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Financial Advice Companies in Nottingham: 99 Active Firms (2026)

Financial advice companies in Nottingham provide planning, investment and pension guidance to households and businesses across the city region.

Buying decisions tend to sit with private clients, owner-managed businesses and trustees rather than central procurement teams. Engagements are relationship-led: suitability reviews, pension and investment planning, protection advice and periodic portfolio discussions, usually delivered by small professional-services partnerships or limited companies. For providers selling into this market, the relevant buyer is often a principal adviser or operations manager rather than a dedicated technology or finance function. Revenue is likely to mix initial advice charges with recurring servicing fees, so retention, compliance workload and referral networks matter.

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Nottingham has 99 trading financial advice companies in this list, giving the local market the feel of a specialist professional-services cluster rather than a broad financial-services hub. Reported headcount totals 52 people, which points to a long tail of adviser-owner firms, administrator-light practices and small offices serving households and local business owners. Only 1 company sits above £5M in turnover, while 22 were incorporated since 2022, so the cohort combines long-running advice practices with a visible newer-company layer.

Regulated advice work carries higher operating friction than general financial guidance. Firms need clear suitability processes, evidence of client understanding, documented fee disclosure and a defensible approach to ongoing review. That pushes even small practices towards formal file-checking, complaint handling and audit trails, while making professional indemnity cover and adviser qualifications part of ordinary capacity planning. Market structure is also shaped by recurring servicing relationships: books of clients can be transferred or acquired, but the buyer still has to preserve adviser continuity and trust.

Local consolidation appears more likely than a rush of venture-style scaling. Small practices tend to have loyal client books but limited managerial slack, which can make succession planning and compliance workload the triggers for sale, merger or network affiliation. Newer entrants may find room where they pair retirement planning with business-owner advice, but distribution is still relationship-heavy. Fee transparency and review evidence are likely to keep shaping margins, especially for firms without dedicated compliance staff.

99

Active firms

2026

1

Above £5M

Reported revenue

22

New incorporations

Since 2022

Key facts

About 1% of the trading cohort reports turnover above £5M (1 of 99 firms) — the rest sits below that revenue band.

22% of the cohort was incorporated since 2022 (22 firms), so a sizeable share is in its first few filing cycles.

Financial advice practices in Nottingham serve household and business clients across planning, investment and pension guidance.

Advice work sits close to retirement provision, portfolio allocation, protection needs and business-owner wealth planning.

Client acquisition tends to rely on trust, referrals and recurring review relationships rather than one-off transactional sales.

Suitability evidence, fee transparency and client communications are core operating requirements for regulated advice practices.

Top Nottingham Financial Advice companies

Company
Sales readinessHow strongly each company matches this list’s ideal-customer profile. An AI model assesses what each company does (from its website), its sector and size, and scores its overall fit 0–100. Companies are listed highest score first, so the best-fit prospects appear at the top.
Turnover
Employees
Growth (yoy)Year-on-year change in UK headcount, from filed accounts.
Financial healthComposite 0–100 score from recent XBRL filings (profitability, net assets, liquidity, cash, headcount). Bands: Strong, Healthy, Stable, Weak, Distressed.
Location

Evolve Strategic Finance Ltd

Evolve Strategic Finance
Management Consulting
Inc. 2020Nottingham, NottinghamshireCH 12915049

Trajectory

4y · 2021–Now

Financial sub-scores

Computed from 4 filings
Net assets23 / 100
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£34.5kEstimate
Founded
5 years ago
Since Sep 2020
HQ
Nottingham, Nottinghamshire
Financial health
23

Financial Health

Weak

Weak

Location

Map of Nottingham, Nottinghamshire
Cumberland Court, 80 Mount Street
Nottingham, Nottinghamshire, NG1 6HH
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Norton Wealth Management Ltd

Norton Wealth Management
Management Consulting
1 employeesInc. 2013Nottingham, NottinghamshireCH 08787410
lairdnortonwm.com

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets45 / 100
Cash84 / 100
Headcount40 / 100
Key contacts (1)
SJ
Stuart John Norton
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£22.8kEstimate
Founded
12 years ago
Since Nov 2013
HQ
Nottingham, Nottinghamshire
Financial health
54

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Map of Nottingham, Nottinghamshire
156 Russell Drive, Wollaton
Nottingham, Nottinghamshire, NG8 2BE
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THE WEALTH CONSULTANCY LTD

The Wealth Consultancy
Management Consulting
0 employeesInc. 2009NottinghamCH 06801362
thewealthconsultancy.com

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Cash30 / 100
Headcount0 / 100
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£21.5kEstimate
Founded
17 years ago
Since Jan 2009
HQ
Nottingham
Financial health
15

