This article showcases our top picks for the best Bristol based Financial Services companies. These startups and companies are taking a variety of approaches to innovating the Financial Services industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
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Top Bristol Financial Services Startups
Data sourced from Crunchbase and SemRush.
Moneyhub
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Moneyhub is a financial technology company that provides open banking and finance solutions.
YellowDog
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Helping businesses power their innovations with the most scalable cloud native scheduling and provisioning technology.
Tumelo
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Tumelo is an impact-focused financial technology firm with the mission of giving every investor a voice.
Premia Capital
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Premia Capital is a newly-formed property & casualty (“P&C”) insurance
Wealth Club
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A service for UK high net worth & sophisticated investors, founded by former Hargreaves Lansdown directors and senior employees.
GoSkippy Insurance
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GoSkippy Insurance is an online insurance broker that lets user to avail short term insurance for cars, motorbikes vans and home.
Hargreaves Lansdown
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Hargreaves Lansdown plc is a financial service company based in Bristol that sells funds and shares and related products.
PARADIGM NORTON FINANCIAL PLANNING LIMITED
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PARADIGM NORTON FINANCIAL PLANNING LIMITED is a financial firm.
Xavier Analytics
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A Xero companion for accounting pros, Xavier guides people through the process of cleaning up and making sense of Xero data.
Zing365
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Zing365 is a provider of compliance training to the Insurance and Financial Services sectors through in-person and virtual live training.
Ultimate Finance
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Ultimate Finance Group specializes in providing fast, flexible, fair funding for small businesses.
The Mortgage Lender
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The Mortgage Lender is providing mortgages to people with less than usual lifestyles is what we do.
Optimum SME Finance Ltd.
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Optimum SME Finance Ltd., specialise in providing bespoke invoice finance solutions for SMEs.
Paydek
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Paydek mass payout solution was designed with the discerning Corporate Clients’ needs in mind. Fast, efficient, secure & cost effective.
Regulation Technologies Ltd
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Building a proprietary graph dataset and machine learning model to predict mis-selling in UK financial services.
Inspired Capital plc
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Inspired Capital plc are making it easier, faster and smoother for small businesses to get the funds they need.
Sanlam UK
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Sanlam UK is a wealth management & investment company.
BLUEFIELD SERVICES LIMITED
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BLUEFIELD SERVICES LIMITED is an asset management firm that deals with technical, operational, legal and financial support.
ACCOUNTING ADVICE LIMITED
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Accounting Advice is a firm of Accountants based. They specialise in small to medium businesses for accountancy and taxation services.
Brunel Pension Partnership
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Brunel Pension Partnership is an investment company.
Adalpha
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Adalpha is a simple and secure mobile investment platform for advisers.
Aspira Corporate Solutions Ltd
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Aspira Corporate Solutions Ltd is a provider of pensions and wealth management services.
Brightside Group
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Brightside Group is a company that offers its users with insurance solutions such as cars and homes and financial services.
Curtis Banks
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Curtis Banks is a financial services company.
National Friendly
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National Friendly is a financial service firm specializing in insurance and other services.
Academy Associates Wealth Management
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Academy Associates Wealth Management is an Independent Financial Advisers offering a professional service and financial planning services.
FD Works
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FD Works provides financial solutions and strategic advice to optimize debt involved in businesses.
Lite Tax
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Lite Tax is an accountancy management and business advisory company.
Key West Holdings
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Investment holding company for the Nisbet family’s interests in Nisbets Plc; kitchen equipment hire firm Jongor; and commercial property.
Flower & Company (Accountants)
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Flower & Company (Accountants) offers accountancy and taxation services to start ups, large companies and individuals.
Itec Connect
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UK-Based IT Services company – Managed Print Services, Document Capture, Asset Finance, IT Support, Business Continuity and Communications
Triodos crowdfunding
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The crowdfunding platform from Triodos Bank.
MPMV Limited
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MPMV LIMITED offers International Health insurance for expatriates. We are regulated and authorised by the Financial Conduct Authority
Wealth Horizon
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Wealth Horizon is a trading style and name used by Self Directed Investments Limited.
South West Angel and Investor Network (Swain)
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SWAIN helps to find connects private investors with companies looking for investment in the United Kingdom.
Jelf
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Jelf is an independent insurance broker and financial consultancy.
