går att flagga sådant som du tror att vi kan ha missat. Läs mer
Det här tycker kunderna
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
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
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
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
Alpha House, 100 Borough High Street, SE1 1LB, London, Storbritannien
- +44 (0) 207193 5691
- ukteammail@findawealthmanager.com
- findawealthmanager.com
4,9
Utmärkt
66 omdömen
Ingen aktuell inbjudningshistorik
Det här företaget har inte bjudit in sina kunder på länge. Omdömen kanske inte är representativa
Så använder företaget Trustpilot
Se hur deras omdömen och betyg hämtas, betygsätts och modereras.
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
Omdöme utan inbjudan
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
Omdöme utan inbjudan
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
Omdöme utan inbjudan
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
Omdöme utan inbjudan
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
Omdöme utan inbjudan
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
Omdöme utan inbjudan
Svar från 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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