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We're building out this comparison carefully rather than quickly. Oakmont & Partners is the first wealth manager listed; further profiles are added as they're verified.

Verified profile

Oakmont & Partners

Discretionary & advisory management
  • Minimum portfolio£50,000
  • Typical fee0.75% – 1.25% AMC
  • ApproachGoals-based, discretionary
  • Advice styleNamed adviser + annual review
  • ESG optionsAvailable on request
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Wealth manager B

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Wealth manager C

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Regulation

Authorised and regulated status confirmed directly with the relevant regulator.

Fee transparency

Fees published in plain terms, with no charges hidden behind "on request".

Minimum portfolio

A clear minimum so you're not quoted after a lengthy call.

Advice style

Whether you get a named adviser, a model portfolio, or both.

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