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Home > Tools & Data > Top 100 Financial Advisers

Top 100 Financial Advisers

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Top 100 Financial Advisers 2009 in association with Matrix Data

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Rank
Rank '08
Rank '07
Company
Website
Relevant Turnover (£)
Fees (%)
Firm Size
Sales Size
Branches
App'd Reps
Investment Business (%)
Mortgage Business (%)
Protection Business (%)
Insurance Business (%)
Pension Business (%)
Notes
111Sesamewww.sesame.co.uk260,000,000n/a4507,50041,953213720121-
222Openworkwww.openwork.uk.com221,200,00003552,40001,121192431620-
335Honister Capitalwww.honisterpartners.com125,000,00063581,53919472451010530Rebranded following integration of 'The Money Portal', 'Sage Fin Services' and 'Burns-Anderson Plc'
4859Smith & Williamsonwww.smith.williamson.co.uk103,000,000761,521271110921106-
5910Positive Solutions Fin Serviceswww.thinkpositive.com97,963,0006100014135822530-
676The Tenet Groupwww.tenetgroup.co.uk92,500,000n/a004795n/an/an/an/an/a-
753HSBC Groupwww.hsbc.co.uk92,000,000952,91802332960004-
8[1]--JLT Benefit Solutionswww.jltgroup.com87,600,00014215111n/an/an/an/an/a-
91226Intrinsic Groupwww.intrinsicfs.com85,000,000013000356151539427-
10[1]--Rensburg Sheppards Inv M'mentwww.carr-sheppards.co.uk77,300,0001251140n/an/an/an/an/a-
11[1]--Brewin Dolphin Securitieswww.brewindolphin.co.uk70,700,0000671124801000000-
12[1]--Lloyds TSB IFAswww.lloydstsb.com / legal / private_banking_legal / private_banking_legal.asp70,000,000146040162205-
13107AWD Group Plcwww.awd-gruppe.de58,800,000000291n/an/an/an/an/a-
141314Lighthouse Groupwww.lighthousegroup.plc.uk54,400,0000003324n/an/an/an/an/a-
1544Barclays Bankwww.barclays.co.uk / financialplanning52,500,000n/a3,631700123n/an/an/an/an/a-
161411Towry Lawwww.towrylaw.com51,400,000765051181006005035-
1716-Bluefin Groupwww.bluefingroup.co.uk50,000,000000195n/an/an/an/an/aRebranded following integration of 'Thinc Group', 'SBJ Benefit Consultants', 'Orbit Benefits' and 'PIFC' in 2008
182422Skipton Groupwww.skiptonfs.co.uk46,700,00065572031018018011-
1917-UBS Wealth Management (UK)www.ubs.com / lac40,000,00050934801000000-
20[1]--Derbyshire IFSwww.thederbyshire.co.uk36,000,000641281068020210-
211816Origenwww.origenfs.com32,000,0002132812397n/an/an/an/an/a-
221917Alexander Forbes Fin Serviceswww.alexanderforbesfs.co.uk30,800,000213961377213011076-
232120The On-Line Partnershipwww.inpartnership-national.co.uk30,000,000665453213302501530-
24-18Montpelier Groupwww.montpeliergroup.com30,000,000602778n/a401010035Reintroduced to 2009 ranking after qualifying information was provided by company.
253237The Clarkson Hill Groupwww.theclarksonhillgroup.co.uk29,000,000n/a68101396301522132-
262524Mercer HR Consultingwww.mercerhr.com26,000,0004064040031014055-
272928BestInvestwww.bestinvest.co.uk21,000,0005015000n/an/an/an/an/a-
282829Foster Denovowww.fosterdenovo.com20,224,000112012012020515060-
292725IFG Groupwww.ifggroup.com20,000,00000060n/an/an/an/an/a-
302030The RBS Group IFAwww.rbs.co.uk / microsites / personal / rbs_ifs / index.asp18,541,171116201808505010-
314336Cavanagh Groupwww.cavanagh.co.uk17,500,000211906010436610048-
32-46Coutts & Cowww.coutts.com16,900,000180341905809231Reintroduced to 2009 ranking after qualifying information was provided by company.
333431Berkeley Morgan Groupwww.berkeleymorgan.co.uk16,500,000n/a21110215426464-
345849Oval Fin Serviceswww.theovalgroup.com16,000,000211451251043528055-
35[1]--Halifax IFAsn/a16,000,000228010950104-
3639-PSFMwww.psfm.com15,500,0002116501005019040-
373734Wesleyan Fin Serviceswww.wesleyan.co.uk15,000,0001276013101550205-
383833The Whitechurch Networkwww.whitechurchnetwork.com15,000,000n/a23912164n/an/an/an/an/a-
3969Hargreaves Lansdown Groupwww.h-l.co.uk14,400,000603850407502023-
40[1]--Alpha To Omegawww.a2ouk.com14,265,9676181100507025122-
414239Co-Operative Bank Fin Adviserswww.cbfa.co.uk14,000,0005133400890209-
4245-Armstrong Watsonwww.awfinancialplanning.co.uk14,000,00090220150n/an/an/an/an/a-
435454Mattioli Woods Plcwww.mattioli-woods.com13,280,00051155610101098-
443127Park Row Associateswww.parkrow.co.uk12,900,0001500150242027227-
4549-Pension & Fin Consultantswww.pfc.co.uk12,860,00004041060410125-
4650-Financialwww.financial.ltd.uk12,856,6556488413319316331221529-
4751-BDO Stoy Hayward Inv Manwww.bdo.co.uk12,500,000688424000000-
