The Comparison
Every UK advice firm. One honest table.
We assess each advice firm on the things that actually matter to advisers — not on who buys us lunch. Click any advice firm for a deep-dive profile.
Compiled entirely from public sources — firm disclosures, the FCA register, Companies House, published accounts, the trade press and publicly posted reviews. Not our opinion of any firm, and not financial advice.
St. James's Place
Cirencester, Gloucestershire · est. 1991
The UK's largest restricted wealth manager.
Quilter Financial Planning
London · est. 1991
Restricted and independent advice firm with deep platform integration.
Söderberg & Partners UK
Stockholm / London · est. 2004
Nordic-backed acquirer building a UK independent group.
True Potential
Newcastle upon Tyne · est. 2007
Tech-led restricted advice firm with proprietary platform.
AFH Wealth Management
Bromsgrove, Worcestershire · est. 1990
Acquisitive independent with central investment proposition.
Mattioli Woods
Leicester · est. 1991
SIPP/SSAS heritage, now a full-service wealth group.
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Everything published here is compiled from publicly available sources — firm websites and disclosure documents, FCA registers and published notices, Companies House filings, published accounts, trade press reporting, and publicly posted reviews on platforms such as Trustpilot, Glassdoor and Google. Quotes are reproduced as published by their authors.
None of it is Fortis Connect's personal opinion of a firm, and nothing here is a recommendation, endorsement, criticism or regulated financial advice. Terms, charges, propositions and ownership change frequently — always confirm the current position directly with the firm before making a decision. If you are a firm and believe something is out of date or inaccurate, email enquiries@fortisconnect.co.uk and we will review it and correct the record where the evidence supports it.
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