Surrey’s 20 Fastest Growing Wealth Management Startups

October 1, 2022

At Best Startup London we track over 100,000 London based startups and over 500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.

We’ve ranked the top 20 Wealth Management companies in Surrey. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).

We selected the organisations listed in this article based on:

  • Track record
  • Executive leadership
  • Market share
  • Innovation
  • ESG rating

Our Data – We source our data from OSINT (open source intelligence) and public directories such as CrunchbaseSemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.

Top Wealth Management Companies & Startups (Surrey)


Partridge Muir & Warren

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Partridge Muir & Warren provides investment management, portfolio management, wealth management, and financial planning services.


Monte Financial Group LLC

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Monte Financial is a wealth management strategy & ongoing investment management tailored to you and your family’s unique financial needs.


AVC Wise

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

AVC Wise renders tax management, salary savings, and financial administration services for employers and employees.


Informed Choice

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Informed Choice delivers financial services, accounting, wealth management and consulting.


Owen James

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Owen James provides financial services.


Stewart & Co

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Stewart & Co is a financial consulting firm that offers accounting, taxation, outsourcing and wealth management services to businesses.


Ward Williams

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Ward Williams offers accounting, audit, business outsourced solutions, HR consultancy, tax, wealth management and risk management services.


Boundary Real Estate Partners

FoundersCharlie Walker, Mike Morrison
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Boundary Real Estate Partners invests in commercial real estate assets.


Concept Financial Planning

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Concept Financial Planning is a financial service firm that offers financial planning, investment management, and wealth management.


Rosan Helmsley

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Rosan Helmsley is a financial consulting firm that offers wealth management, mortgages, insurance, and retirement planning services.


James Murray Associates

FoundersDavid Keary
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

James Murray Associates is a financial service company.


Libra Financial Planning

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Libra Financial Planning provides pension planning, life assurance, income protection, investments/regular savings, and mortgages services.


Freshwater Associates

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Freshwater Associates offers accounting services such as audits, book-keeping as well as accounting software for individuals and businesses.


Grayside

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Grayside is a financial planning firm that offers asset management, wealth management and financial services.


Wingate Financial Planning

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Wingate Financial Planning provides services in financial management, investment advice, and fees planning.


Co2studio

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Co2studio is a Design company that specializes in Design + Production, and Retail Champions.


Price Ferguson

FoundersUnknown
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Price Ferguson is a wealth management firm that specializes in financial planning and financial advisory services.


Citywide Financial Partners

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Citywide Financial Partners offers financial services through advice and wealth management for families, professionals, and entrepreneurs.


Mole Valley Asset Management

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Mole Valley Asset Management provides investment strategies, financial planning, retirement planning, risk, and wealth management services.


Clarus Wealth

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Clarus Wealth offers wealth management, financial planning, insurance, mortgages, and tax services to help clients reach their goals.

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