Compare Wealth Managers offers clients an impartial and unintimidating route to finding a wealth manager through a combination of bitesized education articles, a tailored online questionnaire, and a phone-based consultation where we recommend up to three wealth management or private banking firms from our expert panel. We have carefully selected a portfolio of partners including investment management companies, integrated wealth management firms (financial planning and investment management), private banks, and offshore specialists who, together, offer our clients a full spectrum of financial services.

We limit the number of partners on our panel to enable us to build an intimate working knowledge of their propositions, their people, and their target market whilst providing exceptional choices to our clients.