CPC Wealth Management Competitors

At Rathbones, our purpose is to help more people invest their money well, so they can live well. We are one of the UK’s leading providers of wealth management, investment management, financial planning and asset management services. We work with individuals and families, charities, trustees, financial advisers and other professional partners to help them make confident decisions about money and investments. Our advisers take the time to understand each client’s goals, values and circumstances. Together, we create a personalised approach designed to manage, preserve and grow their wealth over the long term. Our services include discretionary investment management, financial planning, fund and asset management, tax planning, trust and company management, and specialist responsible investment services through Rathbone Greenbank Investments. We also work with financial advisers to help them deliver positive outcomes for their clients. With roots dating back to 1742, Rathbones has been trusted for generations. Today, we manage £120.7 billion of client assets, supported by more than 700 investment professionals across 21 offices in the UK and Channel Islands. Rathbones Group Plc is a FTSE 250-listed company. Figures as at 30 June 2026.

Gilson Gray Financial Management (GGFM) provides financial planning and wealth management advice to individuals, families, business owners and corporate clients. Our advisers help clients make informed financial decisions, build and protect wealth and plan for the future. Our approach is personal and long-term, centred around understanding each client's circumstances, priorities and objectives and building a financial plan around what matters to them. Gilson Gray Financial Management is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Gilson Gray Financial Management is a trading name of Gilson Gray Financial Ltd. SJP Approved 20.08.2026

RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762. We are here to help you achieve your ambitions through expert, personalised financial planning and investment management advice. FOR INDIVIDUALS: Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and planning for the future. FINANCIAL ADVISERS Partner with RBC Brewin Dolphin and we will take the day-to-day strain of managing your clients' investments. We will focus on consistent performance. You can focus on building your client relationships and business. BUSINESS PARTNERSHIPS Specialist advice for solicitors and accountants, bespoke partnerships with corporates and membership organisations, and financial education that is designed to support the financial wellbeing of your employees. CHARITIES Helping charities to achieve their financial goals has been a core part of RBC Brewin Dolphin’s business for more than 65 years.