Financial Advice Companies Using Google Tag Manager in the UK: 238 Active Firms (2026)
Financial advice firms using tag management tools measure website journeys and enquiry flows for regulated advice services across the UK.
Client-facing advice practices use tag managers to coordinate analytics events, advertising pixels, consent-dependent scripts and form tracking from a central administrative layer, rather than hard-coding each change into the website. In financial advice, that usually points to a direct-channel posture: marketing, compliance and operations all have a stake in how visitors move from educational content to enquiry forms. Adoption tends to signal more than a basic brochure site. It suggests some recurring budget for digital measurement, either an in-house marketing function or a retained agency, and enough governance to distinguish campaign attribution from regulated client-servicing records.
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UK adoption is visible but concentrated: 238 actively trading financial advice firms are running the tag manager. Reported employment is modest in absolute terms, with 55 of 55 reporting firms disclosing headcount and 414 employees between them. Within detected tag-manager use in this sector, the profiled tool accounts for 97.9% of a 243-firm category-share denominator; the nearest alternative sits at 2.5%. The regional skew is clear, with London at 45.4% of the cohort, followed by the North West at 9.2%, the East of England at 8.4%, the South East at 8.0% and the West Midlands at 6.3%.
Financial advice websites tend to treat tracking governance as a compliance-adjacent process. Enquiry forms, suitability content, employer pages and retargeting audiences can all reveal intent around regulated services, so marketing tags need consent checks, documented ownership and a clear route for removal when campaigns end. Procurement is often less about the tag manager itself than about the surrounding agency model: who can publish scripts, who reviews changes, and whether analytics access is separated from client-record systems. Smaller firms may run this through a website supplier, while larger advice groups usually put it under marketing operations with compliance oversight.
Adoption appears likely to become more governed rather than more experimental. Financial advice firms already using a tag manager tend to have customer-acquisition journeys that depend on education, comparison and referral traffic, but the pressure is moving towards cleaner consent trails, fewer unmanaged scripts and better separation between marketing measurement and regulated client workflows. Smaller practices may stay with low-code website stacks and agency-managed tagging. Scale-up groups are more likely to rationalise tags across brands, adviser teams and campaign domains, particularly where merger activity leaves inherited websites with inconsistent measurement habits.
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
Active director count is the full Companies House board, so it can be higher than the number of names listed — we leave out nominee and formation-agent directors, who aren’t worth contacting. It’s blank for the small number of companies whose officers we haven’t fetched yet.
You’re charged per business, not per row. Where a business trades through several registered companies you get every one, and the Group Primary column marks one row per business — filter to those and the count matches your invoice. Rows sharing a website are not automatically one business: franchises and multi-site operators each count separately, and where names don’t prove a relationship we count them apart rather than guess.
Adoption by company size
Adoption of Google Tag Manager rises with company size across the trading UK financial advice companies in this cohort. 1.7% of the 10,422 companies with under 10 employees run Google Tag Manager (175 detected). 28.6% of the 192 companies with 10–50 employees run Google Tag Manager (55 detected). 60% of the 15 companies with over 50 employees run Google Tag Manager (9 detected). That is a 58.3% gap between the over 50 employees and under 10 employees bands.
238
Active firms
2026
97.9%
Of detected Tag managers share
UK financial advice
5
Median headcount
Filed accounts
577
Verified directors
Across this cohort
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Key facts
About 5% of the trading cohort reports turnover above £5M (13 of 238 firms) — the rest sits below that revenue band.
7% of the cohort was incorporated since 2022 (17 firms), so a sizeable share is in its first few filing cycles.
Within financial advice firms with a detectable tag-management system, this tag-management tool accounts for 97.9% of detections (238 of 243); the only other detected system appears at 2.5% (6).
London is the main registered-region cluster at 45.4% (108), followed by the North West at 9.2% (22), the East of England at 8.4% (20), and the South East at 8.0% (19).
Website stacks tend to be content-led: 67.6% (161) also run a content-management platform, 44.1% (105) use an SEO plug-in, and 20.2% (48) show video embeds.
