About Us
Compare Wealth Managers offers clients an impartial and unintimidating route to finding a wealth manager through a combination of bitesized education articles, a tailored online questionnaire, and a phone-based consultation where we recommend up to three wealth management or private banking firms from our expert panel. We have carefully selected a portfolio of partners including investment management companies, integrated wealth management firms (financial planning and investment management), private banks, and offshore specialists who, together, offer our clients a full spectrum of financial services.
We limit the number of partners on our panel to enable us to build an intimate working knowledge of their propositions, their people, and their target market whilst providing exceptional choices to our clients.
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Independence
We are truly independent and impartial. We own our business and are not beholden to any other companies.
Service
Our ethos is to de-mystify the world of wealth management: to make it understandable to the uninitiated whilst also offering an effective service to those who are. Wealth Management should be accessible to all.
Our Team
We are a team of experts in the fields of Financial Services, Client Relationship Management, and Financial Technology. We ensure that all aspects of our services are constantly analysed and optimised.
Approach
We are consultative: We are here to offer guidance, support and direction to our clients and do so, always, in an empathetic and professional way.
Rory Scott
Managing Director
Paul Dredge
Private Client Director
Will Goodhew
Technical Director
Dr James Cannan
Research & Development Director
Mariel Diez
Marketing
Shana Dredge
Finance
Lorraine Jeffcoat
Private Client Advisor
Start the journey to your financial well-being
