About Financial Concepts
Financial Concepts is a Financial Services company based in Hertford (United Kingdom) founded in 1984, and was acquired by Fairstone in May 2022. Provider of financial advisory services. Its focus areas include Asset Management and Financial Advisors. Its competitors include Quilter, 7IM and Ascot Lloyd.
Company details
Financial Concepts was established in 1984 in Hertford, United Kingdom, within the financial sector. Advisory services are delivered to clients seeking guidance on investments, planning, and related matters. Operations are centered in the UK, with an online presence maintained via financialconcepts.co.uk. Consultations are tailored to individual and corporate requirements, ensuring compliance with regulatory standards. The focus remains on objective financial strategies without additional product sales.
- Headquarters Hertford, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Website financialconcepts.co.uk
- Acquired by Fairstone (May 2022)
Investors in Financial Concepts
Financial Concepts has secured backing from 1 investor. Prominent investors backing the company include Fairstone.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified lending services are offered by Fairstone as an NBFI. | 1923 | fairstone.ca | Montreal, Canada |
Investor details for Financial Concepts
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Financial Concepts
2 dated milestones of Financial Concepts across 38 years, from founding to its latest funding, stage changes and deals.
- Founded Financial Concepts is founded.
- Exit Acquired by Fairstone.
Competitors of Financial Concepts
Financial Concepts has 3 listed competitors in our database. They include Quilter, 7IM and Ascot Lloyd.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| quilter.com | 2018 | London, United Kingdom | 3,054 | Quilter is engaged in providing financial advice and investment management. | ||
| 7im.co.uk | 2002 | London, United Kingdom | Investment management and financial planning services are provided by 7IM. | |||
| ascotlloyd.co.uk | 2004 | Reading, United Kingdom | Provider of financial advisory services |
Detailed competitors of Financial Concepts
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Financial Concepts
Websites that share an audience with Financial Concepts (financialconcepts.co.uk).
Websites whose visitors overlap most with Financial Concepts. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
hcfinancialsolutions.co.uk | hcfinancialsolutions.co.uk | 100% | – | ||
| scottishwidows.co.uk | 99% | 1.1M | #38,391 | View details | |
taylortaylor.co.uk | taylortaylor.co.uk | 63% | #8,202,156 | – | |
manulife.ca | manulife.ca | 62% | #8,063 | – |
Top companies in Asset Management
3 companies that operate in the same segment as Financial Concepts (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Financial Concepts
Complete news archive for Financial Concepts
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Financial Concepts
Financial Concepts was founded in 1984.
Financial Concepts is headquartered in Hertford, United Kingdom. It is registered at Hertford, Hertfordshire, United Kingdom.
Financial Concepts was established in 1984 in Hertford, United Kingdom, within the financial sector. Advisory services are delivered to clients seeking guidance on investments, planning, and related matters. Operations are centered in the UK, with an online presence maintained via financialconcepts.co.uk. Consultations are tailored to individual and corporate requirements, ensuring compliance with regulatory standards. The focus remains on objective financial strategies without additional product sales.
Financial Concepts's top competitors include Quilter, Ascot Lloyd and 7IM.
Financial Concepts has 1 investor. Key investors include Fairstone.
Yes. Financial Concepts was acquired by Fairstone in May 2022.