Elston supports UK financial advisers CIP/CRP/MPS
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How We Work Together.

Complementing, not competing

Infographic Showing How Elston works with Advisers to Provide Index Fund and Portfolio Solutions, Investment Committee Support, Integrations, Research and Insights

What Our Clients Say​.

Recognised experts in our field...
We were delighted to win a number of awards voted for by advisers.
Citywire Wealth Manager - Scotland and Northern Ireland Winner
Citywire Wealth Manager Adviser Choice Awards 2023 - Shortlisted - Most satisfactory investment outcome
Citywire Wealth Manager Adviser Choice Awards 2023 - Shortlisted - Best Reporting
Citywire Wealth Manager Adviser Choice Awards 2023 - Shortlisted - Best Value for Money
Citywire Wealth Manager Adviser Choice Awards 2023 - Shortlisted - Best communication in a crisis
Citywire Wealth Manager Adviser Choice Awards 2023 - Shortlisted - The North
Citywire Wealth Manager Adviser Choice Awards 2023 - Shortlisted - Scotland and Northern Ireland
Professional Adviser Awards 2022 - Finalist - Best Model Portfolio Service
Investment Week - Investment Marketing and Innovation Awards 2022 - Finalist - Proposition Development - Discretionary Fund Management/Wealth Management
Investment Week - Investment Marketing and Innovation Awards 2022 - Finalist - Thought Leadership Work - Retail
Winner - Ultimate Default Fund - Corporate Adviser Awards '15
Investment Week - Investment Marketing and Innovation Awards 2015 - Highly Commended - Proposition Development - Discretionary Fund Management/Wealth Management
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About us.

Established in 2012

Elston was set up to research and develop innovative investment propositions for the UK adviser market.

Our Goal

Our mission is to become one of the leading investment solutions providers supporting UK advisers.

We provide Investment Committee & Proposition support for UK advisers to help them enhance their business value and reduce business risk.

Our Clients

We help UK advisers develop investment solutions for them to offer their clients - model portfolios, funds, retirement and ESG propositions.

Our clients include approximatly 60 financial advisers (from national firms to small boutiques) and 5 discretionary portfolio managers.

Unlike traditional MPS providers, we do not work with retail clients.  We aim to support financial adviser, not compete with them.

Our Toolkit

We have an extensive toolkit and can work with firms large and small to deliver investment solutions in the format they require.  We have an institutional-quality toolkit to fill in any gaps that adviser firms may have.

We can help deliver any or all of the following investment solutions:
Ready-made portfolios (Elston MPS)
Custom portfolios (Custom MPS) built with and for adviser firms
Retirement Portfolios (Retirement MPS) purpose-built for decumulation

We can also provide the following services to UK advisers
CIP and CRP Support (CIRP)
Investment Committee Support
Asset Allocation & Fund Research
Regulatory Support
Portfolio Analytics
Custom reporting (factsheets and commentary)
Fund solutions for larger firms
Index solutions for fund providers

Join our team


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New roles are advertised on LinkedIn
Find out if roles are available


We're here to help you grow...

We enjoy taking on challenges, and solving problems.
Whether you are an asset manager looking to differentiate your product, or a financial advisory firm looking to develop model portfolios for your client base, we are here to help you scale your business.
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By client type:
For Advisers
For Discretionary Managers


© COPYRIGHT 2012-25. ALL RIGHTS RESERVED.
 Elston Consulting Limited (Company Registration Number 07125478) is registered in
England & Wales, Registered address:  1 King William Street, London EC4N 7AF
  • WHO WE ARE
    • About
    • Our Journey
    • What Our Clients Say
  • WHAT WE DO
    • Elston Portfolios >
      • Our Portfolios
      • Adaptive Portfolios
      • Retirement Portfolios
      • Sustainable Portfolios
      • Smoothed Portfolios
      • All Weather Portfolio UK
      • Money Market Portfolio
    • Custom Portfolios >
      • Custom Portfolios
    • MINERVA
    • CGT Solutions >
      • Our CGT Solutions
      • Avastra Portfolios
      • Onshore Bonds
      • Direct Gilts
    • Adviser Support >
      • Our Adviser Support
      • CIRP
      • Investment Committee Support
      • Regulatory Support
      • Analytics, Factsheets & Reporting
      • CPD
    • Fund Solutions >
      • Our Funds
      • Custom Funds
    • Index Solutions >
      • Our Indices
      • Sector Equal Weight
      • UK Equity Income
      • Liquid Real Assets
      • Gold and Precious Metals
      • Custom Indices
  • Insights
  • Subscribe
  • Contact