48[1]--Thomsons Online Benefitswww.thomsons.com12,125,000211307300010090-
4953-Cricket Hill Fin Planningn/a12,000,00051239121004086-
50[1]--Peter Ruddy & Partners-12,000,000617525406514030-
5155-Chartwell Groupwww.privateclient.chartwell.co.uk10,400,00061000305020101010-
525656Key Retirement Solutionswww.keyrs.co.uk10,000,000211458010100000-
53[1]--Tenon Fin Serviceswww.tenongroup.co.uk9,300,000n/an/an/an/an/an/an/an/an/an/a-
545950Wilfred T Frywww.thefrygroup.co.uk9,200,0002021240930205-
556051Citygate Money Managerswww.citygategroup.co.uk9,000,000102100943512040-
56--2 Planwww.2plan.com8,600,000628040401020030-
574842Pantheon Groupwww.pantheonfinancial.co.uk8,500,00015800206852025-
586357Proact Financialwww.proactfinancial.co.uk8,120,000102511528312014-
59-58LEBC Groupwww.lebc-group.com8,100,0001051118033211153Reintroduced to 2009 ranking after qualifying information was provided by company.
606460Chelsea Fin Serviceswww.chelseafs.co.uk7,750,000014010950005-
616564Vantis Fin Managementwww.vantisplc.com7,500,000767229903427048-
626661Kellands Bristolwww.kelland.co.uk7,350,00015150808221006-
636762Julian Harris Fin Consultantswww.julianharris.net7,300,0001020011244279015-
647368Medical Money Managementwww.medicalmoneymanagement.co.uk7,180,0001823770293211334-
65[1]--Beckett Inv Managementwww.beckettinvest.com6,825,000n/a0020n/an/an/an/an/a-
667265Francis Townsend & Haywardwww.fthfs.co.uk6,500,0002184102357065-
677469Premier Fin Protectionwww.pfpifa.co.uk6,200,000639333301125628-
688075Yorkshire Inv Consultantswww.yig.co.uk6,200,00021113325460310225-
696884Morganswww.themorgangroup.co.uk6,000,0001853411010103040-
7076-Newell Palmer Groupwww.newellpalmer.co.uk / site / home6,000,00017004265510020-
716963First Trust IFAswww.firsttrustbank.co.uk5,886,000157377803506104-
728176PKF Fin Planningwww.pkf.co.uk5,700,000665251803116062-
736152Ashley Lawwww.ashleylaw.co.uk5,400,000n/a734780n/an/an/an/an/a-
747170Helm Godfrey Partnerswww.helmgodfrey.com5,400,00021492810123113054-
757771PI Financialwww.dixonsutcliffe.com5,234,27119945416241728625-
767067HFM Columbus Groupwww.hfmcolumbus.com5,200,000215919206055030-
7790-City Asset Management Plcwww.city-asset.co.uk5,000,00076517217505020-
789987Greystone Fin Serviceswww.greystonefs.co.uk5,000,000658182140105540-
79[1]--Lifetime Wealth Managementwww.lifetimewealth.co.uk5,000,0001765930102540520-
8089-James Brearley & Sonswww.jbrearley.co.uk5,000,0009032180970003-
8187-Rowan Dartington & Cowww.rowan-dartington.co.uk5,000,00030541501000000-
828879M2 Financialwww.m2financial.co.uk5,000,0005030230n/an/an/an/an/a-
839280Rowan & Co Capital M'ment Plcwww.rowanplc.com4,850,00077316417810507-
84[1]--Clifton Asset Managementwww.cliftonasset.co.uk4,800,00051652510514090-
8510088Berkeley Burke & Cowww.bbgroup.co.uk4,600,0002165582441110048-
869794Alan Steel (Asset Management)www.alansteel.com4,500,0006402106002038-
87[1]--Best Practice IFA Groupwww.bpifa.co.uk4,290,0000460547n/an/an/an/an/a-
88[1]--English Mutual Holdingswww.englishmutual.com4,200,00062045617301020040-
898474Buckles Inv Serviceswww.buckles.ltd.uk4,097,8141105401153313130-
909381Investors Planning Associateswww.investorsplanning.co.uk4,000,0001424125270510015-
919578Chadney Bulginwww.chadneybulgin.com4,000,000650221150243320-
92[1]--Virtual Net Europe Plcwww.vneurope.com4,000,00011160166441015130-
93-92Smith & Pinching Fin Serviceswww.smith-pinching.co.uk4,000,00030186613515019-
94-89Abacus Fin Managementwww.abacuscover.co.uk4,000,0001225008031401-
95-9320Twenty Independentwww.20twentyindependent.com4,000,00012911456010034-
96[1]-91Henderson Ponsford & Cowww.hendersonponsford.ifanetsite.com4,000,00016100491111146Reintroduced to 2009 ranking after qualifying information was provided by company.
97[1]--AFH Independent Fin Serviceswww.afhifs.co.uk3,960,0000381011n/an/an/an/an/a-
98[1]--Blake Independent Fin Planningwww.blake-Independent.co.uk3,960,000140213n/an/an/an/an/a-
99[1]--Iimia Fin Planningwww.iimia.co.uk3,850,000765313406705124-
100[1]--Teachers Financial Services Ltdwww.teachers-group.co.uk3,825,0001570510n/an/an/an/an/a-
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Table notesIn association with Matrix Data. These figures are the latest available and are given by chief executives or finance officers. They are meant to be a guide only.
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