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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

Company
Sales readinessHow strongly each company matches this list’s ideal-customer profile. An AI model assesses what each company does (from its website), its sector and size, and scores its overall fit 0–100. Companies are listed highest score first, so the best-fit prospects appear at the top.
Turnover
Employees
Growth (yoy)Year-on-year change in UK headcount, from filed accounts.
Financial healthComposite 0–100 score from recent XBRL filings (profitability, net assets, liquidity, cash, headcount). Bands: Strong, Healthy, Stable, Weak, Distressed.
Location

AAB

Accounting & AuditManagement ConsultingWealth Management
6 employeesInc. 2018AberdeenCH SO306316
aab.uk
What does AAB do?

Provides audit and assurance, accounting, tax and payroll services alongside corporate finance, restructuring and insolvency support. Offers business advisory, HR consulting, ESG reporting and…

Who does AAB sell to?

Serves businesses across professional services, construction, energy, food and drink, healthcare, hospitality, manufacturing and TMT, plus family-owned firms, charities, education bodies, public…

Key contacts (1)
DS
Derek Stephen Mair
Llp Member
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Company vitals
UK Headcount
6
UK Revenue
£24.9kEstimate
Founded
8 years ago
Since Feb 2018
HQ
Aberdeen

Location

Map of Aberdeen
Kingshill View, Kingswells Causeway Prime Four Business Park, Kingswells
Aberdeen, AB15 8PU
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AAB BUSINESS SERVICES LIMITED

AAB
Accounting & AuditManagement ConsultingWealth Management
Inc. 2021AberdeenCH SC713613
aab.uk

Trajectory

3y · 2023–Now
No headcount data filed

Financial sub-scores

Computed from 3 filings
Net assets40 / 100
What does AAB BUSINESS SERVICES LIMITED do?

Provides accounting and business advisory services including audit and assurance, tax compliance and planning, payroll, corporate finance, HR consultancy, restructuring and insolvency support, ESG…

Who does AAB BUSINESS SERVICES LIMITED sell to?

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,…

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Company vitals
UK Headcount
0
UK Revenue
£0Estimate
Founded
4 years ago
Since Oct 2021
HQ
Aberdeen
Financial health
40

Financial Health

Stable

Stable

Location

Map of Aberdeen
Kingshill View Kingswells Causeway, Prime Four Business Park, Kingswells
Aberdeen, AB15 8PU
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ANCHOR WEALTH CONSULTING LTD

Anchor Wealth Consulting
Asset ManagementManagement Consulting
2 employeesInc. 2023AberdeenCH SC786236

Trajectory

1y · 2024–Now
Key contacts (2)
RM
Rory Matheson
Director
MM
Margaret McIntosh
Director
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Company vitals
UK Headcount
2
UK Revenue
£42.6kEstimate
Founded
2 years ago
Since Oct 2023
HQ
Aberdeen
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of Aberdeen
4-10 Thistle Street
Aberdeen, AB10 1XZ
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Mardan Consulting Ltd

Mardan Consulting
Management Consulting
4 employeesInc. 2020AberdeenCH SC653710

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount83 / 100
Key contacts (2)
DA
Daniella Alessia Ghini
Director
MD
Marco Dante Ghini
Director
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Company vitals
UK Headcount
4
UK Revenue
£146.8kEstimate
Founded
6 years ago
Since Feb 2020
HQ
Aberdeen
Financial health
95

Financial Health

Strong

Strong · Growing, Hiring · 7% CAGR over 4y

GrowingHiring

Location

Map of Aberdeen
51a Fonthill Road
Aberdeen, AB11 6UG
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ACUITY20 LIMITED

Acuity20
Management Consulting
Inc. 2019AberdeenCH SC635372

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Headcount0 / 100
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Company vitals
UK Headcount
0
UK Revenue
£6.5kEstimate
Founded
6 years ago
Since Jul 2019
HQ
Aberdeen
Financial health
0

Financial Health

Distressed

Distressed

Financial distress

Location

Map of Aberdeen
20 Woodlands Crescent, Cults
Aberdeen, AB15 9DH
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HALLFOREST CONSULTING LIMITED

Hallforest Consulting
Management Consulting
1 employeesInc. 2018AberdeenCH SC606831

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
Cash87 / 100
Headcount40 / 100
Key contacts (1)
SA
Scott Allan Taylor
Director
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Company vitals
UK Headcount
1
UK Revenue
£34.2kEstimate
Founded
7 years ago
Since Aug 2018
HQ
Aberdeen
Financial health
80

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

Map of Aberdeen
6 & 7 Queens Terrace
Aberdeen, AB10 1XL
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WILKIE ACCOUNTANTS LTD

