Financial Advice Companies Using Google Analytics in the UK: 334 Active Firms (2026)
UK financial advice firms using web analytics provide regulated planning, investment and wealth guidance with measurable digital acquisition channels.
For advice-led wealth and planning businesses, the web analytics tag sits between compliance-sensitive marketing and relationship-led sales. It records how prospects arrive, which pension, investment or retirement content draws enquiries, and where visitors leave before submitting a form or booking a consultation. Adoption usually signals a firm with a public acquisition funnel, an adviser or marketing lead willing to measure content performance, and enough operational maturity to connect campaign spend with client-intake work. The buying centre is rarely a pure technology function; website agencies, compliance reviewers, client-service teams and senior advisers often share ownership.
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London accounts for 44.0% of UK financial advice adopters, followed by the South East at 12.3% and the North West at 10.8%, so adoption is capital-skewed but not confined to one region. In total, 334 financial advice firms run this analytics system. Among comparable analytics tools in the sector, it ranks first, with 87.2% adoption against a comparison denominator of 383. The reported employment footprint is 716 people, which points to a market made up largely of adviser practices and specialist service teams rather than high-headcount platforms.
Advice firms using client-acquisition analytics have to treat website measurement as part of governed distribution, not just marketing reporting. Cookie consent, form tracking and campaign attribution can involve personal data, while advice propositions around pensions, investments and retirement create conduct risk if promotion, suitability language and enquiry handling drift apart. Procurement therefore tends to include website agencies and marketing staff, but compliance often has a veto over tag deployment, retention settings and the wording of conversion events. Smaller practices may rely on agency-managed setups, which can leave ownership of measurement logic less clear.
Adoption appears mature where financial advice firms depend on direct enquiries, educational content and referral follow-up, but the next phase is likely to be tidier governance rather than another wave of installations. Smaller practices tend to keep agency-managed sites and simple dashboards; larger advice groups are more likely to connect analytics with pipeline, call-handling and client-onboarding workflows. Privacy pressure and browser restrictions may reduce the value of passive tracking, pushing firms towards consent-aware event measurement and clearer campaign taxonomy. Consolidation among advice businesses may also standardise stacks, especially where multi-office groups want comparable acquisition reporting.
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 Google Analytics rises with company size across the trading UK financial advice companies in this cohort. 2% of the 10,422 companies with under 10 employees run Google Analytics (205 detected). 29.2% of the 192 companies with 10–50 employees run Google Analytics (56 detected). 13.3% of the 15 companies with over 50 employees run Google Analytics (2 detected). That is a 11.3% gap between the over 50 employees and under 10 employees bands.
334
Active firms
2026
87.2%
Of detected Analytics share
UK financial advice
5
Median headcount
Filed accounts
757
Verified directors
Across this cohort
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Key facts
About 2% of the trading cohort reports turnover above £5M (8 of 334 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.
Within financial advice, the page’s analytics tag accounts for 87.2% (334) of the 383 companies with a detectable analytics system.
London accounts for 44.0% (147) of financial-advice firms running the analytics tag, followed by the South East at 12.3% (41) and the North West at 10.8% (36).
The wider website stack is content-led: 73.1% (244) also run a publishing platform, 49.7% (166) use an SEO plugin, and 30.8% (103) run a tag-management layer.
Sector tags overlap across advice-adjacent services, including Management Consulting at 72.2% (241), Investment Banking at 35.3% (118), and Wealth Management at 12.3% (41).
The cohort includes 757 verified directors, giving researchers a named route into firms where digital acquisition appears measurable.
Analytics market share among UK Financial Advice
Share of the 383 UK Financial Advice with a detectable system. As of June 2026.
What else do Google Analytics-running Financial Advice run?
Share of the 334 Google Analytics-running UK companies where each technology was also detected. As of June 2026.
Where Google Analytics 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
£381.4K
Median UK turnover
2.4%
Above £5M turnover
25
Incorporated since 2022
Verified directors — included in the file
Director names and roles for these 648 companies, alongside financials and websites, in one CSV file.