Financial Health

Distressed

Distressed · -68% CAGR over 4y

Financial distress

Location

Map of Nottingham
2 Lace Market Square
Nottingham, NG1 1PB
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Rooke Solutions Limited

Rooke Solutions
Management Consulting
2 employeesInc. 2017Nottingham Business Park, NottinghamCH 11039127

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets15 / 100
Cash100 / 100
Headcount40 / 100
Key contacts (3)
TD
Thomas David Rooke
Director
IM
Ingrid Maria Rooke
Director
MR
Matthew Rooke
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£56.1kEstimate
Founded
8 years ago
Since Oct 2017
HQ
Nottingham Business Park, Nottingham
Financial health
45

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Map of Nottingham Business Park, Nottingham
H1 Ash Tree Court, Mellors Way
Nottingham Business Park, Nottingham, NG8 6PY
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Medicounts Limited

Medicounts
Management Consulting
1 employeesInc. 2014NottinghamCH 08960042

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets96 / 100
Headcount40 / 100
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Company vitals
UK Headcount
1
UK Revenue
£61.9kEstimate
Founded
12 years ago
Since Mar 2014
HQ
Nottingham
Financial health
75

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

Map of Nottingham
15 Tom Blower Close
Nottingham, NG8 1JQ
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Lakehouse Capital Limited

Lakehouse Capital
Management Consulting
Inc. 2022NottinghamCH 13947682

Trajectory

4y · 2023–Now
No headcount data filed

Financial sub-scores

Computed from 4 filings
Net assets40 / 100
Cash55 / 100
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Company vitals
UK Headcount
0
UK Revenue
£0Estimate
Founded
4 years ago
Since Mar 2022
HQ
Nottingham
Financial health
46

Financial Health

Stable

Stable

Location

Map of Nottingham
15 Tom Blower Close
Nottingham, NG8 1JQ
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Independent Banking Professionals Ltd

Independent Banking Professionals
Management Consulting
2 employeesInc. 2013NottinghamCH 08728020

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Headcount40 / 100
Key contacts (3)
ND
Nicholas David Pigott
Director
HM
Helen Mary Sallis
Director
RC
Roderick Charles Whitehead
Director
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Company vitals
UK Headcount
2
UK Revenue
£43.2kEstimate
Founded
12 years ago
Since Oct 2013
HQ
Nottingham
Financial health
40

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Map of Nottingham
6 Clinton Avenue
Nottingham, NG5 1AW
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Nbb Consultancy Services Ltd

NBB Consultancy Services
Management Consulting
1 employeesInc. 2023NottinghamCH 14646680

Trajectory

3y · 2024–Now

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
Headcount40 / 100
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Company vitals
UK Headcount
1
UK Revenue
£36.2kEstimate
Founded
3 years ago
Since Feb 2023
HQ
Nottingham
Financial health
78

Financial Health

Healthy

Healthy · 0% CAGR over 1y

Location

Map of Nottingham
146 Wollaton Vale
Nottingham, NG8 2PL
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Birkdale Consulting Limited

Birkdale Consulting
Management Consulting
2 employeesInc. 2024Nottingham Business Park, NottinghamCH 15570695

Trajectory

1y · 2025–Now
Key contacts (2)
KA
Kathryn Ann Davys
Director
IR
Ian Robert Davys
Director
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Company vitals
UK Headcount
2
UK Revenue
£41kEstimate
Founded
2 years ago
Since Mar 2024
HQ
Nottingham Business Park, Nottingham
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of Nottingham Business Park, Nottingham
H1 Ash Tree Court, Mellors Way
Nottingham Business Park, Nottingham, NG8 6PY
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NOTTINGHAM CONSULTING LIMITED

Nottingham Consulting
Management Consulting
Inc. 2022NottinghamCH 14087296

Trajectory

3y · 2023–Now
Key contacts (1)
AR
Adam Robert Corbett
Director
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Company vitals
UK Headcount
0
UK Revenue
£5.6kEstimate
Founded
4 years ago
Since May 2022
HQ
Nottingham
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of Nottingham
Newstead House, Pelham Road
Nottingham, NG5 1AP
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BLUE SKY DREAMS CONSULTANCY LIMITED

Blue SKY Dreams Consultancy
Management Consulting
1 employeesInc. 2021NottinghamCH 13743511

Trajectory

3y · 2022–Now

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
Key contacts (1)
AJ
Allan John Moloney
Director
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Company vitals
UK Headcount
1
UK Revenue
£45.6k
Founded
4 years ago
Since Nov 2021
HQ
Nottingham
Financial health
100

