Top 100 Financial Advisers

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The Private Office

Top 100 Financial Advisers 2018, produced with Strategic Insight data

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58
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 2017120,000,000
Net sales of retail investments and pensions over H2 2017 and H1 201865,000,000
Net sales of retail investments and pensions over H2 2016 and H1 201720,000,000
Assets under management invested in retail investment funds 2018540,000,000
Assets under management invested in retail investment funds 2017300,000,000
Number of CF30s29
Complaints Q1 & Q2 20180
Complaints Q3 & Q4 20170
Year founded2008