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Home Financial Advising & Planning Stocks Portfolio Management United Kingdom

Top Stock Portfolio Management Services in the United Kingdom

Ratings Updated: April 1, 2026
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0 Leaders 15 Contenders

20 Companies

Region: United Kingdom
Financial Advising & Planning: Stocks Portfolio Management

List of the Top United Kingdom Stock Portfolio Management Companies

  • Mint Financial Services Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    10 - 49
    Old Sarum, England

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    15% Stocks Portfolio Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Wealth & Asset Management
    10% Actuarial Services

    Mint Financial Services is a Financial Advising & Planning company. Founded in 2019, their team focuses on Financial Advising & Planning.

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  • CoCredo Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Great Missenden, England

    Services provided

    20% Financial Advising & Planning
    80% Accounting

    Focus Areas

    15% Stocks Portfolio Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Wealth & Asset Management
    10% Actuarial Services

    CoCredo is an Accounting company. In Great Missenden, England, the team specializes in Accounting and Financial Advising & Planning.

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  • Fast Growth Consulting Ltd Logotype

    Not yet reviewed

    $5,000+
    $150 - $199 / hr
    2 - 9
    Wallington, England

    Services provided

    33% Financial Advising & Planning
    33% Funding & Investment
    20% Financial Consulting +2
    7% Accounting
    7% Commercial Financing

    Focus Areas

    15% Stocks Portfolio Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Securities Brokerage
    15% Wealth & Asset Management
    10% Retirement Planning

    Fast Growth Consulting Ltd is a small Financial Advising & Planning company launched in 2019. Their team focuses on Financial Advising & Planning and Funding & Investment.

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  • Business Finance House Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Deeside, Wales

    Services provided

    20% Financial Advising & Planning
    60% Commercial Financing
    20% Financial Consulting

    Focus Areas

    80% Stocks Portfolio Management
    20% Actuarial Services

    Business Finance House is a Commercial Financing company. They were established in 2020, and their services include Commercial Financing and Financial Advising & Planning.

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  • Penda Financial Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Wallsend, England

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    15% Stocks Portfolio Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Wealth & Asset Management
    10% Securities Brokerage

    Penda Financial Management is a Financial Advising & Planning company launched in 2019. Their services include Financial Advising & Planning.

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  • Carleys Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Chatham, England

    Services provided

    30% Financial Advising & Planning
    40% Accounting
    15% Business Valuation Services +1
    15% Financial Consulting

    Focus Areas

    15% Stocks Portfolio Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Wealth & Asset Management
    10% Actuarial Services

    Carleys is a small Accounting company. Launched in 1950, the team offers Accounting and Financial Advising & Planning.

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  • Accountancy Enterprise Ltd Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    2 - 9
    Hayes, England

    Services provided

    35% Financial Advising & Planning
    35% Accounting
    30% Tax Law

    Focus Areas

    15% Stocks Portfolio Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Securities Brokerage
    15% Wealth & Asset Management
    10% Retirement Planning

    Accountancy Enterprise Ltd is an Accounting company. Launched in 2023, the company is based in Hayes, England. Their team focuses on Accounting and Financial Advising & Planning.

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  • CRV Gudka & CO Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    London, England

    Services provided

    30% Financial Advising & Planning
    60% Accounting
    10% Tax Law

    Focus Areas

    50% Stocks Portfolio Management
    50% Actuarial Services

    CRV Gudka & CO is an Accounting company. Established in 2023, the company is in London, England. Their team provides Accounting and Financial Advising & Planning.

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  • Cottons Group Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    50 - 249
    Daventry, England

    Services provided

    25% Financial Advising & Planning
    40% Accounting
    15% Business Valuation Services +2
    15% Finance & Accounting Outsourcing (FAO)
    5% Commercial Financing

    Focus Areas

    10% Stocks Portfolio Management
    50% Wealth & Asset Management
    35% Retirement Planning +1
    5% Debt Consulting

    Cottons Group is an Accounting company. They were launched in 1983, and their services include Accounting and Financial Advising & Planning.

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  • Khoob Consultancy Ltd. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    london, England

    Services provided

    25% Financial Advising & Planning
    55% Accounting
    20% Financial Consulting

    Focus Areas

    40% Stocks Portfolio Management
    20% Debt Consulting
    20% Mortgage & Loan Brokerage +1
    20% Wealth & Asset Management

    Accounting company Khoob Consultancy Ltd. Was established in 2013. The team provides Accounting and Financial Advising & Planning and is located in london, England.

