Company lists · Data refreshed September 2026
Top 21 Financial services consultancies based in Bristol, United Kingdom
RevenueBase identified 46 company matches for financial services consultancies associated with Bristol, United Kingdom as of September 2026 and tracks 2,038 professional contacts across them, including 111 with verified work emails. Across the United Kingdom, London is the largest hub for this category (1,048 companies); Bristol has 46.
This list covers company matches for financial services consultancies associated with Bristol, United Kingdom, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 21 largest financial services consultancies based in Bristol, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,822 contacts → | ||||
Exact match “A little confidence goes a long way.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 14 contacts → | ||||
Exact match “We are a medium sized, forward-thinking firm of financial planners, based in Bristol.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 8 contacts → | ||||
Exact match “Helping clients make better decisions with money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 8 contacts → | ||||
Exact match “National Friendly Financial Solutions is a specialist telephone based financial services company in Bristol.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 5 contacts → | ||||
Exact match “Glamis IFA provides tailored Independent Financial Advice to individuals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 4 contacts → | ||||
Exact match “Based between Bristol and Bath we’ve been arranging mortgages, insurance and commercial finance for our clients since 2007.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 4 contacts → | ||||
Exact match “We’re a fractional finance team for founder‑led tech and med tech businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 3 contacts → | ||||
Exact match “GOODWILL FINANCIAL SERVICES LIMITED is a financial services company based out of 98 HOLLWAY ROAD, BRISTOL, United Kingdom.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “DJR - Main areas of activity/expertise include: Finance and Control - Part time FD for growing businesses - Budgeting, systems, MI, control - Some Compliance (if no one else…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Financial advisers based in Bristol with decades of experience helping you reach your financial goals of tomorrow by making the right decisions today.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “We at Gordian Wealth Management Ltd offer a range of independent financial services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “JAMES PERROTT LTD is a management consulting company based out of 11 Lime Rd, Bristol, United Kingdom.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Analysis Squared Limited is an Business and IT Consulting providing Business Analysis, Systems Analysis and Business Change expertise to the financial services industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “About Money Wise UK® Money Wise UK® is the cornerstone of my consultancy, a platform dedicated to helping financial planning firms and professionals build stronger, more…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Anchorpoint Technology is built on decades of experience creating large-scale systems and teams at some of the UK’s most successful financial services organisations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Hafren Financial Insights was set up by Mark Evans in 2020 to provide high quality and affordable financial modelling, planning and analysis to SME companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Omnigenix is a management consulting company based out of United Kingdom.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Managing the financials of a growing agency can be a challenge.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial services consultancies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 21 of 46 financial services consultancies based in Bristol, United Kingdom
See the full list, filter by size, metro and specialty, and access 111 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services consultancies based in Bristol, United Kingdom at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United Kingdom list rather than for Bristol, so it is reported there. Company counts and contact totals on this page are exact for Bristol, over 46 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Bristol, United Kingdom whose business descriptions match “financial services consultancies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 111 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Financial services consultancies by metro in the United Kingdom
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial services consultancies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services consultancies are there based in Bristol, United Kingdom?
RevenueBase identified 46 company matches for financial services consultancies associated with Bristol, United Kingdom as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Sunlife UK tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United Kingdom has the most financial services consultancies?
London leads the United Kingdom with 1,048 company records, followed by Manchester (61) and Bristol (46).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 111 professional contacts with verified work emails tracked across these 46 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 46 financial services consultancies based in Bristol, United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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Company intelligence · public preview
Top 21 financial services consultancies based in Bristol, United Kingdom
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 46 matching company records for financial services consultancies based in Bristol, United Kingdom, with 2,038 tracked contacts and 111 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 21 financial services consultancies based in Bristol, United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Sunlife UKsunlife.co.ukHQ: Bristol, United KingdomReported employees: Not recorded | Bristol, United Kingdom | Not recorded | Exact match | 1,822 contacts → |
“A little confidence goes a long way.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Brighton Williams & Partnersbrightonwilliams.comHQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 14 contacts → |
“We are a medium sized, forward-thinking firm of financial planners, based in Bristol.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Ellis Davies Financial Planning LTDellisdaviesfp.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Helping clients make better decisions with money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  National Friendly Financial Solutionsnffs.co.ukHQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 8 contacts → |
“National Friendly Financial Solutions is a specialist telephone based financial services company in Bristol.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Gunner & COgunnerandco.comHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 | Glamis IFAglamis-ifa.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Glamis IFA provides tailored Independent Financial Advice to individuals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Mast Financial Servicesmastfinancial.com HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Based between Bristol and Bath we’ve been arranging mortgages, insurance and commercial finance for our clients since 2007.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Pyramis Solutionspyramissolutions.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 4 contacts → |
“We’re a fractional finance team for founder‑led tech and med tech businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Goodwill Financial Services Limitedgoodwill.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 3 contacts → |
“GOODWILL FINANCIAL SERVICES LIMITED is a financial services company based out of 98 HOLLWAY ROAD, BRISTOL, United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  DJR Associatesdjrassociates.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 3 contacts → |
“DJR - Main areas of activity/expertise include: Finance and Control - Part time FD for growing businesses - Budgeting, systems, MI, control - Some Compliance (if no one else…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Domus Financial Servicesdomusfinancial.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Financial advisers based in Bristol with decades of experience helping you reach your financial goals of tomorrow by making the right decisions today.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Gordian Wealth Management LTDgordianwealth.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 2 contacts → |
“We at Gordian Wealth Management Ltd offer a range of independent financial services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Bespoke IFA Limitedbespokeifa.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 |  James Perrott LTDjamesperrott.comHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
“JAMES PERROTT LTD is a management consulting company based out of 11 Lime Rd, Bristol, United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Nicholls Stevensnichollstevens.com HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  Analysis Squared Limitedanalysis2.comHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Analysis Squared Limited is an Business and IT Consulting providing Business Analysis, Systems Analysis and Business Change expertise to the financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Money Wise UKmoney-wise.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
“About Money Wise UK® Money Wise UK® is the cornerstone of my consultancy, a platform dedicated to helping financial planning firms and professionals build stronger, more…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Anchorpoint Technologyanchorpoint.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Anchorpoint Technology is built on decades of experience creating large-scale systems and teams at some of the UK’s most successful financial services organisations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Hafren Financial Insightshafren-insights.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Hafren Financial Insights was set up by Mark Evans in 2020 to provide high quality and affordable financial modelling, planning and analysis to SME companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Omnigenixomnigenix.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Omnigenix is a management consulting company based out of United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | CFO For Growthcfoforgrowth.com HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Managing the financials of a growing agency can be a challenge.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 46 company matches
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Financial services consultancies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
46 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United Kingdom list rather than for Bristol, so it is reported there. Company counts and contact totals on this page are exact for Bristol, over 46 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial services consultancies by metro in the United Kingdom
Questions about this company list
What does Exact match mean for financial services consultancies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services consultancies did RevenueBase find based in Bristol, United Kingdom?
