 and felt overwhelmed by the sheer number of options? Do you know what they offer and whether they align with your financial goals?

Choosing a wealth manager best suited to your needs is just as crucial as financial planning itself. Each firm has its own unique approach, philosophy, and expertise, tailored to different client needs. At Compare Wealth Managers, we recognise the vital role a skilled financial planner can play in securing your future. That’s why we’ve compiled a list of our top UK wealth management firms, highlighting their key strengths and what sets them apart. Discover which one aligns best with your financial aspirations.

A good wealth manager combines technical expertise with the ability to deliver client-focused advice. They must understand 

, and portfolio construction, and then integrate these elements into a coherent strategy tailored to each client’s circumstances 

What is a Private Wealth Manager?

Equally important are communication and trust. The best wealth managers listen carefully to their clients, explain complex ideas in straightforward language, and build long-term relationships that extend across generations. This ability to foster confidence and clarity helps clients remain committed to their strategies through different market cycles 

How to choose a wealth manager

Transparency and accountability are also critical. A good wealth manager is clear about fees, explains how investment decisions are made, and ensures that all actions align with the client’s stated goals and 

 tolerance. Strong governance and ethical standards underpin this approach, giving clients the confidence that their interests always come first 

Dear CEO letter: FCA expectations of wealth management and stockbroking firms.

Finally, leading wealth managers offer a clear value proposition. They provide services that are designed for the specific needs of their target clients, whether that is high-net-worth families, 

, or institutional investors. This specialisation allows them to deliver bespoke planning, tailored portfolios, and innovative solutions such as sustainable investing or access to private markets 

Five Keys to Consistent Success in Wealth Management

For investors with £500,000 to £25 million in investable assets, wealth management rankings provide a valuable benchmark. They allow you to compare firms not only on assets under management (AUM) and scale, but also on reputation, service quality, and investment approach. Rankings highlight which firms are best equipped to manage complex portfolios, which specialise in bespoke advice, and how each positions itself within the competitive UK market. As the 

 notes, wealth managers increasingly compete on scale, reputation and client differentiation, underscoring why rankings offer meaningful context to investors 

Wall Street is racing to manage your wealth. That is a good thing.

How to Use Wealth Management Rankings Effectively

Wealth management rankings should be used as a guide to narrow the field, not as a definitive verdict. They provide an objective way to compare firms on scale, reputation, and service quality, helping investors identify which are best suited to complex portfolios or bespoke advice. The key is to align these insights with your personal goals, ensuring that the firms you consider reflect your risk appetite, investment horizon, and long-term priorities.

If you need support finding the right wealth manager, Compare Wealth Managers offers a free service to help you find a wealth advisor/manager suited to your needs. Simply click the orange "

" button to get started and check out our 5* reviews from Trustpilot.

 – Firms such as James Hambro & Partners, Saltus, and Evelyn Partners feature among the best wealth managers UK, recognised for strong client service and consistent portfolio results.

 – The leading wealth management firms collectively oversee significant AUM, demonstrating financial strength, resilience, and the scale to support high-net-worth clients.

 – Top firms provide bespoke strategies across investment management, tax planning, and estate structuring to help clients protect and grow wealth across generations.

 – Many of the best wealth managers combine international investment expertise with local insight, offering diversified opportunities across markets.

 – Established names in the rankings are known for long-standing reputations, governance standards, and multi-generational relationships with clients.

 – The top wealth management firms in London and across the UK integrate ESG, alternatives, and diversified portfolios to deliver sustainable long-term growth.

This article ranks the top ten wealth management firms in the UK in 2025, highlighting their scale, client service, and long-term expertise.

The ranking compares firms across assets under management, minimum investment requirements, and bespoke services, offering investors insight into the diversity and strengths of the UK wealth management industry.
Compare Wealth Managers

It reflects strategies focused on integrated financial planning, personalised investment advice, and the ability to balance global capabilities with local market knowledge.
Compare Wealth Managers

The article is not about finding a single “best” firm, but about providing context on how leading wealth managers operate — a useful benchmark when selecting the right partner for your wealth.

Top Ten Wealth Management Firms in the UK

Tax and inheritance planning involves arranging your finances in ways that help to reduce or eliminate the amount of 

, which your family will be required to pay on the value of your estate when you die 

How Inheritance Tax works: thresholds, rules and allowances

Tax planning can ensure you are making the most of existing tax allowances, and it can structure your finances in ways that make your income and 

. For example, a wealth manager or financial adviser specialising in tax planning could:

Estate planning in 2025

Make sure you are maximising the return on your investments by making use of your annual 

Recommend you invest in tax-efficient investment vehicles, such as 

 Trusts, the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme, which offer significant tax relief on the amount you invest.

 contributions, thereby passing on pension funds tax-free to your spouse and family without breaching any allowance limits.

