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Compare Wealth Managers
Financial Services
London, Wimbledon 799 followers
Your independent and unbiased Wealth Manager comparison service. Impartial, comprehensive advice tailored to your goals.
About us
Save time, money and stress – let us find your new financial adviser or wealth manager for free! Compare Wealth Managers guide you through the world of financial advice & wealth management, helping you demystify the world of wealth. Finding helpful, impartial advice on your finances can feel like looking for a needle in a haystack. With so many options to choose from, it’s hard to know where to begin, how to unravel all the jargon, and who is best placed to help. That’s where we come in. After two decades of working with wealth management providers: large, small, niche, UK based, International, the list goes on… we know this world inside out. We can simplify and explain the services they offer and find the right partner to suit your needs. What do we do and how do we do it? Compare Wealth Managers offers an impartial and unintimidating route to finding a Wealth Manager through a combination of bite-size education and a tailored online questionnaire that, coupled with a specifically tailored algorithm identifies the three Wealth Managers best suited to your needs. Using our many years’ of customer service experience, we also offer phone-based support to further understand your circumstances and the suitability of the Wealth Managers selected. We have carefully selected a portfolio of Wealth Manager partners to work with who, together, offer the full spectrum of services they include DFMs, integrated Wealth Management firms, Private Banks and Family Offices. What makes us different? Simply: Our service. We have created our company to aid people from all walks of life by making wealth planning more accessible to the uninitiated or more effective to those who are. What can we help with? - Financial advice - Retirement planning - Investment management - Tax and inheritance planning - Private banking - Wealth management - Selling a business efficiently
- Website
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https://comparewealthmanagers.com/
External link for Compare Wealth Managers
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- London, Wimbledon
- Type
- Privately Held
- Founded
- 2020
- Specialties
- Comparing Wealth Managers, Finding A Wealth Manager, Changing Wealth Manager, Business Sale, Pensions, Tax and Inheritance Planning, Home Equity Release, Investment Property, Investment Portfolio, Significant Cash Savings, Finding a Financial Advisor, Financial Well-Being, Private Banking, Retirement Planning, Best Wealth Management Firms, Wealth Management, and Money
Locations
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Primary
265-269 Wimbledon Park Road
London, Wimbledon SW19 6NW, GB
Employees at Compare Wealth Managers
Updates
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Have you ever thought about giving your finances a luxury treatment? The Sunday Times has recently announced that we are one of the top 10 ways to enhance the luxe factor in your life. As an award-winning financial support company, we approve their selections and are thrilled to have been recognised as one of them. You can view the complete list here 👉 https://lnkd.in/ddNqptiD You can also try our services for free at https://lnkd.in/d6QZtbb #financialadvice #finances #wealthmanagement #wealth
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To conclude our celebration of #WorldEntrepreneursDay this week, we've been thinking about how entrepreneurs can safeguard themselves and their businesses when selling. You can find everything you need to know about Business Protection in this article 🎯 #entrepreneur #sellingyourbusiness #businesssale #wealthmanagement #financialplanning #businessprotection
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We are continuing to celebrate #WorldEntrepreneursDay by providing useful information for entrepreneurs in the process of selling their business. As an entrepreneur, you have dedicated countless hours, energy, and resources to building your business. However, if the time comes to part ways with what you have created, it's important to be aware of all the steps involved in exiting your business. Have you covered all the bases? We have created a guide to help you navigate the process of selling your business.
Selling your business: What to be aware of whilst selling
Compare Wealth Managers on LinkedIn
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#WorldEntrepreneursDay was established on August 21, 2010, by the United Nations to highlight the crucial role of entrepreneurship in fostering sustainable economic development and alleviating poverty. World Entrepreneurs' Day has transformed into a global celebration that unites entrepreneurs from across the globe to share their stories, exchange ideas, and motivate others to pursue their entrepreneurial dreams. Many #entrepreneurs who have successfully expanded their companies may consider retiring or devoting themselves to their next great idea, but still hope for their first project to continue to shine under new leadership. They might think about selling their business as an opportunity for the company to carry on without them. If you are an entrepreneur who is constantly evolving and developing new things, this article is for you.
