Your wealth manager matches are ready.
ENQUIRY RECEIVED
FCA Approved Firms We match you with the right wealth manager, for FREE, so you can make better use of your money.
YOUR MATCHES ARE READY
Based on the information you’ve provided, we’ve selected two FCA-authorised firms that could be a good fit for you.
Fairview Financial Management
The team at Fairview Financial Management specialise in working with people planning for retirement or already retired, business owners, high-earners and people going through a major life event like divorce, redundancy, bereavement and advising those that have a lump sum from an inheritance, sale of a business or windfall. We’re also a whole-of-market mortgage broker with a particular specialism working with first-time buyers, self-employed people and company owners, and arranging high-value mortgages. With over 200 verified reviews online, we pride ourselves on making a genuine difference to the lives of our clients.
SERVICES OFFERED
- Critical illness
- Financial Planning
- Income in Retirement
- Income protection
- Insurance & Protection
- Investment Management
- Life insurance
- Mortgages
- Pension Consolidation
- Pensions and Retirement Planning
- Tax / Inheritance Tax
- Trusts
Lathe & Co Wealth Advisors
At Lathe & Co we consider ourselves a different breed of financial advisers. From the way we work to the culture of our team, we are proud to be different. Truly Independent We have no sponsorship from asset managers and no affiliation with any networks, consolidators, or tied businesses. Instead, we consider the whole market and entire investment universe. So you know our advice is based on nothing other than what’s in your best interest. This is something we like to shout about. Preferential Access Because of our relationship with our research partner, our clients are able to access funds […]
SERVICES OFFERED
- Critical illness
- Financial Planning
- Income in Retirement
- Income protection
- Insurance & Protection
- Investment Management
- Life insurance
- Pension Consolidation
- Pensions and Retirement Planning
- Tax / Inheritance Tax
- Trusts
WHAT HAPPENS NEXT
One of our experts will give you a quick call within 1 hour during working hours (8am-6pm) to check you’re happy with your matches and answer any questions. We’ll then arrange for the firms to contact you directly.
If you're not available within the next hour, please choose a time that suits you
Our experts
Lara Clarke
Director
Finn Harrod
Client Relations
Lee Goggin
Co-Founder"
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