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Financial Advisory Companies in Birmingham: 300+ Active Firms (2026)
Financial advisory companies in Birmingham advise businesses and individuals on investments, pensions, wealth planning and corporate finance.
Buyer demand tends to sit with owner-managed companies, household wealth clients, professional partnerships and smaller organisations that want advice rather than a self-serve investment product. Engagements are usually adviser-led and relationship based: annual planning reviews, pension and protection work, portfolio oversight, retirement modelling and transaction support. Commercially, the cohort looks closer to SME professional services than institutional asset management, with fee income tied to retainers, assets under advice or project mandates. Sales cycles are therefore shaped by trust, referrals and suitability work, while delivery depends on qualified advisers and back-office administration rather than large software or distribution teams.
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Birmingham has 301 actively trading financial advisory companies, a market footprint that reads as local professional services rather than a broad institutional finance hub. Reported headcount totals 210 people, so employment is visible but not concentrated in large payrolls. The shape fits adviser-owner businesses, small partnerships and specialist teams serving recurring client books, with corporate-finance and planning mandates sitting alongside household wealth and retirement work. For researchers, the useful read-across is not volume alone but fragmentation: many operators appear commercially active without looking like large employers.
Permissioned investment and pension advice sets much of the operating rhythm. Firms giving personal recommendations need evidence of suitability, clear client disclosure, file checks and complaints handling; corporate-finance work tends to add engagement letters, valuation support and transaction documentation. That creates a higher fixed-cost base than an ordinary local consultancy, even where the firm remains small. Market structure is also shaped by recurring service expectations: clients often expect reviews, ongoing portfolio oversight and retirement-plan updates, so capacity in qualified advisers and paraplanning support matters as much as new-client acquisition.
Birmingham’s financial advisory market appears set to remain fragmented, with relationship-led firms serving established client books while a thinner layer pursues corporate-finance or specialist planning work. Succession pressure tends to matter: adviser-owned firms can face limited internal handover options, which encourages network affiliation, mergers or selective book sales. Compliance overheads and professional indemnity costs are likely to keep pushing smaller practices towards shared support models. At the same time, local knowledge and referral networks still protect independent operators where the client need is personal, complex or tied to owner-managed businesses.
301
Active firms
2026
1
Revenue over £5M
Reported threshold
77
New since 2022
Recent incorporations
Key facts
About 1% of the trading cohort reports turnover above £5M (1 of 301 firms) — the rest sits below that revenue band.
25% of the cohort was incorporated since 2022 (77 firms), so a sizeable share is in its first few filing cycles.
Financial advisory firms in Birmingham advise businesses and individuals on investments, pensions, wealth planning and corporate finance.
The segment sits close to client cashflows, so it can indicate where retirement planning, owner-managed business exits and local corporate finance work are concentrated.
The market appears to be made up mainly of local and regional advisory businesses rather than a small group of very large platforms.
Operating models range from principal-led practices and outsourced support arrangements to more conventional employed-adviser structures.
Top Birmingham financial advisory companies
BRESLINS BIRMINGHAM LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides chartered accountancy and business advisory services, including annual accounts preparation, bookkeeping and cloud accounting, payroll and auto‑enrolment, tax returns and tax planning, VAT…
Serves business owners and small to mid-sized companies, primarily across the Midlands, including firms seeking growth advice and support with financial and tax obligations.
