Brown Shipley offers a highly personalized approach to wealth management. Their advisors excel in bespoke investment strategies and comprehensive tax planning, making them a top choice for high-net-worth individuals in Manchester seeking long-term stability.
Best Financial Planners in Manchester UK - June 2026
UK / Greater Manchester / Manchester
Discover the top-rated financial planners in Manchester, UK, dedicated to helping you secure your financial future. Our curated list features expert advisors offering personalized investment, retirement, and tax planning strategies.
Wealth management and financial planning experts.
Details
- Year Founded: 1810
- Employees: 250-500
- Price Range: $$$$
- Phone: +44 161 214 6500
- Email: info@brownshipley.co.uk
About the Company
Pros
- Personalized service
- Deep market expertise
Cons
- High entry threshold
- Complex fee structure
Leading UK wealth manager providing personalized advice.
Details
- Year Founded: 1762
- Employees: 1000+
- Price Range: $$$
- Phone: +44 161 819 3300
- Email: manchester@brewin.co.uk
About the Company
Brewin Dolphin delivers robust financial planning solutions. Their Manchester team is well-regarded for managing portfolios with a focus on risk mitigation and long-term capital preservation for families and businesses.
Pros
- Strong reputation
- Holistic approach
Cons
- Limited online tools
- Traditional advisory model
Investment management and financial planning services.
Details
- Year Founded: 1742
- Employees: 1000+
- Price Range: $$$
- Phone: +44 161 249 3900
- Email: enquiries@rathbones.com
About the Company
Rathbones provides disciplined investment management. Their Manchester office is known for a client-first philosophy, helping clients navigate complex financial landscapes with transparency and dedication to their specific financial goals.
Pros
- Transparent fees
- Highly professional
Cons
- Corporate feel
- Large firm bureaucracy
Independent financial planning and investment firm.
Details
- Year Founded: 1962
- Employees: 500-1000
- Price Range: $$$
- Phone: +44 161 832 9900
- Email: info@raymondjames.com
About the Company
Raymond James offers a unique model that combines independent financial advice with a global platform. Clients benefit from a tailored approach that prioritizes individualized wealth accumulation strategies.
Pros
- High independence
- Extensive research
Cons
- Variation in advisor style
- Variable platform costs
Comprehensive financial advice and wealth management.
Details
- Year Founded: 1991
- Employees: 1000+
- Price Range: $$$
- Phone: +44 161 236 0000
- Email: contact@sjp.co.uk
About the Company
St. James's Place provides a comprehensive, face-to-face service. They are excellent for those looking for structured retirement planning and inheritance tax advice within the Manchester region.
Pros
- Local accessibility
- Structured processes
Cons
- Higher management charges
- Proprietary products
Modern investment management and financial planning.
Details
- Year Founded: 2002
- Employees: 200-500
- Price Range: $$
- Phone: +44 161 830 0000
- Email: info@7im.co.uk
About the Company
7IM stands out for its technological integration and straightforward approach to investment. They simplify complex financial concepts, making them a great choice for tech-savvy investors in Manchester.
Pros
- User-friendly tech
- Clear communication
Cons
- Less bespoke than private banks
- Standardized portfolios
Award-winning independent financial planning firm.
Details
- Year Founded: 1995
- Employees: 100-200
- Price Range: $$$
- Phone: +44 161 383 3330
- Email: ask@equilibrium.co.uk
About the Company
Equilibrium is highly regarded for its focus on lifestyle financial planning. They prioritize the client's life goals over mere market returns, resulting in deeply meaningful and personalized financial roadmaps.
Pros
- Life-goal focus
- Excellent client reviews
Cons
- Regional focus
- High demand
Integrated wealth management and planning services.
Details
- Year Founded: 1836
- Employees: 1000+
- Price Range: $$$
- Phone: +44 161 249 6000
- Email: enquiries@tilney.co.uk
About the Company
Tilney provides a broad range of services, including tax advice and investment portfolio management. Their scale allows them to offer diverse investment opportunities to their Manchester-based clients.
Pros
- Wide range of expertise
- Robust platform
Cons
- Can feel impersonal
- Large corporate scale
Wealth management for high-net-worth individuals.
