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Wealth Manager Finder

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

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.

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Request A Callback From Vetted Wealth Managers

Wealth Managers Account Types Services CEO Interview More Info
Partners Wealth Management

Partners Wealth Management

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James Roberts Partners Wealth Mangement

James Roberts, Founder Interview

Request Callback

PWM Reviews

JM FINN

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Steven Sussman CEO Interview Request Callback

JM FINN Reviews

Hargreaves Lansdown

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Chris Hill CEO Interview Request Callback

HL Reviews
7IM

Seven Investment Management

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Justin Urquhart Stewart Co-Founder of 7IM Justin Urquart Stewart Interview Request Callback

7IM Reviews

CEO Interview
Addidi

Addidi

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Anna Sofat addidi wealth management Anna Sofat Interview

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Addidi Reviews

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What Services Do Wealth Managers Offer?

General Wealth Advice
Whether you need advice on retirement, investment or general financial planning, connect with hand picked wealth managers.
Tax Planning
Make sure you are not overpaying on tax with expert financial planning and struture your wealth in the most tax efficient way possible.
Consolidation or Expansion
Consolidating your financial accounts into one relationship that can help make things simpler or diversify your wealth through multiple advisors.
One Off Advice
Get matched with a top-rated wealth managers and independent financial advisors in your area or from national firms.
Switch Wealth Managers
Are you one of the one-third of clients that plan to switch wealth management providers over the next three years?
Retirement Planning
Retirement planning is important part of your financial investments. The earlier you start planning your pension, the easier it will be to create the retirement you want.

Why Compare With Good Money Guide?

"We have two decades experience in the investment industry and through our network of experts, analysts, comparison tools, guides, news, reviews and interviews are able to connect investors to the most appropriate brokers and financial service providers."

Richard Berry, Founder