Aether
AgencyAI Tool
Original data · measured 5 October 2026 · re-measured monthly

Which independent wealth management advisers in Hampshire and west Surrey do AI assistants actually recommend?

We put the 10 questions a person in Hampshire and west Surrey asks before choosing independent wealth management adviser — cost, specialism, who to use, how to check them — to Claude, 3 times each, 30 answers in all, and recorded every firm the answers named. 28 firms in Hampshire and west Surrey were checked against those answers. 5 of them were named at least once. The rest were not recommended in a single answer.

The league table

#FirmNamed inOn questionsYour firm?
1PMW6 of 30 answers2 of 10Your firm? Get its report
2Circle Wealth Partners6 of 30 answers2 of 10Your firm? Get its report
3Trowlock Wealth Management3 of 30 answers1 of 10Your firm? Get its report
4Clarus Wealth2 of 30 answers1 of 10Your firm? Get its report
5Accumulus Consulting1 of 30 answers1 of 10Your firm? Get its report
6HFMC Wealth0 of 30 answers0 of 10Your firm? Get its report
72020 Financial Ltd0 of 30 answers0 of 10Your firm? Get its report
8Bigmore Associates0 of 30 answers0 of 10Your firm? Get its report
9NorthStar0 of 30 answers0 of 10Your firm? Get its report
10S4 Financial0 of 30 answers0 of 10Your firm? Get its report
11AMFA0 of 30 answers0 of 10Your firm? Get its report
12One Financial Solutions0 of 30 answers0 of 10Your firm? Get its report
13Grierson Dickens0 of 30 answers0 of 10Your firm? Get its report
14Peppermint0 of 30 answers0 of 10Your firm? Get its report
15Assured Private Wealth0 of 30 answers0 of 10Your firm? Get its report
16Blyth Wealth Management0 of 30 answers0 of 10Your firm? Get its report
17Northwood Wealth Management0 of 30 answers0 of 10Your firm? Get its report
18Bray Wealth Management0 of 30 answers0 of 10Your firm? Get its report
19Humphries IFA0 of 30 answers0 of 10Your firm? Get its report
20Delaunay Wealth Management0 of 30 answers0 of 10Your firm? Get its report
21Surrey Wealth Ltd0 of 30 answers0 of 10Your firm? Get its report
22Taylormade Financial Planning0 of 30 answers0 of 10Your firm? Get its report
23Protection & Investment Limited0 of 30 answers0 of 10Your firm? Get its report
24Medical Investment & Advisory Services0 of 30 answers0 of 10Your firm? Get its report
253D Financial Planning0 of 30 answers0 of 10Your firm? Get its report
26Altor Wealth Management0 of 30 answers0 of 10Your firm? Get its report
27ABS Financial Planning0 of 30 answers0 of 10Your firm? Get its report
28Citywide Financial Partners0 of 30 answers0 of 10Your firm? Get its report

Firms are ranked by the number of answers that named them, then by how many different questions. The assistants do not give identical answers twice, so a difference of one or two mentions is noise; being named on questions a rival is absent from is not.

The questions we asked

  1. Which independent financial advisers in Woking do retirement planning and pensions?
  2. Which independent financial advisers in Hampshire and west Surrey offer ongoing retirement and investment planning to individuals?
  3. I'm 58 near Farnham and want to know if I can retire at 62. Which financial planner should I speak to?
  4. Which financial planners in Camberley advise on pension drawdown and tax-efficient income in retirement?
  5. Which financial advisers in Woking give independent advice on investing a lump sum?
  6. I have just sold my business in Woking and need advice on investing the proceeds. Who should I see?
  7. Which wealth managers in Hampshire and west Surrey manage investment portfolios for private clients?
  8. Which financial planners in Camberley help with inheritance tax and estate planning?
  9. Which independent advisers in Farnham help with pensions, ISAs and long-term financial planning for families?
  10. Which financial advisers near Camberley review pensions and investments and plan retirement income?

How this was measured

  • Date: 5 October 2026. This is one day, not a trend; the index is re-measured monthly.
  • Sample: 10 questions × 1 assistant × 3 runs = 30 answers. 28 firms checked.
  • Assistants used: Claude (Anthropic’s Sonnet model, through its API, with web search). Answers from these programming interfaces can differ from what the consumer apps show.
  • Counting: a firm is counted when its name appears in an answer. Names are picked out of the answer text automatically, then matched to the firm list.
  • Limits: the assistants vary between runs, so small gaps are noise. Firms that were not named may still be recommended by an assistant or a question we did not ask. National chains are left off the list.

Is your firm on this list?

Every firm above has a private report: which answers named it, which rivals were named instead, whether its website can be read by the assistants, and the three things that would change the result. We work with one independent wealth management adviser in Hampshire and west Surrey, and this index is re-measured every month, so the change is visible here.

Request your firm’s report