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Top Asset Management Companies in England

Ratings Updated: April 1, 2026
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2 Leaders 15 Contenders

70 Companies

Country: England

List of the Top England Wealth and Asset Management Companies

  • 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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  • Mark J Rees LLP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Leicester, England

    Services provided

    40% Financial Advising & Planning
    30% Business Consulting
    30% Financial Consulting

    Focus Areas

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

    Financial Advising & Planning company Mark J Rees LLP was established in 1938. The company specializes in Financial Advising & Planning and Business Consulting.

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  • Bates Weston Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Derby, England

    Services provided

    20% Financial Advising & Planning
    40% Accounting
    20% Financial Consulting +1
    20% Funding & Investment

    Focus Areas

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

    Bates Weston is a small Accounting company located in Derby, England. The team provides Accounting and Financial Advising & Planning.

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  • Edgmoor Financial Planners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Manchester, England

    Services provided

    40% Financial Advising & Planning
    30% Financial Consulting
    20% Accounting +1
    10% Business Consulting

    Focus Areas

    20% Wealth & Asset Management
    80% Retirement Planning

    Financial Advising & Planning company Edgmoor Financial Planners is headquartered in Manchester, England. They focus on Financial Advising & Planning and Financial Consulting.

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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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  • Mabe Allen LLP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Derby, England

    Services provided

    20% Financial Advising & Planning
    60% Accounting
    20% Business Valuation Services

    Focus Areas

    30% Wealth & Asset Management
    70% Retirement Planning

    Mabe Allen LLP is an Accounting company. Located in Derby, England and Ilkeston, Derbyshire, England, the firm focuses on Accounting and Financial Advising & Planning.

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  • Progeny Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Leeds, 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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  • 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.

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    Slough, England

    34 Kenbury Drive
    Slough, England SL1 5FE

    2 - 5

    +44 20 8133 1971

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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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  • SFC Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Northwich, England

    Services provided

    40% Financial Advising & Planning
    30% Business Valuation Services
    30% Funding & Investment

    Focus Areas

    60% Wealth & Asset Management
    20% Securities Brokerage
    20% Stocks Portfolio Management

    Small Financial Advising & Planning company SFC Capital, is located in Northwich, England. The team provides Financial Advising & Planning and Business Valuation Services.

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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.

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  • Whitfield Wealth Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Manchester, England

    Services provided

    70% Financial Advising & Planning
    30% Financial Consulting

    Focus Areas

    100% Wealth & Asset Management

    Whitfield Wealth Management, a Financial Advising & Planning company, is located in Manchester, England. Launched in 2019, the team provides Financial Advising & Planning and Financial Consulting.

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  • Henwood Court Financial Planning Limited Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Birmingham, England

    Services provided

    30% Financial Advising & Planning
    40% Financial Consulting
    30% Accounting

    Focus Areas

    100% Wealth & Asset Management

    Henwood Court Financial Planning Limited is a Financial Consulting company. The Birmingham, England-based team focuses on Financial Consulting and Accounting.

    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.

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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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  • 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.

    See all 1 projects
    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.

    Read All Reviews

    Select Industry to see insights

    Advertising & marketing

    London, England

    182 High Street North
    London, England E6 2JA

    1

    +447723824752

    See All Locations (3)
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1 Genistar Limited
2 USP House

List of the Top 2 England 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
    Daventry, 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. Mint Financial Services Logotype

    Mint Financial Services

    $1,000+
    Undisclosed
    10 - 49
    Old Sarum, England

    Ability to deliver

    8.2/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    15% Wealth & Asset Management
    View Profile Visit Website
  7. 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
  8. E2E Accounting Logotype

    E2E Accounting

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

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    50% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  9. Swift Debt Help Logotype

    Swift Debt Help

    $50,000+
    Undisclosed
    50 - 249
    Worsley, England

    Ability to deliver

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

    Service focus

    50% Financial Advising & Planning
    20% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  10. 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
  11. Pluxa Property Logotype

    Pluxa Property

    Undisclosed
    Undisclosed
    2 - 9
    Birmingham, England

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  12. Linmore Capital Logotype

    Linmore Capital

    Undisclosed
    Undisclosed
    2 - 9
    Birmingham, England

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  13. 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
  14. 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
  15. 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
  16. 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
  17. 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

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