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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

Simply amazing

As someone who is used to filling in online forms to obtain further information within the "investing sphere" only to then have to field a host of unwanted sales calls, I expected CWM to operate a bit like those pesky Meerkats, Aleksandr and Sergei! You can therefore imagine my surprise when Paul took the trouble to fully understand my circumstances BEFORE making any introductions. The net result was he was the perfect matchmaker. Quite remarkable - thanks solely to the effort Paul put in to properly evaluate my needs.

Nicholas

Refreshingly different

Great resource! To start, I wasn't really sure what a wealth manager was and if it was for me, so I needed a full onboarding. Paul did a great job explaining the value and options for my case. We finally chose one of the options suggested by Paul, and very happy so far. Thanks!

Karina Garcia

Indispensable tool to find the right wealth mgr

Rory was fantastic to work with. His professional and friendly approach helped us navigate the minefield of investment planning. If ever a company deserved a 6 star rating it is Compare Wealth Managers.

Mr J M Walton

I would highly recommend Compare Wealth Managers

Trying to research and understand the best options in this industry is a mine field and not remotely transparent nor easy to understand when trying yourself, and I have plenty of FS experience. This site is a genius idea, trying to bring together a very tricky set of decision criteria that can vary so much from person to person into a sensible piece of advice. That they include a person to person follow up to refine the advice with their strong knowledge set and that they affect the intros and coordinate accordingly is even better when you have limited time. Having seen 3 recommendations I am now moving forward with one that is not at all a firm I would have expected to sign up with prior to running the process, but one I believe should serve me and my family very well indeed. Thank you Paul!

James Grearey

I found a wealth manager, fantastic!

I cannot recommend this service enough. It is otherwise very difficult to find a wealth manager who might suit you. Rory understands what is available and after listening to your requirements is able to provide a choice of managers who might suit. He also stays with you on the process to make sure that it works out. I have many friends and acquaintances who have to use wealth managers and none who feel entirely suited save those who I suspect have shut their eyes as to what is happening to them.

Julian Maples

I cannot recommend this service enough

A great service that potentially cuts out a terrific amount of analysis on the thousands of wealth managers and IFAs that an individual has to do to secure a reliable, effective and cost effective wealth manager. I took my time deciding, and gave my old wealth manager time to improve ( which they didn't ) , but now I have made the move I feel that I should have a far better professional relationship with a company who better understand my life goals.

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