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 Management
|
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*
|
