It is a structured process that brings your wealth and personal goals into alignment, covering investment strategy, tax efficiency, estate planning, and long-term security. We will connect you with advisers who design and manage tailored plans that evolve with you.

At least once a year, or whenever your life or circumstances change. The advisers we introduce you to will keep your plan relevant, resilient, and responsive to new opportunities or priorities.

Not necessarily. While we primarily work with high-net-worth individuals, thoughtful planning benefits anyone who wants clarity, control, and confidence in managing their wealth.

The advisers we connect you with focus on real outcomes, not projections, ensuring your wealth continues to support your goals, lifestyle, and long-term peace of mind.

Effective financial planning brings structure and clarity to complex decisions. We help you find the right financial planner to protect, grow, and deploy your wealth with purpose, ensuring it supports your ambitions today and for generations to come.

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I found Compare Wealth Management online when I didn’t know how to decide among the multiple companies out there, or how to work out who was better/worse. I feared a deluge of cold-calling, but instead had a very informative follow-up call with Rory Scott.

Mr C. Barry

Invaluable help with choosing a wealth manager

I was highly impressed by the level of care and attention I received from Compare Wealth Managers and Neil. If you’re unfamiliar with the financial or investment world, it can be daunting and overwhelming to know where to start. Neil took the time to understand my circumstances and future goals before suggesting suitable advisers. He explained everything clearly, without jargon, and made sure I felt confident about every step. What stood out most was how personal the experience  there was never any pressure, just thoughtful guidance and genuine expertise. Thanks to Compare Wealth Managers, I now have a trusted financial partner and a clear plan for the years ahead.

Mr K.

Outstanding …

I came across Paul Dredge and Compare Wealth Managers when looking to competitively evaluate my current wealth management company. Paul saved me the job of having to evaluate prospective firms, by introducing me to companies already vetted by CWM.

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