Financial Health
StrongStrong · Growing · 1% CAGR over 4y
Location
EVOLVE CORPORATE FINANCE LIMITED
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides corporate finance advisory services to owner‑managed businesses, including support with selling and acquiring companies, raising equity and debt funding, and private equity transactions.…
Serves owner-managed businesses, entrepreneurs and management teams across sectors including technology, logistics, industrials, healthcare, retail, food and beverage, automotive, energy and…
Financial Health
StrongStrong · Hiring · 76% CAGR over 3y
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
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
DAINS TRUSTEES LTD
Trajectory
3y · 2019–NowFinancial sub-scores
Computed from 3 filingsProvides accountancy and business advisory services, including audit, tax planning, payroll, corporate finance, business recovery, forensic accounting and probate support. Advises private companies,…
Serves private companies, large corporates, not-for-profit organisations and private individuals, including clients in academies, agriculture, charities, hospitality, manufacturing, healthcare,…
Financial Health
StableStable
Location
TRANSCEND CORPORATE LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance advisory services, including advising on business sales, acquisitions and management buyouts. Supports companies and management teams with transaction structuring,…
Serves business owners, management teams and private equity investors pursuing sales, acquisitions or buyouts, particularly in industrial products and services, business and consumer services, and…
Financial Health
WeakWeak · -3% CAGR over 5y
Location
Advisory
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides investor relations advisory, perception studies, and IPO management services for companies. Supports equity capital market fundraising, investor communication strategies, and analysis of…
Serves growth companies and companies undergoing significant change or restructuring, especially small and mid-cap businesses with market caps below £1bn, their management teams and boards.
Financial Health
StrongStrong · Hiring · 24% CAGR over 4y
Location
KEYSTONE CAPITAL INVEST LIMITED
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
J.E. JOHNSON LIMITED
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides accountancy and management consultancy services including business accounting, financial management, and advisory support. Offers personal financial management tools and business advice to…
Serves business owners, companies and professional individuals with business and personal financial affairs, including clients seeking one-to-one support rather than a large-firm relationship.
Financial Health
WeakWeak · 0% CAGR over 3y
Location
ES Consulting Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
RJO CONSULTANTS LTD
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
HOLMES WRIGHT BUSINESS SERVICES LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed
Location
Touchstone Advisory Limited
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides business and asset valuation services for tax, financial reporting, regulatory, litigation and commercial purposes. Advises companies and investors on company valuations, acquisitions,…
Serves B2B clients from family-owned businesses and high-growth startups to large public and private equity-backed companies, typically finance leaders and executives needing specialist valuation…
Financial Health
StrongStrong · Growing, Hiring · 122% CAGR over 3y
Location
SEVEN FINANCIAL MANAGEMENT LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak
Location
YOUNG & CO WEALTH MANAGMENT LTD
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · 0% CAGR over 4y
Location
QIQO LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak
Location
BERWICK ADVISORY SOLUTIONS LTD
Trajectory
4y · 2021–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
HealthyHealthy · Growing · 0% CAGR over 3y
Location
VERBENA HOLDINGS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
Jhk Capital Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · 0% CAGR over 4y
Location
Cranfield Business Finance Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
JEREMY GEORGE LAKE FINANCIAL SERVICES LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
REID ADVISORY SOLUTIONS LTD
Trajectory
4y · 2021–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StrongStrong · Growing · 0% CAGR over 3y
Location
PROSPECT FINANCE LTD
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
Finlock Finance Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
Morgan Degville Associates Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · -68% CAGR over 4y
Location
Coach House Wealth Protection Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed
Location
CAPRICORN ADVISORY SERVICES LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
JOSTABERRY CONSULTING LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
AUREUS CONSULTING LIMITED
Trajectory
1y · 2024–NowFinancial Health
Insufficient historyInsufficient history
Location
DEAT Consulting Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · 0% CAGR over 4y
Location
JDL WEALTH LIMITED
Trajectory
4y · 2021–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StrongStrong · -90% CAGR over 2y
Location
JAMES HOWSE MANAGEMENT LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
FOXALL FS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 3y
Location
WENTWORTH CONSULTING LIMITED
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StableStable · 0% CAGR over 1y
Location
