Top 100 Financial Advisers

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Lead Sponsor: Quilter Investors

Associate Sponsor

Associate Sponsor: Octopus Investments

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Smith & Pinching

Top 100 Financial Advisers 2018, produced with Strategic Insight data

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Rankings at a glance
73
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 2017200,000,000
Net sales of retail investments and pensions over H2 2017 and H1 201843,000,000
Net sales of retail investments and pensions over H2 2016 and H1 201741,000,000
Assets under management invested in retail investment funds 2018130,000,000
Assets under management invested in retail investment funds 2017160,000,000
Number of CF30s24
Complaints Q1 & Q2 20180
Complaints Q3 & Q4 20170
Year founded1998