Financial Advice Companies Using Cloudflare in the UK: 319 Active Firms (2026)
Financial advice firms using edge security and performance tooling support regulated client acquisition and digital service access in the UK.
For financial advice firms, edge security and performance tooling usually sits between marketing, compliance and IT operations. It protects enquiry journeys, advice-content pages and client-facing resources while keeping public websites responsive enough for paid search, referrals and adviser-led campaigns. Adoption tends to signal a firm with direct-channel acquisition, a maintained web estate and some internal or agency technical capacity, rather than a brochure site left untouched for years. The buying centre is often mixed: marketing owns conversion and analytics, operations worries about availability, and compliance wants confidence that client-facing materials and contact routes remain controlled.
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UK adoption is visible across 319 actively trading financial advice firms. Reported headcount totals 936 employees, pointing to a cohort that includes small advisory practices alongside larger groups with dedicated marketing or operations teams. Within detected CDN use in this sector, the stack ranks first, with 91.7% share against 348 detections, so the category is concentrated around a default choice rather than dispersed across many alternatives. Registered addresses are weighted towards London at 50.5%, then the South East at 10.7%, the North West at 9.1%, the East of England at 6.6% and the West Midlands at 6.0%.
Financial advice users tend to treat this layer as operational infrastructure rather than a discretionary website add-on. Procurement has to satisfy marketing needs around lead capture, but also security and compliance concerns around contact forms, adviser directories, client portals and downloadable guidance. Cookie consent, analytics tagging and bot filtering need to be configured so that enquiry routes work without collecting more information than the firm is prepared to govern. The vendor ecosystem also matters: many adopters appear to run content-management, analytics and form tools alongside the edge layer, which makes agency support and change control relevant to day-to-day operation.
Adoption appears likely to be governed less by fashion and more by maintenance pressure. Financial advice firms that rely on search, referrals and gated guidance tend to need faster pages, cleaner spam filtering and fewer outages during campaign periods. At the same time, smaller practices may prefer bundled agency-managed stacks, while larger advisory groups are more likely to formalise ownership across marketing, security and compliance. Consolidation in website operations could keep the edge layer embedded, but replacement risk remains where broader hosting, consent and analytics packages are bought through the same supplier relationship.
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
Adoption by company size
Adoption of Cloudflare rises with company size across the trading UK financial advice companies in this cohort. 2.4% of the 10,422 companies with under 10 employees run Cloudflare (248 detected). 36.5% of the 192 companies with 10–50 employees run Cloudflare (70 detected). 46.7% of the 15 companies with over 50 employees run Cloudflare (7 detected). That is a 44.3% gap between the over 50 employees and under 10 employees bands.
319
Active firms
2026
91.7%
Of detected CDN share
UK financial advice
5
Median headcount
Filed accounts
756
Verified directors
Across this cohort
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Key facts
About 6% of the trading cohort reports turnover above £5M (21 of 319 firms) — the rest sits below that revenue band.
7% of the cohort was incorporated since 2022 (25 firms), so a sizeable share is in its first few filing cycles.
Among 348 financial advice firms with a detectable CDN, this system accounts for 91.7% (319), versus 5.5% (19) for the next largest detected system.
London accounts for 50.5% (161) of financial advice firms running this CDN, ahead of the South East at 10.7% (34) and the North West at 9.1% (29).
Content-management tooling appears alongside the CDN in 59.6% (190) of cases, while analytics and tag-management tooling appear in 43.9% (140) and 41.7% (133).
Sector tags overlap with Management Consulting for 69.3% (221), Investment Banking for 36.7% (117), and Accounting & Audit for 24.5% (78).
Client-facing web controls are visible in the stack: 31.0% (99) run CAPTCHA-style checks, and 16.0% (51) run contact-form tooling.
CDN market share among UK Financial Advice
Share of the 348 UK Financial Advice with a detectable system. As of June 2026.
What else do Cloudflare-running Financial Advice run?
Share of the 319 Cloudflare-running UK companies where each technology was also detected. As of June 2026.
