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Top Asset Management Companies in London

Ratings Updated: April 3, 2026
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2 Leaders 15 Contenders

47 Companies

Country: England
City: London

List of the Top London Wealth and Asset Management Companies

  • Genistar Limited Logotype

    5.0 3 reviews
    Undisclosed
    Undisclosed
    10 - 49
    Caterham, England

    Services provided

    80% Financial Advising & Planning
    10% Finance & Accounting Outsourcing (FAO)
    10% Insurance Services & Brokers

    Focus Areas

    15% Wealth & Asset Management
    45% Mortgage & Loan Brokerage
    20% Actuarial Services +1
    20% Debt Consulting

    Genistar Limited is a financial advising and planning company known for its strong values and excellent communication. Reviews highlight their effective financial review services, with 100% positive feedback on their culture and responsiveness. Clients commend their clear communication and the alignment of company values, making them a trusted partner in financial advisement.

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    Reviews mention Proactive

    Clients express a highly positive sentiment regarding Genistar Limited's proactive approach. One client noted their 'excellent project management' and appreciated how the team kept them updated on progress, making the process smooth and stress-free. They highlighted Genistar's responsiveness to queries and their ability to adapt solutions in real time. While they suggested more frequent proactive updates during later stages, overall feedback indicates that Genistar's commitment to tailored solutions and client support is exemplary.
    • Insurance Policy, Business & Financial Consulting for IT Co
      5.0 Jul 2, 2025

      Genistar’s project management was excellent from start to finish. They clearly outlined timelines and deliverables at the outset and consistently delivered everything on schedule. They were proactive in keeping us updated on progress and next steps, which made the entire process smooth and stress-free. Overall, we were very happy with Genistar’s service. If anything, during the later stages of implementation, more frequent proactive updates could have given us added peace of mind, but we understand they were very busy finalising the details.

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    1 of 1 Financial Advising & Planning reviews are 5 stars
    1 new review for Financial Advising & Planning in past 6 months
    Unknown avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Financial Advising & Planning for AI Consultancy

    5.0 — Genistar Limited provided financial advising and planning services for an AI consultancy. The team was tasked with reviewing the client's financial plan and conducting a financial review of their Read more
    Read 1 Review

    Industry Experience

    Genistar Limited has received positive feedback primarily from the Information Technology and Consulting industries. Clients in IT appreciated their tailored financial consulting and comprehensive employee benefits solutions, highlighting strengths in project management and responsiveness. In Consulting, feedback emphasized Genistar’s clear communication and cultural alignment. Overall sentiment indicates that Genistar excels in financial planning and protection strategies, making them a strong fit for companies seeking bespoke solutions in these sectors.

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    Information technology Consulting

    Average Project Cost Breakdown

    What Clients Have Said

    Clients consistently highlight Genistar Limited's value for money, noting that their pricing aligns well with budget expectations. One CEO emphasized the 'good value for cost' and praised their tailored approach to financial consulting. Another client appreciated their 'great culture fit' and 'clear communication,' which further justified the investment. Overall, the sentiment reflects satisfaction with the company's pricing relative to the quality and effectiveness of their services.
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  • USP House Logotype

    4.3 2 reviews
    $1,000+
    $50 - $99 / hr
    10 - 49
    London, England

    Services provided

    15% Financial Advising & Planning
    20% Business Consulting
    15% Market Research +5
    15% Marketing Strategy
    10% Digital Strategy
    10% Financial Consulting
    10% Funding & Investment
    5% IT Strategy Consulting

    Focus Areas

    35% Wealth & Asset Management
    35% Debt Consulting
    30% Mortgage & Loan Brokerage

    USP House is a marketing support company specializing in creating compelling marketing strategies and digital campaigns. Reviews highlight their proactive and communicative approach, with 100% of feedback indicating satisfaction with project management and a smooth engagement. While praised for their initiative, occasional assertiveness in service offerings was noted.

