Rathbones provides bespoke investment management and financial planning for private clients. With a heritage in Liverpool, they offer a sophisticated approach to wealth preservation and long-term capital growth tailored to individual needs.
Best Investment Advisors in Liverpool UK - June 2026
UK / Merseyside / Liverpool
Discover the top-rated investment advisors in Liverpool, UK. Our curated list helps you find professional financial guidance to grow your wealth securely in 2026.
Premier investment management and wealth advisory services.
Details
- Year Founded: 1742
- Employees: 1000+
- Price Range: $$$$
- Phone: +44 151 243 7000
- Email: enquiries@rathbones.com
About the Company
Pros
- Strong heritage
- Expert portfolio management
Cons
- High entry requirement
- Limited digital self-service
Discretionary investment management for complex portfolios.
Details
- Year Founded: 1991
- Employees: 500-1000
- Price Range: $$$
- Phone: +44 151 707 5000
- Email: info@brooksmacdonald.com
About the Company
Specializing in discretionary management, Brooks Macdonald offers clear investment strategies and tax-efficient solutions. Their Liverpool office is highly regarded for its personalized client communication and rigorous risk-adjusted return focus.
Pros
- Transparent reporting
- Client-centric approach
Cons
- Minimum investment required
- Complex fee structures
Tailored financial planning and wealth management solutions.
Details
- Year Founded: 1762
- Employees: 1000+
- Price Range: $$$$
- Phone: +44 151 227 2000
- Email: liverpool@brewin.co.uk
About the Company
Brewin Dolphin excels in delivering comprehensive financial planning. Their Liverpool advisors work closely with families and businesses to structure portfolios that balance risk and reward effectively while maintaining liquidity.
Pros
- Strong research capability
- Holistic planning
Cons
- Can be expensive for small accounts
Multi-award-winning financial planners and investment experts.
Details
- Year Founded: 1836
- Employees: 1000+
- Price Range: $$$
- Phone: +44 20 3818 3000
- Email: contact@tilney.co.uk
About the Company
Tilney offers an integrated approach combining investment management with financial planning. Their Liverpool team is known for simplifying complex tax matters and building resilient investment portfolios for diverse clients.
Pros
- Integration of tax and investment
- Accessible offices
Cons
- Large firm service feeling
High-end wealth management and private banking services.
Details
- Year Founded: 1974
- Employees: 1000+
- Price Range: $$$$$
- Phone: +44 151 255 1000
- Email: wealth@investec.com
About the Company
Investec provides distinctive wealth management services. Their Liverpool specialists focus on high-net-worth individuals, providing curated investment strategies that align with unique financial goals and long-term inheritance planning.
Pros
- Exclusivity
- Advanced banking integration
Cons
- High threshold for engagement
Personalized investment management for private investors.
Details
- Year Founded: 1792
- Employees: 500-1000
- Price Range: $$$
- Phone: +44 151 227 3444
- Email: info@charles-stanley.co.uk
About the Company
Charles Stanley combines traditional values with modern investment techniques. Their Liverpool team is praised for its accessibility and ability to explain complex market shifts to retail and institutional investors alike.
Pros
- Personalized advice
- Long-standing reputation
Cons
- Online platform is basic
Independent stockbroking and investment management firm.
Details
- Year Founded: 1875
- Employees: 200-500
- Price Range: $$$
- Phone: +44 151 236 6777
- Email: liverpool@redmayne.co.uk
About the Company
An independent firm with a strong Liverpool presence, Redmayne Bentley offers high-quality investment management and stockbroking services. Their focus is on building long-term, direct relationships with clients.
Pros
- Independent advice
- Dedicated broker support
Cons
- More traditional interface
Boutique wealth management and financial planning.
Details
- Year Founded: 1810
- Employees: 200-500
- Price Range: $$$$
- Phone: +44 151 236 2444
- Email: info@brownshipley.com
About the Company
Brown Shipley offers a highly tailored wealth management experience. Known for their meticulous approach to portfolio construction, they provide Liverpool-based clients with access to a wide range of investment opportunities.
