About Competent Adviser
Competent Adviser is a Business Services company based in Dorking (United Kingdom) founded in 2003, and was acquired by Fintel in July 2023. Business consulting services are provided for technology and financial industries. The company has 5 employees. Its website competentadviser.com draws about 17 thousand monthly visits. Competent Adviser offers products and services including Competency Testing, Learning Platform, Reporting Tool, CPD Monitoring, and Training Programs. Its focus areas include Management Consulting Services and Horizontal. Its legal entity is COMPETENT ADVISER LIMITED.
Company details
Competent Adviser was founded in 2003 and is based in Dorking, United Kingdom. Consulting services in business operations are offered to sectors including technology, finance, and others. Guidance on strategy, management, and industry-specific challenges is delivered through tailored advisory approaches. The firm is led by Managing Director Gillian Tait, with a focus on practical solutions for client needs across these areas.
- Headquarters Dorking, United Kingdom
- Employees 5
- Stage Acquired
- SectorsBusiness Services
- Email••••••••
- Phone•••• ••••
- Website competentadviser.com
- Social LinkedIn
- Acquired by Fintel (Jul 2023)
- Legal Name Competent Adviser Limited
- Date of Incorporation 10 Mar, 2003
- Jurisdiction EPSOM, SURREY
Products & Services of Competent Adviser
Competent Adviser offers a comprehensive portfolio of products and services, including Competency Testing, Learning Platform, Reporting Tool, CPD Monitoring, and Training Programs.
Platform for assessing staff skills in financial services compliance.
Tailor-made solutions for bespoke knowledge and professional development.
System for in-depth management reporting on staff competency.
Facility to track and demonstrate ongoing professional development.
Examination and regulatory training for financial sector staff.
Expert projects for compliance and development needs.
Investors in Competent Adviser
Competent Adviser has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Fintel.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment research tools are provided for tracking funds and securities. | 2015 | fintel.io | Los Angeles, United States |
Investor details for Competent Adviser
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People of Competent Adviser
1 people are tracked at Competent Adviser (1 in leadership); the tracked headcount is 5.
| Name | Role | Group |
|---|---|---|
Gillian Tait | Managing Director | Leadership |
Complete people profiles for Competent Adviser
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Timeline of Competent Adviser
2 dated milestones of Competent Adviser across 20 years, from founding to its latest funding, stage changes and deals.
- Founded Competent Adviser is founded.
- Exit Acquired by Fintel.
Web traffic of Competent Adviser
The website of Competent Adviser (competentadviser.com) receives about 16.9K visits a month.
- Monthly visits16.9K
▲ 19.7% vs previous month
Websites whose visitors overlap most with Competent Adviser. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| allregs.com | 100% | 23.1K | #907,645 | View details | |
| intelligent-office.net | 80% | #1,329,005 | View details | ||
stonewaysinsurance.co.uk | stonewaysinsurance.co.uk | 55% | – | ||
| whatinvestment.co.uk | 52% | 1.1K | #14,738,980 | View details | |
| jbrearley.co.uk | 48% | #6,818,966 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for Competent Adviser
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Top companies in Professional Consulting & Advisory
2 companies that operate in the same segment as Competent Adviser (Professional Consulting & Advisory) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Diversified financial services are provided across global markets. | 1690 | London, England, United Kingdom | USD 73.54 B | 91,300 | ||
Global leaders in TMT management consulting. | 1985 | London, England, United Kingdom | USD 21.58 M |
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Related news about Competent Adviser
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Frequently Asked Questions about Competent Adviser
Competent Adviser was founded in 2003.
Competent Adviser is headquartered in Dorking, United Kingdom. It is registered at Dorking, Surrey, United Kingdom.
Competent Adviser has 5 employees.
Competent Adviser was founded in 2003 and is based in Dorking, United Kingdom. Consulting services in business operations are offered to sectors including technology, finance, and others. Guidance on strategy, management, and industry-specific challenges is delivered through tailored advisory approaches. The firm is led by Managing Director Gillian Tait, with a focus on practical solutions for client needs across these areas.
Competent Adviser offers Competency Testing, Learning Platform, Reporting Tool, CPD Monitoring, and 2 more products and services.
Competent Adviser has 1 investor. Key investors include Fintel.
Competent Adviser operates through Competent Adviser Limited.
Yes. Competent Adviser was acquired by Fintel in July 2023.