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    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients generally perceive USP House as providing good value for money, especially considering their proactive approach and effective project management. One client noted an investment of £2,000 (approximately $2,600 USD) for ongoing marketing support, reflecting a reasonable cost given their positive initial results. However, there are mentions of aggressive upselling tactics, suggesting a need for clear communication regarding service needs to ensure alignment and satisfaction.
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    London, England

    London
    London, England N1C4BE

    2 - 5

    See All Locations (2)

    Review Rating from Clients

    3.5/5.0

    Quality

    4.0

    Schedule

    5.0

    Cost

    3.0

    Willing to Refer

    3.5

    London-based clients praise USP House for their proactive digital marketing support, including campaign strategies and fundraising assistance for think tanks. They excel in project management, meeting deadlines, and understanding client needs, delivering tailored solutions despite occasional aggressive service offers.
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  • Cottons Group Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    50 - 249
    London, England

    Services provided

    25% Financial Advising & Planning
    40% Accounting
    15% Business Valuation Services +2
    15% Finance & Accounting Outsourcing (FAO)
    5% Commercial Financing

    Focus Areas

    50% Wealth & Asset Management
    35% Retirement Planning
    10% Stocks Portfolio Management +1
    5% Debt Consulting

    Cottons Group is an Accounting company. They were launched in 1983, and their services include Accounting and Financial Advising & Planning.

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    London, England

    231 Shoreditch High St
    London, England E1 6PJ

    10 - 15

    020 3906 6444

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  • First Wealth Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    London, England

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Focus Areas

    100% Wealth & Asset Management

    First Wealth is an Accounting and Financial Advising & Planning company founded in 2009. In London, England, the team specializes in Accounting and Financial Advising & Planning.

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  • Forefront IFA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    London, England

    Services provided

    75% Financial Advising & Planning
    15% Financial Consulting
    10% Insurance Services & Brokers

    Focus Areas

    55% Wealth & Asset Management
    45% Retirement Planning

    Forefront IFA is a London, England-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Financial Consulting.

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  • Vision Consulting Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    10 - 49
    London, England

    Services provided

    50% Financial Advising & Planning
    25% Accounting
    25% Business Consulting

    Focus Areas

    15% Wealth & Asset Management
    50% Retirement Planning
    35% Mortgage & Loan Brokerage

    Launched in 2002, Vision Consulting is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Business Consulting.

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  • FIDELITY GROUP LTD Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    London, England

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    100% Wealth & Asset Management

    FIDELITY GROUP LTD is a Financial Advising & Planning company. The small London, England-based team provides Financial Advising & Planning. The agency was founded in 2023.

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  • Accounting People Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Stanmore, England

    Services provided

    20% Financial Advising & Planning
    40% Accounting
    20% Business Valuation Services +1
    20% Financial Consulting

    Focus Areas

    100% Wealth & Asset Management

    Accounting People is an Accounting company in Stanmore, England. The team provides Accounting and Financial Advising & Planning.

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  • EQ Investors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    EQ Investors is a Financial Advising & Planning company. Their team is headquartered in London, England and provides Financial Advising & Planning.

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  • Centrus Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment

    Focus Areas

    100% Wealth & Asset Management

    Centrus is a Financial Advising & Planning company. They were launched in 2012, and their services include Financial Advising & Planning and Commercial Financing.

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  • LaSalle Investment Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    London, England

    Services provided

    30% Financial Advising & Planning
    50% Business Valuation Services
    20% Commercial Financing

    Focus Areas

    100% Wealth & Asset Management

    LaSalle Investment Management is a large Business Valuation Services company founded in 1980. Their team focuses on Business Valuation Services and Financial Advising & Planning.

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    London, England

    78 St James’s Street
    London, England SW1A 1JB

    50 - 75

    +44.20.7852.4200

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  • Cosegic Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Services provided

    70% Financial Advising & Planning
    30% Compliance Consulting

    Focus Areas

    100% Wealth & Asset Management

    Midsize Financial Advising & Planning company Cosegic, is headquartered in London, England. The team specializes in Financial Advising & Planning and Compliance Consulting.

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  • Accountancy Enterprise Ltd Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    2 - 9
    Hayes, England

    Services provided

    35% Financial Advising & Planning
    35% Accounting
    30% Tax Law

    Focus Areas

    15% Wealth & Asset Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Securities Brokerage
    15% Stocks Portfolio Management
    10% Retirement Planning

    Accountancy Enterprise Ltd is an Accounting company. Launched in 2023, the company is based in Hayes, England. Their team focuses on Accounting and Financial Advising & Planning.

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  • Evelyn Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    London, England

    Services provided

    20% Financial Advising & Planning
    40% Accounting
    20% Business Valuation Services +2
    10% Business Consulting
    10% Financial Consulting

    Focus Areas

    40% Wealth & Asset Management
    40% Retirement Planning
    20% Debt Consulting

    Evelyn Partners is a London, England-based Accounting company. Founded in 1836, the team offers Accounting and Financial Advising & Planning.

