---
title: "Wealth management AI Visibility Index: UK, Q4 2026 v2"
publisher: "Type A Media"
sector: "wealth-management"
sector_label: "Wealth management"
country: "uk"
country_label: "UK"
issue: "q4-2026-v2"
issue_label: "Q4 2026 v2"
published: "2026-10-28T15:52:13Z"
# The dates of the answers the citation overview counts (chapter2.citation_overview.values.answer_window).
answers_collected:
  start: "2026-10-16"
  end: "2026-10-16"
models:
  - "gpt-5.1"
sample:
  answers: 384
  prompts: 128
  shared_prompts_per_persona: 18
  personas: 6
  samples_per_prompt: 3
  companies_checked: 132
version: "sha256:2876d7f97b98c8e7f1efd952f3b92fcee8b8e52c1af8c51999cdf5ef5e2f0213"
canonical_url: "https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/"
data_url: "https://agency.typeamedia.net/feeds/avi/wealth-management/uk/q4-2026-v2"
caveats:
  - "One model, gpt-5.1, wrote every answer."
  - "Each question ran 3 times; the 384 answers are 128 questions times 3 samples."
---

# Wealth management AI Visibility Index: UK, Q4 2026 v2

**67%** of UK wealth managers and financial advisers are invisible in AI search.

Type A Media AI Visibility Index. This file is the plain-text version of the report page https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/: the same sections in the same order, with the same figures. The data behind it, as JSON: https://agency.typeamedia.net/feeds/avi/wealth-management/uk/q4-2026-v2

## Get this analysis for your own business

Type A Media offers a free analysis of how AI assistants see your business against this industry report. Get your free report and start tracking your prompts for free: https://report.typeamedia.net/free-analysis/start/1?utm_source=typeamedia.net&utm_medium=avi_report&utm_campaign=wealth-management-uk

## Contents

- [Overview](https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#verdict)
- [AI winners](https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#industry)
- [Buyer personas](https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#buyers)
- [Sources](https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#sources)
- [What works](https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#whatworks)
- [The data](https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#methods)
- [All companies](https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#appendix)

## Overview

Page: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#verdict

### Most UK wealth managers were never named by AI assistants

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#verdict

The verdict, from the writer's copy:

AI assistants answering real questions about UK wealth management left most of the sector unmentioned. 67% of the 132 firms surveyed appeared in no answer.

This quarter's answers concentrated on a short list of large firms and left most of the market unnamed. 89 of the 132 firms in the wealth-management UK map were named in no answer (67.4%). No single firm led every persona the index measured; Evelyn Partners led or shared the lead for 3 of the 6 personas. St. James's Place led the Reconsidering their existing advisor persona, named in 26 of that persona's 69 runs (37.7%). Largest (traffic 50,000 and over): 19 of 25 firms were named (76.0%), against 32.6% across the market.

### How do companies show up in AI?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#overview

> **Most of the market was never named**
>
> The index read every answer the assistant gave and recorded which firms it named. 67% of UK wealth managers and financial advisers are invisible in AI search. 89 of the 132 firms surveyed appeared in no answer.
>
> 43 of the 132 firms surveyed appeared in at least one answer. For every other firm, the moment a prospect asks an assistant for a shortlist passes without its name in the answer.

We compared 132 companies across 128 prompts and 6 personas.

- **67%** of companies never appear in an AI answer
- **33%** appear at least once
- **12** companies appear for most buyer types
- **76%** of largest (traffic 50,000 and over) companies are visible, the highest share of any size
- **50** online platform mentions per 100 answers
- **384** answers analysed, 3 per prompt

## AI winners

Page: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#industry

### Which companies appear in AI most often?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#industry

> **No single firm came first for every persona**
>
> The index ranked each persona's answers by how often the assistant named each firm. No single firm came first for every persona measured. St. James's Place led the Reconsidering their existing advisor persona, named in 26 of that persona's 69 runs (37.7%). For the Reconsidering their existing advisor persona, St. James's Place led Evelyn Partners by 2 runs of 69 (2.9 percentage points).
>
> The firm in second place changes with the kind of client, so a firm should read its position persona by persona rather than overall. For the Counting down to retirement persona, Rathbones led Evelyn Partners by 1 run of 69 (1.4 percentage points).

- **33%** of companies appear (43 of the 132 companies on the list are named in at least one answer)
- **81%** of answers name a company from our list
- **20%** of answers name no company

#### Companies with the highest overall AI visibility for all buyer types

Answers: how many of the 384 answers name the company. Share: Answers out of 384. The dataset's heatmap carries 40 companies: the universal tier, then the companies named most often. 89 companies on the list never appear.

| Rank | Company | Answers | Share |
| ---: | --- | ---: | ---: |
| 1 | Evelyn Partners | 144 | 38% |
| 2 | Rathbones | 120 | 31% |
| 3 | Quilter | 98 | 26% |
| 4 | St. James's Place | 98 | 26% |
| 5 | AJ Bell | 90 | 23% |
| 6 | Vanguard | 84 | 22% |
| 7 | RBC Brewin Dolphin | 73 | 19% |
| 8 | BlackRock | 68 | 18% |
| 9 | Cazenove Capital | 66 | 17% |
| 10 | LGT Wealth Management | 66 | 17% |
| 11 | Hargreaves Lansdown | 65 | 17% |
| 12 | Brooks Macdonald | 62 | 16% |
| 13 | Coutts | 61 | 16% |
| 14 | UBS | 57 | 15% |
| 15 | NatWest | 52 | 14% |
| 16 | Charles Stanley | 41 | 11% |
| 17 | Interactive Investor | 40 | 10% |
| 18 | Quilter Cheviot | 39 | 10% |
| 19 | Theia | 39 | 10% |
| 20 | Aviva | 34 | 9% |
| 21 | Fidelity | 33 | 9% |
| 22 | Moneyfarm | 25 | 7% |
| 23 | Brewin Dolphin | 24 | 6% |
| 24 | Legal & General | 24 | 6% |
| 25 | Nutmeg | 23 | 6% |
| 26 | Wealthify | 23 | 6% |
| 27 | Canaccord Genuity Wealth Management | 22 | 6% |
| 28 | Saltus | 22 | 6% |
| 29 | Vanguard Investor | 22 | 6% |
| 30 | Barclays Private Bank | 21 | 5% |
| 31 | Scottish Widows | 20 | 5% |
| 32 | Freetrade | 19 | 5% |
| 33 | HSBC Global Private Banking | 19 | 5% |
| 34 | J.P. Morgan Private Bank | 19 | 5% |
| 35 | Rothschild & Co | 19 | 5% |
| 36 | Trading 212 | 19 | 5% |
| 37 | Julius Baer | 18 | 5% |
| 38 | Forvis Mazars | 17 | 4% |
| 39 | HSBC | 17 | 4% |
| 40 | Openwork | 17 | 4% |

#### Companies with the highest overall AI visibility for The Mass-Affluent Newcomer

Answers: how many of this persona's 54 answers name the company, before the sector's name aliases join two spellings of one company. Share: Answers out of 54. The dataset ranks up to 50 companies per persona.

| Rank | Company | Answers | Share |
| ---: | --- | ---: | ---: |
| 1 | Evelyn Partners | 24 | 44% |
| 2 | AJ Bell | 20 | 37% |
| 3 | St. James's Place | 16 | 30% |
| 4 | Quilter | 16 | 30% |
| 5 | Rathbones | 16 | 30% |
| 6 | Hargreaves Lansdown | 15 | 28% |
| 7 | Vanguard | 13 | 24% |
| 8 | RBC Brewin Dolphin | 10 | 19% |
| 9 | BlackRock | 10 | 19% |
| 10 | Coutts | 9 | 17% |
| 11 | Fidelity | 9 | 17% |
| 12 | LGT Wealth Management | 8 | 15% |
| 13 | NatWest | 7 | 13% |
| 14 | Charles Stanley | 7 | 13% |
| 15 | Brooks Macdonald | 7 | 13% |
| 16 | Vanguard Investor | 7 | 13% |
| 17 | Cazenove Capital | 6 | 11% |
| 18 | Interactive Investor | 6 | 11% |
| 19 | UBS | 5 | 9% |
| 20 | HL | 5 | 9% |
| 21 | Aviva | 5 | 9% |
| 22 | Theia | 5 | 9% |
| 23 | Canaccord Genuity Wealth Management | 5 | 9% |
| 24 | Saltus | 4 | 7% |
| 25 | Freetrade | 4 | 7% |
| 26 | InvestEngine | 4 | 7% |
| 27 | Moneyfarm | 4 | 7% |
| 28 | Nutmeg | 4 | 7% |
| 29 | Wealthify | 4 | 7% |
| 30 | JP Morgan | 4 | 7% |
| 31 | Scottish Widows | 4 | 7% |
| 32 | Openwork | 3 | 6% |
| 33 | HSBC | 3 | 6% |
| 34 | HSBC Global Private Banking | 3 | 6% |
| 35 | Bestinvest | 3 | 6% |
| 36 | Trading 212 | 3 | 6% |
| 37 | St James’s Place | 3 | 6% |
| 38 | Vanguard Personal Investor | 3 | 6% |
| 39 | Legal & General | 3 | 6% |
| 40 | Quilter Cheviot | 3 | 6% |
| 41 | abrdn | 3 | 6% |
| 42 | iShares | 3 | 6% |
| 43 | Unbiased | 2 | 4% |
| 44 | VouchedFor | 2 | 4% |
| 45 | HSBC Private Bank | 2 | 4% |
| 46 | Halifax | 2 | 4% |
| 47 | Barclays Wealth & Investments | 2 | 4% |
| 48 | Brewin Dolphin | 2 | 4% |
| 49 | Goldman Sachs | 2 | 4% |
| 50 | JPMorgan | 2 | 4% |

#### Companies with the highest overall AI visibility for The Pre-Retirement Planner

Answers: how many of this persona's 69 answers name the company, before the sector's name aliases join two spellings of one company. Share: Answers out of 69. The dataset ranks up to 50 companies per persona.

| Rank | Company | Answers | Share |
| ---: | --- | ---: | ---: |
| 1 | Rathbones | 21 | 30% |
| 2 | Evelyn Partners | 20 | 29% |
| 3 | Vanguard | 18 | 26% |
| 4 | BlackRock | 17 | 25% |
| 5 | Quilter | 16 | 23% |
| 6 | AJ Bell | 15 | 22% |
| 7 | Aviva | 15 | 22% |
| 8 | St. James's Place | 14 | 20% |
| 9 | Cazenove Capital | 11 | 16% |
| 10 | LGT Wealth Management | 11 | 16% |
| 11 | Hargreaves Lansdown | 10 | 14% |
| 12 | Brooks Macdonald | 10 | 14% |
| 13 | RBC Brewin Dolphin | 10 | 14% |
| 14 | Scottish Widows | 9 | 13% |
| 15 | NatWest | 8 | 12% |
| 16 | L&G | 8 | 12% |
| 17 | Charles Stanley | 7 | 10% |
| 18 | Coutts | 7 | 10% |
| 19 | Legal & General | 7 | 10% |
| 20 | Theia | 7 | 10% |
| 21 | Fidelity | 7 | 10% |
| 22 | Interactive Investor | 6 | 9% |
| 23 | Quilter Cheviot | 6 | 9% |
| 24 | UBS | 5 | 7% |
| 25 | NEST | 5 | 7% |
| 26 | Schroders | 4 | 6% |
| 27 | Legal & General Investment Management (LGIM) | 4 | 6% |
| 28 | Canaccord Genuity Wealth Management | 4 | 6% |
| 29 | Standard Life | 4 | 6% |
| 30 | Royal London | 4 | 6% |
| 31 | Forvis Mazars | 3 | 4% |
| 32 | Julius Baer | 3 | 4% |
| 33 | Vanguard Investor | 3 | 4% |
| 34 | Trading 212 | 3 | 4% |
| 35 | InvestEngine | 3 | 4% |
| 36 | Saltus | 3 | 4% |
| 37 | Seven Investment Management (7IM) | 3 | 4% |
| 38 | J.P. Morgan | 3 | 4% |
| 39 | HL | 3 | 4% |
| 40 | Tatton Investment Management | 3 | 4% |
| 41 | Nutmeg | 3 | 4% |
| 42 | Moneyfarm | 3 | 4% |
| 43 | Wealthify | 3 | 4% |
| 44 | Deloitte | 3 | 4% |
| 45 | Aegon | 3 | 4% |
| 46 | Brewin Dolphin | 2 | 3% |
| 47 | Fairstone | 2 | 3% |
| 48 | Openwork | 2 | 3% |
| 49 | J.P. Morgan Private Bank | 2 | 3% |
| 50 | Goldman Sachs | 2 | 3% |

