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59 Firms
Country: United Kingdom

List of the Top United Kingdom Wealth and Asset Management Companies

  • USP House

    USP House

    We believe in Unity

    $1,000+
    $50 - $99 / hr
    2 - 9
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    “Be as goal-oriented as possible, and USP House will help you.”

    • Director, Digital Payments Think Tank
  • Cottons Group

    Cottons Group

    Agile advice for bright businesses

    $1,000+
    Undisclosed
    50 - 249
    Daventry, United Kingdom
    Service Focus
    Financial Advising & Planning

    Business advisors, tax advisors, and chartered accountants for people with ambition.
    Cottons was first established in 1983 and has grown to be one of the leading independent chartered accountants…

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  • Mint Financial Services

    Mint Financial Services

    https://www.mintfinancialservices.co.uk/l

    $1,000+
    Undisclosed
    10 - 49
    Old Sarum, United Kingdom
    Service Focus
    Financial Advising & Planning

    At Mint Financial Services, we understand that managing your finances can be a complex and time-consuming process. That's why we offer a range of comprehensive financial services to ensure that you…

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  • Undisclosed
    Undisclosed
    10 - 49
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    We are known for empowering individuals, families, businesses, and trusts to comprehend and strategically plan for their financial future.

    At Forefront, we recognise that each client’s financial…

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  • Vision Consulting

    Vision Consulting

    Vision Consulting

    $1,000+
    Undisclosed
    10 - 49
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    Vision Consulting was set in 2002 by the Managing Director who worked for one of the largest international firms of accountants in the world (KPMG) gaining invaluable experience.

    In 2014 Vision…

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  • Swift Debt Help

    Swift Debt Help

    Swift Debt Help, Finance Services, Insolvency

    $50,000+
    Undisclosed
    50 - 249
    Worsley, United Kingdom
    Service Focus
    Financial Advising & Planning

    We place the financial well-being of our clients at the heart of everything we do – you can trust Swift to help you with your debts.

  • FIDELITY GROUP LTD

    FIDELITY GROUP LTD

    cryptocurrency recovery expert

    Undisclosed
    Undisclosed
    2 - 9
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    Fidelity Chargeback is an investigative and consulting service hired mainly by victims of online fraud to help them get their money back. We specialize dealing with online scams and help provide…

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  • Genistar Limited

    Genistar Limited

    Genistar Limited | Financial freedom for all

    Undisclosed
    Undisclosed
    10 - 49
    Caterham, United Kingdom
    Service Focus
    Financial Advising & Planning

    Genistar was founded in 2007 and is one of the fastest growing financial services companies in the UK. We are dedicated to educating families about their financial choices.
    Our mission is to teach…

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  • EQ Investors

    EQ Investors

    Financial planners Firm & Investment Managers

    Undisclosed
    Undisclosed
    50 - 249
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

     

    EQ Investors (EQ) is an award-winning, wealth manager providing financial advice and investment management services to individuals, small businesses and charitable endowments. EQ is a…

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  • Centrus

    Centrus

    Finance with Purpose

    Undisclosed
    Undisclosed
    50 - 249
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    Centrus is an independent financial services group that believes in finance with purpose.

     

    We specialise in corporate finance, technology and investment management and are united by a…

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  • LaSalle Investment Management

    LaSalle Investment Management

    Leading the world of real estate investment.

    Undisclosed
    Undisclosed
    1,000 - 9,999
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    LaSalle is one of the world's leading investment managers. We build long-term and trusted relationships with our clients – wherever they are and wherever they invest. We are focused solely on one…

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  • Cosegic

    Cosegic

    Compliance confidence for visionary growth.

    Undisclosed
    Undisclosed
    50 - 249
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    We have been supporting firms, compliance obligations have increased significantly. In particular, more responsibility is being placed on senior management and firms have to recognise and prioritise…

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  • CoCredo

    CoCredo

    Online company credit reports

    $1,000+
    $25 - $49 / hr
    10 - 49
    Great Missenden, United Kingdom
    Service Focus
    Financial Advising & Planning

    CoCredo has been one of the UK's leading Credit Report firms for over 20 years.  We provide online company credit reports and related business credit check information within the UK and overseas…

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  • Penda Financial Management

    Penda Financial Management

    Penda Financial Management

    Undisclosed
    Undisclosed
    10 - 49
    Wallsend, United Kingdom
    Service Focus
    Financial Advising & Planning

