Wealth Advice Companies in Liverpool: 122 Active Firms (2026)
Wealth advice companies in Liverpool provide financial planning, investment guidance and retirement support across the city region.
Buying decisions usually sit with household principals, owner-managers, directors and small business decision-makers rather than central procurement teams. Engagements tend to be adviser-led and relationship-based, covering pension planning, investment selection, protection, inheritance planning and ongoing portfolio reviews. The commercial centre of gravity is local referral work: accountants, solicitors, family networks and business owners who want face-to-face advice or a named adviser. Most mandates look closer to recurring household and owner-manager servicing than institutional wealth management, so trust, continuity and compliance discipline matter as much as acquisition volume.
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Liverpool has 122 actively trading wealth advice companies in this list, making the cohort a compact local advice market rather than a broad regional financial-services universe. Reported employment totals 52 people among firms with headcount disclosure, which points to a practice-led market with many small advisory operations. The absence of companies above £5M in reported turnover reinforces that reading: Liverpool’s wealth advice base is weighted towards local client servicing, succession-led ownership and professional referral channels rather than large advice platforms headquartered in the city.
Client-facing wealth advice sits in a compliance-led part of financial services, where the distinction between generic guidance and personal recommendation matters. Suitability assessments, disclosure, complaints handling and evidence of ongoing service shape how these firms work with clients, especially where pensions and long-term investments are involved. Market structure is also affected by adviser permissions and professional indemnity costs, which can make small practices cautious about expanding product scope. For researchers, that usually makes revenue mix, recurring servicing and adviser capacity more useful signals than simple incorporation age.
The local market appears likely to remain practice-led, with growth coming through client retention, referrals and adviser succession rather than visible scale-up formation. Compliance workload tends to favour firms with repeatable review processes, clear client segmentation and disciplined documentation, but that does not automatically create large employers. Some consolidation pressure has been present across UK advice, and Liverpool practices may become acquisition targets where they hold long-standing client books. Even so, local relationships still matter, so the sector is more likely to tilt gradually towards grouped ownership and shared operations than to produce many standalone high-growth firms.
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
122
Active firms
2026
23
Recent incorporations
Since 2022
0
£5M+ firms
Above the revenue threshold
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Key facts
18% of the cohort was incorporated since 2022 (23 firms), so a sizeable share is in its first few filing cycles.
Liverpool wealth advice firms tend to sit close to client decisions on pensions, savings and long-term investment rather than product manufacturing.
The market appears weighted towards local advisory practices serving households and business owners across the city region.
Common service lines include financial planning, investment guidance and retirement support.
Top Liverpool Wealth Advice companies
Financial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
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Financial sub-scores
Computed from 5 filingsFinancial Health
StableStable · -16% CAGR over 4y
Location
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Financial sub-scores
Computed from 2 filingsFinancial Health
HealthyHealthy · 0% CAGR over 1y
Location
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Financial sub-scores
Computed from 5 filingsFinancial Health
StableStable · -68% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong
Location
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Financial sub-scores
Computed from 4 filingsFinancial Health
HealthyHealthy
Location
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Financial sub-scores
Computed from 3 filingsFinancial Health
HealthyHealthy · 0% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy
Location
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Financial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
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Financial Health
N/AN/A
Location
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Financial sub-scores
Computed from 4 filingsFinancial Health
StrongStrong
Location
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Financial Health
N/AN/A
Location
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Financial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · 0% CAGR over 4y
Location
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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
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Financial sub-scores
Computed from 3 filingsFinancial Health
StrongStrong · 0% CAGR over 1y
Location
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Financial sub-scores
Computed from 4 filingsFinancial Health
StrongStrong · 0% CAGR over 2y
Location
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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
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Financial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed
Location
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Financial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · Hiring · 32% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
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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
HealthyHealthy
Location
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Financial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · -68% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsFinancial Health
HealthyHealthy · Hiring · 41% CAGR over 2y
Location
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Financial sub-scores
Computed from 2 filingsFinancial Health
StrongStrong · Growing · 0% CAGR over 1y
Location
