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Wealth Management Companies in Leicester: 93 Active Firms (2026)
Wealth management companies in Leicester advise households, entrepreneurs and employers on investments, pensions and financial planning.
Buying centres tend to sit around owner-managed wealth planning, employer pension support and outsourced investment administration rather than large institutional mandates. Client relationships are usually high-trust and recurring, with private clients, entrepreneurs, trustees and family offices buying advice alongside portfolio reviews and retirement planning. The commercial shape is micro to lower-mid-market: founder-led practices, small adviser teams and lean administration functions, often selling through referrals, local professional networks and long-running personal relationships. Engagements appear less transactional than project-led, with value tied to continuity of service, suitability documentation and periodic review of long-term client assets.
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Leicester has 93 actively trading wealth management firms in scope, so the page is covering a compact local advisory market rather than a broad national fund-management universe. Reported employment totals 467 people, which points to a cohort dominated by lean practices rather than sizeable regulated platforms. The absence of firms above £5M in reported turnover reinforces that local skew: most appear to sit in relationship-led advice, portfolio oversight and pension-planning administration for private and employer clients, with limited evidence of scale by revenue.
Authorised advice, pension work and portfolio administration all sit within a permissioned operating environment, with conduct, suitability and disclosure obligations shaping day-to-day delivery. Leicester firms that serve trustees, employer pension clients and entrepreneurs tend to face longer fact-find processes, written suitability trails and careful separation between regulated advice and adjacent estate-planning work. Market structure also matters: referral routes from accountants, solicitors and local business networks can be valuable, but they do not remove the need for clear client segmentation, complaint handling and evidence that recommendations match objectives and risk tolerance.
Succession planning and compliance costs appear likely to keep favouring consolidation among smaller adviser practices. Demand tends to be anchored in recurring portfolio reviews, retirement planning and employer pension administration, rather than short project cycles. Scale-up scarcity is likely to persist because trust, permissions and adviser capacity are harder to replicate than back-office processes. Digital administration may reduce friction, but the limiting factor still appears to be qualified advice capacity and the ability to retain clients through life events.
93
Active firms
2026
12
Since 2022
new incorporations
0
Above £5M
reported revenue threshold
Key facts
12% of the cohort was incorporated since 2022 (12 firms), so a sizeable share is in its first few filing cycles.
Leicester wealth managers tend to sit close to household and owner-managed business balance sheets, where advice needs often combine retirement planning, tax-aware investing and employer pension decisions.
The buyer base spans households, entrepreneurs and employers, so propositions often need to address both personal planning and workplace pension decisions.
Operating models appear to split between principal-led advice practices and scaled regional firms with separate back-office, compliance and paraplanning functions.
Adviser capacity and retained client books are likely to matter more than headline firm count when comparing local wealth management practices.
Top Leicester Wealth Management companies
Mattioli Woods
Provides financial planning and wealth management services including pension advice, investment portfolio management, tax‑efficient investing, estate and inheritance planning, and employee benefits…
Serves a mix of individuals and families, business owners, employers, and professional introducers whose clients need pensions, investments, wealth planning or employee benefit support.
Location
Mattioli Woods
Provides wealth management and financial planning services including pensions advice, investment portfolio management, retirement planning, tax and estate planning, and employee benefits consulting…
Serves private individuals, families, business owners and employers, plus trustees and professional introducers, targeting clients with pension, investment, estate-planning, business-protection,…
Location
GATEWAY FINANCIAL ADVISERS (UK) LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice for individuals and businesses, covering investments, pensions and SSAS/SIPP management, life assurance and business protection, retirement planning, inheritance…
Serves both individual consumers and businesses seeking independent financial advice, including clients needing investments, pensions, mortgages, equity release, inheritance tax planning, wills and…
Financial Health
StableStable · 0% CAGR over 4y
Location
LINDLEY TRUSTEES LIMITED
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides professional trustee and fiduciary services for pension schemes and trusts. Also supports wealth management activities including investment portfolio management, retirement and pension…
Serves individuals and families, business owners, employers seeking employee benefits and wellbeing support, and professional introducers with client financial planning needs.