#### Companies with the highest overall AI visibility for The Estate and Inheritance Planner

Answers: how many of this persona's 54 answers name the company, before the sector's name aliases join two spellings of one company. Share: Answers out of 54. The dataset ranks up to 50 companies per persona.

| Rank | Company | Answers | Share |
| ---: | --- | ---: | ---: |
| 1 | Evelyn Partners | 24 | 44% |
| 2 | Rathbones | 20 | 37% |
| 3 | Quilter | 18 | 33% |
| 4 | St. James's Place | 15 | 28% |
| 5 | RBC Brewin Dolphin | 15 | 28% |
| 6 | LGT Wealth Management | 14 | 26% |
| 7 | Brooks Macdonald | 11 | 20% |
| 8 | Vanguard | 11 | 20% |
| 9 | BlackRock | 9 | 17% |
| 10 | Coutts | 8 | 15% |
| 11 | Cazenove Capital | 8 | 15% |
| 12 | Theia | 8 | 15% |
| 13 | Hargreaves Lansdown | 7 | 13% |
| 14 | NatWest | 7 | 13% |
| 15 | Quilter Cheviot | 6 | 11% |
| 16 | Brewin Dolphin | 6 | 11% |
| 17 | UBS | 6 | 11% |
| 18 | Charles Stanley | 5 | 9% |
| 19 | HSBC | 5 | 9% |
| 20 | AJ Bell | 5 | 9% |
| 21 | Unbiased | 4 | 7% |
| 22 | Openwork | 3 | 6% |
| 23 | Fairstone | 3 | 6% |
| 24 | Saltus | 3 | 6% |
| 25 | Barclays | 3 | 6% |
| 26 | Investec Wealth & Investment | 3 | 6% |
| 27 | Bordier UK | 3 | 6% |
| 28 | Legal & General Investment Management (LGIM) | 3 | 6% |
| 29 | Aviva | 3 | 6% |
| 30 | Parmenion | 3 | 6% |
| 31 | JM Finn | 3 | 6% |
| 32 | Canaccord Genuity Wealth Management | 3 | 6% |
| 33 | iShares | 3 | 6% |
| 34 | Nutmeg | 3 | 6% |
| 35 | Moneyfarm | 3 | 6% |
| 36 | Wealthify | 3 | 6% |
| 37 | Julius Baer | 2 | 4% |
| 38 | RBC Wealth Management | 2 | 4% |
| 39 | JPMorgan | 2 | 4% |
| 40 | VouchedFor | 2 | 4% |
| 41 | Morningstar | 2 | 4% |
| 42 | Interactive Investor | 2 | 4% |
| 43 | Fidelity | 2 | 4% |
| 44 | Forvis Mazars | 2 | 4% |
| 45 | Vanguard Investor | 2 | 4% |
| 46 | Trading 212 | 2 | 4% |
| 47 | Freetrade | 2 | 4% |
| 48 | Brown Shipley | 2 | 4% |
| 49 | Schroders | 2 | 4% |
| 50 | Arbuthnot Latham | 2 | 4% |

#### Companies with the highest overall AI visibility for The High-Net-Worth Client

Answers: how many of this persona's 69 answers name the company, before the sector's name aliases join two spellings of one company. Share: Answers out of 69. The dataset ranks up to 50 companies per persona.

| Rank | Company | Answers | Share |
| ---: | --- | ---: | ---: |
| 1 | Rathbones | 30 | 43% |
| 2 | Evelyn Partners | 30 | 43% |
| 3 | UBS | 28 | 41% |
| 4 | Coutts | 24 | 35% |
| 5 | Cazenove Capital | 23 | 33% |
| 6 | Brooks Macdonald | 18 | 26% |
| 7 | Quilter | 16 | 23% |
| 8 | NatWest | 16 | 23% |
| 9 | Barclays Private Bank | 15 | 22% |
| 10 | Rothschild & Co | 15 | 22% |
| 11 | J.P. Morgan Private Bank | 14 | 20% |
| 12 | LGT Wealth Management | 14 | 20% |
| 13 | RBC Brewin Dolphin | 13 | 19% |
| 14 | St. James's Place | 13 | 19% |
| 15 | HSBC Global Private Banking | 11 | 16% |
| 16 | Quilter Cheviot | 11 | 16% |
| 17 | BlackRock | 11 | 16% |
| 18 | Julius Baer | 11 | 16% |
| 19 | Charles Stanley | 9 | 13% |
| 20 | Vanguard | 9 | 13% |
| 21 | Goldman Sachs | 8 | 12% |
| 22 | C. Hoare & Co. | 8 | 12% |
| 23 | AJ Bell | 7 | 10% |
| 24 | Forvis Mazars | 7 | 10% |
| 25 | Theia | 7 | 10% |
| 26 | Brown Shipley | 7 | 10% |
| 27 | Weatherbys Private Bank | 7 | 10% |
| 28 | Arbuthnot Latham | 7 | 10% |
| 29 | Credit Suisse | 7 | 10% |
| 30 | Hampden & Co | 6 | 9% |
| 31 | Brewin Dolphin | 6 | 9% |
| 32 | Lombard Odier | 6 | 9% |
| 33 | Canaccord Genuity Wealth Management | 5 | 7% |
| 34 | Interactive Investor | 5 | 7% |
| 35 | Investec Wealth & Investment | 5 | 7% |
| 36 | Saltus | 5 | 7% |
| 37 | Weatherbys | 5 | 7% |
| 38 | HSBC Premier | 5 | 7% |
| 39 | Tatton | 5 | 7% |
| 40 | J.P. Morgan | 5 | 7% |
| 41 | Citi Private Bank | 5 | 7% |
| 42 | Schroders | 4 | 6% |
| 43 | HSBC Private Banking | 4 | 6% |
| 44 | Parmenion | 4 | 6% |
| 45 | Goldman Sachs Private Wealth Management | 4 | 6% |
| 46 | Brewin Dolphin / RBC Brewin Dolphin | 4 | 6% |
| 47 | SG Kleinwort Hambros | 4 | 6% |
| 48 | Citi | 4 | 6% |
| 49 | Stonehage Fleming | 4 | 6% |
| 50 | Barclays Premier | 4 | 6% |

#### Companies with the highest overall AI visibility for The DIY Investor Weighing Up Help

Answers: how many of this persona's 69 answers name the company, before the sector's name aliases join two spellings of one company. Share: Answers out of 69. The dataset ranks up to 50 companies per persona.

| Rank | Company | Answers | Share |
| ---: | --- | ---: | ---: |
| 1 | AJ Bell | 24 | 35% |
| 2 | Evelyn Partners | 22 | 32% |
| 3 | Vanguard | 20 | 29% |
| 4 | Hargreaves Lansdown | 19 | 28% |
| 5 | Quilter | 15 | 22% |
| 6 | Rathbones | 15 | 22% |
| 7 | BlackRock | 15 | 22% |
| 8 | St. James's Place | 14 | 20% |
| 9 | Interactive Investor | 12 | 17% |
| 10 | RBC Brewin Dolphin | 11 | 16% |
| 11 | Fidelity | 10 | 14% |
| 12 | Moneyfarm | 9 | 13% |
| 13 | Legal & General | 8 | 12% |
| 14 | Theia | 8 | 12% |
| 15 | Trading 212 | 8 | 12% |
| 16 | Wealthify | 8 | 12% |
| 17 | Cazenove Capital | 8 | 12% |
| 18 | UBS | 7 | 10% |
| 19 | Brooks Macdonald | 7 | 10% |
| 20 | Coutts | 7 | 10% |
| 21 | LGT Wealth Management | 7 | 10% |
| 22 | Vanguard Investor | 7 | 10% |
| 23 | Freetrade | 7 | 10% |
| 24 | Nutmeg | 7 | 10% |
| 25 | Quilter Cheviot | 7 | 10% |
| 26 | Charles Stanley | 7 | 10% |
| 27 | Aviva | 6 | 9% |
| 28 | NatWest | 4 | 6% |
| 29 | Killik & Co | 4 | 6% |
| 30 | Brewin Dolphin | 4 | 6% |
| 31 | Seven Investment Management (7IM) | 4 | 6% |
| 32 | Openwork | 3 | 4% |
| 33 | Halifax | 3 | 4% |
| 34 | Barclays Wealth | 3 | 4% |
| 35 | Bestinvest | 3 | 4% |
| 36 | Trustnet | 3 | 4% |
| 37 | InvestEngine | 3 | 4% |
| 38 | Royal London | 3 | 4% |
| 39 | J.P. Morgan | 3 | 4% |
| 40 | Investec Wealth & Investment | 3 | 4% |
| 41 | J.P. Morgan Asset Management | 3 | 4% |
| 42 | Liontrust | 3 | 4% |
| 43 | Fairstone | 2 | 3% |
| 44 | RBC Wealth Management | 2 | 3% |
| 45 | Barclays Private Bank | 2 | 3% |
| 46 | RBC | 2 | 3% |
| 47 | JPMorgan | 2 | 3% |
| 48 | HSBC Global Private Banking | 2 | 3% |
| 49 | Bordier UK | 2 | 3% |
| 50 | Saltus | 2 | 3% |

#### Companies with the highest overall AI visibility for The Dissatisfied Current Client

Answers: how many of this persona's 69 answers name the company, before the sector's name aliases join two spellings of one company. Share: Answers out of 69. The dataset ranks up to 50 companies per persona.

| Rank | Company | Answers | Share |
| ---: | --- | ---: | ---: |
| 1 | St. James's Place | 26 | 38% |
| 2 | Evelyn Partners | 24 | 35% |
| 3 | AJ Bell | 19 | 28% |
| 4 | Rathbones | 18 | 26% |
| 5 | Quilter | 17 | 25% |
| 6 | RBC Brewin Dolphin | 14 | 20% |
| 7 | Vanguard | 13 | 19% |
| 8 | LGT Wealth Management | 12 | 17% |
| 9 | Hargreaves Lansdown | 11 | 16% |
| 10 | NatWest | 10 | 14% |
| 11 | Cazenove Capital | 10 | 14% |
| 12 | Brooks Macdonald | 9 | 13% |
| 13 | Interactive Investor | 9 | 13% |
| 14 | Quilter Cheviot | 6 | 9% |
| 15 | Coutts | 6 | 9% |
| 16 | BlackRock | 6 | 9% |
| 17 | Charles Stanley | 6 | 9% |
| 18 | UBS | 6 | 9% |
| 19 | Saltus | 5 | 7% |
| 20 | HSBC | 4 | 6% |
| 21 | Forvis Mazars | 4 | 6% |
| 22 | Brewin Dolphin | 4 | 6% |
| 23 | Theia | 4 | 6% |
| 24 | Freetrade | 4 | 6% |
| 25 | Tatton Investment Management | 4 | 6% |
| 26 | Lloyds | 3 | 4% |
| 27 | Fairstone | 3 | 4% |
| 28 | Aviva | 3 | 4% |
| 29 | Openwork | 3 | 4% |
| 30 | Halifax | 3 | 4% |
| 31 | Schroders Personal Wealth | 3 | 4% |
| 32 | Fidelity | 3 | 4% |
| 33 | Vanguard Investor | 3 | 4% |
| 34 | InvestEngine | 3 | 4% |
| 35 | VouchedFor | 3 | 4% |
| 36 | Vanguard LifeStrategy | 3 | 4% |
| 37 | Canaccord Genuity Wealth Management | 3 | 4% |
| 38 | RBC Wealth Management | 3 | 4% |
| 39 | Seven Investment Management (7IM) | 3 | 4% |
| 40 | Nutmeg | 3 | 4% |
| 41 | Moneyfarm | 3 | 4% |
| 42 | Lync Wealth Management | 3 | 4% |
| 43 | Scottish Widows | 2 | 3% |
| 44 | abrdn | 2 | 3% |
| 45 | HSBC Global Private Banking | 2 | 3% |
| 46 | Barclays Private Bank | 2 | 3% |
| 47 | St James's Place | 2 | 3% |
| 48 | Man Group | 2 | 3% |
| 49 | Man GLG | 2 | 3% |
| 50 | Law Debenture | 2 | 3% |

### Where are the invisible companies?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#gap

> **Independent advisers make up most of the unnamed**
>
> The index sorted every mapped firm into named or never named, and the absence concentrates in one group. 89 of the 132 mapped firms appeared in no answer. Independent Financial Advisers & Planners is the largest invisible group, with 45 firms named in no answer.
>
> Wealth Managers & Discretionary Fund Managers is the most visible group, with 20 firms named. An independent adviser weighing its position should note that most of its own category went unnamed all quarter.

43 of the 132 companies appear in at least one answer. The other 89 never do.

Visible: 43 (33%). Invisible: 89 (67%).