Wilkie Accountants
Accounting & AuditManagement Consulting
1 employeesInc. 2023AberdeenCH SC781288

Trajectory

2y · 2024–Now

Financial sub-scores

Computed from 2 filings
Net assets0 / 100
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Company vitals
UK Headcount
1
UK Revenue
£0Estimate
Founded
2 years ago
Since Sep 2023
HQ
Aberdeen
Financial health
0

Financial Health

Distressed

Distressed

Financial distressTechnical insolvency

Location

Map of Aberdeen
14a Prospect Terrace, 14a Prospect Terrace
Aberdeen, AB11 7TD
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HAY494 Limited

HAY494
Management Consulting
1 employeesInc. 2011Balgownie Road, Bridge of DON, AberdeenCH SC396307

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Headcount40 / 100
Key contacts (1)
HJ
Helen June Hay
Director
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Company vitals
UK Headcount
1
UK Revenue
£16.6kEstimate
Founded
15 years ago
Since Mar 2011
HQ
Balgownie Road, Bridge of DON, Aberdeen
Financial health
40

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Map of Balgownie Road, Bridge of DON, Aberdeen
Bill Smith Accountants Unit B5, Davidson House, Campus 1, Aberdeen Innovation Park
Balgownie Road, Bridge Of Don, Aberdeen, AB22 8GT
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L.A.B CONSULTING LTD

L.A.B Consulting
Management Consulting
1 employeesInc. 2014Ballater, AberdeenshireCH SC493521

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets25 / 100
Headcount40 / 100
Key contacts (1)
LA
Lisa Anne Burnett
Director
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Company vitals
UK Headcount
1
UK Revenue
£14.4k
Founded
11 years ago
Since Dec 2014
HQ
Ballater, Aberdeenshire
Financial health
30

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

Map of Ballater, Aberdeenshire
Tighnadarroch, Old Line Road
Ballater, Aberdeenshire, AB35 5UT
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SB CFO SUPPORT SERVICES LIMITED

SB CFO Support Services
Management Consulting
1 employeesInc. 2022Peterculter, AberdeenshireCH SC728960

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets37 / 100
Headcount40 / 100
Key contacts (1)
DH
Dianne Helen Bannerman
Director
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Company vitals
UK Headcount
1
UK Revenue
£26.3kEstimate
Founded
4 years ago
Since Apr 2022
HQ
Peterculter, Aberdeenshire
Financial health
38

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

Map of Peterculter, Aberdeenshire
31 School Crescent
Peterculter, Aberdeenshire, AB14 0QJ
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ABERCALWAT CONSULTING LIMITED

Abercalwat Consulting
Management Consulting
2 employeesInc. 2024AberdeenCH SC799035

Trajectory

1y · 2025–Now
Key contacts (1)
CE
Christopher Edward Milne Watson
Director
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Company vitals
UK Headcount
2
UK Revenue
£35.2kEstimate
Founded
2 years ago
Since Feb 2024
HQ
Aberdeen
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of Aberdeen
13 Golfview Road, Bieldside
Aberdeen, AB15 9AA
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RIVER OAKS CORPORATE SERVICES LIMITED

River Oaks Corporate Services
Management Consulting
3 employeesInc. 2012AberdeenCH SC436532

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Cash100 / 100
Headcount40 / 100
Key contacts (1)
RG
Richard Gordon Morrice
Director
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Company vitals
UK Headcount
3
UK Revenue
£226.9kEstimate
Founded
13 years ago
Since Nov 2012
HQ
Aberdeen
Financial health
70

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

Map of Aberdeen
Brodies House, 31 - 33 Union Grove
Aberdeen, AB10 6SD
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CRUNCH ACCOUNTANCY LIMITED

Crunch Accountancy
Accounting & AuditManagement Consulting
1 employeesInc. 2022AberdeenCH SC752473

Trajectory

3y · 2024–Now

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
Headcount40 / 100
Key contacts (1)
LM
Lauren Mairi McGaw
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£8.7kEstimate
Founded
3 years ago
Since Dec 2022
HQ
Aberdeen
Financial health
78

Financial Health

Healthy

Healthy · 0% CAGR over 2y

Location

Map of Aberdeen
15 Denview Wynd, Kingswells
Aberdeen, AB15 8PF
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Caledonian Global Ltd

Caledonian Global Group
Management ConsultingWealth Management
9 employeesInc. 2014Peterhead, AberdeenshireCH SC473317
caledonianglobalgroup.com

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets83 / 100
Cash0 / 100
Headcount30 / 100
What does Caledonian Global Ltd do?

