Top 100 Financial Advisers

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Top 100 Financial Advisers 2018, produced with Strategic Insight data

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Company
Gross sales of retail investments and pensions over H2 2017 and H1 2018
Gross sales of retail investments and pensions over H2 2016 and H1 2017
Net sales of retail investments and pensions over H2 2017 and H1 2018
Net sales of retail investments and pensions over H2 2016 and H1 2017
Assets under management invested in retail investment funds 2018
Assets under management invested in retail investment funds 2017
Number of CF30s
Complaints Q1 & Q2 2018
Complaints Q3 & Q4 2017
Year founded
1Tenet1,600,000,0001,700,000,000830,000,000970,000,0002,900,000,0003,100,000,000526001967*
2JLT Group630,000,000420,000,000250,000,000290,000,000400,000,000470,000,00057001960
3Mazars Financial Planning Ltd460,000,000330,000,000160,000,000140,000,000890,000,000700,000,00031001940
4Kerr Henderson Group200,000,00080,000,00050,000,00065,000,000660,000,000100,000,00010001962
5Wilfred T Fry (Personal Fin Plan)220,000,000120,000,00065,000,00039,000,000240,000,000210,000,00022001898
6Quilter plc10,300,000,0009,700,000,0003,500,000,0003,800,000,00029,000,000,00030,000,000,0002,254001845
7Raymond James Group930,000,000800,000,000390,000,000280,000,0002,500,000,0001,800,000,000142001962
8Brewin Dolphin Ltd3,300,000,0002,700,000,0001,000,000,000880,000,00010,000,000,0009,600,000,000430001762
9Foster Denovo630,000,000280,000,000250,000,000200,000,0001,600,000,000280,000,00082002005
10Tavistock Group430,000,000520,000,000190,000,000290,000,000570,000,000520,000,000166*001975*
11Wingate Group110,000,00088,000,00038,000,00048,000,000300,000,000120,000,00013001970
12Beckett Inv Management150,000,000110,000,00090,000,00066,000,000500,000,00078,000,00011001988
13Gibbs Denley Group100,000,00086,000,00052,000,00066,000,000500,000,00044,000,00010001990
14Helm Godfrey Partners Ltd200,000,000220,000,00095,000,00098,000,000410,000,000260,000,00029001990
15Pi Financial Ltd170,000,000230,000,00088,000,000100,000,000220,000,000180,000,00045001991
16Independent Financial Strategies Ltd220,000,000190,000,000150,000,00099,000,000360,000,000230,000,00011001983
17Lovewell Blake Group100,000,00068,000,00027,000,00025,000,000200,000,000160,000,0008001858
18Westminster Wealth Management LLP210,000,000210,000,000120,000,00096,000,000250,000,000190,000,00033002000
19True Potential Group230,000,000150,000,000130,000,00032,000,000690,000,000500,000,000433002007
20St James's Place Wealth Management15,000,000,000.00£13,000,000,000.00£9,500,000,000.00£6,600,000,000.00£83,000,000,000.00£97,000,000,000.00381058572000
21Harwood Wealth Management Group820,000,000760,000,000280,000,000350,000,0001,200,000,0001,100,000,000184002001
22Ring Associates Ltd120,000,00075,000,00073,000,00053,000,000310,000,00059,000,0006002002
23Legacy Private Wealth Ltd110,000,00094,000,00068,000,00059,000,000290,000,000200,000,0007001982
24Canaccord Genuity Group420,000,000300,000,00071,000,00015,000,000990,000,000800,000,000247001950
25Paradigm Norton Financial Planning Ltd120,000,000140,000,00044,000,00073,000,000480,000,000170,000,00016002001
26Grant Thornton Group210,000,000310,000,000140,000,000240,000,000300,000,0001,100,000,00055001924
27HFMC Wealth Group130,000,000130,000,00038,000,00038,000,000210,000,000130,000,00043*001999*
28HSBC Bank Group1,100,000,0001,300,000,000-£8,000,000-£290,000,0006,000,000,0004,900,000,0001297,9817,2021865
29Chantler Kent Investments100,000,00068,000,00062,000,00037,000,000210,000,00055,000,0008002004
30Succession640,000,0001,900,000,000210,000,000630,000,0001,500,000,000900,000,000393001998
31Joseph R Lamb Independent Financial Advisers Ltd250,000,000520,000,00058,000,000180,000,000260,000,000200,000,0007001970
32Perspective Group330,000,000990,000,00077,000,000390,000,000640,000,000480,000,00047001980
