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Financial Advice Companies in the UK: 10,685 Active Firms (2026)
Financial advice companies in the UK provide planning, investment and wealth advisory services to households, business owners and institutions.
Buying centres tend to sit with household wealth teams, owner-manager clients, SME finance leads and institutional committees rather than a neatly defined software-style budget holder. Engagements are relationship-led: suitability assessment, portfolio oversight, retirement and protection planning, tax-aware structuring and, for corporate finance work, transaction advice. The sell is usually trust, permissions and continuity, not a discrete report. Mid-market providers often blend recurring service agreements with project work, while smaller practices focus on ongoing planning relationships for families, business owners and high-net-worth clients.
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Across the UK, 10,685 financial advice firms are actively trading, giving researchers a sizeable base of adviser-led practices, wealth managers and transaction advisers to segment. Reported headcount totals 868 people. Scale is uneven: 70 firms sit above £5M in turnover, while 2,375 have been incorporated since 2022. That combination points to a long tail of small advisory practices, a narrower mid-market layer and a recent intake of firms testing specialist client propositions.
Regulated advice gives the sector a sharper boundary than adjacent accountancy, tax planning or unregulated research. Firms selling investment, pension or protection advice need a client-suitability process, portfolio oversight discipline and a clear split between advice, arranging and execution-only activity. Corporate finance advisory work has a different cadence, with project-based mandates and transaction risk, but still depends on documented recommendations and conflicts management. For market mapping, the practical line is usually whether the firm is giving advice that clients can rely on, rather than merely producing commentary or administration.
The cohort appears likely to split further between relationship-heavy local practices and advice businesses with repeatable central processes. Smaller firms tend to retain clients through personal adviser continuity, while scaled operators need process discipline around suitability, portfolio governance and recurring reviews. Recent formation suggests continued experimentation in niches such as pension support, protection-led advice and owner-manager planning, but the scarcity of higher-turnover firms points to a sector where scaling remains difficult. Consolidation may therefore be more about acquiring adviser books and compliance capacity than chasing volume for its own sake.
10,685
Active firms
2026
70
Over £5M
Companies above the revenue threshold
2,375
Since 2022
Recent incorporations
Key facts
About 1% of the trading cohort reports turnover above £5M (70 of 10,685 firms) — the rest sits below that revenue band.
22% of the cohort was incorporated since 2022 (2,375 firms), so a sizeable share is in its first few filing cycles.
Financial advice firms provide planning, investment and wealth advisory services to households, business owners and institutions.
The sector sits between clients and financial product providers, turning portfolio selection, retirement planning and wider wealth decisions into an advice-led service.
Fragmentation means scale tends to vary by service model, with some firms built around adviser capacity and others around larger service platforms.
Top UK Financial Advice companies
PROSDOCIMI LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance advisory, capital raising and brokerage services. Offers sales trading and trade execution in equities, derivatives, fixed income and foreign exchange, and provides wealth…
Serves professional financial clients, including hedge funds, long-only institutions, family offices, wealth management firms and high-net-worth or professional individuals.
Financial Health
StrongStrong · Growing · 0% CAGR over 4y
Location
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance advisory services to entrepreneurs, management teams and investors. Advises on raising debt and equity capital, mergers and acquisitions, share sales, and company exits,…
Serves entrepreneurs, company management teams and investors worldwide, typically involved in £10m-£300m transactions across all industry sectors.
Financial Health
HealthyHealthy
Location
Cavendish of London Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance and investment banking services including mergers and acquisitions advisory, equity capital markets fundraising, debt advisory, IPO support, and strategic advice to public…
Targets ambitious UK public and private companies, entrepreneurs, founders and management teams across sectors, including firms preparing for fundraising, acquisitions, exits, IPOs or debt financing.
Financial Health
StableStable · Hiring · 18% CAGR over 4y
Location
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides corporate finance advisory, corporate broking, and research services focused on small‑cap and growth companies. Assists businesses with fundraising, connecting with investors, and preparing…
Serves ambitious SMEs and UK small-cap or mid-cap companies, including AIM and AQSE-listed or listing businesses, seeking engagement with growth capital investors and public market support.
