Planners who model household cash flow, pension and retirement provision, intergenerational gifting and the sequencing of liquidity events.
This section of the UK Private Wealth Adviser Index is compiled editorially by UK Private Wealth Magazine. Organisations are listed alphabetically. Listing is not an endorsement, and commercial participation has no effect on whether an organisation appears here or where it appears.
Directory expanding · 4 organisations
Inclusion in the Index is editorial and is not financial, investment or tax advice, nor a recommendation. Check a firm's current regulatory permissions directly with the relevant regulator before appointing it.
Listed alphabetically. Order carries no ranking, score or preference.
Financial Planning · Investment Management · Tax & Estate Planning
London, UK (HQ) — national network
UK wealth management and financial planning firm formed from the 2020 merger of Tilney and Smith & Williamson, and rebranded as Evelyn Partners. Reported £68.6 billion in assets under management (2026) and is owned by Permira. Its Gresham Street headquarters alone houses close to 70 financial planning practitioners.
Wealth Management · Pension Consultancy · Employee Benefits
Leicester, UK (HQ) — offices including Aberdeen, Belfast, Birmingham, Edinburgh, Glasgow and Manchester
Wealth management and employee benefits firm founded in 1991 by Ian Mattioli and Bob Woods, now owned by Pollen Street Capital. Administers more than 16,000 clients across the UK, with over £16 billion in assets under management, administration and advice.
Wealth Management · Financial Planning · Succession & Charity Investment
UK — regional network
Wealth manager with over 250 years of history, part of FTSE 250-listed Quilter plc, overseeing £141.9 billion in client investments (as at 31 March 2026). Combines financial planning with discretionary investment management, and runs a dedicated charities team managing portfolios for over 650 charitable organisations.
Financial Advice · Wealth Management · Life Insurance
Cirencester, UK (HQ) — sixteen further UK offices
FTSE 100-listed combined financial advice, fund management and life insurance business, with origins in a company founded in 1991. Reported £240.8 billion in assets under management as at June 2026, delivered through a network of self-employed St. James's Place Partners.
Organisations are identified through UK Private Wealth Magazine's editorial research and through applications and nominations received on this site. Every entry is reviewed before publication, and entries are recorded only at the level the source material supports — where a website, regulatory statement or third-party recognition has not been confirmed, it is omitted rather than estimated.
Listings are presented alphabetically. Commercial placements are shown separately and labelled. The Index does not publish ratings, scores or rankings.
Firms working in wealth planners can apply for inclusion. Family office principals and wealth owners can put forward an adviser for the Family Office Choice nomination programme. Corrections to an existing entry are welcome at any time.
Editorial recognition
Editor's Selections recognise individual practitioners on the basis of published work. They are editorial and cannot be purchased.