Financial Health
StableStable
Location
DYER & CO WEALTH MANAGEMENT LTD
Trajectory
3y · 2022–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and wealth management advice to individuals, families and businesses, including investment management, retirement planning, protection planning, mortgages and specialist…
Serves individuals, families, business owners and company directors seeking financial advice, including retirement, investment, protection, mortgages, corporate services and intergenerational wealth…
Financial Health
StrongStrong · Growing, Hiring · 100% CAGR over 2y
Location
INGENIOUS FINANCIAL SOLUTIONS LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals, families and small to medium-sized businesses. Services include pensions and retirement planning, investment and savings advice, life and income…
Serves UK-based individuals, family groups and small to medium-sized businesses, including private clients with careers, inherited assets or investment portfolios, and corporate clients.
Financial Health
StrongStrong · Growing, Hiring · 6% CAGR over 4y
Location
GHC Group
Provides stockbroking and investment management services, including share dealing, portfolio management and investment advice for private individuals, companies and professional clients, alongside…
Serves a mix of B2C and B2B clients: individual investors, professional companies, and financial adviser partnerships with accountancy firms.
Location
Westerby Investment Management Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice including pension and retirement planning, investment and savings guidance, inheritance tax planning, tax mitigation strategies, life insurance advice, cashflow…
Sells to individual consumers seeking independent financial advice, especially people planning retirement, investing savings, arranging life insurance, and managing tax or inheritance matters. Also…
Financial Health
WeakWeak · 3% CAGR over 2y
Location
Westerby Trustee Services Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides trusteeship and administration services for Self‑Invested Personal Pensions (SIPP) and Small Self‑Administered Schemes (SSAS). Offers pension plan operation, investment administration, and…
Serves individuals seeking self-invested pensions, small to medium-sized businesses using SSAS arrangements, and financial advisers needing client pension support, with relevance to commercial…
Financial Health
StableStable · 0% CAGR over 2y
Location
Willday Wealth Management Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and advisory services including pensions, investments, ISAs and mortgage advice. Offers pension transfer advice, retirement planning, and related wealth management…
Serves UK consumers and families, including retirement savers, high earners, mortgage borrowers, investors, parents planning for children, and individuals considering inheritance or estate planning.
Financial Health
HealthyHealthy · Hiring · 37% CAGR over 4y
Location
RI WEALTH MANAGEMENT LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
CFG (COMMERCIAL FINANCE GROUP) LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · Hiring · 19% CAGR over 4y
Location
BEECHWOOD TRUSTEESHIP & ADMINISTRATION LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides consultancy, administration and professional trusteeship services for employer‑sponsored pension schemes, specialising in Small Self Administered Pension Schemes (SSAS). Supports scheme…
Serves businesses and employers establishing, running or winding up employer-sponsored pension schemes, particularly those using Small Self Administered Pension Schemes (SSAS) and organisations…
Financial Health
WeakWeak · 0% CAGR over 2y
Location
RAMSY DHILLON WEALTH MANAGEMENT LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · Hiring · 6% CAGR over 4y
Location
SHARAD FINANCIAL SERVICES LTD
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
Arjs Contracting Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
Accomplished Financial Solutions Ltd
Trajectory
1y · 2024–NowFinancial Health
Insufficient historyInsufficient history
Location
Bates Financial Solutions Limited
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StrongStrong · Hiring · 100% CAGR over 1y
Location
SRU Management Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
FLUID FUNDING LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
HSP FINANCIAL PLANNING LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to private and corporate clients, including pension and retirement planning, investment and portfolio advice, inheritance tax planning, family protection, and…
Serves private individuals, families and corporate clients in and around Leicester/Leicestershire, including people planning retirement or estates and businesses needing employee or corporate…
Financial Health
StableStable · -68% CAGR over 4y
Location
Rowley Turton (I.F.A.) Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial planning and wealth management services, including retirement planning, pension advice, investment management, inheritance tax planning, and financial guidance for…
Serves private individuals and couples, particularly people in Leicester who are planning for retirement, already retired, or recently bereaved and needing personal financial guidance.