If you’re approaching retirement, they can structure your investments and pension to reduce the amount of tax you pay on your annual retirement income.

Inheritance tax often catches families unawares and leaves them facing an unexpected tax bill from 

. If you’re planning to leave behind an inheritance for your loved ones, a 

can help you to consider a number of inheritance planning options that will allow you to reduce the amount of inheritance tax your family is likely to pay.

How to gift your way to a lower inheritance tax bill

For example, inheritance tax planning can help you to:

Make full use of current inheritance tax allowances, such as the nil-rate band and residence nil-rate band.

Recommend gifting strategies that reduce the value of your taxable estate, without falling foul of HMRC rules.

Make arrangements to place some of your assets into trust, so they can be left to children, grandchildren or anyone else you choose, without forming part of your taxable estate.

Take out a life insurance policy that could cover any inheritance tax bill.

How do you pay for Tax and Inheritance Planning?

Most wealth managers will be happy to have an initial meeting with you free of charge. During that meeting, they’ll explain any future payments you’ll be expected to make. You can expect to pay an ongoing management fee for the services you receive from your wealth manager, and you may need to pay for any specific services, such as setting up a trust 

Ongoing financial advice services

People feel most uncomfortable talking about two things: money and death. So, it’s not unusual if you go into the meeting feeling a little apprehensive. Don’t worry though, the wealth manager you meet with will be an expert in this area and will be able to put you at ease. The wealth managers we work with have been carefully chosen based on their ability to offer sensitive but straightforward advice. You should leave the meeting feeling that you’ve taken a big step towards putting your affairs in order.

It’s important to understand that tax planning and tax efficiency is not the same as tax avoidance. You are perfectly entitled to use tax planning strategies that legally reduce the amount of tax you (or your family) are required to pay. Tax avoidance involves bending the rules by making transactions that serve no purpose aside from avoiding tax. None of the wealth managers we put you in touch with will ever recommend a service or product purely for the means of tax avoidance 

Reforming rates: Capital Gains Tax and Carried Interest

Tax and inheritance planning are two areas where it really does not pay to ‘do-it-yourself’. Tax rules can change frequently, and it’s easy to forget to keep estate planning up-to-date. Working with a professional who knows tax legislation inside out can be a real advantage when it comes to reducing the amount of tax you need to pay. Working with a professional who knows tax legislation inside out can be a real advantage. They’ll often reduce the amount of tax you need to pay and ensure your tax planning strategy is kept up-to-date.

 – Strategic use of reliefs, allowances, and tax structures helps maximise what passes to future generations.

 – Lifetime gifts, used alongside the seven-year rule and exemptions, can significantly cut IHT liability.

 – Trusts and other legal structures give control over how wealth is distributed while safeguarding assets from tax and disputes.

 – Coordinating inheritance tax and capital gains tax planning prevents erosion of wealth during transfers.

 – Written agreements and records ensure HMRC compliance and reduce the risk of family conflicts.

 – Early engagement with wealth managers and tax specialists creates more options for estate planning and wealth protection.

Tax and Inheritance Planning

Financial wellbeing means different things to different people, but without it, you’ll spend more time worrying and less time focusing on the things that matter.


Mental wellbeing has become a major trend in recent years, and it’s really not hard to see why. You don’t need us to tell you that we live in ‘unprecedented’ and highly uncertain times that can take a toll on anyone. Fortunately, people now recognise the importance of mental wellbeing and practising self-care during times of stress. And, thankfully, there’s now much less of a stigma attached to talking about mental health, and greater support available for people to get help with their mental wellbeing, should they need it.


But what about financial wellbeing? Well, in our view, it should be viewed as equally important, and something that everyone should care about. After all, our financial wellbeing has a major influence on our overall state of mind, and can also seriously impact our mental health 

Global mental health crisis hits workplaces

People might think that feeling anxious or concerned about your finances only applies to those who are in debt, have a low income or are worried about losing their job. But that’s simply not the case. Just as anyone can experience times when their mental health is low, everyone can sometimes feel in need of a bit of support when it comes to their financial wellbeing 

Money worries and mental health

That’s because, in our experience, financial wellbeing is rarely just about how much money you earn or how much you’ve accumulated. It’s about how you feel. We would define financial wellbeing as this:


Feeling in control of your financial present, and planning for a financially secure (and enjoyable) financial future.