Financial Health
WeakWeak · -13% CAGR over 2y
Location
Institutional Investment Advisors Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides investment consulting, financial advice and risk management guidance to pension fund trustees, financial institutions and corporate clients, and arranges investments on their behalf as an…
Serves FCA-defined Professional Clients, including pension fund trustees, financial institutions and corporate clients; not retail clients.
Financial Health
StrongStrong · Profitable · 26% CAGR over 3y
Location
CORBETT KEELING LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance advisory services to private company owners, including business sales, capital raising and acquisitions. Advises on transactions, identifies buyers and investors, and…
Serves owners of privately owned UK companies valued £10m-£150m, particularly in consumer, financial services, healthcare, industrials, support services and tech/media/telecoms.
Financial Health
StrongStrong · Growing, Hiring · 12% CAGR over 4y
Location
RICKITT MITCHELL & PARTNERS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance and mergers and acquisitions advisory services to mid‑market businesses and shareholders. Advises on company sales, acquisitions, investment and private equity…
Serves high-growth UK mid-market businesses, their owners/shareholders and management teams, as well as private equity investors, with an international buyer and investor reach.
Financial Health
StableStable · -66% CAGR over 4y
Location
Alinea Advisory Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides corporate finance advisory services to SME and mid‑market business owners, including company sales, acquisitions, management buy‑outs and buy‑ins, business valuations, investment raising,…
Serves SME owners, shareholders and management teams at mid-market companies seeking support with company sales, acquisitions, buy-outs, valuations, investment and growth.
Financial Health
WeakWeak · 0% CAGR over 2y
Location
Polestar CF LLP
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides corporate finance advisory services to private businesses and shareholders, including mergers and acquisitions advice, company sale and exit support, management buyouts, and assistance…
Serves shareholders, owners and management teams of mid-market private businesses, particularly in sustainability, software/media/technology, business services, manufacturing/distribution, and…
Financial Health
WeakWeak · 0% CAGR over 2y
Location
SUN GLOBAL INVESTMENTS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides investment advisory, securities trading, wealth management and corporate finance services. Advises institutional investors on asset allocation, emerging markets and risk management, and…
Serves institutional clients, investors and corporates needing investment advisory, securities trading, wealth management and corporate finance support, including buyers focused on developed and…
Financial Health
DistressedDistressed · -8% CAGR over 4y
Location
CLAIRFIELD LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance advisory services to mid-market companies, including mergers and acquisitions advisory, debt and capital raising advice, business valuations, restructuring support, and…
Serves mid-market and mid-cap businesses, founders, family owners, corporate buyers and sellers, and private equity investors across business services, consumer, energy, healthcare, industrials and…
Financial Health
StrongStrong · Growing, Hiring · 7% CAGR over 5y
Location
EUROPA PARTNERS SERVICES LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides strategic and financial advisory services as an independent investment bank, specialising in public and private mergers and acquisitions. Advises corporate clients and investors on…
Serves corporate clients, business owners, boards and investors seeking independent investment banking advice on public and private M&A transactions.
Financial Health
HealthyHealthy · Hiring · 37% CAGR over 4y
Location
CARBON CORPORATE FINANCE LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance advisory services to business owners, specialising in the sale of privately held companies. Supports entrepreneurs through mergers and acquisitions processes, including…
Serves UK entrepreneurs, founders and owner-managers preparing to sell privately owned companies, typically in mid-market transactions valued between £10 million and £100 million.