33Fairstone Group950,000,000830,000,000320,000,000450,000,0002,500,000,0001,400,000,000240002005
34Validpath Ltd140,000,000110,000,00054,000,00046,000,000280,000,000220,000,00062002001
35Hoyl Group110,000,00072,000,00048,000,00045,000,000250,000,000180,000,00029002005
36Chadney Bulgin LLP120,000,00067,000,00074,000,00054,000,00067,000,000110,000,00020001993
37Close Brothers Asset Management680,000,000830,000,000170,000,000330,000,000410,000,0002,000,000,0002792562221878
38Smith & Williamson Group720,000,000590,000,000210,000,00088,000,0003,000,000,0002,700,000,000259001881
39Best Practice IFA Group Ltd530,000,000500,000,000180,000,000230,000,0001,300,000,000861,000,000230002003
40UBS Group520,000,000380,000,000-£110,000,000100,000,0002,800,000,0001,100,000,000140001862
41LEBC Group Ltd250,000,000380,000,000190,000,000340,000,000240,000,000600,000,00076002000
42Lumin Wealth Management Ltd150,000,00094,000,00078,000,00058,000,000270,000,000170,000,0009002010
43Lloyds Banking Group1,900,000,0002,200,000,000-£670,000,000-£330,000,0008,500,000,00011,000,000,00042043,57820,5771765
44InPartnership770,000,000950,000,000350,000,000500,000,0001,800,000,0001,700,000,000279002000
45Chase de Vere Group1,000,000,0001,300,000,000560,000,000750,000,0002,000,000,0004,100,000,000240001969
46Lonsdale Services Ltd140,000,000100,000,00032,000,00082,000,000430,000,00081,000,00012002003
47Pharon Independent Financial Advisers Ltd140,000,000150,000,00078,000,000100,000,00091,000,000220,000,0007001973
48Central Investment Services (Scotland) Ltd230,000,000210,000,00056,000,00057,000,000200,000,000200,000,0009001973
49Argyle Consulting Ltd170,000,000170,000,00073,000,00078,000,000300,000,000280,000,00012001997
50Saunderson House1,300,000,0001,500,000,000480,000,000700,000,0003,500,000,0004,000,000,00058001968
51Tilney Group1,800,000,0001,000,000,000-£520,000,000250,000,0006,200,000,0007,700,000,000595001836
52N W Brown & Co Ltd150,000,00091,000,00057,000,00042,000,000230,000,000180,000,00022002000
53Clayton Holmes Naisbitt Group120,000,000110,000,00051,000,00056,000,000140,000,000110,000,00021002008
54Ludlow Wealth Management Group170,000,000290,000,000130,000,000260,000,00029,000,00082,000,00014001996
55Punter Southall Group1,200,000,000800,000,000300,000,000650,000,000910,000,0001,800,000,000115001988
56Portafina LLP200,000,000160,000,000180,000,000140,000,000330,000,000270,000,0006002009
57Cullen Wealth Ltd140,000,000160,000,00082,000,000100,000,000140,000,000280,000,00022001998
58The Private Office170,000,000120,000,00065,000,00020,000,000540,000,000300,000,00029002008
59Balmoral Asset Management Ltd170,000,000100,000,000130,000,00094,000,00076,000,00092,000,00010001998
60Chartwell Financial Services Ltd310,000,000370,000,00010,000,000-£42,000,000200,000,00025,000,0004001991
61Wren Sterling Financial Planning Ltd120,000,000110,000,00090,000,00083,000,000270,000,000290,000,00073002014
62Pannells Financial Planning Ltd270,000,000190,000,00039,000,00064,000,000360,000,000240,000,00024001989
63Sense Network Ltd860,000,000970,000,000230,000,000310,000,0001,300,000,0001,200,000,000182002006
64Barclays Group950,000,0001,700,000,000-£160,000,000-£98,000,0002,900,000,0004,300,000,0005714,08513,2611736
65Advanta Wealth Ltd170,000,00076,000,00075,000,00040,000,000250,000,000180,000,00015002012
66Attivo Group110,000,000110,000,00048,000,00033,000,000170,000,000140,000,00016002005
67Sanlam Financial Services Group660,000,000820,000,000120,000,000430,000,0001,500,000,0002,400,000,000194001918
68Skipton Group620,000,0001,300,000,000420,000,0001,100,000,000860,000,0003,300,000,0000152991845
69HFS Group180,000,000200,000,00046,000,00021,000,000360,000,000250,000,00010001986
70Openwork2,800,000,0003,300,000,000770,000,0001,500,000,0007,900,000,0007,200,000,0001,19066501999
71Magus Private Wealth Limited100,000,00070,000,00036,000,00026,000,000310,000,000200,000,00015001998
