Compare Wealth Managers

Photos

Reviews

1. Chris Wright ★★★★★

   We have been with the same wealth manager for years, and unhappy for a lot of that time, without any idea how we could make a change or what our alternatives were. I initially used Compare Wealth Managers' website as a source of information, but the subsequent conversations with them gave us huge confidence in their shortlist of options, and the viability of making a change. Their knowledge and support throughout the process was of the highest calibre. I would say if you are in any doubt, just get in touch and talk to them.

   almost 3 months ago
2. Philip Harrison ★★★★★

   I used Compare Wealth Managers to source a new company to look after my portfolio. Neil was very helpful in narrowing down three potential candidates and then it was up to me to pick the right one or look elsewhere. After many discussions I finally went with one of Neil's choices and look forward to a fruitful relationship. I would recommend CWM as a great starting point for anyone in the same position as me.

   almost 5 months ago
3. Paul Wardle ★★★★★

   Wanted some impartial advice on who to turn to in providing me with wealth Management advice for my Business and for myself and family. Rory provided me with a few alternative options and I met with them to decide who was going to be the best fit for what I was looking for. I would highly recommend using Compare Wealth Managers as they have certainly assisted me in my decision making process and introduced me to some very good people and firms

   almost 5 months ago

1. Christopher John ★★★★★

   I found Compare Wealth Management online when I didn’t know how to decide among the multiple companies out there, or how to work out who was better/worse. I feared a deluge of cold-calling, but instead had a very informative follow-up call with Rory Scott who is independent and knows the market and knows the individuals across the companies. The call helped him better understand what I was looking for, so he could recommend three wealth managers who, when I met them later, were clearly all good matches. After I met them, and was ready to make my choice, I had a follow-up call in case I had simply misunderstood something in my meetings, before letting the managers know. If not for CWM, I might still be working out the good and the bad ones, or at the very least, worried about my choices, and possibly regretting it for years to come.

   almost 7 months ago
2. Mike ★★★★★

   I came across this company via an online search and completed the brief questionnaire. Very quickly three wealth managers were recommended, which in itself was a blessed narrowing down of the endless options. But the real service came when Rory followed up with an email, then a phone call, then another and so on. He took the time to understand my situation and modified the initial recommendations accordingly. I met representatives from the three companies recommended, all of whom I liked enormously, and made my decision in a far more well-informed position than I would have without Compare Wealth Managers' support. At every stage I thought, this will cost me a commission, but actually it is the selected wealth manager that pays the commission, so the service is free to the customer. Highly recommended

   almost 7 months ago

FAQs