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Lead list

Financial Advisers company leads, UK

A targeted list of UK financial advice and IFA firms for B2B suppliers and partners.

Build your financial advice firms list →Free preview · export up to 1,000 from £29

Financial advice firms, including IFAs and wealth managers, register under activities auxiliary to financial services, a category that isolates them from banks and insurers. The sector is heavily regulated and a consistent buyer of compliance, software, paraplanning and back-office services. A filtered list helps fintech vendors and B2B service firms reach advice businesses directly. Registered addresses support regional targeting, while incorporation dates help identify newer firms building their proposition.

What's in your financial advisers list

Company nameCompany numberFull registered addressSIC codeIncorporation dateCompany status

Sourced live from Companies House. Postal addresses and registration details only — not email or phone lists.

Who uses financial advisers leads

  • Adviser back-office and CRM software vendors
  • Paraplanning and outsourcing services
  • Compliance and regulatory consultants
  • Platform and investment providers
  • Professional indemnity insurers

What you can do with the list

  • Selling adviser software to firms
  • Offering outsourced paraplanning
  • Targeting newly authorised firms
  • Regional prospecting for B2B services
  • Building an advice-sector prospect list

Ready to build your financial advice firms list?

Filter by location and incorporation date, preview the matches free, then export up to 1,000 companies as a CSV.

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Financial Advisers leads — FAQs

Does this cover IFAs and wealth managers?

Yes. The auxiliary-to-financial-services SIC code captures independent advisers and wealth-management firms.

Are banks or insurers included?

No. This code isolates advisory and auxiliary firms rather than banks, insurers or lenders themselves.

Can I find newly formed advice firms?

Incorporation dates are included, so the most recently registered firms can be surfaced and prioritised.

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