Financial Advice Companies Using WordPress in the UK: 529 Active Firms (2026)

Financial advice firms running a modern CMS publish adviser profiles, service pages and client resources for UK retail and corporate clients.

For financial advice firms, this CMS usually sits between marketing, compliance review and practice operations rather than inside a product-engineering team. It gives non-technical staff a way to maintain acquisition pages, technical explainers, local office content and adviser-led material without turning every edit into a development ticket. Adoption tends to signal a direct-channel posture: enough budget for external web support, enough internal ownership to keep regulated copy current, and a sales model where organic search, referral validation and enquiry capture matter. Engagements range from template-led agency builds to multi-branch estates with shared governance.

Read more

Across the UK, 529 actively trading financial-advice firms run this CMS on their public websites. The reported employment footprint is 770 people, which points to a cohort weighted towards adviser practices and small operating groups rather than large national platforms. Within the sector’s CMS ranking, it accounts for 68.1% of a 777-site comparison, ahead of website-builder and enterprise-CMS alternatives. Registered-address concentration is marked: London accounts for 47.3% of the cohort, followed by the South East at 10.8%, the North West at 9.3%, the East of England at 7.6% and the West Midlands at 6.0%.

Financial advice websites carry a different risk profile from general brochureware because content can sit close to regulated advice, suitability claims and financial promotion. Procurement therefore tends to favour agency-manageable implementations with clear publishing roles, approval trails and controlled use of third-party extensions. Forms, analytics and remarketing tags need particular care where visitors are seeking pensions, investment or wealth guidance, as enquiry data may reveal sensitive financial intentions. The surrounding vendor ecosystem is broad, but advisers usually need fewer experimental features than editorial discipline, uptime, accessibility and a clean hand-off into client onboarding.

Adoption appears likely to remain pragmatic rather than fashion-led. The CMS suits firms that want editorial control, search visibility and localised service content without hiring a full web engineering function, so replacement pressure tends to come from governance problems rather than from the core publishing model. Consolidation in financial advice may push some groups towards tighter design systems and fewer local site variants, while smaller practices are more likely to keep agency-maintained builds. The scarcity of very large operators in the cohort suggests that migrations to heavier enterprise stacks will be selective.

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

Company name
Website
City & address
Companies House no.
Incorporation date
SIC codes & industry tags
What they do / who they sell to
Turnover, profit, cash & net assets
Employees
Growth (YoY & 3-year)
Financial-health score & flags
Sales-readiness score
Detected technologies

Verified directors — included

Director names
Director roles
Appointment dates

Adoption by company size

Adoption of WordPress rises with company size across the trading UK financial advice companies in this cohort. 4.1% of the 10,422 companies with under 10 employees run WordPress (431 detected). 52.6% of the 192 companies with 10–50 employees run WordPress (101 detected). 53.3% of the 15 companies with over 50 employees run WordPress (8 detected). That is a 49.2% gap between the over 50 employees and under 10 employees bands.

529

Active firms

2026

68.1%

Of detected CMS share

UK financial advice

5

Median headcount

Filed accounts

1,166

Verified directors

Across this cohort

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Key facts

About 3% of the trading cohort reports turnover above £5M (17 of 529 firms) — the rest sits below that revenue band.

8% of the cohort was incorporated since 2022 (46 firms), so a sizeable share is in its first few filing cycles.

Among financial advice firms with a detectable CMS, this system accounts for 68.1% (529) of the 777-company denominator; the next two systems sit at 9.5% (74) and 8.5% (66).

London accounts for 47.3% (250) of the cohort by registered ITL1 region, followed by the South East at 10.8% (57) and the North West at 9.3% (49).

Sector tags overlap: 70.3% (372) are also tagged as Management Consulting, 35.2% (186) as Investment Banking, and 26.1% (138) as Accounting & Audit.

Adjacent web-stack detections suggest a search-and-analytics pattern: SEO tooling appears on 52.4% (277), analytics on 46.1% (244), and tag management on 30.4% (161).

Financial-health classifications are mixed: 15.9% (84) sit in the weak band, 9.8% (52) are distressed, and 3.8% (20) have insufficient history.

CMS market share among UK Financial Advice

WordPress
Other / long tail

Share of the 777 UK Financial Advice with a detectable system. As of June 2026.

What else do WordPress-running Financial Advice run?

Share of the 529 WordPress-running UK companies where each technology was also detected. As of June 2026.

Where WordPress Financial Advice are, and how healthy they look

By region

London
South East
North West
East of England
West Midlands
Rest of UK

By registered-office region; companies without a regional match count toward Rest of UK.

By financial health

Strong
Healthy
Stable
Weak
Distressed
Insufficient history

From filed accounts; firms with fewer than two filings show as insufficient history.

5

Median headcount

£404.6K

Median UK turnover

3.2%

Above £5M turnover

46

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 1,067 companies, alongside financials and websites, in one CSV file.

Top UK Financial Advice using WordPress

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.

Company
Sales readinessHow strongly each company matches this list’s ideal-customer profile. An AI model assesses what each company does (from its website), its sector and size, and scores its overall fit 0–100. Companies are listed highest score first, so the best-fit prospects appear at the top.
Turnover
Employees
Growth (yoy)Year-on-year change in UK headcount, from filed accounts.
Financial healthComposite 0–100 score from recent XBRL filings (profitability, net assets, liquidity, cash, headcount). Bands: Strong, Healthy, Stable, Weak, Distressed.
Location
Cradle Overseas Pensions Ltd
Cradle Overseas Pensions
Wealth ManagementManagement Consulting
7 employeesInc. 2010Calne, WiltshireCH 07273148
cradleltd.co.uk
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount65 / 100
What does Cradle Overseas Pensions Ltd do?

Provides 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,…

Who does Cradle Overseas Pensions Ltd sell to?

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…

Key contacts (2)
RC
Rhian Catherine Nash
Director
CA
Carol Anne Foley
Director
Full details & directors in the file
Company vitals
UK Headcount
7
UK Revenue
£233.2KEstimate
Founded
16 years ago
Since Jun 2010
HQ
Calne, Wiltshire
Financial health
90

Financial Health

Strong

Strong · Growing, Hiring · 4% CAGR over 4y

GrowingHiring

Location

Map of Calne, Wiltshire
2 Petty Lane, Derry Hill
Calne, Wiltshire, SN11 9QY
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

ALINGTON RUTHIN STOCKBROKERS AND INVESTMENT MANAGEMENT LIMITED
Alington Ruthin
Asset ManagementWealth ManagementInvestment Banking
6 employeesInc. 2003DenbighshireCH 04995872
alingtonruthin.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 3 filings
Net assets75 / 100
Cash40 / 100
Headcount100 / 100
What does ALINGTON RUTHIN STOCKBROKERS AND INVESTMENT MANAGEMENT LIMITED do?

Provides discretionary investment management and bespoke portfolio services for private clients, personal pensions, companies, trusts and charities. Works with financial advisers to manage and invest…

Who does ALINGTON RUTHIN STOCKBROKERS AND INVESTMENT MANAGEMENT LIMITED sell to?

Serves private clients, pension holders, companies, trusts and charities, and partners with financial advisers serving their own investment clients.

