Wealth Manager Finder

Use our comparison service to find a wealth manager that best fits your investment objectives

"Finding the right wealth manager depends on so many different factors. Complete our interactive form with your requirements and we'll match you with the most appropriate expert and local wealth managers."

Richard Berry, Founder

General Wealth Advice
Tax Planning
Consolidation or Expansion
One Off Advice
Switch Wealth Managers
Retirement Planning

How Does It Work?

Get proposals either from wealth managers or use us as a middle man to remain anonymous before making contact

1. Tell Us About Your Requirements

Complete our confidential interactive wealth manager finder form.

2. Get Matched To Wealth Managers

Matched wealth managers will send a proposal based on your requirements for your review.

3. Connect & Get Set Up

Once you have compared wealth manager options, choose the most appropriate to move forward with.