Almost 8,000 firms have been de-authorised by the Financial Conduct Authority over the past eight months, including 800 advice firms.

Research by ISS Market Intelligence revealed 7,860 firms were de-authorised in the period, a drop of 2.8 per cent.

It brings the total number of financial services firm to 70,131.

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While the number of unique individuals also reduced, by 1.4 per cent, to 220,679. 

The majority of firms de-authorised were in the credit broking space, but 521 offered investment advice, and 285 were in mortgage advice.

On the other hand, 4,402 firms joined the register during the past eight months, making the net number of firms departing from the register 3,458.

Of the 4,402 firms which joined the register, 442 offer investment advice and 409 provide mortgage advice.

When it came to the 30 largest investment advice and mortgage advice the number of firms increasing their adviser headcount was almost equal to those reducing them.

Quilter had the largest increase, adding 837 advisers during the eight months.

While St James’s Place led the overall adviser headcount table and added 43 advisers in the last eight months.

Openwork, which came after SJP, had almost half as many advisers and slightly reduced their adviser headcount. 

Rank

Firm Name

Number of Advisers

Change since Dec 2024

1 St. James’s Place Wealth Management Plc 5217 43 2 Openwork Limited 2854 -5 3 Quilter Financial Services Limited 2078 837 4 True Potential Wealth Management LLP 1082 -1 5 2 Plan Wealth Management Limited 686 8 6 Evelyn Partners Financial Planning Limited 405 -9 7 Best Practice IFA Group Limited 404 20 8 Fairstone Financial Management Limited 393 8 9 The On-Line Partnership Limited 367 -15 10 HW Financial Services Limited 363 0 11 M&G Wealth Advice Limited 358 10 12 New Leaf Distribution Limited 346 39 13 Sense Network Limited 334 15 14 Scottish Widows Schroder Personal Wealth Limited 330 -15 15 Quilter Financial Advisers Ltd 314 85 16 Evelyn Partners Investment Management Services Limited 285 8 17 Schroder Investment Management Limited 278 -1 18 ValidPath Limited 265 65 19 Mercer Limited 257 -13 20 Quilter Cheviot Limited 245 66 21 Evelyn Partners Discretionary Investment Management Limited 243 42 22 Wesleyan Financial Services Ltd 241 -3 23 Chase de Vere Independent Financial Advisers limited 226 -6 24 Evelyn Partners Securities 223 11 25 Raymond James Wealth Management Limited 220 -1 26 Evelyn Partners Investment Management LLP 215 23 27 Tilney Discretionary Portfolio Management Limited 214 12 28 Succession Financial Management Limited 209 6 29 AFH Independent Financial Services Limited 203 4 30 Quilter Financial Planning Solutions Limited 201 -18 Source: ISS Market Intelligence

Benjamin Reed-Hurwitz, head of research development, EMEA and North America at ISS Market Intelligence said: “The financial services industry is continually evolving and adapting.

“While keeping pace with developments across various areas of the market presents a significant challenge, it remains a key priority for sales and marketing teams aiming to succeed in the industry.”

The report also found that in the investment advice space, most firms still prefer to offer independent, rather than restricted, advice.

The number of restricted firms has dropped by over 25 per cent from 848 in 2016 to 632 in 2023.

However, ISS said the picture is more complex, as large restricted firms with many advisers will only count as one firm.

tara.o’connor@ft.com

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