Key contacts (2)
CA
Christian Andrew Nathan Randall
Director
NC
Nicholas Charles Randall
Director
Full details & directors in the file
Company vitals
UK Headcount
6
UK Revenue
£275.1KEstimate
Founded
22 years ago
Since Dec 2003
HQ
Denbighshire
Financial health
73

Financial Health

Healthy

Healthy · Hiring · 22% CAGR over 2y

Hiring

Location

Map of Denbighshire
Clwyd House 3c Clwyd Street, Ruthin
Denbighshire, LL15 1HF
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Fairstone
Wealth ManagementInvestment Banking
6 employeesInc. 2015SunderlandCH 09928851
fairstonegroup.co.uk
Buy all 1,067 as a spreadsheet
What does Fairstone do?

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…

Who does Fairstone sell to?

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…

Full details & directors in the file
Company vitals
UK Headcount
6
UK Revenue
£104.8KEstimate
Founded
10 years ago
Since Dec 2015
HQ
Sunderland

Location

Map of Sunderland
8 Camberwell Way, Doxford International Business Park
Sunderland, SR3 3XN
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Fairstone
Wealth ManagementInvestment Banking
5 employeesInc. 2008SunderlandCH 06599555
fairstonegroup.co.uk
Buy all 1,067 as a spreadsheet
What does Fairstone do?

Provides financial planning and wealth management services for retail and corporate clients, including investment advice and management of client assets. Also acquires and partners with independent…

Who does Fairstone sell to?

Serves retail and corporate wealth management clients in the UK, and targets independent financial adviser firms seeking acquisition, succession or partnership options.

Full details & directors in the file
Company vitals
UK Headcount
5
UK Revenue
£91.6KEstimate
Founded
18 years ago
Since May 2008
HQ
Sunderland

Location

Map of Sunderland
8 Camberwell Way, Doxford International Business Park
Sunderland, SR3 3XN
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Berkeley Corporate Finance Limited
Berkeley Financial
Wealth ManagementInvestment BankingAsset Management
Inc. 2008LondonCH 06627052
berkeley.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 3 filings
Net assets81 / 100
Cash100 / 100
What does Berkeley Corporate Finance Limited do?

Provides private banking, wealth management, and investment banking services. Activities include asset management, securities financing, asset custody, treasury and cash management, cross-border…

Who does Berkeley Corporate Finance Limited sell to?

Serves high-net-worth individuals, families and institutions with an international profile, including organisations needing private banking, wealth management, estate planning and investment banking…

Full details & directors in the file
Company vitals
UK Headcount
0
UK Revenue
£1.4MEstimate
Founded
18 years ago
Since Jun 2008
HQ
London
Financial health
88

Financial Health

Strong

Strong

Location

Map of London
South Point House 321 Chase Road, Southgate
London, N14 6JT
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

44 BENEFIT SOLUTIONS LIMITED
44 Benefit Solutions
Management ConsultingInsurance
0 employeesInc. 2012Brentwood, EssexCH 08272027
44benefits.co.uk
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 4 filings
Net assets97 / 100
Cash100 / 100
Headcount0 / 100
What does 44 BENEFIT SOLUTIONS LIMITED do?

Provides consultancy and administration services for employee benefits programmes, including workplace pensions, auto‑enrolment compliance, insured risk benefits, payroll services, and flexible…

Who does 44 BENEFIT SOLUTIONS LIMITED sell to?

Serves employers seeking support with employee benefits, workplace pensions, auto-enrolment, insured risk and payroll arrangements, with additional services for private clients.

Key contacts (2)
KS
Katie St Pier
Director
RP
Robert Paul Noble
Director
Full details & directors in the file
Company vitals
UK Headcount
0
UK Revenue
£501.1KEstimate
Founded
13 years ago
Since Oct 2012
HQ
Brentwood, Essex
Financial health
71

Financial Health

Healthy

Healthy · -78% CAGR over 3y

Location

Map of Brentwood, Essex
Create Business Hub 5 Rayleigh Road, Hutton
Brentwood, Essex, CM13 1AB
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Dowgate Capital Limited
Dowgate Capital
Investment BankingWealth Management
42 employeesInc. 1990LondonCH 02474423
dowgatecapital.co.uk
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Net assets79 / 100
Cash62 / 100
Headcount100 / 100
What does Dowgate Capital Limited do?

Provides discretionary, advisory and execution-only investment services, including corporate broking and advisory, equity research, sales and trading. Also operates auctions for buying and selling…

Who does Dowgate Capital Limited sell to?

Serves investors seeking to buy or sell Wimbledon Debentures, alongside quoted and unquoted companies needing capital markets support and corporate broking relationships.

Full details & directors in the file
Company vitals
UK Headcount
42
UK Revenue
£9.8M
Founded
36 years ago
Since Feb 1990
HQ
London
Financial health
80

Financial Health

Strong

Strong · Growing, Hiring · 22% CAGR over 4y

GrowingHiring

Location

Map of London
15 Fetter Lane
London, EC4A 1BW
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Fiducity Services Limited
Fiduciary Services Limited
Wealth ManagementManagement Consulting
2 employeesInc. 2023Cheltenham, GloucestershireCH 14655226
fiduciaryservicesltd.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 2 filings
Net assets100 / 100
Cash100 / 100
Headcount40 / 100
What does Fiducity Services Limited do?

Provides private client advisory services including estate and legacy planning, trusteeship and asset custody, family business governance and succession planning, Islamic estate planning, and wealth…

Who does Fiducity Services Limited sell to?

Serves private clients and wealthy families seeking estate and legacy planning, trusteeship, wealth preservation, family business advisory, and Islamic estate planning, including multi-generational…

Key contacts (1)
JW
Jane Wild
Director
Full details & directors in the file
Company vitals
UK Headcount
2
UK Revenue
£2.6MEstimate
Founded
3 years ago
Since Feb 2023
HQ
Cheltenham, Gloucestershire
Financial health
84

Financial Health

Strong

Strong · Growing · 0% CAGR over 1y

Growing

Location

Map of Cheltenham, Gloucestershire
Formal House, 60 St. Georges Place
Cheltenham, Gloucestershire, GL50 3PN
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

T&J Capital Group Limited
TJ Capital Holdings
Asset ManagementWealth ManagementInvestment Banking
5 employeesInc. 2015LondonCH 09790818
tjcapital.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Cash42 / 100
Headcount100 / 100
What does T&J Capital Group Limited do?

Provides asset management and investment advisory services to high‑net‑worth individuals, family offices and institutions. Develops customised multi‑asset investment strategies and manages separately…

Who does T&J Capital Group Limited sell to?

Serves high-net-worth individuals, family offices and institutional investors, addressing a mix of private clients and organisations with significant investable assets.

Key contacts (1)
MD
Mohit Davar
Director
Full details & directors in the file
Company vitals
UK Headcount
5
UK Revenue
£270.9KEstimate
Founded
10 years ago
Since Sep 2015
HQ
London
Financial health
71

Financial Health

Healthy

Healthy · Hiring · 14% CAGR over 4y

Hiring

Location

Map of London
12 Crespigny Road
London, NW4 3DY
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

H CAPITAL LTD.
H Capital
Wealth ManagementInvestment Banking
3 employeesInc. 2017LondonCH 10873861
hcapitalltd.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
Cash100 / 100
Headcount40 / 100
What does H CAPITAL LTD. do?

Provides financial advisory services including investment advisory, portfolio construction, and wealth planning. Advises individuals and institutions on capital allocation and risk management, and…

Who does H CAPITAL LTD. sell to?

