There is no shortage of discretionary wealth managers out there who want your clients’ money.
But now Citywire is offering you the chance to put your views to work to find out which of them really deserve it.
The Citywire Wealth Manager Regional Stars Awards will enable financial planners to pick the wealth managers in their region who have delivered. It just takes a moment to vote but you will be able to rate discretionary managers on the quality of their service and the investment proposition they offer.
Seven regional stars will be chosen from across the UK. In my time on the road, I have heard lots of stories about the good, the bad and the downright ugly of discretionary investment management. Some of you have received exceptional service, and others outrageous service. Now is the time to put your vote to work to separate the best from the rest.
It’s a very short survey, but your input is paramount as you’re the only ones who really know what's what.
To nominate your favourite firm
For your efforts, you will be entered into a prize draw to win some John Lewis vouchers.