Fundsurfer
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Fundsurfer.com is a UK based crowdfunding and investment platform. Our mission is to make funding accessible for all.
Clifton Asset Management
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Clifton has offered specialist financial services to business and individuals throughout the UK, since 1986.
Milsted Langdon
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Milsted Langdon is an independent firm of chartered accountants that provides financial services and advice to individuals or organizations.
Burton Sweet
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Burton Sweet focuses on accounting, taxation, audit, patrolling, retirement planning, insurance, legal, HR and business advisory services.
Fair Investment Company
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Fair Investment Company provides investments, savings, insurance & mortgage services.
Blue Speck Financial
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Blue Speck Financial to enable quality financial advice firms to increase their client bases through innovative lead generation.
Clifton Private Finance
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Clifton Private Finance specializes in raising finance on property transactions along with services in general insurance.
FD4Cast
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FD4Cast is a forecasting and budgeting system that specializes in delivering financial modeling and customized MS Office solutions.
Goverseth Accountants
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Goverseth Accountants deals with payroll, tax returns, cloud accounting, VAT and tax planning services.
LLOYD WELLS MORTGAGES
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Lloyd Wells Mortgages provides its customers with solutions to their mortgage and protection needs.
Shaw & Co.
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Boutique Corporate Finance Advisor located in Bristol, UK helping business owners to fund, grow and exit their business.
Port Marine Accountancy
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Port Marine Accountancy is an accountancy firm that offers business advice, payroll and cloud accounting services.
Brunel Wealth
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Brunel Wealth is a provider of Financial planning and wealth management services are vital in securing your current and future financial.
Janet Essex
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Janet Essex is a taxation, accounting and business advisory company.
Citimark
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Citimark provides independent financial planning and investment services to private, trustee and corporate clients.
Affinity Connect
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Affinity Connect is a national provider of financial education and advice services based in Bristol.
Paul Crowdy Partnership
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Paul Crowdy Partnership proposes auditing, bookkeeping, accounting, tax planning, preparation of VAT returns & payroll services to clients.
The Seed Fund
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The Seed Fund helps fledgling food and drink businesses to grow.
Spectrum Accountancy Solutions
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Spectrum Accountancy Solutions provides accounting and taxation services.
TMT Accounting
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TMT Accounting is an online accountants firm that specializes in cloud accounting and business systems.
Pension-led funding
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Pension-led funding is a financial services provider company.
Ludlow Trust
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Ludlow Trust is an independent trust company, backed by the Wickers and Sarikhani families.
Foxmain Associates
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Foxmain Associates specializes in accounting, taxation and business services.
Consilium Asset Management
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Consilium Asset Management provides investment advice, lifestyle financial planning, retirement, tax, estate and business planning services.
South West Bookkeeping
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South West Bookkeeping is an accounting firm.
Adams Root & Associates
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Adams Root & Associates offers accounting and financial service.
Dunkley’s
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Dunkley’s is a chartered accounting company that provides a wide range of accountancy, tax and bookkeeping services.
Bristol Financial Services
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Bristol Financial Services offers financial services for individuals & businesses including individual investing, retirement planning, etc.
Basil James Financial Services
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Basil James Financial Services offers financial services and mortgage consultation.
Payne & Co
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Payne & Co provides accounting, compliance, consultancy, and taxation services.
C&M Accountants
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C&M Accountants is a chartered accountancy firm.
Affinity Financial Awareness
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Affinity Financial Awareness is specialised in helping people prepare for their future retirement or plan and manage their investments .
Think Property
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Think Property provides bridging and development loans.
Houghton Stone
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Houghton Stone offers a full range of business accounting and tax.
Imagile Group
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Imagile Group is the largest SPV and Asset Management service provider to the PPP / PFI infrastructure market.
L J Hall and Co
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L J Hall and Co is a provider of accountancy, taxation and business services.
Runid Accountancy
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Runid Accountancy provides accounting and payroll services.
Nicholls Stevens
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Nicholls Stevens provides retirement planning, wealth management, financial advisory, mortgages, insurance and tax services.
IPS Actuarial Services
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IPS Actuarial Services is a financial company providing a range of actuary services.
Ifamax Wealth Management
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Ifamax Wealth Management offers wealth management, financial planning, and advisory services.