Top 100 Financial Advisers

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Balmoral Asset Management Ltd

Top 100 Financial Advisers 2018, produced with Strategic Insight data

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59
Gross sales of retail investments and pensions over H2 2017 and H1 2018170,000,000
Gross sales of retail investments and pensions over H2 2016 and H1 2017100,000,000
Net sales of retail investments and pensions over H2 2017 and H1 2018130,000,000
Net sales of retail investments and pensions over H2 2016 and H1 201794,000,000
Assets under management invested in retail investment funds 201876,000,000
Assets under management invested in retail investment funds 201792,000,000
Number of CF30s10
Complaints Q1 & Q2 20180
Complaints Q3 & Q4 20170
Year founded1998