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Financial Advisory Companies in Bristol: 100+ Active Firms (2026)
Financial advisory companies advise individuals and businesses on planning, investments and transactions across Bristol's metropolitan economy.
Buying centres tend to sit with private clients needing ongoing planning, owner-managed companies approaching succession or funding decisions, and local institutions that use external advisers around investment governance or transactions. The sales motion is relationship-led: referral, professional introductions and repeat mandates matter more than volume marketing. Engagements are usually advisory retainers, periodic reviews or one-off transaction projects rather than licence-style contracts. Bristol-area practices here look closer to local professional-services firms than national wealth platforms, with partners or senior advisers carrying client responsibility and a small team handling research, administration and compliance support.
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Bristol has 191 actively trading financial advisory companies in this cohort, which makes the page closer to a local practice universe than a national roll-up screen. Reported headcount across the group totals 206 people, so the employment footprint is modest and dispersed across small advisory offices rather than concentrated employers. The absence of firms above £5M in turnover points to a market made up of independents, boutique transaction advisers and specialist planning practices, with scale usually built through recurring client books rather than large institutional contracts.
Regulated advice sits differently from general accountancy, legal services or back-office administration, so the operating boundary matters. Practices handling investment recommendations or transaction advice tend to separate client-facing advisory work from research, suitability documentation and compliance administration. That creates a cost base that favours repeat relationships and referral networks over transactional sales. In Bristol, the market structure therefore appears local and relationship-led: owner-managed clients, private individuals and institutions are likely to value continuity, while advisers must still evidence process discipline around recommendations, client categorisation and ongoing review.
Fragmentation appears likely to persist, partly because advisory relationships are portable and many practices can operate at micro-business scale without needing a broad office network. Consolidation pressure tends to come through compliance costs, adviser succession and the search for recurring fee income, rather than pure technology substitution. For Bristol practices, the more durable firms are likely to be those with a defined client niche, documented advice processes and referral ties into local professional networks. New entrants may find client acquisition slower than incorporation activity suggests, especially where credibility depends on regulated permissions and adviser track record.
191
Active firms
2026
36
Since 2022
recent incorporations
0
Above £5M
revenue band
Key facts
18% of the cohort was incorporated since 2022 (36 firms), so a sizeable share is in its first few filing cycles.
Bristol financial advisory firms tend to sell adviser-led planning, investment and transaction advice rather than balance-sheet products.
Demand spans individuals and businesses, so buyer conversations often split between personal planning, corporate advice and transaction support.
The local market appears practice-led, with recurring advice work sitting alongside project-based transaction activity.
Top Bristol financial advisory companies
Frazer James Ltd
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong · Growing, Hiring · 32% CAGR over 4y
Location
SHAW & CO ADVISORY LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance advisory services to small and medium-sized businesses, including business sales, acquisitions, mergers, management buyouts and buy-ins, valuations, exit planning, and…
Serves UK SME owners, business leaders and management teams across sectors including manufacturing, healthcare, technology, construction, professional services, retail, leisure and transport.
Financial Health
StableStable · Hiring · 4% CAGR over 4y
Location
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsAdvises financial planning and independent financial adviser (IFA) firms on mergers and acquisitions, business sales, and succession planning. Provides business valuation, sale preparation, buyer…
Serves owners and buyers of financial planning and IFA firms, from small retiring advisers to large multi-office national financial services businesses, in the financial services M&A market.