Details
- Year Founded: 1823
- Employees: 500-1000
- Price Range: $$$$
- Phone: +44 161 832 9999
- Email: contact@cazenovecapital.com
About the Company
Cazenove Capital focuses on long-term wealth preservation. Ideal for families and foundations in Manchester, they offer a sophisticated and conservative approach to managing complex global assets.
Pros
- Prestige
- Global investment access
Cons
- Strict account minimums
- High exclusivity
Specialized financial planning for professionals.
Details
- Year Founded: 1998
- Employees: 1000+
- Price Range: $$$$
- Phone: +44 161 245 2000
- Email: contact@pwc.co.uk
About the Company
PwC offers sophisticated financial planning for senior professionals and executives. Their ability to integrate tax planning with retirement strategies is unparalleled for complex financial situations.
Pros
- Unmatched tax expertise
- Institutional stability
Cons
- Very expensive
- Focused on high-end needs
Modern advisory and wealth management.
Details
- Year Founded: 1850
- Employees: 500-1000
- Price Range: $$$
- Phone: +44 161 234 5678
- Email: hello@cooperparry.com
About the Company
Cooper Parry brings a refreshing, modern approach to financial planning. They challenge the traditional status quo, making them excellent for entrepreneurs looking for innovative financial strategies.
Pros
- Innovative
- Entrepreneur focus
Cons
- Smaller advisory footprint
- Niche focus
Professional wealth management and accounting.
Details
- Year Founded: 1920
- Employees: 1000+
- Price Range: $$$
- Phone: +44 161 832 6221
- Email: advice@bdo.co.uk
About the Company
BDO offers professional-grade financial planning, emphasizing technical proficiency and tax efficiency. They are the ideal choice for business owners requiring integrated accounting and wealth management.
Pros
- Technical depth
- Tax-efficient planning
Cons
- Corporate, less personal
- Accounting-led
Bespoke investment and financial advice.
Details
- Year Founded: 1989
- Employees: 200-500
- Price Range: $$
- Phone: +44 161 934 0000
- Email: info@killik.com
About the Company
Killik & Co provides a high-touch service for individual investors. Their Manchester office offers accessible, knowledgeable advice tailored for those wanting to be more involved in their investment journey.
Pros
- High-touch service
- Great investment education
Cons
- Fee structure complexity
- Retail-focused
Established wealth management services.
Details
- Year Founded: 1792
- Employees: 500-1000
- Price Range: $$$
- Phone: +44 161 249 6000
- Email: info@charles-stanley.co.uk
About the Company
Charles Stanley is a cornerstone of the UK wealth management sector. Their Manchester office provides consistent, reliable financial planning and investment management for a diverse client base.
Pros
- Reliable track record
- Strong research
Cons
- Traditional style
- Minimal digital innovation
Growing wealth management firm with a focus on tech.
Details
- Year Founded: 2004
- Employees: 100-200
- Price Range: $$$
- Phone: +44 161 500 0000
- Email: info@saltus.co.uk
About the Company
Saltus provides a balanced approach to wealth management, utilizing proprietary technology to keep clients informed. They are rapidly becoming a go-to for those who value modern reporting tools.
Pros
- Modern tech stack
- Highly transparent
Cons
- Fast growth challenges
- Newer to local market
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Frequently Asked Questions
FAQ
- What services do financial planners in Manchester provide? Financial planners offer comprehensive services including retirement planning, investment management, estate planning, and tax efficiency advice.
- How do I choose the best financial planner? Look for chartered status, fee transparency, and expertise that aligns with your specific financial goals.
- Are Manchester financial planners regulated? Yes, all reputable financial planners in the UK are regulated by the Financial Conduct Authority (FCA).
- How much do financial planners cost? Costs vary by firm, usually involving an initial consultation fee, a percentage of assets under management, or an hourly rate.
- Do I need a local financial planner? While many meetings are now virtual, a local planner in Manchester offers the benefit of face-to-face meetings and local tax knowledge.
- When should I hire a financial planner? It is advisable to consult a planner when you have complex assets, are approaching retirement, or need a structured wealth management strategy.