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  • Cleartax Solutions Ltd. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Birmingham, England

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Finance & Accounting Outsourcing (FAO) +1
    25% Financial Consulting

    Focus Areas

    20% Stocks Portfolio Management
    35% Securities Brokerage
    10% Actuarial Services +4
    10% Debt Consulting
    10% Retirement Planning
    10% Wealth & Asset Management
    5% Mortgage & Loan Brokerage

    Cleartax Solutions Ltd. Is a Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting and were founded in 2016.

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  • Sterling Wells Accountants Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Services provided

    30% Financial Advising & Planning
    35% Accounting
    35% Tax Law

    Focus Areas

    15% Stocks Portfolio Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Wealth & Asset Management
    10% Securities Brokerage

    Launched in 2018, Sterling Wells Accountants is a midsize London, England-based Accounting company. Their team provides Accounting and Tax Law.

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  • Star Sterling Outsource Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Hockley Heath, England

    Services provided

    20% Financial Advising & Planning
    80% Accounting

    Focus Areas

    15% Stocks Portfolio Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Wealth & Asset Management
    10% Actuarial Services

    Star Sterling Outsource is an Accounting company founded in 2015. The company focuses on Accounting and Financial Advising & Planning.

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  • Optima accountants Ltd Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    2 - 9
    Cardiff, Wales

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Business Consulting

    Focus Areas

    15% Stocks Portfolio Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Wealth & Asset Management
    10% Actuarial Services

    Optima accountants Ltd is an Accounting company. Their small team is in Cardiff, Wales. Their services include Accounting and Business Consulting.

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  • IBISS & CO Limited Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Barking, England

    Services provided

    10% Financial Advising & Planning
    30% Accounting
    20% Real Estate Law +4
    15% Tax Law
    10% Corporate Law
    10% Financial Consulting
    5% Finance Law

    Focus Areas

    20% Stocks Portfolio Management
    40% Wealth & Asset Management
    25% Mortgage & Loan Brokerage +1
    15% Retirement Planning

    IBISS & CO Limited is an Accounting company. The London, England-based firm provides Accounting and Real Estate Law.

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    Barking, England

    48 Cambridge Road
    Barking, England IG11 8NW

    6 - 9

    0203 393 1654

    See All Locations (2)
    View Profile
  • Ola Accountancy Logotype

    Not yet reviewed

    Undisclosed
    $50 - $99 / hr
    2 - 9
    Luton, England

    Services provided

    20% Financial Advising & Planning
    60% Accounting
    20% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    10% Stocks Portfolio Management
    25% Wealth & Asset Management
    20% Mortgage & Loan Brokerage +4
    15% Debt Consulting
    10% Actuarial Services
    10% Retirement Planning
    10% Securities Brokerage

    Founded in 2023, Ola Accountancy, a small Accounting company, is in Luton, England. Their services include Accounting and Finance & Accounting Outsourcing (FAO).

    Read more
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  • SFC Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Northwich, England

    Services provided

    40% Financial Advising & Planning
    30% Business Valuation Services
    30% Funding & Investment

    Focus Areas

    20% Stocks Portfolio Management
    60% Wealth & Asset Management
    20% Securities Brokerage

    Small Financial Advising & Planning company SFC Capital, is located in Northwich, England. The team provides Financial Advising & Planning and Business Valuation Services.

    Read more
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  • Mouktaris & Co Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    London, England

    Services provided

    20% Financial Advising & Planning
    40% Accounting
    20% Business Consulting +1
    20% Financial Consulting

    Focus Areas

    40% Stocks Portfolio Management
    40% Debt Consulting
    20% Securities Brokerage

    Mouktaris & Co, an Accounting company, was launched in 1979. They specializes in Accounting and Business Consulting.

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  • Progeny Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Leeds, England

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2
    20% Commercial Financing
    20% Financial Consulting

    Focus Areas

    20% Stocks Portfolio Management
    20% Debt Consulting
    20% Mortgage & Loan Brokerage +2
    20% Securities Brokerage
    20% Wealth & Asset Management

    Progeny is a Business Consulting company. The Leeds, England-based firm was established in 2016. Their team offers Business Consulting and Commercial Financing.