Financial Health

Strong

Strong · 0% CAGR over 1y

Location

Map of Nottingham
12 Main Road, Wilford
Nottingham, NG11 7AR
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PAMPELONNE LTD

Pampelonne
Management Consulting
Inc. 2019Nottingham, NottinghamshireCH 11819620

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Headcount0 / 100
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Company vitals
UK Headcount
0
UK Revenue
£0Estimate
Founded
7 years ago
Since Feb 2019
HQ
Nottingham, Nottinghamshire
Financial health
0

Financial Health

Distressed

Distressed

Financial distress

Location

Map of Nottingham, Nottinghamshire
2 Hamilton Mews, Cavendish Crescent North
Nottingham, Nottinghamshire, NG7 1AY
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NVE Consulting Limited

NVE Consulting
Management Consulting
1 employeesInc. 2014NottinghamCH 09049192

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Headcount40 / 100
Key contacts (1)
NP
Nicole Philpott
Director
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Company vitals
UK Headcount
1
UK Revenue
£17.3kEstimate
Founded
12 years ago
Since May 2014
HQ
Nottingham
Financial health
15

Financial Health

Distressed

Distressed · 0% CAGR over 5y

Financial distressTechnical insolvency

Location

Map of Nottingham
156 Russell Drive
Nottingham, NG8 2BE
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SMF FINANCIAL MANAGEMENT LTD

SMF Financial Management
Management Consulting
2 employeesInc. 2020NottinghamCH 12503704

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Headcount40 / 100
Key contacts (2)
JL
Julie Lisa Finbery
Director
SM
Simon Mark Finbery
Director
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Company vitals
UK Headcount
2
UK Revenue
£24.9kEstimate
Founded
6 years ago
Since Mar 2020
HQ
Nottingham
Financial health
78

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

Map of Nottingham
4 Gedling Street, Suite 78, Unit 6, Sneinton Market
Nottingham, NG1 1DS
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GTGP LIMITED

Gtgp
Management Consulting
0 employeesInc. 2024Nottingham, NottsCH 15577323

Trajectory

1y · 2025–Now
Key contacts (1)
RJ
Robin James Johnson
Director
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Company vitals
UK Headcount
0
UK Revenue
£4kEstimate
Founded
2 years ago
Since Mar 2024
HQ
Nottingham, Notts
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of Nottingham, Notts
White House, Wollaton Street
Nottingham, Notts, NG1 5GF
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V-TAX ACCOUNTANTS AND BUSINESS CONSULTANTS LIMITED

V-TAX Accountants and Business Consultants
Accounting & AuditManagement Consulting
2 employeesInc. 2019NottinghamCH 11807111

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Headcount100 / 100
Key contacts (1)
UA
Usama Azam
Director
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Company vitals
UK Headcount
2
UK Revenue
£54.4kEstimate
Founded
7 years ago
Since Feb 2019
HQ
Nottingham
Financial health
100

Financial Health

Strong

Strong · Hiring · 19% CAGR over 4y

Hiring

Location

Map of Nottingham
9 Brownlow Drive
Nottingham, NG5 5AA
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COLIN GREATOREX LIMITED

Colin Greatorex
Accounting & AuditManagement Consulting
1 employeesInc. 2014Nottingham, NottinghamshireCH 09190949

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Headcount40 / 100
Key contacts (1)
CH
Colin Harold Greatorex
Director
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Company vitals
UK Headcount
1
UK Revenue
£4.2kEstimate
Founded
11 years ago
Since Aug 2014
HQ
Nottingham, Nottinghamshire
Financial health
15

Financial Health

Distressed

Distressed · 0% CAGR over 4y

Financial distressTechnical insolvency

Location

Map of Nottingham, Nottinghamshire
203 Woodfield Road
Nottingham, Nottinghamshire, NG8 6HW
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Thatcher Financial Planning Limited

Thatcher Financial Planning
Management Consulting
2 employeesInc. 2023NottinghamCH 14672351

Trajectory

2y · 2024–Now

Financial sub-scores

Computed from 2 filings
Net assets100 / 100
Headcount40 / 100
Key contacts (2)
SM
Simon Michael Thatcher
Director
DM
Dawn Marie Thatcher
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£41.6kEstimate
Founded
3 years ago
Since Feb 2023
HQ
Nottingham
Financial health
78

Financial Health

Healthy

Healthy · 0% CAGR over 1y

Location

Map of Nottingham
8 Avocet Close, Bingham
Nottingham, NG13 8QE
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Waldron & Co. Financial Planning Limited

Waldron & Financial Planning
Management Consulting
1 employeesInc. 2020NottinghamCH 12983960

