Streets Financial Consulting
- Company typePrivate
- Founded-
- HeadquartersLincoln, United Kingdom
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Streets Financial Consulting firmographics
Firmographics- Name
- Streets Financial Consulting
- Legal name
- Streets Financial Consulting Ltd
- Website
- https://sfcplc.co.uk
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Streets Financial Consulting industry classification
Industry- Product category
- Independent Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Fee-Only Advisory (FSAEAAAL)
Keywords
Where Streets Financial Consulting is headquartered
LocationHeadquarters
- HQ city
- Lincoln
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Streets Financial Consulting business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Services: Revenue is generated through fees for financial advisory services, including financial planning, investment planning, retirement planning, inheritance tax mitigation, family and corporate protection, and long term care planning. The firm operates as an independent financial adviser regulated by the FCA.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Bespoke financial advisory services with tailored pricing |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Streets Financial Consulting product offering
Product offeringCore offering
Streets Financial Consulting is an independent financial advisory firm providing regulated advice and planning services across six core pillars: Financial Planning, Savings & Investments, Pensions & Retirement Planning, Wealth Management, Taxation, and Protection (personal and business). The firm delivers fee-based, human-mediated advisory services to individuals, business owners, trustees, and attorneys across the UK, with bespoke plans covering investments, retirement, tax mitigation, and insurance products.
Product overview
Streets Financial Consulting is a financial advisory firm offering a comprehensive suite of services organized into six main pillars: Financial Planning (core advisory service), Savings & Investments (including ISAs, bonds, unit trusts, OEICs, investment trusts, and fixed interest products), Pensions & Retirement Planning (covering personal pensions, SIPP, SSAS, annuities, income drawdown, and workplace pensions including NEST and auto-enrolment), Wealth Management (relationship management, trusts, and lasting power of attorney), Taxation Services (income tax, capital gains tax, and inheritance tax planning), and Protection (personal protection including life assurance, income protection, critical illness, and private medical insurance, plus business protection including key person insurance, share protection, and professional indemnity). The firm operates as a service-based advisory rather than a technology platform, providing independent financial advice across the UK through regulated advisers.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Professional financial planning service that helps individual clients realise their ambitions through comprehensive analysis of personal circumstances, goal-setting, and personalised financial plans delivered by FCA-regulated advisers.
- Savings & Investments Comprehensive savings and investment advisory covering ISAs, capital investment bonds, offshore collectives, equities, collective investments, unit trusts, OEICs, investment trusts, junior ISAs, national savings products, and fixed interest investments to help clients grow their wealth tax-efficiently.
- Pensions & Retirement Planning Retirement planning services including personal pensions, stakeholder pensions, SIPP, SSAS, executive pension plans, annuities, income drawdown, occupational pensions, NEST, state pension, and long-term care planning to help clients prepare financially for retirement.
- Wealth Management Comprehensive wealth management including relationship management, trust structuring and administration guidance, and lasting power of attorney arrangements for high-net-worth individuals and families across the UK.
- Taxation Services Tax planning and advisory covering income tax planning, capital gains tax planning, and inheritance tax mitigation strategies to minimise tax liabilities for individuals and families.
- Personal Protection Personal protection products including life assurance, family income benefit, income protection, private medical insurance, and critical illness cover to protect individuals and families from unforeseen events.
- Business Protection Business insurance products protecting companies from loss due to death or illness of key personnel, including key person insurance, share protection, directors' and staff benefits, relevant life cover, income protection insurance, employers' liability, and professional indemnity insurance.
Companies that use Streets Financial Consulting
Customer profileSegments3 records
Ideal customer profiles3 records
Streets Financial Consulting technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Streets Financial Consulting partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Streets Financial Consulting competitors and assessment
Company assessmentBroad incumbents
- Rathbones Group: UK-listed discretionary investment manager and wealth planner serving individuals, trustees, and business owners. Comparable to Streets in wealth management, investment advisory, and inheritance tax planning, though at significantly larger scale and with a focus on discretionary portfolios.
