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Home > Tools & Data > Top 100 Financial Advisers

Top 100 Financial Advisers

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Top 100 Financial Advisers 2010 in association with Matrix Solutions

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Ranking
Rank '09
Rank '08
Rank '07
Company
Website
Relevant Turnover (£)
Fees (%)
Firm Size
Sales Size
Branches
App'd Reps
Investment Business (%)
Pensions Business (%)
Protection Business (%)
Mortgages Business (%)
Insurance Business (%)
Notes
1111Sesamewww.sesame.co.uk448,000,00005501,52641,440212120371-
2222Openworkwww.openwork.uk.com245,000,00012,8502,40221,04929439135-
311--Brewin Dolphin Securitieswww.brewindolphin.co.uk212,000,000511,8296244109010000-
4---St James's Placewww.sjp.co.uk147,900,000-[1]2,1452,00182,121n/an/an/an/an/a-
5345849Oval Fin Serviceswww.theovalgroup.com104,000,00001,200662743555280-
64859Smith & Williamsonwww.smith.williamson.co.uk102,600,000761,500265100926110-
7676TenetConnectwww.tenetgroup.co.uk92,500,000125020670445391510-
8335Honister Capitalwww.honistercapital.com92,300,000-[1]42441963412n/an/an/an/an/a-
95910Positive Solutions Fin Serviceswww.thinkpositive.com91,753,00061,6271,50714140309192-
108--JLT Benefit Solutionswww.jltgroup.com87,600,00014718111n/an/an/an/an/a-
1191226Intrinsic Groupwww.intrinsicfs.com85,000,00001306070536152715394-
12141314Lighthouse Groupwww.templefinancial.co.uk60,700,0001196192322738810020-
13-118Personal Touch Fin Serviceswww.personaltouchfs.com60,000,000185527409744340462-
1413107AWD Group Plcwww.awdplc.com58,800,000102061983210736223262-
151544Barclays Bankwww.barclays.co.uk55,575,0000276246220n/an/an/an/an/a-
16161411Towrywww.towry.com54,700,0007679927822055312n/a0Formerly Towry Law but rebranded following integration of Edward Jones in 2009 and public misconception the company was a law firm.
17182422Skipton Groupwww.skiptonfs.co.uk43,412,3001526203101896140-
18---Charles Stanleywww.charles-stanley.co.uk42,680,00013933812701000000-
19---Nationwide Ind't Fin Serviceswww.thederbyshire.co.uk36,000,000641411068100202-
201716-Bluefin Groupwww.bluefingroup.co.uk35,000,000904900312890020-
21---W H Irelandwww.wh-ireland.co.uk32,590,000120099121n/an/an/an/an/a-
22272928Tilney Bestinvestwww.bestinvest.co.uk21,000,0005015500n/an/an/an/an/a-
23221917Alexander Forbes Fin Serviceswww.alexanderforbesfs.co.uk30,800,000213961037013760110-
24---Savills Private Financewww.spf.co.uk30,000,00080133310628802-
2524-18Montpelier Groupwww.montpeliergroup.com30,000,00060292371403510100-
26232120The On-Line Partnershipwww.inpartnership-national.co.uk30,000,0006653153213303025015-
27---RSM Tenon Fin Serviceswww.tenongroup.com28,500,000213051202325035181-
28---Grant Thornton UKwww.grant-thornton.co.uk27,531,0001001175936071190100-
2910--Rensburg Sheppards Inv M'mentwww.rensburgsheppards.co.uk27,060,000125123440n/an/an/an/an/a-
30262524Mercer HR Consultingwww.mercerhr.com26,000,00040643940031550140-
31---Independent Fin Strategieswww.clarkgillone.co.uk25,900,000135143152291180-
32---Barfield Fin Advisors-25,000,00061581010605205-
33---Ashcourt Rowan Fin Planningwww.ashcourtrowanfp.com21,900,00056958443760120-
3412--Lloyds TSB IFAswww.lloydstsb.com / privatebanking19,275,000100264257260n/an/an/an/an/a-
35302030The RBS Group IFAwww.rbs.co.uk / microsites / personal / rbs_ifs / index.asp18,541,17111621481808510050-
36253237The Clarkson Hill Groupwww.theclarksonhillgroup.co.uk18,000,00066826013111303215221-
37314336Cavanagh Groupwww.cavanagh.co.uk17,500,000211906610436486100-
383969Hargreaves Lansdown Groupwww.h-l.co.uk17,280,000110386207820020-
39282829Foster Denovowww.fosterdenovo.com16,962,248111011012020605105-
4032-46Coutts & Cowww.coutts.com16,900,00014714491905831092-
41333431Berkeley Morgan Groupwww.berkeleymorgan.co.uk16,500,00012117102n/an/an/an/an/a-
424751-BDO Stoy Hayward Inv Manwww.bdo.co.uk16,300,0007624556806035050-
4348--Thomsons Online Benefitswww.thomsonsonlinebenefits.com16,300,0002122520400900100-
4435--Halifax IFAswww.bankofscotlandprivateclients.co.uk16,000,0002373010954010-
45---Heath Lambert Consultingwww.heathlambert.com16,000,000511602512010700200-
46---Jelf Fin Planningwww.jelfgroup.com15,893,00011623943021634111-
473639-PSFMwww.psfm.com15,500,00051163327050400100-
48-40-London & Capital Plcwww.londonandcapital.com15,000,00010064001000000-
49---Kymin Fin Serviceswww.kymin.co.uk15,000,0001123202025202510-
50383833The Whitechurch Networkwww.whitechurchnetwork.com15,000,0001151116533338251-
51---Towers Watsonwww.towerswatson.com14,300,000121921591n/an/an/an/an/a-
52---Baigrie Davies & Cowww.baigriedavies.co.uk14,000,000141811783040101010-
53414239Co-Operative Bank Fin Adviserswww.cbfa.co.uk14,000,00051336200899020-
54435454Mattioli Woods Plcwww.mattioli-woods.com13,680,0005119724204653001-