Lead-capture and measurement tools are common in this cohort, with analytics detected at 43.3% (103) and bot-checking on forms or pages at 40.8% (97).
Adjacent regulated-services tags include management consulting at 74.8% (178), accounting and audit at 33.2% (79), and investment banking at 29.4% (70).
Tag manager market share among UK Financial Advice
Share of the 243 UK Financial Advice with a detectable system. As of June 2026.
What else do Google Tag Manager-running Financial Advice run?
Share of the 238 Google Tag Manager-running UK companies where each technology was also detected. As of June 2026.
Where Google Tag Manager 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
£518.9K
Median UK turnover
5.5%
Above £5M turnover
17
Incorporated since 2022
Verified directors — included in the file
Director names and roles for these 581 businesses, alongside financials and websites, in one Excel + CSV file.
Top UK Financial Advice using Google Tag Manager
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.
- Fairstone06599555
Provides wealth management and financial planning services to retail and corporate clients, including investment advice and management of client assets. Also acquires and integrates independent…
Serves both retail and corporate clients seeking financial planning and wealth management, and targets UK independent financial adviser firms looking for acquisition, succession, capital, technology…
Location
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- Broadstone07978187
Financial sub-scores
Computed from 2 filingsProvides actuarial, regulatory and risk advisory services to insurers, pension schemes, banks and investors, including actuarial modelling, redress calculations, bulk annuity pricing, credit risk…
Serves B2B financial institutions, including life and general insurers, funeral plan providers, banks, lenders, pension organisations, investment firms and compliance teams.
Financial Health
HealthyHealthy · Profitable · 0% 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 4 filingsProvides consulting and analytics services in pensions and benefits, investment, insurance, energy transition, health and sports sectors. Advises organisations on pension scheme management,…
Serves B2B and institutional clients including pension scheme trustees and employers, financial services and insurance firms, energy and healthcare organisations, and sports industry decision-makers.
Financial Health
StableStable · Hiring · 3% CAGR over 3y
Location
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Financial sub-scores
Computed from 4 filingsProvides workplace pension services for employers, including pension scheme setup, scheme reviews, regulatory and compliance support, and salary sacrifice arrangements. Advises corporate clients on…
Serves corporate clients and employers needing workplace pension and benefits support, including organisations managing employee pension schemes and compliance obligations.
Financial Health
StableStable · -16% CAGR over 3y
Location
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- Canaccord Genuity01774003
- Canaccord Genuity03875835
Provides wealth management and investment services for private clients, including portfolio management, financial planning, and investment advice. Also offers access to equity research, managed…
Serves growth companies, private wealth clients and investors, including customers in the UK, Canada, Australia and Crown Dependencies, plus users of equity research and correspondent services.
Location
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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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Provides investment management, asset management funds, and strategic financial planning for private clients. Advises companies on capital raising and transactions, and connects private businesses…
Serves private wealth clients, professional advisers, founders and private businesses seeking investors, corporate clients needing fundraising advice, and investors interested in small to mid-cap…
Location
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- Rothschild & Co13317911
Provides financial advisory services including mergers and acquisitions advice, debt advisory and restructuring, and capital markets advisory. Also manages investment funds and client portfolios,…
Serves corporations, financial sponsors and institutional investors, alongside high-net-worth entrepreneurs, families, professionals and charities across its advisory, asset management and wealth…
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 4 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
HealthyHealthy · Profitable · 0% CAGR over 3y
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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- Lazard Asset Management01970853
- Lazard Asset Management00525667
- Lazard03903842
- Lazard04496540
Provides financial advisory and asset management services, including advice on mergers and acquisitions, capital markets, restructuring, liability management and strategic transactions, and…
Serves businesses, institutions and wealthy individuals globally, including corporate boards and executives seeking strategic finance advice, institutional investors allocating capital, and private…
Location
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- Acuity Professional10865192
Provides accountancy and tax services including year‑end accounts, HMRC compliance, VAT, payroll and bookkeeping. Also offers audit, corporate finance advice, R&D tax relief, wealth management,…
Serves a mix of B2B and individual clients: sole traders, limited companies, LLPs, partnerships and charities, plus individuals, landlords, mortgage customers and pension holders seeking financial or…
Financial Health
N/AN/A
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 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 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 consulting and project management services for occupational pension schemes. Advises trustees and sponsoring employers on governance, adviser and provider selection, risk management, defined…
Serves trustees, sponsoring employers and pension scheme governance teams, alongside pension advisers and providers, in the UK occupational pensions market.
