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Your wealth manager matches are ready.

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ENQUIRY RECEIVED

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We match you with the right wealth manager, for FREE, so you can make better use of your money.

2.

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.

Lathe & Co Wealth Advisors

London
£100,000+

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

Lync Wealth Management

London
£100,000+

Lync Wealth Management was formed out of a collective of high quality businesses that were acquired nationally. Black Lion is now part of Lync and was formed in 2018, managing tens of millions of pounds.

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
3.

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

Lara Clarke

Director
Finn Harrod

Finn Harrod

Client Relations
Lee Goggin

Lee Goggin

Co-Founder
Trustpilot

"

“The experience was excellent, Lara contacted me following up on recommendations from the site. The output from the site was a really helpful start but the discussion with Lara was exceptional. She quickly grasped what we were trying to achieve and had deep knowledge of the WM firms which she used to help select the right shortlist for us. She stayed engaged and supported as we met each of them and concluded who we would work with. Thank-you!”

Nick D

“Finding a "wealth manager" is rather an intimidating experience. Where do you start? Well, thanks to Lara's helpful guidance, I'd say you'd do well to start here. It's so common for these advisory services to give the impression that they're trying to palm you off with someone, anyone, as quickly as possible. The impression I got here, however, was precisely the reverse. Highly recommended.”

Richard H

“I needed help in selecting an investment manager following the sale of our house. Lee was extremely helpful and introduced two different managers. He kept in touch throughout the whole process and his experience and assistance was invaluable.”

John W

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