55---J M Finnwww.jmfinn.com12,210,000111410700n/an/an/an/an/a-
56---Liverpool Victoriawww.lv.com12,000,00012814312925120-
57---Sorensen Fin Serviceswww.sorensenfs.co.uk12,000,00014221216524380-
5887--Best Practice IFA Groupwww.bestpractice.co.uk11,523,5985123142415745325171-
5959-58LEBC Groupwww.lebc-group.com9,500,00021125701603555271-
60545950Wilfred T Frywww.thefrygroup.co.uk9,200,00020222440935020-
61736152Ashley Lawwww.ashleylaw.co.uk9,000,00067356780n/an/an/an/an/a-
62---Aon Consultingwww.aon.com8,250,0000936790n/an/an/an/an/a-
63586357Proact Financialwww.proactfinancial.co.uk8,120,0001025101538314120-
64---Close Asset M'mentwww.closeam.com8,100,000100124108101000000-
65606460Chelsea Fin Serviceswww.chelseafs.co.uk8,000,000014110955000-
6656--2 Planwww.2plan.com7,800,00063504040355200-
67626661Kellands Bristolwww.kelland.co.uk7,350,00011514807024150-
68636762Julian Harris Fin Consultantswww.julianharris.net7,300,00010274011844152790-
69647368Medical Money Managementwww.medicalmoneymanagement.co.uk7,295,0001823670293031820-
70667265Francis Townsend & Haywardwww.fthfs.co.uk6,500,0002185102365570-
71688075Yorkshire Inv Consultantswww.yig.co.uk6,200,00021113215460253102-
72716963First Trust IFAswww.firsttrustbank.co.uk5,886,000157267803540610-
73---Sense Networkwww.sense-network.co.uk5,840,000612106343335345224-
74---Killik & Cowww.killik.co.uk5,775,000182000n/an/an/an/an/a-
75---BNP Paribas Private IMwww.fpim.fortis.com5,720,0000635200n/an/an/an/an/a-
76767067HFM Columbus Groupwww.columbus-ifa.co.uk5,573,00066216307620040-
77696884Morganswww.themorgangroup.co.uk5,500,00018030511570555-
78757771PI Financialwww.dixonsutcliffe.com5,234,271187835419242517286-
797790-City Asset Management Plcwww.city-asset.co.uk5,000,000765422217520050-
808089-James Brearley & Sonswww.jbrearley.co.uk5,000,00090322180973000-
81728176PKF Fin Planningwww.pkf.co.uk5,000,000660241603063160-
824650-Financialwww.financial.ltd.uk5,000,0002024044714007020532-
838187-Rowan Dartington & Cowww.rowan-dartington.co.uk5,000,000305445501000000-
848510088Berkeley Burke & Cowww.bbgroup.co.uk5,000,000217030253362131-
85789987Greystone Fin Serviceswww.greystonefs.co.uk5,000,000658212140401055-
8679--Lifetime Wealth Managementwww.lifetimewealth.co.uk4,800,0001765230102025405-
8784--Clifton Asset Managementwww.cliftonasset.co.uk4,800,00051653110590140-
88747170Helm Godfrey Partnerswww.helmgodfrey.com4,600,0002146249123541130-
89--98Equus Independent Fin M'mentwww.equusifm.co.uk4,600,000668362125558120-
90---Independent Fin Serviceswww.theifsgroup.com4,500,0006704841037344250-
9188--English Mutual Holdingswww.englishmutual.com4,500,000213558614304010155-
92869794Alan Steel (Asset Management)www.alansteel.com4,500,00064010106038020-
93---Cullen Fin Planningwww.cullenfp.co.uk4,219,5720482311n/an/an/an/an/a-
94909381Investors Planning Associateswww.investorsplanning.co.uk4,200,0001434025270155100-
95677469Premier Fin Protectionwww.pfpifa.co.uk4,200,0006124233302811256-
96---Cheviot Asset Managementwww.cheviot.co.uk4,050,000-[1]6054011000000-
9793-92Smith & Pinching Fin Serviceswww.smith-pinching.co.uk4,000,000302022613519150-
98919578Chadney Bulginwww.chadneybulgin.com4,000,000650221150202433-
9995-9320Twenty Independentwww.2twentyindependent.com4,000,000129191356340100-
100---Affinity Fin Awarenesswww.affinityadvise.com4,000,0006553210903142-
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Table notesIn association with Matrix Solutions. These figures are the latest available and are given by chief executives or finance officers. They are meant to be a guide only. How Matrix Solutions compiles the Financial Adviser Top 100: The figures are based on responses to a co-ordinated campaign of emails sent to contacts in firms compiled from the previous year’s listing – a method used for each of the ten years of this survey. Matrix Solutions updates contacts where there is a change. The email contains a link to a five minute survey which is password protected so that the contact can access details from the previous years’ survey. After three week's worth of emails to the top 1000 people in the list, Matrix Solutions then focuses on the Top 150 in the list. Following further email reminders, any missing submissions are handed over to the Matrix Solutions research department which conducts individual one on one calls with the named contact, as well as identifying situations where the contact has changed. The figures in the list come from contacts in the companies which respond. These contacts bear the ultimate responsibility for accuracy. Finally, Matrix Solutions fills in any remaining gaps by using its Data Analysis department to research figures for those companies taken from their most recent company reports, submissions to Companies House and other publicly available information.
Footnotes

1. *tbc

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