Thoroughly impressed by Lee right from the start as he took a real interest in helping me find a suitable wealth manager, working to fine tuning my options via emails and calls - and always quick to r... Se mere
Selvom vi ikke verificerer specifikke påstande, fordi anmeldernes meninger er deres egne, kan vi godt betegne anmeldelser som "Verificerede", når vi kan bekræfte, at der har fundet en forretningsinteraktion sted. Læs mere
Af hensyn til platformsintegriteten scannes alle anmeldelser på vores platform – verificerede eller ej – af vores automatiserede software døgnet rundt. Denne teknologi er designet til at identificere og fjerne indhold, der overtræder vores retningslinjer, herunder anmeldelser, som ikke er baseret på en reel oplevelse. Vi er klar over, at vi måske ikke fanger alle problemer, og du er velkommen til at gøre os opmærksom på det, hvis vi har overset noget. Læs mere
Se, hvad kunderne siger
Second time of receiving help from Lee. As always, his knowledge of the IM market is superb. His panel of candidate companies suits all pockets and wealth levels. He guided me to candidates whose pro... Se mere
Finding a 'wealth manager' is rather an intimidating experience. Where do you start? Well, thanks to Lara's helpful guidance, I'd say you'd do well to start here. It's so common for these advisory ser... Se mere
Virksomheden har svaret
I can wholeheartedly recommend Lee's services. This whole area is one where it is hard to find reliable and honest advice, and Lee is a valuable resource for anyone looking for a wealth manager. He... Se mere
Virksomhedsoplysninger
Om findaWEALTHMANAGER.com
Skrevet af virksomheden
Our mission is to provide investors with an objective, fast and free method of finding the right wealth manager based on their own specific needs.
We represent over 30 firms, including investment managers and private banks, all with a common theme: a commitment to provide best practice and better-value fees.
Answer our short questionnaire (it only takes 2 to 3 minutes to complete!) and our award-winning matching system will instantly work out your best matched wealth managers. One of our expert team will then contact you to make sure we haven’t missed any important information. Once you have had the opportunity to discuss your matches with one of our consultants, we’ll send you a tailored proposal and arrange for the wealth managers to contact you.
We objectively and impartially assess which firms are best suited for you, based on your specific situation.
Kontaktoplysninger
Alpha House, 100 Borough High Street, SE1 1LB, London, Storbritannien
- +44 (0) 207193 5691
- ukteammail@findawealthmanager.com
- findawealthmanager.com
Gave me three firms to choose, and one stood out
One firm actually listened to what I wanted to do, and was prepared to give me a "sample" portfolio. Other firms gave me so much rubbish I wouldn't want to deal with them, or couldn't give me any ideas
Clear Suggestions after Understanding of Requirements
We had been having significant problems with our existing wealth management company, due to changes in personnel and, frankly, poor advice. I used findaWEALTHMANAGER on the spur of the moment and was very impressed by the service provided. My enquiry was followed up within 24 hours and the advisor asked pertinent questions about my/our status and suggested three potential companies. I contacted all three, my wife and I had initial consultations with two and we finally decided on one, which is now our Wealth Manager. The service seems to be exactly what it 'says on the tin' and we are pleased with the advice received.
A Perfect Introduction
When I called findaWEALTHMANAGER.com, my expectations were not high but the response was immediate, several suitable matches were instantly suggested and in turn, their follow up was also very quick. The service continued through the first few months to ensure that I had been well looked after by my new wealth manager and I can recommend this site without reservation. Unlike other sites they send relevant promotional and research material but they do not bombard their clients with rubbish.
Worked well for me.
FAWM gave me three choices, all of whom I visited. I have been very happy with the decision I made.
A company that actually does "what it says on the tin"
I have always been frustrated when looking for a Wealth Manager as they have either not had the sophistication to meet my investment requirements or I haven't had sufficient funds to 'qualify as a criteria client'. Through findawealthmanager I was introduced to an investment professional who not only satisfied my objectives, but made me feel valued as a client. The process was slick and uncomplicated and a company I would recommend to anyone who is struggeling to find a good manager for their money !
