Financial Advice Centre

What Financial Advice Centre does

Financial Advice Centre Ltd is a privately held, FCA-authorised (no. 413317) independent financial advisory firm headquartered at 7 Sansome Place, Worcester, United Kingdom. Founded in 1999, the firm is registered in England & Wales (no. 04425184) and has operated continuously for over 25 years, growing to a team of approximately 20-30 staff across senior leadership, advisers, and operational support.

The firm's product surface spans whole-of-market financial planning: investments (portfolio management across global markets), retirement and pension planning, tax planning (including inheritance tax planning), ESG-aligned responsible investing, residential and later-life mortgage advice, and protection products (life, critical illness, income protection). Advisory delivery uses cashflow modelling tools and access to third-party investment platforms, supported by digital marketing technology and an active content engine (including the 'Ask the Experts' webinar series co-hosted with W1M, Evelyn Partners, and RBC Brewin Dolphin). Service to clients is delivered face-to-face at the Worcester office and remotely via telephone and email.

Revenue is generated through professional service fees on regulated financial advice and mortgage broking engagements to individual and family clients, public sector employees (NHS, teachers), and business owners across England. Customer acquisition is dominated by personal recommendations (cited at 95% of new business), with no public pricing schedule and no disclosed customer logos (the firm has no enterprise anchor clients, only retail and small-business segments). The firm reports assets under management exceeding £500m and has been named in the Citywire New Model Adviser Top 100 UK Advice Firms for five consecutive years through 2026, including a #1 Midlands ranking in 2026.

Name

Financial Advice Centre

Legal name

Financial Advice Centre Ltd

Website

https://face-uk.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Financial Advice Centre is an FCA-authorised independent financial adviser based in Worcester providing whole-of-market financial planning, retirement, tax, mortgage and protection advice to individuals, families, and public sector employees across England, managing over £500 million in client assets.

Ownership category

akta.pro rank

Product category

Independent Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Mortgage and Nonmortgage Loan Brokers (52231)

SIC

Investment Advice (6282), Loan Brokers (6163)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

Keywords

• Independent financial advice
• Financial planning services
• Investment advisory
• Retirement planning
• Mortgage advisory

Headquarters

HQ city

Worcester

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Financial Advisory Services: The firm generates revenue through providing regulated financial advice to individual and corporate clients across investments, pensions, tax planning, mortgages, and protection. Advice is delivered by qualified Independent Financial Advisers. The firm is authorised and regulated by the FCA (no. 413317).
2. Mortgage Advisory Services: Revenue is generated through mortgage advisory services delivered by the firm's qualified mortgage advisers, who have access to a wide range of lenders and insurers.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Financial Advice Centre is an FCA-authorised Independent Financial Adviser (IFA) firm providing whole-of-market financial planning to individual clients across the UK. Core services span investment management, retirement and pension planning, tax and inheritance tax planning, ESG-focused responsible investing, mortgage advice, and personal protection products. Advice is delivered face-to-face at the Worcester office and remotely by qualified IFAs and mortgage advisers.

Product overview

Financial Advice Centre operates as an independent financial advisory firm offering a comprehensive suite of financial planning services. The core offerings include Investments (portfolio management across global markets), Planning for Retirement (pension strategy and retirement income planning), Tax Planning (including Inheritance Tax Planning as a specific sub-service), Responsible Investing (ESG-focused investment solutions), Mortgages (residential and later-life lending), and Protection (insurance products). The firm also provides access to professional connections including solicitors and accountants. Services are delivered through qualified independent financial advisers supported by operational and administrative teams.

Differentiator

Problem solved

Functional benefit

Products and services

• Investments

Quantifiable outcome

• Assets under management exceeding £500 million
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• W1McoreStrategic or Co-development Partner · 6 May 2026W1M is an investment management firm whose Senior Investment Director, Nersen Pillay, co-hosts the 'Ask the Experts' webinar series with Financial Advice Centre's Managing Director Piers Mepsted. The webinar provides market commentary on investment volatility, diversification, AI-related opportunities, and long-term growth strategies.
• Evelyn PartnerscoreStrategic or Co-development PartnerEvelyn Partners is a wealth management firm. Investment Market Expert Lucy Mitchell from Evelyn Partners participates in the 'Ask the Experts' webinar series, discussing topics including key market trends, Trump presidency impact, AI, and emerging markets alongside Financial Advice Centre's Managing Director.
• RBC Brewin DolphincoreStrategic or Co-development PartnerRBC Brewin Dolphin is an investment management firm. Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, co-hosts Ask the Experts webinars discussing geopolitical events, US elections, AI, and investment market outlook with Financial Advice Centre's Managing Director.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• AFH Wealth Management: AIM-listed UK IFA consolidator providing whole-of-market financial advice to individuals, similar in regulatory positioning and service mix to FAC, though materially larger and acquisitive in scale.
• JM Finn: Privately-held UK investment management and wealth adviser providing discretionary portfolio management and financial planning to individuals; comparable mid-size UK advisory firm with similar target client base.
• Foster Denovo: UK independent financial adviser group offering regulated financial planning, investment, mortgage and protection advice to individuals and businesses — directly comparable service mix to FAC with a similar consolidator growth model.
• LEBC Group: UK independent financial adviser focused on workplace pension and individual financial planning; comparable mid-size IFA with similar FCA-regulated whole-of-market offering to FAC.
• Frenkel Topping Group: AIM-listed UK IFA specialising in personal injury and Court of Protection financial advice; comparable as a publicly traded UK IFA with regulated advisory services and similar AUM scale to FAC.

Broad incumbents

• Rathbones Group: FTSE-listed UK wealth manager providing investment management and financial planning to individuals; broader incumbent whose investment advisory and wealth planning services overlap with FAC's offering.
• Quilter: FTSE-listed UK wealth manager with a national adviser network offering investment, retirement and protection advice; broader incumbent with overlapping service lines and FCA-regulated advisory.
• St. James's Place: UK's largest IFA network with thousands of advisers; overlaps with FAC's whole-of-market advisory model but operates at vastly greater scale and via a tied adviser network rather than an employed model.
• Evelyn Partners: UK wealth management and professional services group (formerly Tilney); provides investment management and financial planning to individuals — overlapping services with FAC, and a known webinar partner.
• Sanlam Wealth UK: UK arm of South Africa-based Sanlam offering wealth management, financial planning and investment advice; broader incumbent with overlapping advisory proposition for UK individuals and families.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/ltd_financial
• Facebookfacebook.com/profile.php?id=100087748867793
• LinkedInlinkedin.com/company/financial-advice-centre-ltd
• Instagraminstagram.com/financialadvicecentre
• TikToktiktok.com/@financialadvicecentre

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Financial Advice Centre