1 1 Sesame www.sesame.co.uk 300,000,000 1.0 2,477 2,466 16 1,785 25 35 22 18 0 - 2 2 Openwork www.openwork.uk.com 294,801,000 0.0 356 1,057 0 949 53 6 12 1 27 - 3 5 The Money Portal www.batesonline.com 185,000,000 18.0 350 1,907 15 n/a 50 10 10 0 30 Part of 'Honister Capital' from 2009. 4 4 Barclays Bank www.barclays.co.uk / financialplanning / 160,000,000 0.0 1,200 900 5 0 n/a n/a n/a n/a n/a - 5 3 HSBC Group www.hsbc.co.uk 159,670,000 2.0 1,834 1,234 n/a n/a 92 0 4 0 4 - 6 9 Hargreaves Lansdown Group www.hargreaveslansdown.co.uk 120,300,000 0.0 648 119 0 0 100 0 0 0 0 - 7 6 The Tenet Group www.tenetgroup.co.uk 120,000,000 9.0 282 5,350 2 626 51 16 28 5 0 Note: last year investment & pensions were combined, so although no pension activity is shown there may be some in this company 8 59 Smith & Williamson www.smith.williamson.co.uk 104,000,000 76.0 605 300 12 0 98 0 2 0 0 - 9 10 Positive Solutions Fin Services www.thinkpositive.com 97,963,000 5.0 1,602 1,598 987 1 56 28 11 2 0 - 10 7 AWD Group Plc www.awdplc.com 97,137,000 2.0 952 376 22 n/a 25 20 10 0 30 - 11 8 Personal Touch Fin Services www.personaltouchfs.com 90,000,000 n/a 190 2,090 n/a n/a 7 50 26 12 5 Not included in 2009 ranking as lacking required level of investment business. 12 26 Intrinsic Group www.intrinsicfs.com 90,000,000 0.0 120 1,560 1 248 12 28 38 4 18 - 13 14 Lighthouse Group www.lighthouseifa.com 82,000,000 20.0 1,080 870 10 n/a n/a n/a n/a n/a n/a - 14 11 Towry Law www.towrylaw.com 50,000,000 100.0 203 198 17 0 98 0 2 0 0 - 15 13 Burns-Anderson Plc www.burns-anderson.co.uk 45,000,000 1.0 64 480 0 213 33 18 11 8 30 Part of 'The Money Portal' from 2008. Part of 'Honister Capital' from 2009. 16 12 Thinc Group www.thincdestini.com 44,100,000 0.0 1,030 700 117 18 n/a n/a n/a n/a n/a Integrated with 'SBJ Benefit Consultants' and 'PIFC' and rebranded as 'Bluefin' in Sept 2008 17 - UBS Wealth Management (UK) www.ubs.com / lac 40,000,000 50.0 93 89 8 0 n/a n/a n/a n/a n/a - 18 16 Origen www.origenfs.co.uk 32,000,000 n/a 410 130 10 n/a 40 1 4 0 55 - 19 17 Alexander Forbes Fin Services www.alexanderforbesfs.co.uk 31,600,000 16.0 135 130 3 2 10 0 20 0 0 - 20 30 The RBS Group IFA n/a 30,000,000 2.0 300 152 n/a 0 70 0 20 0 10 - 21 20 The On-Line Partnership www.inpartnership-national.co.uk 30,000,000 0.0 65 500 3 185 30 25 0 15 30 - 22 21 Savills Private Finance www.spf.co.uk 30,000,000 80.0 13 10 31 0 5 85 5 5 0 Not included in 2009 ranking due to more rigourous qualification methodology; part of an accountancy firm. 23 23 Grant Thornton UK www.grant-thornton.co.uk 27,531,000 100.0 117 112 36 0 n/a n/a n/a n/a n/a Not included in 2009 ranking due to more rigourous qualification methodology; part of an estate agent. 24 22 Skipton Group www.skiptonfs.co.uk 26,707,000 0.0 313 123 0 1 95 0 1 0 4 - 25 24 Mercer HR Consulting www.mercerhr.com 26,000,000 40.0 64 63 40 0 n/a n/a n/a n/a n/a - 26 - Independent Fin Strategies n/a 25,900,000 1.0 35 13 3 1 52 11 8 0 29 - 27 25 IFG Group www.ifg.co.uk 25,000,000 55.0 234 51 6 0 95 0 0 0 0 Last year investment & pensions were combined, so although no pension activity is shown there may be some in this company 28 29 Foster Denovo www.fosterdenovo.com 22,000,000 5.0 242 115 12 n/a 20 10 14 1 55 - 29 28 Tilney Bestinvest www.bestinvest.co.uk 21,000,000 50.0 15 12 0 0 90 3 3 3 0 - 30 - Evercore Partners n/a 20,188,000 76.0 28 18 1 0 100 0 0 0 0 - 31 27 Park Row Associates www.parkrow.co.uk 20,000,000 8.0 85 250 17 0 24 20 27 2 27 - 32 37 The Clarkson Hill Group www.theclarksonhillgroup.com 18,000,000 6.0 68 354 13 1 30 15 22 1 32 - 33 - Aquila Fin Management n/a 18,000,000 30.0 11 11 0 0 n/a n/a n/a n/a n/a - 34 31 Berkeley Morgan Group www.berkeleymorgan.co.uk 16,500,000 1.0 21 20 10 2 n/a n/a n/a n/a n/a - 35 40 Heath Lambert Consulting www.heathlambert.com 16,000,000 51.0 160 6 12 0 10 0 20 0 70 Not included in 2009 ranking due to more rigourous qualification methodology; part of an insurance brokers 36 - Jelf Fin Planning www.jelfgroup.com 15,893,000 1.0 162 58 43 0 21 4 11 1 63 - 37 34 Wesleyan Fin Services www.wesleyan.co.uk 15,000,000 1.0 276 265 1 2 n/a n/a n/a n/a n/a - 38 33 The Whitechurch Network www.whitechurchnetwork.com 15,000,000 2.0 30 4 1 n/a 25 20 25 5 25 - 39 - PSFM www.psfm.com 15,000,000 21.0 155 66 12 0 50 0 10 0 40 - 40 - London & Capital Plc www.londonandcapital.com 15,000,000 100.0 6 4 0 0 n/a n/a n/a n/a n/a - 41 - Lawrence Scoffield & Co n/a 14,000,000 5.0 6 6 0 0 n/a n/a n/a n/a n/a - 42 39 Co-Operative Bank Fin Advisers www.cbfa.co.uk 14,000,000 5.0 133 127 0 0 85 0 15 0 0 - 43 36 Cavanagh Group www.cavanagh.co.uk 14,000,000 21.0 219 80 13 3 35 5 8 2 50 - 44 - Baigrie Davies & Co www.baigriedavies.co.uk 14,000,000 14.0 18 18 7 7 18 3 79 0 0 - 45 - Armstrong Watson www.awfinancialplanning.co.uk 14,000,000 90.0 22 21 15 0 n/a n/a n/a n/a n/a - 46 - Panmure Gordon (Broking) www.durlacher.com 13,600,000 1.0 23 22 0 0 n/a n/a n/a n/a n/a - 47 - Mint Fin Services www.mintzone.co.uk 13,100,000 5.0 235 231 9 111 45 25 25 5 0 Part of 'Intrinsic Group' from 2008 48 42 Pantheon Group www.pantheongroup.co.uk 13,000,000 6.0 105 43 9 n/a 47 3 10 0 40 - 49 - Pension & Fin Consultants www.pfc.co.uk 12,860,000 6.0 15 15 0 0 n/a n/a n/a n/a n/a - 50 - Financial www.financial.ltd.uk 12,500,000 10.0 45 330 1 n/a 35 10 10 10 35 Rebranded from 'Standard Fin Group' 51 - BDO Stoy Hayward Inv Man www.bdo.co.uk 12,500,000 68.0 84 79 4 0 95 0 5 0 0 - 52 45 Torquil Clark Plc www.tqonline.co.uk 12,000,000 6.0 107 22 1 3 40 2 10 2 46 Part of 'Skipton Group' from 2008 53 - Cricket Hill Fin Planning n/a 12,000,000 1.0 10 9 0 2 n/a n/a n/a n/a n/a - 54 54 Mattioli Woods Plc www.mattioli-woods.com 10,830,000 51.0 155 23 1 0 1 0 1 0 98 - 55 - Chartwell Group www.chartwell.co.uk 10,400,000 8.5 79 17 3 n/a 45 6 4 1 44 - 56 56 Key Retirement Solutions www.keyrs.co.uk 10,000,000 21.0 145 66 0 0 0 100 0 0 0 - 57 48 Orbit Benefits www.orbitbenefits.com 9,700,000 12.0 18 16 0 0 90 0 10 0 0 Part of 'Bluefin' from 2008 58 49 Oval Fin Services www.theovalgroup.com 9,690,000 16.0 82 77 16 3 85 5 10 0 0 - 59 50 The Fry Group www.thefrygroup.co.uk 9,200,000 20.0 21 20 4 0 90 5 5 0 0 - 60 51 Citygate Money Managers www.citygategroup.co.uk 9,000,000 10.0 21 21 0 4 80 10 10 0 0 - 61 52 Ashley Law www.ashleylaw.co.uk 9,000,000 6.0 73 72 78 0 n/a n/a n/a n/a n/a - 62 55 PIFC Consulting Plc www.pifc.com 8,900,000 47.0 11 10 1 0 80 0 20 0 0 Integrated with 'SBJ Benefit Consultants' and 'Thinc Group' and rebranded as 'Bluefin' in Sept 2008 63 57 Proact Financial www.proactfinancial.co.uk 8,120,000 10.0 25 25 15 1 n/a n/a n/a n/a n/a - 64 60 Chelsea Fin Services www.chelseafs.co.uk 