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
1
Gross sales of retail investments and pensions over H2 2017 and H1 20181,600,000,000
Gross sales of retail investments and pensions over H2 2016 and H1 20171,700,000,000
Net sales of retail investments and pensions over H2 2017 and H1 2018830,000,000
Net sales of retail investments and pensions over H2 2016 and H1 2017970,000,000
Assets under management invested in retail investment funds 20182,900,000,000
Assets under management invested in retail investment funds 20173,100,000,000
Number of CF30s526
Complaints Q1 & Q2 20180
Complaints Q3 & Q4 20170
Year founded1967*