Top 100 Financial Advisers

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Lead Sponsor: Quilter Investors

Associate Sponsor

Associate Sponsor: Octopus Investments

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Top 100 Financial Advisers 2018, produced with Strategic Insight data

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Rankings at a glance
70
Gross sales of retail investments and pensions over H2 2017 and H1 20182,800,000,000
Gross sales of retail investments and pensions over H2 2016 and H1 20173,300,000,000
Net sales of retail investments and pensions over H2 2017 and H1 2018770,000,000
Net sales of retail investments and pensions over H2 2016 and H1 20171,500,000,000
Assets under management invested in retail investment funds 20187,900,000,000
Assets under management invested in retail investment funds 20177,200,000,000
Number of CF30s1,190
Complaints Q1 & Q2 201866
Complaints Q3 & Q4 201750
Year founded1999