Financial Advice Companies Using reCAPTCHA in the UK: 230 Active Firms (2026)
UK financial advice firms provide planning, investment and pension guidance while using website bot checks on public forms.
For financial advice practices, bot-verification on enquiry and onboarding forms sits close to the revenue and compliance workflow: it screens automated submissions before they enter client-service, suitability or appointment-routing processes. Adoption tends to signal a direct-channel posture, with enough website traffic and operational risk to justify managed form security rather than informal email intake. These firms are usually buying through marketing, compliance and IT rather than a purely technical owner; the engagement is modest at the point of purchase, but it touches regulated client acquisition and personal-data capture.
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Across the UK, 230 actively trading financial advice firms are running the profiled bot-verification control on public websites. It sits at the head of Security-category detections in the sector, appearing at 93.5% while alternative controls form a thin tail. London accounts for 40.4% of the cohort by registered region, followed by the North West and South East at 11.3% each, the East of England at 8.3%, and the West Midlands at 6.1%. Their reported employment footprint is 964 staff, suggesting adoption is not confined to very small practices.
Firms using bot checks on forms still need to treat the form journey as part of regulated lead handling, not just website hygiene. Prospect names, contact details, pension questions and protection enquiries bring privacy-law duties into scope, while advice firms also need records of how enquiries are handled and whether financial promotions are fair, clear and not misleading. Procurement tends to sit between outsourced web agencies, compliance officers and small internal operations teams, so configuration, consent notices and accessibility matter as much as the chosen security widget.
Adoption appears likely to stay tied to direct enquiry flows rather than broad security programmes. Financial advice firms tend to modernise websites through agency refresh cycles, so bot-verification choices may change when forms, analytics tags and client portals are reworked together. The scarcity of scaled operators in this slice points to fragmented purchasing and limited in-house security depth, which favours bundled controls over specialist bot-management projects. Pressure from privacy expectations may also push some firms towards simpler consent wording and clearer form governance, rather than heavier stacks.
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 reCAPTCHA rises with company size across the trading UK financial advice companies in this cohort. 1.5% of the 10,422 companies with under 10 employees run reCAPTCHA (161 detected). 32.3% of the 192 companies with 10–50 employees run reCAPTCHA (62 detected). 46.7% of the 15 companies with over 50 employees run reCAPTCHA (7 detected). That is a 45.2% gap between the over 50 employees and under 10 employees bands.
230
Active firms
2026
93.5%
Of detected Security share
UK financial advice
6
Median headcount
Filed accounts
526
Verified directors
Across this cohort
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Key facts
About 3% of the trading cohort reports turnover above £5M (9 of 230 firms) — the rest sits below that revenue band.
6% of the cohort was incorporated since 2022 (15 firms), so a sizeable share is in its first few filing cycles.
Among 246 financial advice firms with a detectable security system, this bot-check tool is detected at 93.5% (230).
London accounts for 40.4% (93) of the cohort, followed by the North West and South East at 11.3% (26) each.
The stack is usually conventional web infrastructure: 74.3% (171) also run a content-management platform and 51.7% (119) have website analytics detected.
Sector tags overlap: 72.2% (166) are also tagged as management consulting, 30.9% (71) as investment banking and 28.7% (66) as accounting and audit.
Security market share among UK Financial Advice
Share of the 246 UK Financial Advice with a detectable system. As of June 2026.
What else do reCAPTCHA-running Financial Advice run?
Share of the 230 reCAPTCHA-running UK companies where each technology was also detected. As of June 2026.
Where reCAPTCHA 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.
6
Median headcount
£525K
Median UK turnover
3.9%
Above £5M turnover
15
Incorporated since 2022
Verified directors — included in the file
Director names and roles for these 444 businesses, alongside financials and websites, in one Excel + CSV file.
Top UK Financial Advice using reCAPTCHA
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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Provides wealth management, investment advisory and brokerage services for individuals and institutions. Offers portfolio management, financial and retirement planning, asset management, fixed income…
Serves individual investors, families, retirees and business owners, as well as institutions and communities with wealth, banking and capital markets needs.
