Wealth Managers In Elmbridge

Home > Investing > Best Wealth Managers > Surrey Wealth Managers > Elmbridge Wealth Managers
Compare Wealth Managers In Elmbridge
Our Wealth Management Finder Service can help you find a wealth manager in Elmbridge 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.
About Wealth Management In Elmbridge
Elmbridge, one of Surrey's most affluent boroughs, has a thriving wealth management sector due to the area's high concentration of affluent residents. Towns like Esher, Weybridge, and Cobham are home to a variety of independent financial advisors and larger wealth management firms. These firms provide specialized services such as tax planning, retirement advice, estate planning, and property investment management, reflecting the wealth and financial complexity of local clients.
Previous slide
Next slide

Find a Wealth Manager in Elmbridge

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 ManagerService TypeGMG RatingMore Info
JM FINN Wealth ManagementTraditional
(4.5)
Request Call
Capital at Risk
7IM Wealth ManagementTraditional
(4)
Request Call
Capital at Risk
PWM Partners Wealth ManagementTraditional
(4.2)
Request Call
Capital at Risk
Wealthify Robo AdvisorDigital
(4.5)
See Offers
Capital at Risk
Moneyfarm Robo AdvisorDigital
(4.4)
See Offers
Capital at Risk
Nutmeg Wealth ManagementDigital
(4.2)
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

Wealth Management  In Elmbridge

Elmbridge is known for attracting high-net-worth individuals due to its proximity to London, prestigious schools, and luxury real estate. Wealth management firms in the area, such as Partridge Muir & Warren (PMW) and Killik & Co., cater to these clients by offering tailored financial solutions aimed at long-term wealth preservation and growth.

Additionally, Elmbridge residents show a growing interest in ethical and sustainable investments, reflecting broader trends in wealth management. Many local firms provide services that incorporate Environmental, Social, and Governance (ESG) criteria into investment strategies. Real estate is also a key focus, with firms offering tax-efficient property investment planning, as the area is known for some of the highest property values in Surrey​.

Wealth managers in Elmbridge often emphasize inheritance and succession planning, ensuring that family wealth is preserved for future generations while minimizing tax liabilities. Firms like PMW have won awards for their client-focused approach, particularly in managing complex estates and offering personalized investment strategies.

Scroll to Top