As early as possible. Acting sooner gives you greater control, helps avoid unnecessary tax, and protects assets before key decisions are made. We’ll introduce you to advisers who can guide you through each stage with clarity and confidence.

We’ll connect you with specialists who can structure the funds efficiently, manage any tax implications, and align your new capital with your long-term financial and family goals.

We’ll match you with advisers experienced in navigating financial transitions during divorce. They’ll help you understand settlement options, project your future position, and rebuild a plan that safeguards your lifestyle and independence.

We’ll help you find an adviser who can assess your immediate priorities, optimise your resources, and design a plan that provides stability now and flexibility for the future.

Major life changes — such as divorce, inheritance, or the sale of a property — often bring complex financial decisions. We help you find experienced advisers who provide clear, objective guidance to protect your wealth, reorganise your finances, and plan your next chapter with confidence.

Compare Wealth Managers to Help You Navigate a Significant Life Event

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.

Compare Wealth Managers to Help You Navigate a Significant Life Event

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