Provides corporate consulting and financial advisory services, including arranging commercial lending, real estate finance, and funding for high‑net‑worth transactions. Supports businesses and…

Who does Caledonian Global Ltd sell to?

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…

Key contacts (1)
PR
Paul Rabey
Director
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Company vitals
UK Headcount
9
UK Revenue
£1.4mEstimate
Founded
12 years ago
Since Mar 2014
HQ
Peterhead, Aberdeenshire
Financial health
46

Financial Health

Stable

Stable · -5% CAGR over 2y

Location

Map of Peterhead, Aberdeenshire
Spectrum House South View, Dales Industrial Estate
Peterhead, Aberdeenshire, AB42 3JF
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BALMOOR INVESTMENTS LTD.

Balmoor
Investment Banking
2 employeesInc. 2007Peterhead, AberdeenshireCH SC322094
balmoor.com/our-team

Trajectory

4y · 2022–Now

Financial sub-scores

Computed from 4 filings
Cash73 / 100
Headcount11 / 100
What does BALMOOR INVESTMENTS LTD. do?

Provides outsourced CFO services and corporate finance advisory, including capital raising, financial modelling, business planning, and support for transactions such as mergers, acquisitions, IPOs,…

Who does BALMOOR INVESTMENTS LTD. sell to?

Serves founders, boards and management teams of growth companies, listed businesses and investment-backed groups, particularly in real estate, renewables, technology, resources, engineering, pharma…

Key contacts (2)
JM
John Mark Donaldson
Director
SD
Shona Donaldson
Director
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Company vitals
UK Headcount
2
UK Revenue
£920.2kEstimate
Founded
19 years ago
Since Apr 2007
HQ
Peterhead, Aberdeenshire
Financial health
42

Financial Health

Stable

Stable · -13% CAGR over 3y

Location

Map of Peterhead, Aberdeenshire
Goldwells House, Grange Road
Peterhead, Aberdeenshire, AB42 1WN
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David Wm Reynolds Consultancy Limited

David WM Reynolds Consultancy
Management Consulting
Inc. 2022Fraserburgh, AberdeenshireCH SC750338

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
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Company vitals
UK Headcount
0
UK Revenue
£14.6kEstimate
Founded
3 years ago
Since Nov 2022
HQ
Fraserburgh, Aberdeenshire
Financial health
100

Financial Health

Strong

Strong

Location

Map of Fraserburgh, Aberdeenshire
30 Covesea Crescent
Fraserburgh, Aberdeenshire, AB43 7FT
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Market Trading Ltd

Market Trading
Management Consulting
Inc. 2018InverurieCH SC616890

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Cash100 / 100
Key contacts (1)
YR
Yuliia Rezin
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£33.1kEstimate
Founded
7 years ago
Since Dec 2018
HQ
Inverurie
Financial health
100

Financial Health

Strong

Strong

Location

Map of Inverurie
1 Corsmanhill Avenue
Inverurie, AB51 5SR
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FPD HOLDINGS LIMITED

FPD
Management Consulting
0 employeesInc. 2015GourdonCH SC507095

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Headcount0 / 100
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£124kEstimate
Founded
11 years ago
Since May 2015
HQ
Gourdon
Financial health
0

Financial Health

Distressed

Distressed · -71% CAGR over 4y

Financial distress

Location

Map of Gourdon
Linton Road
Gourdon, DD10 0NH
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Chapelton Wealth Management Limited

Chapelton Wealth Management
Management Consulting
Inc. 2022EllonCH SC740419

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets40 / 100
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£0Estimate
Founded
3 years ago
Since Aug 2022
HQ
Ellon
Financial health
40

Financial Health

Stable

Stable

Location

Map of Ellon
Chapelton, Udny
Ellon, AB41 6PX
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KILRYMONT SERVICES LIMITED

Kilrymont Services
Management Consulting
0 employeesInc. 2010WesthillCH SC388850

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets66 / 100
Headcount0 / 100
Key contacts (1)
ME
Michelle Elizabeth Black
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£72.3kEstimate
Founded
15 years ago
Since Nov 2010
HQ
Westhill
Financial health
41

Financial Health

Stable

Stable · -86% CAGR over 2y

Location

Map of Westhill
12 Meadowlands Drive
Westhill, AB32 6EJ
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CELA CONSULTING LIMITED

Cela Consulting
Management Consulting
1 employeesInc. 2012LaurencekirkCH SC426520

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Headcount40 / 100
Key contacts (1)
AM
Alexander Marshall Carstairs
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£21.8kEstimate
Founded
13 years ago
Since Jun 2012
HQ
Laurencekirk
Financial health
15

