Let's discuss your wealth privately
We’re here to listen and understand your circumstances with complete discretion. Get in touch for a confidential conversation about your financial future.
Book a discovery call
We invite you to connect with us. Your queries are important and we look forward to assisting you.
naila@akprivatewealth.com
Phone
+44 7707 236455
Office
Covent Garden, London WC2E 8HA, United Kingdom
Office Hours
Monday – Friday, 9:00am – 5:30pm
Privacy: Your personal information will be handled in accordance with our privacy policy and applicable data protection legislation. We will only use your details to respond to your enquiry and will not share them with third parties without your consent.
Frequently Asked Questions
Clarifying common inquiries for our valued clients.
We provide wealth management and advisory services to high-net-worth individuals, business owners, and families. Our practice combines personal advisory relationships with institutional-grade oversight through our partnership with Quilter, an FTSE 250 financial services group. We focus on disciplined portfolio management, tax-efficient planning, and long-term wealth continuity.
Yes. AK Private Wealth operates as an Appointed Representative of Quilter Limited, which is authorised and regulated by the Financial Conduct Authority. This means your investments and pension arrangements are protected under the FCA regulatory framework and the Financial Services Compensation Scheme.
Our advisors are highly qualified professionals with credentials such as Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). Each advisor brings years of experience in wealth management and a commitment to ethical practices.
We combine personalized advisory relationships with the security and resources of an institutional platform. This unique approach allows us to provide tailored, responsive service with the backing of robust regulatory compliance.
Yes. Existing clients can log in to the Quilter Customer Centre to view their portfolios, statements, and transaction history. We also offer video and telephone consultations for clients across the UK, and meet in person at our Covent Garden office when preferred.
Advice is conducted in the UK, and the firm does not have permission to give advice when either you or your adviser is located outside the UK.
Yes, where appropriate. The ongoing service typically includes an annual progress check meeting, a consolidated annual report, fund switch recommendations where suitable, administrative support, and ongoing access to your adviser. Optional support can include extra meetings, withdrawals support (once per tax year), top-ups, and cashflow modelling.
In the initial consultation, we will discuss your financial goals, review your current situation, and determine how we can best support your wealth management needs. It’s an opportunity for us to understand each other better.
We typically work on a fee-based model tailored to your circumstances and the scope of our advisory relationship. We discuss all charges transparently before engagement and provide clear documentation of our fees and services. There are no hidden costs or commission-driven recommendations.
No. AK Private Wealth does not handle client money and does not accept cash. Fees are typically paid by bank transfer (or, where available, facilitated via product/platform charging).
No. We provide restricted advice, meaning recommendations are made from a curated panel of approved providers. We typically consider solutions on Quilter’s platform first, and may also recommend Quilter Investors or Quilter Cheviot where suitable.
We take all concerns seriously and have a formal complaints procedure in place. If you wish to lodge a complaint, please contact us directly and we will investigate promptly. You also have the right to refer your complaint to the Financial Ombudsman Service if you remain dissatisfied.
