The Wealth Group

Name

The Wealth Group

Legal name

The Wealth Group Limited

Website

https://wealth-group.co.uk

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Independent Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Pension Funds (525110)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Tax-Focused Wealth Management RIAs (FSAAACAD), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Independent financial advice
• Wealth management services
• Retirement planning
• Estate planning services
• Corporate financial planning

Headquarters

HQ city

Evesham

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Compliance and Regulatory, Marketing or Sales

Revenue model

1. Financial advisory fees: The firm charges initial fees and ongoing fees agreed with clients upfront. These cover financial planning, investment advisory, and estate planning services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

The Wealth Group is an independent financial adviser providing wealth management and financial planning services to high net-worth individuals and small/medium-sized businesses in the United Kingdom. Its core offerings include investment management, retirement planning, tax and estate planning, probate and estate administration, personal and corporate protection insurance, and corporate business planning, delivered on a fee basis independent of any insurer, bank, or product provider.

Product overview

The Wealth Group offers a unified financial advisory and management platform providing integrated services for both high net-worth individuals and small to medium sized businesses. The core product portfolio includes Investment Management (delivered through diversified asset allocation across cash, fixed interest, property, and equities via tax-efficient vehicles), Retirement Planning (encompassing SIPP, SSAS, and group pensions), Individual Tax and Estate Planning with will preparation and probate services, and various protection insurance products for individuals and businesses. The firm operates with a conservative investment philosophy focused on steady returns through regular structured reviews, emphasizing independence from financial product providers.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management An independent investment advisory service for clients managing portfolios of investments, tailored to individual circumstances and risk profile.
• Retirement Planning Financial planning service focused on preparing clients for retirement, including pension and income strategies for individuals.
• Individual Tax and Estate Planning Advisory service for individuals covering personal tax efficiency and estate planning strategies.
• Probate and Estate Administration Service assisting clients with probate processes and administration of estates following death.
• Family and Individual Protection Insurance Insurance advisory service for individuals and families covering life, critical illness, and income protection needs.
• Corporate Business Planning Financial planning service for small and medium-sized businesses, addressing corporate financial strategy and structure.
• Partnership and Shareholder Protection Insurance Insurance advisory service for business partnerships and shareholders covering ownership continuity and protection arrangements.
• Corporate Tax Planning Advisory service for businesses focused on corporate tax efficiency and structuring strategies.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature1 record

Partnerships

One partnership is on record.

• Trusted third party advisersminorOthersThe firm refers clients to a small number of trusted third party advisers for services outside their focus areas, specifically mortgages, equity release, and general insurance services. The firm stays in touch to monitor progress on referred matters.

Scale indicators1 record

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• Brown Shipley: UK private bank and wealth manager serving HNW individuals, families, entrepreneurs, and intermediaries with investment management and banking services. Comparable in targeting UK HNW with integrated wealth and tax planning capabilities.
• Rathbones Group: One of the UK's largest wealth managers providing investment management, financial planning, and tax services to private clients, charities, and trustees. Comparable in serving UK HNW individuals with integrated wealth services, but at materially greater scale.
• Brewin Dolphin (now RBC Brewin Dolphin): UK wealth manager offering investment management and financial planning to private clients, advisers, and intermediaries. Comparable in target market (UK HNW) and breadth of wealth services, though significantly larger and now part of RBC.
• Charles Stanley: UK wealth manager providing investment management, financial planning, and wealth structuring services to private clients. Comparable in offering integrated advice to UK HNW individuals with a relationship-led model, though operating at much greater scale.
• Evelyn Partners (formerly Tilney): UK wealth management and professional services group offering investment management, financial planning, tax, and estate planning to private clients and entrepreneurs. Comparable in holistic HNW service breadth including tax and estate planning, though at substantially larger scale.
• St. James's Place: One of the UK's largest wealth managers with a Partnership model of advisers serving HNW individuals with investment, tax, and estate planning. Comparable in UK HNW target market and breadth of wealth services, though operating on a tied/restricted product model at scale.

Direct peers

• Foster Denovo: UK IFA and wealth management firm providing financial planning, investment, tax, and protection advice to HNW individuals and business owners. Comparable as an independent UK financial adviser serving a similar dual HNW/SME client base with cross-service breadth.
• Wren Sterling: UK IFA and wealth management firm offering financial planning, investment management, and retirement advice to private clients and SMEs. Comparable as an independent UK advisory firm serving HNW individuals and business owners with integrated wealth services.
• Killik & Co: Independent UK wealth manager serving individual investors with personalized investment advisory and financial planning. Comparable as a privately held, independent UK advice firm targeting affluent and HNW clients with long-term relationship-based service.
• Saunderson House: UK independent wealth manager focused on HNW individuals, providing investment advisory and financial planning services through a fee-based model. Highly comparable in target market (UK HNW), independence orientation, and holistic advisory approach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 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 The Wealth Group