Top 100 Financial Advisers

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Top 100 Financial Advisers 2011 in association with Matrix Solutions

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Ranking
Rank '10
Rank '09
Rank '08
Rank '07
Company Name
URL
Relevant Turnover (£)
Fees (%)
Firm Size
Sales Size
Branches
App'd reps
Investment Business (%)
Pensions Business (%)
Protection Business (%)
Mortgages Business (%)
Insurance Business (%)
Notes
11111Sesamewww.sesame.co.uk448,000,00005501,94741,34400000-
24---St James's Placewww.sjp.co.uk358,900,000-12,1452,14582,231------
3311--Brewin Dolphin Securitieswww.brewindolphin.co.uk251,000,000511,8136574109010----
42222Openworkwww.openwork.uk.com250,000,00062,5002,01831231840127-
5383969Hargreaves Lansdown Groupwww.hl.co.uk207,900,000-630-1----0--
6108--JLT Benefit Solutionswww.jltgroup.com137,000,000761,60065162------
764859Smith & Williamsonwww.smith.williamson.co.uk99,000,000761,50026512092611--
85345849Oval Fin Serviceswww.theovalgroup.com98,000,00001,20079273355582--
91191226Intrinsic Groupwww.intrinsicfs.com90,400,00001307723337152739154-
1095910Positive Solutions Fin Serviceswww.thinkpositive.com86,841,00061,3761,25413140301992-
1116161411Towrywww.towry.com79,400,0007677325421077-----
127676The Tenet Groupwww.tenetgroup.co.uk79,100,0006230311198342029151-
1318---Charles Stanleywww.charles-stanley.co.uk61,800,00013933873301000000-
141413107AWD Group Plcwww.awdplc.com58,800,000102062063511636226322-
1555---J M Finnwww.jmfinn.com43,223,772128510940------
1694909381Investors Planning Associateswww.investorsplanning.co.uk42,000,000143432717015105--
1717182422Skipton Groupwww.skiptonfs.co.uk33,205,7551539202719721---
1812141314Lighthouse Groupwww.lighthousexpress.co.uk33,000,000554254219169581416110-
1921---W H Irelandwww.wh-ireland.co.uk32,590,0001200113121------
208335Honister Capitalwww.honisterpartners.com31,425,000-1424424700------
212524-18Montpelier Groupwww.montpeliergroup.com30,000,00060292971403510100-
22-211816Origenwww.origenfs.co.uk30,000,0001510710714340451230-
2326232120The On-Line Partnershipwww.inpartnership.net30,000,0006653839204303002515-
24151544Barclays Bankwww.barclayswealth.com / gerrard.htm29,480,0000276256220------
2527---RSM Tenon Fin Serviceswww.rsmtenon.com28,500,000213051305205035811-
2628---Grant Thornton UKwww.grant-thornton.co.uk27,531,0001001178536071191000-
2730262524Mercer HR Consultingwww.mercerhr.com26,000,00040644540031551400-
2832---Barfield Fin Advisorswww.barfieldmortgage.co.uk25,000,00061591010602055-
29----Perspective Groupwww.perspective-group.com23,000,00020220842135440231-
30----Paradigm Financial Adviserswww.paradigmfinancialadvisers.co.uk22,275,000-13393390151------
3122272928BestInvest Consultantswww.bestinvest.co.uk21,000,00050151000-----formerly just BestInvest. Now divided into two sections; BestInvest Brokers and BestInvest Consultants. Previous Rankings reflect the merged BestInvest
32----Lark Life & Pensionswww.larkinsurance.co.uk20,000,00012601250218--80-
3337314336Cavanagh Groupwww.cavanagh.co.uk17,500,000211907011336481060-
3439282829Foster Denovowww.fosterdenovo.com17,237,14861509012024541435-
354348--Thomsons Online Benefitswww.thomsons.com16,300,000212251440-9010---
364435--Halifax IFAswww.bankofscotlandprivateclients.co.uk16,000,0002373720954100-
3746---Jelf Fin Planningwww.jelfgroup.com15,851,0001150478020521261-
38424751-Broadstonewww.broadstoneltd.co.uk15,023,00077197-805540-05formerly known as BDO Stoy Hayward Inv Man or BDO Inv Man
395887--Best Practice Groupwww.bestpractice.co.uk15,000,0005123123417045321751-
4049---Kymin Fin Serviceswww.kymin.co.uk15,000,0001128202025252010-
4148-40-London & Capital Plcwww.londonandcapital.com15,000,00010067001000000-
4252---Baigrie Davies & Cowww.baigriedavies.co.uk14,000,000141812783040101010-
4353414239Co-Operative Bank Fin Adviserswww.cbfa.co.uk14,000,00051336910899200-
4454435454Mattioli Woods Plcwww.mattioli-woods.com13,680,0005119728204653--1-
4522272928BestInvest Brokerswww.bestinvest.co.uk13,000,000904942009010000formerly just BestInvest. Now divided into two sections; BestInvest Brokers and BestInvest Consultants. Previous Rankings reflect the merged BestInvest
46-574842Pantheon Financial Groupwww.pantheongroup.co.uk13,000,0006105249047401030-
4750383833The Whitechurch Networkwww.whitechurchnetwork.com13,000,0001152001160252525205-
4856---Liverpool Victoriawww.lv.com12,000,00012828411925210-
49----PricewaterhouseCooperswww.pwc.com / uk11,330,00001119060------
5020171612Bluefin Groupwww.bluefingroup.co.uk10,300,000698294450355010-
515959-58LEBC Groupwww.lebc-group.com9,500,00021125621603555721-
5224---Savills Private Financewww.spf.co.uk9,400,000801310331620882-
5367626661Kellands Bristolwww.kelland.co.uk9,200,0001154280702451--
5461736152Ashley Lawwww.ashleylaw.co.uk9,000,00067357450------
5574---Killik & Cowww.killik.com8,800,000186103102------
