Compare Wealth Managers - London

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

Diana K.

I came across Paul Dredge and Compare Wealth Managers when looking to competitively evaluate my current wealth management company. Paul saved me the job of having to evaluate prospective firms, by introducing me to companies already vetted by CWM. The companies Paul put forward were professional, expert and engaging, and each conducted a full assessment of my needs and desired outcomes. The final two delivered robust proposals which exceeded my expectations and either company would have made an excellent choice. I’m now in the process of transferring my investments across to the chosen firm. Paul provided me with great options, monitored progress and was a very useful sounding board at the time of decision-making. A great find! Thank you, Paul.

K R.

I had excellent service over many years from my previous wealth manager however, following a takeover and numerous staff departures, service levels went rapidly downhill and my stress level kept rising. My search for a new company proved extremely frustrating. I spent hours on the internet getting nowhere. However I then chanced upon comparewealthmanagers. Initially, frankly, I was somewhat suspicious thinking there must be a catch somewhere but Rory proved to be an absolute Godsend.
He has detailed knowledge of this arena. He took time to understand my needs which are complicated by the fact that I report tax in two countries which has significant impact on investment strategy. He put me in touch with firms that have exactly the sort of niche expertise I was looking for. After each meeting he followed up to discuss feedback. There was no ‘selling’ or attempts to push me in a particular direction. I was so lucky to have found Rory when I did and I have no hesitation in recommending this company.

Neil F.

I had an excellent experience working with Rory at Compare Wealth Managers. He provided invaluable assistance in identifying potential wealth management teams tailored to my specific needs. Rory's recommendations were insightful and well-informed, allowing me to conduct a comprehensive and detailed review of my options over several months.

Ultimately, I chose one of the firms he suggested, and Rory's professionalism, patience, and in-depth understanding of the industry made the entire process seamless. I highly recommend Compare Wealth Managers to anyone looking for expert guidance in selecting the right wealth management team.

Mike D.

Rory of CWM spend some time understanding my needs and ultimately suggested 2 wealth mangers to me . I spent some time talking to both and ultimately chose one which I am now signing up with.
Rory has stayed in touch with me during the months it has taken me to make a decision all without any charge to myself and with no pressure.
He clearly knows the industry very well and when I saw in the press of some management changes at my selected manager, he was well aware of the situation and able to put my mind at rest.
I commend anyone to Rory who is trying to fight their way through the Wealth Management Minefield as he will provide you with good advice.

Phil P.

I've worked in and around the comparison industry for many, many years - and there are many very well known ones - mainly due to their annoyingly repetitive advertising! So you can forgive me for being a bit cynical when I gave these guys a call. However, I could not have been more pleasantly surprised.

In keeping with many of the companies they represent, the service is very personal. I dealt with Rory (Scott), one of the founders. Far from having what I would describe as a "founder mentality", Rory was incredibly personable, honest and forthright in our discussions. I found his advice both useful and trustworthy - despite not having known him for that long.

Even when I ended up opting for a provider who is not on his site, he nevertheless gave me time and honest opinion. A truly refreshing change - as was at least one of the providers he recommended.

Highly recommended if you're looking for a new wealth management provider!

Richard L.

I was pleasantly surprised with the hands on approach and expertise provided by Rory in finding my wealth manager. His experience in the market and the fact that CWM shortlist high quality managers for consideration, takes a lot of the pain and uncertainty from the process.

Dave

Tl;dr: excellent service which I have no hesitation in recommending to friends.

My wife and I decided to organise our finances a bit and had been in touch with some of large Financial Advisors from our bank and related big companies. We had essentially zero previous experience with dealing with financial advisors. Just as a sort of "due diligence" last step, we decided to search around to try and find some other IFAs, and found Compare Wealth Managers.

After filling out CWM's short enquiry form, we had a call with Rory where we chatted over what we were looking for. He was friendly and knowledgeable and suggested a couple of options for IFAs who had offices near our location (we're in Scotland) who could help us. We're now in the final stages of signing up with one of those and we're very happy about it - they've turned out to be a far better fit for us compared to the earlier financial services we were talking with.

In terms of what to expect, for us the process was roughly as follows: fill out a form with basic details; CWM give you a call or if you miss that, a mail. We scheduled a meeting with Rory (I think it was around 30 - 60 mins, but we were also chatting a lot 😀) where he gathered some more details in order to narrow down who to put us in touch with (Rory was very clear that we only needed to provide information we were comfortable sharing). At the end of the call, and with our explicit permission, he passed our details over to the recommended IFAs. After that we dealt with the IFAs in order to choose one. Finally, Rory followed up with us some time later to check if everything had gone well, and if we needed any further assistance. All very smooth, professional and personal.