Who we are

Our focus on our clients has endured for more than 200 years and has helped to make us one of the UK’s leading wealth management firms.

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We’re committed to our clients

Our purpose is to build on our long history, traditional values and strong reputation to help our clients prosper, by meeting their goals through the highest standards of holistic wealth and investment management services. We are passionate about building long-term relationships with both our clients and staff and in contributing to our local communities

Holistic Wealth Management

We offer holistic wealth management services to provide you with peace of mind at every step of your financial journey, with the convenience of having all your wealth needs taken care of under one roof. Delivered through three core offerings, together they offer a set of complementary services that support our ambition to be the UK’s leading wealth manager.

Investment Management Services

Offering personal Discretionary, Advisory and broker-led Execution-only services to private clients, trusts, charities and companies. Our bespoke service allows deep relationships with clients and creates investment portfolios built around each client’s individual needs.

Clients include financial advisers, defined benefit pension schemes, institutional investors and high net worth individuals.

Financial Planning Services

Our experienced financial planners provide tailored advice to help our clients plan and structure their wealth.

As the savings, pensions and inheritance tax landscape becomes ever more complex, they provide a range of personalised solutions.

Central Financial Services

A division comprising centrally-managed products and services, focusing on three specific growth markets; Asset management capabilities serving retail, intermediary and institutional clients and Dalton Steiner Direct, a personal finance service to provide self investors with the knowledge, tools, products, and services to take control of their financial futures and realise the rewards of their investments.

Our vision

To become the UK’s leading wealth manager; defining ‘leading’ in terms of quality rather than quantity, we have focused our attention on three key areas.

Staff satisfaction

We believe it is important that our staff feel part of an excellence-driven environment – promoting a culture of ‘One Dalton Steiner’, encouraging engagement and growth for all.

Working at Dalton Steiner

Providing high quality service to our clients

Client satisfaction

92%

Overall satisfaction

We are a people-driven business - offering a truly personal service is at the heart of what we do.

Respondents from our 2024 Private Client Survey.

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Award winning service

We're proud to have been shortlisted for and to have won numerous awards and accolades, reflecting the dedication of our esteemed colleagues and the high quality of service we deliver-recognised by both industry peers and our clients alike.

View our awards

Our values

Our values are more than the characteristics that define us as a company, and they’re more than the shared attitudes of the people who make up the firm.

They’re our pledge and our promise to clients, to wealth managers and to each other.

We put clients first

If we do what’s right for our clients, the firm will do well and we’ll all benefit.

We act with integrity

We put others above self, and what’s right above what’s easy. We believe doing well and doing good aren’t mutually exclusive.

We think long term

We act responsibly, taking a conservative approach that translates into a strong, stable firm for clients, wealth managers, associates and shareholders.

We value independence

We respect autonomy, celebrate individuality and welcome diverse perspectives, while encouraging collaboration and innovation.