Top 100 Financial Advisers

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Top 100 Financial Advisers 2012 in association with Matrix Solutions

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Company Name
Ranking 2011
Ranking 2010
Ranking 2009
Ranking 2008
Ranking 2007
Relevant Turnover (£)
Fees (%)
Firm Size
Sales Staff
Appointed Reps
Investment Business (%)
Pension Business (%)
Protection Business (%)
Mortgage Business (%)
Insurance Business (%)
Brewin Dolphin Ltd23311--264,000,000511,
Hargreaves Lansdown Group35383969238,700,
Openwork442222205,000,00063781, includes '2plan'
Investec Wealth & Investment Limited5-----168,565,
St James's Place Wealth Management624---158,025,00002,6182,318182,
Charles Stanley71318---119,600,
Intrinsic Group89119122698,000,
Positive Solutions Fin Services11109591080,618,
Close Asset M'ment125864---69,600,
AWD Group Plc1414141310740,027,
Skipton Group15171718242237,823,
Lighthouse Group16181214131436,825,
W H Ireland171921---32,590,
BestInvest Consultants18312227292831,100,
The On-Line Partnership19232623212030,000,
Savills Private Finance205224---30,000, known as 'Savills Private Finance'
RSM Tenon Financial Management Ltd212527---29,800,
Barclays Bank222415154429,480, / gerrard.htm-
Grant Thornton Group232628---26,000,
Standard Fin Group242628---25,000,
Perspective Group2529----23,000,
Best Practice IFA Group26395887--21,250,
Towergate Financial2788----20,700, / east-
Mattioli Woods Plc28445443545420,480,
Foster Denovo29343928282918,200,
Baigrie Davies & Co304252---17,500,
Thomsons Online Benefits31354348--17,466,
Oval Fin Services328534584917,000,
Personal Touch Fin Services337113-11816,725,0001764268141,
Jelf Fin Planning343746---15,851,
Kymin Fin Services364049---15,000,
Broadstone Group3738424751-13,600,
The Whitechurch Network38475038383313,000,
Pantheon Financial Group3946-57484213,000,
Ashcourt Rowan Fin Planning40-33---11,500,
AES International Global Wealth Management41-----11,225,
Bluefin Group42502017161210,300,
LEBC Group Ltd43515959-5810,200,
Sense Network446073---10,000,
Smith & Williamson Group4576485910,000,
Ashley Law4654617361529,000,
Yorkshire Inv Consultants4767716880758,800,
AFH Financial Group48--97--7,500,
Kellands Bristol4953676266617,350,
Julian Harris Fin Consultants5075686367627,300,
Merchant House Fin Services5162----7,275,
Medical Money Management5261696473687,180,
Chelsea Fin Services5365656064606,800,
Greystone Fin Services5484857899876,600,
Newell Palmer Group5569-7076-6,500,
Francis Townsend & Hayward5666706672656,500,
HFMC Wealth5776767670676,491,
Affinity Fin Awareness5873100---6,250,
Premier Fin Protection5993956774696,200,
Helm Godfrey Partners6077887471706,200,
The Fry Group61-605459506,100,
Rowan Dartington & Co6264838187-6,000,
Berkeley Burke & Co63808485100885,700,
PI Financial6468787577715,234,
Seymour Pierce6587----5,000,
PKF Fin Planning6686817281765,000,
Lifetime Wealth Management67898679--5,000,
IFG Group68-----5,000,
Clifton Asset Management69788784--4,800,
Compass Wealth Management7082----4,600,
Paradigm Financial Advisers7130----4,500,
Alan Steel (Asset Management)7291928697944,500,
Cullen Fin Planning739293---4,374,
English Mutual Holdings74969188--4,300,
Investors Planning Associates7516949093814,200,
Chadney Bulgin7697989195784,200,
Skerritt Consultants77-----4,200,
Timothy James & Partners78-----4,200,
Equus Independent Fin M'ment799089--984,100,
Fiske plc80-----4,000,
Kudos Independent Financial Services Ltd81-----4,000,
JLT Benefit Solutions826108--3,850,
Dewhurst Torevell & Co Ltd83-----3,827,
Lowes Financial Management85-----3,539,
Lucas Fettes & Partners (Financial Services) Ltd86-----3,500,
HW Financial Services Ltd87-----3,400,
Hampton Dean Ltd88-----3,234,
L J Financial Planning Ltd89-----3,200,
Speirs & Jeffrey Ltd91-----3,080,
Tom French & Associates92----953,000,
Lift-Financial Ltd93-----3,000,
Whitehall Financial Independent Ltd94-----2,950,
Independent Fin Strategies95-31---2,809,
PQR Financial Planning Ltd96-----2,800,
Russell Ulyatt Financial Services ltd97100----2,800,
Contractor Financials Ltd98-----2,760,
Protection & Investment Ltd99-----2,700,
EFG Independent Financial Advisers Ltd100-----2,700,
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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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