Connecting you with the right wealth manager to meet your specific needs and help you plan for your financial future, whatever your circumstances.

 

sun

Retirement

10% of British adults currently speak to a financial adviser about their finances - the main reason, retirement. (investmentnewsdata) 

 

Saving

Investment

77% of Millennials believe their financial outlook would improve if they started investing. (BlackRock Investor Pulse Survey 2018)

 

calendar

Tax and Planning

£2.8tn to transfer generations over next 25yrs! (Millennials and wealth transfer report, RBC 2017)

 

Wealth manager

Changing wealth manager

It is important to regularly review whether you are receiving the appropriate level of advice and achieving the investment performance you seek.

 

pig

Savings

91% of British adults reported that they planned to add the same if not more to their savings in 2018 than they did in 2017. (Saving Statistics, Finder 2019)

 

pension consolidation

Pension Consolidation

People today increasingly enjoy multiple careers, likely resulting in multiple pensions, with different providers and associated administration.

clipboard

Find the best wealth manager for you

Giving you peace of mind that your financial wellbeing is in good hands. The Wealth Consultant makes it personal to you.

Introducing you to three wealth managers, simply and free of charge
consultants

globe

Explore

With over 12 years’ experience of working closely with wealth managers, The Wealth Consultant has intimate knowledge of the wealth management industry, to be ideally placed to introduce you to the right wealth manager.

Insights

Make An Enquiry

By submitting an enquiry you are agreeing to receive newsletters from The Wealth Consultant. You can unsubscribe at any time.