Top 100 Financial Advisers

Loading the ranking table

Top 100 Financial Advisers 2008 in association with Matrix Data

Show advanced search filters

Filter by Financial Adviser name

Filter table by entering Financial Adviser name or details
Show all
Show advanced search filters

Advanced search

Relevant Turnover (£)
Fees (%)

Search Clear all
Show all available fields

Add more information to your table

Rank
Rank '07
Company
Website
Relevant Turnover (£)
Fees (%)
Firm Size
Sales Size
Branches
App'd Reps
Investment Business (%)
Mortgage Business (%)
Protection Business (%)
Insurance Business (%)
Pension Business (%)
Notes
11Sesamewww.sesame.co.uk300,000,0001.02,4772,466161,785253522180-
22Openworkwww.openwork.uk.com294,801,0000.03561,057094953612127-
35The Money Portalwww.batesonline.com185,000,00018.03501,90715n/a501010030Part of 'Honister Capital' from 2009.
44Barclays Bankwww.barclays.co.uk / financialplanning /160,000,0000.01,20090050n/an/an/an/an/a-
53HSBC Groupwww.hsbc.co.uk159,670,0002.01,8341,234n/an/a920404-
69Hargreaves Lansdown Groupwww.hargreaveslansdown.co.uk120,300,0000.0648119001000000-
76The Tenet Groupwww.tenetgroup.co.uk120,000,0009.02825,350262651162850Note: last year investment & pensions were combined, so although no pension activity is shown there may be some in this company
859Smith & Williamsonwww.smith.williamson.co.uk104,000,00076.0605300120980200-
910Positive Solutions Fin Serviceswww.thinkpositive.com97,963,0005.01,6021,598987156281120-
107AWD Group Plcwww.awdplc.com97,137,0002.095237622n/a252010030-
118Personal Touch Fin Serviceswww.personaltouchfs.com90,000,000n/a1902,090n/an/a75026125Not included in 2009 ranking as lacking required level of investment business.
1226Intrinsic Groupwww.intrinsicfs.com90,000,0000.01201,5601248122838418-
1314Lighthouse Groupwww.lighthouseifa.com82,000,00020.01,08087010n/an/an/an/an/an/a-
1411Towry Lawwww.towrylaw.com50,000,000100.0203198170980200-
1513Burns-Anderson Plcwww.burns-anderson.co.uk45,000,0001.0644800213331811830Part of 'The Money Portal' from 2008. Part of 'Honister Capital' from 2009.
1612Thinc Groupwww.thincdestini.com44,100,0000.01,03070011718n/an/an/an/an/aIntegrated with 'SBJ Benefit Consultants' and 'PIFC' and rebranded as 'Bluefin' in Sept 2008
17-UBS Wealth Management (UK)www.ubs.com / lac40,000,00050.0938980n/an/an/an/an/a-
1816Origenwww.origenfs.co.uk32,000,000n/a41013010n/a4014055-
1917Alexander Forbes Fin Serviceswww.alexanderforbesfs.co.uk31,600,00016.0135130321002000-
2030The RBS Group IFAn/a30,000,0002.0300152n/a070020010-
2120The On-Line Partnershipwww.inpartnership-national.co.uk30,000,0000.0655003185302501530-
2221Savills Private Financewww.spf.co.uk30,000,00080.01310310585550Not included in 2009 ranking due to more rigourous qualification methodology; part of an accountancy firm.
2323Grant Thornton UKwww.grant-thornton.co.uk27,531,000100.0117112360n/an/an/an/an/aNot included in 2009 ranking due to more rigourous qualification methodology; part of an estate agent.
2422Skipton Groupwww.skiptonfs.co.uk26,707,0000.031312301950104-
2524Mercer HR Consultingwww.mercerhr.com26,000,00040.06463400n/an/an/an/an/a-
26-Independent Fin Strategiesn/a25,900,0001.035133152118029-
