Best Investment Consulting Services in the UK

UK Investment Consultants

The UK’s investment consulting landscape is rich with founder-led firms offering strategic clarity, deep financial expertise, and a commitment to long-term results. From corporate finance and private equity support to wealth management and innovation funding, these consultancies are helping clients across industries navigate complex investment decisions with confidence.

At Digital Reference, we’ve curated this list of standout UK-based investment consultants—many offering outsourced, fractional, and virtual services—to spotlight the firms that lead with results, not just reputation. Whether you’re a founder, fund, or family office, these teams represent the best of what smart, independent investment consulting looks like in 2025.

Methodology: How We Chose These Investment Consultants

This isn’t a sponsored roundup or a recycled directory. Our selection is:

• Research-driven: We vet providers through verified credentials, real case studies, and clear specialisms.
  
  
• Client-reviewed: Where possible, we consider testimonials, success stories, and sector impact.
  
  
• UK-based: Every company here has a meaningful local footprint, whether they serve family offices, scale-ups, or established corporations.
  
  

We focused on founder-led firms with clear operating models, distinctive client approaches, and proven results. Below, meet the firms and the founders who are helping clients navigate everything from private equity to complex portfolio design!

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The Private Equity Consultancy LLP

🔗 Website: https://thepeconsultancy.com/

What they do:
The Private Equity Consultancy LLP works with private equity funds, institutional investors, and family offices, providing transaction support, operational improvement, and strategic portfolio advisory.

Who they work with:
Mid-market PE firms, family offices, and institutional asset managers seeking tailored due diligence and value creation support.

Operating model:
They operate as a lean partnership, offering flexible retainer or project-based engagements.

💡 Why they stand out:

• Proven track record helping clients maximise exit multiples.
  
  
• Strong operational frameworks for value creation.
  
  
• Deep bench of industry specialists for sector-specific insight.
  
  

Barry Lawson, Founder, The Private Equity Consultancy LLP

🔗 LinkedIn: https://www.linkedin.com/in/barry-lawson-8827628/

Barry has over two decades in private equity, with extensive operational leadership and due diligence expertise. He’s known for hands-on portfolio work and a pragmatic approach to value enhancement. On LinkedIn, you’ll see Barry shares insights on driving post-acquisition transformation, a true operator’s operator.

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Innovest Consultancy

🔗 Website: https://innovest.uk/en/home/

What they do:
Innovest offers strategic investment consulting, corporate finance advisory, and innovation funding solutions.

Who they work with:
SMEs, scale-ups, and larger corporations in tech, life sciences, and renewable energy.

Operating model:
Flexible project consulting with a strong focus on innovation-driven capital raising.

💡 Why they stand out:

• Expertise in securing R&D tax credits and grants.
  
  
• Track record of supporting early-stage companies to Series A/B.
  
  
• Agile team structure for fast-turnaround mandates.
  
  

Buhari Burak Tekalan, Founder, Innovest Consultancy

🔗 LinkedIn: https://www.linkedin.com/in/buharii/

Buhari is a results-focused founder with an engineering and finance background. He’s passionate about helping high-growth businesses unlock capital for innovation. On LinkedIn, he regularly shares grant success stories and funding strategy tips—an approachable leader with a strong technical edge.

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Risk Capital Partners

🔗 Website: https://riskcapitalpartners.co.uk/

What they do:
Risk Capital Partners specializes in investing in and advising entrepreneurial growth businesses.

Who they work with:
Owner-managed firms across retail, leisure, and consumer sectors.

Operating model:
Combines investment capital with operational support and board-level guidance.

💡 Why they stand out:

• Backed over 40 UK companies.
  
  
• Founder-focused investment philosophy.
  
  
• Deep bench of board advisors with operational know-how.
  
  

Luke Johnson, Founder, Risk Capital Partners

🔗 LinkedIn: https://www.linkedin.com/in/luke-johnson-07a845b0/

Luke is a prominent UK entrepreneur and investor, best known for expanding Pizza Express and founding Signature Restaurants. His philosophy centres on backing founders and staying actively involved. On LinkedIn, Luke shares candid views on entrepreneurship and scaling sustainably, a straight-talker in the UK growth scene.

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Patronus Partners

🔗 Website: https://www.patronuspartners.com/

What they do:
Patronus provides independent wealth management and investment consulting for high-net-worth individuals and family offices.

Who they work with:
Private clients, family offices, and professional trustees.

Operating model:
Boutique, relationship-driven advisory with fiduciary alignment.

💡 Why they stand out:

• Truly independent, fee-based model.
  
  
• Bespoke portfolios built on risk-first principles.
  
  
• Long-term, trust-based relationships.
  
  

Paul Kavanagh, Founder, Patronus Partners

🔗 LinkedIn: https://www.linkedin.com/in/paul-kavanagh-b9985912/

Paul brings decades of private banking and family office experience. He’s known for championing client-first investing and avoiding conflicts of interest. On LinkedIn, he often discusses fiduciary integrity values that drive Patronus’ personalized approach.

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Featherstone Capital Partners

🔗 Website: http://www.featherstonecapital.co.uk/

What they do:
Featherstone Capital focuses on M&A advisory, capital raising, and strategic investment consulting.

Who they work with:
Mid-market corporates, PE-backed firms, and growth businesses.

Operating model:
Combines corporate finance with strategic consulting, offering retained and project-based support.

💡 Why they stand out:

• Strong cross-border transaction expertise.
  
  
• Deep network with UK and international investors.
  
  
• Sector specialisms in healthcare and technology.
  
