Fleet Street Wealth

Name

Fleet Street Wealth

Legal name

Fleet Street Financial

Website

https://fswealth.co.uk

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

akta.pro secondary industries

Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Independent wealth management
• Financial advisory services
• Investment management
• Retirement planning
• Tax planning services

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Advisory and Wealth Management Fees: Fleet Street Wealth operates as a fee-based independent wealth management firm. They charge advisory fees for bespoke financial planning, investment management, and wealth management services. The firm transparently communicates costs through a fee schedule from the outset.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Fleet Street Wealth is a Chartered, independent, fee-based wealth management firm that delivers bespoke financial advice, investment strategies, and holistic wealth management to individuals, corporations, and charitable bodies. Core services span tailored investment solutions, retirement planning, tax and Inheritance Tax planning, protection, and equity release, with deep expertise serving the UK legal sector as a Bar Council Partner.

Product overview

Fleet Street Wealth operates as a Chartered, independent, fee-based wealth management firm offering a comprehensive suite of financial advisory services. The firm provides holistic wealth management, bespoke investment strategies, and financial planning across four core service areas: individual wealth management (with particular expertise serving barristers and legal professionals as a Bar Council Partner), corporate services for businesses, and advisory services for charities and trustees. The offering encompasses retirement planning, Inheritance Tax planning, tax planning, protection planning, and equity release advisory, all delivered through independent, well-researched advice working with major financial institutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Services for Individuals Tailored financial advice and wealth management for individuals, with particular expertise serving barristers, solicitors, accountants, medical professionals, and individuals from other professional sectors. Delivered through consultative, bespoke advisory engagements.
• Corporate and Business Wealth Services Financial advice and investment management for businesses and business owners, including occupational benefits design, corporate investment strategies, and bespoke solutions for growing and thriving companies.
• Charity and Trust Services Specialised advisory for charitable bodies and trustees, covering charitable obligations, management of charitable funds, and alignment of trust interests with investment goals through partnerships with major investment houses and discretionary fund managers.
• Bespoke Investment Strategies Independent investment advisory built on rigorous market research and analysis, designing personalised portfolios that may include ethical investments, portfolio rebalancing, and sitting on investment boards for oversight.
• Retirement Planning Comprehensive retirement planning including pension advice, cash flow forecasting, and retirement income strategy development for individuals and professionals.
• Inheritance Tax Planning Estate planning and Inheritance Tax mitigation strategies, including gifting strategies, trust arrangements, and wealth transfer planning.
• Tax Planning Services Holistic tax planning covering Income Tax, Capital Gains Tax, and Inheritance Tax to optimise clients' overall tax positions.
• Protection Planning Life insurance and financial protection advice to ensure client families have financial resilience and security.
• Equity Release Advisory Advice on equity release products for clients seeking to access housing wealth for retirement planning or other financial needs.

Named customers8 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and flagship.

• Groundwork LondoncoreOthers · 1 January 2020Fleet Street Wealth formed a corporate charity partnership with Groundwork London in 2020. Groundwork London is a charity helping London's vulnerable communities become greener, safer and stronger. The partnership involved pro-bono support, fundraising and corporate contributions. Groundwork London's 2020 targets included motivating 500 young people to learn and achieve, helping 500 people progress into training or employment, 10,000 days of voluntary action in local communities, and 250,000 Londoners benefitting from their work.
• Bar CouncilflagshipStrategic or Co-development PartnerFleet Street Wealth is a Bar Council Partner and one of the main providers of financial advice to barristers in the UK. This partnership provides preferential access to the legal profession and positions the firm as a trusted advisor within the barrister community.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Peers

• Brewin Dolphin (now part of RBC Wealth Management):

Direct peers

• Killik & Co: London-based independent chartered wealth manager offering bespoke financial planning and investment management to HNW individuals. Closest comparable to Fleet Street Wealth in terms of city, independent fee-based model, HNW focus and bespoke advisory delivery.
• JM Finn: London-based discretionary private client investment manager providing bespoke portfolio management to HNW individuals, families, trusts and charities. Comparable in being a London-headquartered boutique serving HNW clients with bespoke investment services, including a strong focus on trustees and charities.
• Rathbones Group: UK-listed chartered wealth manager providing bespoke investment management and financial planning to HNW individuals, families, charities and trustees. Directly comparable across client segments (including trustees/charities), service mix and UK independent advisory positioning.
• Charles Stanley: UK wealth manager offering investment management, financial planning and wealth advisory services to HNW individuals, families and charities. Comparable in client segments (including professional partnerships and charities), independent advisory ethos and UK-only footprint.
• Evelyn Partners (formerly Smith & Williamson): UK chartered wealth management and professional services group serving HNW individuals, families, professional partners and charities. Comparable in independent chartered model, HNW/professional client base (including legal and accounting sectors), and breadth of wealth planning and investment services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights2 records

Customer concentration

• LinkedInlinkedin.com/company/fleet-street-financial-ltd
• Xx.com/fleetstwealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fleet Street Wealth