Finance Consulting Services in the UK
United Kingdom Finance Consultants
Across the UK, finance consulting firms are fueling innovation, strategic growth, and financial clarity for businesses of all sizes. From London’s fast-paced investment scene to regional specialists supporting SMEs and public institutions, these consultancies are defining what modern financial leadership looks like in Britain.
At Digital Reference, we’ve taken a radically transparent and research-driven approach to curating this guide. Rather than relying solely on credentials or self-promotion, we evaluated each consultancy based on hands-on involvement from their leadership, client outcomes, and boutique design. Each firm featured here is UK-based, actively led by a founder, CEO, or senior partner, and uniquely positioned to offer flexible, high-impact financial expertise—whether as fractional CFOs, virtual finance directors, or outsourced strategy partners.
Let’s meet the standout finance consultancies shaping the future of financial strategy across the United Kingdom.
2BLUES Strategic Partners
Based in Cheltenham, 2BLUES Strategic Partners is known for providing tailored strategic financial advice to ambitious businesses. Their sweet spot? Translating complex financial challenges into clear, scalable solutions for long-term growth.
Why 2BLUES stands out:
📌 Specializes in strategic finance, performance management, and board-level advisory
📌 Focused on long-term client relationships over one-size-fits-all plans
📌 Brings a senior, hands-on approach to every engagement
Meet the Founder: John Lavender
John brings decades of experience in corporate strategy, finance transformation, and interim CFO leadership. His background includes roles across multiple sectors, where he's helped businesses navigate change, drive performance, and unlock capital strategies that stick.
🔹 Deep knowledge of financial restructuring and growth-stage planning
🔹 Trusted advisor to boards and C-suite executives on complex transitions
🔹 Known for a practical, people-first leadership style that inspires trust
IA Finance & Consulting
IA Finance & Consulting offers highly personalized finance and business consulting, with a focus on enabling growth, solving operational challenges, and supporting funding journeys.
Why IA Finance & Consulting stands out:
📌 Focus on scaling startups and mid-size businesses
📌 Combines finance and business transformation insight
📌 Trusted by founders, investors, and management teams alike
Meet the Founder: Indy Agnihotri
Indy is a finance executive and entrepreneur with a background in both investment banking and in-house CFO roles. Known for his grounded, no-nonsense style, he helps companies develop smarter forecasting, sharper KPIs, and stronger financial narratives for fundraising and growth.
🔹 Combines startup empathy with enterprise finance rigor
🔹 Leads engagements that bridge the gap between finance and operations
🔹 Recognized for his clarity in financial storytelling and investor relations
Pierpoint Financial Consulting
London-based Pierpoint Financial Consulting delivers independent consultancy focused on post-trade strategy, collateral, and financial market structure.
Why Pierpoint stands out:
📌 Deep expertise in securities finance and collateral management
📌 Works with banks, fintechs, and infrastructure providers
📌 Brings practical, operational insight to complex financial ecosystems
Meet the Partner: Roy Zimmerhansl
Roy is a globally recognized expert in securities lending and market structure. He combines decades of trading and consultancy experience with an educator’s mindset, making him a go-to advisor for firms navigating post-trade finance and regulatory landscapes.
🔹 Decades of hands-on experience in international capital markets
🔹 Thought leader in post-trade finance, with numerous published insights
🔹 Committed to educating the next generation of finance professionals
Frank Investments
Frank Investments is a London-based boutique investment firm specializing in real estate and strategic asset management. They deliver tailored investment solutions focused on transparency and client partnership.
Why Frank Investments stands out:
📌Expertise in real estate investment and asset management across the UK and Europe
📌 Boutique, client-focused approach with flexible, strategic advisory services
📌 Proven track record of delivering consistent, risk-adjusted returns
Meet the Co-Founders: Paul Sedgwick & Paul Barry-Walsh
Paul Sedgwick LinkedIn | Paul Barry-Walsh LinkedIn
Paul Sedgwick and Paul Barry-Walsh bring deep expertise in real estate investment strategy, asset management, and portfolio oversight. Together, they lead Frank Investments with a focus on transparency, bespoke client solutions, and consistent performance.
🔹 Experts in complex real estate portfolio management and market strategy
🔹 Focused on aligning investments with long-term client goals
🔹 Known for personalized service and building lasting investor partnerships
Hildebrand
Hildebrand is a London-based strategic finance consultancy specializing in innovation, transformation, and sustainability. Their work blends financial insight with purpose-led business design.
