Top 100 Financial Advisers

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Top 100 Financial Advisers 2007 in association with Matrix Data

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Relevant Turnover (£)
Fees (%)

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Rank
Company
Website
Relevant Turnover (£)
Fees (%)
Firm Size
Sales Size
Branches
App'd Reps
Investment Business (%)
Mortgage Business (%)
Protection Business (%)
General Insurance (%)
Notes
1Sesamewww.sesame.co.uk342,000,000n/a5507,60041,94025352218-
2Openworkwww.openwork.uk.com192,400,000n/a4042,63417603133315-
3HSBC Groupwww.hsbc.co.uk175,584,00011800319n/an/a900100HSBC Bank Plc - Multi-tied Investments(£55234000) + HSBC Bank Plc - Premier IFA(£106700000) + HSBC Private Bank UK Ltd (£13650000)
4Barclays Bankwww.barclays.co.uk / financialplanning /160,000,000n/a1,20090050n/an/an/an/a-
5The Money Portalwww.batesonline.com / www.millfield-partnership.co.uk135,000,000122501,0201527083584-
6The Tenet Groupwww.tenetgroup.co.uk120,000,00092825,35026265116285-
7AWD Group Plcwww.awdplc.com101,500,00041,2083032520540302010-
8Personal Touch Fin Serviceswww.personaltouchfs.com101,000,000n/a77476966080410502010-
9Hargreaves Lansdown Groupwww.hargreaveslansdown.co.uk98,800,000n/a64811900100000-
10Positive Solutions Fin Serviceswww.thinkpositive.com97,963,0005551,6721415628112-
11Towry Lawwww.towrylaw.com50,000,00010060018011098020-
12Thinc Groupwww.thincdestini.com44,100,000n/a1,03070018117n/an/an/an/aIntegrated with 'SBJ Benefit Consultants' and 'PIFC' and rebranded as 'Bluefin' in Sept 2008
13Burns-Anderson Plcwww.burns-anderson.co.uk43,000,0003754282219642466-
14Lighthouse Groupwww.lighthouseifa.com42,000,000n/a7785406200n/an/an/an/a-
15SBJ Benefit Consultantswww.sbjbc.co.uk35,000,000904001078095050Integrated with 'Thinc Group' and 'PIFC' and rebranded as 'Bluefin' in Sept 2008
16Origenwww.origenfs.co.uk34,300,0001542515010160220-
17Alexander Forbes Fin Serviceswww.alexanderforbesfs.co.uk31,600,0001638012662100200-
18Montpelier Groupwww.montpeliergroup.com30,000,0006050060401033331Not included in 2008 ranking due to more rigourous qualification methodology; considered too European / expat-focused.
19Sumuswww.sumus.co.uk30,000,000104033059041131432Merged with 'Lighthouse Group' in 2008
20The On-Line Partnershipwww.inpartnership.net30,000,000560400320025303510-
21Savills Private Financewww.spf.co.uk30,000,0008025012022058555-
22Skipton Groupwww.skiptonfs.co.uk28,000,0009034613879001000-
23Grant Thornton UKwww.grant-thornton.co.uk27,531,00010010899280n/an/an/an/a-
24Mercer HR Consultingwww.mercerhr.com26,000,000407069250n/an/an/an/a-
25IFG Groupwww.ifg.co.uk25,000,00055234516095000-
26Intrinsic Groupn/a24,675,000n/a851,20003152530405-
27Park Row Associateswww.parkrow.co.uk23,000,000100316311401n/an/an/an/a-
28Tilney Bestinvestwww.bestinvest.co.uk21,000,0005098400090333-
29Foster Denovowww.fosterdenovo.com20,200,00052501234n/a7412140-
30The RBS Group IFAn/a18,541,171n/a157150151n/an/an/an/a-
31Berkeley Morgan Groupwww.berkeleymorgan.co.uk16,500,0001222262n/an/an/an/a-
32Sage Fin Serviceswww.sagefinancial.co.uk16,500,000n/a4544500266n/an/an/an/aPart of The Money Portal from 2008. Part of Honister Capital from 2009.
33The Whitechurch Networkwww.whitechurchnetwork.com15,000,000n/a3041170n/an/an/an/a-
34Wesleyan Fin Serviceswww.bmas.co.uk15,000,000n/a24423312n/an/an/an/a-
35PSFMwww.psfm.com14,400,0002515060100855100-
36Cavanagh Groupwww.cavanagh.co.uk14,271,544301908011385870-
37The Clarkson Hill Groupwww.theclarksonhillgroup.com14,000,0001835130313646318181-
38Baigrie Davies & Cowww.baigriedavies.co.uk14,000,000141717031183790-
39Co-Operative Bank Fin Adviserswww.cbfa.co.uk14,000,000517912210850150-
40Heath Lambert Consultingwww.heathlambert.com13,208,000n/a494860n/an/an/an/a-
41Mint Fin Serviceswww.mintzone.co.uk13,100,00053004012304525255Part of 'Intrinsic Group' from 2008
42Pantheon Groupwww.pantheongroup.co.uk13,000,0002010139100603100-
43Circle Fin Services Plcwww.circlefinancial.co.uk12,500,00010101010n/an/an/an/a-
44JS&Pwww.jsandp.co.uk12,000,000993270n/an/an/an/aConsidered part of 'Towry Law' from 2008
45Torquil Clark Plcwww.tqonline.co.uk12,000,000151541914608302Part of 'Skipton Group' from 2008
46Coutts & Cowww.coutts.com11,900,000n/a432352170n/an/an/an/aNot included in 2008 ranking due to more rigourous qualification methodology.
