About us
Good advice should be easy to find
Finding a financial adviser used to mean a recommendation from a friend, a search engine and a lot of hope. We built WealthWise Connect to do that work properly, for anyone.
Why we exist
Removing the effort from finding the right adviser
The UK has thousands of financial advisers, and most of them are good at something in particular. The difficulty is knowing which one suits you: your stage of life, the question you're asking, the size and shape of what you have, and the way you like to work with people.
Our team's backgrounds span banking, wealth management, independent financial advice, pension providers, insurance, business asset finance and venture capital. That mix means we understand both sides of the conversation: what you're trying to achieve, and how each adviser in our network works. We use it to make one good introduction rather than three guesses.
We take a long-term view. The right adviser is one you'd still be glad to have in ten years, so we match on fit as much as on expertise.
How we work
Four things we hold ourselves to
We introduce. We don't advise.
WealthWise Connect is not authorised or regulated by the FCA and never gives financial advice. The advice, and the responsibility for it, comes from the regulated adviser we introduce you to.
Every adviser is checked.
FCA-authorised, qualified to at least Level 4, and reviewed regularly. You receive each adviser's registration details before you speak so you can verify them yourself.
No minimum, no pressure.
We believe everyone deserves access to high-quality advice, not only people with large portfolios. Your consultation is complimentary and you're never under any obligation.
Your details stay with us.
We share what you tell us only with the adviser we introduce you to, and only so they can prepare. We don't sell data and we don't pass it around.
Our network
From local IFAs to international firms managing over £1bn
We have long-standing relationships with the advisers we work with, so we know how each of them works and who they work best with. Our expertise is matching each situation and set of goals with the adviser best placed to help.
Where we are
London and East Yorkshire, working UK-wide
Our head office is in the City of London and our northern hub is in Hull. Consultations are held on Microsoft Teams, so where you live never limits who we can introduce you to.
Ready when you are.
Choose a time for a complimentary video call with an adviser who suits your situation. No obligation.