Top UK Financial Advice using Google Analytics
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 2 filingsProvides wealth management and investment advisory services for private clients, including personal financial planning, portfolio management and strategic investment guidance, with ongoing advice on…
Serves affluent private individuals, including professionals, partners and retirees, seeking personal wealth and investment advice aligned with their wider personal and professional goals.
Financial Health
StrongStrong · Hiring · 501% CAGR over 1y
Location
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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 5 filingsProvides independent financial planning and investment advice, including portfolio investments, pensions, tax planning and inheritance planning. Advises individuals, families, business owners,…
Serves individual and family investors, business owners and entrepreneurs, corporate clients and trustees seeking independent financial advice, with a focus on Hull, Willerby and Yorkshire.
Financial Health
StableStable · 0% CAGR over 5y
Location
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Financial sub-scores
Computed from 3 filingsProvides wealth management and investment services to private clients and financial intermediaries, including portfolio management, multi‑asset investment products, research, portfolio modelling,…
Serves private wealth clients, financial intermediaries, and asset-management buyers including retail investors, professional asset allocators, discretionary fund managers, multi-managers and risk…
Financial Health
HealthyHealthy · Profitable, Hiring · 10% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides wealth management and investment services for private clients and financial intermediaries, including portfolio management, multi-asset investment products, research, portfolio modelling,…
Serves private wealth clients and financial intermediary businesses, including advisers, discretionary fund managers, multi-managers, professional asset allocators and risk consultants.
Financial Health
WeakWeak · -54% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides financial planning and wealth management services for individuals, including cash flow modelling, retirement planning and tax planning, alongside related advisory support connected to…
Serves SMEs, corporates, family businesses, public sector bodies, charities, education providers, and high-net-worth individuals across sectors including construction, energy, food and drink,…
Financial Health
StableStable
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 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 3 filingsProvides investment advisory and research services for institutional investors, family offices and high‑net‑worth individuals, including investment planning, asset manager selection and tendering,…
Serves institutional investors, family offices, high-net-worth private investors and asset managers seeking insight into the Finnish institutional investment market.
Financial Health
HealthyHealthy · 0% CAGR over 2y
Location
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Provides employee benefits consulting, pensions administration, actuarial and investment advisory services. Also offers insurance advisory, banking and credit risk consulting, financial modelling,…
Serves UK employers, pension scheme trustees, insurers, lenders, investors, charities, private clients, private companies and family trusts.
Location
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Provides wealth and asset management services including discretionary investment management, stockbroking, custody and dealing. Offers capital markets support such as corporate broking, investor…
Serves private, retail and professional investors, corporate clients, intermediaries and institutions, including asset managers, investment funds, private and commercial banks, family offices and…
Location
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Financial sub-scores
Computed from 5 filingsProvides investment and wealth management services, including portfolio management and stockbroking. Offers custody, trade execution and dealing platforms, and delivers capital markets services such…
Serves retail, professional and corporate investors, intermediaries, asset managers, investment funds, banks, corporates, family offices and high-net-worth professional investors.
Financial Health
StableStable · Hiring · 6% CAGR over 4y
Location
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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 independent pension consultancy and trustee services to occupational pension schemes. Offers governance and scheme secretarial support, coordinates advisers, and advises employers on…
Serves UK employers, pension scheme trustees and sponsors managing defined benefit, defined contribution, pension and insurance schemes, including organisations responsible for employee benefits and…
Financial Health
HealthyHealthy · -67% CAGR over 4y
Location
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Financial sub-scores
Computed from 2 filingsProvides private client advisory services including estate and legacy planning, trusteeship and asset custody, family business governance and succession planning, Islamic estate planning, and wealth…
Serves private clients and wealthy families seeking estate and legacy planning, trusteeship, wealth preservation, family business advisory, and Islamic estate planning, including multi-generational…
Financial Health
StrongStrong · Growing · 0% CAGR over 1y
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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Financial sub-scores
Computed from 3 filingsProvides stockbroking and investment services including corporate broking, equity capital raising, placings and subscriptions for listed companies, and investment dealing and market research for…
Serves B2B corporate clients, especially ambitious growth and smaller listed companies, alongside high-net-worth private investors seeking access to UK small-cap equity opportunities.
