30 practitioners, listed alphabetically by surname (A–W). This is a selection, not a ranking: there is no order of merit, score or league table.
Ola Adeosun
Partner, Head of Regional Wealth Planning & Family Governance
LGT Wealth Management
Paul Martin Alker
Senior Wealth Planner
Integritas Wealth Partners
Simon Allister
Partner, Head of Wealth Planning
LGT Wealth Management
Duncan Arthur
Financial Planner Director
Evelyn Partners
Lucy Atthis
Financial Planner
David James Wealth
Jamie Banks
Head of Wealth Planning Advisory UK
Julius Baer
Philip Bevan
Head of Financial Planning
Saltus
Kate Boswell
Partner, Family Office
Stonehage Fleming
Olly Cheng
Divisional Lead and Senior Financial Planning Director
Rathbones
Carly Doshi
Executive Vice President, Head of Family Advisory, Planning, Trusts
Flagstar Private Bank
Sophie Dworetzsky
Head of Wealth Planning UK
Lombard Odier
Chris Flower
Financial Planning Consultant
Quilter Financial Advisors
David Goodfellow
Head of Wealth Planning
Canaccord Wealth
Chris Hall
Managing Director, Wealth Planning
Oakglen Wealth Planning
Angie Han
Head of Wealth Planning South Asia (Singapore)
Pictet Wealth Management
Susie Hillier
Partner - Head of Wealth Planning
Stonehage Fleming
Michelle Holgate
Divisional Director & Head of Financial Planning
RBC Brewin Dolphin
Adrian Kemp
Wealth Planning Director (UK, Channel Islands and Isle of Man)
Canaccord Wealth
Kevin Kennard
Chartered Financial Planner
David James Wealth
David Little
Partner, Financial Planning
Evelyn Partners
Donna Money
Financial Planner
Evelyn Partners
Anna Murdock
Head of Wealth Planning
JM Finn
Swaati Osborne
Head of Wealth Planning, US
LGT Wealth Management
Alex Pugh
Partner
Saltus
Thomas Quinn
Managing Director
David James Wealth
Emma Sterland
Chief Financial Planning Director
Evelyn Partners
Kirsty Thomson
Wealth Planner
LGT Wealth Management
Jamie Wilson
Head of Strategic Partnerships & Senior Wealth Planner
Bordier & Cie (UK)
Simon Wong
Senior Wealth Planner
JM Finn
Thomas Wyss
Head of Wealth Planning
Lombard Odier
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Related Adviser Index categories
Editor's Selections recognise individuals. Firms are researched separately in the organisation-level Adviser Index.
How this selection was made
Practitioners are reviewed and approved individually by the editorial team. Entries are alphabetical, unranked, reviewed each publication cycle and cannot be purchased. Read the methodology.