2725IFG Groupwww.ifg.co.uk25,000,00055.02345160950000Last year investment & pensions were combined, so although no pension activity is shown there may be some in this company
2829Foster Denovowww.fosterdenovo.com22,000,0005.024211512n/a201014155-
2928Tilney Bestinvestwww.bestinvest.co.uk21,000,00050.0151200903330-
30-Evercore Partnersn/a20,188,00076.02818101000000-
3127Park Row Associateswww.parkrow.co.uk20,000,0008.085250170242027227-
3237The Clarkson Hill Groupwww.theclarksonhillgroup.com18,000,0006.068354131301522132-
33-Aquila Fin Managementn/a18,000,00030.0111100n/an/an/an/an/a-
3431Berkeley Morgan Groupwww.berkeleymorgan.co.uk16,500,0001.02120102n/an/an/an/an/a-
3540Heath Lambert Consultingwww.heathlambert.com16,000,00051.0160612010020070Not included in 2009 ranking due to more rigourous qualification methodology; part of an insurance brokers
36-Jelf Fin Planningwww.jelfgroup.com15,893,0001.01625843021411163-
3734Wesleyan Fin Serviceswww.wesleyan.co.uk15,000,0001.027626512n/an/an/an/an/a-
3833The Whitechurch Networkwww.whitechurchnetwork.com15,000,0002.03041n/a252025525-
39-PSFMwww.psfm.com15,000,00021.01556612050010040-
40-London & Capital Plcwww.londonandcapital.com15,000,000100.06400n/an/an/an/an/a-
41-Lawrence Scoffield & Con/a14,000,0005.06600n/an/an/an/an/a-
4239Co-Operative Bank Fin Adviserswww.cbfa.co.uk14,000,0005.0133127008501500-
4336Cavanagh Groupwww.cavanagh.co.uk14,000,00021.0219801333558250-
44-Baigrie Davies & Cowww.baigriedavies.co.uk14,000,00014.01818771837900-
45-Armstrong Watsonwww.awfinancialplanning.co.uk14,000,00090.02221150n/an/an/an/an/a-
46-Panmure Gordon (Broking)www.durlacher.com13,600,0001.0232200n/an/an/an/an/a-
47-Mint Fin Serviceswww.mintzone.co.uk13,100,0005.0235231911145252550Part of 'Intrinsic Group' from 2008
4842Pantheon Groupwww.pantheongroup.co.uk13,000,0006.0105439n/a47310040-
49-Pension & Fin Consultantswww.pfc.co.uk12,860,0006.0151500n/an/an/an/an/a-
50-Financialwww.financial.ltd.uk12,500,00010.0453301n/a3510101035Rebranded from 'Standard Fin Group'
51-BDO Stoy Hayward Inv Manwww.bdo.co.uk12,500,00068.0847940950500-
5245Torquil Clark Plcwww.tqonline.co.uk12,000,0006.0107221340210246Part of 'Skipton Group' from 2008
53-Cricket Hill Fin Planningn/a12,000,0001.010902n/an/an/an/an/a-
5454Mattioli Woods Plcwww.mattioli-woods.com10,830,00051.01552310101098-
55-Chartwell Groupwww.chartwell.co.uk10,400,0008.579173n/a4564144-
5656Key Retirement Solutionswww.keyrs.co.uk10,000,00021.014566000100000-
5748Orbit Benefitswww.orbitbenefits.com9,700,00012.01816009001000Part of 'Bluefin' from 2008
5849Oval Fin Serviceswww.theovalgroup.com9,690,00016.082771638551000-
5950The Fry Groupwww.thefrygroup.co.uk9,200,00020.0212040905500-
6051Citygate Money Managerswww.citygategroup.co.uk9,000,00010.021210480101000-
6152Ashley Lawwww.ashleylaw.co.uk9,000,0006.07372780n/an/an/an/an/a-
6255PIFC Consulting Plcwww.pifc.com8,900,00047.01110108002000Integrated with 'SBJ Benefit Consultants' and 'Thinc Group' and rebranded as 'Bluefin' in Sept 2008
6357Proact Financialwww.proactfinancial.co.uk8,120,00010.02525151n/an/an/an/an/a-
6460Chelsea Fin Serviceswww.chelseafs.co.uk8,000,0000.014110950005-
