Wealth Management
If you have substantial savings, investments or property, a chartered wealth manager will build a long-term plan around your goals.
- ✓FCA-authorised partners only
- ✓Free, no-obligation introduction
- ✓Most clients contacted within 2 hours
How it works
Submit your enquiry
Tell us what you need in 60 seconds.
We match you
We pair you with a wealth management specialist who fits your situation.
A specialist calls
Usually within two hours during business hours.
Why use Financial Fred for wealth management?
Bespoke planning
A plan that covers tax, investments, retirement and legacy together.
Tax efficient
Use ISAs, pensions and allowances to keep more of what you earn.
Chartered partners
We refer to chartered or certified financial planners only.
Frequently asked questions
Yes. There is no cost to you. Financial Fred is paid by partner firms when we make an introduction.
Most people are contacted by a specialist within two hours during UK business hours, and the next working day if submitted in the evening.
Every partner we work with is FCA-authorised. We verify FCA registration before any firm joins our panel.
No. Your enquiry is matched to one suitable specialist at a time. You can read full details in our privacy policy.
Not at all. The introduction is free and entirely no-obligation. You are under no pressure to take any product.