72Grosvenor Consultancy Ltd130,000,000130,000,00051,000,00029,000,000330,000,000270,000,00019001998
73Smith & Pinching170,000,000200,000,00043,000,00041,000,000130,000,000160,000,00024001998
74Hargreaves Lansdown Group6,900,000,0007,400,000,0001,200,000,0001,900,000,00029,000,000,00023,000,000,00016754461984
75Loveday & Partners Ltd190,000,000120,000,00082,000,00064,000,000360,000,000290,000,00011002013
76KW Group140,000,00047,000,00021,000,00029,000,000420,000,00095,000,00027002011
77Argent Wealth Ltd120,000,00080,000,00056,000,00032,000,000120,000,00059,000,0005002009
78Principal & Prosper Holdings Ltd300,000,000320,000,000260,000,000310,000,00011,000,00063,000,00014002007
79Calculis Financial Planners120,000,000120,000,00047,000,00038,000,000210,000,000160,000,0009002011
80Network Direct Ltd170,000,000190,000,00078,000,000130,000,000380,000,000360,000,00078002009
81LGT Vestra650,000,000690,000,000300,000,000610,000,000470,000,0001,800,000,000105002007
82Clairville York Ltd110,000,00093,000,00029,000,00022,000,000200,000,000150,000,0006001987
83MacKenzie Investment Strategies Ltd160,000,00078,000,00074,000,00032,000,000170,000,000100,000,0004002010
84Lomond Financial Management110,000,00043,000,00053,000,00033,000,000130,000,00060,000,0005002016
85Investec Group2,100,000,0001,800,000,000500,000,000570,000,0007,600,000,0006,900,000,000500001974
86Beaufort Financial Planning Ltd310,000,000240,000,00075,000,00081,000,000430,000,000330,000,00028002012
87Gee & Watson Wealth Management Ltd100,000,000110,000,00024,000,00023,000,000320,000,000230,000,00012001974
88Asset Management Financial Advisers Ltd160,000,000140,000,00023,000,00028,000,00059,000,00062,000,0009001987
89Lighthouse Group550,000,000840,000,000250,000,000480,000,0001,800,000,0002,200,000,000449002000
90Skerritt Consultants Ltd230,000,000180,000,00055,000,00060,000,000310,000,000240,000,00018002000
91Russell Ulyatt Financial Services ltd130,000,00056,000,00071,000,00054,000,00074,000,00049,000,0003002003
92Wade Financial Services Ltd110,000,00091,000,00032,000,00022,000,000150,000,000120,000,0004001994
93Charles James Financial Planning Ltd130,000,00098,000,00021,000,00019,000,000120,000,00097,000,0006001984
94Cumberland Place Financial Management110,000,000160,000,00050,000,00052,000,000360,000,000300,000,0008002002
95Estate Capital Financial Management Ltd140,000,000120,000,00050,000,00038,000,00095,000,00057,000,0003002003
96Wills & Trusts IFP Ltd200,000,000150,000,00025,000,00024,000,00066,000,00053,000,0004001992
97Lowes Financial Management120,000,000110,000,00079,000,00083,000,000210,000,000520,000,0002400*1971
98The Royal Bank of Scotland Group380,000,0001,400,000,000-£160,000,0001,200,000,0003,200,000,0001,900,000,000211,3448,2461727
99Creative Advice Ltd100,000,00094,000,00033,000,00031,000,00087,000,00071,000,0002002006
100Moore Stephens Group240,000,000250,000,00061,000,000170,000,000350,000,000440,000,00036001984
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Table notesResearch partner Strategic Insight receives data directly from fund managers covering 88 per cent of the retail market. Fund manager data is further supplemented and enhanced with platform feeds. The top 25 fund managers account for 87 per cent of retail assets under management and Strategic Insight received sales data from 22 of these investment houses. Seventeen platforms submit data to Strategic Insight, including 16 at fund and intermediary level. The 17 platforms supplying data are: Aegon Wrap, Alliance Trust Savings, AScentric, Elevate, FundsNetwork, James Hay, Novia, Nucleus, Parmenion, Quilter Wealth Solutions, Raymond James, Seven IM, Standard life Wrap, Transact plus Zurich & Sterling. Figures with asterisks have been disputed by the firms in question. An incorrect complaints figure for Q3/Q4 2018 was cited in the original publication for Lowes Financial Management.

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