For many people, their uncomfortable relationship with money starts when they are young, but those habits (good or bad) tend to stay with us as we get older. We all know people who seem to always be living beyond their means, just as we know people who are comfortably well-off but also hate spending a penny if they can avoid it.

We would also place into this category those people who put off making financial decisions (and miss out as a result), or those who don’t want to take any 

 with their money, and as a result leave their wealth languishing in non-interest paying savings accounts, where their money is losing its value. Whatever the situation, breaking out of these bad habits is not only the best way to achieve financial wellbeing, it’s the only way 

Understanding consumer financial wellbeing through banking data

So, how can you achieve financial wellbeing?

There are two key elements to financial wellbeing that everyone should focus on. The first is taking control of their financial present, and the second involves planning for their financial future.

Behavioural research suggests that people who take charge of their financial present tend to experience more positive feelings about their overall financial wellbeing. And there are lots of different ways that you can take control back over your finances. For example:

Creating a plan that allows you to reduce or eliminate any ‘bad debts’ that you have, such as credit cards, store cards or personal loans.

Using that money to start investing regularly. The amount is less important than getting into the habit of setting aside a regular amount, and there are a lot of positives to be taken from investing wisely and one day reaching your goal 

Financial Lives cost of living (Jan 2024) recontact survey - Summary

If you have loved ones who depend on you for their income, consider taking out insurance policies (such as life insurance, critical illness cover or accident, sickness and unemployment insurance) that can help protect what you have and allow you to sleep easier at night.

A wealth manager can help to put you in control of your financial present, but preparing for an uncertain future matters even more. Here’s where working with a wealth manager can really help you make great strides on the path towards financial wellbeing. Of course, a wealth manager is not going to be able to help with complex emotional issues, that’s not their job. But they can help you to think about your finances in a non-emotional way, making it easier for you to make clear decisions that will benefit you in the long run.

One of the best things about finding a wealth manager is that you’ll be taking control of your financial destiny and getting someone else to take care of the worrying for you. They won’t just help you to focus on your immediate needs, they will also help you to make plans for the future as well.

, the first thing to do is to make sure that your finances are best placed to help you feel comfortable about whatever the future brings. This can include managing your investments, to help you achieve the best return for the risk you’re prepared to take, putting in place plans for your retirement as well as offering any more specialist services that you might need, for example, such as tax and estate planning, and specific insurance products to cover any circumstances that would make life difficult 

Household total wealth in Great Britain: April 2020 to March 2022

The best wealth management firms know that making people feel reassured about their wealth and financial circumstances is just as valuable as focusing on the money itself. After many years of working with top wealth managers, including time spent running a wealth management business, our experience is that people who talk to a wealth manager or a financial adviser feel more positive about their financial future as a result.

We’d go so far as to say that talking to a wealth manager is the best step you could take towards achieving financial wellbeing. And the sooner you have that conversation, the more likely that together you will be able to put a plan in place that ensures you achieve the financial future that you want.

Peace of mind is one thing that money can’t buy. But with the right wealth manager to guide you, financial wellbeing is definitely something you can find for yourself. If you’re ready for us to introduce you to a wealth manager who can put your mind at rest, why not get started today?

Financial wellbeing means control and confidence

, not just income, covering how secure you feel about your money now and in the future.

, such as high-interest debt, overspending, or leaving wealth in low-yield accounts.

 includes cutting debt, building an emergency fund, and protecting your family with insurance.

, through investment management, pension planning, tax efficiency, and estate strategies.

Wealth managers enhance financial wellbeing

, offering expert, impartial advice to optimise assets and reduce financial stress.

Strong financial wellbeing supports overall wellbeing

, linking smart financial planning with peace of mind and better life outcomes.

Are you looking after your financial wellbeing?

Client services director at Compare Wealth Managers.

Paul Dredge

Bio

Articles from author

Top Ten Wealth Management Firms in the UK

Tax and Inheritance Planning

Are you looking after your financial wellbeing?

Start your journey to your
Financial well-being

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Paul Dredge

Bio

Articles from author

Top Ten Wealth Management Firms in the UK

Tax and Inheritance Planning

Are you looking after your financial wellbeing?

Start your journey to your Financial well-being

FIND OUT MORE

LEGAL

CONTACT US

Start your journey to your
Financial well-being