#### Where the visible companies sit

Companies: how many of the 43 visible companies are in each group. Share: out of 43.

| Group | Companies | Share |
| --- | ---: | ---: |
| Wealth Managers & Discretionary Fund Managers | 20 | 47% |
| Pension, Retirement & Life Providers | 6 | 14% |
| Investment Platforms & Online Investing | 5 | 12% |
| Wealth Consolidators & Adviser Networks | 5 | 12% |
| Banks & Building Societies | 4 | 9% |
| Independent Financial Advisers & Planners | 3 | 7% |

#### Where the invisible companies sit

Companies: how many of the 89 invisible companies are in each group. Share: out of 89.

| Group | Companies | Share |
| --- | ---: | ---: |
| Independent Financial Advisers & Planners | 45 | 51% |
| Wealth Managers & Discretionary Fund Managers | 16 | 18% |
| Pension, Retirement & Life Providers | 10 | 11% |
| International & Offshore Advisers | 4 | 4% |
| Investment Platforms & Online Investing | 4 | 4% |
| Accountants & Private-Client Solicitors | 3 | 3% |
| Unclassified firms | 3 | 3% |
| Banks & Building Societies | 2 | 2% |
| Wealth Consolidators & Adviser Networks | 2 | 2% |

### Which kinds of companies does AI see?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#categories

> **Some whole categories went unnamed**
>
> The index broke visibility out by category, and entire groups produced no named firm. International & Offshore Advisers: 0 of 4 firms were named (0%). Accountants & Private-Client Solicitors: 0 of 3 firms were named (0%).
>
> An offshore adviser or a private-client solicitor has no named peer in these answers to displace. For those needs, the assistant's shortlists currently name nobody from either group.

Visible: the companies in each category that appear in at least one answer, out of the category's companies. Share: Visible out of the category.

| Category | Visible | Share | Companies in the category |
| --- | ---: | ---: | ---: |
| Wealth Consolidators & Adviser Networks | 5 | 71% | 7 |
| Banks & Building Societies | 4 | 67% | 6 |
| Wealth Managers & Discretionary Fund Managers | 20 | 56% | 36 |
| Investment Platforms & Online Investing | 5 | 56% | 9 |
| Pension, Retirement & Life Providers | 6 | 38% | 16 |
| Independent Financial Advisers & Planners | 3 | 6% | 48 |
| International & Offshore Advisers | 0 | 0% | 4 |
| Accountants & Private-Client Solicitors | 0 | 0% | 3 |
| Unclassified firms | 0 | 0% | 3 |

### Does the size of a company change its AI visibility?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#sizes

> **The largest firms were named far more often**
>
> The index grouped firms by size and measured the share of each group the assistant ever named. Largest (traffic 50,000 and over): 19 of 25 firms were named (76.0%), against 32.6% across the market. Small (traffic under 10,000): 15 of 87 firms were named (17%).
>
> For the largest firms, being named is close to the default; for small firms it is the exception. A small firm should first establish which side of that line it sits on.

Visible: the companies in each size tier that appear in at least one answer, out of the tier's companies. Share: Visible out of the tier.

| Size tier | Visible | Companies in the tier | Share |
| --- | ---: | ---: | ---: |
| Largest (traffic 50,000 and over) | 19 | 25 | 76% |
| Large (traffic 10,000 to 49,999) | 9 | 20 | 45% |
| Small (traffic under 10,000) | 15 | 87 | 17% |

### Which companies does AI name for almost every buyer?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#universal

> **The firms every persona's answers include**
>
> 12 firms appeared across the widest spread of personas. The list runs from Evelyn Partners, Rathbones and St. James's Place to Hargreaves Lansdown and Brooks Macdonald.
>
> These firms are the benchmark a peer can study directly: same market, same quarter, named whatever the persona. A firm outside this tier competes for the remaining mentions question by question.

The 12 companies in the universal tier: named for most buyer personas. Personas reached: the personas with at least one answer that names the company, out of 6. Answers: how many of the 384 answers name the company.

| Company | Group | Personas reached | Answers |
| --- | --- | ---: | ---: |
| Evelyn Partners | Wealth managers | 6 of 6 | 144 |
| Rathbones | Wealth managers | 6 of 6 | 120 |
| Quilter | Wealth managers | 6 of 6 | 98 |
| St. James's Place | Wealth managers | 6 of 6 | 98 |
| AJ Bell | Platforms, banks & pension providers | 6 of 6 | 90 |
| Vanguard | Other national brands | 6 of 6 | 84 |
| RBC Brewin Dolphin | Other national brands | 6 of 6 | 73 |
| BlackRock | Wealth managers | 6 of 6 | 68 |
| Cazenove Capital | Wealth managers | 6 of 6 | 66 |
| LGT Wealth Management | Wealth managers | 6 of 6 | 66 |
| Hargreaves Lansdown | Platforms, banks & pension providers | 6 of 6 | 65 |
| Brooks Macdonald | Wealth managers | 6 of 6 | 62 |

### Do companies people search for by name get named by AI?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#demand

> **Firms with little brand demand were rarely named**
>
> Each firm was banded by how often people search for its name each month. 1–100 a month: 1 of 34 firms appeared in an answer. Over 10,000 a month: 19 of 25 firms appeared in an answer.
>
> Largest (traffic 50,000 and over): 19 of 25 firms were named (76.0%), against 32.6% across the market. A firm whose name is rarely searched should attend to the pages assistants cite rather than wait to be recalled.

Visible: the companies in each brand search band that appear in at least one answer, out of the band's companies. Share: Visible out of the band. 128 of 132 companies have a search figure.

| Brand searches a month | Visible | Companies in the band | Share |
| --- | ---: | ---: | ---: |
| No brand searches | 0 | 0 |  |
| 1–100 a month | 1 | 34 | 3% |
| 101–1,000 a month | 3 | 36 | 8% |
| 1,001–10,000 a month | 20 | 34 | 59% |
| Over 10,000 a month | 18 | 24 | 75% |

4 companies have no search figure and sit outside every band: provider returned no figure for this keyword.

### How many companies does AI name that are not on our list?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#offlist

- **550** different companies named in 309 answers
- **43** of them are on the list we checked
- **92%** are not on the list (507)

How the dataset counts a company: distinct firms by the extractor's own norm; a firm the list holds is one with a landscape_firm_id.

#### Named most often, not on our list

Answers: the answers that name the company. Share: out of the 309 answers that name any company.

| Company | Answers | Share |
| --- | ---: | ---: |
| Vanguard | 84 | 27% |
| RBC Brewin Dolphin | 73 | 24% |
| Coutts | 61 | 20% |
| Interactive Investor | 40 | 13% |
| Quilter Cheviot | 39 | 13% |
| Theia | 39 | 13% |
| Fidelity | 33 | 11% |
| Brewin Dolphin | 24 | 8% |
| Legal & General | 24 | 8% |
| Nutmeg | 23 | 7% |

## Buyer personas

Page: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#buyers

### Does the buyer persona change the results?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#buyers

> **The same few firms reach every kind of client**
>
> The index read each firm's presence persona by persona, from first-time advice seekers to clients reconsidering their existing adviser. 12 firms appeared across the widest spread of personas. Evelyn Partners appeared for 6 of the 6 personas.
>
> A firm named for one persona is often absent for the others. The personas where its name never appears mark the clearest ground to gain.

Each cell: the share of that persona's answers that name the company, then the answers behind it. Each column heading gives the persona's answers. Rows: the 40 companies the dataset's heatmap carries, most named first.

| Company | First-time advice seeker (54) | Counting down to retirement (69) | Protecting what gets passed on (54) | Beyond mainstream wealth management (69) | Self-directed, wondering if a pro beats me (69) | Reconsidering their existing advisor (69) |
| --- | ---: | ---: | ---: | ---: | ---: | ---: |
| Evelyn Partners | 44% (24) | 29% (20) | 44% (24) | 43% (30) | 32% (22) | 35% (24) |
| Rathbones | 30% (16) | 30% (21) | 37% (20) | 43% (30) | 22% (15) | 26% (18) |
| Quilter | 30% (16) | 23% (16) | 33% (18) | 23% (16) | 22% (15) | 25% (17) |
| St. James's Place | 30% (16) | 20% (14) | 28% (15) | 19% (13) | 20% (14) | 38% (26) |
| AJ Bell | 37% (20) | 22% (15) | 9% (5) | 10% (7) | 35% (24) | 28% (19) |
| Vanguard | 24% (13) | 26% (18) | 20% (11) | 13% (9) | 29% (20) | 19% (13) |
| RBC Brewin Dolphin | 19% (10) | 14% (10) | 28% (15) | 19% (13) | 16% (11) | 20% (14) |
| BlackRock | 19% (10) | 25% (17) | 17% (9) | 16% (11) | 22% (15) | 9% (6) |
| Cazenove Capital | 11% (6) | 16% (11) | 15% (8) | 33% (23) | 12% (8) | 14% (10) |
| LGT Wealth Management | 15% (8) | 16% (11) | 26% (14) | 20% (14) | 10% (7) | 17% (12) |
| Hargreaves Lansdown | 28% (15) | 14% (10) | 13% (7) | 4% (3) | 28% (19) | 16% (11) |
| Brooks Macdonald | 13% (7) | 14% (10) | 20% (11) | 26% (18) | 10% (7) | 13% (9) |
| Coutts | 17% (9) | 10% (7) | 15% (8) | 35% (24) | 10% (7) | 9% (6) |
| UBS | 9% (5) | 7% (5) | 11% (6) | 41% (28) | 10% (7) | 9% (6) |
| NatWest | 13% (7) | 12% (8) | 13% (7) | 23% (16) | 6% (4) | 14% (10) |
| Charles Stanley | 13% (7) | 10% (7) | 9% (5) | 13% (9) | 10% (7) | 9% (6) |
| Interactive Investor | 11% (6) | 9% (6) | 4% (2) | 7% (5) | 17% (12) | 13% (9) |
| Quilter Cheviot | 6% (3) | 9% (6) | 11% (6) | 16% (11) | 10% (7) | 9% (6) |
| Theia | 9% (5) | 10% (7) | 15% (8) | 10% (7) | 12% (8) | 6% (4) |
| Aviva | 9% (5) | 22% (15) | 6% (3) | 3% (2) | 9% (6) | 4% (3) |
| Fidelity | 17% (9) | 10% (7) | 4% (2) | 3% (2) | 14% (10) | 4% (3) |
| Moneyfarm | 7% (4) | 4% (3) | 6% (3) | 4% (3) | 13% (9) | 4% (3) |
| Brewin Dolphin | 4% (2) | 3% (2) | 11% (6) | 9% (6) | 6% (4) | 6% (4) |
| Legal & General | 6% (3) | 10% (7) | 4% (2) | 3% (2) | 12% (8) | 3% (2) |
| Nutmeg | 7% (4) | 4% (3) | 6% (3) | 4% (3) | 10% (7) | 4% (3) |
| Wealthify | 7% (4) | 4% (3) | 6% (3) | 4% (3) | 12% (8) | 3% (2) |
| Canaccord Genuity Wealth Management | 9% (5) | 6% (4) | 6% (3) | 7% (5) | 3% (2) | 4% (3) |
| Saltus | 7% (4) | 4% (3) | 6% (3) | 7% (5) | 3% (2) | 7% (5) |
| Vanguard Investor | 13% (7) | 4% (3) | 4% (2) | 0% (0) | 10% (7) | 4% (3) |
| Barclays Private Bank | 2% (1) | 0% (0) | 2% (1) | 22% (15) | 3% (2) | 3% (2) |
| Scottish Widows | 7% (4) | 13% (9) | 4% (2) | 1% (1) | 3% (2) | 3% (2) |
| Freetrade | 7% (4) | 3% (2) | 4% (2) | 0% (0) | 10% (7) | 6% (4) |
| HSBC Global Private Banking | 6% (3) | 1% (1) | 0% (0) | 16% (11) | 3% (2) | 3% (2) |
| J.P. Morgan Private Bank | 0% (0) | 3% (2) | 4% (2) | 20% (14) | 0% (0) | 1% (1) |
| Rothschild & Co | 0% (0) | 3% (2) | 2% (1) | 22% (15) | 0% (0) | 1% (1) |
| Trading 212 | 6% (3) | 4% (3) | 4% (2) | 1% (1) | 12% (8) | 3% (2) |
| Julius Baer | 2% (1) | 4% (3) | 4% (2) | 16% (11) | 0% (0) | 1% (1) |
| Forvis Mazars | 2% (1) | 4% (3) | 4% (2) | 10% (7) | 0% (0) | 6% (4) |
| HSBC | 6% (3) | 1% (1) | 9% (5) | 3% (2) | 3% (2) | 6% (4) |
| Openwork | 6% (3) | 3% (2) | 6% (3) | 4% (3) | 4% (3) | 4% (3) |

### Does each buyer see a different market?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#markets

> **Personas differ in how many firms they surface**
>
> Answers were pooled by persona and the distinct firms named in each pool were counted. 288 distinct firms were named by the Beyond mainstream wealth management persona's answers. 146 distinct firms were named by the Protecting what gets passed on persona's answers.
>
> Rathbones and Evelyn Partners shared the lead for the Beyond mainstream wealth management persona, each named in 30 of that persona's 69 runs (43.5%). Even the persona naming the most firms had two firms ahead, so a firm should start with the persona whose answers already include it.

