Top 100 Financial Advisers

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Top 100 Financial Advisers 2016 in association with Strategic Insight

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Rank 2015/16
Firm
Gross Sales 2015/16 œm
CF30's
1St James's Place10,1003,328
2Hargreaves Lansdown Group5,500147
3Old Mutual Group5,4001,803
4Brewin Dolphin Securities2,500423
5The Tenet Group2,100642
6Openwork2,200829
7Succession1,700316
8Barclays Group1,600213
9Investec Group1,500403
10HSBC Group1,5000
11Brooks Macdonald1,40088
12Timothy James & Partners Ltd1,100439
13IFG Group1,10056
14Charles Stanley1,000318
15Rathbone Investment Management1,0000
16Perspective Group95054
17Caerus Capital Group950292
18Standard Life90093
19The On-Line Partnership900243
20Lloyds Banking Group750210
21Punter Southall Group75068
22Sense Network700136
23UBS Group7000
24Skipton Group70094
25Lighthouse Group700337
26Raymond James Investment Services650105
27Chase De Vere650214
28Harwood Wealth Management Group650162
29Tavistock Financial650230
30Smith & Williamson600246
31Close Brothers Asset Management500261
32LGT Vestra46089
33Fairstone Group460165
34Best Practice Group460164
35Sanlam Financial Services Group440137
36Ascot Lloyd Bellpenny44060
37C Hoare & Co4200
38Joseph R Lamb Independent Financial Advisers Ltd3606
39Prudential Group340266
40Medical Money Management34030
41Equilibrium Asset Management34010
42Kleinwort Benson Bank Ltd3200
43Bluefin Group30062
44Grant Thornton UK30060
45AFH Financial Group280143
46PI Financial28074
47Mattioli Woods Plc26086
48Fidelius26013
49Newell Palmer Group24034
50EQ Investors24022
51KMG Independent Ltd2405
52Mazars Financial Planning Group24020
53JLT Group24056
54Cullen Wealth Ltd22020
55Wealth at Work Group22031
56The Royal Bank of Scotland Group2202
57Canaccord Genuity Ltd200198
58Chetwood Wealth Management Ltd20018
59Wills & Trusts Ifp Ltd2004
60Emery (Ifa) Ltd2005
61Ludlow Wealth Management Group20012
62True Potential190406
63Central Investment Services (Scotland) Ltd19010
64Walker Crips Group180119
65Anderson Strathern Group1805
66Chartwell Financial Services Ltd1805
67Argent Personal Finance Managers Ltd1800
68David Williams IFA Ltd18011
69Gemini Wealth Management Ltd18013
70HBFS Financial Services Ltd1806
71Moore Stephens Group18034
72Origen Financial Services Ltd17041
73Helm Godfrey Partners Ltd17029
74Alan Steel (Asset Management) Ltd17010
75Skerritt Consultants Ltd16015
76Argentis Financial Management Ltd16032
77Edison Wealth Management Ltd1605
78HJP Independent Financial Advisers Ltd16011
79Ellis Bates Financial Solutions Ltd16038
80AIS Pensions1602
81Killik & Co15091
82Principal & Prosper Holdings Ltd15012
83Foster Denovo15067
84Cumberland Place Financial Management1506
85Timothy James & Partners Ltd15015
86The Partners of The Private Office Ltd Liability Partnership14017
87Pannells Financial Planning Ltd14023
88James Brearley & Sons14013
89Seven Investment Management Group14049
90Profile Financial Solutions Ltd14019
91Pharon Independent Financial Advisers Ltd1407
92The Fry Group14019
93Smith & Pinching Financial Services Ltd13014
94HFS Milbourne Financial Services Ltd1309
95Wren Sterling13071
96LJ Financial13042
97Argyle Consulting Ltd13010
98Cornelian Asset Managers Ltd13011
99Almary Green Investments13011
100PQR Financial Planning Ltd12010
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Table notesThe gross sales are an estimate of the investment and pensions products sold from 1 July 2015 to 30 June 2016, obtained through Strategic Insight's Financial Clarity product, which received information from providers, platforms and life and pension companies. Where applicable, we have included data from businesses' 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 Strategic Insight according to their data. The table is a guide only. The different nature of the reports received does lead to bias towards firms that most trade directly with fund managers or through platforms rather than with life and 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 sales that they report. Life and pensions 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 (ie a majority of sales) is classified by Strategic Insight 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. Directly authorised firms using service providers related to networks are not included within their sister network's figures. For the same reason service providers such as SimplyBiz and ThreeSixty do not appear in the list. Figures for some advisers may be understated where business is placed on white-labelled platforms. These include Best Practice and True Potential. IFDL has provided data regarding sales on Succession and Openwork's platform at their respective requests. Others may also be understated if they use nominee services or non-contributing platforms and life and pensions companies. Investment figures for St James's Place have been taken from the annual and interim report. CF30 numbers may include qualified staff who are actively advising customers. Certain firms no longer have CF30's registered against them following a change in the regulatory senior manager's regime in 2016.

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