Top 100 Financial Advisers

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Top 100 Financial Advisers 2014 in association with Matrix Solutions

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Company Name
Ranking 2013
Ranking 2012
Ranking 2011
Ranking 2010
Ranking 2009
Ranking 2008
Gross sales (£m) 2013-14
Number of CF30 individuals
St James's Place Wealth Management14624--7,5002,
Hargreaves Lansdown2135383966,
Brewin Dolphin3223311-2,
Intrinsic/Positive Solutions5889119122,0001,
Quilter Cheviot7------1,800186--
Barclays Group962224151541,4002, / gerrard.htm
Investec Wealth & Investment10105----1,
Brooks Macdonald1212-----1,10066--
HSBC Bank Group13------1,1002,393--
Ascot Lloyd1451-----1,00040--
Raymond James Group16------80084--
UBS Group18------7502,464--
Rathbone Investment Management1916-----730227--
Caerus Capital Group20------648272--
Punter Southall21------64060--
Chase de Vere2420-----600203--
Standard Life
Financial Ltd Group2614-----540286--
Smith & Williamson
Tilney Smith &
The Royal Bank of Scotland Group32------470881--
Best Practice IFA
Close Brothers Asset
Sense Network
LGT Vestra3735-----37067--
C Hoare & Co38------35028--
Newell Palmer
Moneygate Group41------310123--
HFS Milbourne Financial4362-----2708--
Medical Money
Equilibrium Asset Management4533-----2609--
Grant Thornton
Perspective Group47------24062--
Network Direct Ltd4865-----23079--
Affinity Fin
Tavistock Group51------22026--
Kleinwort Benson Bank Ltd52------21065--
James Hambro & Partners53------21017--
Alan Steel (Asset Management)
Compass Wealth Management Consultants
J M Finn56------190100--
Smith & Pinching5861-----18023--
Kellands Group5943-----17034--
Ascot Lloyd Financial Services Ltd60100-----17032--
Truestone Asset Management Ltd6294-----16015--
Ellis Bates6346-----16019--
James Brearley & Sons64------16014--
KMG Independent6588-----1604--
Pi Financial
Fraser Wealth Management Ltd6778-----1604--
Argent Personal Finance Managers Ltd68------15010--
Clarity Ltd6971-----1506--
Epoch Wealth Management LLP70------1509--
Joseph R Lamb Independent Financial Advisers7136-----1506--
Helm Godfrey Partners
Beaufort Financial Planning7339-----14024--
SG Hambros Bank Ltd74------14087--
Wills & Trusts IFP7585-----1403--
Chapel Independent Financial Advisers LLP76------1407--
Cumberland Place Financial Management7782-----1406--
Greyfriars Asset Management78------14024--
Towergate Financial / east
David Williams IFA Ltd80------13010--
Killik & Co LLP8279-----13095--
Heartwood Wealth Management Ltd83------13042--
Chartwell Financial Services Ltd8459-----1305--
Argentis Financial Management Ltd8580-----13024--
Pier Financial86------1303--
Canaccord Genuity87------120194--
Timothy James &
AIS Pensions89------1202--
Origen Financial Services9093-----12053--
HBFS Financial Services Ltd9264-----1204--
Prescient Financial Intelligence Ltd9376-----1208--
Advicelite Ltd94------1205--
HJP Independent Financial Advisers Ltd95------12010--
Speirs & Jeffrey Ltd97------11034--
Balmoral Asset Management Ltd9853-----11010--
The Fry Group995861-60545911020--
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Table notesThe gross sales are an estimate of the investment and pensions products sold from 1 July 2013 to 30 June 2014, obtained through Matrix Solutions' Financial Clarity product, which received information from providers, platforms and life and pensions companies. 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. The table is a guide only.The different nature of the reports received does lead to bias towards firms that mostly trade directly with fund managers or through platforms rather than with life & pensions companies. Specifically, the sales figures include switches between funds as well as new business as fund managers are usually unable to differentiate the two for sales that they report. Life and pension companies do not tend to report fund switches. Share class conversions are not included. Only investments and pension sales have been included.

Except for Hargreaves Lansdown, only firms whose primary business (i.e. majority of sales) is classified by MatrixSolutions as either financial advisers, wealth managers,and banks are included. All appointed representatives are included within the figures for their principal(s) regardless of whether they would be big enough to have their own entry within the Top 100.

Appointed representatives with two recognised investment network principals have been included in both except where both principals are within the same group (e.g. Intrinsic).

Directly authorised firms using service providers related to networks (e.g. Sesame Bankhall, TenetSelect) are not included within their sister network’s figures. For the same reason service providers such as SimplyBiz, ThreeSixty do not appear in the list.

Figures for some advisers may be understated where business is placed on white-labelled platforms. These include BestInvest, Best Practice, Towry, Towergate and True Potential. IFDL have provided data regarding sales on Succession and Openwork's platforms at their respective requests, and the figures for Bellpenny have been increased as a result of confirmation from Bellpenny.

Others may also be understated if they use nominee services or non-contributing platforms and life and pensions companies.

Investment figures for St. James Place have been taken from the relevant annual and interim reports.

CF30 numbers may include qualified staff that are actively advising customers.

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