Where Cloudflare Financial Advice are, and how healthy they look
By region
By registered-office region; companies without a regional match count toward Rest of UK.
By financial health
From filed accounts; firms with fewer than two filings show as insufficient history.
5
Median headcount
£455.9K
Median UK turnover
6.6%
Above £5M turnover
25
Incorporated since 2022
Verified directors — included in the file
Director names and roles for these 735 companies, alongside financials and websites, in one CSV file.
Top UK Financial Advice using Cloudflare
Ranked by sales-readiness score: an AI model assesses what each company does, its sector and size, and scores its overall fit. Best-fit prospects appear first.
Financial sub-scores
Computed from 5 filingsProvides independent financial advice and planning services for individuals and businesses, including pensions, investments, retirement planning, mortgages and employee benefit schemes. Advises…
Serves private individuals at all life stages, company directors accumulating wealth or approaching retirement, and employers/corporate entities looking after staff benefits.
Financial Health
StrongStrong · Hiring · 11% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides private banking, wealth management, and investment banking services. Activities include asset management, securities financing, asset custody, treasury and cash management, cross-border…
Serves high-net-worth individuals, families and institutions with an international profile, including organisations needing private banking, wealth management, estate planning and investment banking…
Financial Health
StrongStrong
Location
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Financial sub-scores
Computed from 5 filingsProvides discretionary, advisory and execution-only investment services, including corporate broking and advisory, equity research, sales and trading. Also operates auctions for buying and selling…
Serves investors seeking to buy or sell Wimbledon Debentures, alongside quoted and unquoted companies needing capital markets support and corporate broking relationships.
Financial Health
StrongStrong · Growing, Hiring · 22% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides wealth management, brokerage and investment advisory services to individuals and institutions, and offers investment banking, capital markets, equities and fixed‑income trading, asset…
Serves individuals and families, athletes and entertainers, corporations, institutional investors, public-sector issuers, and financial professionals seeking brokerage, wealth, capital markets, and…
Financial Health
HealthyHealthy · Growing, Hiring · 3% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides financial services including wealth management, investment banking, capital raising advisory, securities sales and trading, investment management, and market research for individuals,…
Serves individuals, families, businesses, corporations, institutional investors, hedge funds and governments across global financial markets.
Financial Health
HealthyHealthy
Location
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Financial sub-scores
Computed from 2 filingsProvides wealth management and financial advisory services including investment management, financial planning, retirement planning, and tax and estate strategy guidance for high‑net‑worth…
Serves individual investors and families, including high-net-worth clients with $2.5m+ investable assets, high earners, retirees, business owners and entrepreneurs, and clients dealing with…
Financial Health
WeakWeak · 0% CAGR over 1y
Location
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Provides asset management, wealth management and investment advisory services as part of an international financial group, offering portfolio management, capital markets access, banking and wealth…
Serves sophisticated ultra-high-net-worth individuals, investors and their advisors seeking access to banking, wealth management, asset management, capital markets, wealth planning and financial…
Location
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Financial sub-scores
Computed from 3 filingsProvides stockbroking and telephone-based investment advisory services focused on small‑cap and alternative investments. Offers access to IPOs and secondary placings, and provides corporate broking…
Serves experienced investors seeking access to small-cap stocks, IPOs and placings, plus UK growth companies looking to raise funds or list on LSE, AIM or Aquis.
Financial Health
StrongStrong · Profitable, Growing · 0% CAGR over 2y
Location
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Financial sub-scores
Computed from 3 filingsProvides consulting on asset ownership and structuring, tax planning, and wealth protection. Advises on investment strategy and capital markets, and organises and supports transactions including M&A,…
Serves high-net-worth individuals, families, investors and business owners with international assets, plus companies involved in M&A, private equity, venture capital, real estate, finance, IPO and…
Financial Health
StrongStrong · Growing · 0% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides financial services including wealth management, investment banking, capital markets trading, currency services, private equity and real estate investment management, and retirement plan…
Serves institutional investors, middle-market businesses, public finance issuers, retirement plan sponsors, wealth advisors, executives and high-net-worth individuals.