Extremely useful site
Extremely useful site for finding a proffesional advise.
Simple, quick & highly effective.
Find A Wealth Manager is an excellent service. With my level of wealth I had no idea I could use a wealth manager but after visiting the site and filling out the simple forms I was put in touch with a manager. It was so easy - I just wish I'd done it years ago.
Very efficient and courteous service
I was very impressed with the service and the responsiveness of the wealth managers.The website was very user friendly and the information clearly laid out.
Great friendly service and very helpful!
findaWEALTHMANAGER.com was recommended to me by a friend. They have really helped me sort out my finances. Hugely knowledgeable and provide a great service. I have recommended them to all my friends.
I found findawealthmanager.com on line and they helped me find my best matched advisor
I found findawealthmanager.com on line and they helped me find my best matched advisor.
Simple to use, clear and very helpful
Found the site easy to navigate, informative, and very useful indeed. I'll definitely be recommending it to others.
Great concept - easy to navigate through the process.
Simple and easy to use. Simplifies a potentially complex process
Excellent service focused on my specific needs
Great platform, ideal for customised solutions
Fantastic website and service
The website was so easy to use and the wealth manager choices were spot on
Great service. user friendly and very professional
Very user friendly and professional. Highly recommend this service.
Without doubt the best comparative web site ever
In over forty years spent in investment banking this is without doubt the best comparative web site I have ever seen.The service provided by Find A Wealth Manager guides the user through the complexity of investment options and arrives at the best funds that are currently available in the market that are specifically tailored to each customer.A bespoke service that is unparralleled in today's global market.
Very straightforward
A great website - very clear and easy to use. I thought the service was excellent and I would highly recommend to anyone negotiating the often confusing world of wealth management!!
Great platform! Fantastic customer service and easy to use!
I have some direct investments in shares but given my increasing time constraints to keep up with financial markets, I have been looking for a professional manager to take care of these things for me from now.
I was recommended to this platform by a friend. All I can say is that the Find a Wealth Manager questionnaire was simple to follow and well structured, asking the right questions without being overwhelming. All it took was less than 5 minutes to fill out.
I was pleasantly surprised that I got a call back from a member of their team shortly after - they were very helpful and walked me through the follow-up process.
A Highly-recommended site for retail investors like me.
Thoroughly professional and easy to use
We live in an age where we're bombarded with messages about how we should be using our money and who is the best person to advise us how to do it, but finding the right adviser can feel like a lottery. This is an easy-to-use service that is independent, accessible to all and most importantly gives me a measure of comfort that I'm making informed choices about investment.
Dette er Trustpilot
Alle kan skrive en anmeldelse på Trustpilot. En anmeldelse er ejet af personen, som har skrevet den, og vedkommende kan derfor redigere eller slette den til enhver tid. En brugers anmeldelser bliver vist, så længe vedkommendes konto er aktiv.
Virksomheder kan bede deres kunder skrive en anmeldelse ved hjælp af automatiske invitationer. Denne type anmeldelser handler om reelle oplevelser og markeres "Verificeret".
Læs mere om andre typer anmeldelser.
Vi bruger en kombination af dedikerede medarbejdere og avanceret teknologi til at beskytte vores platform. Find ud af, hvordan vi bekæmper falske anmeldelser.
Læs om anmeldelsesprocessen på Trustpilot.
Hér finder du 8 tips til at skrive anmeldelser.
Verificering kan være med til at sikre, at det er rigtige mennesker, der skriver de anmeldelser, du læser på Trustpilot.
Det kan påvirke TrustScoren, når man tilbyder incitamenter i bytte for anmeldelser, eller når man kun spørger bestemte kunder, og det er imod vores retningslinjer.
