The Wealth Consultant

Listique’s Recommendation

A commitment to clients, integrity, loyalty, operating lawfully, and professionally. These are the values that founder Alex MacEwen looks for in wealth managers who are seeking to join The Wealth Consultant. Having spent 12 years at BlackRock managing relationships with wealth managers throughout the UK, Alex has an intimate knowledge of the leading firms and individuals within the Wealth Management sector. When you’re matched with a wealth manager you can guarantee that they would be someone that Alex respects, recommends and whose advice he would seek. Matching each client to a wealth manager suited to their needs, The Wealth Consultant offers a bespoke service that saves you time and empowers you to take ownership of your financial well being.


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About The Wealth Consultant

One of the most important things to feel in control of? Your personal finances. Yet, it can be a daunting process when you first start taking control and knowing whose advice to take and where to find reputable wealth managers can be difficult. 


Whether you are a seasoned investor or just starting out, whether you have £100,000 or £1 million and whether you’re looking for help with retirement planning or offshore investments, The Wealth Consultant can easily match you with a wealth manager who will help you meet your financial goals regardless of your wealth.


The process is simple: after submitting a simple enquiry form online,  The Wealth Consultant will call you (within 24 hours) to discuss your situation and to gain an understanding of the outcomes that you require. You will then receive a brief report, summarising your details and suggesting three wealth managers that have been matched to your personal circumstances. The Wealth Consultant will then introduce you to each wealth manager, individually.


The Wealth Consultant gives you access to professional investment and financial advice so you can relax, safe in the knowledge that your finances are working for you.



Get in touch with The Wealth Consultant