Financial Health
StrongStrong · Growing, Hiring · 22% CAGR over 5y
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
STEEN LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides mergers and acquisitions advisory services, specialising in cross‑border transactions in the aerospace, defence, space and industrial sectors. Advises corporations, private equity firms and…
Serves international corporations, listed companies, owner-managed businesses and private equity firms seeking acquisitions, disposals or investment exits in the aerospace, defence, space and…
Financial Health
WeakWeak · 0% CAGR over 2y
Location
T Buss Fin Planning Ltd
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong
Location
HIVE FINANCIAL PLANNING LTD
Trajectory
2y · 2023–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StableStable
Location
Kingsbridge Independent Mortgage Advice Limited
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong
Location
Icon Corporate Finance Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides corporate finance advisory services to technology companies, including mergers and acquisitions advisory and capital raising. Advises founders and shareholders on selling businesses,…
Serves founders, entrepreneurs and leaders of growing global technology businesses, especially software, AI/DataTech, IT infrastructure, tech-enabled services and industrial/climate tech firms…
Financial Health
HealthyHealthy · Hiring · 5% CAGR over 4y
Location
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsOperates as a holding, investment and advisory firm. Invests alongside and advises impact investors, family offices, philanthropies and professional‑services firms on investment strategy, execution…
Serves impact investors, family offices, philanthropies and professional-services companies investing in technology, business, education and work-related sectors.
Financial Health
WeakWeak
Location
Capital Equipment Finance
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsArranges asset finance for businesses through a panel of lenders. Provides hire purchase, finance lease and operating lease facilities, refinancing of existing assets, and invoice finance that…
Serves businesses from start-ups to blue-chip companies that need asset or invoice finance, including firms funding equipment purchases, leases, refinancing or working-capital needs.
Financial Health
StableStable · 0% CAGR over 4y
Location
PMC&LMM INVESTMENTS LIMITED
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StrongStrong
Location
WILSON FINANCIAL CONSULTING LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
Martyn Wallbridge Financial Management Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
MALABAR HILL LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
DistressedDistressed
Location
Lavichem Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
Jenkin Advisory Limited
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
DUNCORR LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed
Location
PIVOT POINT FD SERVICES LTD
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
Wiltshire Paraplanning Ltd
Trajectory
3y · 2022–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
DistressedDistressed · -23% CAGR over 2y
Location
Michael Henry Financial Consulting Limited
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
SME BUSINESS MANAGEMENT LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
SOCIAL PURPOSE SOLUTIONS LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed
Location
THALLO CONSULTING LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed
Location
ARCHIE & KINGSLEY ASSOCIATES LTD
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
HealthyHealthy · 0% CAGR over 1y
Location
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong
Location
Muscat & Co Mortgage Solutions Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StableStable · 0% CAGR over 2y
Location
ALLPRESS CONSULTING SERVICES LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
KAB Finance Limited
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
DistressedDistressed · 0% CAGR over 1y
Location
CJH Financial Planning Ltd
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
DistressedDistressed · -13% CAGR over 3y
Location
Xtreme Concept Solutions Ltd
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak
Location
CANTOR SET LTD
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsProvides investment banking, capital markets and advisory services. Offers equities and fixed income sales and trading, equity research, prime brokerage, and asset management solutions for…
Serves institutional and high-net-worth clients globally, including banks, broker-dealers, investment banks, trading firms, hedge funds, governments, corporations and investment firms.
Financial Health
StrongStrong · Hiring · 33% CAGR over 1y
Location
RISK ADVISORY EUROPE LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent quality assurance, audit and due diligence services for lenders and investors. Conducts loan re‑underwriting, data verification, servicing reviews and risk analysis on portfolios…
Serves finance-sector organisations including lenders, warehouse providers, loan-book sellers, buyers and funders involved in performing and non-performing loans, RMBS, CMBS, personal loans, credit…
Financial Health
StableStable · 0% CAGR over 2y
Location
Anne Hester Financial Services Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
Continuity Financial Planning Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StrongStrong · Growing · 0% CAGR over 2y
Location
BATH FINANCIAL MANAGEMENT LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · Hiring · 11% CAGR over 4y
Location
Mii Kaela Ltd
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
DistressedDistressed
Location
Realm Investment Management Limited
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StableStable · 0% CAGR over 1y
Location
LNP Corporate Finance (UK) Ltd
Trajectory
3y · 2023–NowProvides corporate finance advisory focused on mergers and acquisitions in the IT sector. Advises software, IT services and digital communication companies on sell-side transactions and connects…
Serves IT business owners seeking buyers and professional industrial or financial investors targeting software, IT services and digital communication businesses, with emphasis on Nordic and Benelux…
Financial Health
Insufficient historyInsufficient history
Location
Trajectory
1y · 2025–NowProvides sell-side mergers and acquisitions advisory services for software, IT services and digital communications companies. Supports IT business owners in company sales, identifies buyers, and…
Serves owners of software, IT services and digital communication businesses, plus professional industrial investors, listed companies and private equity funds seeking IT acquisitions in the Nordic…
Financial Health
Insufficient historyInsufficient history
Location
Gordian Wealth Management Ltd
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StrongStrong · Hiring · 300% CAGR over 1y
Location
DL Investments Limited
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StableStable
Location
Kingsbridge Mortgage Advice Limited
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong · Hiring · 19% CAGR over 4y
Location
SHR Finance Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
ORION INFRASTRUCTURE ADVISORS LIMITED
Trajectory
1y · 2024–NowProvides advisory services on infrastructure investments and projects, including strategy development, investment evaluation, corporate finance, M&A, fundraising, asset management, and divestments…
Serves infrastructure developers, investors and corporate clients active in energy, transport and water sectors, with client business activities across Asia, Europe and North America.
