Top 100 Financial Advisers

Wilfred T Fry (Personal Fin Plan) logo
Wilfred T Fry (Personal Fin Plan)

Top 100 Financial Advisers 2018, produced with Strategic Insight data

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5
Gross sales of retail investments and pensions over H2 2017 and H1 2018220,000,000
Gross sales of retail investments and pensions over H2 2016 and H1 2017120,000,000
Net sales of retail investments and pensions over H2 2017 and H1 201865,000,000
Net sales of retail investments and pensions over H2 2016 and H1 201739,000,000
Assets under management invested in retail investment funds 2018240,000,000
Assets under management invested in retail investment funds 2017210,000,000
Number of CF30s22
Complaints Q1 & Q2 20180
Complaints Q3 & Q4 20170
Year founded1898