Search

for Financial Advisers

Search

This Financial Adviser appears in

• Top 100 Financial Advisers 2020

All rankings

• Top 100 Financial Advisers 2020
• Top 100 Financial Advisers 2019
• Top 100 Financial Advisers 2018, produced with Strategic Insight data
• Top 100 Financial Advisers 2017 in association with Strategic Insight
• Top 100 Financial Advisers 2016 in association with Strategic Insight
• Top 100 Financial Advisers 2015 in association with Matrix Solutions
• Top 100 Financial Advisers 2014 in association with Matrix Solutions
• Top 100 Financial Advisers 2013 in association with Matrix Solutions
• Top 100 Financial Advisers 2012 in association with Matrix Solutions
• Top 100 Financial Advisers 2011 in association with Matrix Solutions
• Top 100 Financial Advisers 2010 in association with Matrix Solutions
• Top 100 Financial Advisers 2009 in association with Matrix Data
• Top 100 Financial Advisers 2008 in association with Matrix Data
• Top 100 Financial Advisers 2007 in association with Matrix Data

Sponsored by

• Rankings
• Directory

FM IFA

Top 100 Financial Advisers 2020

View full ranking

Rankings at a glance
Rnk	96
Type	Firm
Chartered by CII or Accredited by CISI	No
# of CF30s, as at Dec 31 2019	5
Net sales, year to June 30 2020 (rounded)	24m
AUM, year to June 30 (rounded)	190m

Top 100 Financial Advisers 2020