findawealthmanager.com
Trustpilot

Your wealth manager matches are ready.

Final step! Please enter the verification code that we have sent to your phone number, to continue.

If you’re having trouble receiving the SMS, please reach out to the FAWM team for assistance.

ENQUIRY RECEIVED

badgeFCA Approved Firms

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.

Fairview Financial Management

Rayleigh, Essex
£100,000+

The team at Fairview Financial Management specialise in working with people planning for retirement or already retired, business owners, high-earners and people going through a major life event like divorce, redundancy, bereavement; and receiving a lump sum from an inheritance, sale of a business or windfall. We’re also a whole-of-market mortgage broker with a particular specialism working with first-time buyers, self-employed people and company owners, and arranging high-value mortgages. With over 200 verified reviews online,

SERVICES OFFERED

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

Advisor 4

London
£100,000+

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. […]

SERVICES OFFERED

  • Financial Planning
  • Investment Management
  • Mortgages
  • Pension Consolidation
  • Pensions and Retirement Planning
  • Tax and IHT
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

Featured in:

The Telegrapgh Wall Street Journal Financial Times

Request for call  Request a call back