Wealth Managers In Kingston upon Thames

Home > Investing > Best Wealth Managers 2025 > London Wealth Managers > Kingston upon Thames Wealth Managers
Compare Wealth Managers In Kingston upon Thames
Our Wealth Management Finder Service can help you find a wealth manager in Kingston to take care of all your financial planning and investment management needs tailored to your specific requirements. The wealth managers that we work with are all experienced professionals who can help you plan for retirement or simply advise on protecting and preserving your wealth. Use our wealth management company reviews, interviews and comparisons to get expert advice and tailored recommendations to help you achieve your financial goals and objectives.
Wealth Managers In Kingston upon Thames
Wealth managers in Kingston upon Thames primarily serve affluent families and professionals, with the borough known for its relatively high average household income and strong property market. The area has a growing population of over 175,000 people, many of whom are professionals working in London, drawn by the borough's suburban charm and excellent schools. The average property price in Kingston is around £600,000, making real estate investment a key part of wealth management strategies​.
Kingston Wealth Managers
Kingston upon Thames has a balanced age distribution, but a significant portion of its residents are in their 40s and 50s, many of whom are approaching retirement or are established in their careers. As a result, wealth managers in Kingston focus heavily on retirement planning, pension management, and estate planning. Clients often seek advice on how to maximize their retirement savings while minimizing tax liabilities, as well as how to structure their investments for long-term financial security​.
Wealth Management In Kingston
In addition to retirement planning, many residents in Kingston are interested in multi-generational wealth transfer, particularly those with significant property holdings. Wealth managers frequently assist with inheritance tax planning, setting up trusts, and ensuring that wealth can be efficiently transferred to the next generation. With Kingston’s well-established property market, these services are particularly relevant to the area’s affluent families​.

Find a Wealth Manager in Kingston

Use our wealth management finder to help you connect with prospective wealth management companies so you can receive the most appropriate advice for your investment objectives. Comparing wealth managers to take over your portfolio may seem like a daunting prospect but Good Money Guide has made it simple through our short and simple wealth manager finder.

Step 1 of 8

Start by telling us what you need a wealth manager for:

Please note that by completing this form you will NOT be added to any marketing lists. Your details will only be used for the wealth managers you select to contact you.

Why use the Good Money Guide to help you choose a wealth manager?

“We have two decades of experience in the investment industry and through our network of advisors, experts, analysts, comparison tools, guides, news, reviews and interviews are able to help you find the most appropriate wealth manager for your needs.”

As Featured In

Wealth management commentary from the Good Money Guide has been featured in a wide range of the national financial press.

Good Money Guide Press 2024

Want to feature your wealth management firm or services to potential customers in this region? Join Good Money Guide For Businesses.

Compare Wealth Managers

Use our provider information below to compare what each UK wealth manager offers.
Our review team has had extensive hands-on experience with each company, looking at factors like fees, account charges and investments.

Wealth ManagerMinimumInitial FeeOngoing FeeServiceCustomer RatingMore Info
Saltus£250,0001%-2%0.6%-1.5%Traditional
5.0
(Based on 95 reviews)
Request Call
Capital at Risk
JM FINN Wealth Management£50,000£01.1%Traditional
4.7
(Based on 85 reviews)
Request Call
Capital at Risk
7IM Wealth Management£500,0000.25%-3%0.4%-1%Traditional
4.0
(Based on 17 reviews)
Request Call
Capital at Risk
PWM Partners Wealth Management£250,0000.25%-3%0.4%-1%Traditional
4.4
(Based on 9 reviews)
Request Call
Capital at Risk
Wealthify Wealth Mangement£1£00.3%-0.6%Digital
4.6
(Based on 2,564 reviews)
See Offers
Capital at Risk
Moneyfarm Wealth Management£500£00.25%-0.75%Digital
4.4
(Based on 235 reviews)
See Offers
Capital at Risk

Please note that by completing this form you will NOT be added to any marketing lists. Your details will only be used for the wealth managers you select to contact you.

What people think of Good Money Guide

Great information and content on financial markets with some particularly insightful CEO interviews. Highly recommended.

Alex H

Trustpilot

It’s a nice comparison website with great explanations about financial markets and timely news updates. All you need to get enough knowledge and inspiration for trading. Also nice newsletter.

Elena

Trustpilot

Always honest, and often very informative, posts about various financial markets.

Alex N

Trustpilot

A very useful, interesting and factual website.

Kurt

Trustpilot

Scroll to Top