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Ark Wealth Management

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Phone

+44 20 7205 5990

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Last Updated On

Apr 10, 2026, 11:08:09 AM

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1 Royal Exchange

EC3V 3DGCornhillEngland

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Listing ID

47646238

About Ark Wealth Management

Ark Wealth Management is a leading London-based specialist boutique financial advisory firm offering wealth management and financial planning for professionals, entrepreneurs, and high-net-worth individuals. We focus on delivering clear, structured financial strategies that align with each client's long-term goals, lifestyle, and tax position. The firm is led by Director James Wallace (FCA-registered, CISI Level 4 Investment Advice Diploma), who specialises in combining robust financial planning with forward-looking investment strategy. As an Appointed Representative of Quilter Financial Services Ltd, clients benefit from advice backed by one of the UK's most respected financial networks, alongside a personalised approach that goes beyond traditional portfolio management. We provide a comprehensive range of services, including wealth management, pension planning, tax-efficient strategies, estate planning, and corporate investment planning for business owners, ensuring all aspects of our clients' financial lives are aligned under one cohesive plan. We are also leading experts in pensions consolidation.

Keywords

financial planningtax-efficient strategiesestate planning

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