Find Your Perfect Wealth Manager in 4 Simple Steps
Completely free, no obligations, takes less than 10 minutes
Search & Filter
Find firms that match your needs
Use our powerful search and filtering tools to narrow down 600+ wealth managers based on:
- Minimum Investment: Filter by what you can invest (£50K - £5M+)
- Specializations: ESG, retirement, tax planning, etc.
- Location: Find firms in your area or offering remote services
- FCA Verification: Filter for verified firms only
Compare Profiles
Review detailed firm information
Each firm profile shows you everything you need to make an informed decision:
- Transparent Fees: AUM percentage, fixed fees, or hourly rates
- FCA Verification: Registration number and status
- Specializations: What they're experts in
- Experience: Years in business, AUM, team size
Submit Inquiry
Connect with firms you like
Our qualification form helps firms understand your needs before the first call:
- Asset level and investment timeline
- Financial goals (retirement, growth, income, etc.)
- Preferred communication method and availability
Your information is only shared with firms you explicitly contact. We never sell your data.
Inquiry Submitted!
Smith Wealth Partners will contact you within 24-48 hours to schedule a consultation.
✉️ Confirmation email sent
📞 Expect a call within 1-2 days
📅 Free initial consultation
Get Connected
Firms contact you directly
After you submit your inquiry:
- ✓Immediate confirmation: You'll receive an email receipt
- 24-48 hour response: The firm will reach out to schedule a consultation
- Free initial meeting: Most firms offer complimentary consultations
- No obligation: You're free to interview multiple firms before deciding
Ready to Find Your Wealth Manager?
Browse 600+ FCA-verified firms and start comparing today
Start SearchingGrow Your Practice with Qualified Leads
Get in front of investors actively seeking wealth management services
Create Your Profile
Sign up and complete your firm profile with:
- • FCA registration number
- • Fee structures and minimums
- • Specializations and services
- • Team photos and firm logo
Approval typically takes 24-48 hours
Get Discovered
Investors find you through:
- • Search results based on their criteria
- • Specialization filtering
- • Location-based matching
- • Premium placement (Enhanced/Premier)
60-90% of leads convert to consultations
Receive Qualified Leads
Pre-qualified investors contact you with:
- • Verified asset levels
- • Clear financial goals
- • Investment timeline
- • Contact preferences
Leads delivered instantly via email & dashboard
Why Partner With Us?
Targeted Investor Matching
Only receive leads that match your minimum investment and specializations. No wasted time.
No Commission on AUM
Flat monthly fee. We don't take a percentage of your revenue or AUM. Clients are 100% yours.
Analytics Dashboard
Track profile views, lead conversion rates, and benchmark against competitors (Enhanced/Premier).
FCA Verification Badge
Build trust with the green "FCA Verified" badge prominently displayed on your profile.
Ready to Grow Your Client Base?
Join 600+ wealth managers connecting with qualified investors