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Who Are North Yorkshire’s Most Influential Financial Services Startups in 2023?

Located in the heart of the United Kingdom, North Yorkshire is home to a vibrant and ever-growing hub of innovative financial services companies and startups. From independent advisers to finance software solution providers, the region has a wealth of offerings in the financial services industry. We’ve handpicked some of the most interesting financial services startups and companies in North Yorkshire, so read on to discover what’s happening on the financial front in this picturesque part of the UK.

Gale and Phillipson

This independent financial adviser has been serving clients with a host of financial services. Gale and Phillipson emphasises personal, professional and affordable advice, operating with the motto of ‘Making Money Simplified’.

Family First Financial Services

Specializing in insurance, advice, retirement, and investment planning services, Family First Financial Services is committed to providing comprehensive and tailored financial services to individuals and families.


Expensemate brings efficiency and ease to managing business expenses. Their smart expense cards and expense management software offer businesses a convenient and streamlined approach to expense management.

Environment Bank

Founded by David Hill and James Cross, Environment Bank is focused on environmental accounting. By working with various stakeholders like landowners, developers, and planning authorities, they address the environmental impacts related to different projects.

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Providing a spectrum of finance services, Grosvenor specialises in fund management, private equity, portfolio and facilities management services. They are committed to offering reliable financial solutions for businesses.

Sustainable Future

Sustainable Future is a business advisory fund offering consultancy, impact investment solutions, and energy and project management services. They aim to build a sustainable future by supporting businesses in aligning their mission with sustainable goals.

Howard Matthews Partnership

Meeting a wide range of financial consulting needs, Howard Matthews Partnership provides services such as accounting, payroll, taxation, estate planning, and IT advice.

Lithgow Perkins

Lithgow Perkins offers business and personal advisory services such as payroll, cash flow management, estate, and retirement planning. Their mission is to support businesses and individuals in streamlining their financial management practices.

Ellis Bates Financial Solutions

Ellis Bates is a team of independent financial planners who offer bespoke financial planning solutions to individuals and businesses. Their financial advice is backed by years of experience and a comprehensive understanding of the financial market.

Ethos Asset Finance

Ethos Asset Finance provides services such as commercial funding, asset refinancing, and consulting. They aim to solve complex financial problems by suggesting practical solutions.

Consumer Credit Compliance

Consumer Credit Compliance assists businesses with FCA queries and offers guidance to identify compliance risks. Their services support businesses in aligning with the regulatory standards of the financial industry.


As an independent financial adviser, Prosperis offers wealth management services. Their wide range of services ensures diverse financial needs are met with proficient solutions.

Ethos Broking

Ethos Broking offers brokering and other financial services. They are a seasoned player in the financial services industry and provide a variety of solutions to meet diverse business needs.

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Cooper Johnston Wealth Management

Cooper Johnston Wealth Management provides financial planning and wealth management services. They offer a blend of personalised advice and sophisticated wealth management strategies.


Providing financial advice and investment solution services, IBOSS assists businesses and individuals in making informed decisions. Their cutting-edge solutions are driven by deep industry knowledge and a comprehensive understanding of economic trends.

These companies are changing the face of financial services in North Yorkshire, demonstrating how a region traditionally associated with natural beauty and history can also be a hub for exciting and innovative financial businesses.

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