    Good advice is the currency of a Financial Adviser. At Penda Financial Management we provide our clients with professional financial advice. We have no tie-ins with any mortgage lenders, pension…

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  • Accountancy Enterprise Ltd

    Accountancy Enterprise Ltd

    Accounting Services London | Accounting London

    $1,000+
    $25 - $49 / hr
    2 - 9
    Hayes, United Kingdom
    Service Focus
    Financial Advising & Planning

    Accountancy Enterprise is the expert in small business accounting services London, We offer all types of Accounting and Tax related services for your business.
    At Accountancy Enterprise Ltd (AEL),…

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  • Evelyn Partners

    Evelyn Partners

    Business and Asset Valuation Services

    Undisclosed
    Undisclosed
    1,000 - 9,999
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    At Evelyn Partners (formerly Tilney Smith & Williamson), we have been giving good advice and helping people and businesses flourish for almost 200 years. Our mission is ‘to place the power of…

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  • Citisoft

    Citisoft

    Management consulting in UK.

    Undisclosed
    Undisclosed
    50 - 249
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    Citisoft partners with the world's leading asset management firms and service providers to create impactful and effective solutions to today's complex business problems. Our sole focus is assessing,…

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  • Yzer

    Yzer

    Banking to Accounting Simplified, Integrated, Auto

    $1,000+
    < $25 / hr
    10 - 49
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    Helping our clients to access and integrate financial services to run their business in the fastest, smartest, cheapest way.See how we can assist you with anything from Personal Banking Account ,…

    More

  • Tribe Impact Capital

    Tribe Impact Capital

    We're changing wealth management...for good

    Undisclosed
    Undisclosed
    10 - 49
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    Tribe is the UK’s first dedicated Impact Wealth Manager and offers discretionary and advisory portfolio management. We’re a team of wealth managers and impact specialists committed to supporting the…

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  • First Wealth

    First Wealth

    Evidence based investing. Financial coaching.

    Undisclosed
    Undisclosed
    10 - 49
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

     

    Our award-winning lifestyle financial planning approach helps our clients identify, achieve and maintain their desired lifestyle, without the fear of running out of money. We often achieve…

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  • Path Financial

    Path Financial

    Protecting the planet while protecting your wealth

    Undisclosed
    Undisclosed
    10 - 49
    Battle, United Kingdom
    Service Focus
    Financial Advising & Planning

    We provide sensible financial advice aligned to your personal values and are experts in sustainable and impact investing.

    Investing with Path provides a focus on your personal circumstances, your…

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  • Montanaro Asset Management

    Montanaro Asset Management

    No one knows Smaller Companies like we do

    Undisclosed
    Undisclosed
    10 - 49
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    Montanaro aims to generate superior investment returns by investing exclusively in Small & MidCap companies globally.

    Our clients are leading international financial institutions, including…

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  • Sterling Wells Accountants

    Sterling Wells Accountants

    We are advising our clients on accounting and tax

    Undisclosed
    Undisclosed
    50 - 249
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    Sterling Wells Accountants, a prominent firm of Chartered Certified Accountants and Chartered Tax Advisers. At Sterling Wells, we are a team of expert accountants and tax advisers dedicated to…

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  • The Carley Partnership

    The Carley Partnership

    Chartered Accountants in Gravesend, Kent + London

    Undisclosed
    Undisclosed
    10 - 49
    Gravesend, United Kingdom
    Service Focus
    Financial Advising & Planning

    We are a firm of Chartered Accountants in Gravesend, Kent, first established over 70 years ago. We act for businesses and individuals from all industries and of all sizes. Whether you are a sole…

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  • Craven Street Wealth

    Craven Street Wealth

    Chartered Financial Planners & Wealth Managers

    Undisclosed
    Undisclosed
    10 - 49
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    Craven Street Capital (CSC), the London based corporate finance business, is pleased to announce the launch of Craven Street Wealth, its wealth management business. As part of the launch of Craven…

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  • Undisclosed
    Undisclosed
    50 - 249
    Bury St Edmunds, United Kingdom
    Service Focus
    Financial Advising & Planning

    Becketts is recognised as being one of the largest regional providers of financial advice to individuals and corporate clients. We have offices across the East of England in Bury St Edmunds, Norwich…

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  • BlueSphere

    BlueSphere

    Investing Has Never Felt So Good

    Undisclosed
    Undisclosed
    2 - 9
    Standish, United Kingdom
    Service Focus
    Financial Advising & Planning

    Welcome to BlueSphere.

