| 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 Bank 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 | Tenet | 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 Group | 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 Group | 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 Smith & Williamson | 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 | HFMC Wealth | 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 | - |
|---|
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