Financial Health
StrongStrong · Growing, Hiring · 19% CAGR over 4y
Location
HILTON SMYTHE LIMITED
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance and exit advisory services to SME owners, including company valuations, exit planning, mergers and acquisitions advisory, business sales, management buyouts, and arranging…
Serves owner-managed SMEs and entrepreneurs seeking to sell, buy or finance businesses, with particular focus on shareholders and management teams in sectors including industrial manufacturing,…
Financial Health
WeakWeak · -22% CAGR over 4y
Location
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsProvides corporate finance advisory services including mergers and acquisitions advice, fundraising support, and transaction services. Conducts financial and vendor due diligence, financial…
Serves entrepreneurial mid-market businesses, business owners, management teams, corporates, private equity investors and acquirers across sectors including technology, healthcare, manufacturing,…
Financial Health
HealthyHealthy · Hiring · 20% CAGR over 1y
Location
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsProvides investment management and corporate finance advisory services. Activities include managing client investment portfolios and advising businesses on transactions, capital raising, and other…
Serves businesses needing corporate finance advisory support and investors seeking investment management, addressing a B2B and investor-focused financial services market rather than a consumer retail…
Financial Health
DistressedDistressed · -29% CAGR over 1y
Location
AMBROSIA CAPITAL LIMITED
Trajectory
2y · 2020–NowFinancial sub-scores
Computed from 2 filingsProvides investment banking, capital markets advisory and brokerage services. Offers discretionary wealth and asset management, trading and settlement with global market execution, and deal advisory…
Serves institutional investors, corporates and project sponsors, primarily connected to Greece, alongside wealth management clients seeking advisory, execution, custody and trading access across…
Financial Health
StrongStrong · Profitable, Growing · 0% CAGR over 1y
Location
CASTLE CORPORATE FINANCE LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance advisory services to owner‑managed businesses, including advising on selling and acquiring companies, raising finance, and structuring management buyouts and employee…
Serves B2B owner-managed businesses and owner-managers across the UK, particularly shareholders and management teams planning acquisitions, company sales, growth funding, management buyouts or…
Financial Health
WeakWeak · Hiring · 7% CAGR over 4y
Location
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides corporate finance and investment banking services including mergers and acquisitions advisory, fundraising, and arranging debt and equity financing. Advises companies on strategic…
Serves corporate clients across sectors and geographies, including businesses seeking fundraising, debt or equity capital, strategic partnerships, and M&A support.
Financial Health
WeakWeak · 0% CAGR over 2y
Location
ZELIG CAPITAL PARTNERS LIMITED
Trajectory
2y · 2023–NowFinancial sub-scores
Computed from 2 filingsProvides corporate finance and strategic advisory services to financial technology companies, including mergers and acquisitions advice, fundraising support, and guidance on growth,…
Serves high-growth FinTech companies worldwide, from early institutional funding through exit or IPO, including B2B and B2C firms in banking, capital markets, insurance, investment and wealth…
Financial Health
DistressedDistressed
Location
SPARK ADVISORY PARTNERS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent corporate finance advisory services to private and public companies, including capital raising, IPO support, mergers and acquisitions advice, strategic financial guidance, and…
Serves private and publicly listed companies seeking corporate finance support, including businesses pursuing IPOs, capital raises, M&A transactions, or regulatory sponsor and nominated adviser…
Financial Health
HealthyHealthy · Hiring · 8% CAGR over 4y
Location
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides independent corporate finance and capital markets advisory services, including mergers and acquisitions advice, equity capital markets support, asset management, and transaction execution…
Serves businesses and investors seeking independent corporate finance, M&A, equity capital markets and asset management advice, particularly in gaming, technology, consumer and healthcare sectors,…
Financial Health
StableStable · Profitable · -14% CAGR over 3y
Location
BAMBURGH CAPITAL LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance advisory services to private and public companies and investors, including strategic advice, capital raising, mergers and acquisitions, business sales and acquisitions, and…
Serves business owners, boards and investors across the UK and internationally, from start-ups and scale-ups to established SMEs, private companies and listed businesses.
Financial Health
StrongStrong · Growing, Hiring · 11% CAGR over 4y
Location
Linchpin IFM Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent investment governance, strategy and implementation advice to institutional investors such as pension schemes, charities and endowments. Also acts as a fund placement and…
Serves institutional investors, including public pension schemes, charities and endowments, and works with long-only, private equity, real estate and hedge fund managers.
Financial Health
StrongStrong · Profitable, Growing, Hiring · 22% CAGR over 2y
Location
CAVU CORPORATE FINANCE LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance advisory services including company sales, acquisitions, management buy-outs and buy-ins, private equity and development capital raising, debt advisory, and exit planning,…
Serves business owners, shareholders and management teams of SMEs and larger companies, plus private equity investors and corporate acquirers involved in M&A transactions.