    We are passionate about helping people and planet.

    We do this by matching our clients values to their investments. Whilst building a strong financial foundation for our…

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  • Wetherall's Financial Planning

    Wetherall's Financial Planning

    Live for today.Plan for tomorrow.Do what you love.

    Undisclosed
    Undisclosed
    2 - 9
    Manchester, United Kingdom
    Service Focus
    Financial Advising & Planning

    We are a firm of financial planners serving clients across the UK from our offices in central Manchester. We provide independent financial advice and wealth management services that is holistic and…

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  • Investment Quorum

    Investment Quorum

    Inspiring you to make the most of every day.

    Undisclosed
    Undisclosed
    10 - 49
    City of London, United Kingdom
    Service Focus
    Financial Advising & Planning

     

    Investment Quorum is based in the City of London and offers what we term unique, boutique, wealth management. Independence, integrity, trust and professionalism are the very least that…

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  • M+A Partners

    M+A Partners

    Business Advisers, Tax Specialists, Accountants

    Undisclosed
    Undisclosed
    50 - 249
    Norwich, Norfolk, United Kingdom
    Service Focus
    Financial Advising & Planning

    At M+A Partners, our focus is to bring together professional accounts, audit and tax expertise with practical, forward-looking advice that adds value.With a history that stretches back over 100 years…

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  • CBRE UK

    CBRE UK

    Sees More So You Can Do More.

    Undisclosed
    Undisclosed
    1,000 - 9,999
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2022 revenue). The…

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  • Cleartax Solutions Ltd.

    Cleartax Solutions Ltd.

    Accounting & Business Consulting Services

    Undisclosed
    Undisclosed
    10 - 49
    Birmingham, United Kingdom
    Service Focus
    Financial Advising & Planning

    To make small businesses stress-free, our mycleartax certified accountants in Birmingham offer tailored services regarding accountancy, taxation, and advisory. We simplify tax compliance for business…

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  • Melmac Solutions Limited

    Melmac Solutions Limited

    Experience. Expertise. Results.

    $25,000+
    Undisclosed
    2 - 9
    Finchampstead, United Kingdom
    Service Focus
    Financial Advising & Planning

    "What I found most impressive about Melmac Solutions Limited was their depth of expertise and innovative approach."

    • CEO, Varjo
  • Star Sterling Outsource

    Star Sterling Outsource

    Get Outsource Accounting Services in UK

    Undisclosed
    Undisclosed
    10 - 49
    Hockley Heath, United Kingdom
    Service Focus
    Financial Advising & Planning

    At Star Sterling, we train professionals and students on latest accounting techniques and software that are being used in the industry. We have certified trainers on board that assist the trainees in…

    More

  • Capital Asset Management

    Capital Asset Management

    Experience true wealth

    Undisclosed
    Undisclosed
    10 - 49
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    Capital is a Boutique Chartered Financial Planning Firm, based in the City of London. We help our clients to achieve a piece of mind when it comes to their finances and experience what we like to…

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  • Optima accountants Ltd

    Optima accountants Ltd

    Digital age accountants

    $1,000+
    $50 - $99 / hr
    2 - 9
    Cardiff, United Kingdom
    Service Focus
    Financial Advising & Planning

    We provide all round accounting and tax advisory services to individuals and small businesses randing from business plans to book-keeping, VAT, Payroll, tax returns.

  • Money & Mortgages LLP

    Money & Mortgages LLP

    Financial Planning Experts

    Undisclosed
    Undisclosed
    10 - 49
    Manchester, United Kingdom
    Service Focus
    Financial Advising & Planning

    At Money & Mortgages, we pride ourselves on building lasting relationships with our clients for their successful financial futures. Our boutique business has been built over 10 years on the…

    More

  • Gerald Edelman

    Gerald Edelman

    Building a better every day.

    Undisclosed
    Undisclosed
    50 - 249
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    Formed in the late 1940s, we have established ourselves as one of the leading mid-tier businesses in the UK, delivering a wide range of financial and strategic business advice.Our Purpose and Vision…

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  • CRS CONSULTANTS LTD

    CRS CONSULTANTS LTD

    Independent Financial Advisers & Insurance Brokers

    Undisclosed
    Undisclosed
    10 - 49
    Northwich, United Kingdom
    Service Focus
    Financial Advising & Planning

    Clive has built up CRS by giving his clients, many of whom have become his close friends, professional financial advice and insurance services.

