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Your wealth manager matches are ready.

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.

PRG Financial Planners

Uxbridge
£100,000+

PRG Financial Planners Limited is dedicated to delivering first class financial advice and doing so in the manner that is most appropriate and convenient to clients. Our advisers are focused on providing the right advice and solutions for their clients, both individuals and businesses. They operate across all markets, from wealth management and retirement planning advice through to dealing with your property, wealth and personal and business protection needs.

SERVICES OFFERED

  • Critical illness
  • Final Salary Pensions
  • Financial Planning
  • Income in Retirement
  • Income protection
  • Insurance & Protection
  • Investment Management
  • Life insurance
  • Mortgages
  • Pension Consolidation
  • Pensions and Retirement Planning
  • Tax and IHT
  • Trusts

Quilter

£100,000+

Quilter is one of the UK’s leading wealth managers. We’re here to help you to plan and manage your finances, enabling you and your family to live the life you want. We have a long and successful history of guiding customers through all kinds of markets. We can help you grow your investments and ensure you have the financial support you need for each stage of your life. We’re here to help you have a brighter financial future.

SERVICES OFFERED

  • Critical illness
  • Financial Planning
  • Income in Retirement
  • Income protection
  • Insurance & Protection
  • Investment Management
  • Life insurance
  • Pension Consolidation
  • Pensions and Retirement Planning
  • Tax and IHT
  • 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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