Financial Health
StableStable · -67% CAGR over 4y
Location
DEAN STREET ADVISERS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance advisory services including mergers and acquisitions advice on buy‑side and sell‑side transactions, and capital raising through debt, mezzanine and equity. Works with…
Targets private equity firms, management teams and business owners across sectors in the UK market, particularly those involved in acquisitions, disposals, financing or capital-raising transactions.
Financial Health
StrongStrong · Hiring · 3% CAGR over 4y
Location
CASTLE SQUARE CORPORATE FINANCE LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance advisory services including company acquisitions and disposals, mergers and acquisitions support, management buy-outs and buy-ins, fundraising, development capital and…
Serves UK business owners, shareholders and management teams seeking acquisitions, company sales, buy-outs/buy-ins, growth funding, refinancing, valuations or employee ownership transitions.
Financial Health
StrongStrong · Growing, Hiring · 9% CAGR over 4y
Location
Morphose Ltd
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance and M&A advisory services, including debt and equity fundraising, acquisitions, trade sales and management buyouts. Advises companies on securing investment, structuring…
Targets UK business owners, founders and management teams at growth companies, including firms scaling operations, entering new markets, pursuing acquisitions or planning private equity, trade sale…
Financial Health
StrongStrong · Growing, Hiring · 6% CAGR over 4y
Location
ASHCOMBE ADVISERS LLP
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent corporate finance advisory services, advising companies and investors on mergers and acquisitions, capital raising, and strategic transactions, with sector focus on financial…
Serves businesses, owners and investors in financial services, consumer, technology and business services sectors, primarily B2B clients involved in corporate transactions.
Financial Health
StrongStrong · Growing, Hiring · 12% CAGR over 4y
Location
WYVERN PARTNERS GROUP LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance and strategic advisory services to companies, shareholders, management teams and private equity investors, including advice on mergers and acquisitions, business sales,…
Serves founders, management teams, shareholders, companies and private equity investors across sectors and deal sizes, including clients in trust and fund administration, real estate and…
Financial Health
WeakWeak · -4% CAGR over 4y
Location
CONTINUUM ADVISORY PARTNERS LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides corporate finance advisory services focused on financial services, financial technology and professional services companies. Advises on mergers and acquisitions, buy‑side and sell‑side…
Serves B2B clients across Europe: financial services, professional services and fintech companies, as well as private equity investors, entrepreneurs, boards and shareholders.
Financial Health
HealthyHealthy · Hiring · 41% CAGR over 2y
Location
Bishopsgate Corporate Finance Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance and mergers and acquisitions advisory services. Advises owner‑managed and mid‑market businesses on company sales, acquisitions, management buyouts, private equity…
Serves owner-managers, entrepreneurs and mid-market privately owned businesses seeking advice on exits, acquisitions, private equity transactions, management buy-outs and fundraising, including…
Financial Health
StrongStrong · Growing, Hiring · 21% CAGR over 4y
Location
WATERSHEDS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance advisory services to business owners and management teams, including company sales and acquisitions, management buyouts and buy-ins, and fundraising. Supports deal…
Serves business owners, management teams, acquisitive companies and experienced executives seeking acquisitions, disposals, MBOs, MBIs or fundraising across multiple sectors.
Financial Health
StrongStrong · Growing, Hiring · 7% CAGR over 4y
Location
M LATIF & COMPANY LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides investment banking services including mergers and acquisitions advisory, corporate finance, and strategic advisory. Works with corporates, financial services firms, institutional investors,…
Serves corporates, financial services firms, institutional clients, governments and family offices across Europe, Africa and the Middle East.
