Longhurst

What Longhurst does

Longhurst Limited is a UK-based, FCA-authorised (reference 11193790) independent financial planning practice founded in 2018 by Chris Broome, headquartered in Kingham in the Cotswolds with additional offices in Silverstone and London. The firm targets a narrow HNW segment — households with £1M+ in liquid assets (including pensions) or business owners within five years of a capital event — offering financial planning, wealth management, tax and estate planning, retirement planning, business exit advisory and behavioural coaching under three sub-branded client journeys (The Exit Equation, Quiet Confidence, and Live Well, Plan Well). Operations are positioned as 'human-first', with every client served by a Chartered Financial Planner, and the firm holds Cyber Essentials Plus, BS8577 and PSF Associate Firm credentials alongside the Chartered Financial Planner status regulated by the Chartered Insurance Institute.

The business operates a hybrid fee model: a £3,600 flat fee for the Initial Financial Planning Review (with a 100% satisfaction guarantee) plus approximately 1.15% ongoing (vs an industry median of 2.13%), combining percentage-based investment administration, fund and platform fees on third-party nominee accounts. Client engagement combines in-person advisory at the three offices (or client home/workplace) with secure video conferencing, and is supported by the proprietary MyLonghurst portal and mobile apps (iOS and Android) that aggregate investments, pensions, insurances, bank accounts, mortgages, loans and property with daily valuations. Planning workflows rely on licensed third-party tools — Voyant for interactive scenario modelling and Timeline for pension stress-testing against historical scenarios including the 1972-73 bear market and the Great Depression.

The firm is privately owned, bootstrapped and founder-led, with no external venture or private equity backing; leadership comprises Chris Broome as Managing Director, Adam Owen as Non-Executive Director, and a Chartered Financial Planner team of approximately 8-10. The firm was recognised in 2023 with Money Marketing Small Advice Firm of the Year, Next Generation Firm of the Year and Charity Champion Highly Commended, Professional Adviser Best Retirement Initiative, and International Adviser Excellence in Client Service, and reported a 2024 Net Promoter Score of 95.7 alongside £35,000+ raised for its Project Longhurst charitable giving programme launched in January 2023.

Name

Longhurst

Legal name

Longhurst Limited

Website

https://longhurst.co.uk

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Longhurst is a UK-based, FCA-authorised independent financial planning practice founded in 2018 by Chris Broome, serving high-net-worth households with £1M+ liquid assets and business owners approaching exit through Chartered Financial Planner-led wealth, retirement and tax planning.

Ownership category

akta.pro rank

Headquarters

HQ city

Kingham

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Planning and Wealth Management Fees: Fee-based model combining flat financial planning fees with percentage-based investment administration fees. Initial financial planning review with 100% satisfaction guarantee. Ongoing annual forward planning service.
2. Investment Management Administration: Ongoing administration fees for investment portfolio management through third-party platforms. Includes platform fees and fund charges.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Longhurst is an independent, human-first financial planning practice serving UK households with £1M+ in liquid assets or those preparing for a business exit within five years. The firm delivers comprehensive financial planning, wealth management, tax and inheritance tax planning, retirement planning, and investment management through three client journeys: The Exit Equation, Quiet Confidence, and Live Well, Plan Well. Services are supported by a proprietary client portal (MyLonghurst) and dedicated model portfolios with Growth, Income, and ESG strategies.

Product overview

Longhurst is a human-first financial planning practice offering a suite of financial planning services organized around three distinct client journeys: The Exit Equation (for business owners preparing for exit), Quiet Confidence (retirement-focused planning), and Live Well, Plan Well (general financial planning). The firm provides these services alongside a proprietary MyLonghurst client portal, a Longhurst Model Portfolio Service with Growth/Income/ESG strategies, and uses licensed planning tools Voyant and Timeline for scenario analysis. Project Longhurst represents the firm's charitable giving initiative.

Differentiator

Problem solved

Functional benefit

Brands

• MyLonghurst: A complementary wealth management portal for clients subscribing to the Annual Forward Planning service, enabling them to view their entire financial wealth in one place.
• The Exit Equation
• Quiet Confidence
• Live Well, Plan Well
• Project Longhurst

Products and services

• The Exit Equation A specialised financial planning journey for founders and business owners preparing for life beyond their business, typically on a capital event or exit runway within the next five years. It focuses on business exit readiness, succession planning, and post-exit wealth structuring for high-net-worth individuals.
• Quiet Confidence A retirement-focused financial planning approach for individuals who prefer strategy over spotlight, with emphasis on global diversification, low-cost investing, and disciplined retirement income structuring. Designed for pre-retirees seeking privacy and thoughtful wealth structuring.
• Live Well, Plan Well A holistic financial planning service for individuals and families who want their money to serve their life goals, covering wealth optimisation, intentional financial decisions, inheritance tax planning, estate planning, pensions, and ongoing advice.
• Longhurst Model Portfolio Service A discretionary investment management service providing access to specialist, independently selected and risk-graded portfolios following institutional investor practices. Offers Growth, Income, and ESG fund strategies.
• MyLonghurst Client Portal A complementary wealth management portal for clients subscribing to the Annual Forward Planning service, aggregating investments, savings, pensions, insurances, bank accounts, credit cards, mortgages, loans and property in a single view with daily valuations. Accessible via desktop and mobile app.

Quantifiable outcome

• Net Promoter Score of 95.7 in 2024, indicating exceptional client loyalty and satisfaction
• +1 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered minor.

• Humane World for AnimalsminorGTM or Marketing PartnerProject Longhurst beneficiary focusing on animal welfare causes. Longhurst supports the organization through donations as part of their corporate charitable giving programme. Content partnership includes sharing educational resources about animal welfare with clients.
• Humane Society InternationalminorGTM or Marketing PartnerProject Longhurst beneficiary focusing on animal welfare. HSI provides updates on campaign efforts including cosmetics animal testing bans, plant-based transitions, and wildlife protection. Longhurst donated to support their global animal welfare initiatives.
• Project Longhurst Beneficiaries (Humanitarian, Animal Welfare, Environmental, Financial Education)minorGTM or Marketing PartnerCorporate charitable giving programme launched January 2023. Annually donates minimum sum across causes, retaining each charity for at least 3 years. Beneficiaries span humanitarian, animal welfare, environmental and financial education sectors. Makes internal documents available for download to inspire other firms.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Saltus Partners: UK wealth manager targeting high-net-worth individuals with a holistic financial planning model and London-based advisers. Directly comparable to Longhurst's HNW focus, fee-based planning approach, and emphasis on long-term trusted advisory relationships.
• Wren Sterling Financial Planning: Independent UK financial planning firm serving HNW clients and business owners with whole-of-market advice. Comparable to Longhurst in its boutique, fee-based, planning-led model and emphasis on chartered adviser credentials.
• Vesta Wealth Partners: UK independent financial planner offering bespoke wealth management to high-net-worth individuals, entrepreneurs, and retirees. Closely comparable to Longhurst's client segments (founders, pre-retirees) and recurring fee-based engagement model.

Broad incumbents

• St. James's Place: UK's largest wealth manager with a network of advisers serving HNW clients. Comparable as a benchmark for what scaled UK HNW wealth management looks like, though SJP uses a restricted product range unlike Longhurst's whole-of-market model.
• Rathbones Group: Established UK wealth manager providing discretionary investment management and financial planning to HNW individuals, families, and charities. Comparable to Longhurst's investment management and financial planning offering but at significantly greater scale.

Peers

• Brewin Dolphin (now RBC Brewin Dolphin):

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/longhurstlimited

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Longhurst