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.
Quilter
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 / 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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