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.
Amicus Wealth
Amicus came into being because we believe in a refreshingly different approach to financial planning (and our clients agree). Fundamentally, we believe it’s about making sure your money can help you to do the things you want to. Our aim is to be seen as a highly professional and experienced City firm, providing leading edge, yet proven solutions for our clients – delivered in a relaxed and friendly style. Most of our clients prefer to see us at our offices in Moorgate, London. That said, we also can visit them at their place of work or via video.
SERVICES OFFERED
- Final Salary Pensions
- Financial Planning
- Income in Retirement
- Investment Management
- Pension Consolidation
- Pensions and Retirement Planning
- Tax and IHT
- Trusts
Netwealth
Netwealth is a UK-based wealth management company that provides a modern, award-winning investment and financial planning service, delivered by an established team of industry experts at substantially lower fees. We are based in central London and our senior team is led by former Goldman Sachs and J.P. Morgan executives. The firm combines the best elements of a superior discretionary service with all the benefits of a technology enhanced approach. We have brought together a highly qualified team, a robust investment framework and a comprehensive offering. The entire Netwealth experience can be accessed online via powerful financial technology or, for those […]
SERVICES OFFERED
- Financial Planning
- Income in Retirement
- Investment Management
- Pensions and Retirement Planning
- Tax and IHT
- 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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