On average, we reduce our client’s fees by 1% pa. How much could you save?

How transparent are your existing fees, do you know what your true cost of ownership is? Are you really getting value for money once you’ve paid all your fees?

Lump sum investment
Anticipated holding period
Anticipated return pa
Current total costs pa*
Potential total costs pa*

*include ongoing financial advice, investment management, custody, commission, administration, platform fees and underlying fund charges

Anticipated return based on total costs of
Anticipated return based on total costs
Over , your investment could benefit by

A simple reduction in annual charges could make all the difference to your financial freedom.

Find the best wealth manager for you

Connecting you with a suitable wealth manager to meet your specific needs and help you plan your financial future, whatever the circumstances. Giving you peace of mind that your financial wellbeing is in good hands. The Wealth Consultant makes it personal to you.

Retirement Planning

Those who seek investment advice when planning retirement on average enjoy 50% more wealth in retirement (ONS, Wealth and Assets Survey (2019) and felt 20% more fulfilled than those who do not. (BlackRock Investor Pulse Survey 2018)

Investments

When people begin investing, they see immediate emotional benefits compared to non-investors. In fact, investors are 16 percentage points happier, and 23 percentage points more positive about their well-being. (BlackRock Investor Pulse Survey 2018)

Tax Planning

Recent figures show that UK taxpayers are paying £4.9 billion more in tax than they should and 74% of taxpayers admit they haven’t done anything to reduce their tax waste in the last 12 months (Lamont Pridmore)

Changing Wealth Manager


How transparent are your existing fees, do you know what your true cost of ownership is? Are you really getting value for money once you’ve paid all your fees? A simple 1% reduction in annual charges could make all the difference to your financial freedom

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). The average household over 15 years grew there assets 2.73 times larger than those unadvised. (IRIS, 2018)

People today increasingly enjoy multiple careers, likely resulting in multiple pensions, with different providers and associated administration. A simple 1% reduction in annual charges could make all the difference to your financial freedom

How we work

Our transparent and client centric process offers you peace of mind knowing that we use specialist industry knowledge to find the perfect wealth manager for you, free of charge!

Answer 10 simple questions about your situation and requirements. This will take no longer than 3 mins.

The Wealth Consultant will call you within 24 hours to clarify your details and discuss your matched wealth managers with you.

The Wealth Consultant will introduce you to, and arrange a time for an initial call with, each wealth manager.

Meet Alex

Alex has spent the past 12 years working as a Director of Sales at BlackRock, where he was responsible for selling financial solutions to wealth managers, Independent Financial Advisers (IFAs), and private bankers.

Alex has built a strong network of wealth managers across the UK. This intimate knowledge and understanding of individual wealth manager’s expertise and track record being Alex’s USP. Over time, Alex has conducted his own due diligence on many of these individuals, and identified those that he would trust with his money, and those whom he respects.

Alex lives by the military values and standards, ingrained in him during his service; a commitment to clients, integrity, loyalty, operating lawfully, and professionally. These values are critically important in building trust, and long term sustainable and successful partnerships. These are something that Alex looks for whilst assessing the suitability of wealth managers joining The Wealth Consultant. This all forms the DNA on which The Wealth Consultant is built.

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