Best Digital Wealth Consultancy 2019
Wealth & Finance International
The Wealth Consultant is an innovative digital wealth consultancy, created to enable those with investible wealth to achieve long term financial security and peace of mind. As we celebrate the success of some of this year’s Wealth & Finance Awards winners we profile this dynamic company to give our readers an insight into the secrets behind its success in this competitive market.
How much does a wealth manager cost?
Thanks to its innovative technology, The Wealth Consultant empowers people to take ownership of their financial wellbeing by providing intelligent, engaging and thought-provoking content, and by introducing them to three appropriate investment professionals, in a clear and transparent way, free of charge.
Additionally, The Wealth Consultant also offers fee-based consultative introductions for clients. The Wealth Consultant is wholly independent and unbiased, and by completing its quick and simple questionnaire the team will be able to introduce clients to the most appropriate wealth managers.
“…the Wealth Consultant empowers people to take ownership of their financial wellbeing…”
Facilitated introduction to our wealth managers
For those clients with especially sensitive situations, pension consolidation, changing wealth managers, or other complex circumstances, a facilitated introduction to our financial advisors’ network offers the most supportive and in-depth service, tailored around their specific needs.
Founder Alex MacEwen will personally meet these clients to discuss their specific needs and answer any questions that they may have to give them the confidence to have a constructive conversation with the most appropriate wealth manager to meet their specific needs.
Meet three wealth manager advisors
As part of this service offering Alex will set up, and host, meetings for clients to meet three wealth managers, and he will then spend time with the client to discuss their options and help them to reach the decision as to which wealth manager would best serve their requirements.
Whether clients choose to use the firm’s free resources or fee-based solutions, they know that when they work with The Wealth Consultant they will receive the support they need to take ownership of their financial wellbeing and to have peace of mind that their financial affairs are being taken seriously and are being well looked after.
Personalised wealth management services
Everyone deserves the right to financial support, and as such, they are passionate about providing all of their services to the highest possible standard, no matter the circumstances.
As the wealth management sector continues to consolidate and becomes increasingly focused on offering digital solutions, The Wealth Consultant is perfectly placed to succeed and flourish over the coming years. Moving forward, the firm has ambitious and exciting growth plans, both in the initial stages of the business and the years ahead.
“Alex will set up, and host, meetings for clients to meet three wealth managers, and he will then spend time with the client to discuss their options and help them to reach the decision as to which wealth manager would best serve their needs.”