B2B UK IFA FIRM DATA

Database of UK IFA Firms

Distos helps teams find, segment and monitor UK IFA firms, financial advisers, financial advice companies and the key people behind them with high quality, FCA-verified B2B data.

  • Build B2B lists of UK IFA firms and advice companies
  • Segment by firm profile, location, status and permissions
  • Identify advisers, directors and decision-makers at each firm
  • Monitor firms, people and saved segments as the advice market changes
DATASET SEARCH - LIVEFCA - COMPANIES HOUSE - PEOPLE - WEB
UK IFA firms - authorised - financial advice - with key people
2,450 firms ->
FirmStatusKey peopleFit
Oakmere Financial PlanningAuthorised8 contactsHigh
Northfield Advice LtdAuthorised5 contactsHigh
Cedar Wealth PartnersActive6 contactsMed
Harbour IFA GroupAuthorised12 contactsHigh
FCA
verified source
IFAs
+ key people
Live
monitoring
QUICK ANSWER

Where can I find a list of UK IFA firms?

If you need a list, database or dataset of UK IFA firms and financial advice companies for sales, marketing, recruitment, M&A, research or compliance, Distos gives you FCA-verified firm data, adviser and decision-maker context, segmentation and monitoring workflows in one searchable platform.

Search UK IFA firms and financial advice companies by profile, permission, status and location.

Build B2B firm and contact lists for sales, marketing, M&A, compliance, recruitment and research teams.

Monitor saved advice firms and key people instead of relying on static directories or old spreadsheets.

WHAT'S INCLUDED

What's included in our UK IFA firm data?

Distos goes beyond a static adviser directory, combining FCA-verified firm records, people data and enrichment with segmentation, exports and monitoring workflows.

Firm information

Start with the records needed to identify and qualify relevant UK financial advice businesses.

  • Firm name and trading names
  • FRN and regulatory status where available
  • Registered and operating locations
  • Firm website and company identifiers
  • Company size
  • Financial information from Companies House

Advisers & decision-makers

Move from a company list to the people who own, advise, manage or influence each firm.

  • Financial advisers and senior contacts
  • Directors, owners and key decision-makers
  • Roles, seniority and responsibilities
  • People mapped to their regulated firm

Regulatory context

Use FCA-verified data to distinguish advice firms and understand whether a company fits your market definition.

  • Permissions and regulated activities
  • Authorisation and status signals
  • Advice, wealth and intermediary profiles
  • Source links for verification workflows

Segments & outputs

Filter, save and export IFA firms and adviser contacts for the workflows your team uses.

  • Segment by firm type, geography and permissions
  • Saved segments and watchlists
  • Exportable firm and contact lists
  • CRM, campaign and market-map views
AR AND PRINCIPAL NETWORKS

Map appointed representative and principal firm relationships

IFA data gets much more useful when you can see how firms connect. Distos helps teams map appointed representatives, principal firms, adviser networks and relationship changes so they can understand the structure of the advice market, not just search a flat list of company names.

Resolve principal relationships

See which advice firms operate as appointed representatives, which principal firm they sit under and how those relationships shape the wider network.

01

Map adviser networks

Group related firms, branches, brands and people into practical market maps for acquisition research, distribution, sales planning and compliance monitoring.

02

Track changes over time

Monitor new relationships, status changes, permission shifts and movements across AR and principal structures as the market changes.

03
  • Appointed representatives
  • Principal firms
  • AR network mapping
  • Relationship changes
  • Adviser networks
  • Acquisition intelligence
WHY IT MATTERS

Why a generic list of IFA firms is not enough for B2B teams

Search intent often starts with a list of UK IFAs, a financial adviser database or a directory of advice companies. The problem is that most sources stop at firm names, while commercial teams need context, contacts, segmentation and a way to keep data current.

Static lists go stale

Bought lists and spreadsheet directories drift as adviser firms change status, websites, ownership, appointed representative relationships and market position.

Public lookup is not discovery

The FCA Register is essential for verification, but it is not designed for building commercial adviser lists or market maps.

Weak firm classification

Generic B2B tools often struggle to distinguish IFA firms, wealth managers, appointed representatives and adjacent regulated entities.

