Top 100 Financial Advisers

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Top 100 Financial Advisers 2012 in association with Matrix Solutions

	Company Name	Ranking	Ranking 2011	Ranking 2010	Ranking 2009	Ranking 2008	Ranking 2007	Relevant Turnover (£)	Fees (%)	Firm Size	Sales Staff	Branches	Appointed Reps	Investment Business (%)	Pension Business (%)	Protection Business (%)	Mortgage Business (%)	Insurance Business (%)	Website	Notes
	Sesame	1	1	1	1	1	1	470,000,000	-	540	11,500	4	1,315	-	-	-	-	-	www.sesame.co.uk	-
	Brewin Dolphin Ltd	2	3	3	11	-	-	264,000,000	51	1,931	585	41	0	90	10	0	0	0	www.brewindolphin.co.uk	-
	Hargreaves Lansdown Group	3	5	38	39	6	9	238,700,000	81	657	72	1	0	78	20	2	0	0	www.hl.co.uk	-
	Openwork	4	4	2	2	2	2	205,000,000	6	378	1,888	1	2	34	37	14	10	5	www.openwork.uk.com	Now includes '2plan'
	Investec Wealth & Investment Limited	5	-	-	-	-	-	168,565,000	51	950	12	15	0	100	0	0	0	0	www.investecwin.co.uk	-
	St James's Place Wealth Management	6	2	4	-	-	-	158,025,000	0	2,618	2,318	18	2,488	0	0	0	0	0	www.sjp.co.uk	-
	Charles Stanley	7	13	18	-	-	-	119,600,000	45	950	440	32	0	100	0	0	0	0	www.charles-stanley.co.uk	-
	Intrinsic Group	8	9	11	9	12	26	98,000,000	0	161	0	2	625	21	27	35	14	8	www.intrinsicfs.com	-
	Tenet	9	12	7	6	7	6	96,300,000	15	280	66	2	633	31	19	33	13	4	www.tenetgroup.co.uk	-
	Towry	10	11	16	16	14	11	84,200,000	100	741	177	18	0	-	-	-	-	-	www.towry.com	-
	Positive Solutions Fin Services	11	10	9	5	9	10	80,618,000	6	112	0	9	1	42	31	17	8	2	www.thinkpositive.com	-
	Close Asset M'ment	12	58	64	-	-	-	69,600,000	65	568	127	9	50	50	0	0	0	0	www.closebrothersam.com	-
	Succession	13	-	-	-	-	-	50,000,000	51	300	500	55	0	80	20	0	0	0	www.successionadvisoryservices.com	-
	AWD Group Plc	14	14	14	13	10	7	40,027,197	51	418	192	12	125	50	35	15	0	0	www.awdchasedevere.co.uk	-
	Skipton Group	15	17	17	18	24	22	37,823,276	1	542	208	7	1	97	3	0	0	0	www.skiptonfs.co.uk	-
	Lighthouse Group	16	18	12	14	13	14	36,825,000	1	657	558	141	189	58	14	16	11	0	www.lighthousexpress.co.uk	-
	W H Ireland	17	19	21	-	-	-	32,590,000	1	153	144	12	1	0	0	0	0	0	www.wh-ireland.co.uk	-
	BestInvest Consultants	18	31	22	27	29	28	31,100,000	21	160	50	17	0	70	30	0	0	0	www.bestinvest.co.uk	-
	The On-Line Partnership	19	23	26	23	21	20	30,000,000	6	500	277	12	198	30	30	0	25	15	www.inpartnership.net	-
	Savills Private Finance	20	52	24	-	-	-	30,000,000	76	33	3	31	0	6	2	0	88	2	www.spf.co.uk	Previously known as 'Savills Private Finance'
	RSM Tenon Financial Management Ltd	21	25	27	-	-	-	29,800,000	30	300	85	40	1	-	-	-	-	-	www.rsmtenon.com	-
	Barclays Bank	22	24	15	15	4	4	29,480,000	0	302	292	22	-	-	-	-	-	-	www.barclayswealth.com / gerrard.htm	-
