Announcement: WMA are delighted to launch a new events area on our website. Please click here to view the details of all upcoming events. This new area also allows online payment.

Find a Broker or Wealth Manager

This search facility is designed to help you find a broker or wealth manager who can meet your needs in a fast, accurate and easy to use way. The information on each firm is updated regularly with details, contact names, addresses and the kind of services each member offers, as well as providing links to their websites.

You can search for a broker or wealth manager in a number of ways:

  • use the search box to find entries containing specific text (for example the name of a particular firm) Or 
  • use the tick-boxes to tailor your search.

Please enter as much information as you can to ensure an accurate match.
Once you have made your selection, click on the 'Search' button for your shortlist. You can then read about firms' services or use the links to go straight to their websites.

Search by Keywords

Search by Services

  • What type of service are you looking for?
  • Discretionary Services
  • Advisory Portfolio Management
  • Ad Hoc Advice
  • Financial Planning
  • Execution Only
  • Are you a smaller investor (i.e. with small amounts)?
  • Smaller investors Welcome
  • Do you want to deal on specific markets?
  • Australia
  • Canada
  • EU
  • Hong Kong
  • South Africa
  • US (including certified sales)
  • Other
  • Certificated or online?
  • Online dealing services
  • Paper shares
  • Are you an..?
  • Overseas Clients (non-UK resident)
  • Are you a..?
  • UK Registered Trust
  • Do you want a firm which offers CREST Personal Membership?
  • CREST personal membership
  • Do you want to invest in these?
  • Contracts for Difference
  • Corporate Bonds
  • Exchange Traded Funds
  • Funds
  • Gilts
  • Investment Trusts
  • ISAs
  • Junior ISAs
  • Options
  • Self-Invested Personal Pension
  • Do you want a WMA member nearby?
  • East Anglia
  • East Midlands
  • Guernsey
  • International branches
  • Isle of Man
  • Jersey
  • London
  • North East
  • North West
  • Northern Ireland
  • Republic of Ireland
  • Scotland
  • South East
  • South West
  • Wales
  • West Midlands

Associate members

WMA's associate members are those firms and organisations which, although they do not deal directly for the private investor, share the aims of the WMA community. Associate members include stock exchanges, clearing and settlement houses, information services providers, software houses etc who provide professional services to our members.

View a full list of our associate members and their services here.