Top 100 Financial Advisers

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Portafina LLP

Top 100 Financial Advisers 2018, produced with Strategic Insight data

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Rankings at a glance
56
Gross sales of retail investments and pensions over H2 2017 and H1 2018200,000,000
Gross sales of retail investments and pensions over H2 2016 and H1 2017160,000,000
Net sales of retail investments and pensions over H2 2017 and H1 2018180,000,000
Net sales of retail investments and pensions over H2 2016 and H1 2017140,000,000
Assets under management invested in retail investment funds 2018330,000,000
Assets under management invested in retail investment funds 2017270,000,000
Number of CF30s6
Complaints Q1 & Q2 20180
Complaints Q3 & Q4 20170
Year founded2009