Selling your business: How to prepare for the exit
Compare Wealth Managers on LinkedIn
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The UK is losing its millionaires to Dubai and Singapore, according to the Financial Times. In a new article, the FT highlighted that newer jurisdictions offer tax strategies to attract the super-rich. With the non-dom changes in the UK, many are already packing their bags for countries that offer "tax sweeteners" as well as citizenship or residency pathways, allowing them to save millions. Is there a way to minimize high taxes in the UK? There are several strategies to consider, including making pension contributions and planning for inheritance tax. The most effective approach to reducing tax burdens is to develop a comprehensive financial plan with the assistance of a professional adviser or wealth manager. Need help finding the right person? We may have just the right recommendation for you. You can read more about Tax Planning here https://lnkd.in/e27CqzJ5 You can also visit our website to learn more about our services 👉 https://lnkd.in/eAhgdJiF
Tax and Inheritance Planning
comparewealthmanagers.com
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With the #OlympicGames drawing to a close, the question of the cost and revenue of hosting such an event becomes more relevant. Will #Paris see the financial benefits covering the expenses? Suzy Waite wrote a great analysis for LGT Wealth Management. We will still need to wait a bit to see if the ROI meets the organizer's expectations🏅
As costs for hosting the Olympic Games have jumped, revenues only cover a fraction of expenditures. Cities invest billions to prepare for the influx of athletes and tourists, with spending going towards infrastructure and highly specialised sports facilities. While various impact studies before the Olympics indicate the benefits of this investment, research carried out after the Games show these remain dubious. As athletes from around the world compete at the Paris 2024 Olympics, Suzy Waite, Senior Investment Writer, takes a closer look at the economics of hosting the Games: https://bit.ly/3Al8Q6n #TheBrief #ParisOlympics #Paris2024
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There are around 12.5 million pet cats in the UK, and 29% of households own a cat. But how are cats connected to finances? On #InternationalCatDay 🐈, let's explore the pet industry 🐱🐶 🙀 The pet industry has experienced a 450% growth over the last 25 years. This growth is anticipated to continue and even accelerate in the upcoming years. 😼 The pet industry is projected to reach $358.62 billion by 2027, according to GlobeNewswire. Industry experts anticipate a 6% compounded annual growth rate in the pet industry over the next five years. This growth is being driven by technology, with microchipping, treadmills, cameras, and other gadgets becoming commonplace in many pets' daily lives. 😺 One-third of pet spending goes toward veterinarian care and products. According to the American Pet Products Association (APPA), pet owners spend $31.4 billion annually on their pets’ health. Why not invest in the industry? Sheena Berry, CFA, Equity Research Analyst at Quilter Cheviot Ltd, shared her views on the topic with us and provided some insights about investment opportunities in the sector. Learn more about investing in animal health here 👉 https://lnkd.in/eyUXTrrf #cats #dogs #pets #finances #financialadvice #wealthmanagement #investment
Investing in Animal Health
comparewealthmanagers.com
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A great insight into the current market landscape from one of our partners, Brooks Macdonald 👉 https://lnkd.in/dSUDVZxz #financialplanning #wealthmanagement #comparewealthmanagers #financialindependence #financialfreedom
Over recent years, high inflation and the resultant central bank interest rate hikes have heaped pressure on, but on AIM shares more than most. However, there is still much to be hopeful for in London’s market for smaller growing companies, despite this turbulence. Brooks Macdonald’s Head of AIM and Senior Investment Director, Ewan Millar, CFA, and, Investment Director, Joe Capaldi, CFA, use their expertise to explore why the AIM market continues to offer a compelling proposition, touching on: 📈 The impact of the new Labour government 📈 Potential growth driven by the valuation gap 📈 The outlook moving forward To gain full insight, you can read the full article here: https://lnkd.in/dSUDVZxz #AIMmarket #UKMarket
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Global markets have been in a steep decline since last Friday, creating uncertainty for many investors. According to BBC, the possibility of a US recession has caused widespread concern, with stock markets in Taiwan, South Korea, India, Australia, Hong Kong, and Shanghai all experiencing significant drops. Japan's Nikkei 225 has fallen by 12.4% or 4,451 points in the largest point drop in history. The impact has also been felt in the UK, where the FTSE 100 index in London fell by 2.8%, as well as in Paris, where the CAC-40 dropped by 2.5%, and in Frankfurt, where the DAX slid by 3.2%. Even though many experts are saying that this is not a recession, they noted that the economy is weakening. What does that mean for investors? In the face of adversity, turning to an investment manager or financial adviser can help us feel more certain about the future and help us develop strategies to overcome this hurdle. To learn more about the ways Compare Wealth Managers' services can help you navigate this uncertain world, please visit https://lnkd.in/d6QZtbb
Global markets were on Monday hit with a bout of severe tumult. What’s behind the sell-off? We explain. https://on.ft.com/46vJcrz
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