Financial Health
HealthyHealthy · Hiring · 8% CAGR over 2y
Location
PSA Financial Services Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice and planning services, including pensions and retirement planning, savings and investment advice, mortgage and equity release guidance, estate and long‑term care…
Serves individual clients and families in Leicestershire seeking independent financial advice on retirement, pensions, mortgages, equity release, savings, investments, estate planning, long-term care…
Financial Health
HealthyHealthy · 3% CAGR over 2y
Location
Perrett & Co. Financial Services Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial planning and advisory services to individuals and businesses, including pension and retirement planning, investment and savings advice, tax and estate planning,…
Serves private individuals at different life stages and businesses, including employers seeking employee benefits and corporate protection, primarily in the East Midlands.
Financial Health
StableStable · Hiring · 29% CAGR over 2y
Location
Chesterton House Financial Planning Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and advisory services for individuals and families, including retirement planning, inheritance tax and estate planning, family wealth planning, and advice following…
Serves private individuals, families and business owners with accumulated wealth, including people approaching retirement, receiving windfalls, managing inheritance plans, or selling/exiting a…
Financial Health
StableStable · 1% CAGR over 2y
Location
Angell Mallinder Limited
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial planning and advisory services to private and corporate clients, including investment and asset management, pensions and retirement planning, estate and inheritance tax…
Serves private individuals, families and business clients of all sizes seeking independent financial advice, including retirement planners, estate and inheritance planning clients, and employers with…
Financial Health
HealthyHealthy · Hiring · 6% CAGR over 4y
Location
gp3 Financial Solutions Limited
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals and businesses, including pensions, savings and investments, mortgages, protection insurance, workplace auto‑enrolment schemes, inheritance tax…
Serves individuals, families, retirees, business owners and employers seeking independent financial advice across personal wealth, retirement planning and workplace pension responsibilities.
Financial Health
StableStable · 2% CAGR over 4y
Location
HENRY SPAIN INVESTMENT SERVICES LIMITED
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides financial advice and planning services for individuals, including investment portfolio planning, pensions advice, ISA investments and inheritance tax planning. Offers tailored investment…
Serves private clients and households around Market Harborough and Oakham seeking financial planning, investment, pension and inheritance tax advice, including people reviewing existing investments…
Financial Health
HealthyHealthy · -65% CAGR over 4y
Location
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and investment management services to individuals and families. Also offers trustee services and financial consultancy, advising on areas such as retirement planning,…
Serves private individuals, families, business owners approaching sale or retirement, trustees, and professional advisers seeking support for clients with financial planning and investment needs.
Financial Health
StrongStrong · Hiring · 19% CAGR over 4y
Location
Bailey Finance Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals and businesses, covering mortgages, pensions and retirement planning, investment and wealth management, insurance protection, estate and trustee…
Serves UK individuals and businesses, including high-net-worth clients, professionals, trustees, start-ups, established companies, partnerships, the self-employed and business owners.
Financial Health
StableStable · 0% CAGR over 4y
Location
Imperial Wealth Advisory Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advisory services to individuals, families, and businesses, including retirement planning, investment advice, estate planning, life and general insurance, and corporate…
Serves a mix of private clients and businesses, including professionals, families, company directors and employers seeking personal wealth, retirement, protection and corporate benefits advice.
