Fundhouse at a Glance
As at 30 April 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
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%...
Is Now a Bad Time to be Invested?
02nd July 2025
Staying invested through periods of political and economic uncertainty can be challenging.
Does the UK Economy Power the UK Stock Market?
19th June 2025
You may wonder whether the performance of UK stock market has a relationship with the UK economy
Why Unbiased Fund Ratings Matter
11th June 2025
As you may know, we deliver fund manager research and ratings to the UK wealth market.
May 2025 Economic and Market Report
02nd June 2025
In May, we learned that UK consumer prices had risen by 3.5% over the 12 months to April, up from 2.6%...
Is Gold a Good Insurance Policy?
22nd May 2025
Gold has performed well over the last year and can, at times, reduce overall portfolio risk by providing...
Central Banks, Inflation and the Recession Tug of War
08th May 2025
Yesterday, the Federal Reserve held interest rates steady at 4.25% to 4.50%, maintaining the level set...
Headlines Change Every Day
06th May 2025
In our recent article, we explore how markets have responded to a series of dramatic headlines - from...
April 2025 Economic and Market Report
05th May 2025
In April, we learned that UK consumer prices had risen by 2.6% over the 12 months to March, down from...
Navigating Tariffs and Market Volatility
09th April 2025
It is important to note a few things when faced with these sorts of headlines. First, markets have done...
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