Financial Health
WeakWeak · -75% CAGR over 3y
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 2 filingsProvides accounting and professional advisory services including audit, tax planning and compliance, wealth management, digital and technology consulting, and business outsourcing. Advises…
Serves businesses, nonprofit organisations, government entities, and individual wealth clients seeking accounting, tax, consulting, outsourcing, digital, and advisory support, with content aimed at…
Financial Health
StableStable · 0% CAGR over 1y
Location
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Provides financial services including asset management, banking, lending, capital markets, commodities trading and advisory services. Supports corporate, institutional and investor clients with…
Serves corporate and institutional clients, investors, advisers, brokers, and personal and business banking customers across sectors such as infrastructure, energy, commodities, technology and…
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 2 filingsAdvises independent financial adviser (IFA) firms on selling, merging, or acquiring businesses and client banks. Matches buyers and sellers, markets practices for sale, and supports retirement and…
Serves independent financial advisers, financial planning and wealth management practice owners looking to sell, retire, merge or acquire client banks and funds under management across UK regions.
Financial Health
StrongStrong · Growing · 0% CAGR over 1y
Location
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Financial sub-scores
Computed from 3 filingsProvides private equity and venture capital investments, including EIS‑qualifying opportunities in high‑growth companies. Also offers corporate finance advisory services such as capital raising, IPO…
Serves private individual investors seeking EIS/SEIS high-growth opportunities, and small, mid-cap and large corporate clients across diverse sectors.
Financial Health
StrongStrong · Hiring · 15% CAGR over 2y
Location
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Financial sub-scores
Computed from 4 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 · -78% CAGR over 3y
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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Financial sub-scores
Computed from 5 filingsProvides corporate finance and exit advisory services to SME owners, including company valuations, exit planning, mergers and acquisitions advisory, business sales, management buyouts, and arranging…
Serves owner-managed SMEs and entrepreneurs seeking to sell, buy or finance businesses, with particular focus on shareholders and management teams in sectors including industrial manufacturing,…
Financial Health
WeakWeak · -22% CAGR over 4y
Location
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Provides financial services including asset management, banking, financing, advisory and risk management solutions for corporate, institutional and government clients across sectors such as…
Serves corporate and institutional clients, investors, personal and business customers, advisers and brokers across sectors including infrastructure, energy, commodities, technology and resources.
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Financial sub-scores
Computed from 5 filingsProvides corporate finance advisory services to mid-market companies, including mergers and acquisitions advisory, debt and capital raising advice, business valuations, restructuring support, and…
Serves mid-market and mid-cap businesses, founders, family owners, corporate buyers and sellers, and private equity investors across business services, consumer, energy, healthcare, industrials and…
Financial Health
StrongStrong · Growing, Hiring · 7% CAGR over 5y
Location
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Financial sub-scores
Computed from 5 filingsArranges commercial finance for businesses including asset finance, business loans, invoice finance, merchant cash advances and property bridging loans. Also provides corporate finance advisory for…
Serves UK business owners and SMEs seeking commercial funding, plus private equity firms, search funds, buy-and-build corporations and independent sponsors; also partners with accountants and…
Financial Health
StrongStrong · Hiring · 9% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides accountancy and tax services for businesses, including bookkeeping, financial reporting and advisory. Also offers HR support, commercial finance advice, wealth management through a regulated…
Serves businesses, particularly SMEs and growing companies, seeking accountancy, tax, HR, commercial finance and related professional support.
