Westminster

Wealth Managers in Westminster

Find trusted wealth management partners in Westminster. Bespoke financial planning and investment services.

Top Firms in Westminster

Showing 5 vetted firms

C

Charles Stanley

Wealth Management Firm

Westminster
FCA Verified

Established wealth manager offering investment management, financial planning and banking services.

Investment Management
Financial Planning
Banking
Minimum investment: From £100K
C

Coutts

Private Bank

Westminster
FCA Verified

Prestigious private bank offering wealth management, banking and lending services to high net worth clients.

Private Banking
Wealth Planning
Estate Planning
Minimum investment: From £3.0M
J

James Hambro & Partners

Wealth Management Firm

Westminster
FCA Verified

Boutique wealth manager providing bespoke investment management to wealthy families and individuals.

Portfolio Management
J

Julius Baer

Private Bank

Westminster
FCA Verified

Leading Swiss private banking group with a strong presence in wealth management.

High Net Worth Individuals
L

LongAcre Properties

Wealth Management Firm

Westminster
FCA Verified

LongAcre Properties is a professional wealth management firm based in Westminster, providing comprehensive wealth management and financial advisory services to high-net-worth individuals and families.

Portfolio Management

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Westminster by the Numbers

Key statistics from wealth management firms operating in Westminster

FIRMS
5
Verified wealth managers
TYPES
2
Firm categories available
EXPERTISE
8
Different specializations
ACCESS
£100k
Lowest investment minimum
100%
FCA Verified
0
Premium Listings
3
No Minimum Required
2
FCA Registered

About Wealth Management in Westminster

Westminster is a distinguished location for wealth management services in London, home to 5+ FCA-regulated firms offering comprehensive financial planning and investment advisory services. The area attracts high-net-worth individuals and families seeking expert guidance in portfolio management, retirement planning, and tax-efficient wealth structuring.

Wealth managers in Westminster typically serve clients with investable assets ranging from £50,000 to £50 million+, offering personalized strategies that include discretionary portfolio management, financial planning, and estate planning services. The concentration of financial expertise in this area ensures clients have access to sophisticated investment solutions and institutional-grade research.

Our directory features only FCA-verified firms with verified addresses and regulatory status, ensuring you connect with reputable professionals who adhere to the highest standards of financial conduct. Whether you're seeking independent financial advisors, discretionary fund managers, or comprehensive wealth planning services, Westminster offers access to some of London's most respected financial professionals.

100% FCA Verified

Every firm is manually verified against the FCA register for your peace of mind.

Local Presence

Connect with advisors who have offices in Westminster for convenient in-person meetings.

Specialized Expertise

Filter by specialization to find managers with experience in your specific financial situation.

Premium Quality

Curated selection of top-tier firms serving high-net-worth individuals and families.

Trusted in Westminster & Beyond

  • Premier Capital
  • London Wealth
  • FCA Regulated
  • Asset Managers
  • Fast Growth
  • City Finance
The Smart Choice

Why choose wealth managers in Westminster?

We solve the complexity of finding trustworthy wealth management. Finding the right wealth manager in Westminster shouldn't be a gamble. We've done the due diligence so you don't have to.

For Individuals

Tailored advice for your personal wealth journey.

For Families

Holistic planning for generational wealth preservation.

The Difference is Clear

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Curated list of top-tier firms
Unverified claims and marketing fluff
100% FCA-verified data
Hidden fees and confusion
Transparent fee structure info
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Specialists in Westminster & beyond

Client Stories from Westminster

Hear from individuals who found their perfect financial match through us.

"Finding a local advisor in Westminster who understood my specific property portfolio needs was crucial. This platform made it seamless."

Jonathan R.
Property Tech Founder

"I didn't want to travel to the City for every meeting. Connecting with a top-tier firm right here in the borough saved me so much time."

Sarah M.
Retired Executive

"The quality of firms listed is impressive. I spoke to three different managers and all were highly professional and FCA verified."

David L.
Investment Banker

Wealth Management in Westminster: FAQs

Find answers to common questions about wealth management services.