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Financial sub-scores
Computed from 4 filingsFinancial Health
HealthyHealthy · -21% CAGR over 3y
Location
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Financial sub-scores
Computed from 3 filingsFinancial Health
WeakWeak · 0% CAGR over 2y
Location
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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
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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
StableStable · 0% CAGR over 2y
Location
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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
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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
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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
StrongStrong · -33% CAGR over 1y
Location
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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
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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
WeakWeak
Location
Buy this list of 258 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
StrongStrong
Location
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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 5y
Location
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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
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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 258 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 258 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
HealthyHealthy · 0% CAGR over 2y
Location
Buy this list of 258 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 258 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
HealthyHealthy
Location
Buy this list of 258 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
StrongStrong
Location
Buy this list of 258 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
HealthyHealthy · 0% CAGR over 2y
Location
Buy this list of 258 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
StrongStrong
Location
Buy this list of 258 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
HealthyHealthy
Location
Buy this list of 258 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
DistressedDistressed
Location
Buy this list of 258 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 · -68% CAGR over 4y
Location
Buy this list of 258 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
Location
Buy this list of 258 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 258 companies
The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.
208 more companies and their verified directors are in the file
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How Liverpool Wealth Advice companies work and how to sell to them
What they do
Wealth advice firms in Liverpool earn revenue by converting personal and owner-manager financial decisions into paid advice relationships. The core product is professional judgement, supported by planning tools, investment administration, protection placement and review paperwork rather than a single piece of software or physical inventory. Fees typically come through initial planning work, implementation charges and ongoing servicing, often tied to annual reviews and portfolio oversight. Engagement size tends to depend on household assets, pension complexity and whether the client also needs business-owner planning, so pricing is usually explained adviser-to-client rather than bought through a formal procurement process.
Who they sell to
Clients are usually local individuals, couples, families, directors and small business owners who need help with pensions, investments, protection or estate planning. The decision-maker is often the person whose assets or business income are at stake, with accountants and solicitors influencing introductions rather than running procurement. Sales cycles are typically referral-led: an initial conversation, fact-find, suitability work and proposal before implementation. Smaller mandates may move after a few meetings, while retirement, inheritance and business-sale cases tend to take longer because documents, dependants and tax advice have to line up before the client commits.
What they buy
Most wealth advice practices tend to spend on systems and services that reduce adviser admin, protect client records and evidence suitability. Relevant categories include CRM, financial planning software, portfolio reporting, document management, secure client communications, e-signature, compliance monitoring, file checking and complaints workflow. They also buy professional indemnity advice, legal support, accounting, paraplanning, outsourced administration, recruitment and local marketing. For infrastructure sellers, the practical angle is usually secure devices, hosted telephony, backup, cyber security and access control, because client confidentiality and continuity of service matter even where the firm itself is small.
Why and how to sell to them
Buying intent often appears when a practice is taking on new advisers, absorbing another client book, dealing with succession, changing ownership or trying to formalise review cycles after a period of referral-led growth. Newer practices may need operating basics, while established firms often care more about migration risk, audit trails and adviser time. Outbound works better when it speaks to fewer missed reviews, cleaner client files, lower manual rekeying and easier evidence gathering, rather than abstract growth claims. Claims about replacing relationships rarely fit this market; tools and services that help advisers spend more time with clients tend to be easier to frame.
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 Liverpool
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Frequently asked questions
How many wealth advice companies are there in Liverpool?
What counts as a wealth advice company in this list?
Which are the largest wealth advice companies in Liverpool?
What do wealth advice companies in Liverpool actually do?
How does Liverpool wealth advice compare internationally?
How is this list built and how fresh is the data?
How big are the typical wealth advice companies in Liverpool?
Are these mostly new or established wealth advice companies?
What SIC codes does this use?
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