Serves institutions, corporates, lenders, high-net-worth individuals, families, professionals and private clients seeking investment, wealth planning and corporate finance advice, primarily within…

Key contacts (1)
AC
Alexandros Chirdaris
Director
Full details & directors in the file
Company vitals
UK Headcount
3
UK Revenue
£806.9KEstimate
Founded
9 years ago
Since Jul 2017
HQ
London
Financial health
84

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

Map of London
Epworth House, City Road
London, EC1Y 1AA
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

MHM Pension Services Ltd
MHM Pensions
Management Consulting
0 employeesInc. 2016Leeds, West YorkshireCH 10245930
mhmpensions.co.uk
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount0 / 100
What does MHM Pension Services Ltd do?

Provides independent pension consultancy and trustee services to occupational pension schemes. Offers governance and scheme secretarial support, coordinates advisers, and advises employers on…

Who does MHM Pension Services Ltd sell to?

Serves UK employers, pension scheme trustees and sponsors managing defined benefit, defined contribution, pension and insurance schemes, including organisations responsible for employee benefits and…

Key contacts (2)
DA
David Antony Hodgson
Director
FJ
Fiona Jane Hodgson
Director
Full details & directors in the file
Company vitals
UK Headcount
0
UK Revenue
£336.5KEstimate
Founded
10 years ago
Since Jun 2016
HQ
Leeds, West Yorkshire
Financial health
73

Financial Health

Healthy

Healthy · -67% CAGR over 4y

Location

Map of Leeds, West Yorkshire
1 Victoria Court, Bank Square, Morley
Leeds, West Yorkshire, LS27 9SE
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

SUCCESS CXP LTD
Success CXP
Wealth ManagementManagement Consulting
9 employeesInc. 2011Chesterfield, DerbyshireCH 07730608
successcxp.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 4 filings
Cash41 / 100
Headcount59 / 100
What does SUCCESS CXP LTD do?

Provides 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…

Who does SUCCESS CXP LTD sell to?

Serves business owners and families seeking generational wealth planning, alongside accountants, chartered tax advisers and other trusted advisers needing specialist legal and tax input.

Key contacts (1)
CG
Carl Graham Harrison
Director
Full details & directors in the file
Company vitals
UK Headcount
9
UK Revenue
£606.3KEstimate
Founded
14 years ago
Since Aug 2011
HQ
Chesterfield, Derbyshire
Financial health
50

Financial Health

Stable

Stable · Hiring · 4% CAGR over 3y

Hiring

Location

Map of Chesterfield, Derbyshire
Success Cxp Ltd Unit 3, Old Brick Works Lane, Sheffield Road
Chesterfield, Derbyshire, S41 7JD
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

PROSDOCIMI LIMITED
Prosdocimi
Investment BankingWealth Management
2 employeesInc. 2007Virginia Water, SurreyCH 06445532
prosdocimi.com/home
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount40 / 100
What does PROSDOCIMI LIMITED do?

Provides corporate finance advisory, capital raising and brokerage services. Offers sales trading and trade execution in equities, derivatives, fixed income and foreign exchange, and provides wealth…

Who does PROSDOCIMI LIMITED sell to?

Serves professional financial clients, including hedge funds, long-only institutions, family offices, wealth management firms and high-net-worth or professional individuals.

Key contacts (1)
AD
Andrea Dorian Prosdocimi
Director
Full details & directors in the file
Company vitals
UK Headcount
2
UK Revenue
£1.5M
Founded
18 years ago
Since Dec 2007
HQ
Virginia Water, Surrey
Financial health
84

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

Map of Virginia Water, Surrey
Silverwood, Waverley Drive
Virginia Water, Surrey, GU25 4PZ
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

BUSINESS CAPITAL & CONSULTING MANAGEMENT PARTNERS LLP
Bccm
Wealth ManagementManagement Consulting
2 employeesInc. 2011LondonCH OC366317
bccm-group.co.uk
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
Cash100 / 100
Headcount40 / 100
What does BUSINESS CAPITAL & CONSULTING MANAGEMENT PARTNERS LLP do?

Provides consulting on asset ownership and structuring, tax planning, and wealth protection. Advises on investment strategy and capital markets, and organises and supports transactions including M&A,…

Who does BUSINESS CAPITAL & CONSULTING MANAGEMENT PARTNERS LLP sell to?

Serves high-net-worth individuals, families, investors and business owners with international assets, plus companies involved in M&A, private equity, venture capital, real estate, finance, IPO and…

Key contacts (1)
VK
Vladimir Kokorin
Llp Designated Member
Full details & directors in the file
Company vitals
UK Headcount
2
UK Revenue
£762.8KEstimate
Founded
15 years ago
Since Jul 2011
HQ
London
Financial health
84

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

Map of London
Birchin Court, 20 Birchin Lane
London, EC3V 9DJ
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

THE ATHENA CAPITAL LTD
Group Athena
Investment BankingWealth ManagementAsset Management
6 employeesInc. 2006Edgware, MiddlesexCH 05797116
groupathena.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Net assets80 / 100
Cash43 / 100
Headcount40 / 100
What does THE ATHENA CAPITAL LTD do?

Provides investment banking and financial advisory services, including corporate finance advice, investment management, wealth management for high‑net‑worth clients, and brokerage. Offers portfolio…

Who does THE ATHENA CAPITAL LTD sell to?

Serves B2B and private-client markets: corporates seeking India-focused finance advice, high-net-worth individuals and families, and direct or institutional investors interested in Indian capital…

Full details & directors in the file
Company vitals
UK Headcount
6
UK Revenue
£1.2M
Founded
20 years ago
Since Apr 2006
HQ
Edgware, Middlesex
Financial health
59

Financial Health

Stable

Stable · 0% CAGR over 5y

Location

Map of Edgware, Middlesex
C/O Ashley King Ltd, 68 St. Margarets Road
Edgware, Middlesex, HA8 9UU
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Atkin Trustees Limited
Aptia Pension Consulting
InsuranceManagement Consulting
31 employeesInc. 1992LondonCH 02768340
atkintrustees.co.uk
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 3 filings
Net assets44 / 100
Cash62 / 100
Headcount91 / 100
What does Atkin Trustees Limited do?

Provides 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…

Who does Atkin Trustees Limited sell to?

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.

Key contacts (2)
MP
Michael Peter Methley
Director
RP
Robert Paul Dales
Director
Full details & directors in the file
Company vitals
UK Headcount
31
UK Revenue
£1.7MEstimate
Founded
33 years ago
Since Nov 1992
HQ
London
Financial health
62

Financial Health

Healthy

Healthy · Hiring · 19% CAGR over 2y

Hiring

Location

Map of London
Level 37, Tower 42, Old Broad Street
London, EC2N 1HQ
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Enterprise Accountancy Services Limited
Enterprise Accountancy
Accounting & AuditWealth ManagementManagement Consulting
15 employeesInc. 2002Doncaster, South YorkshireCH 04547567
enterpriseaccountancy.co.uk
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Net assets55 / 100
Cash40 / 100
Headcount34 / 100
What does Enterprise Accountancy Services Limited do?

Provides accountancy services, business consultancy, and wealth management for businesses and individuals. Offers financial management support, advice on business and personal finances, and related…

Who does Enterprise Accountancy Services Limited sell to?

