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Ferguson Wealth Management
Founded in 2011 and based in Epsom, Surrey, Ferguson Wealth Management provides regulated financial advice to private clients across the United Kingdom.
Ferguson Wealth Management
Founded in 2011 and based in Epsom, Surrey, Ferguson Wealth Management provides regulated financial advice to private clients across the United Kingdom. The firm's service model combines mortgage advisory, retirement planning, and investment management under one roof — a structure designed to capture the full household balance sheet rather than a single product line. The firm's investment approach relies on whole-of-market access, drawing from retail investment platforms, pension wrappers, and mortgage lenders rather than proprietary funds. This architecture allows Ferguson to construct portfolios using third-party active and passive strategies, with an emphasis on tax-efficient wrappers such as ISAs and SIPPs. Client outcomes are tied to long-term financial planning milestones — retirement income, property acquisition, and intergenerational wealth transfer — rather than relative benchmark performance. The practice is headquartered in Surrey and serves a predominantly domestic, southeastern England client base. The firm has not publicly disclosed total assets under advice, team headcount, or specific portfolio allocations. Without published records of direct private investments, proprietary fund vehicles, or institutional separate accounts, its scale remains below the threshold of public disclosure. Ferguson Wealth Management's structural distinctiveness lies in its independence. As a directly authorized firm rather than an appointed representative of a network, it retains full control over compliance, investment selection, and client relationships. This regulatory posture, combined with a multi-disciplinary advice model, creates a fixed-cost fiduciary structure uncommon among practices of its apparent size in the UK wealth market.
General information
Firm type
Bank / Wealth / Trust
Year founded
2011
AUM
Undisclosed
Location
Region
Europe
Country
United Kingdom
City
Rockville
Corporate office
Epsom, Surrey, United Kingdom
Frequently asked questions
Who runs Ferguson Wealth Management?
Ferguson Wealth Management has not publicly disclosed its named principals or leadership team. As a small, privately held advisory practice headquartered in Epsom, it operates below the threshold for mandatory public disclosure of board-level directors. The firm is directly authorized and regulated by the Financial Conduct Authority, which requires approved persons to be registered, but these registrations are not actively surfaced to the public record by the firm itself.
How does Ferguson Wealth Management construct client portfolios?
The firm operates on a whole-of-market basis, selecting from third-party investment funds, pension wrappers, and mortgage lenders rather than managing proprietary investment strategies. Portfolios are built around individual client goals — typically retirement income planning, property acquisition, and tax-efficient wealth accumulation using UK wrappers such as ISAs and SIPPs. Ferguson does not publish model portfolio holdings or strategic asset allocation targets for public review.
Is Ferguson Wealth Management independent or part of a larger network?
Ferguson Wealth Management is a directly authorized firm regulated by the Financial Conduct Authority, not an appointed representative of a larger advisory network. This structure means it retains full control over its compliance framework, investment panel, and client relationships without being tied to a parent company's restricted product list or centralized investment proposition. For a practice of its size, this represents a higher fixed-cost, higher-autonomy operating model.
What type of clients does Ferguson Wealth Management typically serve?
The firm focuses on private individuals and families, predominantly in Surrey and the broader southeastern England region. Its service offering — spanning mortgages, pensions, and investments — suggests a client base of mass-affluent and high-net-worth individuals seeking coordinated financial planning rather than ultra-high-net-worth families requiring institutional family office services. Ferguson does not publicly disclose a minimum asset threshold for new clients.
Does Ferguson Wealth Management disclose its assets under management?
Ferguson Wealth Management has not publicly disclosed its assets under advice or assets under management. UK advisory firms of its apparent scale are not required to publish AUM figures, and the firm has chosen not to do so through its website or regulatory filings that surface in the public domain. Without this disclosure, the scale of the client book remains unverifiable from public sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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