ADVERTISEMENT FEATURE
don’t let inaction
cost you…
SWITCHING YOUR WEALTH MANAGER IS
EASIER THAN YOU THINK
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?
www.findawealthmanager.co.uk
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
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done for you. With over 50 wealth
manager partners in the UK, the
service is fast, free, an B6