Turn this list into pipeline.
Financial Advice Companies in Brighton: 100+ Active Firms (2026)
Financial advice companies in Brighton help clients plan investments, pensions and protection across the city and its surrounding metropolitan area.
Buying centres in this market sit close to the household balance sheet: retirement planning, investment suitability, protection cover and ongoing reviews for individuals, families and owner-managed businesses. Brighton-area practices typically sell through personal referrals, professional networks and long-running client relationships rather than transactional volume. Engagements are usually scoped as advice, implementation and periodic review, with recurring service fees sitting alongside one-off pension, protection or investment projects. The buyer shape points to compact professional services teams, from owner-managed micro practices to small local advisory firms, rather than enterprise-scale wealth platforms or national consolidators.
Read more
Brighton has 101 actively trading financial advice companies, making this a small local professional-services market rather than a city-scale cluster. Reported headcount totals 43, which reinforces the picture of advice businesses built around principals, advisers and administrative support rather than large centralised delivery teams. The city’s role is therefore likely to be local-client coverage, referral networks and access to the surrounding metropolitan area’s household and small-business base. For researchers, the main read-across is not volume software adoption or platform concentration, but the operating habits of small regulated practices with recurring client books.
No Brighton financial advice practice in scope reports turnover above £5M, so market structure matters as much as formal permissions. Advice on investments, pensions and protection carries suitability, disclosure, client-file and ongoing-review obligations, even when the practice itself is small. That tends to favour firms with disciplined client onboarding, documented risk profiling and repeatable review processes. It also narrows the relevant supplier set: accountancy-style back-office tools, compliance support and client-record systems are often more pertinent than enterprise wealth infrastructure or high-volume brokerage technology.
The Brighton market appears likely to remain practice-led rather than platform-led. Newer firms tend to enter around personal networks, pension advice and protection planning, while mature practices face recurring pressure to evidence suitability and maintain client service records. Scale-up scarcity may keep acquisition interest focused on client books and adviser succession rather than technology-led expansion. Suppliers serving this segment will probably find that trust, compliance familiarity and low-friction implementation matter more than breadth of functionality. The constraint is capacity: small teams can be slow to change systems unless the operational gain is plain.
101
Active firms
2026
22
Since 2022
recent incorporations
0
£5M+ turnover
firms above threshold
Key facts
21% of the cohort was incorporated since 2022 (22 firms), so a sizeable share is in its first few filing cycles.
Regulated advice remains relationship-led, with local practices sitting between national product providers and clients planning investments, pensions and protection.
Households and business owners are the main buyer groups, particularly where retirement planning, tax wrappers and insurance sit alongside investment advice.
Sales qualification tends to hinge on adviser count, compliance workload and recurring revenue from ongoing advice fees.
Top Brighton financial advice companies
COMMERCIAL FINANCE SOUTH EAST LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · -62% CAGR over 4y
Location
FYI ONLY LTD
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
J&E CONSULTANCY SOLUTIONS LIMITED
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
LOTUS FINANCIAL MANAGEMENT LIMITED
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StrongStrong · Hiring · 100% CAGR over 1y
Location
PERSPECTIVE PLANNING LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
KORU FINANCE LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed
Location
SENQU CONSULT LTD
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StableStable · 0% CAGR over 3y
Location
2V Consulting Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · -10% CAGR over 4y
Location
MATTHEW COPE CONSULTANCY LTD
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StrongStrong
Location
PYRMONT WEALTH MANAGEMENT (UK) LIMITED
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
DistressedDistressed · -78% CAGR over 3y
Location
DREVO CONSULTING LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak
Location
CLEAR GRASP LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed
Location
SOAR CONSULTANCY SERVICES LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
LISMINTON LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
DistressedDistressed · 0% CAGR over 1y
Location
PATTENDEN FINANCIAL LIMITED
Trajectory
3y · 2024–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
HealthyHealthy · -29% CAGR over 2y
Location
CONTIGO CONSULTING LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy
Location
VIVANDEX LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
CFBOW LTD
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
ALDEN ACCOUNTANTS LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak
Location
NENAGH ARC LTD
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
HealthyHealthy · -99% CAGR over 1y
Location
Resilient Partners Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
BLOCK WEALTH MANAGEMENT LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
HOUND ENTERPRISES LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed
Location
BUCKERIDGE LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StrongStrong · 0% CAGR over 1y
Location
OLIBENELI LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
THE BEST FORMULA LIMITED
