Estate Capital makes it into the Top 50 Boutique Financial Advisers in UK for a second-year running.

We are delighted to confirm that Estate Capital have once again made it into The FT Adviser Top 50 Boutique Financial Advisers list. This follows on from our 2025 listing.

The FT Adviser list aims to award smaller firms that are committed to excellence for their clients and looks at a variety of factors, including gross inflows throughout the year, client retention, the number of registered individuals, the chartered or accredited status of the firm and its length of service.

ISS MI receives data directly from fund managers and investment platforms, with a combined coverage of over 90 per cent of the UK’s intermediary fund flows.

Fund manager coverage is made up of over 60 of the UK’s leading fund managers, including coverage from fund managers outside of the Investment Association rankings — such as discretionary fund managers and alternative providers.

The list is open to firms with 10 or fewer people on the FCA register or directory, as the aim of this award is to recognise the smaller firms who have shown solid performance and a commitment to their clients. The numbers were checked in July 2026.

The list is created by first selecting c.100 firms by number of registered individuals and gross sales in the previous 12 months, April 2025 — March 2026 for the 2026 list.

Each firm is then scored on seven different factors, the sum of which produces the ranking:

• AUM score — 55 per cent of the natural logarithm of March 2026 AUM.
• AUM growth score —Percentage increase of assets under management in March 2026 compared to March 2025, broken down into quintiles awarding points as follows: 1, 5, 9, 12 and 14 points for each quintile, respectively.
• Net % score — Last 12 months’ (April 2025 to March 2026) net sales as a percentage of March 2025 AUM, broken down into quintiles awarding points as follows: 1, 5, 9, 12 and 14 points for each quintile, respectively.
• Years score — 1/8 point for each year in service up to a maximum of 10 points. This year, the average years in service for the Top 50 firms is 25 years.
• Retention score — Pence outflows per each £1 inflows — the lower the better. Broken down to quintiles awarding points as follows: 4, 3, 2, 1 & 0 points for each quintile, respectively.
• Estimated performance score — Based on AUM growth over the period once net sales are taken away. Broken down to quintiles awarding points as follows: 0, 0.5, 1, 1.5 and 2 for each quintile, respectively.
• CII or CISI chartered/accredited — Firms that are chartered or accredited by CISI or CII received points based on the percentage of the AUM held by chartered or accredited firms. This factor awards a maximum of 20 points.

The average weight for each of the above factors in this year’s Top 50 firms:

• Assets held accounted for an average of 21 per cent of each adviser’s score.
• Asset growth accounted for an average of 20.1 per cent of each adviser’s score.
• Net flow accounted for an average of 19.8 per cent of each adviser’s score.
• Years of service accounted for an average of 5.9 per cent of each adviser’s score.
• Retention accounted for an average of 5.1 per cent of each adviser’s score.
• Estimated performance accounted for an average of 2 per cent of each adviser’s score.
• CISI or CII chartered/accredited status accounted for an average of 26.2 per cent of each adviser’s score.

The displayed figures have been rounded to two significant figures and include assets invested in retail advisory investments and pensions, reported to ISS MI by its partners. Other assets, such as those invested in discretionary funds or model portfolios, were included when submitted as such.

ISS considered whether firms were chartered or accredited financial planners as a mark of their professionalism and commitment to their clients. In the case of groups where some members were chartered or accredited and others were not, points were awarded based on the percentage of the AUM held by chartered or accredited firms.

We are delighted to be recognised for the second year running amongst firms of a similar size across the UK. We were one of only two in Wales to have made this prestigious and respected listing.

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