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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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 5 filingsProvides FCA‑regulated financial advice on UK pension transfers and international retirement planning. Advises expatriates and migrants on QROPS, QNUPS, SIPPs, and transfers from UK pension schemes,…
Serves expatriates and migrants with UK pensions, especially those moving to Australia or New Zealand, Shell pension members, and QROPS policyholders worldwide. Also works with IFAs, accountants and…
Financial Health
StrongStrong · Growing, Hiring · 4% 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 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 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 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 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 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 2 filingsProvides commercial and investment banking services including corporate lending, treasury and payment processing, capital raising and M&A advisory, asset and wealth management, market research, and…
Serves corporations, commercial real estate investors and developers, financial institutions, governments and public-sector bodies, plus individual investors and private banking clients across…
Financial Health
StrongStrong · Growing · 0% CAGR over 1y
Location
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Financial sub-scores
Computed from 4 filingsProvides independent financial advice to individuals and businesses including investments and savings, pension planning, life assurance, mortgages, estate planning, and corporate financial planning…
Serves domestic clients and businesses in Glasgow and across Scotland, including individuals seeking personal financial guidance and corporate clients needing advice for owners, employees and key…
Financial Health
StableStable · -11% CAGR over 3y
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…
Location
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Provides wealth management and family office advisory services for high-net-worth individuals and families, including portfolio management, investment strategy, access to private market investments,…
Serves high-net-worth global investors, families, entrepreneurs and business owners, particularly in emerging markets, seeking wealth management, family office support and cross-border planning.
Location
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Provides corporate trust and agency services, custody and collateral administration, institutional investment management, and wealth management including trust and estate planning, private banking,…
Serves institutional clients in capital markets and corporate transactions, plus high-net-worth individuals, families and business owners seeking wealth management, trust, estate, private banking and…
Location
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Provides institutional and private wealth financial services including corporate trust and agency administration, custody and collateral services, institutional investment management, wealth…
Serves institutional clients in capital markets and corporate transactions, alongside high-net-worth individuals, families and business owners seeking wealth management, trust, estate, private…
Location
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Provides institutional and private wealth financial services, including corporate trust and agency services, custody and collateral administration, institutional investment management, wealth…
Serves institutional capital markets participants, corporate transaction parties, international clients, and affluent individuals, families and business owners.
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Provides corporate trust and agency services, custody and collateral administration, institutional investment management, and wealth management services including trust and estate planning, private…
Serves institutional capital markets participants, plus high-net-worth individuals, families and business owners seeking wealth management, trust, estate, private banking and family office services.
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Provides corporate trust and agency services, custody and collateral administration, institutional investment management, and wealth management including trust and estate services, private banking,…
Serves institutional clients in capital markets and corporate transactions, plus high-net-worth individuals, families, and business owners seeking wealth management, trust, estate, private banking,…
Location
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Provides corporate trust and agency services, custody and collateral administration, institutional investment management, and wealth management services including trust and estate planning, private…
Serves institutional capital markets clients, international corporate transaction parties, and affluent individuals, families, business owners, and family offices seeking wealth, trust, estate,…
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Provides corporate trust and agency services, custody and collateral administration, institutional investment management, and wealth management services including trust, estate planning, private…
Serves institutional clients in capital markets and corporate transactions, plus high-net-worth individuals, families, and business owners seeking wealth management, private banking, trust, and…
Location
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Provides corporate trust and agency services for financial transactions, including acting as trustee for debt issuances and structured finance arrangements, and offering custody, collateral…
Targets institutional and international capital markets clients, including parties to corporate transactions, as well as high-net-worth individuals, families and business owners.
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 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 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 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 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 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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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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Provides investment advisory and asset management services, including fixed income sales and trading, securities brokerage, alternative investments, and corporate finance advisory, supporting…
Serves large institutional investors, investment funds, corporates, family offices and high-net-worth individuals.
Financial Health
N/AN/A
Location
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Provides investment management and advisory services for wealthy families, foundations and institutions. Designs investment policies, constructs diversified portfolios, selects external asset…
Serves wealthy individuals, families, family offices, family businesses, foundations and endowments seeking tailored investment and wealth oversight, with a focus on private wealth owners and…
Financial Health
N/AN/A
Location
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Provides corporate trust and agency services, custody and collateral services, and institutional investment management. Also offers wealth management services including wealth planning, trust and…
Serves institutional capital markets participants, corporations, international clients, and wealth management customers including high-net-worth individuals, families, business owners and fiduciaries.