Serves owner-managed businesses, entrepreneurs and private individuals with business or personal finance questions; case studies include hospitality, communications, creative/brand management and…

Full details & directors in the file
Company vitals
UK Headcount
15
UK Revenue
£1MEstimate
Founded
23 years ago
Since Sep 2002
HQ
Doncaster, South Yorkshire
Financial health
45

Financial Health

Stable

Stable · -2% CAGR over 4y

Location

Map of Doncaster, South Yorkshire
8 Castlegate, Tickhill
Doncaster, South Yorkshire, DN11 9QU
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

WINTERBOURNE TRUSTEE SERVICES LIMITED
Winterbourne Trustee Services
Management Consulting
12 employeesInc. 1996Salisbury, WiltshireCH 03275723
winterbourne-trustee.co.uk
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Net assets30 / 100
Cash56 / 100
Headcount54 / 100
What does WINTERBOURNE TRUSTEE SERVICES LIMITED do?

Provides independent professional trustee services, administration, and consultancy for occupational pension schemes, including final salary and money purchase plans. Supports employers and trustees…

Who does WINTERBOURNE TRUSTEE SERVICES LIMITED sell to?

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…

Key contacts (2)
WP
Wendy Patricia Williams
Director
JA
Jonathan Anthony Collins
Director
Full details & directors in the file
Company vitals
UK Headcount
12
UK Revenue
£987K
Founded
29 years ago
Since Nov 1996
HQ
Salisbury, Wiltshire
Financial health
43

Financial Health

Stable

Stable · 2% CAGR over 4y

Location

Map of Salisbury, Wiltshire
One Oakridge Park, Southampton, Road, Whaddon
Salisbury, Wiltshire, SP5 3HT
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

NECTAR CAPITAL LLP
Nectar Capital
Asset ManagementPrivate EquityInvestment Banking
5 employeesInc. 2013LondonCH OC389973
nectarcapital.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 3 filings
Cash100 / 100
Headcount100 / 100
What does NECTAR CAPITAL LLP do?

Provides asset management, private equity investment, and corporate finance advisory services. Manages public and private market investment funds and managed accounts, and advises on mergers and…

Who does NECTAR CAPITAL LLP sell to?

Serves family offices, institutional investors, high-net-worth individuals and trusts, as well as companies seeking corporate finance support, especially in media, creative, leisure, financial…

Key contacts (1)
YH
Yohana Habtom
Llp Designated Member
Full details & directors in the file
Company vitals
UK Headcount
5
UK Revenue
£2.5M
Founded
12 years ago
Since Dec 2013
HQ
London
Financial health
100

Financial Health

Strong

Strong · Hiring · 29% CAGR over 2y

Hiring

Location

Map of London
5th Floor, 36 St. James'S Street
London, SW1A 1JD
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

CMIS Independent Financial Advisors Limited
Moore Kingston Smith
Accounting & AuditManagement Consulting
8 employeesInc. 2018London, EssexCH 11677393
mooreks.co.uk
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Cash100 / 100
Headcount61 / 100
What does CMIS Independent Financial Advisors Limited do?

Provides accountancy and business advisory services including audit, tax planning, corporate finance, outsourced accounting, payroll, financial planning, restructuring and insolvency advice, HR…

Who does CMIS Independent Financial Advisors Limited sell to?

Serves commercial and nonprofit organisations, owner-managed and large corporate businesses, family businesses, professional firms and private clients across sectors including charities, education,…

Key contacts (3)
DP
David Painter
Director
SR
Stephen Robert Dean
Director
DW
David William Boone
Director
Full details & directors in the file
Company vitals
UK Headcount
8
UK Revenue
£538.6KEstimate
Founded
7 years ago
Since Nov 2018
HQ
London, Essex
Financial health
81

Financial Health

Strong

Strong · Hiring · 3% CAGR over 4y

Hiring

Location

Map of London, Essex
6th Floor, 9 Appold Street
London, Essex, EC2A 2AP
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

ndapt ltd
Ndapt
Management Consulting
8 employeesInc. 2020LondonCH 12661514
ndapt.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Cash100 / 100
What does ndapt ltd do?

Provides professional trustee and non‑executive director services to pension schemes, charities and companies. Advises on governance and board oversight, and offers technology and consolidation…

Who does ndapt ltd sell to?

Serves pension schemes, companies and charities seeking professional trustee and non-executive director support, targeting boards and governance leaders with pensions management and governance…

Key contacts (1)
IC
Iain Clacher
Director
Full details & directors in the file
Company vitals
UK Headcount
8
UK Revenue
£950.8KEstimate
Founded
6 years ago
Since Jun 2020
HQ
London
Financial health
100

Financial Health

Strong

Strong

Location

Map of London
167-169 Great Portland Street, 5th Floor
London, W1W 5PF
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

MOORE FAMILY OFFICE LIMITED
Moore Family Office Group
Wealth ManagementAccounting & AuditManagement Consulting
13 employeesInc. 2018LondonCH 11599401
moorefamilyofficegroup.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 3 filings
Cash38 / 100
Headcount100 / 100
What does MOORE FAMILY OFFICE LIMITED do?

Provides consultancy, tax planning, trust administration, fiduciary and corporate services for internationally based families. Also offers risk advisory, outsourcing and, through an associate firm,…

Who does MOORE FAMILY OFFICE LIMITED sell to?

Serves internationally based high-net-worth families and private clients, particularly those with overseas locations and UK requirements, alongside related family office and corporate structures.

Full details & directors in the file
Company vitals
UK Headcount
13
UK Revenue
£3.4MEstimate
Founded
7 years ago
Since Oct 2018
HQ
London
Financial health
69

Financial Health

Healthy

Healthy · Hiring · 27% CAGR over 2y

Hiring

Location

Map of London
5 Market Yard Mews, 194-204 Bermondsey Street
London, SE1 3TQ
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

SWISS FINANCE CORPORATION LIMITED
Swiss Finance
Investment BankingAsset Management
0 employeesInc. 1988LondonCH 02278043
sfc-uk.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash87 / 100
Headcount0 / 100
What does SWISS FINANCE CORPORATION LIMITED do?

Provides foreign exchange trading and international payment services, including spot, forwards, options and NDFs. Offers access to equities, commodities, metals and fixed income markets, along with…

Who does SWISS FINANCE CORPORATION LIMITED sell to?

Serves corporate clients, professional investors and individual account holders needing global trading, hedging and international payment access across foreign exchange, equities, fixed income,…

Key contacts (2)
SR
Stephen Roger Smith
Director
SP
Sanjay Peter Amin
Director
Full details & directors in the file
Company vitals
UK Headcount
0
UK Revenue
£5.1M
Founded
38 years ago
Since Jul 1988
HQ
London
Financial health
69

Financial Health

Healthy

Healthy · -68% CAGR over 4y

Location

Map of London
58 Grosvenor Street
London, W1K 3JB
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

SUN (LONDON) LIMITED
Sun Global
Investment BankingAsset ManagementWealth Management
Inc. 1986Kingston Upon Thames, SurreyCH 01992818
sunglobal.co.uk
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Cash100 / 100
What does SUN (LONDON) LIMITED do?

Operates as an investment holding company providing financial services including investment advisory, wealth management, corporate finance and securities trading. Advises institutional clients on…

Who does SUN (LONDON) LIMITED sell to?