Financial Health
StrongStrong · Growing, Hiring · 22% CAGR over 4y
Location
Rees Wealth Management Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial advice and wealth management services to private and business clients, including investment planning, retirement planning, protection and insurance advice, mortgages, cash…
Serves private clients and business clients, including business owners, senior corporate executives, company directors, city professionals, sports professionals and families managing wealth across…
Financial Health
StrongStrong · Growing, Hiring · 19% CAGR over 4y
Location
BERRY WEALTH MANAGEMENT LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals and businesses, including retirement planning, pensions, protection, savings and investment advice, auto‑enrolment support, and guidance on wills…
Serves individuals, families, business owners and businesses seeking independent financial advice, including clients connected through an accountancy practice and people with retirement or later-life…
Financial Health
HealthyHealthy · Hiring · 7% CAGR over 4y
Location
Matrix Wealth Limited
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsProvides face-to-face financial advice and wealth management services to individuals and businesses, including investment planning, retirement planning, protection and insurance advice, mortgages and…
Serves private individuals, families and businesses needing face-to-face wealth planning advice, including private clients, professionals, business owners and employers seeking personal or corporate…
Financial Health
HealthyHealthy · Hiring · 50% CAGR over 1y
Location
ANDREW BOURNE & CO INDEPENDENT FINANCIAL ADVISERS LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice and planning services including retirement and pension planning, savings and investments, life assurance and income protection, mortgage advice, equity release,…
Serves private individuals, families, homeowners and retirees, alongside corporate clients seeking independent financial advice and related protection or insurance support.
Financial Health
StableStable · Hiring · 14% CAGR over 2y
Location
Progressive Planning Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals and business owners, including pension and retirement planning, investment portfolio management, savings and ISA advice, protection and insurance…
Targets private individuals, families and business owners, as well as companies, looking for an independent financial adviser to support personal, owner-managed business and employee financial…
Financial Health
HealthyHealthy · Growing · 0% CAGR over 4y
Location
Laurence Clarke Limited
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial planning and advisory services for individuals, families and business owners. Offers guidance on wealth building, retirement planning, tax‑efficient income, inheritance…
Serves individuals and families, including professionals, business owners and directors, people building wealth, those approaching or in retirement, and clients planning inheritance or family…
Financial Health
HealthyHealthy · Growing · 0% CAGR over 4y
Location
O'Connor Wealth Management Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management advice to private and corporate clients, including investment management, retirement and protection planning, mortgages, intergenerational wealth…
Serves private individuals and business clients, including private clients, retirees, business owners, company directors, senior executives, city and sports professionals, contractors, charities,…
Financial Health
WeakWeak · -6% CAGR over 4y
Location
SEVEN BRIDGES IM LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and advisory services including investment planning, retirement planning, mortgages, insurance protection, and business financial planning. Supports individuals and…
Serves UK-resident individuals and families, business owners and employers, with dedicated content for veterinary professionals and practices.
Financial Health
StrongStrong · Growing, Hiring · 14% CAGR over 4y
Location
THROGMORTON ASSOCIATES WEALTH MANAGEMENT LIMITED
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides financial planning and wealth management advice, including investment planning, retirement planning, protection and insurance advice, mortgages, and corporate financial services. Works with…
Serves private clients across the UK, including people approaching or in retirement, business owners, company directors and families planning intergenerational wealth, plus professional partners and…
Financial Health
StableStable · -2% CAGR over 3y
Location
CAMBOURNE FINANCIAL PLANNING LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice and planning services, including investment strategy, retirement planning, tax‑efficient planning, cashflow forecasting, inheritance tax planning, insurance…
Serves individuals, families, retirees, business owners and company directors seeking regulated financial advice across life stages, including personal wealth, pensions, protection and…
Financial Health
StableStable · -67% CAGR over 4y
Location
Crownhouse IFAS Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advisory services to small businesses and individuals, including tax mitigation planning, pension scheme advice, succession and inheritance planning, investment and…
Serves small businesses, company owners and private individuals seeking financial advice around tax, pensions, succession, inheritance and retirement, with support from specialist professional…
Financial Health
StableStable · 0% CAGR over 5y
Location
NARWAL WEALTH MANAGEMENT LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management advice, including investment planning, retirement planning, protection, mortgages, and intergenerational wealth planning. Acts as an appointed…
Serves families and individuals, including medical professionals, business owners, city professionals and people approaching or in retirement, plus businesses needing corporate financial support.
