We put the 10 questions a person in Reigate asks before choosing an independent wealth management adviser — cost, specialism, who to use, how to check them — to Claude, 5 times each, 50 answers in all, and recorded every firm the answers named. 19 firms in Reigate were checked against those answers. 10 of them were named at least once. The rest were not recommended in a single answer. Below are the 7 firms named most often; the others are told their result privately.
| # | Firm | Named in | On questions | Last month | |
|---|---|---|---|---|---|
| 1 | Thurlowe Clarke | 9 of 50 answers | 3 of 10 | first measurement | Your firm? Get its report |
| 2 | Michael Hayes | 8 of 50 answers | 4 of 10 | first measurement | Your firm? Get its report |
| 3 | Concept | 7 of 50 answers | 3 of 10 | first measurement | Your firm? Get its report |
| 4 | Sturdy Edwards | 6 of 50 answers | 3 of 10 | first measurement | Your firm? Get its report |
| 5 | Hyland Financial Planning | 3 of 50 answers | 2 of 10 | first measurement | Your firm? Get its report |
| 6 | RW Financial Results | 3 of 50 answers | 1 of 10 | first measurement | Your firm? Get its report |
| 7 | Perry Monroe | 3 of 50 answers | 1 of 10 | first measurement | Your firm? Get its report |
Firms are ranked by the number of answers that named them, then by how many different questions. The top 7 of the 19 firms checked are listed (the top ten, or the top third, whichever is smaller), plus any firm level with the last one in; a rank number that is skipped belongs to a firm that is not named here: it asked not to be, or the name the assistants used is a trade body, a national chain or a description rather than a local firm. 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.
A further 12 firms were checked and are not listed here: 3 named in at least one answer but below the cut, 9 not named at all. Each has a private report, sent to the firm on request and to nobody else.
Is this your firm? If anything here is wrong, or you would rather your firm were not listed, email hello@aether-agency.co.uk or use the contact form. We acknowledge within two working days, correct a factual error as soon as it is confirmed, and take a firm off the public page on request; the measurement itself is not changed, because it records what the assistants said on the day.
Every independent wealth management adviser we checked 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 Reigate, and this index is re-measured every month, so the change is visible here.