	Grant Thornton Group	23	26	28	-	-	-	26,000,000	76	235	180	17	0	50	20	0	0	0	www.grant-thornton.co.uk	-
	Standard Fin Group	24	26	28	-	-	-	25,000,000	17	50	3	1	400	70	20	20	5	2	www.financial.ltd.uk	-
	Perspective Group	25	29	-	-	-	-	23,000,000	21	240	85	24	4	40	40	18	2	0	www.perspective-group.com	-
	Best Practice IFA Group Ltd	26	39	58	87	-	-	21,250,000	76	47	152	2	82	28	50	10	5	3	www.bestpractice.co.uk	-
	Towergate Financial	27	88	-	-	-	-	20,700,000	50	340	220	7	0	-	-	-	-	-	www.towergatefinancial.co.uk / east	-
	Mattioli Woods Plc	28	44	54	43	54	54	20,480,000	49	266	61	4	0	39	61	0	0	0	www.mattioli-woods.com	-
	Foster Denovo	29	34	39	28	28	29	18,200,000	6	134	93	8	0	20	50	20	5	5	www.fosterdenovo.com	-
	Baigrie Davies & Co	30	42	52	-	-	-	17,500,000	6	250	118	4	3	4	8	85	1	0	www.baigriedavies.co.uk	-
	Thomsons Online Benefits	31	35	43	48	-	-	17,466,000	1	268	20	3	0	0	93	7	0	0	www.thomsons.com	-
	Oval Fin Services	32	8	5	34	58	49	17,000,000	21	210	65	12	2	35	59	2	0	0	www.theovalgroup.com	-
	Personal Touch Fin Services	33	71	13	-	11	8	16,725,000	1	764	268	14	1,042	4	3	46	40	2	www.personaltouchfs.com	-
	Jelf Fin Planning	34	37	46	-	-	-	15,851,000	1	75	43	7	0	34	42	21	3	0	www.jelfgroup.com	-
	PSFM	35	63	47	36	39	-	15,500,000	21	44	29	10	0	50	40	9	1	0	www.psfm.com	-
	Kymin Fin Services	36	40	49	-	-	-	15,000,000	1	13	6	2	0	20	25	25	20	10	www.kymin.co.uk	-
	Broadstone	37	38	42	47	51	-	13,600,000	76	175	60	8	0	33	33	6	0	0	www.broadstoneltd.co.uk	-
	The Whitechurch Network	38	47	50	38	38	33	13,000,000	10	20	1	1	130	25	25	25	25	0	www.whitechurchnetwork.com	-
	Pantheon Financial Group	39	46	-	57	48	42	13,000,000	6	51	23	13	1	47	40	10	3	0	www.pantheonfinancial.co.uk	-
	Ashcourt Rowan Fin Planning	40	-	33	-	-	-	11,500,000	21	124	75	16	4	60	34	3	0	3	www.ashcourtrowanfp.com	-
	AES International Global Wealth Management	41	-	-	-	-	-	11,225,301	20	38	70	6	1	60	10	10	0	10	www.aesfinance.com	-
	Bluefin Group	42	50	20	17	16	12	10,300,000	76	96	39	77	0	73	25	2	0	0	www.bluefingroup.co.uk	-
	LEBC Group Ltd	43	51	59	59	-	58	10,200,000	10	133	60	12	0	40	39	12	1	8	www.lebc-group.com	-
	Sense Network	44	60	73	-	-	-	10,000,000	51	15	145	59	63	16	42	30	10	2	www.sense-ifa.co.uk	-
	Smith & Williamson Group	45	7	6	4	8	59	10,000,000	76	80	31	6	0	20	50	5	0	0	www.smith.williamson.co.uk	-
	Ashley Law	46	54	61	73	61	52	9,000,000	6	20	70	40	0	25	25	25	20	5	www.ashleylaw.co.uk	-
	Yorkshire Inv Consultants	47	67	71	68	80	75	8,800,000	21	138	43	5	4	60	25	10	3	2	www.yig.co.uk	-
	AFH Financial Group	48	-	-	97	-	-	7,500,000	75	70	90	1	14	50	36	10	0	0	www.afhifs.co.uk	-
	Kellands Bristol	49	53	67	62	66	61	7,350,000	0	10	9	1	0	82	6	10	2	0	www.kelland.co.uk	-