- St. James's Place: Largest UK wealth manager operating through a national partner-adviser network. Comparable to Streets as a UK advice-led wealth and retirement planner, though materially larger and structured around tied partners rather than fully independent advisers.
- Quilter: UK wealth manager offering advice, investments, and retirement products through a national adviser network. Comparable to Streets as a UK financial planning and investment business serving individuals and business owners, but at much greater scale.
- Brewin Dolphin (now RBC Brewin Dolphin): UK wealth manager providing investment management and financial planning to private clients, charities, and intermediaries. Comparable to Streets as a UK advisory offering across investment, retirement, and protection planning, but operating nationally at much greater scale.
- Evelyn Partners: UK wealth management and professional services firm offering financial planning, investment management, and tax advice. Comparable to Streets as a full-service UK adviser for individuals and business owners, with overlap in tax, investment, and retirement planning.
Direct peers
- Foster Denovo: UK IFA support group providing compliance, technology, and investment solutions to a network of directly authorised advisers. Comparable to Streets as a UK independent financial adviser serving individuals and business owners, with similar firmographic scale.
- Sanlam UK: UK wealth advisory business supporting a network of independent financial advisers with financial planning, investment, and protection services. Directly comparable to Streets as an FCA-regulated UK IFA offering holistic advice to individuals and business owners.
- Ascot Lloyd: National UK financial adviser offering financial planning, investment, and retirement advice to individuals and business owners across regional offices. Comparable to Streets as a UK IFA with similar product breadth and a multi-adviser model, though with greater geographic spread.
- Whitechurch Network: UK IFA support and investment services business backing directly authorised financial advisers. Comparable to Streets as an FCA-regulated UK IFA offering financial planning, investments, pensions, and protection to individuals and businesses.
Emerging players
- True Potential: Technology-enabled UK wealth management and IFA support platform combining adviser-led service with a proprietary digital investment platform. Comparable to Streets as a UK advice business serving retail investors, but differentiated by its vertically integrated technology platform that Streets lacks.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Streets Financial Consulting social profiles
Digital presenceStreets Financial Consulting compliance and trust
Trust signalCompliance1 record
Streets Financial Consulting financial estimates
Financial estimateRevenue estimate
Valuation estimate
Streets Financial Consulting leadership team
Management profileNumber of profiles
Streets Financial Consulting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Streets Financial Consulting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Streets Financial Consulting
What does Streets Financial Consulting do?
Streets Financial Consulting is an independent financial advisory firm providing regulated advice and planning services across six core pillars: Financial Planning, Savings & Investments, Pensions & Retirement Planning, Wealth Management, Taxation, and Protection (personal and business). The firm delivers fee-based, human-mediated advisory services to individuals, business owners, trustees, and attorneys across the UK, with bespoke plans covering investments, retirement, tax mitigation, and insurance products.
Is Streets Financial Consulting a public or private company?
Streets Financial Consulting is a private company. It is classified as unknown and is currently operating.
When was Streets Financial Consulting founded?
Streets Financial Consulting was founded in -1. It employs 11 to 50 people.
Where is Streets Financial Consulting based?
Streets Financial Consulting is headquartered in Lincoln, United Kingdom, in the Europe region.
How does Streets Financial Consulting make money?
One revenue line is on record: financial Advisory Services.
Who are Streets Financial Consulting's main competitors?
Broad incumbents on record are Rathbones Group, St. James's Place, Quilter, Brewin Dolphin (now RBC Brewin Dolphin) and Evelyn Partners. Direct peers are Foster Denovo, Sanlam UK, Ascot Lloyd and Whitechurch Network. True Potential is listed as an emerging player.
Does Streets Financial Consulting have an API?
No public API is recorded for Streets Financial Consulting.
What industry is Streets Financial Consulting in?
Streets Financial Consulting's product category is Independent Financial Advisory. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 523940 and its SIC code is 6282.