Missing regulatory context

Firm status, permissions and regulated activities are hard to convert into practical sales, marketing or research filters without specialist data work.

Poor workflow fit

A directory is not enough if your team needs exports, watchlists, account research, campaign segments and repeatable market maps.

No link to the right people

Firm lists rarely connect each company to advisers, directors, owners and decision-makers, so teams still have to track down the right people by hand.

WHAT WE DO

From raw market signals to live commercial intelligence.

Distos ingests, resolves, enriches, and monitors the regulated financial services market — the engine that sits between public data and the workflows it unlocks.

Companies House
FCA Register
Firm websites
Social media
Public filings
News & announcements
DISTOS INTELLIGENCE LAYER
Understand
Classify firmsMap relationshipsVerify regulated status
Enrich
Crawl websitesDetect technologiesBuild profiles
Monitor
Track market changesSurface signalsIdentify movement
UNKNOWNUNDERSTOOD
Search & segmentation
Natural language search
Advanced filtering
Firm type categorisation
Watchlists
Saved firms
Dynamic lists
Account tracking
Monitoring & alerts
New firm alerts
Firm updates
Permission changes
Research & exports
Company profiles
Intelligence summaries
CSV export
WHY DISTOS

Why specialist regulated-market data beats generic IFA directories

IFA and financial adviser data only becomes useful when it carries regulatory context, enrichment, people mapping and workflow support. Distos is built for teams selling to, marketing to, mapping or monitoring regulated financial advice firms.

Generic lists and directories
  • Often limited to firm names, websites and broad company categories.
  • Rarely link adviser firms to their directors, advisers and decision-makers.
  • Weak at separating IFAs, wealth managers, ARs and adjacent regulated firms.
  • Static snapshots that become outdated between list purchases.
Distos
  • FCA-verified firm intelligence designed for regulated financial services.
  • Advice firms and key people mapped together, not in separate silos.
  • Search and segmentation around firm profile, status, geography and permissions.
  • Enrichment from company, web and public-source context.
  • Watchlists, exports and monitoring workflows for B2B teams.
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FAQ

Frequently asked questions

Answers to common questions about using Distos as a B2B UK IFA firm database covering financial advice companies, key people, list-building and market intelligence.

Distos provides a searchable B2B data and M&A acquisition intelligence platform for finding, segmenting and monitoring UK IFA firms, financial advice companies, related FCA-verified entities and the key people behind them. It is built for commercial workflows such as acquisition research, deal sourcing, sales prospecting, marketing, market mapping, recruitment and research.

Yes. Distos can help you build targeted UK IFA firm and financial adviser company lists based on firm profile, location, regulatory context, permissions and enrichment signals. The exact list depends on the segment definition you want to use.

The FCA Register is the official source for checking authorised firms and individuals, but it is not a commercial adviser directory and it is not designed for prospecting or market mapping. Distos uses FCA-verified data alongside enrichment and AI classification to make relevant firm populations searchable and usable for B2B teams.

Useful fields include firm name, website, location, firm size, regulatory status, FRN where available, permissions, activities and firm type, plus the advisers, directors and key people at each firm alongside company context, enrichment signals, segment labels and exportable account and contact information.

Yes. Distos maps key people and decision-makers to their regulated firm, so you can move from a firm list to the senior contacts, advisers, directors and approved persons behind each advice company. This lets sales, marketing and M&A teams build firm and contact lists from the same dataset rather than sourcing people separately.

Yes. Sales and marketing teams can use Distos to define segments, build firm and contact lists, enrich firm and people profiles and export research for prospecting, campaigns, events and account-based marketing.

FCA data is updated weekly, while other sources can be refreshed more frequently. Distos is designed around monitored market intelligence rather than one-off list purchases, so teams can use saved segments and watchlists to keep track of relevant financial advice firm changes over time.

Yes. Distos supports export workflows so teams can use firm data in CRM enrichment, outreach planning, campaign research and internal market mapping.

No. Distos is a B2B data and market intelligence product for teams selling to, marketing to, mapping or monitoring financial advice firms and the people who run them. It is not a consumer adviser directory, an investment research tool or a source of financial advice.

Stop searching the market.
Start understanding it.

A 30-minute demo is enough to see where Distos fits in your workflow. Bring a target, a watchlist idea, or a question about the market.