Wealthflow LLP, Edinburgh
Edinburgh-based Wealthflow’s assets under advice, £120 million, and percentage of recurring income, 100%, may have stayed flat, but this is not a firm standing still.
In 2015 it launched a joint venture company with one of Scotland's oldest law firms, forming DMW Asset Management.
The new business will provide cashflow modelling and independent investment advice to families with specialist care needs.
Wealthflow partner Duncan Glassey is also planning to publish a book called How to be Happy and Rich, which he has co-written with Swedish life coach Moa Diseborn.