IFA Consolidators

The figures

IFA consolidators by the client assets they state

Updated

Three groups print the size of the client assets they look after on their own home page. Each figure is the group's own words; the three are not measured the same way, so read the label beside each.

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What each group states

Fairstone

States £23bn of client investment funds on its own home page, read 28 October 2026.

Source: Fairstone (its own page, listed on this site's dataset page)

Ascot Lloyd

States £14.8 billion of funds under management on its own home page, read 28 October 2026.

Source: Ascot Lloyd (its own page, listed on this site's dataset page)

AFH Wealth Management

States £11bn of group client assets on its own home page, read 28 October 2026.

Source: AFH Wealth Management (its own page, listed on this site's dataset page)

Why the three do not compare exactly

Fairstone counts client investment funds, Ascot Lloyd funds under management and AFH group client assets. Each is a group describing itself in its own words, so the order of the three is a rough guide to size and nothing more.

Source: UK IFA consolidators: every row, with its source

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Sources

This site's own datasets, every figure quoted from its source and dated:

  • The Ifa Control Rules carries 7 published figures read from 1 source's own page, from 10 to 50 percent, read 28 October 2026.
  • The median published figure in the UK Ifa Consolidators is 14,800,000,000 GBP across 3 sources' own pages (range 11,000,000,000 to 23,000,000,000 GBP), read 28 October 2026.
  1. Fairstone (its own page, listed on this site's dataset page)
  2. Ascot Lloyd (its own page, listed on this site's dataset page)
  3. AFH Wealth Management (its own page, listed on this site's dataset page)
  4. Perspective Financial Group (its own page, listed on this site's dataset page)
  5. Wren Sterling (its own page, listed on this site's dataset page)
  6. Succession Wealth (its own page, listed on this site's dataset page)
  7. Foster Denovo (its own page, listed on this site's dataset page)
  8. Absolute Financial Group (its own page, listed on this site's dataset page)
  9. Progeny (its own page, listed on this site's dataset page)
  10. Atomos (its own page, listed on this site's dataset page)
  11. Finli Group (its own page, listed on this site's dataset page)
  12. Continuum Group (its own page, listed on this site's dataset page)
  13. Kingswood Group (its own page, listed on this site's dataset page)
  14. Söderberg & Partners UK (its own page, listed on this site's dataset page)
  15. Brooks Macdonald (its own page, listed on this site's dataset page)
  16. FCA: change in control quick reference guide
  17. Financial Services and Markets Act 2000, Part XII (legislation.gov.uk)

Tell us what you want to buy.

The kind of firm, the area, the price range and timing. Joseph Ellul reads it himself and replies directly. Free, no obligation.

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