Different companies named across each persona's answers.

| Persona | Different companies named |
| --- | ---: |
| The Mass-Affluent Newcomer | 148 |
| The Pre-Retirement Planner | 169 |
| The Estate and Inheritance Planner | 146 |
| The High-Net-Worth Client | 288 |
| The DIY Investor Weighing Up Help | 169 |
| The Dissatisfied Current Client | 183 |

### What does AI actually say?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#quotes

> **The shortlist barely changes between personas**
>
> The index compared verbatim answers across personas for the question of who the biggest UK financial advisers are. St. James's Place appears in every excerpt, with Quilter, Evelyn Partners and Hargreaves Lansdown recurring.
>
> The exact text a prospect reads is checkable, firm by firm. A firm absent from these recurring shortlists can see precisely which names the assistant gave in its place.

The page shows the opening of real answers in each persona's voice. The excerpts stay on the page: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#quotes. Here: the question and the companies each one names.

#### The Mass-Affluent Newcomer: 3 of 10 answers

- "Who are the biggest financial advisors in the UK?" Named: Brewin Dolphin/RBC, St. James's Place, Best Practice, Quilter, Openwork, Hargreaves Lansdown, Evelyn Partners, Rathbones.
- "Who are the biggest financial advisors in the UK?" Named: RBC Brewin Dolphin, St. James's Place, Quilter, Openwork, Hargreaves Lansdown, Evelyn Partners, Rathbones.
- "Who are the biggest financial advisors in the UK?" Named: Unbiased, St. James's Place, VouchedFor, Quilter, Openwork, True Potential, Evelyn Partners, Fairstone.

#### The Pre-Retirement Planner: 3 of 10 answers

- "Who are the biggest financial advisors in the UK?" Named: Schroders Personal Wealth, St. James's Place, Brewin Dolphin, Quilter, Hargreaves Lansdown, Evelyn Partners, Halifax, Rathbones, Fairstone, Brooks Macdonald, Openwork.
- "Who are the biggest financial advisors in the UK?" Named: St. James's Place, Quilter, Openwork, Forvis Mazars, Evelyn Partners, Hargreaves Lansdown, Charles Stanley, Rathbones.
- "Who are the biggest financial advisors in the UK?" Named: St. James's Place, Quilter, Hargreaves Lansdown, Evelyn Partners, NatWest, Fairstone.

#### The Estate and Inheritance Planner: 3 of 10 answers

- "Who are the biggest financial advisors in the UK?" Named: St. James's Place, Hargreaves Lansdown, Quilter, Openwork, Fairstone, Evelyn Partners, Succession Wealth.
- "Who are the biggest financial advisors in the UK?" Named: Quilter Cheviot, St. James's Place, Brewin Dolphin, Hargreaves Lansdown, RBC Brewin Dolphin, Quilter, Close Brothers Asset Management, Evelyn Partners, Fairstone, Rathbones.
- "Who are the biggest financial advisors in the UK?" Named: St. James's Place, Hargreaves Lansdown, Quilter, Evelyn Partners, Openwork, Fairstone.

#### The High-Net-Worth Client: 3 of 10 answers

- "Who are the biggest financial advisors in the UK?" Named: RBC Brewin Dolphin, St. James's Place, Canaccord Genuity Wealth Management, Quilter, Coutts / NatWest Wealth, Openwork, Barclays Wealth, Rathbones, HSBC Global Private Banking, Evelyn Partners, UBS Wealth Management, Charles Stanley, J.P. Morgan Private Bank, True Potential, Fidelity Personal Investing, Brooks Macdonald, Interactive Investor, NatWest, Quilter Cheviot, UBS, Hargreaves Lansdown, AJ Bell, Forvis Mazars.
- "Who are the biggest financial advisors in the UK?" Named: RBC Brewin Dolphin, St. James's Place, Coutts, Quilter, HSBC Global Private Banking, Openwork, Barclays Private Bank, Evelyn Partners, J.P. Morgan Private Bank, Brooks Macdonald, Credit Suisse (UBS), UBS, Rothschild & Co, Theia, Mazars Financial Planning, Succession Wealth, Aviva, Wren Sterling, Fairstone.
- "Who are the biggest financial advisors in the UK?" Named: RBC Brewin Dolphin, St. James's Place, Quilter Cheviot, Quilter, Investec Wealth & Investment, Openwork, Canaccord Genuity Wealth Management, Evelyn Partners, Ruffer, Rathbones, Waverton, Charles Stanley, JM Finn, LGT Wealth Management, Rothschild & Co, Cazenove Capital, Brown Shipley, BlackRock, Legal & General Investment Management, Theia, Schroders, True Potential, Fidelity, Fairstone, Cazenove Capital / Schroders Personal Wealth, Saltus, Unbiased, Money Adviser/Money Advisor.

#### The DIY Investor Weighing Up Help: 3 of 10 answers

- "Who are the biggest financial advisors in the UK?" Named: St. James's Place, Hargreaves Lansdown, Quilter, Openwork, Evelyn Partners, Fairstone.
- "Who are the biggest financial advisors in the UK?" Named: St. James's Place, Quilter, Openwork, Fairstone, Evelyn Partners.
- "Who are the biggest financial advisors in the UK?" Named: St. James's Place, Hargreaves Lansdown, Quilter, Evelyn Partners, Openwork.

#### The Dissatisfied Current Client: 3 of 10 answers

- "Who are the biggest financial advisors in the UK?" Named: Barclays, St. James's Place, HSBC, Quilter, Lloyds, Fairstone, Evelyn Partners, NatWest, Scottish Widows, Aviva, Standard Life, Openwork, Succession Wealth.
- "Who are the biggest financial advisors in the UK?" Named: St. James's Place, Quilter, True Potential, Openwork, Hargreaves Lansdown, Evelyn Partners, NatWest, Forvis Mazars, Fairstone.
- "Who are the biggest financial advisors in the UK?" Named: RBC Brewin Dolphin, St. James's Place, Quilter Cheviot, Quilter, abrdn, Openwork, Fairstone, Evelyn Partners, Rathbones, Brooks Macdonald.

### Does the same prompt produce the same results?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#repeats

> **The same question returns a different shortlist**
>
> Each question was asked repeatedly to measure how much of a shortlist survives a repeat ask. 3 runs were sampled. Repeated asks about the same question overlapped by 25.1% on average.
>
> Rathbones led the Counting down to retirement persona, named in 21 of that persona's 69 runs (30.4%). The names around a leading firm change between runs, so a firm should judge its visibility across many runs, never one.

- **25%** average overlap of the companies named when the same prompt runs again
- **115** prompts that named a company in at least one run
- **3** runs of each prompt

#### Example prompt 1: "Who is the biggest wealth management firm in the UK?"

| Run | Domains cited |
| ---: | --- |
| 1 | en.wikipedia.org, theia.org |
| 2 | en.wikipedia.org, theia.org |
| 3 | aviva.co.uk, en.wikipedia.org, ipe.com |

#### Example prompt 2: "Who is the biggest wealth management firm in the UK?"

| Run | Domains cited |
| ---: | --- |
| 1 | en.wikipedia.org, ipe.com |
| 2 | aviva.com, en.wikipedia.org, theia.org, warburgpincus.com |
| 3 | en.wikipedia.org, theia.org |

#### Example prompt 3: "Who are the top 5 in wealth management?"

| Run | Domains cited |
| ---: | --- |
| 1 | No source cited in this answer. |
| 2 | cityam.com, en.wikipedia.org, theia.org |
| 3 | archive.ph, ssga.com, wporigin.euromoney.com |

### Does AI cite a source when it recommends?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#retrieval

> **Most answers name a firm and cite a source**
>
> Every answer was classified by whether it named a firm and whether it cited a source. 384 answers were classified. 253 of the 384 answers named a firm and cited a source.
>
> 89 of the 132 firms in the wealth-management UK map were named in no answer (67.4%). For a firm, the question is whether any of its pages can be the source an assistant cites when it recommends.

Answers: the answers that did each thing. Share: out of the 384 answers.

| What the answer did | Answers | Share |
| --- | ---: | ---: |
| Name a company and cite a source | 253 | 66% |
| Name a company with no source | 56 | 15% |
| Cite a source and name no company | 32 | 8% |
| Name no company and cite no source | 43 | 11% |

### Fame or search: how do companies get into an answer?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#doors

> **Most namings came through a cited page**
>
> Every naming was traced to its route: the model's memory, or a page the assistant retrieved and cited. 117 firms were named from the model's memory alone. 523 firms were named through a cited source.
>
> 33.4% of the 2174 citations came from 5 of the 243 domains cited. A firm that is not already widely known enters answers through cited pages, so it should hold pages on the domains assistants cite.

An answer that cites no source names companies from what the model already knows. An answer that cites sources names companies it found. A company named both ways counts on both sides.

- **117** companies named in an answer that cites no source
- **523** companies named in an answer that cites sources
- **92%** of the 523 companies named beside sources are not on the list we checked

#### Named with no source

117 companies are named in answers that cite no source; 87% of them are not on our list. Answers: the answers that cite no source and name the company.

| Company | Answers |
| --- | ---: |
| Vanguard | 25 |
| AJ Bell | 22 |
| BlackRock | 20 |
| Moneyfarm | 18 |
| Nutmeg | 17 |
| Wealthify | 16 |
| iShares | 12 |
| J.P. Morgan | 11 |
| St. James's Place | 11 |
| Interactive Investor | 10 |
| UBS | 7 |
| J.P. Morgan Asset Management | 7 |

### What do AI answers that recommend a company say?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#templates

Answers: the answers that name a company and use the phrase. Share: out of the 309 answers that name a company.

| Structure | Answers | Share |
| --- | ---: | ---: |
| “How to choose” | 24 | 7.8% |
| “Questions to ask” | 23 | 7.4% |
| “Practical next steps” | 4 | 1.3% |
| Offers to draft the email or letter | 1 | 0.3% |

| Fees | Answers | Share |
| --- | ---: | ---: |
| “No win, no fee” | 0 | 0% |
| Fixed or capped fees | 0 | 0% |
| Conditional fee agreement | 0 | 0% |

| Credentials | Answers | Share |
| --- | ---: | ---: |
| Chambers High Net Worth | 33 | 10.7% |
| Trust and estate practitioners (STEP) | 1 | 0.3% |

## Sources

Page: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#sources

### What sources are cited the most in AI results?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#sources

#### Site types

Citations: the citations that point to each site type. Share: out of the 2174 citations.

| Site type | Citations | Share |
| --- | ---: | ---: |
| Other | 1134 | 52% |
| Wiki and reference | 365 | 17% |
| Government | 158 | 7% |
| Directories | 153 | 7% |
| Company sites | 114 | 5% |
| News | 114 | 5% |
| Forums and UGC | 106 | 5% |
| Review platforms | 29 | 1% |
| Social | 1 | 0% |

#### Domains outside the list

The most cited domains that are not one of the companies we checked. Citations: the citations that point to the domain. Share: out of all 2174 citations.

| Domain | Citations | Share |
| --- | ---: | ---: |
| en.wikipedia.org | 306 | 14% |
| chambers.com | 123 | 6% |
| unbiased.co.uk | 111 | 5% |
| ftadviser.com | 99 | 5% |
| reddit.com | 87 | 4% |
| fca.org.uk | 83 | 4% |

- **74%** of answers cite at least one source
- **5.7** citations per answer
- **243** distinct domains cited

Counts: 285 of 384 answers (74%) cite at least one source. 2174 citations point to 586 exact URLs on 243 domains. Search location receipts: 384 matched, 0 outside the country, 0 with no record.

### Do online platforms take the recommendations?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#portals

> **Portals and a narrow set of domains recur**
>
> The index read the answers for portal brands and counted the cited sources by domain. Portal mentions add up to 50% of the 384 answers. VouchedFor was the most-mentioned portal, with 103 mentions. 33.4% of the 2174 citations came from 5 of the 243 domains cited.
>
> A firm's profile on a portal such as VouchedFor sits inside the answers a prospect reads. Keeping those entries accurate, and appearing on the small set of cited domains, is scoped, checkable work.