Financial Health
HealthyHealthy · -2% CAGR over 4y
Location
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- Dow Schofield WattsOC400538
- Dow Schofield WattsOC423839
Financial sub-scores
Computed from 5 filingsProvides corporate finance and business advisory services to owner‑managed businesses, including mergers and acquisitions advice, deal and debt advisory, due diligence, tax advisory, business…
Serves B2B clients including owner-managers of UK businesses, intermediaries, private equity firms and lenders, particularly around business transactions, growth, recovery and investment decisions.
Financial Health
StableStable · 0% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides corporate finance and investment banking advisory services, including sell-side and buy-side mergers and acquisitions advice, capital raising, restructuring support, and business valuation…
Serves middle-market businesses worldwide, including entrepreneurs, private equity investors and management teams seeking transaction support across multiple industry sectors.
Financial Health
HealthyHealthy · Growing · 0% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides corporate finance and professional advisory services for mergers and acquisitions, business sales, acquisitions and fundraising. Offers legal, tax, accounting and communications support, due…
Serves businesses and management teams involved in acquisitions, disposals, MBOs, employee ownership sales, private equity transactions or fundraising, across the UK, Ireland and internationally.
Financial Health
HealthyHealthy · Hiring · 48% CAGR over 4y
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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Financial sub-scores
Computed from 2 filingsProvides financial services including asset management, banking, lending, investment advisory and capital markets services. Also trades commodities and offers risk management and financing solutions…
Serves corporate and institutional clients, investors, personal and business banking customers, advisers and brokers across sectors including renewables, infrastructure, technology, resources,…
Financial Health
StableStable · 0% CAGR over 1y
Location
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Operates a global investment and asset management business providing private equity, infrastructure, real estate and credit investments, as well as capital markets and insurance solutions for…
Serves institutional investors, wealth managers, financial advisers, accredited individual investors, family offices, entrepreneurs, insurance companies and portfolio businesses seeking exposure to…
Financial Health
N/AN/A
Location
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Financial sub-scores
Computed from 5 filingsProvides corporate finance advisory services to small and medium-sized businesses, including business sales, acquisitions, mergers, management buyouts and buy-ins, valuations, exit planning, and…
Serves UK SME owners, business leaders and management teams across sectors including manufacturing, healthcare, technology, construction, professional services, retail, leisure and transport.
Financial Health
StableStable · Hiring · 4% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides corporate finance advisory services to technology and media businesses, including sell-side and buy-side mergers and acquisitions, capital raising, and strategic advisory. Connects founders,…
Serves B2B clients in media and technology, including founders, shareholders and management teams seeking investors or strategic buyers, plus private equity, financial investors and corporate…
Financial Health
StableStable · -4% CAGR over 4y
Location
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Financial sub-scores
Computed from 4 filingsProvides fund administration, accounting, and investor services for investment funds; corporate administration, company secretarial, payroll, and compliance services for businesses; and trust, wealth…
Serves fund managers, private equity and real estate investors, multinational corporates, family offices and high-net-worth private clients, plus employers running share, retirement and savings plans.
Financial Health
StrongStrong · Growing, Hiring · 44% CAGR over 3y
Location
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Computed from 5 filingsProvides investment banking and financial advisory services for mergers and acquisitions and growth financings. Advises technology, climate tech, digital infrastructure, fintech and healthcare…
Serves entrepreneurs and established tech-driven companies seeking investors or buyers, particularly in climate tech, fintech, digital infrastructure, B2B SaaS, deep tech and healthcare across…
Financial Health
HealthyHealthy · Hiring · 26% CAGR over 6y
Location
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Computed from 5 filingsProvides investment management and investment banking services, including asset management, capital markets activities and real estate investments. Also brokers trade receivable contracts and offers…
Serves institutional funds, family offices, private equity managers and corporations across the GCC, Europe and the UK.
Financial Health
StableStable · -68% CAGR over 4y
Location
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How Google Tag Manager 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 Tag Manager 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 Tag Manager?
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How is Google Tag Manager usage detected?
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