Business Details
36 Years
experience
Trusted Financial Planning & Portfolio Management
Altorfer Financial Management is a distinguished financial advisory firm with a legacy of over three decades in delivering sound financial planning and discretionary portfolio management. Our team of thirteen professionals brings together more than 275 years of combined experience, positioning us as one of the most qualified financial advice companies in the UK. Authorized and regulated by the Financial Conduct Authority (FCA), we manage and advise on client assets exceeding 262.4 million, ensuring our clients benefit from our expertise and adherence to rigorous regulatory standards. Founded in 1990 by Roger Taylor, our Non-Executive Chairman, we have grown organically through client referrals, fostering long-term relationships that often span multiple generations of families.Our commitment to excellence is reflected in our employee ownership structure, which aligns our teams dedication with our clients long-term success. With a stable and highly qualified workforce, we prioritize continuous training and development, ensuring our staff maintain the highest standards of service. Our strategic decisions, such as acquiring 9 Regent Gate in 2020, reflect our forward-thinking approach while maintaining financial prudence. We take immense pride in our reputation for integrity, stability, and client-centric service, recognizing the profound responsibility we hold in shaping the financial futures of our clients.
Services
Financial Planning
Portfolio Management
Investment Advice
Asset Management
Client Relationship Management
Details
- Year established: 1990
Highlights and features
- We offer over 275 years of combined experience in financial services.
- Our team is fully authorized and regulated by the Financial Conduct Authority.
- Employee ownership ensures alignment with client interests and low staff turnover.
- We specialize in long-term client relationships, often advising three generations of families.
- Our strategic growth and financial prudence reflect a commitment to stability.
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
Our financial planning services focus on creating tailored strategies to help clients achieve their long-term financial goals. We assess individual circumstances, risk tolerance, and aspirations to design comprehensive plans that optimize financial resources. With a client-centric approach, we ensure clarity, adaptability, and alignment with evolving life stages.
Portfolio Management
Discretionary portfolio management involves actively overseeing client investments to maximize returns while managing risk. Our experienced team employs rigorous analysis and market insights to construct diversified portfolios aligned with client objectives. Regular reviews ensure strategies remain responsive to market changes and personal circumstances.
Investment Advice
We provide personalized investment advice grounded in extensive market knowledge and regulatory compliance. Our recommendations focus on achieving optimal growth and risk mitigation through tailored asset allocation. Clients benefit from transparent communication and ongoing support to navigate complex financial landscapes with confidence.
Client Relationship Management
Our relationship management prioritizes long-term trust through consistent, personalized engagement. We maintain open communication channels to address client needs proactively, ensuring service delivery aligns with evolving financial goals. This approach fosters enduring partnerships built on reliability and mutual understanding.
Asset Management
Asset management services focus on optimizing client portfolios through strategic investment decisions. We combine in-depth market analysis with risk management frameworks to preserve and grow capital. Regular performance evaluations and adjustments ensure alignment with client objectives and market dynamics.
People
Roger Taylor
Non-Executive Chairman
Founder of Altorfer Financial Management with over 30 years of experience, Roger established the company in 1990 and pioneered its client-centric ethos. His leadership laid the foundation for our employee ownership model and enduring commitment to financial integrity.
Daniel Wackett
Managing Director
Daniel joined Altorfer Financial Management in 1996 as an investment adviser and progressed to Managing Director. With extensive experience in portfolio management, he oversees strategic direction and ensures adherence to the firms core values of stability and client-focused service.
Helen Wake
Director
Helen brings decades of financial expertise to her role as Director, specializing in client relationship management. Her focus on personalized service ensures clients receive tailored advice that aligns with their unique financial aspirations and long-term goals.
Louisa Bracey
Director
Louisa contributes extensive knowledge in regulatory compliance and portfolio strategy as a Director. Her commitment to excellence ensures Altorfer Financial Management maintains its FCA-authorized status while delivering innovative solutions to complex financial challenges.
Questions
What services does Altorfer Financial Management offer?
We specialize in financial planning, discretionary portfolio management, investment advice, and asset management tailored to individual client needs.
Is Altorfer Financial Management regulated by the Financial Conduct Authority?
Yes, we are authorized and regulated by the FCA, ensuring compliance with stringent industry standards.
How long has Altorfer Financial Management been in business?
Altorfer Financial Management has served clients for over 30 years, founded in 1990 by Roger Taylor.
What makes Altorfer Financial Management unique?
Our employee ownership model, low staff turnover, and focus on long-term client relationships spanning generations distinguish us in the financial advisory sector.
Do you work with international clients?
While based in the UK, our services are tailored to clients globally, adhering to regulatory requirements and personalized financial planning.