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  • Citisoft Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Services provided

    40% Financial Advising & Planning
    60% Business Consulting

    Focus Areas

    100% Wealth & Asset Management

    Citisoft, a Business Consulting company, was established in 1986. The team offers Business Consulting and Financial Advising & Planning.

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  • Yzer Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    10 - 49
    London, England

    Services provided

    40% Financial Advising & Planning
    40% Accounting
    20% Banking Law

    Focus Areas

    20% Wealth & Asset Management
    30% Actuarial Services
    20% Debt Consulting +2
    20% Mortgage & Loan Brokerage
    10% Retirement Planning

    Launched in 2021, Yzer is an Accounting company. Their services include Accounting and Financial Advising & Planning.

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  • Tribe Impact Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    London, England

    Services provided

    50% Financial Advising & Planning
    50% Commercial Financing

    Focus Areas

    100% Wealth & Asset Management

    Tribe Impact Capital is a Commercial Financing and Financial Advising & Planning company established in 2016. The agency offers Commercial Financing and Financial Advising & Planning, and is small.

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  • Montanaro Asset Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    London, England

    Services provided

    50% Financial Advising & Planning
    50% Commercial Financing

    Focus Areas

    100% Wealth & Asset Management

    Montanaro Asset Management is a Commercial Financing and Financial Advising & Planning company. They focus on Commercial Financing and Financial Advising & Planning and were founded in 1991.

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  • ADYZER Logotype

    5.0 1 review
    Undisclosed
    < $25 / hr
    10 - 49
    London, England

    Services provided

    20% Financial Advising & Planning
    70% Accounting
    10% Financial Consulting

    Focus Areas

    25% Wealth & Asset Management
    40% Mortgage & Loan Brokerage
    25% Debt Consulting +2
    5% Retirement Planning
    5% Stocks Portfolio Management

    ADYZER is a financial advising and planning company specializing in streamlining e-commerce accounting, managing payroll, and ensuring tax compliance. Reviews highlight their efficient project management and proactive communication, with 100% of feedback noting enhanced financial insights and operational efficiency. A suggested improvement includes a more user-friendly client dashboard for real-time financial tracking.

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    1 of 1 Financial Advising & Planning reviews are 5 stars
    1 new review for Financial Advising & Planning in past 6 months
    Less than $10,000 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Accounting Services for Digital Agency

    5.0 — ADYZER provided accounting services for a digital agency. The team managed e-commerce accounting, tracked sales, handled payroll processes, ensured tax compliance, and generated financial reports. Read more
    Read 1 Review

    Industry Experience

    ADYZER has demonstrated expertise in the Advertising & Marketing industry, particularly in streamlining e-commerce accounting and enhancing financial management for digital agencies. Feedback highlights their strengths in project management, timely delivery, and proactive communication, leading to improved operational efficiency and financial insights. Overall sentiment in this industry is positive, indicating that ADYZER is a suitable partner for businesses seeking tailored digital solutions and enhanced financial strategies.

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    Advertising & marketing

    London, England

    182 High Street North
    London, England E6 2JA

    1

    +447723824752

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  • MH Services Logotype

    Not yet reviewed

    Undisclosed
    < $25 / hr
    2 - 9
    London, England

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2
    20% Commercial Financing
    20% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    25% Wealth & Asset Management
    25% Debt Consulting
    25% Mortgage & Loan Brokerage +1
    25% Retirement Planning

    Established in 2000, MH Services is a Business Consulting company. The company focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).

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  • Craven Street Wealth Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    London, England

    Services provided

    40% Financial Advising & Planning
    20% Financial Consulting
    10% Accounting +3
    10% Business Consulting
    10% Corporate Training & Coaching
    10% Family Law

    Focus Areas

    70% Wealth & Asset Management
    30% Retirement Planning

    Craven Street Wealth is a Financial Advising & Planning company. Launched in 2021, the team specializes in Financial Advising & Planning and Financial Consulting.

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    London, England

    3 Gough Square
    London, England EC4A 3DE

    21 - 30

    +44 330 320 9280

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  • Sterling Wells Accountants Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Services provided

    30% Financial Advising & Planning
    35% Accounting
    35% Tax Law

    Focus Areas

    15% Wealth & Asset Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Stocks Portfolio Management
    10% Securities Brokerage

    Launched in 2018, Sterling Wells Accountants is a midsize London, England-based Accounting company. Their team provides Accounting and Tax Law.

