Financial Modelling Companies in the UK: Practical Overview and Selection Guide
AC
Acumon Chartered Accountants·18 min read
Financial modelling plays an important role in many business decisions, whether you're planning growth, assessing an investment, securing funding or evaluating different strategic scenarios. A well-built model provides a structured way to understand financial outcomes, test assumptions and support confident decision-making.
The UK is home to a wide range of firms offering financial modelling services, from specialist corporate finance consultancies to multidisciplinary advisory practices. While their capabilities often overlap, providers can differ significantly in the industries they serve, the complexity of models they develop and the broader advisory support they offer.
This guide highlights a selection of financial modelling services providers operating across the UK. Rather than ranking firms, its purpose is to provide practical context, introducing each organisation, outlining its areas of expertise and helping businesses understand the different approaches available when selecting a financial modelling partner.
Whether you're preparing for a transaction, building long-term forecasts or strengthening internal financial planning, understanding the market can make it easier to identify a provider whose experience aligns with your objectives.
Acumon
Acumon is a UK firm of chartered accountants and advisors providing financial modelling services to companies and organisations across the UK.
The firm works with organisations ranging from growing owner-managed businesses through to larger corporate groups operating across the UK and internationally. Financial modelling engagements are designed to support business planning, financial forecasting and strategic decision-making through structured financial analysis.
Acumon provides financial modelling services alongside business advisory, business valuations, due diligence and financial planning support. Services are delivered through a structured approach designed to provide clear financial analysis and practical commercial insights.
Acumon holds a Public Interest Entity (PIE) audit licence, enabling the firm to support organisations subject to enhanced regulatory oversight in the United Kingdom. In addition to its UK statutory audit registration, the firm also maintains audit licences in the Cayman Islands, British Virgin Islands (BVI), Jersey and Isle of Man, supporting clients with international structures and cross-border reporting requirements.
Financial models are commonly used to support investment decisions, business planning, acquisitions and operational planning. Developing structured financial models can help organisations evaluate assumptions, assess future performance and support informed commercial decision-making.
Acumon works with business owners, finance teams and management teams to support financial planning while helping organisations strengthen financial reporting, governance arrangements and financial controls.
Financial Modelling Capabilities
Acumon provides financial modelling services across a wide range of businesses and organisations.
These include:
UK companies and corporate groups
owner-managed businesses and growing companies
finance teams and management teams
businesses considering acquisitions or investment
companies undertaking strategic planning projects
organisations requiring financial forecasting support
Financial modelling engagements are typically led by experienced professionals with direct involvement throughout the engagement.
Regulatory Licences and Registrations
Acumon holds several audit registrations that enable it to support organisations operating across multiple jurisdictions.
These include:
UK statutory audit registration
Public Interest Entity (PIE) audit licence
Jersey audit licence
Isle of Man audit licence
Cayman Islands audit licence
British Virgin Islands audit licence
These registrations allow the firm to support organisations operating across both the UK and key international financial centres.
Core Services
In addition to financial modelling services, Acumon provides a range of services that support financial planning and business decision-making.
These include:
financial modelling services
business advisory
statutory external audit
business valuations
group and subsidiary audits
Public Interest Entity (PIE) audits
financial forecasting
charity and not-for-profit audit
internal audit and governance reviews
risk management and compliance support
Financial modelling work is often delivered alongside discussions with management regarding business planning, financial forecasting and strategic decision-making.
Many organisations seek financial modelling support when evaluating investment opportunities, planning future growth or reviewing strategic business decisions.
Acumon works with businesses that are:
planning future growth
reviewing investment opportunities
strengthening financial planning
improving financial reporting
enhancing financial controls
Early engagement can help ensure that financial models remain aligned with commercial objectives, financial reporting requirements and business planning.