47Standard Fin Groupn/a10,000,000103020011506030100Considered part of 'Financial' from 2008
48Orbit Benefitswww.orbitbenefits.com9,700,00012501400900100Part of 'Thinc Group' from 2008. Part of 'Bluefin' from 2009.
49Oval Fin Serviceswww.theovalgroup.com9,690,0001615069130855100-
50The Fry Groupwww.thefrygroup.co.uk9,200,00020173235090550-
51Citygate Money Managerswww.citygatemm.com9,000,000103017398010100-
52Ashley Lawwww.ashleylaw.co.uk9,000,000n/a8382570n/an/an/an/a-
53T Oscar Rollins & Con/a9,000,000n/a9810n/an/an/an/a-
54Mattioli Woods Plcwww.mattioli-woods.com8,997,19155115181045000-
55PIFC Consulting Plcwww.pifc.com8,900,0004790820800200Integrated with 'SBJ Benefit Consultants' and 'Thinc Group' and rebranded as 'Bluefin' in Sept 2008
56Key Retirement Solutionswww.keyrs.co.uk8,300,00050149781059500-
57Proact Financialwww.proactfinancial.co.uk8,120,000104646110n/an/an/an/a-
58LEBC Groupwww.lebc-group.com8,100,0001011156110832160Unable to acquire information for 2008.
59Smith & Williamsonwww.smith.williamson.co.uk8,000,0001001,30022410096110-
60Chelsea Fin Serviceswww.chelseafs.co.uk7,750,000n/a15300100000-
61Kellands Bristolwww.kelland.co.uk7,350,00015141330n/an/an/an/a-
62Julian Harris Fin Consultantsn/a7,300,0001010067434330303010-
63First Trust IFAswww.firsttrustbank.co.uk7,158,38427438820480520-
64Vantis Fin Managementwww.vantisplc.com7,100,0006068339065101510-
65Francis Townsend & Haywardwww.francistownsend.co.uk6,500,000506610n/an/an/an/a-
66Kilminster Fin Managementwww.kilminster.com6,400,0003313009705250Update: No longer authorised by FSA
67HFM Columbus Groupn/a6,334,5002248162093430-
68Medical Money Managementwww.medicalmoneymanagement.co.uk6,280,54114938705371525-
69Premier Fin Protectionwww.pfpifa.co.uk6,200,000859506355102510-
70Helm Godfrey Partnerswww.helmgodfrey.com6,000,0009653810281190-
71PI Financialwww.pi-fa.co.uk5,938,2111559754296416182-
72Liberty Fin Consultantsn/a5,925,000n/a797930n/an/an/an/aUpdate: No longer authorised by FSA
73Eden Personal Fin Planningn/a5,850,000n/a787800n/an/an/an/aUpdate: No longer authorised by FSA
74Buckles Inv Serviceswww.buckles.ltd.uk5,822,32311205210844111-
75Yorkshire Inv Consultantsn/a5,700,0001492272390190-
76PKF Fin Planningwww.pkf.co.uk5,700,000303530220n/an/an/an/a-
77NHFAwww.nhfa.co.uk5,200,0003515300718210-
78Chadney Bulginwww.chadneybulgin.com5,060,000127535402060155-
79M2 Financialwww.m2financial.co.uk5,000,000505026316912172-
80Rowan & Co Capital M'ment Plcwww.rowanplc.com4,850,00077312641n/an/an/an/a-
81Investors Planning Associateswww.investorsplanning.co.uk4,800,00056046101801550-
82Pearson Jones Plcwww.pearson-jones.co.uk4,750,00050383750n/an/an/an/aIncluded in our 'Skipton Group' results from 2008.
83Independent Fin Servicesn/a4,500,00034848130n/an/an/an/a-
84Morganswww.themorgangroup.co.uk4,500,00010292942n/an/an/an/a-
85Regent IFA Serviceswww.regentorg.com4,500,00074127316015250-
86Godfrey Pearsonn/a4,400,00017046412525252Part of 'Lighthouse Group' from 2009
87Greystone Fin Serviceswww.greystonefs.co.uk4,363,72910353501n/an/an/an/a-
88Berkeley Burke & Cowww.bbgroup.co.uk4,250,00040272734n/an/an/an/a-
89Abacus Fin Managementn/a4,000,000n/a2100n/an/an/an/a-
90Aspen Plcwww.aspen-plc.co.uk4,000,00098161300n/an/an/an/aPart of 'Capita Hartshead' from 2008
91Henderson Ponsford & Con/a4,000,00014400n/an/an/an/aNot included in 2008 ranking due to more rigourous qualification methodology.
92Smith & Pinching Fin Serviceswww.smith-pinching.co.uk4,000,00030161600n/an/an/an/a-
9320Twenty Independentwww.20twentyindependent.com4,000,00013535356510205-
94Alan Steel (Asset Management)www.alansteel.com4,000,00014090097030-
95Tom French & Associateswww.tomfrench.co.uk3,800,00027266344827232-
96Kerr & Con/a3,750,000722200n/an/an/an/aUpdate: No longer authorised by FSA
97Central Investment Services (Scotland)www.centralinvestmentgroup.com3,600,0005291100851050-
98Equus Independent Fin M'mentwww.equusifm.co.uk3,550,00074517118801370-
99Global Financialwww.ifa-advice.com3,540,00012222134023352-
100Ward Consultancy Plcwww.wardconsultancy.plc.uk3,519,000252992n/a72060-
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Table notesIn association with Matrix Data. These figures are the latest available and are given by chief executives or finance officers. They are meant to be a guide only.

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