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  • Investment Quorum Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    City of London, England

    Services provided

    35% Financial Advising & Planning
    35% Commercial Financing
    30% Accounting

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    Investment Quorum, a Commercial Financing company, specialize in Commercial Financing and Financial Advising & Planning. They were launched in 2000.

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  • Khoob Consultancy Ltd. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    london, England

    Services provided

    25% Financial Advising & Planning
    55% Accounting
    20% Financial Consulting

    Focus Areas

    20% Wealth & Asset Management
    40% Stocks Portfolio Management
    20% Debt Consulting +1
    20% Mortgage & Loan Brokerage

    Accounting company Khoob Consultancy Ltd. Was established in 2013. The team provides Accounting and Financial Advising & Planning and is located in london, England.

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  • CBRE UK Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    London, England

    Services provided

    10% Financial Advising & Planning
    20% Business Valuation Services
    15% Commercial Brokerage Services +6
    15% Commercial Property Management
    10% Business Consulting
    10% Funding & Investment
    10% Interior Design
    5% Architectural Design
    5% Engineering

    Focus Areas

    100% Wealth & Asset Management

    CBRE UK is a Business Valuation Services company. They offer Business Valuation Services and Commercial Brokerage Services and are located in London, England.

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  • Capital Asset Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    London, England

    Services provided

    30% Financial Advising & Planning
    30% Financial Consulting
    20% Business Consulting +1
    20% Funding & Investment

    Focus Areas

    70% Wealth & Asset Management
    30% Retirement Planning

    In London, England, Capital Asset Management is a Financial Advising & Planning company. Their services include Financial Advising & Planning and Financial Consulting.

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  • GuardianFinn Limited Chartered Accountants Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Romford, England

    Services provided

    20% Financial Advising & Planning
    45% Fractional CFO Services
    20% Accounting +1
    15% Tax Law

    Focus Areas

    20% Wealth & Asset Management
    20% Actuarial Services
    20% Debt Consulting +2
    20% Retirement Planning
    20% Securities Brokerage

    GuardianFinn Limited Chartered Accountants is a Fractional CFO Services company. Their small team is based in Romford, England. Their services include Fractional CFO Services and Accounting.

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  • Gerald Edelman Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Services provided

    10% Financial Advising & Planning
    30% Accounting
    20% Business Consulting +3
    20% Business Valuation Services
    10% HR Consulting
    10% Recruiting

    Focus Areas

    100% Wealth & Asset Management

    Gerald Edelman is an Accounting company. The team provides Accounting and Business Consulting and is located in London, England.

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  • Simply Tax Advisory Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    London, England

    Services provided

    30% Financial Advising & Planning
    70% Accounting

    Focus Areas

    100% Wealth & Asset Management

    Accounting company Simply Tax Advisory is based in London, England. Their services include Accounting and Financial Advising & Planning.

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  • Fusion Consulting Ltd Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    London, England

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Sales Outsourcing +2
    15% Financial Consulting
    10% Business Consulting

    Focus Areas

    40% Wealth & Asset Management
    60% Retirement Planning

    Fusion Consulting Ltd is an Accounting company. They specialize in Accounting and Financial Advising & Planning and are based in London, England.

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  • Lombard Private Clients Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    London, England

    Services provided

    40% Financial Advising & Planning
    40% Funding & Investment
    20% Business Valuation Services

    Focus Areas

    25% Wealth & Asset Management
    50% Retirement Planning
    25% Mortgage & Loan Brokerage

    Lombard Private Clients, a Financial Advising & Planning company, is in London, England. They offer Financial Advising & Planning and Funding & Investment.

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  • Javed Khattak Consulting Logotype

    Not yet reviewed

    $5,000+
    $200 - $300 / hr
    10 - 49
    London, England

    Services provided

    10% Financial Advising & Planning
    10% Blockchain
    10% Business Consulting +14
    5% Branding
    5% Commercial Financing
    5% Commercial Property Management
    5% Corporate Law
    5% Custom Software Development
    5% Digital Strategy
    5% E-Commerce Development
    5% Marketing Strategy
    5% Mobile App Development
    5% Search Engine Optimization
    5% Social Media Marketing
    5% UX/UI Design
    5% Web Design
    5% Web Development

    Focus Areas

    10% Wealth & Asset Management
    60% Actuarial Services
    10% Debt Consulting +2
    10% Mortgage & Loan Brokerage
    10% Retirement Planning

    Established in 2016, Javed Khattak Consulting is a Blockchain company. Their services include Blockchain and Business Consulting.

