Matching and introducing you to Wealth Managers free of charge
Find the best Wealth Manager to achieve your financial goals in under 2 minutes
Find & compare 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.
Investments
When people begin investing, they see immediate emotional benefits compared to non-investors. In fact, investors are 16 percentage points happier, and 23% more positive about their well-being.
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.
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. The average household over 15 years grew their assets 2.73 times larger than those unadvised.
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 it works
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!
Complete a simple form providing your contact details. This will take no longer than 2 mins.
The Wealth Consultant will call you within 24 hours to clarify your details and to discuss your situation.
The Wealth Consultant will match and introduce you to three wealth managers.
Our Digitial Introduction service, consisting of the initial consultation and subsequent introductions to three wealth managers, is free of charge. We do however charge for subsequent consultations. We may also receive an introduction fee or commission from wealth managers.
Our services are designed for High Net Worth Individuals and do not constitute financial advice.