Financial Health
StableStable · Profitable · -4% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides corporate finance and business advisory services, including deal advisory, transaction support and due diligence. Also offers tax advisory, business recovery and insolvency support, and…
Serves B2B clients: owner-managers and entrepreneurs, as well as intermediaries, private equity firms and lenders, primarily around UK owner-managed and growth businesses.
Financial Health
StableStable
Location
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Financial sub-scores
Computed from 5 filingsProvides corporate finance and investment banking advisory to public and private companies, including mergers and acquisitions advice, equity capital raising, IPO support, debt advisory, and…
Serves ambitious UK public and private companies, entrepreneurs, founders and management teams across sectors, including growth businesses, PLCs and investment companies.
Financial Health
StrongStrong · 0% CAGR over 2y
Location
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Financial sub-scores
Computed from 3 filingsProvides asset management, private equity investment, and corporate finance advisory services. Manages public and private market investment funds and managed accounts, and advises on mergers and…
Serves family offices, institutional investors, high-net-worth individuals and trusts, as well as companies seeking corporate finance support, especially in media, creative, leisure, financial…
Financial Health
StrongStrong · Hiring · 29% CAGR over 2y
Location
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Financial sub-scores
Computed from 3 filingsProvides corporate finance advisory and fundraising support to startups and scale-ups. Operates an online investment portal connecting companies with investors, delivers accelerator and support…
Serves startup founders seeking UK growth or Innovator Founder visa endorsement, fundraising early-stage companies, angel investors/advisors, and organisations running investment or innovation…
Financial Health
StrongStrong · Growing · 0% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides foreign exchange trading and international payment services, including spot, forwards, options and NDFs. Offers access to equities, commodities, metals and fixed income markets, along with…
Serves corporate clients, professional investors and individual account holders needing global trading, hedging and international payment access across foreign exchange, equities, fixed income,…
Financial Health
HealthyHealthy · -68% CAGR over 4y
Location
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Financial sub-scores
Computed from 4 filingsProvides foreign exchange and international payment services for businesses and private clients, supporting multi‑currency transfers and currency risk management. Also arranges commercial finance…
Serves a mix of B2B and private clients: UK and international business owners, finance directors and accounts teams managing multi-currency activity, plus individuals with international payment needs.
Financial Health
StrongStrong · Hiring · 21% CAGR over 3y
Location
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Financial sub-scores
Computed from 3 filingsProvides business advisory and financial services including accounting, audit, tax planning, corporate finance and deal advisory, forensic accounting, payroll, funding and mortgage advice, wealth…
Serves SMEs, entrepreneurs, larger corporate entities, not-for-profits and private clients seeking business advisory and financial support across multiple sectors.
Financial Health
HealthyHealthy · -90% CAGR over 2y
Location
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Financial sub-scores
Computed from 3 filingsProvides corporate advisory services including mergers and acquisitions, strategic and debt advisory for businesses. Offers private capital investment and wealth management, executive coaching and…
Serves entrepreneurs, business-owning families, mid-market founders and family businesses, UK companies seeking private capital, trusted co-investment partners, and executives or luxury service…
Financial Health
HealthyHealthy · Hiring · 12% CAGR over 2y
Location
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Financial sub-scores
Computed from 4 filingsProvides capital advisory and credit brokerage services, arranging debt and equity finance for real estate developments and income‑producing property. Advises on residential and buy‑to‑let mortgages…
Serves UK-based borrowers and investors seeking specialist finance: real estate developers, commercial property clients, homeowners, buy-to-let and new-build mortgage borrowers, plus buyers of…
Financial Health
StableStable · Hiring · 67% CAGR over 3y
Location
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Provides investment management services, managing discretionary portfolios and thematic investment strategies. Conducts research on global markets and sectors and publishes analysis on topics such as…
Location
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Financial sub-scores
Computed from 5 filingsProvides independent transaction execution and agency services for complex financial deals, including M&A, debt financing and issuance, restructurings, equity capital raising, management incentive…
Sells to businesses in complex financial transactions, especially private capital funds, banks and other financial institutions, corporates, and legal and financial advisory firms needing independent…
Financial Health
StrongStrong · Hiring · 11% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides corporate finance advisory, capital raising, investment research, and asset management services focused on the clean energy sector, supporting companies and investors involved in renewables,…
Serves clean energy companies and professional investors active in renewables, storage, bioenergy, hydrogen and energy efficiency, including asset managers and project developers.
