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Financial Advisory Companies in Aberdeen: 37 Active Firms (2026)
Financial advisory companies provide planning, investment and corporate finance guidance to clients across Aberdeen.
Buying centres usually sit with owner-managers, family balance sheets, finance directors and trustees rather than central procurement teams. Engagements are relationship-led: periodic planning reviews, portfolio monitoring, pension and protection work, or transaction mandates around fundraising, succession and exits. The customer mix skews local and regional, with some UK-wide specialist reach, and sales cycles tend to depend on referral networks, professional-services introductions and proof of regulated permissions. Revenue is usually recurring where planning or wealth management is retained, while corporate finance and insurance work can be more episodic and success-fee or commission linked.
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Aberdeen has 37 actively trading financial advisory companies in this list, so the local market is small enough for practice-by-practice review rather than statistical sampling. 10 were incorporated since 2022, pointing to continued formation alongside established advisory practices, while one reports turnover above £5M. Reported employment totals 39 people. That footprint fits a market led by specialist practices and small advisory teams, rather than a deep pool of multi-office advisory groups.
Permissioned activity matters more than a generic advisory label in this market. Firms offering regulated investment advice, pension work or insurance distribution need the right authorisations, adviser competence, suitability processes and complaint-handling arrangements; corporate finance mandates can sit under different permissions from ongoing wealth management. Aberdeen's mix of local personal clients, owner-managed businesses and transaction work also makes referral channels important, especially where accountants, solicitors or lenders introduce clients. For researchers, revenue comparisons need to distinguish retained planning fees from commission, insurance broking income and transaction-linked corporate finance receipts.
Aberdeen's advisory base appears likely to remain relationship-led, with referrals and professional introductions carrying more weight than high-volume digital acquisition. The cohort has a visible layer of newer practices, but scale-up scarcity suggests consolidation, succession deals and adviser recruitment may matter more than a wave of standalone expansion. Regulatory pressure also tends to favour firms with repeatable suitability, disclosure and monitoring processes, so smaller practices may seek networks, shared compliance support or selective mergers. Corporate finance specialists should remain more cyclical, tied to local business confidence and deal flow.
37
Active firms
2026
1
Above £5M
Revenue threshold
10
Recent incorporations
Since 2022
Key facts
About 2% of the trading cohort reports turnover above £5M (1 of 37 firms) — the rest sits below that revenue band.
27% of the cohort was incorporated since 2022 (10 firms), so a sizeable share is in its first few filing cycles.
Aberdeen advisory work spans personal wealth planning, investment guidance and corporate finance for local clients.
Client relationships tend to favour proximity, sector familiarity and continuity, particularly where owner-managed businesses and personal wealth overlap.
The local market appears relatively concentrated, with a small number of larger advisory practices and a longer tail of compact firms.
Top Aberdeen Financial Advisory companies
AAB
Provides audit and assurance, accounting, tax and payroll services alongside corporate finance, restructuring and insolvency support. Offers business advisory, HR consulting, ESG reporting and…
Serves businesses across professional services, construction, energy, food and drink, healthcare, hospitality, manufacturing and TMT, plus family-owned firms, charities, education bodies, public…
Location
AAB BUSINESS SERVICES LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides accounting and business advisory services including audit and assurance, tax compliance and planning, payroll, corporate finance, HR consultancy, restructuring and insolvency support, ESG…
Serves businesses of varying sizes, public sector bodies, charities, education providers, family businesses and high-net-worth individuals across sectors including property, energy, food and drink,…
Financial Health
StableStable
Location
ANCHOR WEALTH CONSULTING LTD
Trajectory
1y · 2024–NowFinancial Health
Insufficient historyInsufficient history
Location
Mardan Consulting Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong · Growing, Hiring · 7% CAGR over 4y
Location
ACUITY20 LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed
Location
HALLFOREST CONSULTING LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StrongStrong · Growing · 0% CAGR over 2y
Location
WILKIE ACCOUNTANTS LTD
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
DistressedDistressed
Location
HAY494 Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
L.A.B CONSULTING LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
SB CFO SUPPORT SERVICES LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
WeakWeak · 0% CAGR over 2y
Location
ABERCALWAT CONSULTING LIMITED
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
RIVER OAKS CORPORATE SERVICES LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
CRUNCH ACCOUNTANCY LIMITED
Trajectory
3y · 2024–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
HealthyHealthy · 0% CAGR over 2y
Location
Caledonian Global Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides corporate consulting and financial advisory services, including arranging commercial lending, real estate finance, and funding for high‑net‑worth transactions. Supports businesses and…
Serves entrepreneurs, investors, businesses and ultra-high-net-worth clients seeking strategic advisory, commercial finance, real estate finance and support for acquisitions, portfolio expansion and…
Financial Health
StableStable · -5% CAGR over 2y
Location
BALMOOR INVESTMENTS LTD.
