Top Bristol Financial Services Companies (41)
We’re leading the world of regulatory compliance forward by offering greater efficiencies, greater cost savings, and greater accuracy. Using market-leading RegulationAI, Ascent helps customers in financial services automate their compliance programs, significantly reducing their risk while saving time and money.
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 20 million people from all wealth segments to invest in their future
SmartStream is a recognised leader in financial transaction management solutions that enables firms to improve operational control, reduce costs, build new revenue streams, mitigate risk and comply accurately with regulations. By helping its customers through their transformative digital strategies, SmartStream provides a range of solutions for the transaction lifecycle with artificial intelligence and machine learning technologies embedded - which can also be deployed in the cloud or as managed services. As a result, more than 2,000 clients—including 70 of the world’s top 100 banks, rely on SmartStream Transaction Lifecycle Management (TLM®) solutions to deliver greater efficiency to their operations. For more information about SmartStream, visit www.smartstream-stp.com
Forvis Mazars Group SC is an independent member of Forvis Mazars Global, a leading global professional services network. Operating as an internationally integrated partnership in over 100 countries and territories, we specialise in audit, tax and advisory services.
Coutts clients are an eclectic bunch. Trailblazers, thinkers, convention breakers, history makers. People who forge their own path and achieve success through sheer force of character. As a certified B Corp™, we know wealth is not simply about worth, but staying true to your values. Walking the walk, not just talking the talk. That’s why we do everything that could be expected from a private bank and wealth manager: helping you to invest, bank and borrow, but also understanding your unique character and values. Growing your wealth your way, with integrity and without compromise. It’s the Coutts way.
Expert investment management and financial planning. We’re proud to work with some of the most successful individuals, families, businesses and charities in the UK, and are committed to providing clear advice and solutions for their financial objectives. We bring clarity for life and ensure our clients get the most out of today, but not at the expense of tomorrow. Follow us on: Twitter - @CloseBrothersAM Instagram - @LifeAtCBAM The value of investments can go up or down and you may get back less than you invest. Close Brothers Asset Management is a trading name of Close Asset Management Limited (Registered number: 01644127) and Close Asset Management (UK) Limited (Registered number: 02998803). Both companies are part of Close Brothers Group plc, are registered in England and Wales and are authorised and regulated by the Financial Conduct Authority; Financial Services registration numbers 119329 and 175827 respectively. Financial Education Services and the Close Tax Service are not regulated by the Financial Conduct Authority. Registered office: 10 Crown Place, London EC2A 4FT. Close Brothers Asset Management (Guernsey) Limited (Registered number: 68599) is licensed by the Guernsey Financial Services Commission for investment business. Its address is Bucktrout House, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WR. VAT registration number: 245 5013 86.
Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 38,000 professionals and a combined worldwide revenue of $4.3 billion. For more information visit us at www.bakertilly.com.
Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well. Our sector is being held back by old tech, dismal processes and misaligned interests. Together they create pointless complexity for financial planning and investment professionals, and provide outdated, overpriced experiences for customers. We started afresh, with a low-cost, hyper-efficient and (genuinely) API-first technology infrastructure, which supports firms at the forefront of our changing industry. Working around a principle of collaborative innovation, our technology and operations power the investment platforms of some of the UK’s most forward-thinking financial planning and wealth management firms, including P1 and Radiant. They also help ambitious, fast-growth technology businesses – such as GoHenry, Penfold and Crowdcube – to launch and maintain their investment propositions more quickly and affordably than ever before. A regulated custodian and ISA/SIPP provider, we have the disruptive mindset and ambitious mission to shake things up, along with the commitment and substance to not screw them up. We’re proud to be part of Octopus, the £12.5 billion group that's on a mission to breathe new life into broken industries, through companies like Octopus Energy, Octopus Investments and Octopus Ventures.
We are Alpha – an award-winning provider of financial solutions dedicated to global corporates and institutions operating internationally. Working with clients across more than 50 countries, we blend deep expertise with cutting-edge technologies to provide an enhanced alternative to traditional banking services. Our solutions include FX risk management, global accounts, mass payments, fund finance, and cash management. Key to our success is our team – close to 500 people based across eleven global offices, brought together by a high-performance culture and a partnership structure that empowers them to act as owners of our business. Despite being a FTSE 250 company listed on the London Stock Exchange, we remain relentlessly focused on maintaining the same level of agility and client focus we had when we first started in 2009. This dynamic, combined with the passion of our people, have enabled us to make a substantial and enduring difference to our clients, and deliver a growth story to match. To find out more about our business, the clients we work with, and the investors that support us, visit our website www.alphagroup.com
Triodos Bank is a leading expert in sustainable banking. Our mission is to make money work for positive change. We are more than a bank. We are a community. Get to know us and join the movement for change. We finance companies, institutions and projects that add cultural value and benefit people and the environment, with the support of depositors and investors who want to encourage corporate social responsibility and a sustainable society. Our mission is * To help create a society that promotes people’s quality of life and that has human dignity at its core. * To enable individuals, institutions and businesses to use money more consciously in ways that benefit people and the environment, and promote sustainable development. * To offer our customers sustainable financial products and high quality service.
Alternative Business Funding provides a free and easy way for SMEs to find finance for their business. Our unique Funder Finder engine allows the business owner to search for available finance without impacting their credit rating. The Government supported platform uses straightforward information to match SMEs with an impressive selection of funders within minutes, offering access to the vast majority of business finance providers in the UK. ABF ensures the solution is both suitable and appropriate by putting the business owner at the heart of the process.