Trajectory

3y · 2022–Now

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
Cash0 / 100
Headcount40 / 100
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Company vitals
UK Headcount
1
UK Revenue
£110.3kEstimate
Founded
5 years ago
Since Oct 2020
HQ
Nottingham
Financial health
56

Financial Health

Stable

Stable · 0% CAGR over 2y

Location

Map of Nottingham
68 Nottingham Road, Eastwood
Nottingham, NG16 3NQ
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Pension Reinvention Ltd

Pension Reinvention
Management Consulting
2 employeesInc. 2023NottinghamCH 14689085

Trajectory

2y · 2024–Now

Financial sub-scores

Computed from 2 filings
Net assets0 / 100
Headcount40 / 100
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£15.6kEstimate
Founded
3 years ago
Since Feb 2023
HQ
Nottingham
Financial health
15

Financial Health

Distressed

Distressed · 0% CAGR over 1y

Financial distress

Location

Map of Nottingham
68 Nottingham Road Nottingham Road, Eastwood
Nottingham, NG16 3NQ
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Keppel Nelson Limited

Keppel Nelson
Management Consulting
1 employeesInc. 2024IlkestonCH 15942075

Trajectory

1y · 2025–Now
Key contacts (1)
SA
Scott Anthony Wolsey
Director
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Company vitals
UK Headcount
1
UK Revenue
£18.1kEstimate
Founded
1 year ago
Since Sep 2024
HQ
Ilkeston
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of Ilkeston
Unit E5, The Ropewalk
Ilkeston, DE7 5HX
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Marliet Consulting Limited

Marliet Consulting
Management Consulting
2 employeesInc. 2024NottinghamCH 15861590

Trajectory

1y · 2025–Now
Key contacts (2)
RE
Rachel Elizabeth Doar
Director
RJ
Richard Jonathan Doar
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£28.1kEstimate
Founded
1 year ago
Since Jul 2024
HQ
Nottingham
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of Nottingham
21 Atkinson Gardens, Nuthall
Nottingham, NG16 1LN
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SALLIS WEALTH MANAGEMENT LIMITED

Sallis Wealth Management
Management Consulting
Inc. 2013Bingham, NottinghamshireCH 08777933

Trajectory

4y · 2022–Now
Key contacts (1)
SF
Stephen Frank Sallis
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£13.2kEstimate
Founded
12 years ago
Since Nov 2013
HQ
Bingham, Nottinghamshire
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of Bingham, Nottinghamshire
Cabourn House, Station Street
Bingham, Nottinghamshire, NG13 8AQ
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RANBY INVESTMENTS LIMITED

Ranby Investments
Management Consulting
Inc. 2015NottinghamCH 09683063

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets80 / 100
Cash100 / 100
Key contacts (2)
MR
Mark Ranby
Director
AR
Anna Ranby
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£7.5kEstimate
Founded
10 years ago
Since Jul 2015
HQ
Nottingham
Financial health
88

Financial Health

Strong

Strong

Location

Map of Nottingham
1 Derby Road, Eastwood
Nottingham, NG16 3PA
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PERKINS FIRST FINANCIAL SOLUTIONS LIMITED

Perkins First Financial Solutions
Management Consulting
1 employeesInc. 2021NottinghamCH 13730047

Trajectory

3y · 2022–Now

Financial sub-scores

Computed from 3 filings
Net assets30 / 100
Cash58 / 100
Headcount40 / 100
Key contacts (1)
JR
Jessica Rose Perkins
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£20.7kEstimate
Founded
4 years ago
Since Nov 2021
HQ
Nottingham
Financial health
40

Financial Health

Stable

Stable · 0% CAGR over 2y

Location

Map of Nottingham
1 Derby Road, Eastwood
Nottingham, NG16 3PA
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FINLAKE LIMITED

Finlake
Management Consulting
1 employeesInc. 2021NottinghamCH 13112132

Trajectory

4y · 2022–Now

Financial sub-scores

Computed from 4 filings
Net assets100 / 100
Cash100 / 100
Headcount40 / 100
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Company vitals
UK Headcount
1
UK Revenue
£44.6kEstimate
Founded
5 years ago
Since Jan 2021
HQ
Nottingham
Financial health
84

Financial Health

Strong

Strong · Growing · 0% CAGR over 3y

Growing

Location

Map of Nottingham
1 Derby Road, Eastwood
Nottingham, NG16 3PA
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FD COACH LIMITED

FD Coach
Management Consulting
2 employeesInc. 2023NottinghamCH 14854310

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets55 / 100
Cash100 / 100
Headcount40 / 100
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Company vitals
UK Headcount
2
UK Revenue
£69.3kEstimate
Founded
3 years ago
Since May 2023
HQ
Nottingham
Financial health
63

