Find and Contact a Wealth Manager in Four Clear Steps
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Search and Filter Firms
Use the directory to narrow down firms based on criteria that matter:
- Minimum investment requirement
- Investment mandate (discretionary or advisory)
- Areas of expertise (retirement, tax, ESG, IHT, pensions)
- Location (London boroughs or remote service)
- FCA authorisation statusOnly FCA-authorised firms appear in search results.
Review Firm Profiles
Each firm profile provides structured, factual information, including:
- FCA registration number and regulatory status
- Minimum investment thresholds
- Fee structure (AUM-based, fixed, or hybrid)
- Core services and specialisms
- Firm background and years established
This allows you to compare firms objectively before making contact.
Contact Firms You Choose
When you decide to reach out, you submit a short enquiry form outlining:
- Approximate investable assets
- Your objectives (e.g. retirement planning, long-term growth)
- Investment timeframe
- Preferred contact method
Your details are only shared with firms you explicitly contact.
We do not sell or distribute your data.
Inquiry Submitted!
Smith Wealth Partners will contact you within 24-48 hours to schedule a consultation.
✉️ Confirmation email sent
📞 Expect a call within 1-2 days
📅 Free initial consultation
Speak Directly With the Firm
After submitting an enquiry:
- You receive a confirmation email
- The firm contacts you directly to arrange an initial discussion
- Most firms offer an introductory consultation at no cost
- You are free to speak with multiple firms before deciding
There is no obligation to proceed.
Start Your Search
Browse London’s FCA-authorised wealth managers and compare firms on your terms.
Browse Wealth ManagersBe Discovered by Suitable, Informed Investors
We provide a structured directory where investors research firms before making contact.
Apply or Claim Your Listing
If your firm is listed already on our website, you can claim your listing by emailing us at info@wealthmanagementlondon.co.uk
Firms that are not already listed can apply by submitting:
- • FCA registration number
- • Regulatory permissions
- • Minimum investment requirements
- • Fee model
- • Core services and client profile
All applications are manually reviewed. Listings are approved only if regulatory criteria are met.
Appear in Relevant Searches
Once listed, your firm appears in search results based on:
- • Minimum investment thresholds
- • Areas of specialisation
- • Location
- • Investment mandate
Investors self-select before contacting you, reducing unsuitable enquiries.
Receive Direct Enquiries
When an investor contacts your firm, you receive:
- • A clear outline of their objectives
- • An approximate asset range
- • Preferred contact details
There is no intermediary, communication is direct.
Why Firms Choose to Be Listed
Targeted Visibility
Be seen by investors actively researching wealth management services.
No Commission or Revenue Share
We charge a flat listing fee. We do not take a percentage of AUM or client revenue.
Regulatory Credibility
The FCA-verified badge confirms authorisation and builds trust.
Data You Control
You decide how and when to engage with enquiries.
Our Role
Wealth Management London:
We provide accurate information and a structured way for investors and firms to find each other.
Does not provide investment advice
Does not recommend or rank firms
Does not broker introductions