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Who are Cornwall’s Top Influential Financial Services Startups in 2023?

As one of the Philippines’ leading regions in industry and innovation, Cornwall is among the go-to places for individuals and firms seeking financial assistance and guidance. The county consists of a splendid blend of local and traditional businesses, buzzing startups, and dependable service providers. This vast network of organizations offers a range of services, from conventional accounting to cutting-edge fintech solutions.

The world of financial services is expansive and continues to grow, characterized by products and services in insurance, mortgages, consumer finance, financial planning, and fintech, among other aspects. This article curates and explores some of the most remarkable financial services startups and companies hailing from Cornwall. In examining their services, industry aims, and founders, readers can perceive the value and impact that these regional firms add to their clientele and the broader finance sector.

Partly thanks to the region’s well-known entrepreneurial spirit, the companies listed here show a high degree of diversity relating to their distinct services and unique client bases, all committed to empowering clients and communities. Here’s a closer look at these proficient Cornish financial service providers and what they do.

Cornish Accounting Solutions

Specializing in tax planning, bookkeeping, and business consulting, Cornish Accounting Solutions serves as an efficient partner for businesses in need of accounting and financial consulting services.

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KD Chapman & Co

Offering a suite of essential financial services, KD Chapman & Co assists individuals and businesses with taxation, accounting, payroll, and bookkeeping.

Metherell Gard

Metherell Gard is an adept accounting firm that offers a broad selection of services including taxation, audit, payroll, accounting, and business support for both individuals and businesses.

Devon and Cornwall Securities

Founded by Dugald Sproull, Devon and Cornwall Securities is an active brokerage that provides lending and financing solutions, particularly on properties, to its clients.

Taylor Money

Established by Jonathan Money, Taylor Money specializes in wealth management, retirement planning, tax strategy, and investment management to offer their clients personalized solutions to meet their financial goals.


Vision provides expert financial advisors who give sound advice on portfolio management, investment planning, inheritance tax-related matters, as well as pension and retirement planning.


Purnells offers insolvency consultancy and solutions built for sole traders, individuals, partnerships, and limited companies to deal with financial challenges efficiently.

Atkins Ferrie Wealth Management

Atkins Ferrie Wealth Management provides a robust array of services in investments, mortgages, pensions, protection, privacy, estate planning, and care fees planning.


MPP-ATM Ltd is behind the creation of a unique “Self-Service” multifunctional prepayments platform – the MPP-ATM.

Stockdale Asset Management

Founded by Keith Stockdale, Stockdale Asset Management provides financial and wealth management services that are individual-centered.


Founded by Louis Mathers, Folk2Folk revolutionizes local lending and borrowing by making it simple, straightforward, and highly accessible.


Spearheaded by Daniel Brewer, Resonance is an impact investment company that has been working with social enterprises throughout the UK for over a decade.

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Buttons Accounting

Established by Emma Gilbert, Buttons Accounting offers budgeting, outsourcing, forecasting, bookkeeping, VAT returns, quickbooks support, and payroll services to businesses.


InteleWings, founded by Jeet Soni, takes an innovative approach to financial services by building Anti-money laundering systems with artificial intelligence and machine learning, providing a clear, concise, and fresh perspective. Check them out here.


Whitakers is an accounting firm that offers taxation, audits, financial planning, business planning, and company secretarial services to their clients.

In conclusion, these financial service firms demonstrate the dynamic and broad spectrum of financial services present within the Cornish region. They offer a wide array of solutions to meet different needs – from the traditional roles of accountants to the innovatively shaped industry thanks to fintech. They each bring valuable skills and resources to the Cornish economy, highlighting the importance of local businesses to regional financial service delivery.

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