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  • Walker & Munns IT Consultants Limited Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    London , England

    Services provided

    20% Financial Advising & Planning
    20% Business Consulting
    20% Cybersecurity +2
    20% HR Consulting
    20% IT Strategy Consulting

    Focus Areas

    100% Wealth & Asset Management

    Walker & Munns IT Consultants Limited, an IT strategy consulting company, was launched in 2023. The team specializes in IT strategy consulting and Cybersecurity.

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  • Bunker Riley Financial Planning Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    London, England

    Services provided

    20% Financial Advising & Planning
    20% Financial Consulting
    20% Funding & Investment +3
    20% Insurance Services & Brokers
    10% Accounting
    10% Market Research

    Focus Areas

    40% Wealth & Asset Management
    30% Mortgage & Loan Brokerage
    30% Retirement Planning

    Bunker Riley Financial Planning is a small Financial Advising & Planning company. Established in 1997, the team focuses on Financial Advising & Planning and Insurance Services & Brokers.

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  • Caravel Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    London, England

    Services provided

    10% Financial Advising & Planning
    60% Financial Consulting
    10% Accounting +2
    10% Executive Search
    10% Funding & Investment

    Focus Areas

    50% Wealth & Asset Management
    50% Debt Consulting

    Caravel is a Financial Consulting company. The team is headquartered in London, England and Luxembourg, Luxembourg, and their services include Financial Consulting and Accounting.

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  • Progeny Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2
    20% Commercial Financing
    20% Financial Consulting

    Focus Areas

    20% Wealth & Asset Management
    20% Debt Consulting
    20% Mortgage & Loan Brokerage +2
    20% Securities Brokerage
    20% Stocks Portfolio Management

    Progeny is a Business Consulting company. The Leeds, England-based firm was established in 2016. Their team offers Business Consulting and Commercial Financing.

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    London, England

    16 Berkeley Street
    London, England W1J 8DZ

    16 - 20

    +44.20.3909.9617

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  • Fast Growth Consulting Ltd Logotype

    Not yet reviewed

    $5,000+
    $150 - $199 / hr
    2 - 9
    Wallington, England

    Services provided

    33% Financial Advising & Planning
    33% Funding & Investment
    20% Financial Consulting +2
    7% Accounting
    7% Commercial Financing

    Focus Areas

    15% Wealth & Asset Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Securities Brokerage
    15% Stocks Portfolio Management
    10% Retirement Planning

    Fast Growth Consulting Ltd is a small Financial Advising & Planning company launched in 2019. Their team focuses on Financial Advising & Planning and Funding & Investment.

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  • Forte Financial LLP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    London, England

    Services provided

    30% Financial Advising & Planning
    35% Commercial Financing
    25% Financial Consulting +1
    10% Business Consulting

    Focus Areas

    25% Wealth & Asset Management
    50% Mortgage & Loan Brokerage
    25% Retirement Planning

    Forte Financial LLP, a Commercial Financing company, is located in London, England. They specialize in Commercial Financing and Financial Advising & Planning and were established in 2012.

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  • Carleys Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Chatham, England

    Services provided

    30% Financial Advising & Planning
    40% Accounting
    15% Business Valuation Services +1
    15% Financial Consulting

    Focus Areas

    15% Wealth & Asset Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Stocks Portfolio Management
    10% Actuarial Services

    Carleys is a small Accounting company. Launched in 1950, the team offers Accounting and Financial Advising & Planning.

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  • Melmac Solutions Limited Logotype

    5.0 6 reviews
    $25,000+
    Undisclosed
    2 - 9
    Finchampstead, England

    Services provided

    30% Financial Advising & Planning
    35% Blockchain
    35% Cybersecurity

    Focus Areas

    15% Wealth & Asset Management
    30% Debt Consulting
    25% Retirement Planning +2
    15% Actuarial Services
    15% Mortgage & Loan Brokerage

    Melmac Solutions Limited is a company specializing in cybersecurity and financial advising and planning services. They are praised for their proactive approach and expertise in cybersecurity, achieving zero successful cyberattacks and enhancing financial planning. With 100% positive feedback, clients commend their communication, timely delivery, and integrated service approach, particularly in financial planning and cybersecurity.