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides outsourced CFO services and corporate finance advisory, including capital raising, financial modelling, business planning, and support for transactions such as mergers, acquisitions, IPOs,…
Serves founders, boards and management teams of growth companies, listed businesses and investment-backed groups, particularly in real estate, renewables, technology, resources, engineering, pharma…
Financial Health
StableStable · -13% CAGR over 3y
Location
David Wm Reynolds Consultancy Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StrongStrong
Location
Market Trading Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StrongStrong
Location
FPD HOLDINGS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · -71% CAGR over 4y
Location
Chapelton Wealth Management Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StableStable
Location
KILRYMONT SERVICES LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StableStable · -86% CAGR over 2y
Location
CELA CONSULTING LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · 0% CAGR over 4y
Location
Base Drum Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong · 0% CAGR over 2y
Location
Buchan Wealth Management Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · -66% CAGR over 4y
Location
JIT SOLUTIONS AND SERVICES LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
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How Aberdeen Financial Advisory companies work and how to sell to them
What they do
Financial advisory practices in Aberdeen earn from a mix of ongoing planning fees, assets-under-advice charges, pension and protection commissions, retainers for business clients, and transaction fees on corporate finance mandates. The service is usually advice-led rather than product-led: discovery meetings, suitability reports, portfolio reviews, pension consolidation, insurance placement, succession planning and deal preparation. Pricing often follows the client relationship. Private-client wealth work tends to be retained and review-based, while fundraising, sale mandates and insurance introductions may be project-priced, commission-linked or contingent on completion. For suppliers, revenue quality varies by book composition and regulatory permission, not just by headcount.
Who they sell to
Typical clients include high-net-worth households, directors of owner-managed businesses, trustees, finance directors, and local companies preparing for funding, protection, pension or succession decisions. Most new work comes through referrals from accountants, solicitors, lenders and existing clients, with direct outbound less central than reputation and professional introductions. Consumer wealth decisions may close after several meetings because suitability, risk profiling and disclosure have to be documented. Corporate advisory work is more episodic, often driven by a transaction timetable, lender request or shareholder event. Procurement is usually informal for smaller clients, while larger employers and trustee groups may compare advisers through a short proposal process.
What they buy
Most Aberdeen advisory firms tend to spend on systems that reduce adviser admin and evidence suitability: CRM, client portals, document management, financial planning tools, portfolio reporting, anti-money laundering checks, e-signature, call recording and complaints tracking. Compliance support, paraplanning, professional indemnity cover, cyber security, accountancy, legal advice and recruitment are also regular buying categories. Corporate finance practices may buy research databases, valuation support, secure deal rooms and marketing services aimed at owner-managed businesses. Smaller firms usually prefer subscription pricing that can scale with adviser numbers or client count, and they are likely to scrutinise implementation effort because fee earners have limited time away from client work.
Why and how to sell to them
Buying intent often appears when an advice book grows faster than the back office, when advisers join or leave, when a practice changes network or compliance support, or when FCA expectations make manual files harder to defend. Other triggers include succession planning, acquisition talks, a move into corporate finance, or a higher share of clients wanting digital access to reports and documents. Outbound messaging tends to land better when it names the operating constraint: less rekeying between systems, clearer audit trails, faster review preparation, lower compliance rework, or support for recruiting and retaining qualified advisers. Generic productivity claims are easy to ignore in this market.
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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Frequently asked questions
How many financial advisory companies are there in Aberdeen?
What counts as a financial advisory company in this list?
Which are the largest financial advisory companies in Aberdeen?
What do financial advisory companies in Aberdeen actually do?
How does Aberdeen financial advisory compare internationally?
How is this list built and how fresh is the data?
How big are the typical financial advisory companies in Aberdeen?
Are these mostly new or established financial advisory companies?
What SIC codes does this use?
What buying signals should I look for?
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