2007
Fundhouse
Founded
£0
Received in Fees From Funds We Rate
16 Years
Average Investment Team Experience
450
Funds Reviewed in 2023
98%
Model Portfolio Client Enquiries Replied to on The Same Day in 2023
£1.8bn
Model Portfolio Assets Under Management
Portfolios Available to You
- Institutional-grade investment solutions
- Direct access to the investment team
- Portfolios with clear views
- Low-cost
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 2024 Review
03rd December 2024
It is hard to think of another year, like 2024, when headlines were this heavy. Yet markets powered on...
Fund Research 2024 Review
27th November 2024
This report is based on our unbiased fund research. We look back on what has been a difficult year for...
October 2024 Economic and Market Report
04th November 2024
In October, we learned that consumer price inflation in the UK had dropped to 1.7% in the last 12 months,...
UK Autumn Budget 2024
30th October 2024
In the buildup to Labour’s first UK Budget for 14 years, it was widely expected that Chancellor Rachel...
September 2024 Economic and Market Report
04th October 2024
In September, we learned that consumer prices in the UK rose by 2.2% in the 12 months to August – the...
Emerging Markets In Focus
02nd October 2024
Emerging markets experienced a remarkable surge in September, climbing over 7% in dollar terms, marking...
August 2024 Economic and Market Report
02nd September 2024
In August, we learned that consumer prices in the UK rose by 2.2% in the 12 months to July – up from...
Variable Yields and the Need for a Stable Income
28th August 2024
In March 2024, the FCA concluded a thematic review (TR24/1) into retirement income advice. Interestingly,...
July 2024 Economic and Market Report
08th August 2024
In July, we learned that consumer prices in the UK rose by 2.0% in the 12 months to June
Recent Market Volatility and Model Portfolio Positioning
05th August 2024
You will have likely woken up to the news that global stock markets have fallen sharply.
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