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Thank you

Thank you for submitting your details.

My name’s Alex MacEwen and I am the CEO and founder of The Wealth Consultant.

There are many wealth and investment managers out there all with their own advantages. For a number clients, finding someone suitable for their situation can be confusing.

I founded The Wealth Consultant in 2019 to support people like you identify a Wealth Manager that could be right for your needs and circumstances.

Next steps

Now that you have submitted your details on our website the following will happen:

1. I’ll call you to discuss your situation, your needs and what’s important to you.

2. Based on this I’ll match you to three different wealth managers, best placed to serve your needs.

3. If you consent to me doing so, I’ll facilaitate the introductions so you can have an initial conversation with them.

4. It’s then up to you as to whether you wish to proceed. It’s important to note that there’ll never be any hard selling and my only interest is to help you.

 
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