- **50** online platform mentions per 100 answers, over 384 answers
- **3253** mentions of companies across the answers

Mentions: the times the answers name each online platform, and every other company together. Share: out of the 3253 mentions of companies.

| Named | Mentions | Share |
| --- | ---: | ---: |
| VouchedFor | 103 | 3.2% |
| Unbiased.co.uk | 71 | 2.2% |
| Trustpilot | 14 | 0.4% |
| Compare Wealth Managers | 2 | 0.1% |
| FinancialAdvisers.co.uk | 1 | 0% |
| All other companies | 3062 | 94.1% |

### Which review sites does AI cite, and which of their pages?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#reviews

> **Citations concentrate on a small set of domains**
>
> Every citation was traced to the domain it came from. 243 domains were cited. 33.4% of the 2174 citations came from 5 of the 243 domains cited.
>
> en.wikipedia.org was the most cited domain, with 306 citations. A firm should find out what the few most-cited domains currently say about it.

#### Review platforms

Citations: the citations that point to each review platform. Share: out of all 2174 citations. 221 of the 243 cited sites (1279 citations) are not classified by type yet.

| Review platform | Citations | Share |
| --- | ---: | ---: |
| uk.trustpilot.com | 15 | 0.7% |
| vouchedfor.co.uk | 8 | 0.4% |

#### Where the 15 citations of trustpilot.com land

Citations: the citations of trustpilot.com that land in each section of the site, then on each page. Share: out of 15.

| Section of the site | Citations | Share |
| --- | ---: | ---: |
| /review/ | 10 | 67% |
| /categories/ | 5 | 33% |

| Most cited page | Citations | Share |
| --- | ---: | ---: |
| /review/www.sjp.co.uk | 7 | 47% |
| /categories/chartered_accountant | 3 | 20% |
| /categories/accountant | 1 | 7% |
| /categories/accounting_firm | 1 | 7% |
| /review/nestpension.org.uk | 1 | 7% |
| /review/comparewealthmanagers.com | 1 | 7% |
| /review/lyncwm.co.uk | 1 | 7% |

#### Where the 14 citations of vouchedfor.co.uk land

Citations: the citations of vouchedfor.co.uk that land in each section of the site, then on each page. Share: out of 14.

| Section of the site | Citations | Share |
| --- | ---: | ---: |
| /wp-content/ | 5 | 36% |
| / | 4 | 29% |
| /financial-advisor-ifa/ | 4 | 29% |
| /IFA-financial-advisor-mortgage/ | 1 | 7% |

| Most cited page | Citations | Share |
| --- | ---: | ---: |
| /wp-content/uploads/2026/03/2026_VouchedFor_Guide.pdf | 5 | 36% |
| / | 4 | 29% |
| /financial-advisor-ifa/hove/031928-kay-mechial/reviews | 2 | 14% |
| /IFA-financial-advisor-mortgage/brighton. | 1 | 7% |
| /financial-advisor-ifa/hove/031928-kay-mechial | 1 | 7% |
| /financial-advisor-ifa/roehampton/070953-richard-martin-redman/reviews | 1 | 7% |

#### Every cited site

All 243 sites the answers cite. Citations: the citations that point to the site. Share: out of the 2174 citations.

| Site | Citations | Share | Type |
| --- | ---: | ---: | --- |
| en.wikipedia.org | 306 | 14.1% |  |
| chambers.com | 123 | 5.7% |  |
| unbiased.co.uk | 111 | 5.1% |  |
| ftadviser.com | 99 | 4.6% |  |
| reddit.com | 87 | 4% |  |
| fca.org.uk | 83 | 3.8% |  |
| aesinternational.com | 68 | 3.1% |  |
| which.co.uk | 57 | 2.6% |  |
| moneyweek.com | 54 | 2.5% |  |
| theia.org | 47 | 2.2% |  |
| selectwealth.co.uk | 46 | 2.1% |  |
| d1e00ek4ebabms.cloudfront.net | 42 | 1.9% |  |
| goodmoneyguide.com | 42 | 1.9% |  |
| investmentsbooked.com | 33 | 1.5% |  |
| tnaqa.mirrorweb.com | 31 | 1.4% |  |
| financial-ombudsman.org.uk | 30 | 1.4% |  |
| trustnet.com | 27 | 1.2% |  |
| wise.com | 27 | 1.2% |  |
| theaic.co.uk | 24 | 1.1% |  |
| ajbell.co.uk | 23 | 1.1% |  |
| ipe.com | 20 | 0.9% |  |
| platform.scottishwidows.co.uk | 20 | 0.9% |  |
| www2.trustnet.com | 20 | 0.9% |  |
| ii.co.uk | 18 | 0.8% |  |
| kaeltripton.com | 16 | 0.7% |  |
| moneysavingexpert.com | 15 | 0.7% |  |
| citehawk.com | 15 | 0.7% |  |
| uk.trustpilot.com | 15 | 0.7% | review platform |
| wporigin.euromoney.com | 13 | 0.6% |  |
| hl.co.uk | 13 | 0.6% |  |
| euromoney.com | 12 | 0.6% |  |
| data.fca.org.uk | 12 | 0.6% |  |
| vettedwealth.co.uk | 12 | 0.6% |  |
| defaqto.com | 12 | 0.6% |  |
| sjp.co.uk | 11 | 0.5% |  |
| moneyhelper.org.uk | 11 | 0.5% |  |
| allfamilyoffices.com | 11 | 0.5% |  |
| moneymarketingawards.co.uk | 10 | 0.5% |  |
| coutts.com | 10 | 0.5% |  |
| privatemarkets-group.com | 10 | 0.5% |  |
| fairstonegroup.co.uk | 9 | 0.4% |  |
| brooksmacdonald.com | 9 | 0.4% |  |
| moneyage.co.uk | 9 | 0.4% |  |
| icaew.com | 9 | 0.4% |  |
| lipperalpha.refinitiv.com | 9 | 0.4% |  |
| nextwealth.co.uk | 9 | 0.4% |  |
| gov.uk | 9 | 0.4% |  |
| ukwealthmanagement.com | 8 | 0.4% |  |
| vouchedfor.co.uk | 8 | 0.4% | review platform |
| citywire.com | 8 | 0.4% |  |
| ifa-affinity.co.uk | 8 | 0.4% |  |
| wealthtime.com | 8 | 0.4% |  |
| cityam.com | 7 | 0.3% |  |
| tattoninvestments.com | 7 | 0.3% |  |
| accountancytoday.co.uk | 7 | 0.3% |  |
| frontdoor.prd.7im.co.uk | 7 | 0.3% |  |
| stockbrokers.com | 7 | 0.3% |  |
| assets.publishing.service.gov.uk | 7 | 0.3% |  |
| event.investmentweek.co.uk | 7 | 0.3% |  |
| morningstarwealthplatform.com | 7 | 0.3% |  |
| aviva.co.uk | 6 | 0.3% |  |
| guide.vouchedfor.co.uk | 6 | 0.3% |  |
| spearswms.com | 6 | 0.3% |  |
| aviva.com | 6 | 0.3% |  |
| pension-helper.co.uk | 6 | 0.3% |  |
| media.quilter.com | 6 | 0.3% |  |
| pocketwise.co.uk | 6 | 0.3% |  |
| ttlab.hopto.org | 5 | 0.2% |  |
| issmarketintelligence.com | 5 | 0.2% |  |
| newcms.trustnet.com | 5 | 0.2% |  |
| advisedly.co.uk | 5 | 0.2% |  |
| finder.com | 5 | 0.2% |  |
| uat.trustnet.com | 5 | 0.2% |  |
| moneyfactsgroup.co.uk | 5 | 0.2% |  |
| vanguardinvestor.co.uk | 5 | 0.2% |  |
| global.morningstar.com | 5 | 0.2% |  |
| lyncwm.co.uk | 5 | 0.2% |  |
| familyofficehub.io | 5 | 0.2% |  |
| serviceawards2025.ftadviser.com | 4 | 0.2% |  |
| quilter.com | 4 | 0.2% |  |
| thinkingaheadinstitute.org | 4 | 0.2% |  |
| seymoursinclair.co.uk | 4 | 0.2% |  |
| fefundinfo.com | 4 | 0.2% |  |
| companydata.com | 4 | 0.2% |  |
| cherryplc.co.uk | 4 | 0.2% |  |
| corporate-adviser.com | 4 | 0.2% |  |
| forums.moneysavingexpert.com | 4 | 0.2% |  |
| truepotential.co.uk | 3 | 0.1% |  |
| jmfinn.com | 3 | 0.1% |  |
| smartinvestoruk.co.uk | 3 | 0.1% |  |
| wealthinvestmentnews.co.uk | 3 | 0.1% |  |
| phoenixwealth.co.uk | 3 | 0.1% |  |
| verifiedaccountants.co.uk | 3 | 0.1% |  |
| adviserservices.fidelity.co.uk | 3 | 0.1% |  |
| canaccord-wealth.com | 3 | 0.1% |  |
| business-awards.uk | 3 | 0.1% |  |
| easyglobalbanking.com | 3 | 0.1% |  |
| rationalgb.com | 3 | 0.1% |  |
| yodelar.com | 3 | 0.1% |  |
| vanguard.co.uk | 3 | 0.1% |  |
| repositorio.iscte-iul.pt | 3 | 0.1% |  |
| investments.halifax.co.uk | 3 | 0.1% |  |
| newstatesman.com | 3 | 0.1% |  |
| jerseyfinance.com | 3 | 0.1% |  |
| getpenfold.com | 3 | 0.1% |  |
| ukfinance.org.uk | 3 | 0.1% |  |
| fundology.uk | 3 | 0.1% |  |
| investinginsiders.co.uk | 3 | 0.1% |  |
| fidelity.co.uk | 3 | 0.1% |  |
| ethicalconsumer.org | 3 | 0.1% |  |
| freedomisntfree.co.uk | 2 | 0.1% |  |
| auditregister.org.uk | 2 | 0.1% |  |
| financialadvisercompare.co.uk | 2 | 0.1% |  |
| tembomoney.com | 2 | 0.1% |  |
| boringmoney.co.uk | 2 | 0.1% |  |
| kiplinger.com | 2 | 0.1% |  |
| thepfs.org | 2 | 0.1% |  |
| sterlingsavvy.co.uk | 2 | 0.1% |  |
| ssga.com | 2 | 0.1% |  |
| goodacreuk.com | 2 | 0.1% |  |
| newsroom.morningstar.com | 2 | 0.1% |  |
| wealthwisereport.com | 2 | 0.1% |  |
| elsonassociates.com | 2 | 0.1% |  |
| calmauthority.ai | 2 | 0.1% |  |
| trinityfinancialgroup.co.uk | 2 | 0.1% |  |
| bordieruk.com | 2 | 0.1% |  |
| investingintheweb.com | 2 | 0.1% |  |
| hpt.group | 2 | 0.1% |  |
| southwestjournal.com | 2 | 0.1% |  |
| copleyfundresearch.com | 2 | 0.1% |  |
| johnanthonysykes.co.uk | 2 | 0.1% |  |
| independentfinancial-advisor.co.uk | 2 | 0.1% |  |
| www2.pamonline.com | 2 | 0.1% |  |
| 2025-fta-top100.ftadviser.com | 2 | 0.1% |  |
| mpindices.com | 2 | 0.1% |  |
| ico.org.uk | 2 | 0.1% |  |
| reba.global | 2 | 0.1% |  |
| group.legalandgeneral.com | 2 | 0.1% |  |
| accountingstack.co.uk | 2 | 0.1% |  |
| capadata.co.uk | 2 | 0.1% |  |
| ukfamilyoffices.com | 2 | 0.1% |  |
| activefamilyoffices.com | 2 | 0.1% |  |
| capa-data.com | 2 | 0.1% |  |
| bankinfouk.com | 2 | 0.1% |  |
| smartmoneypeople.com | 2 | 0.1% |  |
| lpbacked.com | 2 | 0.1% |  |
| tlwsolicitors.co.uk | 2 | 0.1% |  |
| lt.morningstar.com | 2 | 0.1% |  |
| fundcentres.landg.com | 2 | 0.1% |  |
| lgtwm.com | 2 | 0.1% |  |
| fundecomarket.co.uk | 2 | 0.1% |  |
| good-with-money.com | 2 | 0.1% |  |
| templates.demo.sandbanksdigital.com | 2 | 0.1% |  |
| nswm.co.uk | 2 | 0.1% |  |
| businessnewstoday.co.uk | 1 | 0% |  |
| evelyn.com | 1 | 0% |  |
| axis-intelligence.com | 1 | 0% |  |
| agefi.fr | 1 | 0% |  |
| rathbones.com | 1 | 0% |  |
| findawealthmanager.com | 1 | 0% |  |
| execcapital.co.uk | 1 | 0% |  |
| yorkshireaccountancyawards.co.uk | 1 | 0% |  |
| sheffieldhaworth.com | 1 | 0% |  |
| frc.org.uk | 1 | 0% |  |
| adviser-rankings.com | 1 | 0% |  |
| forvismazars.com | 1 | 0% |  |
| revenuebase.ai | 1 | 0% |  |
| yourmoney.com | 1 | 0% |  |
| xero.com | 1 | 0% |  |
| hsbc.co.uk | 1 | 0% |  |
| linkedin.com | 1 | 0% |  |
| warburgpincus.com | 1 | 0% |  |
| accountancyage.com | 1 | 0% |  |
| azets.com | 1 | 0% |  |
| rankings.economy.ac | 1 | 0% |  |
| bdo.co.uk | 1 | 0% |  |
| feeswizard.com | 1 | 0% |  |
| finimize.com | 1 | 0% |  |
| ukplatformawards.co.uk | 1 | 0% |  |
| assets.kpmg.com | 1 | 0% |  |
| clutch.co | 1 | 0% |  |
| archive.ph | 1 | 0% |  |
| nutsaboutmoney.com | 1 | 0% |  |
| imperialchartered.co.uk | 1 | 0% |  |
| investegate.co.uk | 1 | 0% |  |
| ipensionsgroup.com | 1 | 0% |  |
| pensions-ombudsman.org.uk | 1 | 0% |  |
| ifamagazine.com | 1 | 0% |  |
| whito.co.uk | 1 | 0% |  |
| akg.co.uk | 1 | 0% |  |
| eprivateclientexcellenceawards.com | 1 | 0% |  |
| stonekeel.com | 1 | 0% |  |
| financialplanningtoday.co.uk | 1 | 0% |  |
| moneytothemasses.com | 1 | 0% |  |
| content.govdelivery.com | 1 | 0% |  |
| theinvestors.blog | 1 | 0% |  |
| theaccounts.uk | 1 | 0% |  |
| fta100.ftadviser.com | 1 | 0% |  |
| paretofp.co.uk | 1 | 0% |  |
| veste.co.uk | 1 | 0% |  |
| invezz.com | 1 | 0% |  |
| webflow-business.finimize.com | 1 | 0% |  |
| investments.lloydsbank.com | 1 | 0% |  |
| taxadvicenetwork.co.uk | 1 | 0% |  |
| aswatax.co.uk | 1 | 0% |  |
| charteris.co.uk | 1 | 0% |  |
| qa-newcms.trustnet.com | 1 | 0% |  |
| fundinfo.com | 1 | 0% |  |
| goodancestormovement.com | 1 | 0% |  |
| gfmag.com | 1 | 0% |  |
| columbiathreadneedle.com | 1 | 0% |  |
| adviserfinder.org | 1 | 0% |  |
| wrensterling.com | 1 | 0% |  |
| theguardian.com | 1 | 0% |  |
| comparethefirm.co.uk | 1 | 0% |  |
| findanifa.org | 1 | 0% |  |
| arbuthnotlatham.co.uk | 1 | 0% |  |
| beaufortgroup.co.uk | 1 | 0% |  |
| app.qwoted.com | 1 | 0% |  |
| investsmarter.co.uk | 1 | 0% |  |
| nestviews.org.uk | 1 | 0% |  |
| investingreviews.co.uk | 1 | 0% |  |
| find-and-update.company-information.service.gov.uk | 1 | 0% |  |
| lloydsbank.com | 1 | 0% |  |
| thepensionsregulator.gov.uk | 1 | 0% |  |
| go-group.co.uk | 1 | 0% |  |
| company-information.service.gov.uk | 1 | 0% |  |
| cms.trustnet.com | 1 | 0% |  |
| thejockeyclub.co.uk | 1 | 0% |  |
| pistonheads.com | 1 | 0% |  |
| familyofficelist.com | 1 | 0% |  |
| tisa.uk.com | 1 | 0% |  |
| beta.bankofengland.co.uk | 1 | 0% |  |
| pyrfordfp.com | 1 | 0% |  |
| pensionsage.com | 1 | 0% |  |
| diyinvestor.net | 1 | 0% |  |
| janushenderson.com | 1 | 0% |  |
| fundslibrary.co.uk | 1 | 0% |  |
| d8admin.ajbell.co.uk | 1 | 0% |  |
| consultancy.uk | 1 | 0% |  |
| adviser.royallondon.com | 1 | 0% |  |
| blackrock.com | 1 | 0% |  |
| theplanetbrief.com | 1 | 0% |  |

