Somerset’s 97 Fastest Growing Financial Services Startups

At Best Startup London we track over 100,000 London based startups and over 500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.

We’ve ranked the top 97 Financial Services companies in Somerset. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).

We selected the organisations listed in this article based on:

• Track record
• Executive leadership
• Market share
• Innovation
• ESG rating

Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.

Top Financial Services Companies & Startups (Somerset)

CryptoIndexSeries

AI-powered Data, Trading and Portfolio Analytics Tools for Crypto Markets

Seccl

Seccl aims to help financial advisers, wealth managers, discretionary fund managers and fintechs deliver faster.

investUP

investUP helps debt & equity crowdfunding investors see more, save time, and simplify.

Altus

Altus is a specialist provider of consultancy services to the Financial Services sector.

Cardstream

Cardstream is a Level 1 PCI:DSS compliant independent Payment Service Provider providing secure online payments.

Novia Financial

Novia Financial provides a wealth management service for investment advisers and their clients.

Ascentric

Ascentric is a digital wrap and wealth management platform for advisers with assets under administration.

Yorkshire Building Society Group

The Yorkshire Building Society is the third largest building society in the UK.

London & Country

London & Country, the UK’s largest independent fee free mortgage broker.

Provident Financial plc

Provident Financial plc is a British sub-prime lender, also described as a “doorstep lender”, based in Bradford, West Yorkshire.

The ID Register

The ID Register fixates on financial security with KYC and authentication services online for investors and fund managers.

1pm plc

1pm plc is a specialist in the industry, offering asset finance of equipment to a wide range of small and medium sized businesses.

Claritum

Our cloud based spend management platform helps companies gain visibility and control of expenditure

Fidelius

Fidelius is a financial services company that provides wealth management, investments, and employee benefits.

The Private Office

The Private Office is a Chartered financial planning firm that delivering unbiased, tailored advice to protect and grow wealth.

Positive Cashflow Finance

Positive Cashflow Finance is a factoring and invoice financing provider.

Processing.NET

Processing.Net offers payment gateway, credit card storage, merchant account, billing gateway, eCommerce & credit card processing services.

CrowdRating

CrowdRating: The ratings agency for equity crowd funding

Time Finance

Time Finance is an AIM-listed business specialising in the provision or arrangement of funding solutions.

Roqqett

Roqqett is a financial service company.

Albert Goodman

Albert Goodman provides financial planning, business consulting and accounting services.

Chetwood Wealth Management

Chetwood Wealth Management operates as a financial services that specializing in wealth management.

Benchmark Software

Benchmark has been writing software that makes it easier for your business to succeed.

Provident Personal Credit

Provident helps to families and communities by offering cash loans between £100 – £1,000 over a range of terms, subject to affordability.

F1F9

F1F9 delivers financial modelling, risk management and spreadsheet support services.

Cooper Associates

Cooper Associates offers financial consultation and mortgage advisory services.

Epoch Wealth Management

Epoch Wealth Management is offer a full spectrum of financial planning services for private clients, corporate clients, businesses, trusts.

Short Accountancy

Short Accountancy provides bookkeeping, accounting and business advisory services.

Somerston Capital

Somerston Capital is a financial investment advisory firm advising on real estate investments with activity in the hotel & other sectors.

Lloyd and Whyte

Lloyd and Whyte offer financial planning and specializes in insurance policies for healthcare professionals, atom cars and special homes.

Accounting Angels

Accounting Angels offers payroll and accounting services.

FiveWays Financial Planning

FiveWays Financial Planning specializes in investment planning, estate, retirement planning, insurance and financial advisory services.

City Financial Planning Ltd

City Financial Planning Limited is a Limited Company registered in England & Wales no. 03224580.

Old Mill

Old Mill specializes in tax planning, investment management, cash flow and financial advisory services for individuals and businesses.

Envisuals

Envisuals make innovative, engaging videos that enhance your profile, video needs to be cost-effective and have a good investment return.

Harrison Financial Services

Harrison Financial Services offers life insurance, income protection, buildings contents coverage, and mortgage advisory services.

George Banco Ltd

George Banco Limited offers personal and guarantor loans.

Savings Champion

Savings Champion is a company that offers cash-based savings advice.

Newsham Hanson

Newsham Hanson is a financial consultancy that provides accounting, business taxation, bookkeeping, payroll and budgeting services.

Pearson May

Pearson May is a leading firm of Chartered Accountants and Chartered Tax Advisers with offices in Bath, Chippenham and Trowbridge.

A Plus Accountancy & Business Solutions

A Plus Accountancy & Business Solutions provides accounting and financial services.

Edge Financial Forecasting

Edge Financial Forecasting is a small business.

Hardington Capital Management

Hardington Capital Management offers asset management, investment strategies, property acquisition and investment advisory services.

Rhino Trading UK LTD – rhinoseeds

Rhino Trading Partners (RHINO) is an agency-only firm that specializes in the execution of listed & over-the-counter equities.

Chalmers & Co

Chalmers & Co offers accounting, audit & assurance, bookkeeping, taxation, and cloud accounting services.

Moore Scarrott

Moore Scarrott is an accountants, taxation and business development company.

Robson Taylor IFA

Robson Taylor IFA provides totally independent, jargon free financial advice in plain English to individuals and companies.

