thewealthnet

thewealthnet's Top Financial Planning Companies 2021

News Team, 13/12/2021

thewealthnet’s Top Financial Planning Companies 2021 recognises those organisations that provide financial planning services to wealthy individuals.

The list is built using data provided by firms, with the assistance of PAM Insight’s research team and our accumulated market knowledge. Another crucial element is feedback and recommendations from professionals from across the wealth management sector.

In 2018, we extended the initiative to include wealth managers and private banks. This reflected the change in the market which has seen a number of these firms place financial planning as a crucial part of their business, either as an integrated or as a standalone service.

thewealthnet's Top Financial Planning Companies 2021

* denotes researcher estimate / figures relate to the 2020 calendar year
Firm Name
Number of directors/partners 
Total number of financial planners 
Fee income derived from financial (£m)
Independent Advice 



Beaufort Group
13*
24*
3.5*
Canaccord Genuity
5
31
4.5
Capital Asset Management
4
5
2.6
Chase de Vere
6
219
70.1
Connor Broadley
2*
9*
2.8*
Continuum Financial Services
6
56
7.5
Crowe
1
7
2.4
EQ Investors
5*
12*
6*
Equilibrium Asset Management
4
9
8
Fairstone Group
44*
380*
69.7*
Fiscal Engineers
2*
8*
5.1*
Hamish Leng & Co
1
4
1.7
Helm Godfrey
6*
28*
7.6*
Holden Partners
7
9
3.3
Investment Solutions Wealth Management 3 9 3.3
John Lamb Hill Oldridge
3*
5*
1.6*
Lockhart Capital
5*
4*
2.7*
Mazars Financial Planning
7
24
13.5
Partners WM
47
55
15.3
Pi Financial
5
120
15.3
Progeny Group
6*
25
7.8*
Saunderson House
8*
156*
30.2*
Stonehage Fleming Wealth Planning
3
9*
3.3
The Private Office
10
39
14.5
Thomson Tyndall
3
13
2.8
Torevell Partners
4*
4*
2.4*
Restricted Advice



Brewin Dolphin
30*
133*
41.6*
Brooks Macdonald
3
13
3.8
Brown Shipley
10
23
10.4
Cazenove
14*
14*
8.2*
Charles Stanley
7*
29
10.3
Close Brothers
4*
106*
36.4*
Coutts
10*
37*
13.5*
Credit Suisse
6*
16*
5.7*
Deutsche Bank
4*
13*
4.4*
Greystone
5*
18*
5.6*
Hargreaves Lansdown
2
85
26.5*
Investec Wealth & Investment
6*
26*
8.2*
Kingswood Group
8*
50*
12.9*
Mattioli Woods
18*
75*
9*
Origen Financial Services
8
58
19.1
Quilter Private Client Advisers (HNW business)
6*
83*
22.3*
Schroders Personal Wealth
61*
270*
21.1*
St James's Place
277*
4,338
767.4
Tilney
107
250
105
UBS
4*
17*
5.3*

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