Compare wealth management
Bespoke investment strategies for high-net-worth individuals, providing tailored portfolios and dedicated support.
Compare wealth management providersReady to compare wealth management?
Run a full market comparison before you commit. It takes about five minutes and there's no obligation to apply.
Understanding wealth management
Personalised advice to grow, preserve, and pass on your wealth.
Factors influencing wealth management performance
- Management fees
- Initial planning fee
- Underlying fund costs
Why compare wealth management with us
Tailored advice
Plan based on your life.
Total oversight
We monitor your money.
Fee levels
Typically high-end.
| Service | Fee |
|---|---|
| Management | 1.0% - 1.5% |
| Planning | Fixed fee |
Minimums
Standard entry.
| Service | Min |
|---|---|
| Basic | £50k |
| Premium | £500k |
Expert advice
Our team tracks UK investment platforms, fees and performance data to help you make informed decisions.
“For substantial portfolios, expert wealth management pays for itself.”
wealth management: pros and cons
Pros
- Personal advice
- High service
Cons
- Expensive
- High minimums
How to choose wealth management
Key considerations before you invest your capital.
- 1
Qualification
Check advisor credentials.
- 2
Service level
Do you need daily access?
Compare wealth management
See what's available for your business today. It takes just minutes.
How to start wealth management
Taking the first steps into investing doesn't have to be complex.
1. Define your goals
Decide whether you are saving for a house, retirement or general wealth building.
2. Choose the right wrapper
Utilise ISAs or Pensions to shelter your investment from UK capital gains and income tax.
3. Select your platform
Compare platform fees, fund range and ease of use before opening an account.
4. Monitor and rebalance
Review your portfolio periodically to ensure it still aligns with your risk tolerance.
Essential investment cautions
High cost structure.
Performance varies.
Our wealth management service
We compare wealth management options from regulated UK providers, helping you see fees, account types and support levels side by side.
Investing involves capital at risk. Ensure you understand the potential for loss before you start.
Getting started
1
Check your allowance
You have a £20,000 annual ISA allowance and a £60,000 annual pension allowance.
2
Assess your risk
Only invest money you won't need for at least five years to ride out market volatility.
3
Verify regulation
Check the provider is FCA authorised and covered by the £85k FSCS protection.
Why choose Grow Your Business?
Wide choice of providers
We compare a broad range of UK providers so you can find the option that actually fits how your business operates.
Exclusive offers
We work hard to bring you exclusive deals, switching incentives and cashback where they're available.
Simple and fast
It takes just a few minutes to compare with us — and the deal you find could be well below what you pay today.
Common types of wealth management
Depending on your goals, different investment vehicles may suit your needs.
Discretionary
They manage it for you.
Advisory
They suggest, you decide.
Providers we compare
Logos shown for ID only. We are not affiliated with these providers.
Nutmeg
Hargreaves LansdownComparing with us is a no-brainer
“Peace of mind.”
Robert, London
wealth management guides
Guide
Understanding risk and volatility
How to manage market fluctuations over the long term.
Read guidewealth management FAQs
Do I qualify?
Varies by provider.
What is the cost?
Typically 1%+.
Is it personal?
Very.
What about tax?
They manage that.
Can I change?
Yes.
Written by the Grow Your Business editorial team · Updated 26 July 2026