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    Reviews mention Experienced

    The feedback for Melmac Solutions Limited reflects a highly positive sentiment regarding their expertise in financial planning and cybersecurity. Clients praised their exemplary project management, timely delivery, and responsive communication. One notable instance highlighted significant improvements in financial efficiency and a reduction in security breaches. The client's satisfaction was underscored by their commendation of Melmac's professionalism and commitment, with no suggested areas for improvement.
    • Cybersecurity for Health & Care Services Orgnization
      5.0 Jul 5, 2023

      Melmac Solution Limited exhibited exemplary project management throughout the engagement. They consistently delivered items on time and efficiently responded to our needs and concerns. Their team was highly responsive, communicating regularly to provide updates and address any issues that arose. This proactive approach contributed to a smooth and seamless collaboration.

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    Industry Experience

    Melmac Solutions Limited has demonstrated strong expertise in various industries including software, retail, financial services, healthcare, and IT services. Feedback highlights their robust cybersecurity measures, financial planning capabilities, and tailored solutions. Clients commend their proactive communication, timely delivery, and understanding of industry-specific challenges. Overall sentiment is positive, with clients emphasizing Melmac's impact on enhancing security and operational efficiency, making them a suitable partner for organizations seeking expertise in these sectors.

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    Select Industry to see insights

    Software Retail Financial services Healthcare IT Services

    Average Project Cost Breakdown

    $50,000 to $199,999 (6)

    What Clients Have Said

    Clients consistently highlight Melmac Solutions Limited's competitive pricing and strong value for money. Feedback indicates that their pricing fits client budgets while delivering high-quality services. For instance, one CEO noted that Melmac offered 'good value for cost,' while another client emphasized the alignment of their pricing with project expectations, stating it 'fit our budget.' Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of the services provided.
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    Canada (1) Finland (1) Hong Kong (1) India (1) Japan (1)
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  • CoCredo Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Great Missenden, England

    Services provided

    20% Financial Advising & Planning
    80% Accounting

    Focus Areas

    15% Wealth & Asset Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Stocks Portfolio Management
    10% Actuarial Services

    CoCredo is an Accounting company. In Great Missenden, England, the team specializes in Accounting and Financial Advising & Planning.

    Read more
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  • First Choice Finance Consultants Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Slough, England

    Services provided

    10% Financial Advising & Planning
    15% Finance & Accounting Outsourcing (FAO)
    10% Accounting +14
    10% Back Office Outsourcing
    10% HR Consulting
    5% Business Consulting
    5% Call Center Services
    5% Customer Service Outsourcing
    5% Document Digitization & Management
    5% Sales Outsourcing
    5% Transcription
    5% Translation
    2% Application Management & Support
    2% Commercial Financing
    2% Corporate Training & Coaching
    2% Custom Software Development
    2% Finance Law

    Focus Areas

    20% Wealth & Asset Management
    20% Actuarial Services
    20% Debt Consulting +2
    20% Mortgage & Loan Brokerage
    20% Retirement Planning

    First Choice Finance Consultants is a Finance & Accounting Outsourcing (FAO) company founded in 2006. The small team offers Finance & Accounting Outsourcing (FAO) and Back Office Outsourcing.

    Read more

    Slough, England

    34 Kenbury Drive
    Slough, England SL1 5FE

    2 - 5

    +44 20 8133 1971

    See All Locations (2)
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  • Ola Accountancy Logotype

    Not yet reviewed

    Undisclosed
    $50 - $99 / hr
    2 - 9
    Luton, England

    Services provided

    20% Financial Advising & Planning
    60% Accounting
    20% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    25% Wealth & Asset Management
    20% Mortgage & Loan Brokerage
    15% Debt Consulting +4
    10% Actuarial Services
    10% Retirement Planning
    10% Securities Brokerage
    10% Stocks Portfolio Management

    Founded in 2023, Ola Accountancy, a small Accounting company, is in Luton, England. Their services include Accounting and Finance & Accounting Outsourcing (FAO).

    Read more
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  • E2E Accounting Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    250 - 999
    Oxford, England

    Services provided

    20% Financial Advising & Planning
    40% Accounting
    20% Commercial Financing +1
    20% Financial Consulting

    Focus Areas

    50% Wealth & Asset Management
    50% Debt Consulting

    E2E Accounting, an Accounting company, is headquartered in Oxford, England. Their services include Accounting and Commercial Financing.

