Fundhouse at a Glance
October 2025
Fundhouse Founded
2007
Received in Fees From Funds We Rate
£
0
Independent
100
%
MPS Assets Under Management
£
0
bn
Model Portfolios Available to You
- Independent and unbiased
- Institutional-grade asset allocation
- Award-winning fund research
- Proven long-term track record
- Low-cost
- Transparent and clear investment views
- Evidence-driven
- Exceptional client service
- Direct access to our experienced investment team
Setting The Bar For Independence
Where You Can Find Our Portfolios
Adviser Testimonials
Head of Fund Research, UK Wealth Sector
Fundhouse’s approach to manager research is both comprehensive and insightful...
Hocketts – UK Independent Financial Advisers
I have known the team at Fundhouse for over ten years, and since the start...
Timothy James & Partners – UK Independent Financial Advisers
The team at Fundhouse have been a great support to our firm over...
Courtney Havers – UK Independent Financial Advisers
When we were reviewing Model Portfolio Service providers, apart from offering
Cove Financial Planning – UK Independent Financial Advisers
The Fundhouse Model Portfolio Service impresses with its foundation in thorough...
Head of Investment Proposition, Large UK IFA network
We have been meaningfully engaged with the team at Fundhouse since mid-2022, subsequently...
CEO of a UK Wealth Manager ACD
Fundhouse stands out in an industry dominated by large, multi-national groups delivering highly commoditised...
Head of Proposition, UK Building Society
We have worked with Fundhouse for eight years, initially utilising their fund research expertise and
Latest Market Insights
Market Headlines 2025 Review
22nd December 2025
2025 delivered another year of record highs – but it didn’t come quietly. Global equities climbed to...
Fund Research 2025 Review
16th December 2025
This report is based on our independent, unbiased fund research and explores key themes across the fund...
Defining The Difference
08th December 2025
Elements of ESG investing have existed for a long time. Traditional approaches mostly used and continue...
November 2025 Economic and Market Report
03rd December 2025
In November, we learned that UK consumer prices rose by 3.6% in the year to October, down from September.
Investors...
Behavioural Coaching - What's All The Fuss?
02nd December 2025
Investor behaviour determines investment returns. The emergence of behavioural coaching as a key value-add...
UK Autumn Budget 2025
26th November 2025
Today, Chancellor Rachel Reeves announced one of the most closely-watched Autumn Budgets in recent memory....
AI Headlines Rise
20th November 2025
In recent weeks, you may have seen headlines about a potential market bubble in the so-called “Magnificent...
October 2025 Economic and Market Report
03rd November 2025
In October, we learned that UK consumer prices rose by 3.8% in the year to September, unchanged from...
The Value Of Human Financial Advice
31st October 2025
We are living in a changing world, and the jury is still out on the full impact of technological transformation...
Rare Earth Metals, Why All The Fuss?
17th October 2025
The US equity market declined late last week, following news that Donald Trump intends to impose additional
tariffs...
Our Awards
FT Financial Adviser Service Awards Five Star Winner: Discretionary Fund Manager
2024
Winner: MPS Comparator Balanced Category 5 Year Performance: Fundhouse Responsible Global Growth Model Portfolio
2024
Highly Commended: MPS Comparator Balanced Category 5 Year Performance: Fundhouse Responsible Global Balanced Model Portfolio
2024
Winner: Investment Consultancy of the Year, MoneyAge Wealth & Asset Management Awards
2024
Finalist: Best Model Portfolio Service, Professional Adviser Awards
2024
Winner: Investment Provider of the Year, 2plan IFA Network
2024
Finalist: Best Ratings/Research Service for Advisers, Professional Adviser Awards
2023
Finalist: Best Ratings/Research Service for Advisers, Professional Adviser Awards
2023
Finalist: Best Ratings/Research Service for Advisers, Professional Adviser Awards
2021
Finalist: Best Ratings/Research Service for Advisers, Professional Adviser Awards
2020
Finalist: Best Ratings/Research Service for Advisers, Professional Adviser Awards
2019
Winner: Best Overall Investment Research Service Investment Week Awards
2018
Winner: Best Ratings/Research Service for Advisers, Professional Adviser Awards
2017
Winner: Best Independent Research Service 2016 Investment Week Awards
2016
Winner: Best Ratings & Research Service Investment Week Awards
2016