Best Wealth Management Consulting Services in the UK
UK Wealth Management Consultants
In a country where private wealth, legacy planning, and regulatory complexity meet centuries of tradition, wealth management consulting in the UK has become a critical pillar for safeguarding family legacies and guiding strategic financial decisions. With growing demand for bespoke services, many wealth advisors now operate virtually, part-time, or in outsourced roles to better serve the nuanced needs of today’s high-net-worth individuals and families.
UK wealth management spans far more than investment portfolios. These firms advise on inheritance tax strategy, cross-border financial structuring, ESG-aligned investments, retirement security, and succession planning. As economic pressures mount and regulations evolve, expert guidance isn’t just helpful, it's essential.
This article showcases standout UK-based wealth management providers who combine technical depth with radical transparency. Whether you're an entrepreneur post-exit or a multigenerational family navigating long-term planning, these consultants bring clarity to complexity, and they do it with insight, discretion, and accountability.
At Digital Reference, we care about radical authenticity, not polished jargon. Each of these firms stands out for real reasons: how they operate, how they deliver, and the philosophies of the people behind them.
Our Methodology
We selected these firms based on:
- Founder visibility and leadership: Each provider is led by a visible founder or CEO who actively shares insights and drives the firm’s ethos.
- Client-first models: We looked for consultants prioritizing relationship-led, personalized services with modern delivery.
- UK-local focus: These firms actively operate in the UK market, many with additional EU or international experience.
- Flexibility and access: All offer part-time, virtual, or fractional options—ideal for clients who value bespoke over institutional.
🔦 Providers Spotlight
Charlton House Wealth Management
🔗 Website: https://charltonhousewealthmanagement.co.uk/
What they do:
Charlton House Wealth Management provides independent financial advice with a focus on wealth management for expatriates and globally mobile professionals. Their expertise spans cross-border financial planning, retirement structuring, and tax-efficient investment strategies.
Who they serve:
British expats, international professionals, and families managing assets across multiple jurisdictions.
How they work:
They offer tailored, FCA-regulated financial planning with a strong emphasis on clarity and personal guidance for those navigating complex international wealth scenarios.
💡 Why they stand out:
- Specialist in expat wealth solutions and global retirement planning
- Offers unbiased, independent advice without product ties
- Deep understanding of the financial challenges facing globally mobile clients
David Snelling, Founder, Charlton House Wealth Management
🔗 LinkedIn: https://www.linkedin.com/in/theexpatfinancialadviser/
David Snelling is a financial adviser with decades of experience helping expatriates make informed, confident financial decisions. Known as The Expat Financial Adviser, he blends technical expertise with a practical understanding of the lifestyle and tax complexities faced by international clients. His mission is to simplify global wealth management with integrity and precision.
Whitfield Wealth Management
🔗 Website: https://www.whitfieldwealth.co.uk/
What they do:
Whitfield Wealth offers full-service financial planning and investment advice tailored to individuals, families, and business owners.
Who they serve:
Salaried professionals, SMEs, and clients approaching retirement.
How they work:
Relationship-driven and holistic, Whitfield combines financial planning, tax strategies, and estate guidance via face-to-face or virtual meetings.
💡 Why they stand out:
- Values-based planning with clarity and accountability
- Strong communication culture, education-first
- Focus on retirement income strategy and protection
Jeremy Agorom, Founder, Whitfield Wealth Management
🔗 LinkedIn: https://www.linkedin.com/in/jeremy-agorom-1236ba3b/
Jeremy Agorom is an independent financial adviser with a decade of experience guiding families and small businesses. He founded Whitfield to offer principled, client-first advice without sales pressure. Jeremy’s style is calm, explanatory, and focused on delivering long-term peace of mind for clients navigating big financial decisions.
William Street Wealth Management
🔗 Website: https://www.williamstreetwealth.co.uk/
What they do:
William Street Wealth Management offers comprehensive financial planning and investment management, specializing in long-term strategies that align wealth with life goals. They combine holistic planning with evidence-based investment oversight to deliver sustainable growth and protection.
Who they serve:
Entrepreneurs, professionals, and families seeking to build, protect, and transition wealth efficiently.
