Please stay connected with us on social media for the latest updates, news, and inspiration delivered to your feed!

Award
Experts
2025
MANCHESTER
EXPERTS

Best Private Wealth Advisors in Manchester, UK

Updated: January 20, 2025

Our Top 7 Recommendations

  • Licensing
  • Feedback
  • Complaints

Discover the pinnacle of financial expertise with our curated list of the best Private Wealth Advisors in Manchester, UK. Whether you're seeking to grow your assets or secure your financial future, these top-tier professionals offer personalised strategies tailored to your unique goals.

Dive into a world of expert guidance and let Manchester's finest advisors help you navigate the complexities of wealth management with confidence and ease. Explore our selection today and take the first step towards achieving your financial aspirations.

Award

Money & Mortgages UK LLP

Why choose this provider?

Money & Mortgages UK stands out as a premier provider of financial planning and mortgage services, boasting over 20 years of experience. Their award-winning team offers expert advice in mortgages, pensions, investments, and insurance protection.... Show more

As Chartered Financial Planners, they utilise cutting-edge cashflow modelling technology to craft personalised financial strategies. Recognised for their excellence, this provider is equipped with prestigious qualifications like CFP, FPFS, and SOLLA, ensuring top-tier guidance in equity release and more.

Clients can benefit from a complimentary discovery call or access helpful resources like their 'My Financial Assets' checklist booklet, making them a trusted partner in achieving financial goals.

Award

Prestfield Wealth Management

Why choose this provider?

Prestfield Wealth Management, located in the heart of Manchester, UK, excels in providing bespoke financial solutions as premier Private Wealth Advisors. This provider specialises in tailored wealth management strategies, focusing on investment planning, retirement solutions, and estate management.... Show more

Their services are crafted to align with the unique financial goals of each client, ensuring personalised and effective outcomes. Renowned for their expertise and commitment to excellence, Prestfield Wealth Management stands out in the industry by offering unparalleled insights and a client-centric approach.

Their dedication to fostering long-term relationships and delivering superior value makes them the preferred choice for discerning clients seeking financial growth and security.

Award

Depledge Strategic Wealth Management

Why choose this provider?

Depledge Strategic Wealth Management, a renowned Chartered Financial Planner, offers bespoke financial planning services tailored to business owners, company directors, and senior executives across Manchester, London, and the UK.... Show more

Recognised for their independence and Chartered status by the Chartered Insurance Institute, this provider delivers comprehensive solutions from the entire market spectrum. Their exceptional client satisfaction is reflected in their high VouchedFor score and numerous accolades.

Depledge's team, including Andrew Day and Dan Gordon, is dedicated to ensuring clients achieve financial independence through personalised advice and support. With a reputation for trust, integrity, and sound judgement, Depledge remains a leader in strategic wealth management.

Award

Wetherall's

Why choose this provider?

Wetherall's stands out in the wealth management and financial planning sector by offering bespoke services tailored to business owners and professionals. This provider prioritises clients' life goals, ensuring financial advice is centred around individual aspirations. Their comprehensive approach includes expertly managing investments and financial products to align with each client's unique needs.... Show more

Wetherall's commitment to personalised service has earned them high client satisfaction, with 100% of their clients willing to recommend them. With a focus on effective financial management, Wetherall's empowers clients to live for today while planning for tomorrow, making them a trusted choice in the industry.

Award

Suttons Independent Financial Advisers

Why choose this provider?

Suttons IFA stands as a premier independent financial advisory service in Manchester, renowned for supporting thousands across the UK. This provider excels in crafting personalised financial plans tailored to individual needs, whether it be wealth growth, pension advice, mortgage assistance, or tax planning.... Show more

With a team of approachable and professional advisors, Suttons IFA offers clarity and expert guidance, ensuring clients face their financial futures with confidence.

Situated in a charming converted chapel, their advisors foster meaningful relationships through understanding clients' unique goals. Trust Suttons IFA for comprehensive financial advice that transforms the daunting into the invigorating, paving the way for a secure future.