8,000,000 0.0 14 1 1 0 95 0 0 0 5 - 65 64 Vantis Fin Management www.vantisplc.com 7,500,000 76.0 72 28 17 0 50 10 10 2 28 - 66 61 Kellands Bristol www.kelland.co.uk 7,350,000 15.0 15 14 8 0 n/a n/a n/a n/a n/a - 67 62 Julian Harris Fin Consultants n/a 7,300,000 10.0 20 20 1 7 30 30 30 10 0 - 68 84 Morgans www.themorgangroup.co.uk 7,200,000 1.0 95 35 4 1 10 10 10 30 40 - 69 63 First Trust IFAs www.firsttrustbank.co.uk 7,158,384 2.0 47 45 2 0 48 0 52 0 0 - 70 67 HFM Columbus Group www.columbus-ifa.co.uk 6,823,303 11.0 54 21 2 n/a 67 5 3 0 24 - 71 70 Helm Godfrey Partners www.helmgodfrey.com 6,700,000 7.5 63 35 9 1 26 1 9 0 56 - 72 65 Francis Townsend & Hayward www.francistownsend.co.uk 6,500,000 50.0 6 6 2 0 n/a n/a n/a n/a n/a - 73 68 Medical Money Management www.medicalmoneymanagement.co.uk 6,280,541 1.0 37 37 7 0 53 7 15 25 0 - 74 69 Premier Fin Protection www.pfpifa.co.uk 6,200,000 6.0 39 46 3 3 30 11 25 6 28 - 75 - RP&C International www.rpcint.co.uk 6,000,000 50.0 11 11 0 0 n/a n/a n/a n/a n/a - 76 - Newell Palmer Group n/a 6,000,000 1.0 70 23 4 3 65 5 10 0 20 - 77 71 PI Financial www.pi-fa.co.uk 5,938,211 6.0 95 85 23 13 27 15 21 2 35 - 78 72 Liberty Fin Consultants n/a 5,925,000 1.0 79 79 9 0 n/a n/a n/a n/a n/a Update: No longer authorised by the FSA 79 73 Eden Personal Fin Planning n/a 5,850,000 1.0 70 69 7 0 n/a n/a n/a n/a n/a Update: No longer authorised by the FSA 80 75 Yorkshire Inv Consultants n/a 5,700,000 14.0 30 30 2 3 90 1 9 0 0 - 81 76 PKF Fin Planning www.pkf.co.uk 5,700,000 30.0 41 38 23 0 n/a n/a n/a n/a n/a - 82 - Numis Securities n/a 5,500,000 1.0 102 102 0 0 n/a n/a n/a n/a n/a - 83 - BIB Darlington www.bibinsurance.co.uk 5,500,000 3.0 7 7 0 2 n/a n/a n/a n/a n/a - 84 74 Buckles Inv Services www.buckles.ltd.uk 5,442,566 1.0 122 48 1 1 53 6 12 1 27 - 85 77 NHFA www.nhfa.co.uk 5,200,000 3.0 63 52 0 0 71 8 21 0 0 - 86 - Seymour Pierce n/a 5,000,000 10.0 59 57 1 0 n/a n/a n/a n/a n/a - 87 - Rowan Dartington & Co www.rowan-dartington.co.uk 5,000,000 30.0 54 52 5 0 n/a n/a n/a n/a n/a - 88 79 M2 Financial www.m2financial.co.uk 5,000,000 50.0 30 30 3 0 69 12 17 2 0 - 89 - James Brearley & Sons www.jbrearley.co.uk 5,000,000 90.0 32 29 8 0 n/a n/a n/a n/a n/a - 90 - City Asset Management Plc n/a 5,000,000 76.0 51 3 2 1 75 0 5 0 20 - 91 - Chesham Insurance Service www.chesham-insurance.co.uk 5,000,000 1.0 10 10 1 1 n/a n/a n/a n/a n/a - 92 80 Rowan & Co Capital M'ment Plc www.rowanplc.com 4,850,000 77.0 31 26 4 1 n/a n/a n/a n/a n/a - 93 81 Investors Planning Associates www.investorsplanning.co.uk 4,800,000 5.0 44 44 25 1 80 15 5 0 n/a - 94 82 Pearson Jones Plc www.pearson-jones.co.uk 4,750,000 50.0 43 41 8 0 n/a n/a n/a n/a n/a Included in our 'Skipton Group' results from 2008 95 78 Chadney Bulgin www.chadneybulgin.com 4,600,000 6.0 51 25 3 3 19 35 15 3 28 - 96 85 Regent IFA Services www.regentorg.com 4,500,000 7.0 23 23 3 1 60 15 25 0 0 - 97 94 Alan Steel (Asset Management) www.alansteel.com 4,500,000 6.0 40 9 0 0 60 0 2 0 38 - 98 86 Godfrey Pearson n/a 4,400,000 1.0 75 55 4 1 20 10 35 10 25 Part of 'Lighthouse Group' from 2008 99 87 Greystone Fin Services www.greystonefs.co.uk 4,363,729 10.0 32 32 1 1 n/a n/a n/a n/a n/a - 100 88 Berkeley Burke & Co www.bbgroup.co.uk 4,250,000 40.0 28 28 2 5 n/a n/a n/a n/a n/a - Download this view as a PDF Output this view to Excel