IFIND FINANCIAL SOLUTIONS LTD

What IFIND FINANCIAL SOLUTIONS LTD does

iFind Financial Solutions Ltd is a privately held, FCA-authorised financial advisory firm based in Consett, Durham, England (company no. 11030358, FCA reference 795695). The firm provides financial advice to two principal customer segments: individuals and families seeking mortgages and personal protection, and small to medium businesses seeking business protection and commercial insurance solutions. Its service offering is structured around three core product categories — Mortgages, Protection (life protection, income protection, critical illness, and business protection), and General Insurance (buildings and contents). Within each category, the firm offers a defined set of sub-products: mortgage repayment types and rate products (fixed, tracker, discount, standard variable) sourced from banks, building societies, and niche lenders; life assurance products (Level Term, Decreasing Term, Family Income Benefit, Critical Illness); and income protection and accident, sickness & unemployment (ASU) policies. The firm acts as an intermediary, connecting clients with product providers and lenders rather than underwriting risk itself.

The business operates on a traditional, relationship-driven advisory model. Revenue is generated through advisory fees and/or commissions from product providers and lenders, as disclosed in the firm's Privacy Policy. The go-to-market is sales-led and direct: clients are reached through phone, email, a website contact form, and in-person or remote consultations at the Consett office. Marketing is unsophisticated, relying on direct contact channels and local community presence rather than paid advertising, content marketing, or social media campaigns. No proprietary technology platform, mobile application, or API is disclosed; the firm uses third-party tools including 'The Key' (MBL) for client portal access and Google Analytics for site tracking.

The firm maintains a single UK office in Consett, with no disclosed geographic expansion, no funding rounds, no institutional investors, no M&A activity, and no public ownership structure. The leadership team and headcount are not publicly disclosed. Service breadth is modest and stable, with no evidence of recent product expansion or strategic repositioning. Operationally, the firm appears to be a small, community-rooted advisory practice competing on local trust and adviser experience rather than scale, technology, or product differentiation.

Name

IFIND FINANCIAL SOLUTIONS LTD

Legal name

iFind Financial Solutions Ltd

Website

https://ifindfs.co.uk

Company type

Private

Founded year

2017

Operating status

Operating

Short description

iFind Financial Solutions Ltd is a privately held, FCA-authorised financial advisory firm based in Consett, Durham, providing mortgage, protection, and general insurance advice to UK individuals, families, and small businesses.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Insurance Agencies and Brokerages (52421), Mortgage and Nonmortgage Loan Brokers (522310), Portfolio Management and Investment Advice (523940)

SIC

Insurance Agents, Brokers & Service (6411), Loan Brokers (6163), Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

Keywords

• Financial advisory services
• Mortgage brokerage
• Insurance brokerage
• Protection planning
• Personal financial advice

Headquarters

HQ city

Consett

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: The firm provides financial advice to individuals and businesses on mortgages, protection (life insurance, income protection, critical illness), and general insurance. Revenue is generated through advisory fees and/or commissions from product providers and lenders as disclosed in the Privacy Policy.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

iFind Financial Solutions Ltd is a UK-based financial advisory firm providing personalised advice on mortgages, protection products (life insurance, income protection, critical illness, business protection) and general insurance (buildings and contents). The firm acts as an intermediary connecting clients with mortgage lenders and insurance providers, developing practical financial plans tailored to individual and business circumstances across its Consett, Durham office.

Product overview

iFind Financial Solutions Ltd operates as a financial advisory firm offering a unified suite of advisory services rather than a software platform. The core offering comprises three main product categories: Protection Services (including life protection options, income protection options, and business protection), Mortgages (encompassing mortgage products and mortgage advisory), and General Insurance (focusing on home buildings and contents insurance). These services are designed to help individuals and businesses achieve their financial goals through practical planning and tailored solutions. The company acts as an intermediary, connecting clients with product providers and lenders to arrange suitable financial products.

Differentiator

Problem solved

Functional benefit

Products and services

• Protection Services

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Scale indicators1 record

Recent moves4 records

Expansion highlights2 records

Others

• SimplyBiz Group: UK compliance, technology, and support services provider to independent financial advisers; comparable ecosystem participant given iFind's use of MBL's 'The Key' client portal and FCA compliance overhead.
• NewLeaf Distribution: UK mortgage and protection network supporting appointed representative adviser firms with compliance, marketing, and lender access; comparable in supporting small advisory firms similar to iFind.

Direct peers

• L&C (London & Country Mortgages): UK fee-free mortgage broker and protection adviser serving consumers nationally; directly comparable product set (mortgage broking plus protection cross-sell) with a contrasting digital-first, fee-free model.
• Mortgage Advice Bureau: UK national mortgage and protection advisory network offering intermediary advice on mortgages, insurance, and protection products — directly comparable to iFind's core mortgage and protection advisory offering, though at much larger scale.

Broad incumbents

• Openwork Partnership: Large UK financial advice network supporting hundreds of advisory firms across mortgages, protection, and wealth; comparable in product breadth and intermediary model, though operating at network scale rather than single-office.
• St. James's Place: Major UK wealth manager with a large partner adviser network offering protection, mortgage, and financial planning services; comparable end-customer value proposition but materially larger and brand-led.
• Lighthouse Group: UK-listed financial advisory and wealth management group offering mortgage, protection, and investment advice through its adviser network; comparable product mix and intermediary business model.
• Quilter: UK wealth manager and financial adviser network providing advice on investments, protection, and retirement; comparable holistic financial planning offering but at significantly larger scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

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 IFIND FINANCIAL SOLUTIONS LTD