Serves institutional clients, investors and corporate borrowers seeking investment advisory, securities trading and corporate finance support, including M&A, fundraising and capital markets access,…

Key contacts (1)
UH
Uday Harsh Khemka
Director
Full details & directors in the file
Company vitals
UK Headcount
0
UK Revenue
£220.5KEstimate
Founded
40 years ago
Since Feb 1986
HQ
Kingston Upon Thames, Surrey
Financial health
100

Financial Health

Strong

Strong

Location

Map of Kingston Upon Thames, Surrey
1 Princeton Mews, 167-169 London Road
Kingston Upon Thames, Surrey, KT2 6PT
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

GROSVENOR FINANCIAL ASSET MANAGEMENT LIMITED
Gfam
Asset ManagementInvestment Banking
Inc. 2003Borehamwood, HertfordshireCH 04691505
grosvenor-financial.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 3 filings
Cash100 / 100
Headcount0 / 100
What does GROSVENOR FINANCIAL ASSET MANAGEMENT LIMITED do?

Provides investment and portfolio management services using trading strategies across global fixed income, equities and exchange-traded funds. Focuses on credit instruments including subordinated and…

Who does GROSVENOR FINANCIAL ASSET MANAGEMENT LIMITED sell to?

Serves investors and asset allocators seeking a regulated investment manager for global fixed income, equities, ETFs and credit strategies, including developed and emerging market exposure.

Key contacts (1)
SS
Sunita Srivastava
Director
Full details & directors in the file
Company vitals
UK Headcount
0
UK Revenue
£2.5M
Founded
23 years ago
Since Mar 2003
HQ
Borehamwood, Hertfordshire
Financial health
50

Financial Health

Stable

Stable

Location

Map of Borehamwood, Hertfordshire
5 Elstree Gate, Elstree Way
Borehamwood, Hertfordshire, WD6 1JD
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

UNITED FIRST MANAGEMENT LIMITED
United First Partners
Investment BankingAsset ManagementWealth Management
1 employeesInc. 2012LondonCH 08007072
utdfirst.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 3 filings
Cash100 / 100
Headcount40 / 100
What does UNITED FIRST MANAGEMENT LIMITED do?

Provides financial services including securities sales and trading, clearing and settlement, and investment research. Advises institutional and private clients on special situations, corporate…

Who does UNITED FIRST MANAGEMENT LIMITED sell to?

Serves institutional and private financial clients globally, including hedge funds, private equity firms, long-only funds, corporates, sovereign wealth funds and family offices.

Full details & directors in the file
Company vitals
UK Headcount
1
UK Revenue
£853.6KEstimate
Founded
14 years ago
Since Mar 2012
HQ
London
Financial health
70

Financial Health

Healthy

Healthy · 0% CAGR over 2y

Location

Map of London
4th Floor, 100 Cannon Street
London, EC4N 6EU
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Camdor Global Advisors Limited
Camdor Global Advisors
Management ConsultingAsset Management
5 employeesInc. 2015LondonCH 09507497
camdorglobaladvisors.com/about-us
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash0 / 100
Headcount100 / 100
What does Camdor Global Advisors Limited do?

Provides investment, risk and financial strategy advisory services to pension funds, local authorities and institutional investors. Services include economic scenario analysis, ESG reporting,…

Who does Camdor Global Advisors Limited sell to?

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…

Full details & directors in the file
Company vitals
UK Headcount
5
UK Revenue
£660.7KEstimate
Founded
11 years ago
Since Mar 2015
HQ
London
Financial health
73

Financial Health

Healthy

Healthy · Hiring · 26% CAGR over 4y

Hiring

Location

Map of London
Office 7, 35-37 Ludgate Hill
London, EC4M 7JN
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

EST Accountants Ltd.
EST
Accounting & AuditWealth ManagementManagement Consulting
10 employeesInc. 2012CardiffCH 08303442
est-group.co.uk
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Net assets58 / 100
Cash100 / 100
Headcount31 / 100
What does EST Accountants Ltd. do?

Provides accountancy and tax services for businesses, including bookkeeping, financial reporting and advisory. Also offers HR support, commercial finance advice, wealth management through a regulated…

Who does EST Accountants Ltd. sell to?

Serves businesses, particularly SMEs and growing companies, seeking accountancy, tax, HR, commercial finance and related professional support.

Key contacts (1)
LM
Lauren Megan Quinnell
Director
Full details & directors in the file
Company vitals
UK Headcount
10
UK Revenue
£509.5KEstimate
Founded
13 years ago
Since Nov 2012
HQ
Cardiff
Financial health
62

Financial Health

Healthy

Healthy · -2% CAGR over 4y

Location

Map of Cardiff
Henstaff Court, Llantrisant Road
Cardiff, CF72 8NG
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

HYBRIDAN LLP
Hybridan
Investment Banking
3 employeesInc. 2007Harrow, MiddlesexCH OC325178
hybridan.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 3 filings
Cash40 / 100
Headcount17 / 100
What does HYBRIDAN LLP do?

Provides corporate finance advisory, corporate broking, and research services focused on small‑cap and growth companies. Assists businesses with fundraising, connecting with investors, and preparing…

Who does HYBRIDAN LLP sell to?

Serves ambitious SMEs and UK small-cap or mid-cap companies, including AIM and AQSE-listed or listing businesses, seeking engagement with growth capital investors and public market support.

Key contacts (2)
AJ
Alan John Barber
Llp Member
CL
Claire Louise Noyce
Llp Designated Member
Full details & directors in the file
Company vitals
UK Headcount
3
UK Revenue
£749.2K
Founded
19 years ago
Since Jan 2007
HQ
Harrow, Middlesex
Financial health
28

Financial Health

Weak

Weak · -13% CAGR over 2y

Location

Map of Harrow, Middlesex
2 Jardine House The Harrovian Business Village, Bessborough Road
Harrow, Middlesex, HA1 3EX
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

RCP Finance Limited
RCP Finance
Investment BankingReal Estate & Property
5 employeesInc. 2017LondonCH 11073906
rcpfinance.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount100 / 100
What does RCP Finance Limited do?

Advises on and arranges financing for real estate, real assets, corporate loans and luxury asset transactions. Provides capital structuring services and funding solutions for property and hospitality…

Who does RCP Finance Limited sell to?

Serves businesses, property investors/developers and high-net-worth clients seeking finance for real estate, hospitality assets, corporate borrowing and luxury assets, with transactions worldwide.

Key contacts (1)
CJ
Christopher Jonathan Khoi
Director
Full details & directors in the file
Company vitals
UK Headcount
5
UK Revenue
£891.8KEstimate
Founded
8 years ago
Since Nov 2017
HQ
London
Financial health
100

Financial Health

Strong

Strong · Growing, Hiring · 48% CAGR over 4y

GrowingHiringFinancial distressTechnical insolvency

Location

Map of London
4 Hill Street
London, W1J 5NE
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Scitus Capital Holdings Advisors Ltd
Scitus Capital Advisors
Asset ManagementManagement ConsultingWealth Management
2 employeesInc. 2019LondonCH 11917275
scitusadvisory.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
What does Scitus Capital Holdings Advisors Ltd do?

Provides financial and strategic advisory services to corporate and high‑net‑worth clients, including management consulting, corporate finance, financial management, real estate investment advisory,…

Who does Scitus Capital Holdings Advisors Ltd sell to?

Serves corporate clients, shareholders, investors and high-net-worth individuals, particularly those involved in corporate finance, restructuring, property investments, asset management and…

Key contacts (1)
NH
Nicholas Hadjiyiannis
Director
Full details & directors in the file
Company vitals
UK Headcount
2
UK Revenue
£348.1KEstimate
Founded
7 years ago
Since Apr 2019
HQ
London
Financial health
100

Financial Health

Strong

Strong · 41% CAGR over 2y

Location

Map of London
1 Kings Avenue, Winchmore Hill
London, N21 3NA
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

CANTOR SET LTD
Cantor
Investment BankingAsset Management
4 employeesInc. 2023LondonCH 14967625
cantor.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 2 filings
Cash100 / 100
Headcount83 / 100
What does CANTOR SET LTD do?