Financial Health

Healthy

Healthy · 0% CAGR over 2y

Location

Map of Nottingham
18 Dark Lane, Whatton
Nottingham, NG13 9FE
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BLUE BUSINESS SERVICES LTD

Blue Business Services
Management Consulting
1 employeesInc. 2016NottinghamCH 09972925

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Headcount0 / 100
Key contacts (1)
RK
Raj Kiran Singh Hari
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£10.2kEstimate
Founded
10 years ago
Since Jan 2016
HQ
Nottingham
Financial health
0

Financial Health

Distressed

Distressed · -16% CAGR over 4y

Financial distressTechnical insolvency

Location

Map of Nottingham
23 Ramblers Close, Colwick
Nottingham, NG4 2DN
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RD Financial Management Ltd

RD Financial Management
Management Consulting
2 employeesInc. 2019NottinghamCH 11756881

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Cash0 / 100
Headcount40 / 100
Key contacts (2)
RW
Richard William Durrant
Director
RR
Rhonda Rosemary Durrant
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£35.2kEstimate
Founded
7 years ago
Since Jan 2019
HQ
Nottingham
Financial health
11

Financial Health

Distressed

Distressed · 0% CAGR over 4y

Financial distressTechnical insolvency

Location

Map of Nottingham
47 Balmoral Drive, Bramcote
Nottingham, NG9 3FU
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IIB CROCKER LIMITED

IIB Crocker
Management Consulting
0 employeesInc. 2022NottinghamCH 14064894

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Cash0 / 100
Headcount0 / 100
Key contacts (1)
JM
Justin Michael Crocker
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£29.5kEstimate
Founded
4 years ago
Since Apr 2022
HQ
Nottingham
Financial health
0

Financial Health

Distressed

Distressed · -90% CAGR over 2y

Financial distress

Location

Map of Nottingham
Potts Farm 20 Kneeton Road, East Bridgford
Nottingham, NG13 8PH
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BUCKS INVESTMENTS LIMITED

Bucks Investments
Management Consulting
0 employeesInc. 2006Nottingham, NottinghamshireCH 05990611
lookafterme.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets63 / 100
Cash58 / 100
Headcount0 / 100
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Company vitals
UK Headcount
0
UK Revenue
£8.7mEstimate
Founded
19 years ago
Since Nov 2006
HQ
Nottingham, Nottinghamshire
Financial health
44

Financial Health

Stable

Stable · -73% CAGR over 4y

Location

Map of Nottingham, Nottinghamshire
Units 1 & 2 Bunny Trading Estate Gotham Lane, Bunny
Nottingham, Nottinghamshire, NG11 6QJ
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GFP FINANCIAL CONSULTANCY LIMITED

GFP Financial Consultancy
Management Consulting
1 employeesInc. 2019NottinghamCH 11898248

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets37 / 100
Headcount40 / 100
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Company vitals
UK Headcount
1
UK Revenue
£0Estimate
Founded
7 years ago
Since Mar 2019
HQ
Nottingham
Financial health
38

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

Map of Nottingham
92 Musters Road, West Bridgford
Nottingham, NG2 7PS
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SPO EXECUTIVE CONSULTING LIMITED

SPO Executive Consulting
Management Consulting
Inc. 2018NottinghamCH 11685798

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£0Estimate
Founded
7 years ago
Since Nov 2018
HQ
Nottingham
Financial health
0

Financial Health

Distressed

Distressed

Financial distressTechnical insolvency

Location

Map of Nottingham
82 Abbey Road, West Bridgford
Nottingham, NG2 5NB
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ECHELON CORPORATE FINANCE LIMITED

Echelon Corporate Finance
Management Consulting
Inc. 2019Nottingham, NottinghamshireCH 12199148

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets40 / 100
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£0Estimate
Founded
6 years ago
Since Sep 2019
HQ
Nottingham, Nottinghamshire
Financial health
40

Financial Health

Stable

Stable

Location

Map of Nottingham, Nottinghamshire
96 Edward Road, West Bridgford
Nottingham, Nottinghamshire, NG2 5GB
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SUMMERCOURT ACCOUNTING LTD

Summercourt Accounting
Management Consulting
2 employeesInc. 2023Sutton-in-AshfieldCH 14570819

Trajectory

2y · 2024–Now

Financial sub-scores

Computed from 2 filings
Net assets100 / 100
Headcount40 / 100
Key contacts (2)
WT
Wendy Tomlinson-Stanley
Director
NR
Nicholas Ronald Stanley
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£20.9kEstimate
Founded
3 years ago
Since Jan 2023
HQ
Sutton-in-Ashfield
Financial health
78