## What works

Page: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#whatworks

### What works?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#whatworks

We compared the SEO and AEO tactics to measure which optimisations move the needle.

Using our proprietary in-house framework for AEO called FEED we measured:

- Freshness
- Entities
- Endpoints
- Distribution

Learn more about our FEED framework: https://typeamedia.net/ai-seo-agency/

### What kind of pages does AI cite?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#intent

Pages: the cited pages with each search intent. Share: out of the 586 cited pages. How the dataset labels a page: the label is what the page is for, read by a model from the page's own text; unknown: no label, because the page had no readable text.

| Page intent | Pages | Share |
| --- | ---: | ---: |
| Informational | 275 | 47% |
| Commercial | 158 | 27% |
| Navigational | 58 | 10% |
| Transactional | 5 | 1% |
| Unknown | 90 | 15% |

- **586** cited pages inspected
- **47%** of cited pages are informational
- **27%** of cited pages are commercial

### Which types of page get cited?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#pagetypes

> **Encyclopaedias, regulators and directories lead the cited pages**
>
> Each cited page was classified by type, and the citations cluster on a small set of sources. 33.4% of the 2174 citations came from 5 of the 243 domains cited. Wikipedia: 41 pages carried 14.1% of citations.
>
> Government regulator: 58 pages carried 7.3% of citations. The most-cited types sit off firms' own sites, so a firm should check the pages about it that it does not publish: directory entries, regulator records, Wikipedia.

Pages: the cited pages of each type, share out of the 586 cited pages. Citations: the citations that point to pages of the type, share out of 2174 citations. 351 of the pages (1194 citations) have no page type yet, so the page-type shares do not add up to 100%.

| Page type | Pages | Share of cited pages | Citations | Share of citations |
| --- | ---: | ---: | ---: | ---: |
| Wikipedia | 41 | 7% | 306 | 14% |
| Government regulator | 58 | 10% | 158 | 7% |
| Directory listing | 17 | 3% | 153 | 7% |
| News article | 11 | 2% | 114 | 5% |
| Firm service page | 36 | 6% | 106 | 5% |
| Forum or UGC post | 52 | 9% | 106 | 5% |
| Review platform profile | 14 | 2% | 29 | 1% |
| Firm blog article | 4 | 1% | 6 | 0% |
| Firm homepage | 2 | 0% | 2 | 0% |

| Schema type | Pages | Share of cited pages | Citations | Share of citations |
| --- | ---: | ---: | ---: | ---: |
| No schema type | 309 | 53% | 1066 | 49% |
| Article | 195 | 33% | 911 | 42% |
| Organization | 48 | 8% | 105 | 5% |
| FAQ | 18 | 3% | 61 | 3% |
| Webpage | 13 | 2% | 27 | 1% |
| Product | 1 | 0% | 2 | 0% |
| Qa or forum | 1 | 0% | 1 | 0% |
| Listing | 1 | 0% | 1 | 0% |

### Do FAQs and schema matter for AEO?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#features

> **Cited pages carry less markup than invisible homepages**
>
> 447 cited pages that named a firm were compared with 86 invisible homepages. Technical markup was commoner on the invisible homepages: Any schema.org markup: held by 58.8% of the cited pages, against 83.7% of the invisible homepages.
>
> FinancialService schema: held by 0.9% of the cited pages, against 12.8% of the invisible homepages. A firm should judge its candidate pages by what they say, not their tags, since the tags did not mark out the cited set.

Each figure: the share of the pages in the pile that have the feature. Cited pages: 447. Uncited comparison pages: 86.

| Feature | Cited pages | Uncited pages |
| --- | ---: | ---: |
| FAQ | 8% | 5% |
| Schema | 59% | 84% |
| Q&A headers | 43% | 78% |

- **59%** of cited pages have schema
- **8%** of cited pages have FAQ schema
- **43%** of cited pages have Q&A style headers

### Does the technical checklist separate visible companies from invisible ones?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#checklist

> **The checklist did not separate named from unnamed**
>
> Register homepages were tested for the standard technical signals. 125 register homepages were checked: 39 of named firms and 86 of firms the answers never named. Any schema.org markup: held by 53.8% of the named firms' homepages, against 83.7% of the unnamed.
>
> FinancialService schema: held by 5.1% of the named firms' homepages, against 12.8% of the unnamed. The markup sat more often on the unnamed firms' homepages, so a firm can stop treating these checks as the route to being named.

Each figure: the share of the homepages that have the feature. 39 homepages of visible companies, 86 of invisible companies. Median words on the homepage: 490 (visible), 662 (invisible). Homepages fetched by 2026-10-16.

| Feature | Visible companies | Invisible companies |
| --- | ---: | ---: |
| Any schema markup | 54% | 84% |
| FAQPage schema | 8% | 5% |
| Review or rating schema | 0% | 0% |
| FinancialService schema | 5% | 13% |
| FAQ text on the page | 10% | 13% |

### Does content length and freshness help with AEO?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#freshness

Where the 447 cited pages sit by length (447 with a measured length) and by freshness (225 carrying a date). Pages: the cited pages in each band. Share: out of the cited pages the band was measured on. A description of the cited pages, not a comparison with uncited ones. Measured on 2026-10-16.

| Length | Pages | Share |
| --- | ---: | ---: |
| Under 800 words | 168 | 38% |
| 800 to 2,000 words | 150 | 34% |
| 2,000+ words | 129 | 29% |

| Freshness | Pages | Share |
| --- | ---: | ---: |
| Updated in 90 days | 100 | 44% |
| Updated in 12 months | 101 | 45% |
| Older than 12 months | 24 | 11% |

- **43%** of cited pages give the answer at the start
- **89%** of dated cited pages were updated in the last 12 months

### Does E-E-A-T help AI identify the author and the business?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#entities

Share of pages with a named author. Cited pages: 447. Uncited comparison pages: 86.

| Pages | Named author |
| --- | ---: |
| Cited | 43% |
| Uncited | 20% |

#### Which organisations and places do the cited pages name?

- **52%** of read cited pages name a company from our list
- **319** read cited pages name a person (9175 different names)
- **496** of 586 cited pages were read for names

Pages: the read cited pages that name the organisation or place. Share: out of the 496 read cited pages. "on our list" marks a company we checked. The dataset lists the top 10 of each.

| Organisation | Pages | Share | Note |
| --- | ---: | ---: | --- |
| FCA | 144 | 29% |  |
| Financial Conduct Authority | 117 | 24% |  |
| Hargreaves Lansdown | 60 | 12% | on our list |
| Vanguard | 57 | 11% |  |
| Evelyn Partners | 56 | 11% | on our list |
| Aviva | 54 | 11% | on our list |
| AJ Bell | 51 | 10% | on our list |
| HSBC | 50 | 10% |  |
| FSCS | 49 | 10% |  |
| Linkedin | 47 | 9% |  |

| Place | Pages | Share |
| --- | ---: | ---: |
| UK | 322 | 65% |
| London | 147 | 30% |
| United Kingdom | 79 | 16% |
| England | 69 | 14% |
| US | 65 | 13% |
| Europe | 60 | 12% |
| Wales | 46 | 9% |
| Edinburgh | 43 | 9% |
| Manchester | 37 | 7% |
| Scotland | 36 | 7% |

### Do backlinks to the page or DR affect AEO results?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#authority

Source: dataforseo, domain rank 0-100 (DataForSEO), backlinks to the exact page, as of 2026-10-16.

Sites: the rated cited sites in each band. Share: out of the 237 rated cited sites.

| Domain rating of the cited site | Sites | Share |
| --- | ---: | ---: |
| DR under 10 | 34 | 14% |
| DR 10 to 50 | 100 | 42% |
| DR over 50 | 103 | 44% |

Pages: the rated cited pages in each band. Share: out of the 586 rated cited pages.

| Backlinks to the cited page | Pages | Share |
| --- | ---: | ---: |
| Under 5 links | 436 | 74% |
| 5 to 20 links | 70 | 12% |
| Over 20 links | 80 | 14% |

### Can a company get recommended without its website showing up?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#recommended

- **54%** of named companies are named without their own domain being cited
- **2%** of named companies have a social profile cited
- **33%** of named companies are mentioned on a review platform

Each share is out of the 43 named companies on our list. How the dataset counts: firm-level: never cited on its own domain in any answer naming it; social and review are any co-citation.

### What does a page AI cites look like?

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#inspection

The most cited page in each group, measured as we captured it, beside pages the answers read but did not cite. The page shows each page's opening text: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#inspection. How the dataset picks the pages: the most-cited cited page per cluster; comparison pages are consulted-but-uncited pages of the same page type and cluster, ranked by how often the answers touched them.

