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
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
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
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
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
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
Alpha House, 100 Borough High Street, SE1 1LB, London, Storbritannia
- +44 (0) 207193 5691
- ukteammail@findawealthmanager.com
- findawealthmanager.com
4,9
Enestående
65 anmeldelser
Ingen tidligere historie av å be om anmeldelser
Denne virksomheten har ikke oppfordret kundene i det siste, og anmeldelser er derfor kanskje ikke representative
Slik bruker virksomheten Trustpilot
Se hvordan anmeldelsene og vurderingene deres innhentes, vurderes og modereres.
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.
27. oktober 2014
Anmeldelse skrevet uten oppfordring
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
Anmeldelse skrevet uten oppfordring
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
Anmeldelse skrevet uten oppfordring
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
Anmeldelse skrevet uten oppfordring
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
Anmeldelse skrevet uten oppfordring
Svar 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 gi tilbakemelding på Trustpilot. De som skriver en anmeldelse, har rett til når som helst å redigere og slette den. Enhver publiserte anmeldelse er synlig så lenge en tilknyttet konto er aktiv.
Vi har et eget team og smart teknologi som beskytter plattformen vår. Finn ut hvordan vi motvirker falske anmeldelser.
Lær om anmeldelsesprosessen på Trustpilot.
Verifisering kan bidra til å sørge for at anmeldelsene du leser på Trustpilot, er skrevet av faktiske personer.
Det kan gi en skjev TrustScore å tilby belønning for eller be bare enkelte kunder om å skrive en anmeldelse, og dette går imot retningslinjene våre.