56----Walker Crips Groupwww.wcwb.co.uk8,800,0001908501------
57--46-Panmure Gordon (Broking)www.panmure.com8,360,0001787800------
5864---Close Asset M'mentwww.closeam.com8,100,000100124124401000000-
596656--2 Planwww.2plan.com7,800,0006352022304035205--
6073---Sense Networkwww.sense-ifa.co.uk7,632,000211210804035332264-
6169647368Medical Money Managementwww.medicalmoneymanagement.co.uk7,295,0001823870293018320-
62----Merchant House Fin Serviceswww.merchanthousegroup.com7,200,000-110010000------
63473639-PSFMwww.psfm.com7,000,000--245075201050--
64838187-Rowan Dartington & Cowww.rowan-dartington.co.uk7,000,000305450801000000-
6565606460Chelsea Fin Serviceswww.chelseafs.co.uk6,800,000015110905----
6670667265Francis Townsend & Haywardwww.fthfs.co.uk6,500,0002187202365750-
6771688075Yorkshire Inv Consultantswww.yig.co.uk6,200,00021113315460251032-
6878757771PI Financialwww.dixonsutcliffe.com6,100,0001135895517312228145-
69-7076-Newell Palmer Groupwww.newellpalmer.co.uk6,000,000170264365201050-
70--75-RP&C Internationalwww.rpcint.co.uk6,000,000501110011000000-
7113-118Personal Touch Fin Serviceswww.personaltouchfs.com5,887,022-1,6821,682-807------
7277696884Morganswww.themorgangroup.co.uk5,825,00018027501570555-
73100---Affinity Fin Awarenesswww.affinityadvise.com5,800,0006654010903412-
7475---BNP Paribas Private IM-5,720,0000635600------
7568636762Julian Harris Fin Consultantswww.julianharris.net5,700,000027406114415927--
7676767067HFM Columbus Groupwww.columbus-ifa.co.uk5,626,665662193076204---
7788747170Helm Godfrey Partnerswww.helmgodfrey.com5,600,0002160271212354131--
788784--Clifton Asset Managementwww.cliftonasset.co.uk5,523,06851413210590410-
79----Hase Osborne AMwww.haseosborne.co.uk5,500,00017310504055--
80848510088Berkeley Burke & Cowww.berkeleyburke.com5,000,000467025224355020-
81797790-City Asset Management Plcwww.city-asset.co.uk5,000,0007654272175205---
82----Compass Wealth Managementwww.compasswmc.com5,000,00017555215045221-
83824650-Financialwww.financial.ltd.uk5,000,0002024053413907020352-
8485789987Greystone Fin Serviceswww.greystonefs.co.uk5,000,000658312240405105-
85808089-James Brearley & Sonswww.jbrearley.co.uk5,000,000903229100973000-
8681728176PKF Fin Planningwww.pkf.co.uk5,000,00066026230306361--
87--86-Seymour Piercewww.seymourpierce.com5,000,00010747110982000-
88----Towergate Financialwww.towergatefinancial.co.uk / east5,000,00050374740------
898679--Lifetime Wealth Managementwww.lifetimewealth.co.uk4,800,000176521302030152015-
9089--98Equus Independent Fin M'mentwww.equusifm.co.uk4,600,00066836212555128--
9192869794Alan Steel (Asset Management)www.alansteel.com4,500,00064011106038200-
9293---Cullen Fin Planningwww.cullenfp.co.uk4,219,57276482621303020-20-
9395677469Premier Fin Protectionwww.pfpifa.co.uk4,200,0006124183302825116-
94----Ambrian Partners Limitedwww.ambrian.com4,180,0000423100------
9596---Cheviot Asset Managementwww.cheviot.co.uk4,050,000-16060011000000-
969188--English Mutual Holdingswww.englishmutual.com4,000,000212558912304015105-
9798919578Chadney Bulginwww.chadneybulgin.com3,900,00060552311254513134-
9831---Independent Fin Strategieswww.clarkgillone.co.uk3,000,000135143052298110-
9972716963First Trust IFAswww.firsttrustbank.co.uk2,919,333143307803546100-
100----Russell Ulyatt Fin Serviceswww.russellulyatt.co.uk2,800,000764015314050550-
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Table notesIn association with Matrix Solutions. These figures are the latest available and are given by chief executives or finance officers. They are meant to be a guide only. How Matrix Solutions compiles the Financial Adviser Top 100: The figures are based on responses to a co-ordinated campaign of emails sent to contacts in firms compiled from the previous year’s listing – a method used for each of the ten years of this survey. Matrix Solutions updates contacts where there is a change. The email contains a link to a five minute survey which is password protected so that the contact can access details from the previous years’ survey. After three week's worth of emails to the top 1000 people in the list, Matrix Solutions then focuses on the Top 150 in the list. Following further email reminders, any missing submissions are handed over to the Matrix Solutions research department which conducts individual one on one calls with the named contact, as well as identifying situations where the contact has changed. The figures in the list come from contacts in the companies which respond. These contacts bear the ultimate responsibility for accuracy. Finally, Matrix Solutions fills in any remaining gaps by using its Data Analysis department to research figures for those companies taken from their most recent company reports, submissions to Companies House and other publicly available information.

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