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
Founded in 2012, findaWEALTHMANAGER.com is the UK's no. 1 Wealth Manager search website.
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
Efficiency & effectiveness re-defined
Totally agnostic, and they do all the work for you - right down to who to speak to in each firm. Right firm, right people, you take it from there. I saved in excess of 20,000 per annum in fees, and going forward I believe that I will also see improved returns.
26. oktober 2014
Uopfordret anmeldelse
Impressed!
Very friendly service and extremely helpful guidance (suited to my needs) for the appropriate introductions to meet my criteria. Thank you so much.
24. oktober 2014
Uopfordret anmeldelse
Nice and clean
Useful content with a nice clean asthetic. Managed to find the information I needed quickly and make the right connection, thank-you.
24. oktober 2014
Uopfordret anmeldelse
Great website, fab service!
I was looking for a wealth manager for the first time and didn't know where to start! Fortunately Find a Wealth Manager made everything incredibly quick and simple. I spoke to three companies, all of which seemed like good options to be honest, in the end I chose the one that I 'clicked' with the best.
It couldn't have been more straight forward.
24. oktober 2014
Uopfordret anmeldelse
Besvarelse fra findaWEALTHMANAGER.com
Thanks John - we are really pleased to have been able to help you in your search for a new wealth manager! Thanks for taking the time to review our service.
Lara Clarke
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.