	Julian Harris Fin Consultants	50	75	68	63	67	62	7,300,000	6	13	12	13	1	10	-	-	-	-	www.julianharris.net	-
	Merchant House Fin Services	51	62	-	-	-	-	7,275,000	0	94	88	91	2	0	-	-	-	-	www.merchanthousegroup.com	-
	Medical Money Management	52	61	69	64	73	68	7,180,000	1	57	37	7	0	29	34	21	3	13	www.medicalmoneymanagement.co.uk	-
	Chelsea Fin Services	53	65	65	60	64	60	6,800,000	0	6	1	1	0	95	5	0	0	0	www.chelseafs.co.uk	-
	Greystone Fin Services	54	84	85	78	99	87	6,600,000	65	77	23	2	2	50	45	5	0	0	www.greystonefs.co.uk	-
	Newell Palmer Group	55	69	-	70	76	-	6,500,000	1	90	31	4	3	35	62	2	0	1	www.newellpalmer.co.uk	-
	Francis Townsend & Hayward	56	66	70	66	72	65	6,500,000	21	5	3	1	0	23	65	7	5	0	www.fthfs.co.uk	-
	HFMC Wealth	57	76	76	76	70	67	6,491,000	51	60	16	2	0	60	30	6	4	0	www.hfmcolumbus.com	-
	Affinity Fin Awareness	58	73	100	-	-	-	6,250,000	51	30	40	1	0	90	3	4	1	2	www.affinityadvise.com	-
	Premier Fin Protection	59	93	95	67	74	69	6,200,000	6	40	27	3	2	30	28	25	11	6	www.pfpifa.co.uk	-
	Helm Godfrey Partners	60	77	88	74	71	70	6,200,000	20	80	29	8	1	40	43	17	0	0	www.helmgodfrey.com	-
	The Fry Group	61	-	60	54	59	50	6,100,000	21	60	19	5	1	80	10	5	0	5	www.thefrygroup.co.uk	-
	Rowan Dartington & Co	62	64	83	81	87	-	6,000,000	30	72	45	5	2	100	0	0	0	0	www.rowan-dartington.co.uk	-
	Berkeley Burke & Co	63	80	84	85	100	88	5,700,000	60	20	6	2	6	40	55	4	1	0	www.bbgroup.co.uk	-
	PI Financial	64	68	78	75	77	71	5,234,271	1	82	78	54	17	24	25	28	17	6	www.dixonsutcliffe.com	-
	Seymour Pierce	65	87	-	-	-	-	5,000,000	6	67	60	1	0	100	0	0	0	0	www.seymourpierce.com	-
	PKF Fin Planning	66	86	81	72	81	76	5,000,000	21	65	23	22	0	30	61	8	1	0	www.pkf.co.uk	-
	Lifetime Wealth Management	67	89	86	79	-	-	5,000,000	1	24	17	3	0	10	20	40	25	5	www.lifetime.co.uk	-
	IFG Group	68	-	-	-	-	-	5,000,000	1	52	52	6	0	50	40	10	0	0	www.ifg.co.uk	-
	Clifton Asset Management	69	78	87	84	-	-	4,800,000	51	24	22	1	0	5	90	4	1	0	www.cliftonasset.co.uk	-
	Compass Wealth Management	70	82	-	-	-	-	4,600,000	11	20	54	2	3	45	45	3	3	3	www.compasswmc.com	-
	Paradigm Financial Advisers	71	30	-	-	-	-	4,500,000	21	124	75	16	167	60	34	3	0	3	www.paradigmfinancialadvisers.co.uk	-
	Alan Steel (Asset Management)	72	91	92	86	97	94	4,500,000	6	14	11	1	0	60	38	2	0	0	www.alansteel.com	-
	Cullen Fin Planning	73	92	93	-	-	-	4,374,704	43	52	21	1	1	35	60	5	0	0	www.cullenfp.co.uk	-
	English Mutual Holdings	74	96	91	88	-	-	4,300,000	0	1	0	4	11	-	-	-	-	-	www.englishmutual.com	-
	Investors Planning Associates	75	16	94	90	93	81	4,200,000	1	43	35	25	1	70	15	10	5	0	www.investorsplanning.co.uk	-
	Chadney Bulgin LLP	76	97	98	91	95	78	4,200,000	76	60	26	1	1	45	30	10	13	2	www.chadneybulgin.com	-