Provides investment banking, capital markets and advisory services. Offers equities and fixed income sales and trading, equity research, prime brokerage, and asset management solutions for…

Who does CANTOR SET LTD sell to?

Serves institutional and high-net-worth clients globally, including banks, broker-dealers, investment banks, trading firms, hedge funds, governments, corporations and investment firms.

Key contacts (3)
NA
Nathaniel Alexander Eiseman
Director
BA
Benn Ackley
Director
TJ
Tom Jules Mathurin Janeck Paulic
Director
Full details & directors in the file
Company vitals
UK Headcount
4
UK Revenue
£1.3MEstimate
Founded
3 years ago
Since Jun 2023
HQ
London
Financial health
92

Financial Health

Strong

Strong · Hiring · 33% CAGR over 1y

Hiring

Location

Map of London
Old Street Works Level 3, 201 City Road, Old Street
London, EC1V 1JN
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

SYON ACCOUNTING SERVICES LTD
Syon Associates
Accounting & AuditManagement Consulting
9 employeesInc. 2019DatchetCH 11977191
syonassociates.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Headcount100 / 100
What does SYON ACCOUNTING SERVICES LTD do?

Provides accounting and tax advisory services for individuals and businesses, including self‑assessment returns, bookkeeping, financial reporting, and tax planning. Also offers forensic accounting,…

Who does SYON ACCOUNTING SERVICES LTD sell to?

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…

Full details & directors in the file
Company vitals
UK Headcount
9
UK Revenue
£268.2KEstimate
Founded
7 years ago
Since May 2019
HQ
Datchet
Financial health
100

Financial Health

Strong

Strong · Hiring · 16% CAGR over 4y

Hiring

Location

Map of Datchet
6 Portland Business Centre, Manor House Lane
Datchet, SL3 9EG
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

DEBRETT'S EDUCATION LIMITED
Debrett's
Wealth ManagementInvestment BankingManagement Consulting
5 employeesInc. 2022CobhamCH 14213689
debretts.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 3 filings
Cash69 / 100
Headcount75 / 100
What does DEBRETT'S EDUCATION LIMITED do?

Provides corporate advisory services including mergers and acquisitions, strategic and debt advisory for businesses. Offers private capital investment and wealth management, executive coaching and…

Who does DEBRETT'S EDUCATION LIMITED sell to?

Serves entrepreneurs, business-owning families, mid-market founders and family businesses, UK companies seeking private capital, trusted co-investment partners, and executives or luxury service…

Key contacts (1)
SC
Sioban Catherine O'Connor
Director
Full details & directors in the file
Company vitals
UK Headcount
5
UK Revenue
£111.6KEstimate
Founded
4 years ago
Since Jul 2022
HQ
Cobham
Financial health
72

Financial Health

Healthy

Healthy · Hiring · 12% CAGR over 2y

Hiring

Location

Map of Cobham
34 Anyards Road
Cobham, KT11 2LA
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

OAC PLC
Broadstone
InsuranceManagement ConsultingWealth Management
27 employeesInc. 2003LondonCH 04663795
broadstone.co.uk/insurance-regulatory-risk-consulting
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 2 filings
Profitability86 / 100
Net assets52 / 100
Cash99 / 100
Headcount40 / 100
What does OAC PLC do?

Provides actuarial, regulatory and risk advisory services to insurers, pension schemes, banks and investors, including actuarial modelling, redress calculations, bulk annuity pricing, credit risk…

Who does OAC PLC sell to?

Serves B2B financial institutions, including life and general insurers, funeral plan providers, banks, lenders, pension organisations, investment firms and compliance teams.

Full details & directors in the file
Company vitals
UK Headcount
27
UK Revenue
£4.2M
Founded
23 years ago
Since Feb 2003
HQ
London
Financial health
70

Financial Health

Healthy

Healthy · Profitable · 0% CAGR over 1y

Profitable

Location

Map of London
100 Wood Street
London, EC2V 7AN
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

IMPACTABLE INVESTMENT GROUP LTD
Impactable Investment
Asset ManagementVenture CapitalPrivate Equity
10 employeesInc. 2022LondonCH 14563910
impactablegroup.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 2 filings
Net assets100 / 100
Headcount100 / 100
What does IMPACTABLE INVESTMENT GROUP LTD do?

Provides impact investment solutions focused on emerging markets. Connects institutional investors with private credit and private equity opportunities, aggregates investments, and supports emerging…

Who does IMPACTABLE INVESTMENT GROUP LTD sell to?

Serves institutional investors, capital allocators and impact investors seeking emerging-market private credit and private equity exposure, plus emerging and developing fund managers looking to build…

Key contacts (2)
MJ
Mark James Gerard Wright
Director
CK
Christopher Kuchanny
Director
Full details & directors in the file
Company vitals
UK Headcount
10
UK Revenue
£109.3KEstimate
Founded
3 years ago
Since Dec 2022
HQ
London
Financial health
100

Financial Health

Strong

Strong · Hiring · 66% CAGR over 1y

Hiring

Location

Map of London
124 City Road
London, EC1V 2NX
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

UNITED FIRST PARTNERS UK LIMITED
United First Partners
Investment Banking
Inc. 2009LondonCH 06940658
utdfirst.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 3 filings
Cash100 / 100
What does UNITED FIRST PARTNERS UK LIMITED do?

Provides financial services focused on special situations investments, including securities sales and trading, clearing and settlement, investment research, and advisory on corporate finance, capital…

Who does UNITED FIRST PARTNERS UK LIMITED sell to?

Serves institutional and private financial clients globally, including hedge funds, private equity firms, long-only funds, corporates, sovereign wealth funds and family offices.

Full details & directors in the file
Company vitals
UK Headcount
0
UK Revenue
£813.5KEstimate
Founded
17 years ago
Since Jun 2009
HQ
London
Financial health
100

Financial Health

Strong

Strong

Location

Map of London
4th Floor, 100 Cannon Street
London, EC4N 6EU
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

ALANTRA PARTNERS INTERNATIONAL LIMITED
Alantra
Investment BankingAsset Management
16 employeesInc. 2019LondonCH 12077521
alantra.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount100 / 100
What does ALANTRA PARTNERS INTERNATIONAL LIMITED do?

Provides investment banking and alternative asset management services. Advises companies and investors on mergers and acquisitions, capital raising and strategic transactions, and manages funds…

Who does ALANTRA PARTNERS INTERNATIONAL LIMITED sell to?

Serves mid-market corporates, financial sponsors, family-owned businesses and institutional investors across sectors such as technology, financial services and healthcare.

Key contacts (3)
SS
Sarah Shephard-Smith
Director
PK
Philipp Krohn
Director
FI
Francisco Ignacio de Caceres Cabrero
Director
Full details & directors in the file
Company vitals
UK Headcount
16
UK Revenue
£3.7MEstimate
Founded
7 years ago
Since Jul 2019
HQ
London
Financial health
100

Financial Health

Strong

Strong · Growing, Hiring · 68% CAGR over 4y

GrowingHiring

Location

Map of London
25 Cannon Street
London, EC4M 5SB
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

TH INVESTMENT HOLDINGS LIMITED
TH Global Capital
Investment BankingAsset Management
1 employeesInc. 2019IpswichCH 12097482
thglobalcapital.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
Cash100 / 100
What does TH INVESTMENT HOLDINGS LIMITED do?

