Oursophisticatedmatchingalgorithmanalysesyourfinancialsituation,goals,andpreferencestoconnectyouwiththeidealfinancialadviser.
Matching...
Victor Ashwood
Senior Financial Adviser
Victoria Bentley
Senior Financial Adviser
Questionnaire Overview
Comprehensive dashboard providing real-time portfolio tracking, performance analytics, and strategic insights. Both clients and advisers have access to the same transparent, up-to-date information.
- •Questionnaire takes 6-8 minutes
- •AI swiftly connects you to highly suitable advisers
- •The survey is free to take
Complete Your Profile
Answer our comprehensive questionnaire about your financial goals, current situation, and adviser preferences. Takes just 6 minutes.
Get Matched
Our AI analyses your profile against our network of vetted advisers and presents you with highly compatible matches within seconds.
Connect & Grow
Schedule consultations with your matches, compare their approaches, and begin your journey toward financial success with ongoing platform support.
How it works
FAQs
WealthCircle combines advanced AI matching technology with rigorous adviser vetting and ongoing platform support. Unlike simple directory services, we analyse compatibility across 50+ dimensions and provide continued tools and communication channels to ensure long-term success.
WealthCircle takes extraordinary care in selecting the financial advisers who represent its clients. Each adviser undergoes a rigorous vetting process that goes far beyond industry norms. This includes thorough background checks, professional credential verification, and an in-depth review of their track record to ensure they have consistently demonstrated integrity, expertise, and client-first values.
While there are costs associated with working directly with a financial adviser, WealthCircle's personalised matching service is completely free—so you can confidently explore your options and find the right adviser without any upfront obligation.
At WealthCircle, your satisfaction comes first. If at any point you feel your financial adviser isn't the right fit, you have the flexibility to switch and be matched with another adviser—ensuring you always receive guidance that truly aligns with your needs and goals.
To make the most of an initial call with a financial adviser, clients should be prepared to share a clear picture of their financial situation. This typically includes information about income and employment, such as salary, bonuses, or business earnings, along with monthly expenses and liabilities like mortgages, loans, or credit card balances. Advisers will also benefit from an overview of assets, including savings accounts, investment portfolios, retirement plans, real estate, and other significant holdings.
WealthCircle combines advanced AI matching technology with rigorous adviser vetting and ongoing platform support. Unlike simple directory services, we analyse compatibility across 50+ dimensions and provide continued tools and communication channels to ensure long-term success.