Financial Health
StableStable · -29% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides accountancy services, business consultancy, and wealth management for businesses and individuals. Offers financial management support, advice on business and personal finances, and related…
Serves owner-managed businesses, entrepreneurs and private individuals with business or personal finance questions; case studies include hospitality, communications, creative/brand management and…
Financial Health
StableStable · -2% 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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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 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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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 5 filingsProvides investment, risk and financial strategy advisory services to pension funds, local authorities and institutional investors. Services include economic scenario analysis, ESG reporting,…
Serves UK local authorities, public sector bodies, pension funds and institutional investors, including teams responsible for treasury, pension schemes, housing, capital programmes and balance-sheet…
Financial Health
HealthyHealthy · Hiring · 26% CAGR over 4y
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 2 filingsProvides audit and assurance, accounting, tax compliance, and business advisory services. Offers corporate finance, restructuring, payroll, outsourced accounting, and wealth and tax planning services…
Serves growth-focused UK businesses and organisations across agribusiness, automotive, real estate, education, energy, financial services, healthcare, manufacturing, not-for-profit, retail,…
Financial Health
HealthyHealthy · -5% CAGR over 1y
Location
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Financial sub-scores
Computed from 5 filingsProvides financial advisory services including risk management, real estate advisory, loan funding assistance, equity and bond investment guidance, and tax planning. Also supports corporate clients…
Serves individual wealth clients, homebuyers, property investors, entrepreneurs seeking funding, and corporate employers looking to support employees’ financial needs, with an emphasis on India.
Financial Health
StrongStrong · Growing · 0% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides accountancy and financial advisory services including bookkeeping, tax, R&D claims, forecasting and outsourced financial director support. Also advises on commercial and corporate finance…
Targets business owners, entrepreneurs and finance leaders at UK businesses of all sizes, from sole traders and start-ups to scale-ups, SMEs, large and multinational organisations across industries.
Financial Health
HealthyHealthy · Hiring · 37% 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 3 filingsProvides professional trustee and pension consultancy services to small and medium-sized occupational pension schemes, including independent or sole trustee roles, DC scheme wind‑ups, and support…
Serves employers, scheme sponsors and trustees of small and medium-sized pension schemes, including defined benefit schemes, DC wind-ups and insolvency situations, as well as insolvency practitioners.
Financial Health
HealthyHealthy · Hiring · 19% CAGR over 2y
Location
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Provides investment banking and capital markets services including equity and debt financing, mergers and acquisitions advisory, and institutional brokerage. Also offers wealth management, equity…
Serves growth companies, private wealth clients, and institutional or professional investors seeking capital markets, investment banking, equity research, correspondent services, or UK small- and…
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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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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 5 filingsOperates as an investment holding company providing investment advisory, investment banking and fund management services. Manages capital through a specialised investment fund and supports corporate…
Serves international corporate clients, investors, shareholders, issuers and strategic partners, with a focus on technology companies and late-stage startups.
Financial Health
HealthyHealthy
Location
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Financial sub-scores
Computed from 5 filingsProvides corporate finance advisory services including business sales, capital raising through debt and equity, management buyouts and buy-ins, private equity transactions, acquisitions, and debt…
Serves business owners, management teams, SMEs and mid-market companies, typically valued up to £100m or seeking £2m-£500m of debt/equity, alongside private equity investors and corporate acquirers.
Financial Health
HealthyHealthy · Growing · 0% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent professional trustee services, administration, and consultancy for occupational pension schemes, including final salary and money purchase plans. Supports employers and trustees…
Sells to employers and trustees of occupational pension schemes, particularly small and medium-sized businesses, including financial directors, senior executives and lay trustees managing final…
Financial Health
StableStable · 2% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides employee benefits consultancy and administration, designing and managing workplace benefit schemes such as group life assurance and flexible benefits. Also offers HR support, payroll…
Serves employers and HR or reward decision-makers in businesses seeking support for staff benefits, workplace pensions, payroll and flexible benefits schemes.