Financial Health
Insufficient historyInsufficient history
Location
Grindal Wealth Management Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
Pitt Financial Services Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StrongStrong · Growing · 0% CAGR over 2y
Location
Philip Priest Wealth Management Limited
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
BLOCK ADVISORY LTD
Trajectory
2y · 2023–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
DistressedDistressed
Location
Angel Court of Monmouth Limited
Trajectory
3y · 2023–NowProvides corporate finance advisory services to privately owned companies, including advising on business sales, mergers and acquisitions, and raising growth capital, and identifying trade, financial…
Serves owners of privately owned UK companies valued £10m-£150m, especially in consumer, financial services, healthcare, industrials, support services, and technology, media and telecoms sectors.
Financial Health
Insufficient historyInsufficient history
Location
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How Bristol financial advisory companies work and how to sell to them
What they do
Revenue usually comes from retained advice relationships rather than software-style licensing. Private-client practices may charge initial planning fees, ongoing review fees and a percentage-linked charge for assets under advice, while corporate-finance or transaction advisers tend to price by project scope and may add completion-related fees. Specialist advisers serving local institutions often work on periodic governance reviews, investment committee support or transaction opinions. The commercial model rewards trust, repeat contact and documented recommendations; it also creates a back office of suitability reports, client files, research notes and review scheduling that can be as important as the advice meeting itself.
Who they sell to
Buyers are usually individuals with investable assets, directors of owner-managed companies, finance leads and trustees or committee members at local organisations. For private clients, the decision is personal and referral-led, with family circumstances and retirement plans shaping timing. For company work, the managing director, finance director or shareholders tend to sponsor the mandate, often after an introduction from another professional adviser. Procurement is rarely a formal portal-led process, except for institutional assignments; most opportunities move through meetings, credibility checks, fee proposals and a fairly slow conversion from first conversation to signed engagement letter.
What they buy
Most Bristol financial advisory firms tend to spend on tools and services that protect client relationships, reduce administration and evidence process. Common categories include CRM, practice management, financial planning software, client onboarding, document storage, electronic signature, portfolio reporting, accounting, payroll, cyber security and compliance workflow. Smaller practices may also buy outsourced paraplanning, investment research, marketing support, bookkeeping, recruitment and HR advice when internal capacity is thin. The buying centre is often a partner, principal adviser or operations manager, so sellers usually need to show how a service fits existing files, review cycles and regulated-advice documentation.
Why and how to sell to them
Pain usually gathers around compliance workload, adviser capacity, succession risk and referral-dependent growth. Buying intent can appear when a practice hires another adviser, takes on a book of clients, prepares for sale, changes its service proposition or finds that manual client reviews are absorbing too much senior time. Newer practices may be more open to core systems because processes are not yet fixed, while established firms may prioritise migration risk and client disruption. Outbound messages tend to work better when they are specific to advice operations: suitability evidence, onboarding speed, client retention, audit readiness, fee transparency or lower rekeying between systems.
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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