Award

Athelis Financial

Why choose this provider?

Athelis Financial, situated in the heart of Manchester, UK, is renowned for its exceptional private wealth advisory services. This provider excels in offering bespoke financial solutions tailored to meet the unique needs of high-net-worth individuals. Their team of seasoned experts crafts strategic investment plans, ensuring optimal growth and security of assets.... Show more

Athelisis Financial stands out in the industry due to its commitment to personalised service, maintaining a client-centric approach that prioritises transparency and trust. The firm's deep understanding of market dynamics and innovative strategies makes it the premier choice for those seeking unparalleled wealth management expertise in the region.

Award

Lionbridge Wealth Management

Why choose this provider?

Lionbridge Wealth Management, based in Manchester and Cheshire, stands as a beacon of excellence in the UK’s financial planning sector. Renowned for their holistic approach, this award-winning firm offers a comprehensive suite of services tailored to both private clients and business owners.... Show more

Their independence allows them to provide unbiased advice, scouring the entire financial market to deliver optimal solutions.

With a focus on personalised, client-centric practices, Lionbridge ensures that every financial journey is meticulously managed, from asset protection to intergenerational wealth planning. Their dedication to transparency and clear communication makes them the trusted choice for future-proofing financial well-being.

About Private Wealth Advisors

Frequently Asked Questions

What do Private Wealth Advisors do?

Private Wealth Advisors are financial professionals who provide tailored advice to help individuals manage and grow their wealth. They offer services such as investment management, estate planning, tax strategies, and retirement planning.

By understanding your unique financial situation and goals, they create personalised strategies to maximise your wealth potential while minimising risks.

The cost of hiring a Private Wealth Advisor in Manchester can vary depending on the complexity of services required and the advisor's experience. Typically, fees might range from 1% to 2% of assets under management annually.

Some advisors may charge flat fees or hourly rates for specific services. It's essential to discuss fee structures upfront to ensure transparency and alignment with your financial needs.

Working with Private Wealth Advisors offers several benefits, including expert guidance on complex financial matters, personalised investment strategies, and peace of mind knowing that your finances are being managed professionally.

They help optimise your portfolio for growth and stability while ensuring you stay on track towards achieving long-term financial goals like retirement or legacy planning.

Choosing the right Private Wealth Advisor involves researching their credentials, experience, and reputation. Look for advisors with relevant qualifications such as Chartered Financial Planner (CFP) status or membership in professional bodies like CISI.

Consider their approach to client service—do they take time to understand your needs? Personal recommendations and reviews can also provide valuable insights.

When selecting a Private Wealth Advisor, look for qualities such as expertise in wealth management, strong communication skills, integrity, and a client-focused approach.

They should be transparent about fees and able to explain complex concepts clearly. Additionally, find someone who aligns with your values and understands your financial aspirations.

Share Your Story Now

Boost your visibility and attract more customers by getting listed today. Stand out in the crowd and let the right people find you easily.

Finance Services

Discover Manchester's Leading Financial Experts

Finance

Finance

Discover expert financial support in Manchester, offering comprehensive services from accounting and taxation to strategic financial planning. Rely on trusted professionals dedicated to providing clarity and peace of mind.

Stay Informed and Empowered

Related Resources About Private Wealth Advisors

Dive into our collection of expert-curated resources on private wealth advisors. From actionable guides to the latest industry trends, our insights are designed to help Manchester businesses thrive.

2024-11-25

Choosing the right service provider can have a profound impact. Discover key steps, expert tips, and crucial factors to help you find the perfect provider tailored to your unique needs.

2024-11-10

Discover the power of local business directories and how they can enhance visibility, attract customers, and grow your business.

2024-11-05

Technology is a transformative force in the growth of small businesses. Explore the tools, strategies, and innovations that can empower entrepreneurs to thrive in today’s competitive market.