Fundhouse at a Glance
As at 31 January 2025
Fundhouse Founded
2007
Recieved 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
Are We in a Stock Market Bubble?
14th February 2025
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January 2025 Economic and Market Report
05th February 2025
In January, we learned that consumer prices in the UK rose by 2.5% in the 12 months to December; a number...
Tech Turbulence: AI Disruptors
27th January 2025
On Monday, Nvidia experienced a sharp decline of 16.9%. The sell off happened on the back of news that...
Understanding Gilt Yields
10th January 2025
Gilt yields have recently been the subject of news interest. But, looking through the noise, are gilts...
December 2024 Economic and Market Report
06th January 2025
In December, we learned that consumer prices in the UK rose by 2.6% in the 12 months to November, up...
Financial Services Industry 2024 Review
12th December 2024
This report draws on our independent fund research and in-depth insights into the financial services...
November 2024 Economic and Market Report
06th December 2024
In November, we learned that consumer prices in the UK rose by 2.3% in the 12 months to October, up from...
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,...
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