Top 100 Financial Advisers

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Top 100 Financial Advisers 2016 in association with Strategic Insight

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Company name
Rank 2016
Gross sales (£M) 2015-16
Number of CF30 individuals
Rank 2015
Rank 2014
Rank 2013
Rank 2012
Rank 2011
Gross Sales (£m)2014-15
Gross Sales (£m)2013-14
St James's Place110,1003,328114628,3007,500
Hargreaves Lansdown Group25,500147221357,4006,600
Old Mutual Group35,4001,8033----5,000-
Brewin Dolphin Securities42,500423532232,4002,500
The Tenet Group52,1006426659122,0001,900
Openwork62,200829443442,7002,100
Succession71,700316881113-1,6001,600
Barclays Group81,60021379622241,8001,400
Investec Wealth & Investment91,500403910105-1,5001,300
HSBC Group101,50001113---1,1001,100
Brooks Macdonald111,40088101212--1,4001,100
Tilney Bestinvest121,10043914312618311,000480
IFG Group131,1005625231968-700620
Charles Stanley141,0003181215137131,100900
Rathbone Investment Management151,0000131916--1,000730
Perspective Group16950543447---450240
Caerus Capital Group179502921620---950648
Standard Life18900931825182426847550
The On-Line Partnership1990024315171519231,000800
Lloyds Banking Group20750213-------
Punter Southall Group21750682121---700640
Sense Network Ltd227001363236344460550370
UBS Group2370002218---700750
Skipton Group2470094193991517753346
Lighthouse Group257003372322221618700630
Raymond James Investment Services266501052616---700800
Chase De Vere27650214242420--700600
Harwood Wealth Management28650162-------
Tavistock Investments296502303051---600220
Smith & Williamson30600246272924457650520
Close Brothers Asset Management315002612934271258600430
LGT Vestra3246089353735--400370
Fairstone Group3346016539----350-
Best Practice Group344601643333292639500450
Sanlam Financial Services Group35440137282723--650520
Ascot Lloyd Financial Services Ltd36440604160100--300170
C Hoare & Co3742004238---300350
Joseph R Lamb Independent Financial Advisers Ltd383606647136--200150
Prudential Group39340266-------
Medical Money Management40340304344425261280260
Equilibrium Asset Management4134010474533--260260
Kleinwort Benson Bank Ltd4232004552---280210
Bellpenny4330062311451--5501,000
Grant Thornton UK44300604446322326280260
AFH Financial Group4528014362----200-
Pi Financial Ltd46280744966906468240160
Mattioli Woods Plc47260866081722844212130
Fidelius4826013634255--200280
Newell Palmer Group49240343840405569350320
EQ Investors502402266----190-
KMG Independent Ltd512405-------
Mazars Financial Planning Group5224020-------
JLT Group5324056363021826400500
Cullen Wealth Ltd542202069----180-
Wealth at Work Group5522031-------
The Royal Bank of Scotland Group5622024832---240470
Canaccord Genuity Ltd572001984687---280120
Chetwood Wealth Management Ltd582001881----140-
Wills & Trusts Ifp Ltd592004657585--200140
Emery (Ifa) Ltd602005-------
Ludlow Wealth Management Group6120012-------
True Potential6219040672----170-
Central Investment Services (Scotland)631901075----160-
Walker Crips Group64180119-------
Anderson Strathern Group651805-------
Chartwell Financial Services Ltd661805878459--130130
KBL European Private Bankers S A671800-------
David Williams IFA Ltd68180117380---170130
Gemini Wealth Management Ltd691801355----220-
HBFS Financial Services Ltd701806779264--150120
Moore Stephens Group711803479----140-
Origen Financial Services Ltd7217041-------
Helm Godfrey Partners Ltd73170295272606077240150
Alan Steel (Asset Management) Ltd74170105854417291220210
Skerritt Consultants Ltd751601594969277-130110
Argentis Financial Management Ltd7616032598580--220130
Edison Wealth Management Ltd771605-------
HJP Independent Financial Advisers Ltd78160115495---240120
Ellis Bates Financial Solutions Ltd7916038706346--180160
AIS Pensions8016026189---200120
Killik & Co LLP8115091808279--140130
Principal & Prosper Holdings Ltd8215012-------
Foster Denovo83150675657312934220190
Cumberland Place Financial Management841506-------
Timothy James & Partners Ltd8515015-------
The Partners of The Private Office Ltd Liability Partnership8614017-------
Pannells Financial Planning Ltd871402395----130-
James Brearley & Sons88140138464---140160
Seven Investment Management Group8914049-------
Profile Financial Solutions Ltd9014019-------
Pharon Independent Financial Advisers Ltd91140797----120-
The Fry Group9214019-------
Smith & Pinching Financial Services Ltd9313014-------
HFS Milbourne Financial Services Ltd941309744362--160270
Wren Sterling951307150----240-
LJ Financial9613042-------
Argyle Consulting Ltd9713010-------
Cornelian Asset Managers Ltd9813011-------
Almary Green Investments991301193----130-
PQR Financial Planning Ltd10012010-------
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Table notesDisclaimer: The 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 pensions 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 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 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 networksare 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 have provided data regarding sales on Succession and Openwork’s platforms 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 Place have been taken from the relevant annual and interim reports. 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 regime in March 2016

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