What is Altor?
Welcome to Altor, an investment & advice consultancy that truly works to suit you. Altor’s approach is refreshingly different – here, a fixed monthly fee of £730 is charged to all clients, delivering comprehensive advice and investment management services. With the belief that advisers who charge a percentage of your wealth just don’t measure up, the team at Altor concentrates on providing honest, independent advice, avoiding the pitfall of recommending only their own products or those of a partner firm. Clients typically have at least £1,000,000 of liquid capital (including pensions), unless already connected in some way. The philosophy is simple: if an adviser’s fee structure feels like “Capitalism for the adviser and Socialism for the client,” then it is time for a change – a change that Altor has already embraced wholeheartedly.
Main Benefits
- Fixed monthly fee of £730, ensuring transparency and consistency
- Independent advice, with recommendations sourced externally for the best fit
- Cheaper portfolio management for investors with more than £1,000,000 in liquid assets
- Deeply discounted monthly fees available for family members of existing clients
- B Corporation status in the UK, joining 3,000+ socially responsible businesses globally
Our Approach
Altor believes in doing things differently, and this idea is at the core of everything they do. There is no gimmick or hidden agenda – the focus is on matching quality advice with a straightforward fee structure. The concept revolves around getting all the advice needed while having investments managed for a clear, fixed cost – no surprises. It’s a simple, effective, and grounded approach that lets the service speak for itself. With a deep-rooted belief that charging a percentage of a client’s wealth is not only inefficient but can also lead to misguided advice, Altor’s system automatically aligns interests. It’s this dedication to clarity and independence that sets them apart in the investment advising industry.
Ethical & Independent Advice
The heart of Altor’s business philosophy is ethical and independent advice. There is a firm conviction that an adviser who recommends only their own company’s investment solution or leans towards one other company is not truly independent. Such limitations can hide the possibility of better, alternative investments. Instead, extensive external discretionary or advisory solutions are blended to achieve the best possible outcomes for clients. A partnership structure – rather than a target-driven, sale-oriented business model – ensures that every decision is made with client objectives at the forefront. This means having the client’s best interests in mind, and that is exactly what the passionate minds at Altor strive to deliver.
Commitment to Social Responsibility
Altor doesn’t just talk about corporate social responsibility – it puts its money where its mouth is. With 10% of its gross income going directly to the Altor Charitable Foundation, this investment & advice consultancy reinforces its commitment to support the planet, those in economic need, and those facing health challenges. The foundation has received donations totaling £505,761, thanks in part to the generosity of both Altor and its clients. Alongside this, Altor has undergone an intensive 12-month assessment process with external assessors, ultimately earning the highly respected B Corporation status in the UK. This accolade joins an exclusive list of like-minded firms such as Ben & Jerry’s, EQ Investors, Patagonia, and Triodos Bank – a testament to truly mindful business practices.
Quality, Trust, and Regulatory Excellence
Altor Wealth Management LLP doesn’t stop there. In 2020, the company proudly achieved Chartered Financial Planner Firm status after a rigorous review by their professional body. Chartered firms are in the minority, but it is precisely this commitment to the highest ethical standards and quality that positions Altor as a leader in financial advice, planning, consultancy, tax, and wealth management. With full authorization and regulation by the Financial Conduct Authority (FCA No. 769033) and registration in England (OC415262), trust and integrity aren’t just buzzwords – they are foundational. This high level of regulatory compliance ensures that every piece of advice comes with unparalleled accountability.
Project Impact
- SDG 1: No Poverty – providing accessible, cost-efficient advice to high-net-worth individuals
- SDG 3: Good Health and Well-being – supporting those with health needs through the Altor Foundation
- SDG 10: Reduced Inequalities – ensuring independent advice free from commercial bias
- SDG 12: Responsible Consumption and Production – promoting ethical investment practices
- SDG 13: Climate Action – supporting the planet through significant charitable contributions
Investment, Innovation, and a Bright Future
Altor’s ongoing journey is one that resonates with the true essence of investment advising, where wealth management, tax planning, and financial advice intersect to create a service that is both innovative and profoundly client-centric. Honing in on a fixed fee model, combined with a dedication to ethical practices, Altor continues to change the narrative, offering a reliable and independent alternative to traditional methods. The conversational, almost natural flow of ideas and the occasional thoughtful pause – like the way one might say, “wait, is this really possible?” – all contribute to why Altor’s model is not only effective but undeniably engaging. Encouraging an environment where motives are transparent and every decision is anchored around client needs, this approach invites admiration and trust across the board. Every aspect, from the fixed fee to the trusted Chartered Financial Planner status, underscores a belief system that is as much about ethical responsibility as it is about financial success. Truly, it’s a refreshing glimpse into the future of client-focused investment management, where clear advice meets a clear cost, and where every stakeholder’s needs are taken into account.