Financial Health
StableStable · -58% CAGR over 4y
Location
Dow Schofield Watts Transaction Services (London) LLP
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance and transaction advisory services including due diligence, deal advisory, debt advisory and business recovery. Supports business acquisitions, sales, fundraising and…
Serves owner-managed businesses in the UK, along with intermediaries, private equity firms and lenders. Targets entrepreneurs and owner-managers seeking transaction, advisory, tax, legal and recovery…
Financial Health
StrongStrong · Hiring · 19% CAGR over 4y
Location
Trajectory
3y · 2022–NowFinancial sub-scores
Computed from 3 filingsProvides financial services including project finance, securitization, fund management, trade finance, and mergers and acquisitions advisory. Also offers financial consulting and investment advisory…
Serves large global businesses, international corporations, governments and non-profits across sectors including infrastructure, energy, real estate, healthcare, mining, agriculture, technology and…
Financial Health
HealthyHealthy
Location
Floreat Holding Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides investment and financial advisory services for professional investors and institutional clients. Offers merchant banking, investment structuring, and access to private market opportunities…
Serves professional investors and institutional clients, including organisations and qualifying investors that require regulated financial services; does not present itself as targeting retail…
Financial Health
WeakWeak
Location
Green Square Associates Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance and strategic advisory services to shareholders and management of marketing, media and marketing technology businesses, including mergers and acquisitions advice,…
Serves shareholders and management teams of independent media, marketing communications and marketing technology businesses, typically with enterprise values of £10m-£50m.
Financial Health
StrongStrong · Growing, Hiring · 14% CAGR over 4y
Location
CRAIG CORPORATE LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance and strategic advisory services to businesses, including support with fundraising, acquisitions, ownership transitions, and financial structuring. Works with management…
Serves business owners, shareholders, management teams and corporate leaders seeking support with raising finance, acquisitions, investment and succession. Targets established private companies,…
Financial Health
StableStable · 0% CAGR over 4y
Location
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance advisory for mid‑market companies, including mergers and acquisitions advisory, debt and equity capital raising, and investment structuring, supporting cross‑border…
Serves corporate middle-market companies and entrepreneurs in Europe, particularly those involved in cross-border transactions and EUR 20–100 million funding or acquisition processes.
Financial Health
HealthyHealthy · Hiring · 19% CAGR over 4y
Location
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides corporate finance advisory services for small to mid-cap transactions, including mergers and acquisitions, divestments, capital raising, debt financing, and business valuations. Advises…
Targets corporate companies, financial investors and business owners involved in small to mid-cap transactions, including owners of family businesses and firms seeking capital, buyers or exits.
Financial Health
WeakWeak · -11% CAGR over 2y
Location
MOMENTUM CORPORATE FINANCE LLP
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides corporate finance advisory services including management buyout advice, company sale processes, and acquisition support. Advises management teams and companies on mergers and acquisitions,…
Serves management teams, owner-managers, financial institutions, listed companies and private businesses involved in company sales, acquisitions, buyouts and investment transactions.
Financial Health
StableStable · Hiring · 10% CAGR over 2y
Location
VSA CAPITAL LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides investment banking and corporate broking services including financial advisory, capital raising, strategic advisory, valuations, sales and research, and investor relations support for…
Serves public and private companies in natural resources, transitional energy and TMT, including mining, oil and gas, battery supply chain, fintech, ecommerce, software and advanced engineering…
Financial Health
WeakWeak · -10% CAGR over 2y
Location
ADES FINANCE LLP
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial advisory and wealth management services, including investment strategy development, portfolio management, asset monetization, and project financing support for individual and…
Serves individuals seeking wealth management and institutional clients in corporate and money management, with customers described as worldwide.
Financial Health
StableStable
Location
CORTUS TS LLP
Trajectory
2y · 2023–NowFinancial sub-scores
Computed from 2 filingsProvides corporate finance and transaction advisory services including financial due diligence, mergers and acquisitions support, financial modelling, turnaround and restructuring advice, and value…
Serves private equity firms, investment funds, corporate acquirers and business owners or management teams involved in acquisitions, exits, refinancing or turnaround situations across the deal…
Financial Health
StableStable · Hiring · 20% CAGR over 1y
Location
Entrepreneurs Hub Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides mergers and acquisitions advisory services to SME business owners. Supports preparation, valuation, marketing, and negotiation for business sales and acquisitions, and connects companies…
Serves UK SME business owners across varied sectors, especially companies with £500k-£5m+ profit and £5m-£50m enterprise value, who are preparing for sale, exit, growth, or acquisition.
