We're delighted to announce that our network, Quilter Financial Planning has achieved first place in the FTAdviser’s annual Top 100 Financial Advisers list for the second year in a row.
Advice for Life Financial Planning are proud to be a part of the Quilter network, and of the part we have played in helping Quilter achieving this award.
FTAdviser looked at a host of criteria to help inform its final standings including:
The number of years’ experience each business has managing assets in different economic and interest-rate environments
How well-qualified advisers are
Flows of client money and how investment choices have influenced asset growth
Retention of advisers
In order to check how advisers are managing their clients’ investments, Matrix Solutions used data received directly via their Financial Clarity product from fund managers covering 90 per cent of the retail investment market, plus 16 of the nation’s biggest investment platforms. In most cases, that means advice companies’ own platforms are not included.
As a result, the Top 100 Financial Advisers list incorporates not a company’s stated level of AUM, but rather the amount held on those 16 investment platforms and with most of the nation’s biggest fund houses. They assets in retail advisory investments and pensions, reported to Matrix Solutions via Financial Clarity. The likes of DFM assets are not included.