Financial Advisory Companies in Hull: 50 Active Firms (2026)
Financial advisory companies in Hull provide personal, investment and corporate finance advice across the Humber metropolitan area.
Demand tends to sit with individual households, owner-managed businesses and local institutions rather than national enterprise buyers. The main buying centres are wealth planning, pensions and protection advice on the personal side, with a smaller stream of corporate finance and transaction support for local trading businesses. Engagements appear adviser-led and relationship-based: recurring review fees, regulated planning workflows and episodic project work matter more than platform procurement. The cohort therefore skews towards small practices that need local referral networks, professional introductions and repeat client contact rather than high-volume digital acquisition.
Read more
Hull has 50 actively trading financial advisory companies in this list, a compact local cohort rather than a scaled financial-services cluster. These firms report 49 employees between them, so the employment footprint is close to a collection of small practices rather than a large-office market. None report turnover above £5M, and 13 were incorporated since 2022, which gives the area a mix of established adviser businesses and newer entrants. For researchers, that makes the Hull picture more about local advice capacity, succession and referral-led client acquisition than about large balance sheets.
Client-facing advice work is shaped by conduct permissions, suitability checks, disclosure duties and complaints handling, particularly where investments, pensions or protection products are recommended. That tends to raise the fixed cost of operating even for small Hull practices: adviser competence, record-keeping and client communication have to be maintained alongside local relationship-building. Corporate finance mandates add a different market-structure issue, because referrals from accountants, solicitors and lenders can matter as much as direct marketing. The result is a sector where trust, permissions and professional networks set the practical boundary of competition.
Expansion appears likely to come through adviser recruitment, client-book purchases and back-office efficiency rather than a wave of new scaled entrants. The cohort already looks weighted towards small, service-led practices, and that shape tends to favour consolidation by firms able to absorb compliance work without losing local client relationships. Newer entrants may still find room in pensions, protection and owner-managed business advice, but the harder problem is maintaining qualified adviser capacity while keeping acquisition costs under control. The market therefore looks steady rather than speculative.
What’s in the file
One row per company, 50+ columns — everything below plus each company’s verified directors, from Companies House filings.
Company data
Verified directors — included
50
Active firms
2026
13
Recent incorporations
Since 2022
0
Above £5M
reported revenue
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Key facts
26% of the cohort was incorporated since 2022 (13 firms), so a sizeable share is in its first few filing cycles.
Hull financial advisory firms serve a local client base across the Humber metropolitan area, rather than a national platform market.
Client demand tends to centre on personal planning, investment selection, corporate finance advice and support for owner-managed businesses.
Commercial use cases include mapping independent advice capacity, local acquisition targets and service providers serving the Humber area.
Top Hull Financial Advisory companies
Financial sub-scores
Computed from 5 filingsProvides corporate restructuring and insolvency advisory services, assisting business owners, individuals and lenders with financial distress, insolvency procedures, business recovery options, and…
Serves owner-managers of corporate and unincorporated businesses, individuals facing personal insolvency, professional advisors and lenders/funders dealing with distressed businesses, primarily…
Financial Health
HealthyHealthy · -3% CAGR over 4y
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial Health
N/AN/A
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial Health
N/AN/A
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 5 filingsProvides independent financial planning and investment advice, including portfolio investments, pensions, tax planning and inheritance planning. Advises individuals, families, business owners,…
Serves individual and family investors, business owners and entrepreneurs, corporate clients and trustees seeking independent financial advice, with a focus on Hull, Willerby and Yorkshire.
Financial Health
StableStable · 0% CAGR over 5y
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 3 filingsProvides corporate finance, treasury, and risk management consultancy to businesses. Advises on financial strategy, risk mitigation, and optimisation of financial processes to support organisational…
Serves businesses and organisations, particularly leadership and finance teams seeking corporate finance, treasury and risk management support for strategic financial goals.
Financial Health
HealthyHealthy · Hiring · 123% CAGR over 2y
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong · Growing · 0% CAGR over 4y
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · -24% CAGR over 4y
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial Health
N/AN/A
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 4 filingsFinancial Health
StrongStrong
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 5 filingsFinancial Health
StableStable · Hiring · 11% CAGR over 4y
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 3 filingsFinancial Health
DistressedDistressed
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 4 filingsFinancial Health
WeakWeak · 0% CAGR over 3y
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · -67% CAGR over 4y
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial Health
N/AN/A
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 2 filingsFinancial Health
DistressedDistressed · 0% CAGR over 1y
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 5 filingsFinancial Health
StableStable · -70% CAGR over 4y
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
Financial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · 0% CAGR over 4y
Location
Buy this list of 102 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
76 more companies and their verified directors are in the file
You’re seeing the top 26. Buy the list to get all 102 with directors, websites and financials.
How Hull Financial Advisory companies work and how to sell to them
What they do
Financial advisory practices in Hull earn mainly through adviser-led work rather than product resale. Typical revenue comes from initial planning charges, ongoing review fees, pension and protection advice, investment-guidance work and project fees for owner-managed businesses considering funding, sale or succession questions. The service shape is a mix of regulated fact-finding, suitability assessment, client reporting and relationship management, with implementation support sitting around the advice. Pricing tends to be retainer-like for continuing personal clients and mandate-based for corporate finance or transaction support, so cash flow depends on keeping review cycles active and converting professional referrals into long-term client relationships.
Who they sell to
Most buyers are households, proprietors, directors of local trading businesses and smaller institutions that value personal trust over formal procurement. Decision-makers are typically the individual client, a business owner, a finance director, trustees or a professional adviser influencing the introduction. Sales cycles vary: protection and pension reviews can move after a short discovery process, while investment planning, business-sale preparation and succession work usually need more meetings, documentation and confidence-building. Direct referral remains the main route to market, supported by accountants, solicitors, lenders, mortgage advisers, existing clients and local networking. Formal tenders appear more relevant for institutional or corporate mandates than for household advice.
What they buy
Most financial advisory firms tend to spend on systems and services that reduce adviser administration without weakening the client record. Relevant categories include CRM, client onboarding, suitability-report production, workflow management, document storage, secure client portals, electronic identity checks, e-signature, billing, accounting and management information. Compliance support, paraplanning, outsourced administration, professional training, insurance, legal advice and recruitment also fit the operating model, especially where a small team is trying to protect adviser time. Marketing spend is usually practical rather than mass-market: local search, website maintenance, referral tracking, review requests, events and content aimed at pension, protection and owner-managed business topics.
Why and how to sell to them
Financial advisory buyers tend to evaluate suppliers when regulation, client-book growth or adviser capacity exposes an operational bottleneck. Useful triggers include a newly hired adviser, a client-book purchase, a permissions change, a succession plan, a move into corporate finance work, a complaints or file-review issue, or a push to convert ad hoc clients into recurring review relationships. Outbound messages usually land better when they are specific to the advice workflow: shorter fact-finds, cleaner audit trails, faster annual reviews, safer client communication, clearer referral attribution or lower admin load per adviser. Generic efficiency claims are less persuasive than proof that the practice can keep trust, records and client contact intact.
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 Hull
Related directories
Frequently asked questions
How many financial advisory companies are there in Hull?
What counts as a financial advisory company in this list?
Which are the largest financial advisory companies in Hull?
What do financial advisory companies in Hull actually do?
How does Hull financial advisory compare internationally?
How is this list built and how fresh is the data?
How big are the typical financial advisory companies in Hull?
Are these mostly new or established financial advisory companies?
What SIC codes does this use?
What buying signals should I look for?
Buy all 102 companies as a spreadsheet.
One Excel/CSV file with company details, websites and key data — yours to download and use.