CharityClear

CharityClear is the online payment gateway service provider.

First Federal Savings

First Federal Savings focuses on online banking, loans, investment, savings and financial services.

Bath Building Society

Bath Building Society offers banking and mortgage services that meet the requirements of businesses and individuals.

CEPS plc

CEPS plc is a holding company that buys majority stakes in stable, profitable and steadily growing entrepreneurial companies.

PROPERTY CONSORTIUM UK LIMITED

Property Consortium UK is a property insurance claims handling & buildings repair network specializing in Surveying, Reinstatement & Motor.

Henry and Banwell

Henry and Banwell provides accounting and tax services.

West Yorkshire Pension Fund

West Yorkshire Pension Fund is a government organization that provides a wide range of pension schemes along with administrative services.

Spot on Mortgages

Spot on Mortgages is a mortgage firm that renders mortgage, brokerage and insurance services.

Sovereign Wealth Management

Sovereign Wealth Management is a provider of financial advisory and investment services.

Woodhill Asset Management LLP

Woodhill Asset Management LLP is a financial services firm that mainly provides investment & asset management and insurance services.

Heronbridge Investment Management

Heronbridge Investment Management offers asset management, investment strategies, financial planning, and advisory services.

Marcussen Consulting

Marcussen Consulting expertise in providing end-to-end tax-related tailored advice and services to businesses and entrepreneurs.

CheckRisk

CheckRisk provides wealth management, investment management and risk management services.

Business Enterprise Fund

The Business Enterprise Fund is a social enterprise that lends money to businesses who are unable to get lending from the banks.

Biznus Payroll

Biznus Payroll provides a professional payroll outsourcing and workplace pension administration service to businesses large and small.

Somerset Wealth Management

Somerset Wealth Management is a financial consultancy that renders custom-built financial strategy, planning and advisory services.

Freeman Baker

Freeman Baker provides accounting, bookkeeping, payroll, VAT return, business plans, strategic planning and tax management services.

A C Mole & Sons

A C Mole & Sons renders business advice, taxation, accounting, audit, assurance and financial services for a broad range of clients.

King Watkins

King Watkins offers bookkeeping, archiving, tax management, accounting and support services.

Aspen Waite Chartered Accountants

We specialise in Accounts Preparation, Audit Services and Business Support for all types of companies.

The Financial Detectives

The Financial Detectives is a financial advising firm specializing in mortgages, insurances, wills and estate planning services.

Belgrave Asset Management

Belgrave Asset Management provides financial services like asset & portfolio management, financial planning and advisory services.

R & J Business Solutions

R & J Business Solutions offers accountancy, bookkeeping, payroll, and taxation services.

Beckford James

Beckford James is a chartered firm that provides financial, retirement, and investment planning services.

KEYTE

KEYTE is a chartered financial planner that offers client-focused services.

Lanop Chartered Certified Accountants

LANOP is an Accountancy Firm based in South West London.

Kellands Bristol

Kellands Bristol is a financial firm that offers wealth management, investment, tax, retirement, mortgage, estate and tax planning services.

Axicorda

Axicorda is a data and analytics services firm in the financial service industry.

John Katsouris

John Katsouris is an advisory firm that specializes in asset allocation, family wealth planning and investment selections.

Amanda Lodge and Co

Amanda Lodge and Co provides accounting and tax services.

Longhill Accounting

Longhill Accounting offers professional tax and accounting solutions.

Wessex Commercial Solutions

Wessex Commercial Solutions provides accounting, outsourcing, costing, profits, and cash services to help businesses succeed.

Chalmers HB

Chalmers HB is a tax and accounting service provider company.

Watermark Wealth Management

Watermark Wealth Management offers pension options, financial advice, personal, corporate, and business planning services.

PG Owen

PG Owen provides annual accounting, payroll, taxation, legal, probate, financial, and business advisory services.

Fox Davidson Mortgage Brokers

Fox Davidson Mortgage Brokers is a adviser in all areas of property finance.

Birnbeck Insurance Services

Birnbeck Insurance Services is an independent insurance broker that specializes in providing commercial and personal insurance services.

Andika Accounting Services

Andika Accounting Services specializes in bookkeeping, payroll, management reporting and accountancy solutions.

Michael J Dodden

Michael J Dodden offers financial services like accounting, tax preparation, insurance, and loans.

Credit Improver

Credit Improver provides online-based credit score improver.

Oak accountancy services

Oak accountancy services provides accounting and tax services.

First Call Payment Protection

First Call Payment Protection is an insurance brokerage firm.

JWB Corporate

JWB Corporate provides companies accountancy and tax compliance services.

Integrity Resource Solutions

Integrity Resource Solutions specializes in placing individuals within financial institutions.

Caple Banks

Caple Banks is a financial solutions company that provides investment consultation, wealth management, and financial services.

The Waldron Partnership

The Waldron Partnership is a certified public accountant that provides accounting services.

Manor Mortgage Solutions

Manor Mortgage Solutions is a Bristol-based mortgage advisory firm.

Woodbury Insurance Brokers

Woodbury Insurance Brokers provides independent insurance advice to businesses and individuals.

R. E. Froud & Associates

R. E. Froud & Associates is an accountancy and bookkeeping services provider.

Lentells

Lentells provides financial and accounting services.