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  • Bates Weston Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Derby, England

    Services provided

    20% Financial Advising & Planning
    40% Accounting
    20% Financial Consulting +1
    20% Funding & Investment

    Focus Areas

    20% Stocks Portfolio Management
    40% Wealth & Asset Management
    20% Debt Consulting +1
    20% Securities Brokerage

    Bates Weston is a small Accounting company located in Derby, England. The team provides Accounting and Financial Advising & Planning.

    Read more
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List of the Top United Kingdom Stock Portfolio Management Companies

  1. Mint Financial Services Logotype

    Mint Financial Services

    $1,000+
    Undisclosed
    10 - 49
    Old Sarum, England

    Ability to deliver

    8.2/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    15% Stocks Portfolio Management
    View Profile Visit Website
  2. CoCredo Logotype

    CoCredo

    $1,000+
    $25 - $49 / hr
    10 - 49
    Great Missenden, England

    Ability to deliver

    9.2/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    7.1/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    15% Stocks Portfolio Management
    80% Other
    View Profile Visit Website
  3. Fast Growth Consulting Ltd Logotype

    Fast Growth Consulting Ltd

    $5,000+
    $150 - $199 / hr
    2 - 9
    Wallington, England

    Ability to deliver

    8.4/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    6.3/10 Market Presence

    Service focus

    33% Financial Advising & Planning
    15% Stocks Portfolio Management
    67% Other
    View Profile Visit Website
  4. Business Finance House Logotype

    Business Finance House

    Undisclosed
    Undisclosed
    10 - 49
    Deeside, Wales

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Stocks Portfolio Management
    80% Other
    View Profile Visit Website
  5. Penda Financial Management Logotype

    Penda Financial Management

    Undisclosed
    Undisclosed
    10 - 49
    Wallsend, England

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    15% Stocks Portfolio Management
    View Profile Visit Website
  6. Carleys Logotype

    Carleys

    Undisclosed
    Undisclosed
    10 - 49
    Chatham, England

    Ability to deliver

    7.5/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    15% Stocks Portfolio Management
    70% Other
    View Profile Visit Website
  7. Accountancy Enterprise Ltd Logotype

    Accountancy Enterprise Ltd

    $1,000+
    $25 - $49 / hr
    2 - 9
    Hayes, England

    Ability to deliver

    7.2/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    35% Financial Advising & Planning
    15% Stocks Portfolio Management
    65% Other
    View Profile Visit Website
  8. CRV Gudka & CO Logotype

    CRV Gudka & CO

    Undisclosed
    Undisclosed
    2 - 9
    London, England

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    50% Stocks Portfolio Management
    70% Other
    View Profile Visit Website
  9. Cottons Group Logotype

    Cottons Group

    $1,000+
    Undisclosed
    50 - 249
    Daventry, England

    Ability to deliver

    6.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    7/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    10% Stocks Portfolio Management
    75% Other
    View Profile Visit Website
  10. Khoob Consultancy Ltd. Logotype

    Khoob Consultancy Ltd.

    Undisclosed
    Undisclosed
    2 - 9
    london, England

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    40% Stocks Portfolio Management
    75% Other
    View Profile Visit Website
  11. Cleartax Solutions Ltd. Logotype

    Cleartax Solutions Ltd.

    Undisclosed
    Undisclosed
    10 - 49
    Birmingham, England

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    20% Stocks Portfolio Management
    75% Other
    View Profile Visit Website
  12. Sterling Wells Accountants Logotype

    Sterling Wells Accountants

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    15% Stocks Portfolio Management
    70% Other
    View Profile Visit Website
  13. Star Sterling Outsource Logotype

    Star Sterling Outsource

    Undisclosed
    Undisclosed
    10 - 49
    Hockley Heath, England

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    15% Stocks Portfolio Management
    80% Other
    View Profile Visit Website
  14. Optima accountants Ltd Logotype

    Optima accountants Ltd

    $1,000+
    $50 - $99 / hr
    2 - 9
    Cardiff, Wales

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    15% Stocks Portfolio Management
    75% Other
    View Profile Visit Website
  15. IBISS & CO Limited Logotype

    IBISS & CO Limited

    Undisclosed
    Undisclosed
    10 - 49
    Barking, England

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    20% Stocks Portfolio Management
    90% Other
    View Profile Visit Website

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