STERLING BLACK LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
APOLLO FRONTIERS LIMITED
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
PATHWAY PARTNERS LTD
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StrongStrong
Location
OPTIMAL ACCOUNTANTS ADVISERS LTD
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong
Location
PINNACLE FINANCIAL SERVICES LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed
Location
JON ADDIS CONSULTING LIMITED
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StrongStrong
Location
BIG SECURITY TRUSTEE LIMITED
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StableStable
Location
FINANCE BROTHERS LIMITED
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
Usaari Consulting Ltd
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
HealthyHealthy · 0% CAGR over 1y
Location
ST PAUL'S FINANCE LTD
Trajectory
4y · 2020–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
FTY CONSULTATION LTD
Trajectory
4y · 2021–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
WeakWeak · Hiring · 44% CAGR over 3y
Location
BLUE WATER CAPITAL LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides investment and capital‑raising services, specialising in structuring and originating debt for high‑yield, credit and alternative investments. Supports companies with bond issues, private…
Serves B2B clients raising private-market or capital-market finance, including green energy firms, property developers and professional finance specialists, alongside professional and institutional…
Financial Health
HealthyHealthy · -64% CAGR over 4y
Location
Mayfair Consulting (UK) Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides advisory and consulting services including capital raising, financial modelling, restructuring, strategy execution, technology development support and marketing strategy for companies in…
Serves B2B founders, CFOs, executives, innovation leads and venture funds in tech, sport, media and entertainment, with emphasis on scaling teams across the UK, Europe and Sub-Saharan Africa.
Financial Health
StableStable · Hiring · 5% CAGR over 4y
Location
TBHC Holdings Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong
Location
Opulent Financial Ltd
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StableStable · 0% CAGR over 3y
Location
COLMORE INVESTMENT GROUP LIMITED
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StrongStrong
Location
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How Birmingham financial advisory companies work and how to sell to them
What they do
Financial advisory firms in Birmingham usually earn through a mix of ongoing advice fees, planning retainers, implementation charges and project work. Wealth and pension advice tends to be recurring where clients pay for annual reviews, portfolio oversight and retirement planning; protection, tax-adjacent planning and corporate-finance mandates are more episodic. Pricing is often linked to assets under advice, fixed fees for defined planning work, or retainers for business owners and professional clients. Delivery is service-heavy: advisers win and manage the relationship, while paraplanning, administration, compliance checks and provider liaison turn advice into documented recommendations and completed transactions.
Who they sell to
Most sell to households with investable assets, directors of owner-managed businesses, professional partners and smaller organisations that need judgement as well as execution. The economic buyer is often the client personally, but business work can involve managing directors, finance directors, trustees, accountants and solicitors who influence the referral. Procurement is rarely a formal tender unless the mandate is corporate or tied to a workplace arrangement. Typical sales motion is direct and referral-led, with contract value shaped by the size of the client book, assets involved and complexity of the advice rather than a standard licence fee.
What they buy
Most financial advisory firms tend to spend on systems and services that protect adviser time and reduce operational risk. Common software categories include client relationship management, practice management, document management, client portals, e-signature, fact-find tools, cashflow modelling, portfolio reporting, fee reconciliation and compliance monitoring. They also buy outsourced paraplanning, file review, accountancy, legal support, marketing, search, recruitment and training, especially where adviser capacity is constrained. Infrastructure needs are usually office-light but security-sensitive: secure email, device management, call recording, backup, identity checks and workflow controls matter because advice depends on personal records and documented suitability.
Why and how to sell to them
Financial advisory buyers tend to evaluate vendors when administration begins to slow adviser utilisation, when client books are acquired, when a senior adviser leaves, or when compliance reviews expose weak documentation. Hiring new advisers, adding paraplanners, moving premises, changing ownership or expanding into corporate-finance work can also create intent. Outbound angles should be specific: fewer manual handoffs, cleaner audit trails, faster onboarding, reduced rekeying, better client review scheduling or clearer management information. Generic growth language tends to land poorly; a more credible pitch links the service to capacity, regulatory workload, succession planning or margin pressure in a small professional-services firm.
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.
Also in Birmingham
Related directories
Frequently asked questions
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