Why Hildebrand shines:
📌 Expertise in ESG, corporate transformation, and financial modeling
📌 Collaborative model that integrates deeply with client teams
📌 Supports organizations navigating change with clarity and courage
Meet the Co-Founders: Stuart Sharp & Nicola Sharp
Stuart’s LinkedIn | Nicola’s LinkedIn
Stuart and Nicola co-founded Hildebrand to bring fresh thinking to the finance consulting space. Together, they combine decades of experience in leadership, advisory, and sustainability to help businesses design more resilient and impactful futures.
🔹 Leadership experience in corporate strategy, ESG, and transformation
🔹 Champions of inclusive, ethical approaches to finance advisory
🔹 Known for their agility, listening skills, and values-led execution
Midas Advisory
Midas Advisory helps mid-market businesses prepare for transactions, secure funding, and strengthen their financial health. Their team offers a rare blend of corporate finance, investment banking, and operational experience.
Why Midas Advisory works:
📌 Offers pre-transaction strategy, valuations, and exit planning
📌 Deep expertise in equity and debt capital markets
📌 Hands-on support across the entire investment lifecycle
Meet the Founder: Adel Haddadin
Adel has over two decades of corporate finance experience in both advisory and in-house roles. He’s guided UK businesses through M&A, IPOs, and capital raises, and is known for building strong narratives that attract investor interest.
🔹 Trusted advisor across private equity, investment banking, and startups
🔹 Strong focus on strategic growth and capital structuring
🔹 Combines technical rigor with commercial creativity
Cardean Bell
Cardean Bell is a boutique finance consultancy based in Edinburgh, specializing in strategic planning, business performance improvement, and data-driven forecasting.
Why Cardean Bell stands out:
📌 Combines financial strategy with operational insight
📌 Builds scalable planning models for complex businesses
📌 Known for clarity, responsiveness, and client trust
Meet the Founder: Peter Bell
Peter is a senior finance consultant with experience leading FP&A, strategic modeling, and business transformation efforts across sectors. His practical, data-informed approach makes him a trusted partner for CFOs and founders alike.
🔹 Decades of experience across FP&A and performance management
🔹 Focused on practical, data-led strategies that improve outcomes
🔹 Praised for his collaborative mindset and long-term thinking
Cape Ann Asset Management
London-based Cape Ann Asset Management is an independent investment firm focused on emerging markets equity strategies. They combine deep research with disciplined capital stewardship.
Why Cape Ann stands out:
📌 Specializes in long-term, high-conviction emerging markets investments
📌 Founder-led with an emphasis on client alignment
📌 Highly regarded for disciplined, research-driven decision-making
Meet the Founder: Jonathan Bell
LinkedIn
Jonathan Bell is an experienced fund manager with a long-standing dedication to disciplined investing and global market insight. As the founder of Cape Ann, he set out to build a firm grounded in patience, precision, and transparency, values that continue to shape its approach to emerging market equities. With a strong belief in responsible capital allocation and investor alignment, Jonathan brings both strategic focus and integrity to every client relationship.
🔹 Veteran fund manager with a proven long-term track record
🔹 Advocates for high-integrity, client-centered asset stewardship
🔹 Passionate about emerging market growth stories and sustainable capital allocation
Turicap
Turicap is a London-based independent advisory firm focused on capital raising, transaction support, and financial strategy for companies across Europe and the Middle East.
Why Turicap delivers:
📌 Deep regional knowledge across capital markets
📌 Tailored advisory on capital structure and strategic options
📌 Combines advisory depth with global perspective
Meet the Managing Partner: Farhad Timuri
LinkedIn
Farhad has over 20 years of experience in corporate finance and capital markets, having advised on transactions across sectors and regions. He brings a strategic, global mindset to every engagement.
🔹 Cross-border transaction specialist with EMEA expertise
🔹 Skilled in fundraising strategy, valuation, and deal structuring
🔹 Known for his global perspective and high-touch client service
Financial Strategy at the Heart of the UK Economy
Whether they’re advising FTSE 100 companies in London or family-owned businesses in Scotland, these financial consultancies are shaping the future of work, wealth, and investment across the UK. Each firm brings deep expertise, strategic foresight, and human-centered leadership to a fast-changing economic landscape.
At Digital Reference, we celebrate the professionals pushing their industries forward. That’s why our platform makes it easier than ever to meet consultants through video resumes, verify professional references, and hire with radical transparency.
Read our full guide on How to Hire Financial Consultants
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