Financial Health
StrongStrong · Hiring · 16% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides capital markets and strategic advisory services to public and private companies, including investor relations support, shareholder engagement, market intelligence, equity research, and…
Serves B2B corporate clients, including public and private companies, from ambitious smaller businesses to established market leaders seeking support with capital markets, investor relations and…
Financial Health
StrongStrong · Growing, Hiring · 37% CAGR over 4y
Location
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Financial sub-scores
Computed from 2 filingsProvides investment consulting services to institutional investors, including strategic asset allocation, portfolio design, ESG advisory, manager research and selection, operational due diligence,…
Serves institutional asset owners and investment organisations globally, including pension funds, insurers, wealth managers, endowments, foundations, family offices, sovereign funds, Sharia investors…
Financial Health
StrongStrong · Profitable, Hiring · 14% CAGR over 1y
Location
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Financial sub-scores
Computed from 4 filingsProvides commercial finance advisory services to SMEs and corporates, advising on and arranging debt and investment facilities including invoice finance, asset‑based lending, cashflow loans, venture…
Serves UK SMEs and corporate businesses, from start-ups to larger SMEs with up to £30m turnover, across multiple sectors, plus their professional advisers. Focuses on businesses seeking growth,…
Financial Health
StableStable · Hiring · 26% CAGR over 3y
Location
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Financial sub-scores
Computed from 5 filingsProvides investment banking and financial advisory services, including mergers and acquisitions advisory, capital raising, business sales and acquisitions, business valuations and fairness opinions,…
Serves entrepreneurs, business owners and shareholders in the lower middle market, plus buyers and investors, across aerospace, business services, consumer/retail, healthcare, energy, manufacturing,…
Financial Health
HealthyHealthy · Hiring · 6% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides capital markets services including securitisation structuring and issuance of actively managed certificates (AMCs). Offers platforms to create investment certificates and provides trading…
Serves B2B financial market participants, including asset and wealth managers, private banks, institutional investors, hedge funds, real-asset and alternative investment firms, corporate issuers and…
Financial Health
StrongStrong · Growing, Hiring · 15% CAGR over 2y
Location
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Financial sub-scores
Computed from 2 filingsProvides investment banking, capital markets and advisory services. Offers equities and fixed income sales and trading, equity research, prime brokerage, and asset management solutions for…
Serves institutional and high-net-worth clients globally, including banks, broker-dealers, investment banks, trading firms, hedge funds, governments, corporations and investment firms.
Financial Health
StrongStrong · Hiring · 33% CAGR over 1y
Location
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Financial sub-scores
Computed from 2 filingsProvides financial and risk advisory services including valuation, transaction and fairness opinions, cyber risk and security consulting, investigations, compliance support, and data analytics. Also…
Serves businesses and institutional investors, including corporations, private equity funds, private credit market participants and deal teams needing financial, risk, valuation, transaction and…
Financial Health
StableStable · 7% CAGR over 1y
Location
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Financial sub-scores
Computed from 5 filingsProvides accountancy and business advisory services including audit, tax planning, corporate finance, outsourced accounting, payroll, financial planning, restructuring and insolvency advice, HR…
Serves commercial and nonprofit organisations, owner-managed and large corporate businesses, family businesses, professional firms and private clients across sectors including charities, education,…
Financial Health
StrongStrong · Hiring · 3% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides accounting and tax advisory services for individuals and businesses, including self‑assessment returns, bookkeeping, financial reporting, and tax planning. Also offers forensic accounting,…
Serves both consumers and businesses needing tax, accounting and financial advice, including self-assessment taxpayers, business owners, companies seeking restructuring or exit planning, and clients…
Financial Health
StrongStrong · Hiring · 16% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent debt advisory services to businesses, arranging and structuring debt finance through banks and alternative lenders. Assists with funding for growth, acquisitions and refinancing,…
Serves UK businesses of all sizes, from SMEs to corporates, across sectors seeking debt finance for growth, acquisitions, refinancing or asset purchases, as well as clients needing support with…
Financial Health
WeakWeak · Hiring · 7% CAGR over 4y
Location
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Financial sub-scores
Computed from 4 filingsProvides accountancy, auditing, taxation and business advisory services alongside independent financial advice and cost reduction consultancy. Works with small and medium-sized businesses on…
Serves small and medium-sized businesses in West Yorkshire, with some services relevant to business owners and individuals seeking financial, tax or investment advice.
