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Mail on Sunday Personal Finance Editor, Jeff Prestridge

Anna Bowes
Co-founder & Director
Savings Champion

Copyright Savings Champion 2017

A value checklist to help you choose or review your Wealth Manager

Are you getting truly independent and impartial advice?

  • Is your Wealth Managers income contingent on you investing into risk based assets when you could achieve your goals without risk?
  • Do you know the ‘hidden’ costs or what you’re paying your Wealth Manager in total?

This guide provides 8 essential questions you should be asking either your existing or your prospective Wealth Manager, to make sure that you get the best value from them.

Your Guide to Appointing a Wealth Manager

How can we help you?

"I use the best buy tables from www.savingschampion.co.uk which does not promote products on the basis of commission or commercial deals and has a genuinely helpful free helpline answered by experts."

Paul Lewis, Freelance Finance Journalist & Broadcaster, SAGA Magazine

Savings Champion’s offers a fee based Concierge Cash Management Service, take away the hassle of opening and managing your savings accounts. Giving clients access to an experienced savings adviser, an expert in finding the best way to maximise interest on your savings whilst keeping your money safe.

Cash Advice

And for those looking for help outside of cash, Savings Champion works with independent chartered financial planners – the ‘gold standard’ in financial planning.

Financial Planning

Speak to a Savings Expert:

0800 011 9705

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