ALBRIGHTON WEALTH MANAGEMENT LTD

What ALBRIGHTON WEALTH MANAGEMENT LTD does

Albrighton Wealth Management Ltd is a privately held, family-run UK financial advisory firm registered in England and Wales (company number 06332779), headquartered in Shifnal, Shropshire, with a secondary location in Stafford. Operating as an Appointed Representative of St. James's Place Wealth Management plc — which is authorised and regulated by the Financial Conduct Authority — the firm is contractually restricted to advising on SJP's wealth management products and services, including ISAs, Junior ISAs, Unit Trusts, Investment Bonds, SIPPs, annuities, drawdown, protection products, mortgages, and the Polaris and Growth Portfolio fund ranges. It also layers in third-party integrations: Metro Bank lending, Flagstone cash deposits, Genus Trust Company trustee services, and estate administration providers (Kings Court Trust, Clarke Wilmott, Pavilion Row), plus a Family Healthcare Plan with Western Provident Association. There is no proprietary technology — all investment platforms, fund ranges, and administrative systems are provided by SJP.

The firm employs 8 staff across advisory, mortgage, client service, paraplanning, and administrative functions, led by Director David Hobbs (33 years in financial services since 1990) and including a second-generation adviser, Callum Hobbs, a graduate of the SJP Academy. Revenue is generated through a multi-layer fee stack: an initial advice charge (3% on the first £250,000, 2% on the next £250,000, 1% above £500,000), an ongoing advice charge of 0.80% per annum with tiered reductions, SJP product charges, and underlying fund charges of 0.09%-0.69%. Go-to-market is entirely face-to-face advisory via scheduled consultations at the Shifnal and Stafford offices, supplemented by an E-Briefing Service newsletter and SJP-hosted private client events. The target client base spans retired individuals, company directors, business owners, professional partnerships, and HNW private clients in the UK West Midlands and surrounding regions, with acquisition driven primarily by referrals, testimonials, and the SJP brand.

Name

ALBRIGHTON WEALTH MANAGEMENT LTD

Legal name

Albrighton Wealth Management Ltd

Website

https://albrightonwm.co.uk

Company type

Private

Founded year

2007

Operating status

Operating

Short description

Albrighton Wealth Management Ltd is a family-run UK financial advisory firm and Appointed Representative of St. James's Place, providing face-to-face holistic wealth management — investment, retirement, protection, mortgage, and intergenerational planning — to individuals, business owners, and HNW clients across the West Midlands from offices in Shifnal and Stafford.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management advisory
• Financial planning services
• Retirement planning advice
• Investment advisory services
• Protection and estate planning

Headquarters

HQ city

Shifnal

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Initial Advice Charge: Charged on the total amount invested at the point of receiving advice. Applied in bands: 3% on first £250,000, 2% on next £250,000, 1% on any amount over £500,000.
2. Ongoing Advice Charge: Annual charge based on value in accounts. 0.80% for advice, with tiered reductions for larger portfolios. Includes ongoing suitability reviews and ongoing support.
3. Product Charge: Charges for account administration, tiered and reduces based on amount invested across SJP products.
4. Fund Charge: Charges for management and oversight of funds, ranging from 0.09% to 0.69% depending on the fund selected.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Albrighton Wealth Management Ltd is a family-run financial advisory practice delivering holistic personal financial planning to private clients, families, business owners, and professional partnerships. Core offerings include investment planning, retirement planning, protection planning, corporate services, mortgages and specialist banking, and intergenerational wealth management. The firm operates as an Appointed Representative of St. James's Place Wealth Management plc and is based in Shifnal, Shropshire, UK, with a team of approximately 8 members.