Financial Health
HealthyHealthy · Hiring · 12% CAGR over 5y
Location
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Provides financial and strategic advisory services as a boutique investment bank, advising clients on mergers and acquisitions, capital markets transactions, and financial services sector deals, and…
Serves corporate clients, financial institutions and investors needing strategic, M&A, capital markets and financial services advisory, including organisations involved in large, complex or…
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Provides investment banking services including mergers and acquisitions advisory, capital markets advice, and asset management, primarily for companies in media, technology, communications, consumer,…
Serves businesses, founders, investors and leadership teams in media, technology, communications, consumer and creative industries, particularly those operating in the global digital economy.
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Financial sub-scores
Computed from 5 filingsProvides actuarial consulting, investment advice, pension administration, and governance support for defined benefit and hybrid pension schemes. Advises trustees and sponsors on scheme funding,…
Serves trustees and sponsoring employers of defined benefit and hybrid pension schemes, especially schemes approaching endgame, buy-in or wind-up, or considering a change of administrator.
Financial Health
StrongStrong · Growing · 2% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides financial, operational and strategic consulting to companies and investors, including transaction support, financial due diligence, valuation and modelling, restructuring and turnaround…
Serves companies and investors, including private equity and corporate finance teams, across sectors such as healthcare, technology, real estate, infrastructure, retail, financial services and…
Financial Health
StableStable · -43% CAGR over 6y
Location
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Financial sub-scores
Computed from 3 filingsAdvises high-growth technology companies on mergers and acquisitions, private equity investments and growth capital fundraising. Provides corporate finance and strategic advisory services, including…
Serves high-growth European technology companies, founders and shareholders seeking M&A, private equity or growth capital transactions, with exposure to global technology buyers and investors.
Financial Health
StrongStrong · Growing · 0% CAGR over 2y
Location
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Financial sub-scores
Computed from 2 filingsProvides independent debt financing advisory and transaction execution services to private equity firms and corporate clients. Advises on mergers and acquisitions financing, refinancing,…
Serves private equity firms and corporate finance teams at companies undertaking acquisitions, refinancing, recapitalisations or other debt-funded transactions across a broad range of industry…
Financial Health
StableStable · 0% CAGR over 1y
Location
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Financial sub-scores
Computed from 5 filingsProvides mergers and acquisitions advisory services to business owners and companies, including sell-side and buy-side support, target identification and evaluation, transaction negotiation and due…
Sells to business owners, founders, investors, and corporate acquirers seeking support with selling, buying, or growing companies. Serves businesses needing fundraising advice, transaction support,…
Financial Health
StrongStrong · Hiring · 41% CAGR over 4y
Location
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Financial sub-scores
Computed from 2 filingsProvides agency brokerage and trade execution services for institutional investors across equities, fixed income, foreign exchange and derivatives. Also offers quantitative research, structured…
Serves institutional investors and financial institutions, including pension funds, mutual funds, hedge funds, quant funds, risk arbitrage specialists, proprietary trading desks and private banks…
Financial Health
HealthyHealthy · 5% CAGR over 1y
Location
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Financial sub-scores
Computed from 4 filingsProvides corporate finance advisory services including mergers and acquisitions advice, debt and equity fundraising, business planning, and transaction support for owner‑managed businesses, private…
Serves owner-managers and mid-market businesses across UK regions, alongside private equity firms, lenders and professional intermediaries.
