Top Financial Services Companies in Bristol (58)
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...
Fundsurfer.com is a UK based funding and investment platform. We provide our clients with access to our online fundraising products including Community Share Offers, Rewards, Donation and Crypto enabled Crowdfunding. Alongside the Fundsurfer fintech platform. Fundsurfer operates as an introducer for off-market private investments for single/multi-family offices and investor groups. We have a global network of brokers, introducers, scouts and...
We’re the UK’s number 1 investment platform for private investors, based in Bristol, where we now employ over 1,700 people. For more than 40 years we’ve helped investors save time, tax and money on their investments. Today we're trusted by over 1.7 million clients. Our service allows clients to bring all their ISAs, pensions, SIPPS, and savings into one easy to...
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...
Broadstone is a leading, independent, UK consultancy delivering expert advice to employers, insurers and pension scheme trustees. For over 40 years, Broadstone has been providing its clients with a wide range of specialist services including employee benefits consulting, pensions administration and actuarial services, investment consulting, insurance consulting across life, non-life and the Lloyds and London markets, credit risk services...
Isio was ‘born’ in 2020, and we’ve been challenging existing thinking on pensions, benefits and investment advice ever since. That’s because we know that only by improving on what’s been accepted in the past can we provide the financial confidence our clients deserve. We provide companies, trustees and individuals with the highest levels of expertise across actuarial and consultancy, investment advisory,...
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...
Mukuru is one of the largest money transfer providers in Africa and a leading Next Gen Financial Services Platform that offers affordable and reliable financial services to the emerging consumer. The foundation of our business was built by providing the continent’s migrant diaspora with safe, convenient international money transfers. From this base we have grown a wide range of products...
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...
Baker Tilly US's Top Stability & Growth Strengths
Strong Market Position & Advantage: Following the June 2025 combination with Moss Adams, the firm is described as moving into a top-six U.S. position by net revenue, placing it in the national top tier below the Big Four. The expanded national coverage and sector depth are positioned as improving competitiveness for middle-market and upper-middle-market clients.
Strong Revenue Growth: Record results are cited for the wider network, including a year marked by large year-over-year revenue expansion, with North America highlighted as the fastest-growing region and the U.S. merger noted as a key driver. The company is repeatedly characterized as being in an accelerated growth phase since 2024–2025, supported by increased scale and continued add-on deals.
Investor Backing & Capital Strength: A strategic private-equity investment is cited as providing capital to fund a more aggressive expansion strategy and buy-and-build approach. The shift to an alternative practice structure is framed as enabling growth investment across advisory capabilities and acquisitions.
Founded in 1976 Travelex has grown to become one of the market leading specialist providers of foreign exchange products, solutions and services, operating across the entire value chain of the foreign exchange industry in more than 20 countries. We have developed a growing network of over 1,550 sites, including stores and ATMs, in some of the world’s top international airports...
RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762. We are here to help you achieve your ambitions through expert, personalised financial planning and investment management advice. FOR INDIVIDUALS: Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and...
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We started life as an investment management firm in 2004 to bring institutional calibre fund management to UK private clients. We began working with our first clients in 2005...
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...
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...
Welcome to Bank of Ireland on LinkedIn. We're here to keep you up to date on our latest news and to provide useful information and guidance to support your financial needs. A leading Irish bank, we offer a wide range of financial products including savings, loans, mortgages and deposit accounts.
Bank of Ireland's Top Stability & Growth Strengths
Profitability: Results indicate strong and sustained profitability with high returns on tangible equity and robust pre‑tax earnings, supported by ongoing organic capital generation. Management maintains targets to further improve returns through 2027–2028.
Strong Market Position & Advantage: The bank is a co‑leader in the Irish market and holds top share in new mortgages with broad strength across retail, SME, and wealth segments. Consolidation and recognition as a country‑level best bank reinforce durable competitive positioning.
Resilient & Sustainable Growth: Recent disclosures show expanding loans, deposits, and wealth assets alongside multi‑year guidance for rising total income and lending. A positive macro outlook and quantified growth targets through 2028 underpin continuity of expansion.
bunch is building the backbone of private markets, enabling funds, investors, and founders to operate securely and transact seamlessly. Privacy Policy: https://www.bunch.capital/privacy-policy
We’re all striving to live better lives on many fronts. Like our careers, our health, our lifestyles, our homes, and our families’ safety. That can seem overwhelming. But, with the right expertise support, and technology, all your goals are achievable. That’s why we say, “Know You Can”. AXA UK is part of the AXA Group, one of the largest insurance brands...
We are a specialist asset-based lender, providing a wide range of flexible funding solutions to support the ambitions of UK businesses. Backed by Tavistock, an international private investment organisation, our vision is to be the funding partner of choice. Established in 2001, we have a long-standing track record of providing the right type of funding to businesses. Understanding the SME mindset...
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...
Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible...
