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Directory of UK Wealth Managers

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Credo Wealth Factfile

Credo is a global independent wealth management business that has been in existence since 1998 and employs over 90 staff. The group has the privilege of managing over of £3.2bn of client assets. Credo Wealth is majority owned by senior management, many of whom have been with the group for more than ten years and as such our owner managed culture puts the client at the heart of every decision. We aim to provide our clients with a personal service and to build relationships based on trust. We believe wealth is created and preserved by following a patient and disciplined investment strategy that is focused on the long-term, keeping costs down and methodologies that have proven to be robust through a variety of market cycles.

Key person:

CREDO Wealth - Alan Noik
Alan Noik

Managing Director


Financial Planning