Advies Private Clients

What Advies Private Clients does

Advies Private Clients LLP is a UK-regulated wealth advisory firm headquartered at 100 Bishopsgate in the City of London, serving affluent and high-net-worth individuals and families. The firm was founded in 2006, operates with 11-50 employees, and is structured as a Limited Liability Partnership registered in England and Wales (No. OC319179). It is a subsidiary of Saltus Partners LLP, which holds the parent ownership relationship via the website copyright, and is directly authorised and regulated by the Financial Conduct Authority (reference 937655).

The firm's core offering is an integrated wealth-management suite comprising Financial Planning, Investment Management (including sustainable investing), Mortgages, and broader Wealth Advisory, delivered through a sales-led, high-touch direct-advisory model based at its single London office. Underlying technology is described as a wealth management platform that combines expert human advice with "market-leading technology" tools, supplemented by an online client portal for account access and engagement; no proprietary AI, AI-powered features, or disclosed data assets are referenced. Revenue is generated through recurring advisory fees tied to ongoing wealth-management relationships and one-time financial planning engagements, with pricing not publicly disclosed and customised per client.

The firm differentiates against traditional high-street financial advisors through its City of London location, FCA-regulated advisor bench, and stated emphasis on lifelong client relationships; it has been consecutively recognised in the Top 100 Financial Advisers list in 2022 and 2023 by the Financial Adviser Publication, providing its primary external credibility signal.

Name

Advies Private Clients

Legal name

Advies Private Clients LLP

Website

https://advies.co.uk

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Advies Private Clients is a London-based, FCA-regulated wealth advisory firm serving high-net-worth individuals with financial planning, investment management, and mortgage services. It operates as a subsidiary of Saltus Partners LLP from its City of London office.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA)

akta.pro secondary industries

Family Office Services (Single & Multi-Family Office) (FSABADAF), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

Keywords

• Wealth advisory services
• Financial planning
• Investment management
• Private client services
• Mortgage advisory

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Advisory Fees: The firm generates revenue through wealth management and financial advisory services, likely including financial planning fees, investment management fees, and mortgage advisory services. As a regulated wealth advisory firm, revenue is derived from fees for ongoing advisory relationships and one-time planning engagements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Advies Private Clients is a wealth advisory firm based in the City of London that delivers financial planning, investment management, and mortgage advisory services to affluent individuals and families. The firm combines expert human financial advice with market-leading technology and emphasizes lifelong client relationships, operating as a regulated alternative to traditional high-street financial advisors.

Product overview

Advies Private Clients is a wealth advisory firm offering an integrated suite of financial services centered around wealth management. The core offering consists of Financial Planning, Mortgages, and Investment Management (including sustainable investing options), supported by Insights content and wealth advisory expertise. The firm positions itself as a technology-enabled alternative to traditional high-street financial advisors, combining expert human advice with market-leading technology to manage and protect client wealth.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning services designed to manage and protect client wealth, combining expert advice with market-leading technology for affluent individuals and families.
• Investment Management Professional investment management services including a defined investment process, sustainable investing options, and performance-driven expertise for managing client portfolios.
• Mortgages Mortgage advisory services offered as part of the wealth management suite to help clients with property financing needs alongside their broader financial plan.
• Wealth Advisory High-touch wealth advisory services delivered by expert advisors in the City of London office, emphasizing lifelong client relationships and a family-like level of service.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Saltus Partners LLPminorOthersSaltus Partners LLP is referenced as the parent company/owner of Advies Private Clients LLP. The copyright notice on the website states '© 2026 Saltus Partners LLP', indicating a corporate ownership relationship where Saltus Partners LLP holds or controls Advies Private Clients.

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• St. James's Place: One of the largest UK wealth management groups, serving HNW and mass-affluent clients with financial planning and investment management. Comparable client segment and integrated advisory proposition, but operating at vastly greater scale via a national adviser network.
• Quilter: UK wealth management group providing advice, investment platforms, and financial planning to HNW and mass-affluent clients. Comparable in target client and breadth of wealth services, but operating at national listed-company scale.
• Brewin Dolphin: UK wealth manager (now part of RBC) offering discretionary investment management and financial planning to HNW clients. Overlaps with Advies in HNW investment management, financial planning, and relationship-led advice.
• Rothschild & Co Wealth Management: Global private wealth manager with a significant UK HNW practice offering discretionary investment management and wealth structuring. Comparable HNW/UHNW focus, though typically serving a higher asset tier than Advies.
• Rathbones Group: Listed UK wealth manager providing investment management, financial planning, and advice to HNW individuals, families, and charities. Directly comparable HNW focus and investment-led proposition, with a much larger national footprint.

Direct peers

• Saltus Partners LLP: Parent company of Advies Private Clients and a UK HNW wealth management firm offering financial planning, investment management, and tax advice. Directly comparable in product mix, target client, and business model, with the additional relevance of being the strategic parent.
• Canaccord Genuity Wealth Management: UK wealth manager providing discretionary and advisory investment management to HNW individuals. Comparable HNW client base, investment-led proposition, and City of London footprint.
• Killik & Co: London-based, privately owned wealth advisory firm offering financial planning, investment management, and tax advice to HNW clients. Closely comparable boutique scale, HNW target market, and integrated advisory proposition.
• Tilney (now part of Evelyn Partners): UK wealth manager providing financial planning, investment management, and tax services to HNW individuals and families. Directly comparable client segment, product mix, and relationship-led model.
• Evelyn Partners: UK wealth management and professional services firm offering financial planning, investment management, tax, and mortgage advice to HNW clients. Closely comparable integrated HNW proposition including mortgages and financial planning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Advies-Private-Clients-LLP-598148980236928
• LinkedInlinkedin.com/company/advies-private-clients-llp

Revenue estimate

Valuation estimate

Number of profiles

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 Advies Private Clients