Need a
financial adviser
or wealth manager?
Save time, money and stress – let us find your new financial adviser or wealth manager for free.
Steering you through the world of
financial advice and wealth management.
Finding financial advice can feel like looking for a needle in a haystack, so we’ve made it simple. Just tell us the services you need and we’ll find the professionals who can help. Our service is free to use and could even save you money on the advice you receive.
Your guide through the maze
We know wealth management inside out. We’ll explain the services, remove the jargon and help find the right provider for you.
Independent and impartial
We are truly independent and are not owned by a wealth manager. All our recommendations are based on expert knowledge and data.
Free for you
There’s no cost to you for using our service. Instead, each provider pays us a fee to join our panel.
What do they say about us
Areas of wealth management we can help you with
Financial advice
No-nonsense advice on making the most of your money or planning for your future.
Retirement planning
Advice focused on ensuring you have enough money to last you through retirement, and planning for events such as later life care.
Investment management
Helping to make your money grow by making sound investments, without taking any unnecessary risks.
Tax and inheritance planning
Ensuring you don’t pay more tax than necessary, as well as reducing the tax on your estate when you die.
Private banking
A service for high net worth individuals who need specialist guidance to manage their wealth.
Wealth management
Tailored financial advice and planning for individuals with significant assets, including pensions, property, savings and investments.
Read our money insights
Learn more at our knowledge centre
Frequently asked questions
Our experts are ready to give you impartial insights to help you manage your wealth better.
What is a wealth manager?
What is the difference between a financial adviser and a wealth manager?
Should the people who help me be local to me?
How much does your service cost?
I have an existing relationship with an adviser, but I am unsure if I am getting the best possible service from them?
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Our customers say
4.9 out of 5
Excellent
Simply amazing
Paul was nothing but supportive and encouraging on my journey to find a new wealth manager. There was no pressure from him, and when I gave up hope he didn't and got me back on track. Hope more people can use this invaluable service to navigate the minefield of wealth manager offerings out there.
Scott Fowler-Wright,
November 7th
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