Financial Health
StableStable · -66% CAGR over 4y
Location
BROAD & CO. WEALTH MANAGEMENT LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice and wealth management services including investment planning, pensions, mortgages and protection products. Assesses clients’ financial goals, recommends suitable…
Serves individual consumers and families seeking personal financial guidance, from first-time mortgage borrowers to people planning retirement, managing investments, or arranging protection.
Financial Health
DistressedDistressed · -60% CAGR over 5y
Location
LAWRANCE BENNETT PARTNERS LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and advisory services to individuals and business owners, including tax and trust planning, retirement and business exit planning, and advice on implementing and managing…
Serves a mix of UK-based consumers and businesses, including individuals planning personal finances, business owners preparing for retirement or exit, and employers managing workplace pension…
Financial Health
StableStable · -4% CAGR over 4y
Location
Nordic Black Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
WeakWeak
Location
RADIANT FINANCIAL PLANNING LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial planning and wealth management services for individuals and businesses, including investment advice, retirement planning, mortgages, tax planning, employee benefits,…
Serves a mix of private individuals and businesses, including families, homebuyers, landlords, retirees, entrepreneurs, owner-managers, senior executives, employers and veterinary professionals.
Financial Health
HealthyHealthy · -63% CAGR over 4y
Location
Optimum Path Financial Planning Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning, investment and pension advice. Offers personalised retirement planning, portfolio guidance and financial modelling for professionals and owners of knowledge-based…
Serves knowledge workers and owners of knowledge-based businesses, including tech workers, academics, engineers, analysts, programmers and researchers, particularly those planning early retirement or…
Financial Health
StableStable · Hiring · 7% CAGR over 4y
Location
MIDLAND WEALTH SOLUTIONS LIMITED
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · -62% CAGR over 4y
Location
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How Leicester Wealth Management companies work and how to sell to them
What they do
Leicester wealth management firms usually earn through a mix of initial advice fees, ongoing service charges, portfolio administration fees and pension-related support. Pricing tends to follow the advice relationship: asset-linked charges for recurring reviews, fixed fees for planning work, and separate charges where implementation or administration is involved. The service is primarily professional advice with a regulated documentation layer, rather than a product sale. Much of the economic value sits in retaining long-term client relationships, keeping review meetings on schedule, and proving that recommendations remain suitable as client circumstances change.
Who they sell to
Most sell to private clients, owner-managers, trustees, family offices and smaller employer pension clients. The buyer is often the individual receiving advice, but influence can sit with a spouse, finance director, trustee board, accountant, solicitor or HR lead. Sales cycles are usually event-led: retirement planning, inheritance work, a business sale, pension consolidation or a review of employer arrangements. Direct referral remains more typical than formal procurement, although trustee and employer work can involve more comparison, written proposals and evidence of permissions, service process and fee clarity.
What they buy
Most wealth management firms tend to spend on systems and services that reduce adviser administration without weakening the client relationship. Common categories include client relationship management, secure document handling, suitability report production, onboarding, identity checks, portfolio reporting, risk-profiling tools, compliance monitoring and file-review support. They also buy professional indemnity cover, outsourced paraplanning, accounting, legal advice, recruitment, marketing support and cyber security. Firms with pension or employer work may need payroll-adjacent administration, employee communication support and reporting workflows that satisfy both the employer and the end client.
Why and how to sell to them
Wealth management buyers tend to evaluate suppliers when adviser capacity is stretched, a client book changes hands, a new adviser joins, or compliance work starts consuming too much fee-earning time. Other triggers include office expansion, succession planning, referral growth from professional networks, and pressure to evidence client reviews more consistently. Outbound messaging usually lands better when it is framed around time saved per review, clearer audit trails, lower rekeying, and reduced disruption to established client routines. Claims about growth alone are less likely to persuade than proof that the firm can protect trust while removing administrative drag.
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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Frequently asked questions
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