  

Abid Majid, Founder, Featherstone Capital Partners

🔗 LinkedIn: https://www.linkedin.com/in/abid-majid-baa4b924/

Abid is an accomplished corporate finance advisor with a big-firm pedigree and boutique mindset. He’s known for guiding complex mid-market deals and coaching entrepreneurs through M&A. On LinkedIn, he shares commentary on deal trends and negotiation best practices.

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Black Isle Advisory

🔗 Website: https://blackisleadvisory.com/

What they do:
Black Isle Advisory offers institutional fundraising and investment consulting services for alternative asset managers. Their expertise spans capital strategy, investor engagement, and fundraising execution.

Who they work with:
Private equity, private credit, and infrastructure fund managers seeking strategic support in fundraising and investor communications.

Operating model:
Black Isle operates as a hands-on, founder-led advisory firm offering flexible mandates, including placement agent roles, strategic advisory, and long-term investor relations support.

💡 Why they stand out:

• Deep specialization in alternative investments
• High-touch approach to institutional fundraising
• Founder-led with decades of experience in capital raising

Stephen Holt, Founder, Black Isle Advisory

 🔗 LinkedIn: https://www.linkedin.com/in/stephen-holt-1605875/

Stephen Holt brings over 25 years of capital markets experience, with previous leadership roles at UBS and Baird. As founder of Black Isle, he remains deeply involved in strategic client work, particularly around investor targeting and fundraising positioning. Known for his tailored guidance and strong LP network, Stephen leads with clarity, consistency, and client-first discipline.

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Bridcon

🔗 Website: https://bridcon.com/

What they do:
Bridcon combines management consulting with investment advisory for SMEs and scale-ups.

Who they work with:
Ambitious SMEs in fintech, manufacturing, and industrials.

Operating model:
Fractional advisory and outsourced CFO services.

💡 Why they stand out:

• Strong expertise in turnarounds and growth pivots.
  
  
• Flexible, embedded advisory model.
  
  
• Trusted partner for UK-based and international expansion.
  
  

Gabriel Barcaru, Founder, Bridcon

🔗 LinkedIn: https://www.linkedin.com/in/gabrielbarcaru

Gabriel has deep operational and consulting experience across Europe. He’s known for a pragmatic, sleeves-rolled-up leadership style. On LinkedIn, he shares operational case studies and advice for founders scaling sustainably.

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Altea Partners

🔗 Website: https://www.alteapartners.com/

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What they do:
Altea Partners is a boutique UK investment advisory and principal finance firm focused on real estate and credit-related assets. They provide strategic and financial advice to sponsors, asset owners, and investors, along with access to proprietary finance opportunities and capital solutions.

Who they work with:
Real estate sponsors, family offices, and institutional investors seeking flexible, off‑market financing arrangements and advisory services in asset-backed investments.

Operating model:
A founders-led boutique with fewer than 10 employees, offering highly personalized, partner-led engagements that blend advisory with direct investment capabilities.

💡 Why they stand out:

• Founded by senior bankers who left Citigroup to launch a lean, high-impact advisory model
  
  
• Combines investment advice with merchant-style principal financing.
  
  
• Known for a founder‑led, client-centric service model and strategic focus on downside protection and bespoke financing solutions.

Henning Behre, Co‑founder & Managing Partner

🔗 LinkedIn: https://www.linkedin.com/in/henning-behre-8a271044/Henning brings two decades of private capital and investment banking experience from Citigroup, specializing in real asset and credit advisory. He remains deeply involved in client deals and strategic decision-making—a hands-on leader committed to founder-level engagement. He and his co-founder launched Altea in 2024 with a team of under 10 professionals.

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FKS Capital Partners

🔗 Website: http://www.fkscapitalpartners.com/

What they do:
FKS Capital Partners provides corporate finance, strategic investment advice, and transaction support for mid-market companies.

Who they work with:
Growth-focused businesses and PE-backed firms.

Operating model:
Project-based or retained corporate finance consulting.

💡 Why they stand out:

• Multi-sector M&A experience.
  
  
• Robust financial modeling frameworks.
  
  
• Trusted by boards for high-stakes deals.
  
  

Fawzi Kyriakos-Saad, Founder, FKS Capital Partners

🔗 LinkedIn: https://www.linkedin.com/in/fawzi-kyriakos-saad-76593b15/

Fawzi’s extensive career spans investment banking, corporate leadership, and board advisory. He’s known for navigating complex transactions with precision and trust. His LinkedIn presence highlights thought leadership in deal structuring and growth strategy.

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Logic Investments

🔗 Website: https://www.logicinvestments.co.uk/

What they do:
Logic Investments offers discretionary investment management for private clients, pensions, and charities.

Who they work with:
Individuals, pension funds, charities, and professional trustees.

Operating model:
Fee-based discretionary portfolio management with a focus on long-term growth.

💡 Why they stand out:

• Evidence-led investment strategies.
  
  
• Transparent reporting and client education.
  
  
• Emphasis on capital preservation and responsible investing.
  
  

Darren Easton, Founder, Logic Investments

🔗 LinkedIn: https://www.linkedin.com/in/darren-easton-38001328/

Darren’s background spans discretionary fund management and client relations. He’s known for championing investor education and building long-term trust. On LinkedIn, Darren often shares updates on market trends and portfolio strategy, demystifying the investment process for clients.

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Looking Ahead: Why UK Investment Consultants Matter

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The UK continues to be a global hub for financial strategy, innovation, and independent expertise. From private equity guidance to bespoke wealth consulting, these firms prove that high-impact investment support doesn’t have to come from massive institutions.

At Digital Reference, we stand for radical authenticity. We only feature firms that back up their promises with real leadership, measurable outcomes, and transparent practices. Whether you’re a founder, investor, or family office exploring your next move, this list is your launchpad to smarter investment decisions.

Stay radically authentic always.

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