Boutique Wealth Management

Time to Rethink Your Financial Advice?

Q: How long does switching take?

The initial conversation takes about 30 minutes. If we proceed, the transfer typically takes 4-8 weeks. We handle all paperwork and liaise directly with your existing provider.

Q: What if my current adviser has done a good job?

Then we'll tell you. We only recommend a change if it genuinely benefits you. If your current arrangements are solid, staying put might be the right decision – and that's fine.

Q: Do I need to tell my current adviser?

Not initially. We'll review your existing arrangements based on the documentation you have. If you decide to proceed with a switch, we handle the formal transfer process.

Many clients come to us from restricted advisers. High fees, limited products, and exit penalties they didn’t expect. If that sounds familiar, there’s a better way.

0% Exit Fees

Expert advice

Transparent Pricing

FCA Registered

Free Portfolio Review

We’ll review your current arrangements – and only recommend a change if it benefits you.

No obligation. If staying with your current adviser is the right move, we’ll tell you.

Prefer to talk? Call 020 7205 5990

Cirilium

Wealthselect

“James made the whole process straightforward. We consolidated four pensions into one clear plan,
and now I can actually see what my retirement looks like.”

-Ryan, London

Rated 4/5 on Trustpilot

James is a great advisor

James is a great advisor. Very supportive and knowledgeable, has supported us to build investments both short and long term. James offers clear and honest advice. Cannot recommend enough. Highly recommend to anyone looking to build their wealth.

charlotte mancey

My experience of Ark WM is a good one

My experience of Ark WM is a good one, James clearly knows his stuff. They are professional and knowledgeable, taking the time to understand what’s important and creating a plan.

Maria E

Ark has been really helpful so far

Ark has been really helpful so far. Needed to consolidate a lot of pensions and the process with them ended up being a lot easier than I thought. Happy that it’s all managed in one place now and actually under competitive management.

Ben MB

He is excellent, clever and will go the extra mile.

I had a great experience with James when he helped me with my SEIS planning and my pension experience. He is so kind and personable, and he will go the extra mile for his clients. He is now going to consolidate my pensions, as he is excellent at that.

Sean ODwyer

These Are the Reasons People Leave Their Adviser

We don’t name names. But we hear the same stories repeatedly from clients with £250,000+ portfolios.

High ongoing fees with unclear value

You’re paying around 2% a year but aren’t sure what you’re getting beyond an annual review.

Exit charges that penalise switching

Up to 6% for leaving within six years - even though the products have already been acknowledged as non-compliant with fair value standards.

Generic, not personalised advice

Your plan feels like an off the shelf, ready to go product. Not personal to you.

Lack of transparency

You don’t know exactly what you pay, what your adviser earns, or how your investments compare to alternatives.

How It Works

Free Conversation

Tell us what’s not working. And what you think a good outcome looks like.

We Review Everything

We assess your current arrangements, fees, exit charges, and investment performance.

Honest Recommendation

We only recommend switching if it genuinely benefits you. If remaining in your current position is more advantageous, we will advise you accordingly.

We Handle the Move

If you decide to switch, we manage all transfers and paperwork. Minimal disruption to you.

Transparency

If switching isn’t right for you, we will be honest and tell you.

Ark Wealth Management is an outcomes first organisation and will always recommend what is the best for you.

Ark Wealth Management Works for You

Tailored Advice

We search the entire market - not tied to any single provider. Your portfolio gets the best solutions available, not just what’s on one shelf.

Zero Exit Penalties

No charges for leaving. Ever. We earn your loyalty through service, not lock-in clauses.

Transparent Fees

You know exactly what you pay, broken down clearly. No bundled charges, no surprises on your statement.

Backed by Quilter

As part of the Quilter Financial Planning network, your advice is backed by one of the UK's most trusted networks.

Tailored for £250K+

We work with a focused number of clients, each with £250K or more. Your plan is built for you - not a template.

FREQUENTLY ASKED QUESTIONS

Questions We Hear Most Often

Will I have to pay exit fees to leave my current adviser?

It depends on your existing products. Some older products carry early withdrawal charges. We’ll review this as part of your free portfolio assessment and advise whether switching makes financial sense even after any exit costs.

How long does switching take?

What if my current adviser has done a good job?

Do I need to tell my current adviser?

Exit fees on older products continue to run. The sooner you review your options, the more you could save.

You Deserve Better Financial Advice

Book a free, no-obligation portfolio review with James.