I know that for many people finding a decent wealth management firm is a real challenge. Below you will find a number of firms which are located around the UK and which meet the high standards that I expect.
All firms listed on this page:
• are Accredited Financial Planning Firms through the Institute of Financial Planning
• follow a similar investment approach to that recommended in the book
• are all respected and successful firms who value long term client relationships
| BAIGRIE DAVIES AND COMPANY LTD | |
| Telephone: | 0207 786 2000 |
| Address: | 25 City Road, London EC1Y 1AA |
| Website: | www.baigriedavies.co.uk |
| Regions Served: | London & South East |
| BLOOMSBURY |
|
| Telephone: | 020 7965 4480 |
| Address: | 11th Floor, 30 Crown Place, London EC2A 4EB |
| Website: | www.bloomsburywealth.co.uk |
| Regions Served: | London & South East |
| BOURLET FINANCIAL PLANNING LTD | |
| Telephone: | 01249 700460 |
| Address: | Hartham Park, Corsham, Wiltshire SN13 0RP |
| Website: | www.bourletwealth.co.uk |
| Regions Served: | London & South East, South West |
| BROOK-DOBSON BREAR LTD | |
| Telephone: | 01423 877280 |
| Address: | 3 Greengate, Cardale Park, Harrogate HG3 1GY |
| Website: | www.bdbfinancial.com |
| Regions Served: | London & South East, Midlands, North West, North East |
| EVOLVE FINANCIAL PLANNING LTD | |
| Telephone: | 0845 602 7875 |
| Address: | 1 Liverpool Street, London EC2M 7QD |
| Website: | www.evolvefp.com |
| Regions Served: | London South East & Midlands |
| FISCAL ENGINEERS LTD |
|
| Telephone: | 0115 9555 600 |
| Address: | 22a The Ropewalk, Nottingham NG1 5DT |
| Website: | www.fiscalengineers.com |
| Regions Served: | Midlands |
| FORT FINANCIAL PLANNING |
|
| Telephone: | 01935 813322 |
| Address: | Bradford House Bradford Road Sherborne Dorset DT9 6BP |
| Website: | www.ffp.org.uk |
| Regions Served: | South West |
| FORTITUDE FINANCIAL PLANNING LTD | |
| Telephone: | 01327 354321 |
| Address: | 4 Selby Barns, Duncote, Towcester, Northants NN12 8AL |
| Website: | www.fortitudefp.co.uk |
| Regions Served: | London & South East, Midlands |
| FORTY TWO WEALTH MANAGEMENT LLP | |
| Telephone: | 0141 404 1500 |
| Address: | Lochinch House, 1st Floor, 86 Dumbreck Road, Glasgow G41 4SN |
| Website: | www.fortytwowm.com |
| Regions Served: | London & South East, Scotland |
| HC WEALTH MANAGEMENT LTD |
|
| Telephone: | 01344 887491 |
| Address: | Orchard Lea, Drift Lea, Winkfield, SL4 4RP |
| Website: | www.hcwm.co.uk |
| Regions Served: | London, South East & South West |
| LUMEN FINANCIAL PLANNING LTD | |
| Telephone: | 028 3831 2995 |
| Address: | 7 Silverwood Industrial Area, Silverwood Road, Lurgan, Co Armagh BT66 6LN |
| Website: | www.lumenfinancialplanning.com |
| Regions Served: | London & South East |
| MORTON-WILSON LTD | |
| Telephone: | 01905 620545 |
| Address: | The White House, Hilltop, Ombersley, Worcestershire WR9 0ES |
| Website: | www.morton-wilson.co.uk |
| Regions Served: | London & South East, Midlands |
| PAGE RUSSELL LTD | |
| Telephone: | 0845 345 6282 |
| Address: | 14 Forbes Business Centre, Kempson Way, Bury St Edmunds IP32 7AR |
| Website: | www.pagerussell.co.uk |
| Regions Served: | London & South East |
| PENGUIN LTD |
|
| Telephone: | 02920 450143 |
| Address: | 2 Raleigh Walk, Brigantine Place, Cardiff CF10 4LN |
| Website: | www.penguinwealth.com |
| Regions Served: | Wales |
| THE RED HOUSE CONSULTING LTD |
|
| Telephone: |
020 7269 7960 |
| Address: |
45 Bedford Row, London WC1R 4LN |
| Website: | www.theredhousefp.com |
| Regions Served: | London, South East, South West and Midlands |
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