Please enable JavaScript in your browser to complete this form. - Step 1 of 7Start by telling us what you need a wealth manager for:Why are you looking for a wealth manager? *I need help managing my overall wealthI want to improve the returns on my investmentsI want to switch to a better wealth managerI would like advice for retirement planningI've come into some money and need help managing itNot sure at this stageNextDo you know what sort of retirement planning you need help with?Do you know what sort of retirement planning you need help with? *Consolidating all my pensionsPlanning a steady incomeHelp with a final salary pension schemeNot sure at this stageNextHow much wealth do you need help with?How much wealth do you need help with? *Under £100,000£100,000 to £250,000£250,000 to £500,000£500,000 to £1,000,000Over £1,000,000Rather not say at this stageYou do not have to answer this question, however, it will improve your matches if you give a rough idea of how much an advisor needs to advise on.NextDo you have a wealth manager at the moment?Do you have a wealth manager at the moment? *YesNoWho is your current wealth manager? *We need this to exclude them from our results.NextWhat would you like to get from a wealth manager?What would you like to get from a wealth manager? *Income GenerationCapital GrowthSavings PreservationNot quite sure yetNextWhat is your postcode?What is your postcode? *We need this to match you to advisors in your area.NextYou've been match with three of our recommended wealth managers! To receive information from these selected wealth managers please enter your details below: After you complete this section you will be able to read reviews of suitable wealth managers and also be able to read and watch our interviews with the companies CEOs and founders so you can get an idea of the ethos of each firm. These relevant wealth managers will also be in touch to discuss your requirements. Your Full Name *Your email address *By adding your email you will NOT be added to any marketing lists. It will only be used for the wealth managers we partner you with.Your Phone Number *This will only be used for your selected wealth managers to contact youI give consent for the wealth managers the Good Money Guide selects to contact me by phone and/ or email to provide more information about their services. I understand that I can withdraw my consent to be contacted by informing the wealth managers.YesPlease note by submitting this form, you agree to be contacted by wealth managers we consider potentially appropriate based on your provided information. It is up to you to satisfy yourself that any particular wealth manager is suitable for your needs.Show me my matches