Address: 1-2 Craven Road, Ealing, London, W5 2UA, UK
Phone: 020 8567 3451
S&W
S&W includes financial modelling within their wider corporate finance and transaction advisory practice, supporting organisations at different stages of the business lifecycle. Their work covers situations such as investment decisions, business planning, fundraising, acquisitions and disposals, where financial models are used to test assumptions, compare scenarios and understand the potential impact of strategic decisions. They also work with businesses operating in sectors where modelling can involve more complex financial structures, including property and sustainable technology.
Existing models form part of their work as well as new model development. When organisations rely on financial forecasts for board decisions, lender requirements or shareholder reporting, S&W review models to assess how calculations, assumptions and contractual terms have been reflected. Alongside model reviews, they offer financial modelling training for finance teams and users who want to strengthen internal modelling standards and improve the consistency of future work. Financial modelling sits alongside their broader transaction support services, allowing businesses to combine modelling with due diligence and other corporate finance activities when required.
Key Highlights:
Financial modelling as part of corporate finance and transaction advisory
Support for investment, fundraising and business planning
Experience with complex modelling requirements across specialist sectors
Financial model development, review and validation
Model assurance for lenders, boards and shareholders
Financial modelling training for internal teams
Integrated with wider transaction advisory services
Services:
Financial model build
Financial model review and validation
Scenario and sensitivity analysis
Business planning models
Investment and funding models
Transaction modelling
Financial modelling training
Transaction services and financial due diligence
Contact Information
Website: www.swgroup.com
Twitter: x.com/S_W_Group
LinkedIn: www.linkedin.com/company/swgroupuk
Address: 45 Gresham Street, London EC2V 7BG
Phone: +44(0)204 617 55 00
Alessian
Alessian focuses on financial model review, helping organisations assess whether existing models are reliable before they are used to support significant financial decisions. Their work is commonly linked to transactions, refinancing, capital raising and long-term planning, where confidence in the accuracy of calculations and assumptions is an important part of the process. They work with M&A advisers, private equity investors and in-house finance teams that need an independent assessment of models built internally or by external parties.
Their review process combines a walkthrough of the model with detailed testing of formulae, methodology and outputs. As part of the review, they identify issues such as inconsistent calculations, unexpected trends and assumptions that could affect results. Depending on the project, the outcome may include a best practice review, a formal model audit or recommendations for improving the structure and reliability of the model. Alongside review work, they also offer financial modelling and managed FP&A services for organisations looking for ongoing financial planning support.
Key Highlights:
Focus on financial model review and assurance
Independent assessment of existing financial models
Support for M&A, refinancing and capital raising
Reviews covering calculations, assumptions and model logic
Best practice reviews and formal model audits
Experience working with finance teams and private equity investors
Address: 167-169 Great Portland Street, 5th Floor, London, W1W 5PF
Phone: +44 (0) 207 9711 410
Grant Thornton
Grant Thornton uses financial modelling to support organisations facing strategic, operational and transactional decisions. Their models are developed to help businesses evaluate different scenarios, understand financial outcomes and test the impact of key assumptions before major decisions are made. Financial modelling is used across a range of situations, including raising finance, acquisitions, restructuring, strategic planning and operational change.
Each model is built around the specific requirements of the engagement, with flexibility built into assumptions so users can update forecasts as circumstances change. Alongside model development, their team works with organisations throughout the modelling process to refine business drivers and ensure the final model remains practical for ongoing use. Financial modelling forms part of a wider deals and advisory practice, connecting with transaction support, restructuring and infrastructure finance where detailed forecasting is often required.
Key Highlights:
Bespoke financial models for strategic and transaction decisions
Flexible forecasting based on business assumptions
Support across corporate finance and restructuring projects
Financial modelling integrated with wider advisory services
Scenario analysis and business planning capabilities
Models designed for long-term operational use
Experience across multiple industries and transaction types
BDO concentrates on financial model assurance and review, supporting organisations that need confidence in models used for financing, investment and major projects. Their review methodology examines the structure, logic and data flows within a model, helping identify issues that may not be visible through basic recalculations alone. The approach can be adapted depending on the purpose of the review, from high-level integrity checks to detailed model audits for lenders and investors.