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
DistressedDistressed
Location
Gwasker Consultancy Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
LUNATIQUE UN LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · 0% CAGR over 4y
Location
RENARD BUSINESS SERVICES LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · -73% CAGR over 4y
Location
CARIBOU TRADING COMPANY LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed
Location
Inverglen Capital Limited
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
LARONA FINANCIAL MANAGEMENT LIMITED
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak
Location
Hfw Consulting Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
HealthyHealthy · 0% CAGR over 2y
Location
PIERS FINANCIAL LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong · Hiring · 11% CAGR over 4y
Location
DIGIVOLVE LIMITED
Trajectory
4y · 2021–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StrongStrong · 0% CAGR over 2y
Location
SERVO PRIVATE WEALTH LIMITED
Trajectory
4y · 2020–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StableStable · Hiring · 10% CAGR over 4y
Location
AZIMUTH INSIGHTS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · 0% CAGR over 4y
Location
WILDMAKER PRODUCTIONS LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StrongStrong
Location
BPCAUK LTD
Trajectory
4y · 2021–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
HealthyHealthy · Hiring · 26% CAGR over 3y
Location
AMRA INVESTMENTS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
DIDAKTIK LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StableStable · Hiring · 41% CAGR over 2y
Location
MALCOLM SNOWLING CONSULTING LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
Sagitta Consulting Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
NORTH HIGHLANDS PARTNERSHIP LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong
Location
CLEARSUM ACCOUNTING LTD
Trajectory
2y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
Unlock all 101 leads
Showing 45 of 101 — +56 more with verified decision-maker contacts, live data, and CRM sync.
How Brighton financial advice companies work and how to sell to them
What they do
Brighton financial advice firms earn revenue from initial advice fees, implementation fees, ongoing servicing charges and sometimes commission on protection products where permitted and disclosed. The core product is regulated judgement packaged as meetings, suitability reports, portfolio or pension recommendations, insurance placement and annual reviews. Pricing tends to be percentage-of-assets for investment and pension portfolios, fixed-fee for planning work, or project fees for transfers, consolidation and protection cases. Delivery is personal-service heavy: fact-finding, risk profiling, cashflow modelling, provider liaison and file notes matter as much as client-facing meetings. Small practices usually optimise for retention and referrals, not high-volume acquisition.
Who they sell to
Most sell to local households, pre-retirees, retirees, self-employed professionals and owner-managed businesses needing pension, investment, tax-adjacent and protection guidance. The economic buyer is usually the client or a couple acting jointly, while referrals often come through accountants, solicitors, mortgage brokers and existing clients. Contract values vary with assets and complexity, but sales cycles are trust-led rather than procurement-led: an introductory call, discovery meeting, recommendation stage and acceptance process. Public RFPs are uncommon. For workplace or small-business advice, the decision maker is typically the owner, finance director or HR lead, with proof of regulatory competence and service continuity carrying more weight than price alone.
What they buy
Financial advice practices tend to buy client relationship management, back-office administration, document management, e-signature, financial planning, risk-profiling, portfolio-reporting and compliance workflow tools. They also spend on professional indemnity cover, regulatory consultancy, paraplanning support, accountancy, payroll, website maintenance, local search marketing and adviser recruitment. Cloud hosting, cyber security, data backup and access controls are practical concerns because client files contain identity, income, pension and health information. Many small teams prefer systems that reduce rekeying between client onboarding, provider forms, review packs and suitability letters, provided migration effort and FCA audit trails are clear.
Why and how to sell to them
Commercial intent usually appears when firms add advisers, inherit client books, prepare for succession, change permissions, face a compliance review or struggle with overdue annual reviews. Newer Brighton entrants are also a useful signal: 22 firms have incorporated since 2022, and many will still be formalising process, supplier choices and referral channels. Outbound works better when it starts from operational friction rather than generic growth claims. Useful angles include cutting file-preparation time, evidencing suitability, keeping review promises, reducing key-person dependency and making client communications traceable without forcing a full change in advice model.
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 Brighton
Related directories
Frequently asked questions
How many financial advice companies are there in the Brighton?↓
What counts as a financial advice company in this list?↓
Which are the largest financial advice companies in the Brighton?↓
What do financial advice companies in the Brighton actually do?↓
How does Brighton financial advice compare internationally?↓
How is this list built and how fresh is the data?↓
How big are the typical financial advice companies in the Brighton?↓
Are these mostly new or established financial advice companies?↓
What SIC codes does this use?↓
What buying signals should I look for?↓
Push these 101 companies into your pipeline.
Find the right decision-makers, see verified company data, and export your list in seconds.












