Financial Health

Healthy

Healthy · 0% CAGR over 1y

Location

Map of Sutton-in-Ashfield
22 Lawn Avenue
Sutton-In-Ashfield, NG17 5FU
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FLEET ACCOUNTING SOLUTIONS LIMITED

Fleet Accounting Solutions
Management Consulting
1 employeesInc. 2021SleafordCH 13285570

Trajectory

4y · 2022–Now

Financial sub-scores

Computed from 4 filings
Net assets40 / 100
Headcount40 / 100
Key contacts (1)
CR
Christopher Robert Fletcher
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£68.5kEstimate
Founded
5 years ago
Since Mar 2021
HQ
Sleaford
Financial health
40

Financial Health

Stable

Stable · 0% CAGR over 3y

Location

Map of Sleaford
21 Millview Road, Heckington
Sleaford, NG34 9JP
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Debt Limited

Debt
Management Consulting
1 employeesInc. 2020NottinghamCH 12848428

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Headcount40 / 100
Key contacts (1)
SJ
Simon James Towers
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£17.8kEstimate
Founded
5 years ago
Since Aug 2020
HQ
Nottingham
Financial health
78

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

Map of Nottingham
24 Gillotts Close, Bingham
Nottingham, NG13 8GE
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EAJ Consultancy Limited

EAJ Consultancy
Management Consulting
1 employeesInc. 2016Sutton in Ashfield, NottinghamshireCH 09990876

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Cash100 / 100
Headcount40 / 100
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£10.9kEstimate
Founded
10 years ago
Since Feb 2016
HQ
Sutton in Ashfield, Nottinghamshire
Financial health
38

Financial Health

Weak

Weak · 0% CAGR over 4y

Financial distressTechnical insolvency

Location

Map of Sutton in Ashfield, Nottinghamshire
48 Butterworth Road
Sutton In Ashfield, Nottinghamshire, NG17 1DF
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SAMRA WEALTH MANAGEMENT LTD

Samra Wealth Management
Management Consulting
0 employeesInc. 2010NottinghamCH 07146037
samrawm.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets48 / 100
Cash89 / 100
Headcount0 / 100
Key contacts (2)
RK
Rapinder Kaur Samra
Director
PS
Pervitter Singh Samra
Director
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Company vitals
UK Headcount
0
UK Revenue
£127.1kEstimate
Founded
16 years ago
Since Feb 2010
HQ
Nottingham
Financial health
46

Financial Health

Stable

Stable · -70% CAGR over 4y

Location

Map of Nottingham
42 Wollaton Road, Beeston
Nottingham, NG9 2NR
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KWJ CONSULTING LTD

KWJ Consulting
Management Consulting
Inc. 2012NottinghamCH 08338200

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Cash7 / 100
Headcount0 / 100
Key contacts (1)
KW
Keith Watt
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£9.6kEstimate
Founded
13 years ago
Since Dec 2012
HQ
Nottingham
Financial health
2

Financial Health

Distressed

Distressed

Financial distressTechnical insolvency

Location

Map of Nottingham
1 Derby Road, Eastwood
Nottingham, NG16 3PA
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MHP Management Services Limited

MHP Management Services
Management Consulting
2 employeesInc. 1988DerbyCH 02211997
mhpreece.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets34 / 100
Cash100 / 100
Headcount11 / 100
Key contacts (1)
SA
Stephen Albon
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£280.2kEstimate
Founded
38 years ago
Since Jan 1988
HQ
Derby
Financial health
46

Financial Health

Stable

Stable · -10% CAGR over 4y

Location

Map of Derby
Jessop House Outrams Wharf, Little Eaton
Derby, DE21 5EL
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MK Financial Consultancy Limited

MK Financial Consultancy
Management Consulting
1 employeesInc. 2022NottinghamCH 13930901

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets0 / 100
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£7.7kEstimate
Founded
4 years ago
Since Feb 2022
HQ
Nottingham
Financial health
0

Financial Health

Distressed

Distressed

Financial distressTechnical insolvency

Location

Map of Nottingham
88 Cliff Road, Carlton
Nottingham, NG4 1BT
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Compton Wealth Management Limited

Compton Wealth Management
Management Consulting
Inc. 2019NottinghamCH 12044115

Trajectory

4y · 2022–Now

Financial sub-scores

Computed from 4 filings
Headcount0 / 100
Key contacts (1)
JJ
Jonathan James Pashley
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£29.9kEstimate
Founded
6 years ago
Since Jun 2019
HQ
Nottingham
Financial health
0