Many of their financial modelling engagements relate to infrastructure, energy, utilities and regulated industries, where complex financial models often support long-term investment decisions. Alongside assurance work, BDO also builds financial models and provides coaching for finance professionals who want to improve internal modelling capability. This combination allows organisations to obtain independent model validation while strengthening future modelling practices within their own teams.
Key Highlights:
Financial model assurance and review specialists
Reviews covering model structure, logic and data flows
Model audits for financing and investment projects
Experience with infrastructure and regulated sectors
Flexible review approaches based on project requirements
Financial modelling training and coaching
Model build and assurance services within one practice
PPS Financial specialises in financial modelling across planning, transactions and business performance, with services covering the full lifecycle of a model. Their work includes building new models, reviewing existing ones and helping businesses maintain and develop models over time. Financial modelling is used for a wide range of business requirements, including budgeting, forecasting, fundraising, valuations, project finance and long-term planning, with solutions tailored to the objectives of each engagement.
Beyond model development, they support organisations that need ongoing modelling capability through model management and financial modelling training. Their experience covers a broad range of industries, allowing them to work on everything from investment appraisals and refinancing projects to cash flow forecasting and business acquisitions. Training also forms part of their offering, helping finance professionals apply modelling best practices and improve the quality of models developed in-house.
Key Highlights:
Financial model build, review and ongoing management
Support for planning, fundraising and investment decisions
Financial modelling across a wide range of industries
Focus on model structure, usability and best practices
Financial modelling training for finance professionals
Experience with transaction and project finance modelling
Long-term support for maintaining and updating models
Address: 71-75 Shelton Street, Covent Garden, WC2H 9JQ, London, UK
Phone: 020 455 15631
Quantify Advisors
Quantify Advisors uses financial modelling as part of their corporate finance and transaction advisory services. Their models are designed to support business planning, acquisitions, investment analysis and operational decision-making, giving organisations a structured way to assess different financial scenarios. Each model is developed around the needs of the end user, with clear assumptions and outputs that can be updated as business conditions change.
Financial modelling is combined with services such as working capital analysis and transaction support, making it useful for organisations looking at growth opportunities, funding or operational improvements. Their work covers operational forecasting, cash flow planning and transaction modelling, helping management teams understand the financial impact of different strategies before decisions are made.
Key Highlights:
Financial modelling within corporate finance advisory
Bespoke models developed for different business objectives
Support for transactions and operational planning
Integrated forecasting and scenario analysis
Working capital and cash flow modelling
User-focused model design with flexible assumptions
Financial models aligned with strategic decision-making
Address: H1 Hill of Rubislaw, Anderson Drive, Aberdeen, AB15 6BL
Phone: 01224 007066
H. Financial Solutions
H. Financial Solutions develops financial models that support budgeting, forecasting and investment planning for businesses at different stages of growth. Their models are built to help organisations evaluate future financial performance, compare different scenarios and understand the impact of key assumptions before making business decisions. The focus is on producing models that can be updated over time as business requirements change.
Financial modelling forms part of a broader financial advisory offering, giving businesses access to planning tools alongside accounting, taxation and valuation services. Their approach includes documenting assumptions clearly and providing ongoing support when models need to be refined or expanded. This allows finance teams and business owners to continue using the models as planning requirements evolve.
Key Highlights:
Financial models tailored to business planning requirements
Support for budgeting and long-term forecasting
Scenario and sensitivity analysis
Models designed for ongoing use and updates
Financial modelling within a wider advisory practice
Address: Unit 1, 686, Stratford Road, Birmingham, England, B11 4AS
Phone: +44 (0) 7346 213405
KPMG
KPMG include financial modelling as part of their consulting and finance advisory services, helping organisations analyse complex business questions and support important financial decisions. Their modelling work covers a broad range of business situations, from market entry and corporate planning to transactions, operational forecasting and supplier evaluation. Financial models are developed to bring together data, assumptions and business drivers in a way that helps organisations assess different scenarios and understand the possible financial outcomes.