#### Bank, Firm service page: www.hsbc.co.uk/current-accounts/products/private.html/

Captured 2026-10-16. Cited in 1 answer.

The question it was cited for:

- "Which bank in the UK is best for wealth management?"

| Measure | Value |
| --- | --- |
| Words | 697 |
| Schema types | None |
| FAQ schema | No |
| Question headings | 6 |
| Named author | None |
| Headings (H2, H3) | 65, 9 |
| Images | 12 |
| Backlinks to the page | 0 |
| Referring domains | 0 |
| Domain rank | 65 of 100 |

Pages read but not cited, same type and group:

| Page | Words | Schema types | Backlinks to the page | Domain rank |
| --- | --- | --- | --- | --- |
| www.ubs.com/global/en/family-office-uhnw/reports/archive/_jcr_content/mainpar/toplevelgrid/col1/accordionbox/accordionsplit_99154/linklist_971446138_c/link.0383729581.file/PS9jb250ZW50L2RhbS9hc3NldHMvd20vZ2xvYmFsL3VobncvZG9jL2dmby1yZXBvcnQtMjAxNy5wZGY%3D/gfo-report-2017.pdf | Not measured | Not measured | 0 | 73 of 100 |

#### Financial adviser, Firm service page: www.execcapital.co.uk/ranking-top-20-uk-wealth-managers-by-aum/

Captured 2026-10-16. Cited in 1 answer.

The question it was cited for:

- "Who are the top 10 wealth managers in the UK?"

| Measure | Value |
| --- | --- |
| Words | 2342 |
| Schema types | Article, BreadcrumbList, EmploymentAgency, Organization, Person, Place, WebPage, WebSite |
| FAQ schema | No |
| Question headings | 2 |
| Named author | Adrian Lawrence |
| Headings (H2, H3) | 5, 25 |
| Images | 9 |
| Published | 2026-05-20 |
| Last modified | 2026-06-20 |
| Backlinks to the page | 0 |
| Referring domains | 0 |
| Domain rank | 73 of 100 |

Pages read but not cited, same type and group:

| Page | Words | Schema types | Backlinks to the page | Domain rank |
| --- | --- | --- | --- | --- |
| www.ascotlloyd.co.uk/images/StayInTouch/2024/15March/2024-top-rated-adviser-guide.pdf | Not measured | Not measured | 0 | 40 of 100 |
| www.ascotlloyd.co.uk/images/news/VouchedFors-2021-TopRated-Financial-Adviser-Guide.pdf | Not measured | Not measured | 1 | 40 of 100 |
| mycontinuum.co.uk/our-awards/ | 544 | BreadcrumbList, ImageObject, Organization, WebPage, WebSite | 1 | 38 of 100 |

#### Investment platform, Firm service page: www.ajbell.co.uk/sites/ajbell/files/Manager-v-Machine-Dec-H2-2025.pdf

Captured 2026-10-16. Cited in 14 answers.

The question it was cited for:

- "Who are the best performing fund managers in the UK?"

| Measure | Value |
| --- | --- |
| Words | 2541 |
| Schema types | None |
| FAQ schema | No |
| Question headings | 0 |
| Named author | None |
| Headings (H2, H3) | 0, 0 |
| Images | 0 |
| Backlinks to the page | 2 |
| Referring domains | 2 |
| Domain rank | 66 of 100 |

Pages read but not cited, same type and group:

| Page | Words | Schema types | Backlinks to the page | Domain rank |
| --- | --- | --- | --- | --- |
| www.truepotential.co.uk/resource/monthly-summary/ | 528 | None | 0 | 43 of 100 |
| www.ajbell.co.uk/group/news/five-funds-and-their-rising-star-managers-keep-eye | 1206 | None | 0 | 66 of 100 |
| www.ajbell.co.uk/group/news/20-years-isas-fund-managers-there-day-one-and-still-going-strong | 963 | None | 0 | 66 of 100 |

#### Pension provider, Firm service page: www.aviva.co.uk/investments/largest-wealth-provider/

Captured 2026-10-16. Cited in 6 answers.

The questions it was cited for:

- "Who is the biggest wealth management firm in the UK?"
- "Which is the best wealth management company in the UK?"

| Measure | Value |
| --- | --- |
| Words | 578 |
| Schema types | None |
| FAQ schema | No |
| Question headings | 0 |
| Named author | None |
| Headings (H2, H3) | 0, 0 |
| Images | 0 |
| Backlinks to the page | 1 |
| Referring domains | 1 |
| Domain rank | 57 of 100 |

Pages read but not cited, same type and group:

| Page | Words | Schema types | Backlinks to the page | Domain rank |
| --- | --- | --- | --- | --- |
| www.mandg.com/dam/pru/shared/documents/en/IHTB10026.pdf | 10311 | None | 0 | 61 of 100 |
| www.royallondon.com/siteassets/site-docs/contact-and-support/rlplus-fund-performance-update.pdf | 3262 | None | 0 | 56 of 100 |
| adviser.royallondon.com/globalassets/docs/shared/investment/br5p10007-the-sustainable-fund-range-brochure.pdf | 1414 | None | 0 | 43 of 100 |

#### Not on our list, Directory listing: www.unbiased.co.uk/discover/personal-finance/savings-investing/who-are-the-10-best-uk-wealth-management-firms-in-the-uk

Captured 2026-10-16. Cited in 77 answers.

The questions it was cited for:

- "Who are the top 10 wealth managers in the UK?"
- "Who are the top 5 in wealth management?"
- "Which wealth management firm in the UK is considered the best?"
- "Who are the best investment managers in the UK?"
- "Which is the best wealth management company in the UK?"
- "Which bank in the UK is best for wealth management?"

| Measure | Value |
| --- | --- |
| Words | 3833 |
| Schema types | None |
| FAQ schema | No |
| Question headings | 5 |
| Named author | None |
| Headings (H2, H3) | 7, 11 |
| Images | 1 |
| Backlinks to the page | 15 |
| Referring domains | 7 |
| Domain rank | 61 of 100 |

Pages read but not cited, same type and group:

| Page | Words | Schema types | Backlinks to the page | Domain rank |
| --- | --- | --- | --- | --- |
| www.unbiased.co.uk/discover/pensions-retirement/managing-a-pension/how-to-choose-the-best-drawdown-provider-for-you | 3155 | None | 0 | 61 of 100 |
| goodmoneyguide.com/investing/wealth-management/wealth-managers-for-high-net-worth-individuals/ | 1088 | BreadcrumbList, ImageObject, Organization, WebPage, WebSite | 0 | 45 of 100 |
| www.unbiased.co.uk/discover/personal-finance/financial-advice/how-many-financial-advisers-are-there-in-the-uk | 1828 | None | 0 | 61 of 100 |

#### Wealth manager, Firm service page: www.sjp.co.uk/individuals/who-we-are/why-sjp/reviews

Captured 2026-10-16. Cited in 3 answers.

The question it was cited for:

- "What are people saying about St. James's Place in reviews?"

| Measure | Value |
| --- | --- |
| Words | 492 |
| Schema types | BreadcrumbList |
| FAQ schema | No |
| Question headings | 0 |
| Named author | None |
| Headings (H2, H3) | 2, 3 |
| Images | 10 |
| Backlinks to the page | 0 |
| Referring domains | 0 |
| Domain rank | 66 of 100 |

Pages read but not cited, same type and group:

| Page | Words | Schema types | Backlinks to the page | Domain rank |
| --- | --- | --- | --- | --- |
| www.evelyn.com/press-centre/all-press-releases/permira-and-warburg-pincus-agree-to-sell-evelyn-partners-to-natwest/ | 1029 | Article, WebPage | 2 | 61 of 100 |
| www.sjp.co.uk/individuals/who-we-are/why-sjp | 329 | BreadcrumbList | 1 | 66 of 100 |
| www.sjp.co.uk/sites/sjp-corp/files/SJP/reports-presentation/2016/half-year-results-presentation-jul16.pdf | 4824 | None | 0 | 66 of 100 |

This capture records the page at its observation time, not necessarily when the AI answered.

## The data

Page: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#methods

### The data

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#methods

> **Fixed questions, read answer by answer**
>
> The index puts a fixed set of real questions, asked in the voice of distinct client personas, and records only whether a firm's name appeared. 128 questions were asked. 3 samples were taken of each question. 384 answers were analysed.
>
> Nothing here is modelled or estimated: a name either appeared in an answer or it did not. Any firm can rerun a question itself and check the result.

Details on what we measured and our data methodology.

- **384** answers
- **128** questions, 3 samples each
- **132** companies checked
- **gpt-5.1** model

#### Personas

##### The Mass-Affluent Newcomer

- Archetype: Has built modest savings and is deciding whether paying for advice is worth it
- Age: 35-50
- Questions in this voice: 0
- Answers: 54

##### The Pre-Retirement Planner

- Archetype: Has a pension pot and must decide when and how to stop working
- Age: 55-68
- Questions in this voice: 5
- Answers: 69

The questions in this voice:

- What are the top 10 best-performing pension funds?
- Which UK pension funds have performed the best over the last 5 years?
- Who are the top 5 pension providers in the UK?
- Which pension consultants are the best in the UK?
- Which pension scheme has the highest return?

##### The Estate and Inheritance Planner

- Archetype: Wants to pass on an estate to children while minimising inheritance tax
- Age: 60-80
- Questions in this voice: 0
- Answers: 54

##### The High-Net-Worth Client

- Archetype: Has seven figures in investable assets and wants bespoke, discreet management
- Age: 45-70
- Questions in this voice: 5
- Answers: 69

The questions in this voice:

- Who do billionaires use to manage their money?
- What are the biggest family offices in the UK?
- How much money do you need to have a Coutts bank account?
- Where do millionaires bank in the UK?
- What banks have private banking?

##### The DIY Investor Weighing Up Help

- Archetype: Invests through platforms and funds and is deciding whether professional management is worth paying for
- Age: 25-45
- Questions in this voice: 5
- Answers: 69

The questions in this voice:

- Which trading platform is the best in the UK?
- What are the best ethical investment funds in the UK for 2026?
- What is Vanguard's best performing fund in the UK?
- What are the top 10 best funds to invest in in 2026?
- What are the best performing UK funds over the last 5 years?

##### The Dissatisfied Current Client

- Archetype: Already pays an advisor and suspects they are being overcharged or let down
- Age: 40-70
- Questions in this voice: 5
- Answers: 69

The questions in this voice:

- Is St. James Place worth the fees?
- Are St. James Place good financial advisors?
- What are people saying about Lync Wealth Management in their reviews?
- What are people saying about St. James's Place in reviews?
- Should I move my money out of St. James Place?

#### The 18 questions every persona asked

1. Who are the biggest financial advisors in the UK?
2. Which bank in the UK is best for wealth management?
3. Who are the top five financial advisors?
4. Who are the best performing fund managers in the UK?
5. Who are the best performing financial advisors in the UK?
6. Which wealth management firm in the UK is considered the best?
7. Who is the biggest wealth management firm in the UK?
8. Who is the best investment company in the UK?
9. Who are the best investment managers in the UK?
10. Who are the top 10 wealth managers in the UK?
11. Who are the top 5 in wealth management?
12. Which is better, JP Morgan or BlackRock?
13. Who are the top 10 discretionary fund managers in the UK?
14. Which pension providers in the UK are considered the worst?
15. What is the best robo-advisor for beginners?
16. Which is the best wealth management company in the UK?
17. Who is the best accountant in the UK?
18. Who is the most trusted financial advisor?

#### Data methodology

- A company is "named" when an answer names it. We asked each question 3 times and counted every company named in every answer.

## All companies

Page: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#appendix

### Every company we checked

Page section: https://typeamedia.net/reports/ai-visibility-index-wealth-management/uk/#appendix

> **Most rows in the market map stayed unnamed**
>
> The appendix lists every tracked firm, from national brands such as AJ Bell and Royal London to micro firms such as Abbey Wealth. 132 firms were registered in the market map. 43 of the 132 registered firms appeared in the index.
>
> A firm can find its own row and compare itself with named peers of its own size. Ascot Lloyd and Amber River show that smaller firms can appear.