How they work:
The firm takes a collaborative approach, integrating financial planning, risk assessment, and investment strategy into a cohesive roadmap tailored to each client.
💡 Why they stand out:
- Emphasis on behavioral finance and client education
- Modern portfolio construction with a long-term view
- Personal, relationship-driven service from a boutique team
Alex Phillips, Founder, William Street Wealth Management
🔗 LinkedIn: https://www.linkedin.com/in/alex-phillips-dippfs-a6929a39/
Alex Phillips is a financial planner and investment specialist passionate about guiding clients through major life decisions with clarity and confidence. Holding the DipPFS designation, he integrates technical knowledge with a personal touch, ensuring clients’ strategies stay aligned with their goals and values.
Cairn Trust Management Ltd
🔗 Website: https://www.cairntrusts.co.uk/
What they do:
Cairn Trust Management offers independent trustee, estate planning, and family governance services. Their focus lies in the long-term stewardship of family wealth, trusts, and legacies.
Who they serve:
High-net-worth individuals, settlers, and beneficiaries requiring impartial trust oversight and intergenerational planning.
How they work:
They work as professional trustees or advisors, providing clarity and compliance around fiduciary responsibilities and succession.
💡 Why they stand out:
- Decades of specialist experience in trust management
- Emphasis on emotional intelligence and family mediation
- Tailored governance models for complex family structures
Nicola Smith, Managing Director, Cairn Trust Management Ltd
🔗 LinkedIn: https://www.linkedin.com/in/nicola-smith-42a24a24/
Nicola Smith is a veteran of the UK trust sector with over 25 years of experience in estate administration and family office advisory. As Managing Director of Cairn Trust Management, she is known for her steady, impartial counsel and her ability to balance financial goals with interpersonal dynamics. Nicola’s approach is methodical, deeply ethical, and grounded in a strong understanding of the law.
Crown Wealth Management
🔗 Website: https://www.crownwealthmanagement.co.uk/
What they do:
Crown Wealth Management provides independent financial advice and investment planning with a focus on simplicity and client empowerment. They take a long-term, goals-based approach to building and protecting wealth.
Who they serve:
Affluent individuals, business owners, and retirees seeking clarity and structure around their financial futures.
How they work:
They operate through tailored advice sessions and bespoke investment strategies, emphasizing education, transparency, and accountability.
💡 Why they stand out:
- Commitment to independent, non-commissioned advice
- Strong client retention and referral base
- Balanced investment methodology designed for resilience
Brian Benson, Founder, Crown Wealth Management
🔗 LinkedIn: https://www.linkedin.com/in/brian-benson-4b458319
Brian Benson brings over 30 years of experience in the financial services industry. He’s a Chartered Financial Planner who built Crown to reflect his belief in long-term, ethical wealth partnerships. Brian is known for simplifying complex advice and for delivering solutions that serve families for generations.
Wealth Management Experts Ltd
🔗 Website: https://wealthmanagementexperts.co.uk/
What they do:
This firm offers wealth planning and risk management advice, helping clients organize, grow, and protect their financial assets through strategic insight and tailored advice.
Who they serve:
Entrepreneurs, legal professionals, and individuals approaching retirement.
How they work:
They provide fractional or project-based support, often integrating with other specialists to provide end-to-end financial clarity.
💡 Why they stand out:
- High flexibility and cost-effectiveness for solo professionals
- Proactive planning for life-stage transitions
- Emphasis on accountability and client education
Arek Martirossian, Founder, Wealth Management Experts Ltd
🔗 LinkedIn: https://www.linkedin.com/in/arek-martirossian-2616a312/
Arek Martirossian is a seasoned UK adviser with credentials across risk management, retirement strategy, and business succession. His practical approach is rooted in over 15 years of experience advising clients in regulated and independent contexts. Known for responsiveness and clarity, Arek supports clients with both technical fluency and real-world empathy.
PX Wealth
🔗 Website: https://www.px-wealth.com/
What they do:
PX Wealth combines actuarial insight with financial planning to create smart, tax-efficient strategies for complex clients.
Who they serve:
High earners, expats, and individuals with intricate pension or tax needs.
How they work:
They use cashflow modeling and actuarial tools to anticipate long-term outcomes and tailor strategies.