Product overview

Albrighton Wealth Management Ltd is a financial advisory firm operating as an Appointed Representative of St. James's Place Wealth Management plc. The firm offers a comprehensive suite of wealth management services organized around five core pillars: Investment Planning (including ISAs, Unit Trusts, Investment Bonds, and Portfolio solutions like Polaris and Growth Portfolios), Retirement Planning (covering SIPPs, annuities, flexi-access drawdown, and trustee schemes), Protection Planning (life insurance, critical illness cover, income protection, and private medical insurance), Corporate Services (employee benefits, corporate pensions, tax mitigation, and exit strategy planning), and Banking & Mortgages (residential and commercial mortgages, cash management, and short-term lending). The firm also provides specialized intergenerational wealth management services, estate administration support through third-party partners, professional trustee services, and access to financial planning calculators. All products are underwritten or managed by St. James's Place, with whom Albrighton maintains an exclusive advisory partnership.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Planning
• Retirement Planning
• Protection Planning
• Corporate Services
• Mortgages and Specialist Banking
• Intergenerational Wealth Management

Quantifiable outcome

• Over 1,000,000 clients served through SJP network
• +1 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Partnerships

One partnership is on record.

• St. James's Place Wealth Management plccoreStrategic or Co-development PartnerAlbrighton Wealth Management Ltd is an Appointed Representative of St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. The practice exclusively represents SJP for advising on the Group's wealth management products and services. SJP provides the investment platform, fund range, administrative systems, and product suite, while Albrighton provides face-to-face financial advice and planning.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Regional players

• Arbuthnot Latham: UK private bank offering bespoke banking, investment management, and financial planning to HNW individuals, families, and entrepreneurs. Comparable to Albrighton in serving HNW clients with relationship-led advice, though with in-house banking, lending, and discretionary investment management capabilities.
• Brown Shipley: UK private bank and wealth manager providing investment management, financial planning, and banking services to HNW clients, with a particular focus on entrepreneurs and business owners. Directly comparable to Albrighton's business-owner and company-director segments, but with multi-generational planning, lending, and banking capabilities.
• WH Ireland: UK wealth management and professional services firm offering private wealth management, financial planning, and investment management to HNW individuals and intermediaries. Comparable to Albrighton's holistic advisory proposition, with similar target segments (business owners, professionals, retirees), but with broader regional footprint and proprietary investment solutions.

Broad incumbents

• Rathbones: UK-listed discretionary investment manager and wealth adviser offering bespoke portfolio management and financial planning to HNW individuals, families, and trusts. Compares to Albrighton in targeting HNW clients with holistic, relationship-led advice, but operates at significantly greater AUM scale and with discretionary management as a core capability.
• Coutts: Private banking and wealth management arm serving UK HNW and UHNW clients with banking, investment, and advisory services. Compares to Albrighton's Private Clients (HNW) segment and emphasis on long-term relationship management, but Coutts operates a full private bank with lending and treasury capabilities.
• Quilter: UK-listed wealth manager and adviser platform serving mass-affluent and HNW clients through both direct channels and a network of financial advisers. Like Albrighton, Quilter focuses on advised wealth management with retirement, investment, and protection offerings, but at national scale and with proprietary platform technology.
• Schroders Wealth Management: Global asset manager with a UK private wealth division offering discretionary portfolio management and financial planning to HNW individuals and families. Comparable to Albrighton in serving HNW clients with investment and retirement planning, with greater product breadth and institutional investment capabilities.
• Tilney (Evelyn Partners): UK wealth management and professional services group offering investment management, financial planning, tax, and advisory services to private clients and intermediaries. Highly comparable to Albrighton's holistic 'cradle to grave' proposition, particularly for business owners and company directors, though at materially larger scale.
• Brewin Dolphin (RBC Wealth Management UK): UK wealth manager providing investment management, financial planning, and advice to private clients, intermediaries, and charities. Comparable to Albrighton in serving HNW individuals with holistic planning, retirement, and estate services, but with national branch coverage and substantially larger AUM.
• St. James's Place Wealth Management: The parent wealth management network of which Albrighton is an Appointed Representative. SJP operates a £220bn+ AUM UK wealth platform with a national network of partner practices, offering the same curated fund range, Polaris portfolios, and discretionary services that Albrighton distributes. It is the most direct comparable in business model and product set, but at vastly greater scale and as a public company.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php?id=100082303767664
• LinkedInlinkedin.com/in/callum-hobbs

Compliance1 record

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 ALBRIGHTON WEALTH MANAGEMENT LTD