The saved snapshot records 46 matching company records, 2,038 tracked contacts and 111 verified emails. The public preview displays 21 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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- Financial services consultancies based in Buenos Aires, Argentina
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Cite this list
RevenueBase Data Team. Top 21 financial services consultancies based in Bristol, United Kingdom. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-consultancies/united-kingdom/bristol.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services consultancies based in Buenos Aires, Argentina
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Company intelligence · public preview
Top 21 financial services consultancies based in Bristol, United Kingdom
RevenueBase records 46 matching company records for financial services consultancies based in Bristol, United Kingdom, with 2,038 tracked contacts and 111 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 21 financial services consultancies based in Bristol, United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Sunlife UKsunlife.co.uk HQ: Bristol, United KingdomReported employees: Not recorded | Bristol, United Kingdom | Not recorded | Exact match | 1,822 contacts → |
“A little confidence goes a long way.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Brighton Williams & Partnersbrightonwilliams.com HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 14 contacts → |
“We are a medium sized, forward-thinking firm of financial planners, based in Bristol.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ellis Davies Financial Planning LTDellisdaviesfp.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Helping clients make better decisions with money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | National Friendly Financial Solutionsnffs.co.uk HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 8 contacts → |
“National Friendly Financial Solutions is a specialist telephone based financial services company in Bristol.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Gunner & COgunnerandco.com HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 | Glamis IFAglamis-ifa.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Glamis IFA provides tailored Independent Financial Advice to individuals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Mast Financial Servicesmastfinancial.com HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Based between Bristol and Bath we’ve been arranging mortgages, insurance and commercial finance for our clients since 2007.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Pyramis Solutionspyramissolutions.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 4 contacts → |
“We’re a fractional finance team for founder‑led tech and med tech businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Goodwill Financial Services Limitedgoodwill.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 3 contacts → |
“GOODWILL FINANCIAL SERVICES LIMITED is a financial services company based out of 98 HOLLWAY ROAD, BRISTOL, United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | DJR Associatesdjrassociates.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 3 contacts → |
“DJR - Main areas of activity/expertise include: Finance and Control - Part time FD for growing businesses - Budgeting, systems, MI, control - Some Compliance (if no one else…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Domus Financial Servicesdomusfinancial.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Financial advisers based in Bristol with decades of experience helping you reach your financial goals of tomorrow by making the right decisions today.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Gordian Wealth Management LTDgordianwealth.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 2 contacts → |
“We at Gordian Wealth Management Ltd offer a range of independent financial services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Bespoke IFA Limitedbespokeifa.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | James Perrott LTDjamesperrott.com HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
“JAMES PERROTT LTD is a management consulting company based out of 11 Lime Rd, Bristol, United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Nicholls Stevensnichollstevens.com HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Analysis Squared Limitedanalysis2.com HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Analysis Squared Limited is an Business and IT Consulting providing Business Analysis, Systems Analysis and Business Change expertise to the financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Money Wise UKmoney-wise.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
“About Money Wise UK® Money Wise UK® is the cornerstone of my consultancy, a platform dedicated to helping financial planning firms and professionals build stronger, more…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Anchorpoint Technologyanchorpoint.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Anchorpoint Technology is built on decades of experience creating large-scale systems and teams at some of the UK’s most successful financial services organisations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Hafren Financial Insightshafren-insights.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Hafren Financial Insights was set up by Mark Evans in 2020 to provide high quality and affordable financial modelling, planning and analysis to SME companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Omnigenixomnigenix.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Omnigenix is a management consulting company based out of United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | CFO For Growthcfoforgrowth.com HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Managing the financials of a growing agency can be a challenge.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 46 company matches
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Financial services consultancies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
46 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United Kingdom list rather than for Bristol, so it is reported there. Company counts and contact totals on this page are exact for Bristol, over 46 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial services consultancies by metro in the United Kingdom
Questions about this company list
What does Exact match mean for financial services consultancies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services consultancies did RevenueBase find based in Bristol, United Kingdom?
The saved snapshot records 46 matching company records, 2,038 tracked contacts and 111 verified emails. The public preview displays 21 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 21 financial services consultancies based in Bristol, United Kingdom. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-consultancies/united-kingdom/bristol.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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