Thank you for completing our questionnaire!
Based on the data you have provided, our system has matched you with 3 suitable firms.
We will pass on your details to the financial advisers listed below, and they will be in touch with you directly.
We have carefully selected these advisers based on your needs, and they’re fully FCA-regulated with experience helping clients just like you.
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
- Insurance & Protection
- Investment Management
- Pensions and Retirement Planning
- Tax / Inheritance Tax
- Trusts
Axtru Wealth
Axtru Wealth is a relationship-led wealth management and financial planning specialist that tailors solutions to meet your, your family’s and your businesses financial goals and needs. With more than 28 years’ experience of providing pragmatic and generational financial advice to a diverse range of clients, specialisms include working with: Axtru Wealth works with clients across the United Kingdom.
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 / Inheritance Tax
- Trusts
Quilter Main
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
This is How our Free Service Works
1
We will automatically connect you to the 3 firms that our smart tool has identified as best suited to your needs.
2
The key financial information you have provided through our questionnaire are encrypted, securely stored, and kept confidential.
3
Each adviser will contact you to arrange a no-obligation meeting, helping you explore the best financial solutions for your situation.
Now get prepared
Our aim is to help you navigate through the jargon and hear-say to get to the service providers who best serve your needs, quickly and efficiently.
Before you go to the next stage of discussing your requirements with us, have a read of our free downloadable guide about interviewing wealth managers.
This guide will start to highlight some of the subtleties around what the companies offer, and more importantly how you can use that information to your advantage.
We understand inertia, fear of the unknown or a simple desire to avoid hassle. That’s why we are here to help – to simplify and smooth the process of finding a better solution. We look forward to talking with you.
Lee Goggin
Co-Founder
How to interview a financial adviser
This guide outlines how to interview prospective wealth managers and/or financial advisers so you can quickly find out everything you need to know and make truly meaningful comparisons between providers.