What MacIntosh James & Partners does

MacIntosh James & Partners is a privately held, FCA-authorised (Firm Reference Number 402757) independent wealth management firm headquartered in Leeds, United Kingdom. Founded in 2004 by Paul MacIntosh and Simon James, the firm provides bespoke private wealth management services to high net worth individuals, including professionals, senior executives, entrepreneurs and business owners. Service delivery is relationship-led and bespoke, with no standardised pricing or product tiers disclosed.

The firm's core offering is structured around three integrated pillars: Wealth Creation (personalised financial strategy and investment management), Wealth Protection (risk management and insurance-linked solutions) and Wealth Preservation (estate planning, business exit and succession strategies). Adjacent specialist modules include retirement planning, tax planning and tax-efficient investment products such as the Enterprise Investment Scheme (EIS). The firm positions itself as independent and whole-of-market, recommending only products that pass internal selection criteria rather than manufacturing or distributing proprietary products.

The revenue model is professional services-based, generating fees from financial advice and investment management mandates under FCA regulation. Distribution is direct-to-client via phone, email and video conferencing (Skype, FaceTime, Zoom, Microsoft Teams), supported by a content marketing blog providing market commentary. The firm operates from a single UK office, serves a single country (GBR) and is founder-controlled, with no disclosed external investors, parent company, M&A activity, or proprietary technology platforms.

Name

MacIntosh James & Partners

Legal name

MacIntosh James & Partners Ltd

Website

https://mjpwm.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

MacIntosh James & Partners is an FCA-authorised, independent UK wealth management firm in Leeds providing bespoke investment, retirement, tax and estate planning advice to high net worth individuals on a fee-based, whole-of-market basis.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Wealth management services
• Private wealth management
• Retirement planning
• Estate planning
• Investment advisory services

Headquarters

HQ city

Leeds

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advice and Investment Management Services: The firm provides wealth management services including investment management, retirement planning, tax planning, and wealth protection. Revenue is generated through fees for financial advice and investment management services. The FCA regulates advice on investment and insurance business.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

MacIntosh James & Partners is an independently owned, FCA-regulated (FRN 402757) private wealth management firm founded in 2004 that provides bespoke financial planning and investment advice to high-net-worth individuals, families, professionals, business owners, and retirees across the UK. Core offerings span wealth creation, protection, and preservation — delivered by Chartered Financial Planners through a fee-based, whole-of-market advisory model with optional Enterprise Investment Scheme (EIS) investment access.

Product overview

MacIntosh James & Partners is a wealth management firm offering a unified suite of services centered on Private Wealth Management. The core offering encompasses three integrated pillars: Wealth Creation (personalized financial strategy and investment management), Wealth Protection (risk management solutions), and Wealth Preservation (estate and succession planning). Supporting services include Specialist Advice on investment, retirement, tax, and wealth protection matters, as well as Market Commentary providing ongoing financial analysis. The firm also provides specialized advisory services in Retirement Planning and Estate Planning, including tax-efficient investment products such as the Enterprise Investment Scheme (EIS) for high net worth clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Wealth Management The umbrella bespoke service through which MacIntosh James & Partners delivers wealth creation, protection, and preservation advice to high-net-worth individuals, families, professionals, business owners, and retirees in the UK, structured around three pillars: Wealth Creation, Wealth Protection, and Wealth Preservation.
• Retirement Planning An advisory engagement delivered by MacIntosh James & Partners to help UK high-net-worth individuals build sustainable retirement income, structured around their wealth profile, longevity expectations, and tax position.
• Estate Planning An advisory engagement delivered by MacIntosh James & Partners to help clients structure inheritance, succession, and intergenerational wealth transfer in a tax-efficient manner.
• Enterprise Investment Scheme (EIS) A specialist tax-efficient investment offering made available to qualifying clients through MacIntosh James & Partners' whole-of-market research access, focused on UK Enterprise Investment Scheme opportunities that combine tax relief with growth-potential investments.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• Brewin Dolphin (now RBC Brewin Dolphin): UK wealth manager with ~£60bn AUM offering bespoke investment management and financial planning to HNW clients, professionals, and charities. Closely aligned in service mix (investment management, retirement, tax, estate planning) and target segment.
• St. James's Place: UK's largest wealth manager with ~£170bn AUM; offers wealth advisory to HNW individuals via a partnership model. Highly comparable in target client and service offering, though materially larger and architecturally different (tied adviser network rather than whole-of-market independent).
• Coutts: Iconic UK private bank (NatWest Group) providing banking, investment management, and wealth planning to HNW and UHNW clients. Overlaps with MJP in HNW advisory and bespoke wealth services, but Coutts serves a broader and higher-end client base with banking.
• Rathbones Group: Listed UK wealth manager with ~£100bn+ AUM providing discretionary investment management and wealth planning to HNW individuals, charities, and trusts. Direct overlap in investment management and HNW advisory, though at much greater scale.

Direct peers

• Walker Crips Group: UK wealth manager offering bespoke investment management and financial planning to HNW private clients, similar in scale and independent ethos to MJP. Direct comparison on business model and client type.
• Quilter Cheviot: Discretionary investment manager part of Quilter plc, managing ~£30bn for HNW private clients, trusts, and charities. Directly comparable bespoke private client investment management model targeting similar client profiles to MJP.
• JM Finn & Co: Independent UK wealth manager managing ~£10bn for private clients, families, trusts, and charities. Highly comparable independent, boutique private client investment management model — strong direct peer on size, positioning, and approach.
• Evelyn Partners: UK wealth management and professional services firm providing investment management, financial planning, and tax/estate advice to HNW individuals and families. Closely matches MJP's integrated Creation/Protection/Preservation service architecture.
• Brown Shipley: Private bank and wealth manager serving HNW individuals, entrepreneurs, and families with bespoke investment management, financial planning, and banking services. Comparable client profile and full-service wealth proposition to MJP.
• Tilney (now part of Evelyn Partners) / Smith & Williamson: UK wealth management and professional services firm (now merged into Evelyn Partners) providing investment management, tax, and financial planning to HNW individuals. Comparable integrated HNW advisory proposition and UK footprint.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

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 MacIntosh James & Partners