Financial Health

Distressed

Distressed

Financial distress

Location

Map of Nottingham
23 Rectory Road, West Bridgford
Nottingham, NG2 6BE
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Addison Horsley Limited

Addison Horsley
Management Consulting
Inc. 2017NottinghamCH 11029538

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£35.3kEstimate
Founded
8 years ago
Since Oct 2017
HQ
Nottingham
Financial health
100

Financial Health

Strong

Strong

Location

Map of Nottingham
258 Melton Road, Edwalton
Nottingham, NG12 4AG
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RP BUSINESS SUPPORT LTD

RP Business Support
Management Consulting
1 employeesInc. 2021Nottingham, NottinghamshireCH 13209196

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash81 / 100
Headcount40 / 100
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£31.1kEstimate
Founded
5 years ago
Since Feb 2021
HQ
Nottingham, Nottinghamshire
Financial health
78

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 4y

Growing

Location

Map of Nottingham, Nottinghamshire
42 Chedington Avenue
Nottingham, Nottinghamshire, NG3 5SG
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KINCRAIG HOLDINGS LIMITED

Kincraig
Management Consulting
Inc. 2019NottinghamCH 12199688

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£257.7kEstimate
Founded
6 years ago
Since Sep 2019
HQ
Nottingham
Financial health
100

Financial Health

Strong

Strong

Location

Map of Nottingham
1a Cliff Drive, Radcliffe-On-Trent
Nottingham, NG12 1AX
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F IN FD LTD

F in FD
Management Consulting
1 employeesInc. 2011Nottingham, NottinghamshireCH 07589785

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets68 / 100
Headcount40 / 100
Key contacts (1)
GP
Graham Peter Baskeyfield
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£12.8kEstimate
Founded
15 years ago
Since Apr 2011
HQ
Nottingham, Nottinghamshire
Financial health
58

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Map of Nottingham, Nottinghamshire
Spring Farm House, Tithby Road
Nottingham, Nottinghamshire, NG13 8GQ
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BEST WEALTH MANAGEMENT LTD

Best Wealth Management
Management Consulting
0 employeesInc. 2006Nottingham, NottinghamshireCH 05961818

Trajectory

4y · 2023–Now

Financial sub-scores

Computed from 4 filings
Headcount0 / 100
Key contacts (1)
NF
Neil Francis Staley
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£81.1kEstimate
Founded
19 years ago
Since Oct 2006
HQ
Nottingham, Nottinghamshire
Financial health
0

Financial Health

Distressed

Distressed · -78% CAGR over 3y

Financial distress

Location

Map of Nottingham, Nottinghamshire
Cabourn House, Station Street, Bingham
Nottingham, Nottinghamshire, NG13 8AQ
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INDIGO MANAGEMENT CONSULTANTS LTD

Indigo Management Consultants
Management Consulting
1 employeesInc. 2023NottinghamCH 15108404

Trajectory

2y · 2024–Now

Financial sub-scores

Computed from 2 filings
Net assets58 / 100
Headcount40 / 100
Key contacts (1)
HA
Heather Anne Lane
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£24.8kEstimate
Founded
2 years ago
Since Sep 2023
HQ
Nottingham
Financial health
51

Financial Health

Stable

Stable · 0% CAGR over 1y

Location

Map of Nottingham
64 The Hollows, Long Eaton
Nottingham, NG10 2ES
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DRAWNABLANK LTD

Drawnablank
Management Consulting
Inc. 2002Nottingham, NottinghamshireCH 04450812

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets37 / 100
Headcount0 / 100
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£0Estimate
Founded
24 years ago
Since May 2002
HQ
Nottingham, Nottinghamshire
Financial health
23

Financial Health

Weak

Weak

Location

Map of Nottingham, Nottinghamshire
Quarry House, Main Street, Strelley
Nottingham, Nottinghamshire, NG8 6PE
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How Nottingham Financial Advice companies work and how to sell to them

What they do

Revenue usually comes from a blend of one-off planning work and ongoing servicing, with implementation activity sitting around pensions, investments and protection. Pricing tends to be fixed-fee for defined advice, asset-linked for continuing portfolio oversight, or commission-based where protection products allow it. The service shape is closer to a regulated professional practice than a software platform: client fact-finding, suitability reports, provider paperwork, annual reviews and referral management. In Nottingham, many firms appear geared towards owner-adviser delivery, so margin often depends on how much administration can be handled without pulling advisers away from client conversations.

