Connor Broadley listed in Citywire’s NMA Top 100 firms for 2026

We’re delighted to have been selected again for Citywire’s New Model Adviser list of Top 100 financial planning firms 2026, 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 19TH OCTOBER 2026

by Jack Gilbert, New Model Adviser Editor

It is my pleasure to welcome you to Citywire New Model Adviser’s Top 100 for 2026, our annual list celebrating the leading financial planning firms across the UK.

Every year we see applications from high-quality businesses, but this year the bar seemed higher than ever. From adviser qualifications and charity work to significant improvements in tech stacks, it was wonderful to see developments at a truly fantastic set of firms. At a time when the rapid adoption of AI is posing questions about the future of advice, it is brilliant to see so many longstanding firms embracing these tools and continuing to excel.

While our list is not the be-all and end-all—as some firms do not apply and others just missed out—it provides a snapshot of the value these businesses offer their clients. To accurately reflect changing dynamics in the market, we refreshed our methodology for the first time in many years, adjusting our point weightings to select the 100 best firms in the country.

Connor Broadley

Connor Broadley holds CII chartered status and approaches its 20th anniversary in 2027.

The business expects its assets under advice to reach over £930m in 2026 and oversees client wealth through an in-house investment management team.

Connor Broadley has adopted various technologies and AI tools, including Saturn, Microsoft Copilot and Scribe, to improve meeting workflows, compliance checks and expedite internal processes.

The firm provides educational support through monthly CIO investment letters, one-to-one, 30-minute clinics for corporate client employees, and sessions tailored for clients’ children.

It also offers an annual summer intern programme for sixth form and university age students, with an opportunity to learn about finance, the industry and career pathways.

Charities Connor Broadley supports include Action Medical Research, Imperial Health Charity and Samaritans.