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
Review by Oenni4 years ago
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.
Review by EldestGeek4 years ago
FAWM gave me three choices, all of whom I visited. I have been very happy with the decision I made.
Review by Jigga4 years ago
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.
Review by Trael5 years ago
I found findawealthmanager.com on line and they helped me find my best matched advisor.
Review by Fumihiko5 years ago
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.
Review by Watling5 years ago
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.
Review by Muzammal5 years ago
I was very impressed with the service and the responsiveness of the wealth managers.The website was very user friendly and the information clearly laid out.
Review by Yarelys Bhartia5 years ago
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!!
Review by NameBob5 years ago
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.
Review by Krostel5 years ago
Very friendly service and extremely helpful guidance (suited to my needs) for the appropriate introductions to meet my criteria. Thank you so much.
Review by Gblb5 years ago
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.
Review by Jeanette5 years ago
Very user friendly and professional. Highly recommend this service.
Review by Locinn5 years ago
Extremely useful site for finding a proffesional advise.
Review by Leeshay Derrow5 years ago
Useful content with a nice clean asthetic. Managed to find the information I needed quickly and make the right connection, thank-you.
Review by Keney5 years ago
Great platform, ideal for customised solutions
Review by Jride5 years ago
findaWEALTHMANAGER was easy to use and delivered great results. My investment portfolio is growing through sound advice and effective management. Thoroughly recommended.
Review by Nelfa5 years ago
I can fully recommend findawealthmanager.com !
Review by Stunner Charouz5 years ago
Found the site easy to navigate, informative, and very useful indeed. I'll definitely be recommending it to others.
Review by Noyonb5 years ago
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.
Review by Corinnadubai5 years ago
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.
Review by Akuma5 years ago
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 !
Review by HHa5 years ago
The website was so easy to use and the wealth manager choices were spot on
Review by TheAnaycano5 years ago
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.
Review by Kvell5 years ago
Simple and easy to use. Simplifies a potentially complex process
findaWEALTHMANAGER.com is rated 5.0 based on
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Alpha House, 100 Borough High Street