Top 100 Financial Advisers

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Top 100 Financial Advisers 2013 in association with Matrix Solutions

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Company Name
Ranking
Ranking 2012
Ranking 2011
Ranking 2010
Ranking 2009
Ranking 2008
Ranking 2007
Gross sales (£m) 2012-13
Number of CF30 individuals
Notes
Website
Hargreaves Lansdown1353839694,300123Includes execution-only businesswww.hl.co.uk
Brewin Dolphin223311--1,700555-www.brewindolphin.co.uk
Openwork344222217001,005Includes 2Plan Wealth Managementwww.openwork.uk.com
St James's Place Wealth Management4624---1,6002642Fundscape estimatewww.sjp.co.uk
Tenet591276761,500724-www.tenetgroup.co.uk
Barclays Group622241515441,4003,386Includes Gerrard Financial Planning / Investment Managementwww.barclayswealth.com / gerrard.htm
Sesame71111111,300981-www.sesame.co.uk
Intrinsic/Positive Solutions88911912261,2001,596-www.intrinsicfs.com
Skipton Group9151717182422970164Includes Skipton Financial Services, Pearson Jones, Torquil Clarkwww.skiptonfs.co.uk
Investec Wealth & Investment105-----950506-www.investecwin.co.uk
Succession1113-----930288Includes Berkeley Burke and other firms on the Succession transition programmewww.successionadvisoryservices.com
Brooks Macdonald12------88065--
Charles Stanley1371318---640352Includes execution-only businesswww.charles-stanley.co.uk
Financial Ltd Group14------630375--
InPartnership15192326232120590223Includes Whitechurch Networkwww.inpartnership.net
Rathbone Investment Management16------590213--
Paradigm Financial Advisers177130----580328-www.paradigmfinancialadvisers.co.uk
Standard Life Wealth18242628---55020-www.financial.ltd.uk
IFG Group1968-----55058Includes Saunderson Housewww.ifg.co.uk
Chase de Vere20------540203--
JLT Group21826108--49083Includes wealth and employee benefits divisionswww.jltwm.com
Lighthouse Group22161812141314490571-www.lighthousexpress.co.uk
Sanlam Financial Services Group23------420140--
Smith & Williamson Group2445764859400227-www.smith.williamson.co.uk
Ashcourt Rowan2540-33---37090-www.ashcourtrowanfp.com
Tilney Group2618312227292836023Includes execution-only businesswww.bestinvest.co.uk
Close Brothers Asset Management27125864---310169-www.closebrothersam.com
Thomsons Online Benefits2831354348--30013-www.thomsons.com
Best Practice IFA Group Ltd2926395887--280156-www.bestpractice.co.uk
Towry Group30101116161411280191-www.towry.com
Foster Denovo3129343928282925081-www.fosterdenovo.com
Grant Thornton Group32232628---24052-www.grant-thornton.co.uk
Equilibrium Asset Management33------2307--
Sense Network Ltd34446073---210159-www.sense-ifa.co.uk
LGT Vestra35------21056--
Joseph R Lamb Independent Financial Advisers Ltd36------2006--
Bluefin Group3742502017161219030-www.bluefingroup.co.uk
Marsh Commercial38343746---17035Includes financial planning and employee benefit divisionswww.jelfgroup.com
Beaufort Financial Planning Ltd39------17034--
Newell Palmer Group405569-7076-17037-www.newellpalmer.co.uk
Alan Steel (Asset Management) Ltd417291928697941609-www.alansteel.com
Medical Money Management4252616964736815033-www.medicalmoneymanagement.co.uk
Kellands Group43------15032--
Emery (Ifa) Ltd44------1505--
Sterling McCall Group45------15023Includes County Life & Pensions-
Ellis Bates46------14020--
Troy French & Partners47------1403--
Gemini Wealth Management Ltd48------14012--
Old Mill Financial Planning LLP49------14023--
Lift-Financial Ltd5093-----14020-www.lift-financial.com
Ascot Lloyd51------14031--
Baker Tilly (formerly RSM Tenon)52------13055--
Balmoral Asset Management Ltd53------13010--
Towergate Financial Group542788----13099-www.towergatefinancial.co.uk / east
Fidelius55------12018--
Timothy James & Partners Ltd5678-----12013-www.tjpltd.co.uk
Moneywise IFA Ltd57------12019--
The Fry Group5861-6054595012020--
Chartwell Financial Services Ltd59------1205--
Helm Godfrey Partners Ltd6060778874717011030-www.helmgodfrey.com
Smith & Pinching61------11019--
HFS Milbourne Financial62------1106--
Broadstone Pensions & Investments Ltd633738424751-11047-www.broadstoneltd.co.uk
HBFS Financial Services Ltd64------1003--
Network Direct Ltd65------10059--
Fairstone Financial Management (City) Ltd66------9926--
Compass Wealth Management Consultants Ltd677082----9723-www.compasswmc.com
Lakeside Wealth Management Ltd68------973--
Hugh Davies Associates Ltd69------974--
Affinity Fin Awareness705873100---9738-www.affinityadvise.com
Clarity Ltd71------976--
Mattioli Woods722844544354549349-www.mattioli-woods.com
Creative Benefit Solutions Ltd73------9316--
Cullen Financial Planning Ltd74739293---9118-www.cullenfp.co.uk
HFMC Wealth755776767670679118-www.hfmcolumbus.com
Prescient Financial Intelligence Ltd76------908--
Square One Financial Planning LLP77------9017--
Fraser Wealth Management Ltd78------904--
Killik & Co LLP79------8991--
Argentis Financial Management Ltd80------8919--
Policy Services Ltd81------894--
Cumberland Place Financial Management82------897--
Fiscal Engineers Ltd83------854--
Argyle Consulting Ltd84------8515--
Wills & Trusts IFP Ltd85------853--
Oval Financial Services Ltd8632853458498451-www.theovalgroup.com
True Potential Group87------83250--
KMG Independent Ltd88------814--
PSFM Ltd893563473639-8125-www.psfm.com
Pi Financial Ltd906468787577718165-www.dixonsutcliffe.com
Cardale Asset Management Ltd91------8018--
Skerritt Consultants Ltd9277-----7913-www.skerritts.co.uk
Origen Financial Services Ltd93------7853--
Truestone Asset Management Ltd94------7815--
AFH Independent Financial Services Ltd9548--97--7790-www.afhifs.co.uk
Personal Touch Financial Services Group96337113-1187480-www.personaltouchfs.com
Greystone Financial Services Ltd975484857899877421-www.greystonefs.co.uk
PFP Wealth Planning LLP98------7218--
Cadogan Advisory Services99------722--
Ascot Lloyd Financial Services Ltd100------7232--
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Table notesThe gross sales are an estimate of life and pensions and investment products sold from July 2012 to June 2013, obtained through Matrix Solutions' Financial Clarity product, which receives information from providers and platforms. Where applicable, we have included data from business' execution-only platforms. The figures have been rounded up, and in some cases two different ranks produce the same sales. Where two figures are similar they have been ranked by Matrix Solutions according to their data. As of 10 April 2014, this ranking has been updated to take account of new figures.

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