Financial Health
HealthyHealthy · Hiring · 71% CAGR over 3y
Location
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Financial sub-scores
Computed from 5 filingsProvides corporate finance advisory services including mergers and acquisitions and capital raising. Manages private equity funds investing in companies and offers private placement investment…
Serves business owners and management teams seeking M&A or capital raising support, alongside accredited investors, family offices and institutional investors accessing private equity and private…
Financial Health
HealthyHealthy · -68% CAGR over 4y
Location
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Financial sub-scores
Computed from 2 filingsProvides corporate finance and mergers and acquisitions advisory services for companies in the consumer sector. Advises corporates, entrepreneurs and financial sponsors on sell‑side and buy‑side…
Serves corporates, entrepreneurs and financial sponsors in the global consumer sector, including food and beverage, leisure and hospitality, health, beauty and wellness, agriculture, ingredients and…
Financial Health
StrongStrong · -5% CAGR over 1y
Location
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Financial sub-scores
Computed from 5 filingsProvides investment banking and corporate finance advisory services focused on technology companies, including mergers and acquisitions, growth financing, and strategic transactions across sectors…
Serves technology entrepreneurs, growth companies, corporates and investment funds across software/SaaS, fintech, digital media, industrial tech, mobility, consumer/retail tech, HR tech and related…
Financial Health
StableStable · -6% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides corporate finance advisory, capital raising and investment services. Advises on mergers, acquisitions, restructuring and capital structure, raises equity and debt for growth companies, makes…
Serves hedge funds, alternative asset investors and growth-stage private companies, especially in sectors such as energy transition, critical materials, robotics, UK equities and private markets.
Financial Health
StrongStrong · Growing, Hiring · 19% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides corporate finance advisory services to technology companies, including mergers and acquisitions advisory and capital raising. Advises founders and shareholders on selling businesses,…
Serves founders, entrepreneurs and leaders of growing global technology businesses, especially software, AI/DataTech, IT infrastructure, tech-enabled services and industrial/climate tech firms…
Financial Health
HealthyHealthy · Hiring · 5% CAGR over 4y
Location
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Financial sub-scores
Computed from 2 filingsProvides Sharia-compliant investment services for professional clients, including fund management, real estate investment, corporate finance, investment advisory, and mergers and acquisitions…
Serves professional clients only, including institutional investors, corporate clients and qualified investors seeking Sharia-compliant exposure to real estate, funds, corporate finance, advisory and…
Financial Health
StrongStrong
Location
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Computed from 3 filingsProvides placement agent and advisory services for private markets investment managers, raising capital from institutional investors and advising on fund strategies, secondaries, recapitalisations,…
Serves private markets investment managers and fund sponsors seeking institutional capital, including real estate, infrastructure, private equity and private credit strategies, from first-time…
Financial Health
HealthyHealthy · Hiring · 13% CAGR over 2y
Location
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How Cloudflare usage is detected
Company data
Detected companies are joined to UK Companies House records and XBRL accounts data. 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.
Detection
Firmbase crawls the public website of actively-trading UK companies and fingerprints the technologies present: tracking scripts, embedded forms, chat widgets, CMS markers and similar signatures. A company is included in this list when one or more of the technology's signatures are found on its site; closely-related variants of the same product are grouped under one name. Detection covers what is visible on the public web — a company using the technology purely internally, with no website footprint, will not appear. Counts are therefore a conservative floor, not a ceiling. financial advice companies are identified using Firmbase's semantic classification of company activity, built from filings, websites and registered SIC codes rather than SIC codes alone. The detected counts and share figures on this page are computed within that sector cohort, so "share" always means share of financial advice companies with a detectable system — not of all UK companies.
Freshness
Websites are re-crawled on a rolling basis and the underlying company data is refreshed from Companies House continuously; filings appear within days of submission. The list and its statistics are regenerated when the detected cohort moves meaningfully. You can see the last-updated timestamp near the top of the page.
Cloudflare is a trademark of its respective owner. Firmbase is not affiliated with, sponsored by, or endorsed by the trademark owner.
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