💡 Why they stand out:
- Rare blend of actuarial and financial advisory expertise
- Strong track record in cross-border planning
- Client education and detailed modeling built into every plan
Darion Pohl, Co-Founder, PX Wealth
🔗 LinkedIn: https://www.linkedin.com/in/darion-pohl-fia-fiaa-6128081/
Darion Pohl is a dual-qualified actuary (UK and Australia) who built PX Wealth to close the gap between technical pensions advice and client-friendly planning. He’s known for turning complex models into clear strategies and for championing transparency in fee structures.
Collins Wealth Management
🔗 Website: https://www.collinswm.co.uk/
What they do:
Collins Wealth helps individuals and business owners align their values and resources to long-term lifestyle goals.
Who they serve:
Retirees, business sellers, and families undergoing transitions.
How they work:
They focus on life planning, not just investment advice, using structured conversations to help clients clarify what matters most.
💡 Why they stand out:
- Accredited firm with deep experience in family business exits
- Structured planning that prioritizes well-being and purpose
- Active financial literacy education across the client base
Ben Collins, Founder, Collins Wealth Management
🔗 LinkedIn: https://www.linkedin.com/in/ben-collins-fpfs-bsc-hons-4170a841/
Ben Collins is a Chartered Financial Planner with over 20 years of advisory experience. He created Collins Wealth to reflect a more human, values-aligned approach to wealth. Ben’s work centers on helping clients envision and realize a life of meaning, not just accumulation.
Pura Advisory
🔗 Website: https://www.pura-advisory.com/
What they do:
Pura Advisory specializes in modern wealth strategy for founders, creatives, and emerging leaders.
Who they serve:
Creative entrepreneurs, startup executives, and values-driven professionals.
How they work:
Pura blends lifestyle financial planning with business strategy, often guiding clients during liquidity events or personal reinvention.
💡 Why they stand out:
- Strong UX and modern branding built into the client experience
- Holistic planning for emotional, financial, and impact outcomes
- Deep understanding of startup and exit dynamics
Richard O'Donnell, Founder, Pura Advisory
🔗 LinkedIn: https://www.linkedin.com/in/odonnellrichard/
Richard O'Donnell is a progressive voice in UK wealth advisory. With a background spanning financial services and creative industries, he built Pura to reflect modern money needs. Richard is known for his clarity, empathy, and ability to guide clients during periods of change.
Devonshire Wealth Management
🔗 Website: https://devonwm.co.uk/
What they do:
Devonshire Wealth Management delivers independent wealth planning solutions with a strong focus on retirement planning, investment management, and tax-efficient strategies. Their advice helps clients simplify complex decisions while maximizing long-term financial security.
Who they serve:
Individuals and business owners across the UK seeking expert, personalized advice for building and protecting wealth.
How they work:
The firm operates on an independent advisory model, offering bespoke plans backed by rigorous research and proactive client support.
💡 Why they stand out:
- Combines independence with a highly tailored client experience
- Strong expertise in retirement income planning
- Known for their proactive communication and straightforward advice
Martin Cawley, CEO, Devonshire Wealth Management
🔗 LinkedIn: https://www.linkedin.com/in/martin-cawley-63833312/
Martin Cawley is a seasoned financial adviser and leader known for his commitment to delivering client-first solutions. Under his leadership, Devonshire Wealth Management has built a reputation for independence, transparency, and personalized wealth planning. Martin’s approach blends technical rigor with an unwavering focus on client outcomes.
Final Thoughts from Digital Reference
Wealth is more than a balance sheet; it's a reflection of values, vision, and legacy. As the UK wealth management landscape becomes more nuanced, these fractional, virtual, and outsourced providers offer something hard to find: tailored expertise, built around your real-life goals.
At Digital Reference, we’re dedicated to radical authenticity and showcasing experts who are transparent, strategic, and human. Whether you're navigating retirement, planning a liquidity event, or just need to make sense of complex assets, the consultants in this guide have the credentials and clarity to help.
Want to explore more standout advisory talent in wealth, finance, legal, or strategy? Keep following our series or reach out. We’re here to help you discover professionals who fit how you work and live.
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