Who they sell to

Clients are usually households approaching retirement, business owners with surplus cash or pension questions, trustees overseeing family or organisational money, and local organisations needing protection or benefit-related advice. The buyer is rarely a procurement team; decisions tend to sit with the individual client, a spouse or partner, an owner-manager, or a trustee group. New work is commonly won through referrals, introducers and direct local relationships rather than formal tenders. Advice engagements can be considered purchases, especially where pension transfers, inheritance planning or investment consolidation are involved, so trust-building and evidence of suitability matter before fees are agreed.

What they buy

Practices tend to spend on systems and services that reduce adviser administration or help evidence compliant advice. Common categories include client relationship management, financial planning and cashflow tools, portfolio reporting, document management, secure client portals, call recording, cyber security, accounting, payroll and basic HR support. Smaller firms may also buy outsourced paraplanning, file-checking, compliance consultancy, professional indemnity broking, website work and local lead generation. Vendors with sector fit usually need to show how their offer fits adviser workflows, provider integrations and review cycles, rather than selling generic office productivity benefits.

Why and how to sell to them

Buying intent often appears when a practice hires another adviser, takes on a client book, changes principal, joins or leaves a network, or faces heavier review and file-checking demands. Other triggers include rising professional indemnity cost, client complaints, backlog in annual reviews, or a push to move more client communication into auditable channels. Outbound tends to work when it is specific to advice economics: fewer manual touches per review, clearer suitability evidence, faster onboarding, lower operational risk and more adviser time for fee-earning conversations. Broad claims about growth or modernisation are less likely to land with time-poor principals.

How this list is built

Methodology

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 Nottingham

Related directories

Frequently asked questions

How many financial advice companies are there in Nottingham?
Around 99 actively-trading financial advice companies are registered in Nottingham. Of those, 1 report turnover above £5M in their most recent filed accounts. This Nottingham list covers companies across the wider Nottingham travel-to-work area, including surrounding towns — not just the Nottingham local-authority boundary.
What counts as a financial advice company in this list?
A company is included when its public website and filed activity descriptions indicate it sells financial advice products or services as its primary business — not just because of the SIC code it picked at incorporation. Each company is tagged via semantic analysis of its website content; SIC codes are used as supporting signal, not the sole gate.
Which are the largest financial advice companies in Nottingham?
The list is ranked by a sales-readiness score — built from trading signals, financial health and growth rather than raw turnover — so the most actionable financial advice companies in Nottingham appear at the top of the table. Larger firms often still rank highly, because that score rewards genuine trading scale, but the order reflects sales-readiness, not turnover alone. About 1 of the 99 actively-trading firms report turnover above £5M in their most recent accounts; subsidiaries that file consolidated worldwide accounts are excluded so the figures stay comparable across UK filers.
What do financial advice companies in Nottingham actually do?
Revenue usually comes from a blend of one-off planning work and ongoing servicing, with implementation activity sitting around pensions, investments and protection. Pricing tends to be fixed-fee for defined advice, asset-linked for continuing portfolio oversight, or commission-based where protection products allow it. The service shape is closer to a regulated professional practice than a software platform: client fact-finding, suitability reports, provider paperwork, annual reviews and referral management. In Nottingham, many firms appear geared towards owner-adviser delivery, so margin often depends on how much administration can be handled without pulling advisers away from client conversations.
How does Nottingham financial advice compare internationally?
Cross-border comparisons of financial advice populations are tricky because every country defines the sector slightly differently and reports financials on different cadences. We focus this list on firms that file UK statutory accounts so the figures are comparable; international peer breakdowns aren't bundled here.
How is this list built and how fresh is the data?
The list is rebuilt from Companies House dump data, XBRL filings, and a website analysis pass over each company's public site. Companies with consolidated group accounts (worldwide rather than UK-only revenue) are excluded so the figures stay UK-specific. The page's last-updated date is shown at the top.
How big are the typical financial advice companies in Nottingham?
Company sizes in this list vary widely. The median actively-trading financial advice firm employs around 1 people, and median UK turnover across the list is roughly £23k in the most recent filed accounts.
Are these mostly new or established financial advice companies?
22 of the 99 actively-trading financial advice companies in this list were incorporated since 2022; the remainder were incorporated before then, so the Nottingham list mixes recent entrants with longer-established firms.
What SIC codes does this use?
Rather than relying solely on SIC codes, we build a semantic understanding of what each company actually does by scraping its website and analysing it with AI. This means a company is included based on what it sells, not what SIC code it picked at incorporation. SIC codes are used as a signal but not the primary classification.
What buying signals should I look for?
The strongest signals for B2B outbound are recent leadership changes (new CFO/CRO), rapid headcount growth, revenue-band changes, and web-stack changes. Firmbase tracks all of these automatically.

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