Pros
- Boutique service feel
- Sophisticated investment options
Cons
- Higher management fees
Global reach with local investment expertise.
Details
- Year Founded: 1950
- Employees: 1000+
- Price Range: $$$$
- Phone: +44 20 7523 8000
- Email: wealthmanagement@canaccord.com
About the Company
Canaccord Genuity delivers strong investment performance through global market insights. Their Liverpool advisors help clients navigate volatile markets with professional strategies and disciplined wealth management.
Pros
- Global market access
- Professional research
Cons
- Can feel impersonal
Specialized investment management and financial planning.
Details
- Year Founded: 1914
- Employees: 200-500
- Price Range: $$$
- Phone: +44 151 224 8500
- Email: info@wcgplc.co.uk
About the Company
Walker Crips offers a range of services from investment management to retirement planning. Their Liverpool office is well-regarded for providing clear, honest, and effective investment solutions for private clients.
Pros
- Clear communication
- Wide range of products
Cons
- Smaller firm resources
Expert thematic investment managers.
Details
- Year Founded: 1983
- Employees: 200-500
- Price Range: $$$$
- Phone: +44 20 7038 7000
- Email: info@sarasin.co.uk
About the Company
Sarasin & Partners are leaders in thematic investment strategies. Their approach, applied for Liverpool clients, focuses on long-term sustainability and rigorous analysis to achieve consistent growth across portfolios.
Pros
- Thematic investment expertise
- Strong ESG focus
Cons
- Specific investment style
International private banking and investment management.
Details
- Year Founded: 1995
- Employees: 1000+
- Price Range: $$$$$
- Phone: +44 20 7491 9111
- Email: contact@efgam.com
About the Company
EFG brings global banking standards to their investment management services. Providing access to diversified markets, their team supports Liverpool investors with complex cross-border financial needs and growth strategies.
Pros
- Global banking reach
- Diverse product range
Cons
- Higher administrative complexity
Bespoke discretionary investment management.
Details
- Year Founded: 1771
- Employees: 500-1000
- Price Range: $$$$
- Phone: +44 151 227 1010
- Email: enquiries@quiltercheviot.com
About the Company
Quilter Cheviot is known for highly personalized discretionary portfolios. Their Liverpool team works closely with legal and financial professionals to provide wealth management solutions for high-net-worth families.
Pros
- Excellent client relationships
- Bespoke portfolio builds
Cons
- Only high-net-worth clients
Technology-driven investment management and planning.
Details
- Year Founded: 2002
- Employees: 200-500
- Price Range: $$$
- Phone: +44 20 3823 8888
- Email: info@7im.co.uk
About the Company
7IM integrates advanced technology with expert human oversight. Their Liverpool services are perfect for those seeking modern investment solutions that are easy to track and highly efficient for retirement planning.
Pros
- Advanced technology
- User-friendly platforms
Cons
- Less bespoke for ultra-wealthy
Comprehensive financial and investment management services.
Details
- Year Founded: 1878
- Employees: 500-1000
- Price Range: $$$
- Phone: +44 20 3857 3000
- Email: info@closebrothers.com
About the Company
Close Brothers provides holistic investment management solutions. Their Liverpool office supports clients through every stage of their financial journey, emphasizing protection and sustainable growth for the future.
Pros
- Strong financial backing
- Holistic planning
Cons
- Service can be slow
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Frequently Asked Questions
FAQ
- What do investment advisors in Liverpool do? They provide personalized financial planning and portfolio management tailored to your goals.
- How do I choose the best advisor? Look for FCA regulation, fee transparency, and expertise in your specific financial needs.
- Are these services suitable for beginners? Yes, many top-rated advisors in Liverpool offer guidance for both novice and experienced investors.
- What is the typical cost of an advisor? Costs vary by firm, ranging from flat fees to percentage-based management models.
- Do I need a large amount of capital to start? Most advisors can assist with various portfolio sizes, though minimums may apply.
- Are advisors in Liverpool regulated? Yes, reputable firms are authorized and regulated by the Financial Conduct Authority (FCA).