Business + Finance + Law

Don’t let inaction cost you….switching your wealth manager is easier than you think

Lee Groggin

Most of us have switched banks many times in our lives. Some will even do it every six months to chase the latest deal. But far fewer of us ever switch wealth manager, whether financial advisor, private bank or investment manager.

‘It takes too long.’ ‘It’s a hassle.’ ‘I’ve known my advisor for years.’ You might have any of these reasons for staying put, but if your wealth manager isn’t the right fit for you and your portfolio is underperforming, not taking action could prove costly.

If you don’t think changing is right for you, ask yourself how you really feel about your current wealth manager:

  • Do you get the time and attention you deserve?
  • Do they understand your financial priorities?
  • Are their fees competitive? (do you even really know what you’re paying?)
  • How do your investment returns compare? is an award-winning online comparison service which finds your top three wealth managers and has them compete for your business.

It’s hassle-free and ensures that you get the best deal, from the institutions that match your profile.

There’s no need for hours of research, the hard work has been done for you.  With over 50 wealth manager partners in the UK, the service is fast, free, and completely independent.

If you’re ready to make a change, complete the 2-minute questionnaire now at and get connected to the best professionals for your requirements.

You worked hard to build your wealth, and your wealth should work hard for you. What’s standing between you and financial freedom?

Do you have specific questions regarding the industry, your wealth planning or suggested topics you’d like me to write about? Get in touch: Lee Goggin, Co-Founder,
Alpha House, 100 Borough High Street, London, SE1 1LB

+44 (0) 207 193 5691

Find A Wealth Manager is an Appointed Representative of Talbot Capital Limited which is authorised and regulated by the Financial Conduct Authority

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