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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 corporate trust and agency services, including acting as trustee for financial transactions and debt structures. Also supports custody and collateral administration, institutional investment…
Serves institutional capital markets participants, corporate and international clients, plus high-net-worth individuals, families, business owners and fiduciaries.
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Financial sub-scores
Computed from 5 filingsProvides investment banking and alternative asset management services. Advises companies and investors on mergers and acquisitions, capital raising and strategic transactions, and manages funds…
Serves mid-market corporates, financial sponsors, family-owned businesses and institutional investors across sectors such as technology, financial services and healthcare.
Financial Health
StrongStrong · Growing, Hiring · 68% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides asset management and investment advisory services to institutional and high‑net‑worth clients, including discretionary portfolio management, fund and capital solutions, and advice on debt,…
Serves institutional investors and ultra-high-net-worth clients, including family offices, foundations, endowments, official institutions, municipalities and pension funds seeking investment…
Financial Health
DistressedDistressed
Location
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Financial sub-scores
Computed from 4 filingsProvides stockbroking and investment services to corporate clients and high‑net‑worth individuals, including corporate broking, equity capital raising, share placings and subscriptions, investor…
Serves businesses and investors. Sells to corporate clients, especially ambitious growth and smaller listed companies seeking broking support, and to high net worth private clients interested in…
Financial Health
WeakWeak · -79% CAGR over 3y
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 4 filingsProvides consultancy on tax, legal and financial structuring for wealth and business planning. Works with accountants, tax advisers and legal chambers to connect clients with tax counsel and lawyers…
Serves business owners and families seeking generational wealth planning, alongside accountants, chartered tax advisers and other trusted advisers needing specialist legal and tax input.
Financial Health
StableStable · Hiring · 4% CAGR over 3y
Location
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Provides corporate finance and business advisory services including deal advisory for mergers and acquisitions, debt advisory, transaction due diligence, tax advisory, and business recovery and…
Serves owner-managers of UK businesses, alongside intermediaries, private equity firms and lenders involved with owner-managed companies at transaction, funding, recovery or investment stages.
Financial Health
N/AN/A
Location
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Financial sub-scores
Computed from 4 filingsProvides financial advisory services focused on debt and capital structure. Advises companies, private equity firms and asset investors on refinancing, restructuring, acquisition financing, strategic…
Serves mid-market businesses, private equity firms, real estate investors, real assets operators and natural resources companies seeking financial advisory support.
Financial Health
StrongStrong · Hiring · 14% CAGR over 3y
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 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 corporate finance advisory services to owner‑managed businesses, including support with selling and acquiring companies, raising equity and debt funding, and private equity transactions.…
Serves owner-managed businesses, entrepreneurs and management teams across sectors including technology, logistics, industrials, healthcare, retail, food and beverage, automotive, energy and…
Financial Health
StrongStrong · Hiring · 76% CAGR over 3y
Location
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Financial sub-scores
Computed from 4 filingsProvides mergers and acquisitions advisory services to mid‑market businesses and private equity investors. Supports sell‑side and buy‑side transactions, capital raising, and strategic growth…
Serves mid-market businesses, private equity investors, strategic buyers and financial sponsors across tech and services, education, financial institutions, healthcare, media and events, and…
Financial Health
StrongStrong · Hiring · 59% CAGR over 3y
Location
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Financial sub-scores
Computed from 5 filingsArranges property development and investment finance by connecting borrowers with lenders. Provides brokerage for bridging loans, auction finance, development and construction funding, buy‑to‑let and…
Serves property developers, landlords and property investors, including buy-to-let and HMO landlords, auction buyers and sponsors of residential or mixed-use schemes.
Financial Health
HealthyHealthy · Hiring · 12% CAGR over 4y
Location
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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 3 filingsProvides corporate finance advisory services including management buyout advice, company sale processes, and acquisition support. Advises management teams and companies on mergers and acquisitions,…
Serves management teams, owner-managers, financial institutions, listed companies and private businesses involved in company sales, acquisitions, buyouts and investment transactions.
Financial Health
StableStable · Hiring · 10% CAGR over 2y
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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381 more companies and their verified directors are in the file
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How reCAPTCHA 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.
reCAPTCHA 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 reCAPTCHA?
What share of UK financial advice companies run reCAPTCHA?
How is reCAPTCHA usage detected?
What size financial advice companies use reCAPTCHA in the UK?
What do reCAPTCHA-running financial advice companies also run?
Can I get contact details for these companies?
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