Financial Health

Distressed

Distressed · 0% CAGR over 4y

Financial distress

Location

Map of Laurencekirk
Cardowan, 7 West Burnside
Laurencekirk, AB30 1UY
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Base Drum Limited

Base Drum
Management Consulting
1 employeesInc. 2012Banchory, KincardineshireCH SC423577

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Cash100 / 100
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Company vitals
UK Headcount
1
UK Revenue
£84.6kEstimate
Founded
14 years ago
Since May 2012
HQ
Banchory, Kincardineshire
Financial health
100

Financial Health

Strong

Strong · 0% CAGR over 2y

Location

Map of Banchory, Kincardineshire
Drum Cottage, Drumoak
Banchory, Kincardineshire, AB31 5AE
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Buchan Wealth Management Ltd

Buchan Wealth Management
Management Consulting
0 employeesInc. 2014PeterheadCH SC471692
buchanwm.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets84 / 100
Cash100 / 100
Headcount0 / 100
Key contacts (2)
EA
Elaine Amos Clunie
Director
AB
Alastair Buchan
Director
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Company vitals
UK Headcount
0
UK Revenue
£111.3kEstimate
Founded
12 years ago
Since Mar 2014
HQ
Peterhead
Financial health
66

Financial Health

Healthy

Healthy · -66% CAGR over 4y

Location

Map of Peterhead
10 Broad Street
Peterhead, AB42 1BY
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JIT SOLUTIONS AND SERVICES LTD

JIT Solutions and Services
IT Services & Managed ServicesAccounting & AuditManagement Consulting
1 employeesInc. 2017Turriff, AberdeenshireCH SC572763

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets40 / 100
Headcount40 / 100
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Company vitals
UK Headcount
1
UK Revenue
£0Estimate
Founded
8 years ago
Since Aug 2017
HQ
Turriff, Aberdeenshire
Financial health
40

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Map of Turriff, Aberdeenshire
Tanamara, New Deer
Turriff, Aberdeenshire, AB53 6XN
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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

Methodology

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?
Around 37 actively-trading financial advisory companies are registered in Aberdeen. Of those, 1 report turnover above £5M in their most recent filed accounts. This Aberdeen list covers companies across the wider Aberdeen travel-to-work area, including surrounding towns — not just the Aberdeen local-authority boundary.
What counts as a financial advisory company in this list?
A company is included when its public website and filed activity descriptions indicate it sells financial advisory products or services as its primary business — not just because of the SIC code it picked at incorporation. Each company is tagged via semantic analysis of its website content; SIC codes are used as supporting signal, not the sole gate.
Which are the largest financial advisory companies in Aberdeen?
The list is ranked by a sales-readiness score — built from trading signals, financial health and growth rather than raw turnover — so the most actionable financial advisory companies in Aberdeen appear at the top of the table. Larger firms often still rank highly, because that score rewards genuine trading scale, but the order reflects sales-readiness, not turnover alone. About 1 of the 37 actively-trading firms report turnover above £5M in their most recent accounts; subsidiaries that file consolidated worldwide accounts are excluded so the figures stay comparable across UK filers.
What do financial advisory companies in Aberdeen actually 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.
How does Aberdeen financial advisory compare internationally?
Cross-border comparisons of financial advisory populations are tricky because every country defines the sector slightly differently and reports financials on different cadences. We focus this list on firms that file UK statutory accounts so the figures are comparable; international peer breakdowns aren't bundled here.
How is this list built and how fresh is the data?
The list is rebuilt from Companies House dump data, XBRL filings, and a website analysis pass over each company's public site. Companies with consolidated group accounts (worldwide rather than UK-only revenue) are excluded so the figures stay UK-specific. The page's last-updated date is shown at the top.
How big are the typical financial advisory companies in Aberdeen?
Company sizes in this list vary widely. The median actively-trading financial advisory firm employs around 1 people, and median UK turnover across the list is roughly £28k in the most recent filed accounts.
Are these mostly new or established financial advisory companies?
10 of the 37 actively-trading financial advisory companies in this list were incorporated since 2022; the remainder were incorporated before then, so the Aberdeen list mixes recent entrants with longer-established firms.
What SIC codes does this use?
Rather than relying solely on SIC codes, we build a semantic understanding of what each company actually does by scraping its website and analysing it with AI. This means a company is included based on what it sells, not what SIC code it picked at incorporation. SIC codes are used as a signal but not the primary classification.
What buying signals should I look for?
The strongest signals for B2B outbound are recent leadership changes (new CFO/CRO), rapid headcount growth, revenue-band changes, and web-stack changes. Firmbase tracks all of these automatically.

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