Wealth Professional CFP
Wealth Professional (trading style of Medical & Professional CFP Ltd) is a UK independent financial adviser firm providing face-to-face wealth, retirement, business and legacy planning to high net worth individuals, families and business owners across three UK offices.
- Company typePrivate
- Founded2013
- HeadquartersBathgate, United Kingdom
- Headcount—
- GTM typeB2C
- OfferingServices
What Wealth Professional CFP does
Wealth Professional is the trading name of Medical & Professional CFP Ltd (SC400522), a UK independent financial adviser firm founded in 2013 by Douglas Mitchell and headquartered in Bathgate, Scotland. The firm delivers regulated, face-to-face financial planning across five service streams — family, wealth, business & career, retirement, and legacy planning — serving high net worth individuals, families, business owners, pre-retirees, and estate-planning clients through three UK offices (Bathgate, Aberdeen opened September 2024, and Horsham). It is staffed by approximately 15 personnel, including three directors, several qualified wealth consultants, and a Graduate Academy pipeline.
The firm's core technology stack comprises the Wealth Platform client portal (consolidated view of pensions, savings, investments and liabilities accessible on any device), cashflow modelling tools for personalised retirement and lifestyle scenario planning, and a strategic partnership with Portfoliometrix (PMX) for discretionary fund management and model portfolio construction. The firm operates as an appointed representative of Best Practice IFA Group Ltd (FCA reference 555157) within the Benchmark Capital network, using that infrastructure for compliance and platform services. Distribution is direct and relationship-led, with the digital Wealth Platform supplementing (not replacing) personal consultations.
Revenue is generated through financial advisory fees, typically structured as a percentage of assets under management plus fixed planning fees, supplemented by wealth management and tax/trust planning engagements. The business was acquired by Nine Edge Wealth Limited in 2025, becoming part of a newer wealth management platform emphasising technology-enabled financial planning delivery. Pricing is not publicly disclosed, and the firm maintains a multi-award profile through its network (Best Network and Best Wealth Management Platform awards spanning 2018–2024) rather than its own direct award wins.
Wealth Professional CFP firmographics
Firmographics- Name
- Wealth Professional CFP
- Legal name
- Medical & Professional CFP Ltd
- Website
- https://wealthprofessional.co.uk
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Short description
- Wealth Professional (trading style of Medical & Professional CFP Ltd) is a UK independent financial adviser firm providing face-to-face wealth, retirement, business and legacy planning to high net worth individuals, families and business owners across three UK offices.
- Ownership category
- akta.pro rank
Wealth Professional CFP industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
Keywords
Where Wealth Professional CFP is headquartered
LocationHeadquarters
- HQ city
- Bathgate
- HQ country
- United Kingdom
- HQ region
- Europe
Offices3 records
Markets served
Wealth Professional CFP business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Advisory Fees: Wealth Professional generates revenue through financial advisory fees, typically charged as a percentage of assets under management or through fixed fees for specific planning services. As an independent financial adviser, they provide regulated financial advice covering investments, pensions, tax planning, and estate planning.
- Wealth Management Services: Comprehensive wealth management services considering all client assets including Pensions, Savings, Investments, and liabilities, utilizing Taxation and Trust strategies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | — | Bespoke financial planning services tailored to individual client needs |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Wealth Professional CFP product offering
Product offeringCore offering
Wealth Professional provides independent financial planning and advice across five integrated areas: family financial protection, wealth management, business and career planning, retirement planning, and legacy planning. The firm serves individuals, families, and business owners through face-to-face consultations supported by the Wealth Platform digital client portal, which offers consolidated visibility of pensions, savings, investments, and liabilities. As an appointed representative of Best Practice IFA Group Ltd, the firm is FCA-regulated and operates from offices in Bathgate (Scotland), Aberdeen, and Horsham (England).
Product overview
Wealth Professional is a financial planning firm operating as a unified offering across five integrated service areas: family financial protection, wealth management, business and career planning, retirement planning, and legacy planning. All services are delivered through the proprietary Wealth Platform client portal, which provides consolidated wealth visibility and secure access to financial planning information. The company supplements its advisory services with downloadable Key Guide resources and maintains quality standards through its Graduate Academy Programme for developing new advisers. Wealth Professional is a member of the Benchmark Capital Group network and partners with investment specialists including Portfoliometrix (PMX).
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Services
Quantifiable outcome
- Three generations of a family have benefited from Wealth Professional's financial planning input
- +1 more outcomes
Companies that use Wealth Professional CFP
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles4 records
Wealth Professional CFP technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Wealth Professional CFP partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered flagship and core.
- Nine Edge Wealth LimitedflagshipWealth Professional is now part of Nine Edge Wealth Limited, representing a strategic acquisition. Nine Edge's emphasis on technology as a means of improving client outcomes and adviser efficiency attracted Wealth Professional. Clients continue to benefit from the same personal service, now supported by the additional strength, scale and capabilities of Nine Edge Wealth.