6564Vantis Fin Managementwww.vantisplc.com7,500,00076.07228170501010228-
6661Kellands Bristolwww.kelland.co.uk7,350,00015.0151480n/an/an/an/an/a-
6762Julian Harris Fin Consultantsn/a7,300,00010.0202017303030100-
6884Morganswww.themorgangroup.co.uk7,200,0001.09535411010103040-
6963First Trust IFAswww.firsttrustbank.co.uk7,158,3842.04745204805200-
7067HFM Columbus Groupwww.columbus-ifa.co.uk6,823,30311.054212n/a6753024-
7170Helm Godfrey Partnerswww.helmgodfrey.com6,700,0007.56335912619056-
7265Francis Townsend & Haywardwww.francistownsend.co.uk6,500,00050.06620n/an/an/an/an/a-
7368Medical Money Managementwww.medicalmoneymanagement.co.uk6,280,5411.037377053715250-
7469Premier Fin Protectionwww.pfpifa.co.uk6,200,0006.0394633301125628-
75-RP&C Internationalwww.rpcint.co.uk6,000,00050.0111100n/an/an/an/an/a-
76-Newell Palmer Groupn/a6,000,0001.070234365510020-
7771PI Financialwww.pi-fa.co.uk5,938,2116.095852313271521235-
7872Liberty Fin Consultantsn/a5,925,0001.0797990n/an/an/an/an/aUpdate: No longer authorised by the FSA
7973Eden Personal Fin Planningn/a5,850,0001.0706970n/an/an/an/an/aUpdate: No longer authorised by the FSA
8075Yorkshire Inv Consultantsn/a5,700,00014.0303023901900-
8176PKF Fin Planningwww.pkf.co.uk5,700,00030.04138230n/an/an/an/an/a-
82-Numis Securitiesn/a5,500,0001.010210200n/an/an/an/an/a-
83-BIB Darlingtonwww.bibinsurance.co.uk5,500,0003.07702n/an/an/an/an/a-
8474Buckles Inv Serviceswww.buckles.ltd.uk5,442,5661.0122481153612127-
8577NHFAwww.nhfa.co.uk5,200,0003.06352007182100-
86-Seymour Piercen/a5,000,00010.0595710n/an/an/an/an/a-
87-Rowan Dartington & Cowww.rowan-dartington.co.uk5,000,00030.0545250n/an/an/an/an/a-
8879M2 Financialwww.m2financial.co.uk5,000,00050.030303069121720-
89-James Brearley & Sonswww.jbrearley.co.uk5,000,00090.0322980n/an/an/an/an/a-
90-City Asset Management Plcn/a5,000,00076.0513217505020-
91-Chesham Insurance Servicewww.chesham-insurance.co.uk5,000,0001.0101011n/an/an/an/an/a-
9280Rowan & Co Capital M'ment Plcwww.rowanplc.com4,850,00077.0312641n/an/an/an/an/a-
9381Investors Planning Associateswww.investorsplanning.co.uk4,800,0005.04444251801550n/a-
9482Pearson Jones Plcwww.pearson-jones.co.uk4,750,00050.0434180n/an/an/an/an/aIncluded in our 'Skipton Group' results from 2008
9578Chadney Bulginwww.chadneybulgin.com4,600,0006.0512533193515328-
9685Regent IFA Serviceswww.regentorg.com4,500,0007.023233160152500-
9794Alan Steel (Asset Management)www.alansteel.com4,500,0006.0409006002038-
9886Godfrey Pearsonn/a4,400,0001.07555412010351025Part of 'Lighthouse Group' from 2008
9987Greystone Fin Serviceswww.greystonefs.co.uk4,363,72910.0323211n/an/an/an/an/a-
10088Berkeley Burke & Cowww.bbgroup.co.uk4,250,00040.0282825n/an/an/an/an/a-
Download this view as a PDF Output this view to Excel
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.

Table Extract Options

1.Verify selected Financial Advisers

  • Placeholder

To change which Financial Advisers will be displayed, click "Cancel" and select or deselect rows before trying again. You can also choose to highlight a specific Financial Adviser within the results:

2.Select sort column and sort order

3.Select which columns to display

  • Placeholder