Connor Broadley listed in Citywire’s NMA Top 100 firms for 2025

We’re delighted to have been selected again for Citywire’s New Model Adviser list of Top 100 financial planning firms 2025, and to see that our continued commitment to delivering a strong personal service resonated with the judges. Below is the introduction from NMA and their summary of why we were selected.

THIS ARTICLE WAS ORIGINALLY PUBLISHED BY NEW MODEL ADVISER ON 10^TH NOVEMBER 2025

by Jack Gilbert, New Model Adviser Editor

It is my pleasure to introduce Citywire New Model Adviser’s Top 100 firms for 2025.

Every year we have some quality businesses apply but this year the bar seemed much higher.

From adviser qualifications to charity work, it was wonderful to see developments at a truly fantastic set of firms. Technology was a big theme in 2025, with so many advice firms improving their tech stack and many adopting AI.

Our list is not the be-all and end-all; some firms don’t apply, while others just missed out.

However, using metrics designed by AKG, we have looked at a snapshot of the value firms offer their clients to select 100 of the best firms in the country.

Connor Broadley

Based in London’s Mayfair, Connor Broadley has expanded rapidly, driven mainly by word-of-mouth endorsements, to reach £700m in assets under advice.

The firm, founded and led by James Connor and Peter Broadley, strives to host ‘unexpected, engaging and entertaining events’ for both existing and prospective clients.

This year, Connor Broadley began an informal networking club of other advice business owners interested in succession planning options other than selling to private equity-backed consolidators.

‘Finding a solution that works for all parties – founders, employees and clients – is ultimately our objective,’ the firm said.

Other developments have seen the business expand its use of AI tools to save time and enable the planning team to focus on looking after clients.