- Benchmark Capital GroupcoreWealth Professional is a long standing member of the multi-award winning Benchmark Capital Group. Benchmark provides network infrastructure, compliance support, and platform services. Their recent accolades include multiple Best Network and Best Wealth Management Platform awards.
- Portfoliometrix (PMX)coreStrategic partnership with Portfoliometrix, a multiple award-winning Discretionary Fund Manager and model portfolio provider. The partnership enhanced Wealth Professional's investment proposition through macro-economic inputs, market valuations, and unconstrained global fund manager selection.
- Wealth PlatformcoreWealth Platform is a market-leading client portal providing consolidated view of client wealth including pensions, savings, investments, and liabilities. Offers secure access on any device for ongoing client engagement.
Scale indicators5 records
Recent moves8 records
Expansion highlights5 records
Wealth Professional CFP competitors and assessment
Company assessmentBroad incumbents
- St. James's Place: UK's largest wealth management group with a partnership model of affiliated advisers providing financial planning and investment services to individuals and businesses. Directly comparable business model but at significantly greater scale.
- Evelyn Partners (formerly Tilney): Large UK wealth management and professional services group offering financial planning, investment management, and tax advice. Comparable comprehensive wealth planning but at national scale across many offices.
- Quilter: UK wealth manager with a national adviser network offering financial planning, investments, and pensions. Similar IFA-style proposition delivered through a much larger network of affiliated advisers.
- Sanlam UK: UK wealth management arm of Sanlam, providing financial planning and investment services to HNW individuals. Similar comprehensive wealth planning proposition delivered through affiliated advisers across the UK.
- Openwork: UK advice and distribution network supporting affiliated financial advisers with compliance, platform, and infrastructure. Structurally comparable to the Best Practice IFA / Benchmark Capital relationship Wealth Professional depends on, but at much larger scale.
Direct peers
- Rathbones Group: UK-listed wealth manager providing investment management, financial planning, and advice to private clients, charities, and trustees. Comparable mid-to-high net worth client base and full-service financial planning proposition.
- Brooks Macdonald: UK discretionary fund manager and financial planner serving HNW individuals, families, and intermediaries. Comparable in providing integrated wealth management and financial planning with discretionary portfolio management.
- Brewin Dolphin (RBC Wealth Management UK): UK wealth manager providing discretionary investment management and financial planning to private clients, charities, and intermediaries. Highly comparable full-service wealth proposition with similar client segments.
- Chase de Vere: UK independent financial adviser providing financial planning, investments, and pension advice to individuals and business owners. Closely comparable mid-sized IFA with multi-office UK presence and similar client segments.
Regional players
- SJB (Scottish investment manager): Edinburgh-based discretionary investment manager providing wealth management services to private clients and intermediaries. Comparable Scotland-based wealth proposition with discretionary portfolio management capability.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Wealth Professional CFP social profiles
Digital presenceWealth Professional CFP compliance and trust
Trust signalCompliance2 records
Wealth Professional CFP financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wealth Professional CFP leadership team
Management profileNumber of profiles
Profiles15 records
Wealth Professional CFP funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wealth Professional CFP M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wealth Professional CFP
What does Wealth Professional CFP do?
Wealth Professional provides independent financial planning and advice across five integrated areas: family financial protection, wealth management, business and career planning, retirement planning, and legacy planning. The firm serves individuals, families, and business owners through face-to-face consultations supported by the Wealth Platform digital client portal, which offers consolidated visibility of pensions, savings, investments, and liabilities. As an appointed representative of Best Practice IFA Group Ltd, the firm is FCA-regulated and operates from offices in Bathgate (Scotland), Aberdeen, and Horsham (England).
Is Wealth Professional CFP a public or private company?
Wealth Professional CFP is a private company. It is classified as corporate owned and is currently operating.
When was Wealth Professional CFP founded?
Wealth Professional CFP was founded in 2013.
Where is Wealth Professional CFP based?
Wealth Professional CFP is headquartered in Bathgate, United Kingdom, in the Europe region.
How does Wealth Professional CFP make money?
Two revenue lines are on record. Financial Advisory Fees are the primary driver. The others are wealth Management Services.
Who are Wealth Professional CFP's main competitors?
Broad incumbents on record are St. James's Place, Evelyn Partners (formerly Tilney), Quilter, Sanlam UK and Openwork. Direct peers are Rathbones Group, Brooks Macdonald, Brewin Dolphin (RBC Wealth Management UK) and Chase de Vere. SJB (Scottish investment manager) is listed as a regional player.
Does Wealth Professional CFP have an API?
No public API is recorded for Wealth Professional CFP.
What industry is Wealth Professional CFP in?
Wealth Professional CFP's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.