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
UK Autumn Budget 2025
26th November 2025
Today, Chancellor Rachel Reeves announced one of the most closely-watched Autumn Budgets in recent memory....
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...
FCA Puts Crypto Back On The Cards
15th October 2025
In January 2021, the FCA banned the sale of cryptocurrency Exchange Traded Notes (ETNs) to retail investors....
Home, Sweet Home
03rd October 2025
Why do funds so often favour investments close to home? This tendency, which is called a home bias, occurs...
Will You Get Your Payback?
22nd September 2025
A surprising reaction. On 27th August this year, US chipmaker NVIDIA1 published its second-quarter financial...
Why Do Investors Make Low Odds Decisions?
22nd August 2025
Active fund managers are investors who prefer to do something rather than do nothing. Instead of simply...
July 2025 Economic and Market Report
05th August 2025
In July, UK consumer prices rose by 3.6% in the year to June, up from 3.4% the month prior. Transport...
Investing When Headlines Are Severe
11th July 2025
Over the last few years, we have seen some very concerning headlines. Here are just a few examples
June 2025 Economic and Market Report
07th July 2025
In June, it was reported that UK consumer prices rose by 3.4% in the 12 months to May, down from 3.5%...
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