Financial Health
HealthyHealthy · Hiring · 29% 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 and corporate finance advisory and invests in private growth companies, particularly in the environmental and healthcare sectors. Develops technology‑driven investment analytics…
Serves innovative European growth companies, particularly in environmental and healthcare sectors, plus private and public equity funds and managed account investors seeking investment advisory…
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Financial sub-scores
Computed from 3 filingsOperates as a holding company overseeing businesses in financial trading, banking and securities, real estate, and project financing. Provides services including wealth and asset management, private…
Serves public, private and corporate investors, business owners and companies seeking investment, advisory or funding relationships across banking and finance, securities, real estate, M&A and…
Financial Health
HealthyHealthy
Location
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Financial sub-scores
Computed from 3 filingsProvides investment and capital advisory services to sponsor‑backed and owner‑managed businesses, including capital raising, debt and equity structuring, financial modelling, refinancing support, and…
Serves B2B sponsor-backed companies and owner-managed or family-run SMEs, targeting founders, CEOs, CFOs and investors across sectors preparing for growth, acquisitions, refinancing or exit planning.
Financial Health
StrongStrong · Hiring · 20% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides financial advisory services to institutional investors and family offices, advising on mergers and acquisitions, divestitures, capital raising through private placements and debt, and…
Serves institutional investors and family offices across Europe, the Middle East and Central Asia, particularly those involved in energy, infrastructure, telecom and natural resources transactions.
Financial Health
StableStable
Location
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Financial sub-scores
Computed from 3 filingsProvides corporate finance advisory services to privately owned companies, including business sale planning and execution, investment raising, company valuations, and management of mergers and…
Sells to privately owned businesses and their entrepreneurs, shareholders and directors, particularly those planning a sale, investment raise or exit. Serves firms across business services, TMT,…
Financial Health
HealthyHealthy · 0% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides corporate finance advisory, investment management, and trade finance services, including asset and infrastructure financing support, for mid-market companies and investors involved in…
Serves mid-market businesses and corporate clients active in Sub-Saharan Africa, particularly firms operating in high-growth African markets.
Financial Health
StrongStrong · Hiring · 11% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides sell-side corporate finance advisory to privately owned businesses, including business valuation, exit planning, and transaction support for company sales. Advises shareholders on preparing…
Serves shareholders and decision-makers in privately owned B2B companies preparing for sale, typically with £1m+ EBITDA and £10m+ sale expectations, across healthcare, food and beverage,…
Financial Health
HealthyHealthy · -17% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides capital markets advisory and transactional services, including risk management and hedging strategies in currencies, interest rates and commodities, corporate finance advice, M&A risk…
Targets government institutions, corporations, and private equity/debt funds with exposure to currencies, interest rates, commodities, emerging markets, and M&A-related capital markets risk.
Financial Health
StrongStrong
Location
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Financial sub-scores
Computed from 2 filingsProvides advisory, capital raising and investment management services focused on alternative assets. Works with hedge funds, private equity managers and direct investment opportunities, including…
Serves B2B financial clients: established and emerging alternative asset managers, including hedge funds and private equity sponsors, plus qualified investors interested in alternative assets and…
Financial Health
HealthyHealthy · -20% CAGR over 1y
Location
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Financial sub-scores
Computed from 3 filingsProvides institutional brokerage and investment banking services including sales and trading of equities and fixed income securities, corporate finance advisory, market research, and asset management…
Targets institutional investors, corporate issuers, asset managers and other financial-market clients active in fixed income, equities and specialised secondary markets, with an international client…
Financial Health
StrongStrong
Location
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Financial sub-scores
Computed from 5 filingsOperates an international network of independent actuarial and consulting firms that collaborate to provide actuarial analysis, pension and employee benefits consulting, and related advisory services…
Serves international corporate and institutional clients, particularly organisations with pension, benefits or insurance-related needs across Europe, Africa, the Americas and Asia Pacific.
Financial Health
WeakWeak · -20% CAGR over 4y
Location
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How Google Analytics 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.
Google Analytics is a trademark of its respective owner. Firmbase is not affiliated with, sponsored by, or endorsed by the trademark owner.
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Frequently asked questions
How many UK financial advice companies use Google Analytics?
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