	Skerritt Consultants Ltd	77	-	-	-	-	-	4,200,000	21	32	21	2	0	40	54	2	2	1	www.skerritts.co.uk	-
	Timothy James & Partners Ltd	78	-	-	-	-	-	4,200,000	95	40	11	1	0	50	38	6	6	0	www.tjpltd.co.uk	-
	Equus Independent Fin M'ment	79	90	89	-	-	98	4,100,000	7	55	23	1	1	20	52	10	7	11	www.equusifm.co.uk	-
	Fiske plc	80	-	-	-	-	-	4,000,000	21	50	28	1	0	100	0	0	0	0	www.fiskeplc.com	-
	Kudos Independent Financial Services Ltd	81	-	-	-	-	-	4,000,000	21	51	12	3	0	39	39	15	5	2	www.kudos-ifs.co.uk	-
	JLT Benefit Solutions	82	6	10	8	-	-	3,850,000	76	65	55	4	2	67	24	5	0	1	www.jltwm.com	-
	Dewhurst Torevell & Co Ltd	83	-	-	-	-	-	3,827,743	5	32	8	1	0	60	35	5	0	0	www.dewhurst-torevell.co.uk	-
	Morgans	84	72	77	69	68	84	3,800,000	6	80	22	5	0	10	80	5	0	0	www.themorgangroup.co.uk	-
	Lowes Financial Management	85	-	-	-	-	-	3,539,400	6	33	13	1	0	90	6	3	1	0	www.lowes.co.uk	-
	Lucas Fettes & Partners (Financial Services) Ltd	86	-	-	-	-	-	3,500,000	21	26	18	9	3	24	23	2	1	0	www.lucasfettes.co.uk	-
	HW Financial Services Ltd	87	-	-	-	-	-	3,400,000	6	28	18	58	0	83	10	7	0	0	www.hwca.com	-
	Hampton Dean Ltd	88	-	-	-	-	-	3,234,995	1	13	11	1	0	42	43	13	1	1	www.hamptondean.co.uk	-
	L J Financial Planning Ltd	89	-	-	-	-	-	3,200,000	51	9	0	1	17	40	40	10	5	0	www.ljfp.co.uk	-
	Investacc	90	-	-	-	-	-	3,152,880	21	15	10	5	7	67	30	2	1	0	www.investacc.co.uk	-
	Speirs & Jeffrey Ltd	91	-	-	-	-	-	3,080,000	0	33	30	0	0	100	0	0	0	0	www.speirsjeffrey.co.uk	-
	Tom French & Associates	92	-	-	-	-	95	3,000,000	6	40	30	2	1	31	33	20	16	0	www.tomfrench.co.uk	-
	Lift-Financial Ltd	93	-	-	-	-	-	3,000,000	76	52	14	3	4	43	48	5	2	2	www.lift-financial.com	-
	Whitehall Financial Independent Ltd	94	-	-	-	-	-	2,950,000	76	30	16	3	3	68	21	5	1	0	www.whitehallfinancial.co.uk	-
	Independent Fin Strategies	95	-	31	-	-	-	2,809,000	1	32	14	4	0	64	28	6	2	0	www.clarkgillone.co.uk	-
	PQR Financial Planning Ltd	96	-	-	-	-	-	2,800,000	76	22	12	1	1	30	30	30	9	1	www.pqr.uk.com	-
	Russell Ulyatt Financial Services ltd	97	100	-	-	-	-	2,800,000	76	8	4	3	1	40	50	8	2	0	www.russellulyatt.co.uk	-
	Contractor Financials Ltd	98	-	-	-	-	-	2,760,163	1	8	4	1	0	1	55	13	30	1	www.contractorfinancials.com	-
	Protection & Investment Ltd	99	-	-	-	-	-	2,700,000	1	19	14	13	0	40	38	12	7	3	www.pil.uk.com	-
	EFG Independent Financial Advisers Ltd	100	-	-	-	-	-	2,700,000	6	15	10	1	1	48	10	30	4	0	www.efg-ifa.com	-
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Table notesThese figures are the latest available and are given by the companies involved, or are obtained from official records. They are intended as a guide only.

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Financial Adviser

Money Management