Claisse St. Vincent

Financial Advisory Servicesclaissestvincent.co.uk

Claisse St. Vincent is a UK-based mortgage and financial advisory services provider founded in 1992 in Southampton, serving clients through a small team of 1-10 employees.

Company typePrivate
Founded2001
HeadquartersSouthampton, United Kingdom
Headcount1–10
GTM typeB2C
OfferingServices

What Claisse St. Vincent does

Claisse St. Vincent is a private, for-profit mortgage and financial advisory services provider headquartered in Southampton, United Kingdom. Founded in 1992, the firm operates with a small team of 1-10 employees and serves clients in the UK market through its website at claissestvincent.co.uk. The firm's offering is described at a category level only: mortgage advisory and broader financial advisory services, without further product-line or fee-structure detail in the input data.

The available source material does not disclose Claisse St. Vincent's specific product set, customer segmentation, pricing model, technology stack, regulatory standing, leadership team, or revenue mechanics. There is no information on funding history, M&A activity, partnerships, awards, patents, or third-party validation. No financial figures (revenue, AUM, transaction volume, client count) are provided for the entity; the £11bn AUM figure cited in the source material is explicitly attributed to AFH Financial Group companies and does not apply to Claisse St. Vincent.

Because the bulk of the source input concerns AFH Wealth Management (a separately constituted UK wealth manager) rather than Claisse St. Vincent, this description is necessarily limited to the firmographic anchors supplied. The firm appears to be a long-standing, small-scale independent advisory operator, with no documented offensive or defensive strategic moves beyond its 1992 establishment.

Claisse St. Vincent firmographics

Firmographics

Name: Claisse St. Vincent
Legal name: AFH Independent Financial Services Limited
Website: https://claissestvincent.co.uk
Company type: Private
Founded year: 2001
Operating status: Operating
Headcount range: 1–10 employees
Short description: Claisse St. Vincent is a UK-based mortgage and financial advisory services provider founded in 1992 in Southampton, serving clients through a small team of 1-10 employees.
Ownership category
akta.pro rank

Claisse St. Vincent industry classification

Industry

Product category: Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Mortgage Bankers & Loan Correspondents (6162), Investment Advice (6282)
akta.pro primary industry: Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

Mortgage advisory services
Financial advisory services
Mortgage planning
Personal financial advice
UK advisory firm

Where Claisse St. Vincent is headquartered

Location

Headquarters

HQ city: Southampton
HQ country: United Kingdom
HQ region: Europe

Offices2 records

Markets served

Claisse St. Vincent business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations

Revenue model

Financial Planning & Advisory Services: Fee-based financial planning services including retirement planning, inheritance tax planning, protection planning, tax planning, and mortgage planning. Revenue generated through advisory fees.
Investment Management Services: Investment management services with an investment committee overseeing portfolio strategies. Revenue generated through management fees on assets under management.

Pricing tiers

Model	Billing	Price
Other	Pay-as-you-go	Initial consultation - free and no obligation

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Claisse St. Vincent product offering

Product offering

Core offering

Claisse St. Vincent is a provider of mortgage and financial advisory services based in Southampton, United Kingdom. The firm advises individual clients on mortgage-related decisions and broader personal financial planning matters. Founded in 1992 and operating with 1-10 employees, the company delivers advice on a boutique, localized basis rather than through scaled digital platforms.

Differentiator

Problem solved

Functional benefit

Products and services

Mortgage Advisory Services
Financial Advisory Services

Companies that use Claisse St. Vincent

Customer profile

Segments2 records

Ideal customer profiles1 record

Claisse St. Vincent technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature1 record

Claisse St. Vincent partnerships and signals

Strategic signal

Scale indicators3 records

Recent moves1 record

Claisse St. Vincent competitors and assessment

Company assessment

Direct peers

Lighthouse Group: UK financial adviser and mortgage network supporting directly authorised advisers. Closely comparable business model — providing the infrastructure, compliance, and product access used by individual mortgage and financial advisers in the UK.
AFH Financial Group: UK financial planning and wealth management group with a national adviser network offering mortgage planning, retirement, inheritance tax, and investment management. Closely comparable business mix to Claisse St. Vincent, though materially larger in scale.
True Potential: UK financial adviser and wealth management business combining financial planning with a proprietary technology platform (impulseSave, etc.). Comparable in offering combined mortgage/advice services to UK consumers, with a heavier technology tilt.
Personal Touch Financial Services: UK support services and mortgage/IFA network. Directly comparable as a support platform for UK mortgage and financial advisers, enabling smaller firms to access compliance, technology, and provider panels.
Sense Network (Sesame): UK mortgage and financial advice network providing back-office, compliance, and product support to appointed representatives. Directly comparable infrastructure for small mortgage and IFA firms in the UK.

Broad incumbents

Openwork Partnership: Large UK advice network supporting mortgage and financial advisers. Comparable because it serves the same adviser/mortgage segment and offers a route for small IFA firms to plug into a larger infrastructure.
Hargreaves Lansdown: UK's largest direct-to-consumer investment platform with associated advice services. Adjacent comparison point: serves UK individuals seeking investment and pension products, though it is a platform rather than an advice-led practice.
St. James's Place: One of the largest UK wealth management groups, providing financial advice and investment management to individuals. Comparable because it targets UK mass-affluent clients seeking financial planning, but operates at vastly greater scale.
Quilter: UK wealth management and financial advisory business with a large adviser network. Comparable as a UK-focused advisory and wealth-management platform, though materially larger in scale.

Regional players

Informed Financial Solutions: Small UK directly-authorised mortgage and financial adviser practice. Comparable as a similarly sized IFA/mortgage firm operating in the UK regional advice market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

Claisse St. Vincent financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Claisse St. Vincent leadership team

Management profile

Number of profiles

Claisse St. Vincent subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Claisse St. Vincent funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Claisse St. Vincent M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Claisse St. Vincent

What does Claisse St. Vincent do?

Is Claisse St. Vincent a public or private company?

Claisse St. Vincent is a private company. It is classified as unknown and is currently operating.

When was Claisse St. Vincent founded?

Claisse St. Vincent was founded in 2001. It employs 1 to 10 people.

Where is Claisse St. Vincent based?

Claisse St. Vincent is headquartered in Southampton, United Kingdom, in the Europe region.

How does Claisse St. Vincent make money?

Two revenue lines are on record. Financial Planning & Advisory Services are the primary driver. The others are investment Management Services.

Who are Claisse St. Vincent's main competitors?

Direct peers on record are Lighthouse Group, AFH Financial Group, True Potential, Personal Touch Financial Services and Sense Network (Sesame). Broad incumbents are Openwork Partnership, Hargreaves Lansdown, St. James's Place and Quilter. Informed Financial Solutions is listed as a regional player.

Does Claisse St. Vincent have an API?

No public API is recorded for Claisse St. Vincent.

What industry is Claisse St. Vincent in?

Claisse St. Vincent's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family). Its NAICS code is 523940 and its SIC code is 6162.