Financial Health
StableStable · Hiring · 10% CAGR over 2y
Location
EIGHT ADVISORY UK LIMITED
Trajectory
5y · 2019–NowFinancial sub-scores
Computed from 5 filingsProvides financial, operational and strategic consulting to companies and investors, including transaction support, financial due diligence, valuation and modelling, restructuring and turnaround…
Serves companies and investors, including private equity and corporate finance teams, across sectors such as healthcare, technology, real estate, infrastructure, retail, financial services and…
Financial Health
StableStable · -43% CAGR over 6y
Location
ABG Corporate Finance LLP
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance advisory services to lower and mid‑market businesses, advising on company sales, acquisitions and investment transactions. Supports deal processes including buyer or…
Serves lower to mid-market businesses, owner-managers and management teams seeking corporate transactions, typically involving £5m-£75m deal values, across multiple sectors.
Financial Health
StrongStrong · Hiring · 36% CAGR over 4y
Location
TH Global Capital Advisors Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides investment banking and corporate finance advisory services, including sell-side and buy-side mergers and acquisitions, growth advisory, growth equity and debt advisory. Focuses on…
Serves B2B companies and financial sponsors in tech services, software/SaaS, BPM, consulting, healthcare, life sciences, fintech and financial services.
Financial Health
WeakWeak · Hiring · 93% CAGR over 2y
Location
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How UK Financial Advice companies work and how to sell to them
What they do
Revenue usually comes from a blend of initial planning charges, implementation fees, subscription-like retainers and ongoing service fees linked to assets or agreed review work. Protection-led practices may receive commission-style income where permitted, while corporate finance advisers often price around retainers and completion-related fees, so cashflow depends on mandate timing. Their product is adviser judgement wrapped in process: fact-finding, suitability evidence, portfolio review, client reporting and relationship management. Software matters operationally, but clients are paying for accountable recommendations rather than access to a platform.
Who they sell to
Clients range from households approaching retirement to owner-managed businesses, SME finance leads, high-net-worth families and institutional committees. Private client work is usually sold to an individual, couple or family office; business advice tends to involve an owner-manager, finance director or board; institutional work may involve trustees and investment committees. Direct referrals carry more weight than self-serve procurement. Simpler pension or protection cases can convert after several meetings, while wealth-management transfers and corporate finance mandates tend to involve due diligence, fee comparison and longer trust-building before appointment.
What they buy
Most financial advice firms tend to spend on systems and services that reduce adviser administration, evidence suitability and keep client contact organised. Common categories include CRM, client onboarding, identity checks, suitability workflow, cashflow modelling, portfolio monitoring, billing and fee reconciliation, document management, secure messaging, e-signature and call recording. They also buy compliance consultancy, professional indemnity cover, accountancy, legal support, paraplanning, recruitment, training, lead generation, content marketing, cloud hosting, cybersecurity and data backup. Larger practices are more likely to care about integrations between advice, portfolio and finance operations; smaller firms often prioritise tools that save adviser time without forcing a major process change.
Why and how to sell to them
Buying intent often appears when a practice acquires adviser books, hires advisers or paraplanners, changes senior management, adds a new advice niche, prepares for a regulatory review, or moves from founder-led operations to a centralised support model. Pain points tend to be adviser capacity, slow onboarding, review backlogs, duplicated client records, audit evidence and the cost of retaining clients after transfer. Outbound usually lands better when it is tied to a specific operational problem. Angles around fewer manual review steps, clearer evidence packs, lower rekeying and steadier client contact are easier to test than broad claims about growth.
How this list is built
Data sources
This list is built from UK Companies House filings, XBRL accounts data, and semantic analysis of each company's public website. Revenue and headcount figures come from the most recent filed accounts; where the company has not filed, values are estimated using a model trained on filed history and peer benchmarks and are labelled as estimates.
Classification
Rather than relying solely on SIC codes, Firmbase classifies each company semantically: the company's website is crawled, an AI model reads what the company actually sells, and the company is placed into the relevant industry and subsectors. SIC codes are used as one signal but not the only one. This means a company that registered under a generic SIC code but pivoted into (for example) fintech is correctly identified as fintech, not as its original SIC category.
Freshness
The underlying company data is refreshed from Companies House continuously; filings appear in the list within days of submission. The curated list ordering is regenerated when the underlying data moves meaningfully (company count changes by more than 5%, a new company enters the top-ranked segment, or the filed-revenue numbers for the top firms change). You can see the last-updated timestamp near the top of the page.
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