    Read more
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  • Path Financial Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Battle, England

    Services provided

    50% Financial Advising & Planning
    50% Commercial Financing

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    Path Financial, a Commercial Financing and Financial Advising & Planning company, was launched in 2019. They provides Commercial Financing and Financial Advising & Planning.

    Read more
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  • Snowball Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    London, England

    Services provided

    50% Financial Advising & Planning
    50% Commercial Financing

    Focus Areas

    100% Wealth & Asset Management

    Founded in 2016, Snowball is a Commercial Financing and Financial Advising & Planning company. The company specializes in Commercial Financing and Financial Advising & Planning, and is small.

    Read more
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  • Arowana Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    London, England

    Services provided

    20% Financial Advising & Planning
    40% Commercial Financing
    40% Funding & Investment

    Focus Areas

    100% Wealth & Asset Management

    Arowana is a Commercial Financing company. The London, England-based firm was established in 2007. Their services include Commercial Financing and Funding & Investment.

    Read more
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We evaluate service providers using a structured methodology that combines:

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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

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Ability to deliver
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Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Genistar Limited
2 USP House

List of the Top 2 London Wealth and Asset Management Companies

  1. Genistar Limited Logotype

    Genistar Limited

    Undisclosed
    Undisclosed
    10 - 49
    Caterham, England

    Ability to deliver

    22.1/40.0
    16.8/20 Reviews
    0.2/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    15% Wealth & Asset Management
    20% Other
    View Profile Visit Website
  2. USP House Logotype

    USP House

    $1,000+
    $50 - $99 / hr
    10 - 49
    London, England

    Ability to deliver

    19.5/40.0
    11.4/20 Reviews
    4.1/10 Clients & Experience
    4/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    35% Wealth & Asset Management
    85% Other
    View Profile Visit Website
  3. Cottons Group Logotype

    Cottons Group

    $1,000+
    Undisclosed
    50 - 249
    London, England

    Ability to deliver

    6.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    7/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    50% Wealth & Asset Management
    75% Other
    View Profile Visit Website
  4. First Wealth Logotype

    First Wealth

    Undisclosed
    Undisclosed
    10 - 49
    London, England

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  5. Forefront IFA Logotype

    Forefront IFA

    Undisclosed
    Undisclosed
    10 - 49
    London, England

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    75% Financial Advising & Planning
    55% Wealth & Asset Management
    25% Other
    View Profile Visit Website
  6. Vision Consulting Logotype

    Vision Consulting

    $1,000+
    Undisclosed
    10 - 49
    London, England

    Ability to deliver

    7.8/40.0
    0/20 Reviews
    1.4/10 Clients & Experience
    6.4/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    15% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  7. FIDELITY GROUP LTD Logotype

    FIDELITY GROUP LTD

    Undisclosed
    Undisclosed
    2 - 9
    London, England

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    100% Wealth & Asset Management
    View Profile Visit Website
  8. Accounting People Logotype

    Accounting People

    $1,000+
    $25 - $49 / hr
    10 - 49
    Stanmore, England

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    100% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  9. EQ Investors Logotype

    EQ Investors

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    50% Wealth & Asset Management
    View Profile Visit Website
  10. Centrus Logotype

    Centrus

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  11. LaSalle Investment Management Logotype

    LaSalle Investment Management

    Undisclosed
    Undisclosed
    1,000 - 9,999
    London, England

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    100% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  12. Cosegic Logotype

    Cosegic

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    70% Financial Advising & Planning
    100% Wealth & Asset Management
    30% Other
    View Profile Visit Website
  13. Accountancy Enterprise Ltd Logotype

    Accountancy Enterprise Ltd

    $1,000+
    $25 - $49 / hr
    2 - 9
    Hayes, England

    Ability to deliver

    7.2/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    35% Financial Advising & Planning
    15% Wealth & Asset Management
    65% Other
    View Profile Visit Website
  14. Evelyn Partners Logotype

    Evelyn Partners

    Undisclosed
    Undisclosed
    1,000 - 9,999
    London, England

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    40% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  15. Citisoft Logotype

    Citisoft

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    100% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  16. Yzer Logotype

    Yzer

    $1,000+
    < $25 / hr
    10 - 49
    London, England

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    20% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  17. Tribe Impact Capital Logotype

    Tribe Impact Capital

    Undisclosed
    Undisclosed
    10 - 49
    London, England

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website

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