    The CRS Team are based in historic offices in…

    More

  • Lucas Fettes Financial Planning

    Lucas Fettes Financial Planning

    Effective Solutions. Trusted Advice.

    Undisclosed
    Undisclosed
    10 - 49
    Norwich, United Kingdom
    Service Focus
    Financial Advising & Planning

    Since our establishment in 1980 we've taken a personalised approach to meeting the individual needs of every client, providing impartial advice and tailored solutions.Previously known as Lucas Fettes…

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  • Penguin Wealth

    Penguin Wealth

    Helping People Live their Best Life

    Undisclosed
    Undisclosed
    10 - 49
    Cardiff, United Kingdom
    Service Focus
    Financial Advising & Planning

    At Penguin we believe that life is for the living! You only get one chance to make your mark and to do all the things you are passionate about. Our task is to help you understand if you have…

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  • Fusion Consulting Ltd

    Fusion Consulting Ltd

    When we work together, you achieve more.

    Undisclosed
    Undisclosed
    10 - 49
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    Fusion is a multi-disciplinary consulting firm that offers end-to-end solutions for private individuals and fast growth businesses. Our portfolio of services have the breadth and depth which give our…

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  • Lombard Private Clients

    Lombard Private Clients

    Financial Services in London.

    Undisclosed
    Undisclosed
    10 - 49
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    Lombard Private Clients offers a high value financial advice proposition to Private Clients, supported by a collection of highly experienced and talented financial professionals with the tools,…

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  • Javed Khattak Consulting

    Javed Khattak Consulting

    Scale your business with the right strategy & move

    $5,000+
    $200 - $300 / hr
    10 - 49
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    Javed has with over 20 years of professional experience in finance, startups, FTSE100, technology, strategy, legal, blockchain, marketing, sales, management, investments and funds. Are you ready to…

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  • Mark J Rees LLP

    Mark J Rees LLP

    Making a significant contribution.

    Undisclosed
    Undisclosed
    10 - 49
    Leicester, United Kingdom
    Service Focus
    Financial Advising & Planning

    The Practice was founded in 1938 and today our clients benefit from the reputation we have built for giving sound, commercial and practical advice. We offer a ‘good fit’ for businesses of all sizes…

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  • Bates Weston

    Bates Weston

    Your plan. Our insight. Result.

    Undisclosed
    Undisclosed
    10 - 49
    Derby, United Kingdom
    Service Focus
    Financial Advising & Planning

    Bates Weston is a progressive firm of business advisors and chartered accountants with an extensive team of specialists operating under one roof. The firm provides services to the full spectrum of…

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  • Edgmoor Financial Planners

    Edgmoor Financial Planners

    A fully independent financial planning firm.

    Undisclosed
    Undisclosed
    2 - 9
    Manchester, United Kingdom
    Service Focus
    Financial Advising & Planning

    Specializes in providing advice on investments and pensions. Both of the founders have extensive experience working with personal injury and clinical negligence claimants, as well as trustees and…

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  • Bunker Riley Financial Planning

    Bunker Riley Financial Planning

    Simplifying Your Financial Life

    Undisclosed
    Undisclosed
    2 - 9
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    As independent financial advisers, we've been providing financial guidance and wealth management services to individuals, families, businesses, and trusts since 1997.Having spent over 20 years…

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  • Caravel

    Caravel

    Specialist Recruitment & Competitor Intelligence

    Undisclosed
    Undisclosed
    2 - 9
    London, United Kingdom
    Service Focus
    Financial Advising & Planning

    Caravel is a boutique search firm specialising in real estate. Founded by John Lenz and Ian Lawlor, with over 30 years combined real estate experience, we provide tailored recruitment solutions to…

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  • Mabe Allen LLP

    Mabe Allen LLP

    Accountants in Derby, Ilkeston & Ripley

    Undisclosed
    Undisclosed
    10 - 49
    Derby, United Kingdom
    Service Focus
    Financial Advising & Planning

    Here at Mabe Allen, we’re proud to be the leading Accountancy and Business Advisory firm in the local area, enabling us to provide our clients with first-class accountancy services that’ll ensure all…

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