All 132 companies on the list, most mentioned first. DR is the domain rating of the company's own site. Mentions count every time the 384 answers name the company, so one answer can count more than once. The same list as JSON: the `landscape` field of https://agency.typeamedia.net/feeds/avi/wealth-management/uk/q4-2026-v2.

| Company name | Domain | Category | Size | DR | Mentions | Named by AI |
| --- | --- | --- | --- | ---: | ---: | --- |
| Evelyn Partners | evelyn.com | Wealth manager | Regional |  | 144 | Yes |
| Rathbones | rathbones.com | Wealth manager | National |  | 120 | Yes |
| Quilter | quilter.com | Wealth manager | National |  | 98 | Yes |
| St. James's Place | sjp.co.uk | Wealth manager | National |  | 98 | Yes |
| AJ Bell | ajbell.co.uk | Investment platform | National |  | 90 | Yes |
| BlackRock | blackrock.com | Wealth manager | National |  | 68 | Yes |
| Cazenove Capital | cazenovecapital.com | Wealth manager | Micro |  | 66 | Yes |
| LGT Wealth Management | lgtwm.com | Wealth manager | Micro |  | 66 | Yes |
| Hargreaves Lansdown | hl.co.uk | Investment platform | National |  | 65 | Yes |
| Brooks Macdonald | brooksmacdonald.com | Wealth manager | Micro |  | 62 | Yes |
| UBS | ubs.com | Bank | National |  | 57 | Yes |
| NatWest | natwest.com | Bank | National |  | 52 | Yes |
| Charles Stanley | charles-stanley.co.uk | Wealth manager | National |  | 41 | Yes |
| Aviva | aviva.co.uk | Pension provider | National |  | 34 | Yes |
| Moneyfarm | moneyfarm.com | Investment platform | Regional |  | 25 | Yes |
| Saltus | saltus.co.uk | Wealth manager | Regional |  | 22 | Yes |
| Scottish Widows | scottishwidows.co.uk | Pension provider | National |  | 20 | Yes |
| Openwork | theopenworkpartnership.com | Adviser network | Micro |  | 17 | Yes |
| Fairstone | fairstone.co.uk | Adviser network | Micro |  | 13 | Yes |
| Halifax | halifax.co.uk | Bank | National |  | 10 | Yes |
| RBC Wealth Management | rbcwealthmanagement.com | Wealth manager | Regional |  | 9 | Yes |
| Royal London | adviser.royallondon.com | Pension provider | National |  | 8 | Yes |
| Standard Life | standardlife.co.uk | Pension provider | National |  | 7 | Yes |
| Killik & Co | killik.com | Wealth manager | National |  | 6 | Yes |
| Succession Wealth | successionwealth.co.uk | Wealth manager | Micro |  | 6 | Yes |
| Baillie Gifford | bailliegifford.com | Wealth manager | Regional |  | 5 | Yes |
| J M Finn | jmfinn.com | Wealth manager | Micro |  | 5 | Yes |
| True Potential | truepotential.co.uk | Investment platform | Regional |  | 4 | Yes |
| Craven Street Wealth | cravenstreetwealth.com | Wealth manager | Micro |  | 3 | Yes |
| Royal London Asset Management | rlam.com | Wealth manager | Regional |  | 2 | Yes |
| Tembo Money | tembomoney.com | Investment platform | National |  | 2 | Yes |
| The Private Office | theprivateoffice.com | Wealth manager | National |  | 2 | Yes |
| Amber River | amberriver.com | Adviser network | Regional |  | 1 | Yes |
| Ascot Lloyd | ascotlloyd.co.uk | Financial adviser | Micro |  | 1 | Yes |
| Castlefield | castlefield.com | Wealth manager | Micro |  | 1 | Yes |
| Exec Capital | execcapital.co.uk | Financial adviser | Regional |  | 1 | Yes |
| HSBC UK | hsbc.co.uk | Bank | National |  | 1 | Yes |
| PensionBee | pensionbee.com | Pension provider | National |  | 1 | Yes |
| Pyrford Financial Planning | pyrfordfp.com | Financial adviser | Micro |  | 1 | Yes |
| Raymond James | raymondjames.uk.com | Adviser network | Micro |  | 1 | Yes |
| Titan Wealth | titanwh.com | Adviser network | Micro |  | 1 | Yes |
| Utmost | utmost.co.uk | Pension provider | Micro |  | 1 | Yes |
| Wren Sterling | wrensterling.com | Wealth manager | Micro |  | 1 | Yes |
| Abbey Wealth | abbeywealth.com | International adviser | Micro |  | 0 | No |
| Aberdeen Adviser | aberdeenadviser.com | Financial adviser | National |  | 0 | No |
| Abode Financial | abodefinancial.co.uk | Financial adviser | Micro |  | 0 | No |
| Agreus Group | agreusgroup.com | Financial adviser | Micro |  | 0 | No |
| Alan Boswell Group | alanboswell.com | Financial adviser | National |  | 0 | No |
| Ark Wealth Management | arkwm.co.uk | Financial adviser | Micro |  | 0 | No |
| Arnold Hill & Co | arnoldhill.co.uk | Financial adviser | Micro |  | 0 | No |
| Aubrey Capital Management | aubreycm.co.uk | Wealth manager | Micro |  | 0 | No |
| Baggette & Co | baggette.co.uk | Financial adviser | Micro |  | 0 | No |
| Balance Wealth | balancewealth.uk | Financial adviser | Micro |  | 0 | No |
| Blevins Franks | blevinsfranks.com | International adviser | Regional |  | 0 | No |
| Blue Wealth | bluewealth.co.uk | Financial adviser | Micro |  | 0 | No |
| Bluebond | bluebond.co.uk | Financial adviser | Micro |  | 0 | No |
| Bowmore Wealth | bowmorewealth.com | Financial adviser | Micro |  | 0 | No |
| Capital Asset Management | capital.co.uk | Wealth manager | Micro |  | 0 | No |
| Capstone Financial | capstone-financial.co.uk | Financial adviser | Micro |  | 0 | No |
| Charlton House Wealth Management | charltonhousewealthmanagement.co.uk | Wealth manager | Micro |  | 0 | No |
| Chip | getchip.uk | Investment platform | National |  | 0 | No |
| CJ Finance | cjfinance.co.uk | Financial adviser | Micro |  | 0 | No |
| Clarity Wealth | claritywealth.co.uk | Financial adviser | Micro |  | 0 | No |
| Connolly Financial Planning | connollyfp.co.uk | Financial adviser | Micro |  | 0 | No |
| Consilium IFA | consilium-ifa.co.uk | Financial adviser | Micro |  | 0 | No |
| Continuum | mycontinuum.co.uk | Financial adviser | Micro |  | 0 | No |
| Continuum Wealth | continuum-wealth.co.uk | Financial adviser | Micro |  | 0 | No |
| Courtiers | courtiers.co.uk | Wealth manager | Micro |  | 0 | No |
| Creative Planning | creativeplanning.com | Wealth manager | Micro |  | 0 | No |
| Crystal Clear Financial Planning | ccfps.co.uk | Financial adviser | Micro |  | 0 | No |
| Cygnum Capital | cygnumcapital.com | Unknown | Micro |  | 0 | No |
| Davy | davyuk.co.uk | Wealth manager | Micro |  | 0 | No |
| Depledge Strategic Wealth Management | depledgeswm.com | Wealth manager | Micro |  | 0 | No |
| Downing | downing.co.uk | Wealth manager | Micro |  | 0 | No |
| easyMoney | easymoney.com | Investment platform | Micro |  | 0 | No |
| Efficient Portfolio | efficientportfolio.co.uk | Financial adviser | Micro |  | 0 | No |
| Eight Financial Advice | eightfinancialadvice.co.uk | Financial adviser | Micro |  | 0 | No |
| Empire Global | empireglobal.co.uk | International adviser | Micro |  | 0 | No |
| Ethex | ethex.org.uk | Investment platform | Micro |  | 0 | No |
| Evolution Financial Planning | evolutionfinancialplanning.co.uk | Financial adviser | Micro |  | 0 | No |
| Fairtree | fairtree.com | Unknown | Micro |  | 0 | No |
| FC Advice | fcadvice.co.uk | Financial adviser | Micro |  | 0 | No |
| Fiducia Wealth Management | fiduciawealth.co.uk | Wealth manager | Micro |  | 0 | No |
| Financial Advice.net | financialadvice.net | Financial adviser | Regional |  | 0 | No |
| Foresters Friendly Society | forestersfriendlysociety.co.uk | Pension provider | Regional |  | 0 | No |
| Frazer James | frazerjames.co.uk | Financial adviser | Regional |  | 0 | No |
| Hansford Bell | hansfordbell.co.uk | Financial adviser | Micro |  | 0 | No |
| Holborn Assets | holbornassets.com | International adviser | Regional |  | 0 | No |
| Holden & Partners | holden-partners.co.uk | Financial adviser | Micro |  | 0 | No |
| Holder & Combes | holderandcombes.co.uk | Adjacent professional | Micro |  | 0 | No |
| Humboldt Financial | humboldtfinancial.co.uk | Financial adviser | Micro |  | 0 | No |
| Innes Reid | innesreid.co.uk | Financial adviser | Micro |  | 0 | No |
| Just | wearejust.co.uk | Pension provider | Regional |  | 0 | No |
| Kingswood Group | kingswood-group.com | Adviser network | Micro |  | 0 | No |
| Leaf IFA | leafifa.co.uk | Financial adviser | Micro |  | 0 | No |
| Legal & Medical | legalandmedical.co.uk | Financial adviser | Micro |  | 0 | No |
| Legend Financial | legendfinancial.co.uk | Financial adviser | Regional |  | 0 | No |
| Lovewell Blake | lovewell-blake.co.uk | Adjacent professional | Micro |  | 0 | No |
| Lucent Financial Planning | lucentfinancialplanning.co.uk | Financial adviser | Micro |  | 0 | No |
| Lumin Wealth | luminwealth.co.uk | Wealth manager | Micro |  | 0 | No |
| Lumio | yourmoney.lumio-app.com | Investment platform | Micro |  | 0 | No |
| Lyndhurst Financial Management | lyndhurstfm.co.uk | Financial adviser | Micro |  | 0 | No |
| M&G | mandg.com | Pension provider | National |  | 0 | No |
| Mattioli Woods | mattioliwoods.com | Wealth manager | Micro |  | 0 | No |
| Momentum Pensions | momentum.co.uk | Pension provider | Micro |  | 0 | No |
| More Group | moregroup.com | Financial adviser | Micro |  | 0 | No |
| MP Estate Planning | mpestateplanning.uk | Financial adviser | Regional |  | 0 | No |
| My Tribe Insurance | mytribeinsurance.co.uk | Pension provider | Regional |  | 0 | No |
| Nephos Group | nephosgroup.com | Financial adviser | Micro |  | 0 | No |
| OneFourNine Group | onefourninegroup.co.uk | Adviser network | Micro |  | 0 | No |
| Patronus Partners | patronuspartners.com | Financial adviser | Micro |  | 0 | No |
| Penage | pengage.co.uk | Pension provider | Micro |  | 0 | No |
| Pension Tracing Service | pensiontracingservice.com | Pension provider | Micro |  | 0 | No |
| Pensions Advice UK | pensionsadviceuk.com | Pension provider | Micro |  | 0 | No |
| Phoenix Life | phoenixlife.co.uk | Pension provider | Regional |  | 0 | No |
| Piercefield Oliver | piercefieldoliver.com | Financial adviser | Micro |  | 0 | No |
| Pinnacle Wealth | pinnaclewealth.co.uk | Wealth manager | Micro |  | 0 | No |
| Platinum Group | platinumgroup.co.uk | Financial adviser | Micro |  | 0 | No |
| Progeny | theprogenygroup.com | Wealth manager | Micro |  | 0 | No |
| Redwood Financial | redwoodfinancial.co.uk | Financial adviser | Micro |  | 0 | No |
| Reeves IFA | reevesifa.com | Financial adviser | Micro |  | 0 | No |
| Regulated Advice | regulatedadvice.co.uk | Financial adviser | Micro |  | 0 | No |
| Rowan Bank | rowanbank-ltd.co.uk | Bank | Micro |  | 0 | No |
| Simpson Financial Services | simpsonfs.co.uk | Financial adviser | Micro |  | 0 | No |
| Skipton Building Society | skipton.co.uk | Bank | National |  | 0 | No |
| Societe Generale Private Banking | privatebanking.societegenerale.com | Wealth manager | Micro |  | 0 | No |
| Sterling & Law | sterlingandlaw.com | Adjacent professional | Micro |  | 0 | No |
| Titan Wealth International | titanwealthinternational.com | Wealth manager | Regional |  | 0 | No |
| Truly IFA | trulyifa.co.uk | Financial adviser | Micro |  | 0 | No |
| Tyndall Investment Management | tyndallim.co.uk | Wealth manager | Micro |  | 0 | No |
| Wells Associates | wellsassociates.com | Unknown | Micro |  | 0 | No |
| Wesleyan | wesleyan.co.uk | Pension provider | National |  | 0 | No |

## Get this analysis for your own business

Type A Media offers a free analysis of how AI assistants see your business against this industry report. Get your free report and start tracking your prompts for free: https://report.typeamedia.net/free-analysis/start/1?utm_source=typeamedia.net&utm_medium=avi_report&utm_campaign=wealth-management-uk