Our mission is to deliver a future where every company in the world has the capital needed to grow. C2FO's convenient, easy-to-use platform enables companies to work with their suppliers and customers to improve cash flow by determining the best time and terms for paying or getting paid. Today, C2FO is the world’s largest market for working capital. We serve over one million businesses representing $10.5 trillion in annual sales across 183 countries. Our online platform connects more than $110 billion of daily accounts payable and accounts receivable. By providing cost-effective access to working capital, we’re bringing fairness, transparency and, above all, opportunity to the world’s growing businesses. Because we believe that when every business has a fair chance to thrive, we all benefit.
Haines Watts are a Top 15 firm of chartered accountants and business advisers who specialise in advising and supporting owner managed businesses. We support over 35,000 business owners around the UK, which gives our clients access to a huge amount of business expertise and knowledge. We aim to become the premier adviser to business owners in the UK. Our practices are independent local businesses owned and run by local partners & directors, meaning you not only get accountancy advice but support for the day to day business challenges you face. Fresh thinking and a practical business approach are the reasons why business owners chose to work with Haines Watts. These qualities underpin our values: Commercial We believe in translating our technical knowledge into sound commercial advice, so you understand the information and the impact it will have on you and your business. Supportive Because we support over 35,000 business owners around the UK, as a business owner you can rely on our experience to support your ideas and help you achieve your goals. Challenging We act as a sounding board and challenge your plans. It’s our way of ensuring that you consider all the options and make the best decisions Practical Our partners run their own businesses as well, meaning we live in the real world – we’ll give you sensible, professional and practical advice. Approachable You’ll have access to your Haines Watts partner whatever your issue, big or small, saving you time and ensuring top quality
Helping businesses everywhere take the pain out of payments. Convert your payments from a cost centre into a revenue stream, maximise working capital, enhance security and streamline operations with our digital payments solution: Virtual Card Issuing, Account Creation, Bank Transfers and Invoice Payments.
ING is a pioneer in digital banking and on the forefront as one of the most innovative banks in the world. As ING, we have a clear purpose that represents our conviction of people’s potential. We don’t judge, coach, or tell people how to live their lives. However big or small, modest or grand, we empower people and businesses to realise their vision for a better future. We made the promise to make banking frictionless, removing barriers to progress, and make people confident in their financial decisions. As a global bank we have a huge opportunity – and responsibility – to make an impact for the better. We can play a role by financing change, sharing knowledge, and innovating. Being sustainable is in all the choices we make—as a lender, as a partner and through the services we offer our customers
Reassured employs over 800 amazing people across our Basingstoke, Portsmouth, Manchester, Southampton, Bristol, Bournemouth and Chester sites, arranging Life Insurance and protection products for thousands of new customers each and every month. We are the sales force behind many major brands and convert higher than our competitors with high standards in compliance and market leading customer and quality measures. We bring personality to protection. We’ve been recognised in the Best Companies to work for seven consecutive years. Our culture is honest, resilient, authentic and good humoured. We are committed to personal development and have a wide range of roles for people at varying levels of ability. We have plans to grow past 1000 employees across all of our sites because that will allow us to protect more families throughout the UK, so keep an eye out on our Careers page!
Sanlam Investments has deep expertise across all key asset classes brought about by years of experience. We focus on harnessing this talent to provide differentiated specialist funds to our clients. Sanlam Investments is an independent boutique asset management business based in the UK. Specialising in providing differentiated strategies to investors, we are the international investment engine for our parent, the Sanlam Group. Sanlam have been providing financial services to the world for over 100 years. This means we have all the hunger, autonomy and agility to act as a boutique asset manager, but with the stable backing and resources of a much a larger investment house. Valued at almost £10 billion*, employing over 105,000 individuals worldwide and managing more than £45 billion** in client assets, the Sanlam Group is an organisation with a growing global presence in 45 countries. *As at 30 June 2021 **As at 30 June 2021
Jump Trading Group is committed to world class research. We empower exceptional talents in Mathematics, Physics, and Computer Science to seek scientific boundaries, push through them, and apply cutting edge research to global financial markets. Our culture is unique. Constant innovation requires fearlessness, creativity, intellectual honesty, and a relentless competitive streak. We believe in winning together and unlocking unique individual talent by incenting collaboration and mutual respect. At Jump, research outcomes drive more than superior risk adjusted returns. We design, develop, and deploy technologies that change our world, fund start-ups across industries, and partner with leading global research organizations and universities to solve problems.
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Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.
PKF Francis Clark is a firm of chartered accountants and business advisers based in the South West. Established in 1919, the firm has grown to over 900 staff and 57 partners across nine offices (Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro). We are passionate about the client being central to everything that we do and are constantly trying to exceed their expectations. Our vision is shared ambition – we take time to understand a client’s business and will work with them to achieve their goals, making sure that we provide the right specialist advice for their individual needs. We are renowned for our range of expertise across multiple specialisms and sectors. Our clients have one point of contact but enjoy the peace of mind that should they need advice on a specific specialist area, we have the expertise in-house to be able to help quickly and efficiently. We offer a supportive and flexible culture, taking your career seriously to enable you to be the best you can be. In September 2022, PKF Francis Clark was certified as a Great Place to Work. In February 2023 we were ranked as one of the UK’s Best Workplaces for Wellbeing (40th out of 79 among large organisations). We work hard to ensure that ours is a culture where our people can be themselves, develop and be part of a forward-thinking team that makes brilliant things happen. We are a member of PKF UKI, which is ranked 11th in Accountancy Age's 2022 ranking of the UK's largest accountancy firms. Membership of the PKF Global network, covering 150 countries, allows us to better support our clients both here in the UK and around the world, especially those with international and cross border interests.
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