Provides sector-focused investment banking and financial advisory services, including sell-side and buy-side mergers and acquisitions advisory, growth advisory, debt and growth equity fundraising,…

Who does TH INVESTMENT HOLDINGS LIMITED sell to?

Serves technology, tech services, BPM/business services, healthcare and life sciences, and fintech companies seeking M&A, growth advisory or capital, plus financial sponsors and buyers active in…

Full details & directors in the file
Company vitals
UK Headcount
1
UK Revenue
£506.9KEstimate
Founded
7 years ago
Since Jul 2019
HQ
Ipswich
Financial health
100

Financial Health

Strong

Strong

Location

Map of Ipswich
24 Fore St
Ipswich, IP4 1JU
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Gii Capital Advisors Limited
GII Capital
Asset ManagementInvestment Banking
Inc. 2016Stanmore, MiddlesexCH 10213348
giicapital.ae
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 2 filings
Cash100 / 100
What does Gii Capital Advisors Limited do?

Provides Sharia-compliant investment services for professional clients, including fund management, real estate investment, corporate finance, investment advisory, and mergers and acquisitions…

Who does Gii Capital Advisors Limited sell to?

Serves professional clients only, including institutional investors, corporate clients and qualified investors seeking Sharia-compliant exposure to real estate, funds, corporate finance, advisory and…

Key contacts (2)
EM
Emmanuel Marie Albert Cornelius Mottrie
Director
CD
Cyril Dukic
Director
Full details & directors in the file
Company vitals
UK Headcount
0
UK Revenue
£307.2KEstimate
Founded
10 years ago
Since Jun 2016
HQ
Stanmore, Middlesex
Financial health
100

Financial Health

Strong

Strong

Location

Map of Stanmore, Middlesex
C/O Parker Cavendish, Suite 301, Stanmore Business And Innovation Centre, Howard Road
Stanmore, Middlesex, HA7 1FW
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Cleveland Scott Limited
Cleveland Scott
Investment Banking
4 employeesInc. 2017WarringtonCH 11031447
clevelandscott.co.uk
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash1 / 100
Headcount100 / 100
What does Cleveland Scott Limited do?

Provides corporate finance advisory services to owners of independent SMEs and family businesses, focusing on company sales and succession planning. Services include preparing businesses for sale,…

Who does Cleveland Scott Limited sell to?

Serves independent SMEs, family businesses and owner-managed companies, primarily business owners planning succession or a sale. Targets sellers seeking corporate finance advice on exits, including…

Key contacts (1)
RA
Richard Andrew Cleveland Higham
Director
Full details & directors in the file
Company vitals
UK Headcount
4
UK Revenue
£717.7KEstimate
Founded
8 years ago
Since Oct 2017
HQ
Warrington
Financial health
73

Financial Health

Healthy

Healthy · Hiring · 19% CAGR over 4y

Hiring

Location

Map of Warrington
The Whitehouse Wilderspool Park, Greenalls Avenue
Warrington, WA4 6HL
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

MAKOR SECURITIES LONDON LIMITED
Makor Group
Investment Banking
40 employeesInc. 2014LondonCH 09046174
makor-group.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 2 filings
Cash100 / 100
Headcount48 / 100
What does MAKOR SECURITIES LONDON LIMITED do?

Provides agency brokerage and trade execution services for institutional investors across equities, fixed income, foreign exchange and derivatives. Also offers quantitative research, structured…

Who does MAKOR SECURITIES LONDON LIMITED sell to?

Serves institutional investors and financial institutions, including pension funds, mutual funds, hedge funds, quant funds, risk arbitrage specialists, proprietary trading desks and private banks…

Key contacts (1)
YB
Yankel Benjamin Andre Hassan
Director
Full details & directors in the file
Company vitals
UK Headcount
40
UK Revenue
£37.8MEstimate
Founded
12 years ago
Since May 2014
HQ
London
Financial health
74

Financial Health

Healthy

Healthy · 5% CAGR over 1y

Location

Map of London
30 Panton Street
London, SW1Y 4AJ
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

West Hill Capital LLP
West Hill Capital
Venture CapitalInvestment BankingPrivate Equity
8 employeesInc. 2013EdgwareCH OC388745
westhillcapital.co.uk
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 3 filings
Cash100 / 100
Headcount83 / 100
What does West Hill Capital LLP do?

Provides 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…

Who does West Hill Capital LLP sell to?

Serves private individual investors seeking EIS/SEIS high-growth opportunities, and small, mid-cap and large corporate clients across diverse sectors.

Key contacts (3)
MJ
Mark James Hickson
Llp Designated Member
RJ
Robert James Forbes Caie
Llp Designated Member
DM
David Martin Hollidge
Llp Designated Member
Full details & directors in the file
Company vitals
UK Headcount
8
UK Revenue
£1.4MEstimate
Founded
12 years ago
Since Oct 2013
HQ
Edgware
Financial health
92

Financial Health

Strong

Strong · Hiring · 15% CAGR over 2y

Hiring

Location

Map of Edgware
Passer Chevern & Co, 5 Spring Villa Road
Edgware, HA8 7EB
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

CASTLE SQUARE HOLDINGS LIMITED
Castle Square Corporate Finance
Investment Banking
2 employeesInc. 2019SheffieldCH 12159596
castlesquarecf.co.uk
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Cash100 / 100
Headcount40 / 100
What does CASTLE SQUARE HOLDINGS LIMITED do?

Provides corporate finance advisory services to businesses, management teams and financial institutions, including mergers and acquisitions advice, company disposals, management buy-outs and buy-ins,…

Who does CASTLE SQUARE HOLDINGS LIMITED sell to?

Serves business owners, entrepreneurial management teams and financial institutions involved in company sales, acquisitions, buy-outs, fundraising and valuations across multiple sectors.

Key contacts (1)
KG
Kevan Graham Shaw
Director
Full details & directors in the file
Company vitals
UK Headcount
2
UK Revenue
£257.5KEstimate
Founded
6 years ago
Since Aug 2019
HQ
Sheffield
Financial health
70

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

Map of Sheffield
Suite 19 The Quadrant, 99, Parkway Avenue
Sheffield, S9 4WG
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Longspur Capital
Renewable EnergyInvestment BankingAsset Management
18 employeesInc. 2017LondonCH 11011596
longspur.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Headcount100 / 100
What does Longspur Capital do?

Provides corporate finance advisory, capital raising, investment research, and asset management services focused on the clean energy sector, supporting companies and investors involved in renewables,…

Who does Longspur Capital sell to?

Serves clean energy companies and professional investors active in renewables, storage, bioenergy, hydrogen and energy efficiency, including asset managers and project developers.

Key contacts (1)
AS
Adam Sinclair Forsyth
Director
Full details & directors in the file
Company vitals
UK Headcount
18
UK Revenue
£236.8KEstimate
Founded
8 years ago
Since Oct 2017
HQ
London
Financial health
100

Financial Health

Strong

Strong · Hiring · 16% CAGR over 4y

Hiring

Location

Map of London
1st Floor Sackville House, 143-149 Fenchurch Street
London, EC3M 6BN
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

NOBLE & COMPANY (UK) LIMITED
Noble & Co
Management ConsultingInvestment Banking
7 employeesInc. 2012EdinburghCH SC420569
nobleandcompany.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Net assets54 / 100
Cash100 / 100
Headcount19 / 100
What does NOBLE & COMPANY (UK) LIMITED do?

