Top 100 Financial Advisers

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Lead Sponsor

Lead Sponsor: Quilter Investors

Associate Sponsor

Associate Sponsor: Octopus Investments

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Smith & Williamson Group

Top 100 Financial Advisers 2018, produced with Strategic Insight data

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Rankings at a glance
38
Gross sales of retail investments and pensions over H2 2017 and H1 2018720,000,000
Gross sales of retail investments and pensions over H2 2016 and H1 2017590,000,000
Net sales of retail investments and pensions over H2 2017 and H1 2018210,000,000
Net sales of retail investments and pensions over H2 2016 and H1 201788,000,000
Assets under management invested in retail investment funds 20183,000,000,000
Assets under management invested in retail investment funds 20172,700,000,000
Number of CF30s259
Complaints Q1 & Q2 20180
Complaints Q3 & Q4 20170
Year founded1881