findaWEALTHMANAGER.com Anmeldelser 

65
TrustScore 5 av 5

4,9

Vi bekrefter ikke spesifikke uttalelser siden en forfatters mening er hens egen, men vi kan merke en anmeldelse som "bekreftet" når vi kan bekrefte at det har vært kontakt med virksomheten. Mer informasjon

For å beskytte plattformens integritet vil alle anmeldelser på plattformen—bekreftet eller ikke—bli undersøkt av vår automatiserte programvare (tilgjengelig hele døgnet). Denne teknologien er designet til å identifisere og fjerne innhold som bryter med retningslinjene våre, deriblant anmeldelser som ikke er basert på en faktisk erfaring. Vi vet at vi ikke kan fange opp alt. Hvis du tror at vi har gått glipp av noe, kan du rapportere det. Mer informasjon

Se hva andre synes

Vurdert til 5 av 5 stjerner

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... Vis mer

Vurdert til 5 av 5 stjerner

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... Vis mer

Vurdert til 5 av 5 stjerner

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... Vis mer

Selskapet har svart

Vurdert til 5 av 5 stjerner

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... Vis mer

Informasjon om virksomheten

  1. Investeringstjeneste
  2. Pensjonsfond

Om findaWEALTHMANAGER.com

Skrevet av virksomheten

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.


Kontaktopplysninger

4,9

Enestående

TrustScore 5 av 5

65 anmeldelser

5 stjerner
4 stjerner
3 stjerner
2 stjerner
1 stjerne

Ingen tidligere historie av å be om anmeldelser

Denne virksomheten har ikke oppfordret kundene i det siste, og anmeldelser er derfor kanskje ikke representative

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4,9

Alle anmeldelser

(65)

3 anmeldelser i de siste 12 månedene

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Virksomhetene kan ikke betale for å skjule eller tilby belønning for anmeldelser på Trustpilot. Anmeldelser er meningene til individuelle brukere og ikke Trustpilot. Mer informasjon

Vurdert til 5 av 5 stjerner

very happy with the service

For someone (me) who knew very little about how to get help, this service made it easy, and did a lot of the work for me. Set up a few discussions and enabled me to talk to potentail providers, and ensured that they took me seriously. Super service! They got a commission for this, I got transparency on it, and I can say it was well-earned.

8. september 2020
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

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

14. september 2015
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

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.

19. april 2015
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

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.

18. april 2015
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

Worked well for me.

FAWM gave me three choices, all of whom I visited. I have been very happy with the decision I made.

17. april 2015
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

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 !

16. november 2014
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

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.

2. november 2014
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

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.

30. oktober 2014
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

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.

27. oktober 2014
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

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!!

27. oktober 2014
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

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.

27. oktober 2014
Anmeldelse skrevet uten oppfordring

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