Provides corporate finance advisory services to companies and public sector bodies, including advice on mergers and acquisitions, fundraising, succession planning, strategic reviews and business…

Who does NOBLE & COMPANY (UK) LIMITED sell to?

Serves companies and public sector bodies, particularly senior executives, across financial services, energy and power, food and drink, infrastructure, technology, housing and sustainability sectors,…

Key contacts (1)
DA
Duncan Alistair Henry McFadzean
Director
Full details & directors in the file
Company vitals
UK Headcount
7
UK Revenue
£147.5KEstimate
Founded
14 years ago
Since Mar 2012
HQ
Edinburgh
Financial health
57

Financial Health

Stable

Stable · -6% CAGR over 4y

Location

Map of Edinburgh
95a George Street
Edinburgh, EH2 3ES
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Neptuno Management Ltd
Best International Group
Private EquityInvestment BankingWealth Management
Inc. 2019Knutsford, CheshireCH 12104755
bestinternationalgroup.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 4 filings
Cash100 / 100
What does Neptuno Management Ltd do?

Provides business services to companies seeking investment capital, including support developing investment propositions, distributing investment products through intermediary networks, and…

Who does Neptuno Management Ltd sell to?

Serves corporate clients seeking investment capital and investor administration support, with experience across property, leisure, care and renewable energy sectors, plus relationships with…

Full details & directors in the file
Company vitals
UK Headcount
0
UK Revenue
£153.2KEstimate
Founded
7 years ago
Since Jul 2019
HQ
Knutsford, Cheshire
Financial health
100

Financial Health

Strong

Strong

Location

Map of Knutsford, Cheshire
Moseley Hall Farm, Chelford Road
Knutsford, Cheshire, WA16 8RB
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

MFAUK LTD
Bowsprit Partners
Investment BankingAsset Management
5 employeesInc. 2004LondonCH 05126460
bowspritpartners.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash89 / 100
Headcount100 / 100
What does MFAUK LTD do?

Provides corporate finance and capital markets advisory services including equity and debt fundraising, M&A advice, corporate broking, securitisation, and equity research. Supports companies with…

Who does MFAUK LTD sell to?

Serves growing and growth-stage businesses, including companies seeking access to UK, European and US public markets. Targets corporate clients involved in cross-border capital markets transactions…

Key contacts (3)
LB
Luis Brime Berdugo
Director
RD
Robert Davidowski
Director
ID
Ian David Towell
Director
Full details & directors in the file
Company vitals
UK Headcount
5
UK Revenue
£235.5KEstimate
Founded
22 years ago
Since May 2004
HQ
London
Financial health
97

Financial Health

Strong

Strong · Growing, Hiring · 11% CAGR over 5y

GrowingHiring

Location

Map of London
Birchin Court 20 Birchin Lane, Bank
London, EC3V 9DU
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Marl Partners LLP
Marlborough Partners
Investment Banking
30 employeesInc. 2012Redhill, SurreyCH OC371652
marlboroughpartners.com
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 5 filings
Cash17 / 100
Headcount93 / 100
What does Marl Partners LLP do?

Provides capital structure and debt advisory services to private equity firms, corporates and public companies. Advises on capital raising, acquisition and refinancing financing, lender negotiations,…

Who does Marl Partners LLP sell to?

Serves private equity firms, corporate clients and public-sector organisations across Europe seeking capital structure and financing advice for acquisitions, refinancings, growth funding and…

Key contacts (4)
BW
Benjamin Weyl
Llp Member
JW
Jon-Paul Warburton Davidson
Llp Member
ME
Markus Ehrler
Llp Designated Member
RC
Romain Cattet
Llp Designated Member
Full details & directors in the file
Company vitals
UK Headcount
30
UK Revenue
£14.6M
Founded
14 years ago
Since Jan 2012
HQ
Redhill, Surrey
Financial health
55

Financial Health

Stable

Stable · Hiring · 9% CAGR over 4y

Hiring

Location

Map of Redhill, Surrey
Betchworth House, 57-65 Station Road
Redhill, Surrey, RH1 1DL
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

First Capital Corporation Limited
FirstCapital
Investment Banking
13 employeesInc. 1999LondonCH 03881209
firstcapital.co.uk
Buy all 1,067 as a spreadsheet

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
Cash100 / 100
Headcount40 / 100
What does First Capital Corporation Limited do?

Advises high-growth technology companies on mergers and acquisitions, private equity investments and growth capital fundraising. Provides corporate finance and strategic advisory services, including…

Who does First Capital Corporation Limited sell to?

Serves high-growth European technology companies, founders and shareholders seeking M&A, private equity or growth capital transactions, with exposure to global technology buyers and investors.

Key contacts (2)
HC
Hazel Caroline Moore
Director
JJ
James Jason Purcell
Director
Full details & directors in the file
Company vitals
UK Headcount
13
UK Revenue
£1.4MEstimate
Founded
26 years ago
Since Nov 1999
HQ
London
Financial health
84

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

Map of London
5th Floor, 52, Cornhill
London, EC3V 3PD
Open in maps

Buy this list of 1,067 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

1,017 more companies and their verified directors are in the file

You’re seeing the top 50. Buy the list to get all 1,067 with directors, websites and financials.

How WordPress usage is detected

Methodology

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.

WordPress is a trademark of its respective owner. Firmbase is not affiliated with, sponsored by, or endorsed by the trademark owner.

UK Financial Advice by CMS

Other Financial Advice technology

Related directories

Frequently asked questions

How many UK financial advice companies use WordPress?
529 actively-trading UK financial advice companies run WordPress, detected via Firmbase's technology fingerprinting of their public websites joined with Companies House records. 17 of them report turnover above £5M in their most recent filed accounts.
What share of UK financial advice companies run WordPress?
WordPress accounts for 68.1% of UK financial advice companies with a detectable CMS (529 of 777), the most-detected CMS in the sector, ahead of Wix (9.5%) and Squarespace (8.5%).
How is WordPress usage detected?
Firmbase crawls the public website of actively-trading UK companies and fingerprints the technologies present — tracking scripts, embedded forms, chat widgets and CMS markers. A company is included when one or more WordPress signatures are found on its site, with closely-related variants grouped under one name. Detection reflects the public web footprint, so the count is a conservative floor: companies using WordPress with no website signature will not appear.
What size financial advice companies use WordPress in the UK?
The median WordPress-running financial advice company employs 5 people and reports roughly £405k in UK turnover. 17 of the cohort report turnover above £5M.
What do WordPress-running financial advice companies also run?
52.4% of WordPress-running UK financial advice companies also run Yoast SEO, 46.1% run Google Analytics, 35.9% run Cloudflare, 32.3% run reCAPTCHA. Stack combinations are a useful maturity signal when qualifying the cohort.
Can I get contact details for these companies?
The downloadable list includes 1,166 verified directors — names and roles — across these 529 companies, sourced from Companies House filings with nominee appointments filtered out. Buy the list as a one-off purchase (from £49) and the full CSV/Excel file downloads directly from this page; emails and LinkedIn profiles are not included.

Buy all 1,067 companies as a spreadsheet.

One Excel/CSV file with company details, websites and key data — yours to download and use.