The Fry Group
The Fry Group is a UK Chartered financial advisory firm serving high net worth individuals, business owners and expatriates with integrated financial planning, tax, legal, asset management and HR services across 20 offices in the UK, Brussels, Dubai, Singapore and Hong Kong.
- Company typePrivate
- Founded1898
- HeadquartersLondon, United Kingdom
- Headcount101–250
- GTM typeB2C
- OfferingServices
What The Fry Group does
The Fry Group is a UK-headquartered financial advisory firm founded in 1898, offering an integrated suite of services spanning financial planning, tax advice, private and corporate legal services, asset management, HR consultancy, and expat-focused advice. The firm is one of the UK's largest Chartered financial planning firms, serving high net worth individuals and families (primary), business owners, and expatriates, and was named Chartered Financial Planning Firm of the Year at the PFS Awards 2025 and listed among the Financial Times Top 100 Financial Advisers. Operations are delivered through 20 office locations: 16 across the UK (including London, Edinburgh, Manchester, Leeds, Cambridge and others) and four international offices in Brussels, Dubai, Singapore and Hong Kong to support cross-border client needs.
The firm's core technology is the Connected Financial Thinking Platform, an integrated advisory system that links cashflow modelling, client portal functionality, and multi-disciplinary service delivery across financial planning, tax, property, HR, investment management and legal services. The platform supports the firm's central proposition of joined-up advice rather than fragmented point solutions, enabling clients to access financial planners, lawyers, tax specialists and asset managers through a single relationship. The firm is FCA-regulated (Progeny Wealth Limited, ref 116460; Progeny Asset Management Limited, ref 740528) and SRA-authorised, with headcount of 101-250 employees.
Revenue is generated through a mix of fee-based financial planning and advisory services for individuals and families, alongside asset-based or fee-for-service wealth management on managed client assets. Pricing is bespoke and quote-based on annual billing cadence, reflecting the personalised nature of HNW advisory work. The firm operates a direct, sales-led go-to-market model via its regional office network, with client acquisition driven by referrals, thought leadership content, and initial consultations. In 2025/26, The Fry Group was acquired by Progeny (The Progeny Group Limited), consolidating it into the UK's integrated multi-disciplinary financial services platform.
The Fry Group firmographics
Firmographics- Name
- The Fry Group
- Website
- https://thefrygroup.co.uk
- Company type
- Private
- Founded year
- 1898
- Operating status
- Acquired
- Headcount range
- 101–250 employees
- Short description
- The Fry Group is a UK Chartered financial advisory firm serving high net worth individuals, business owners and expatriates with integrated financial planning, tax, legal, asset management and HR services across 20 offices in the UK, Brussels, Dubai, Singapore and Hong Kong.
- Ownership category
- akta.pro rank
The Fry Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Business Owner & Executive Financial Planning (FSAEAAAO), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
Keywords
Where The Fry Group is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices20 records
Markets served
The Fry Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Planning Advisory Fees: Fee-based financial planning and advisory services to individuals and families
- Wealth Management: Investment management and wealth management services, typically asset-based or fee-for-service
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Bespoke advisory services - pricing varies by client needs and complexity |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels3 records
The Fry Group product offering
Product offeringCore offering
The Fry Group provides integrated financial advisory services combining independent financial planning, investment management, tax, legal, and HR services for high net worth individuals, families, business owners, and expatriates. The firm delivers bespoke advice through a Connected Financial Thinking model where financial planners, lawyers, tax specialists, and asset managers collaborate on shared client goals, supported by cashflow modelling and a client portal.
Product overview
The Fry Group (now part of Progeny) offers a unified multi-disciplinary financial services platform bringing together independent financial planning, investment management, tax, property, HR, and legal services. The core offering is organized around interconnected service lines: Financial Planning, Tax Advice, Private Legal Services, Corporate Legal Services, Asset Management, HR Services, and Expat Services. The company operates on a Connected Financial Thinking model where financial planners work alongside expert lawyers, tax specialists, and asset managers to deliver integrated advice. Services are available across multiple regions including the UK, Belgium, Dubai, Singapore, and Hong Kong.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
Companies that use The Fry Group
Customer profileSegments3 records
Ideal customer profiles3 records
The Fry Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
The Fry Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- ProgenyintegrationThe Fry Group team has joined Progeny, becoming part of the UK's only firm bringing together independent financial planning, investment management, tax, property, HR and legal services in one place.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
The Fry Group competitors and assessment
Company assessmentDirect peers
- Blevins Franks: Specialist in expatriate financial planning, tax and wealth management for UK expats in Europe and beyond — directly comparable to Fry's expat and international investment management offering.
- Brewin Dolphin (now RBC Brewin Dolphin): UK wealth manager providing investment management and financial planning to HNW individuals, charities, and intermediaries — directly comparable in target market and service mix.
- Rathbones Group: UK-listed wealth manager serving HNW individuals, families, and charities with investment management and financial planning services, overlapping significantly with Fry's core offering.
- Evelyn Partners: UK-based integrated professional services firm offering wealth management, tax, legal and financial planning — a near-direct competitor to Fry's multi-disciplinary 'Connected Financial Thinking' model.
- Killik & Co: London-headquartered private client investment and financial planning firm serving HNW individuals and families, with comparable bespoke advisory service model.
- Charles Stanley: UK wealth manager providing investment management, financial planning and advisory services to private clients — directly comparable in HNW focus and multi-office UK distribution.
- St. James's Place: UK's largest wealth manager focused on HNW and mass-affluent clients through an adviser network; directly comparable to The Fry Group's HNW financial planning and wealth management proposition.
- Quilter: UK wealth manager with a national adviser footprint offering financial planning, investment management and platform services to HNW and mass-affluent clients.
- Hoxton Capital Management: UK-based expat-focused financial advisory firm with international offices, overlapping directly with Fry's expat services and cross-border planning capabilities.
- Tilney Smith & Williamson: UK wealth and professional services firm combining investment management, tax, and financial planning — comparable integrated proposition to Fry's advisory platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
The Fry Group social profiles
Digital presenceThe Fry Group compliance and trust
Trust signalCompliance4 records
The Fry Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Fry Group leadership team
Management profileNumber of profiles
Profiles1 record
The Fry Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Fry Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Fry Group
What does The Fry Group do?
The Fry Group provides integrated financial advisory services combining independent financial planning, investment management, tax, legal, and HR services for high net worth individuals, families, business owners, and expatriates. The firm delivers bespoke advice through a Connected Financial Thinking model where financial planners, lawyers, tax specialists, and asset managers collaborate on shared client goals, supported by cashflow modelling and a client portal.
Is The Fry Group a public or private company?
The Fry Group is a private company. It is classified as corporate owned and is currently acquired.
When was The Fry Group founded?
The Fry Group was founded in 1898. It employs 101 to 250 people.
Where is The Fry Group based?
The Fry Group is headquartered in London, United Kingdom, in the Europe region.
How does The Fry Group make money?
Two revenue lines are on record. Financial Planning Advisory Fees are the primary driver. The others are wealth Management.
Who are The Fry Group's main competitors?
Direct peers on record are Blevins Franks, Brewin Dolphin (now RBC Brewin Dolphin), Rathbones Group, Evelyn Partners, Killik & Co, Charles Stanley, St. James's Place, Quilter, Hoxton Capital Management and Tilney Smith & Williamson.
Does The Fry Group have an API?
No public API is recorded for The Fry Group.
What industry is The Fry Group in?
The Fry Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers. Its NAICS code is 523940 and its SIC code is 6282.