Beyond building models, KPMG reviews existing models to check their reliability before they are used for investment decisions, financing or strategic planning. Their team also develops visual reporting solutions that make model outputs easier to interpret and offers financial modelling training for organisations looking to strengthen internal modelling skills. Financial modelling sits alongside wider consulting services, allowing it to support planning, reporting and business analysis across different industries.
Key Highlights:
Financial modelling within consulting and finance advisory
Support for strategic planning and business decisions
Model review and validation services
Operational forecasting and corporate planning
Visual reporting and analytical dashboards
Financial modelling training for internal teams
Scenario analysis for transactions and business planning
Moore Kingston Smith is an accountancy and advisory firm with a financial services practice that supports businesses operating in regulated markets. While financial modelling is not presented as a standalone service, it forms part of broader advisory work involving corporate finance, valuation, strategy, risk and business planning. Their experience covers organisations such as fintech businesses, investment firms, payment providers and insurance brokers, where financial analysis often supports commercial and regulatory decisions.
Their approach brings together financial, tax, digital and governance expertise, allowing modelling activities to fit within wider advisory projects when forecasting, investment planning or strategic evaluation is required. International businesses can also access support through the firm's global network, making financial planning and analysis relevant for organisations with operations across multiple markets.
Key Highlights:
Financial modelling supported through advisory and corporate finance
Experience with financial services and regulated businesses
Advisory covering strategy, governance and risk
Support for fintech, investment and payment firms
Corporate finance and valuation capabilities
Cross-border advisory through an international network
Financial planning linked to wider business objectives
EY delivers financial modelling services across the full business lifecycle, helping organisations plan investments, assess transactions and monitor financial performance. Their team develops models for acquisitions, divestments, refinancing, business planning and operational forecasting, with a focus on creating flexible tools that can be updated as assumptions change. Different model types are used depending on the objective, including cash flow forecasts, valuation models and integrated financial planning models.
Independent model review is another key part of their offering, particularly for lenders, investors and organisations involved in complex transactions. Reviews examine calculations, assumptions and supporting documentation to confirm that models meet their intended purpose and are suitable for decision-making. Alongside build and review services, EY run financial modelling training programmes covering both core modelling principles and more specialised areas such as project finance, mergers and acquisitions and leveraged buyouts.
Key Highlights:
Financial model build and independent review
Support across transactions and corporate planning
Cash flow forecasting and valuation modelling
Model assurance for investors and lenders
Financial modelling for multiple industries
Structured financial modelling training
Integrated advisory support across transaction services
Forvis Mazars includes financial modelling within their financial advisory practice, supporting organisations that need dependable models for reporting, financing and strategic decision-making. Their financial modelling team builds spreadsheet-based models used to assess business performance, funding structures and future financial outcomes. The service is designed for businesses operating in increasingly regulated and risk-focused environments where reliable analysis plays an important role in planning and governance.
Model assurance is another area of their financial modelling practice. They review financial models to help lenders, shareholders and project stakeholders understand whether models operate as intended before they are used for major decisions. Alongside model audits, they develop bespoke financial models and run training courses that help finance professionals strengthen their modelling skills. Their experience extends across infrastructure, energy, financial services and other sectors where detailed forecasting and financial analysis are part of everyday decision-making.
Key Highlights:
Financial modelling within financial advisory services
Bespoke spreadsheet-based financial models
Financial model audit and assurance
Support for financing and strategic planning
Model reviews for lenders and shareholders
Financial modelling training
Experience across infrastructure, energy and financial services
Address: 30 Old Bailey, London, EC4M 7AU, United Kingdom
Phone: +44 (0) 20 7063 4000
Mercer & Hole
Mercer & Hole offers financial modelling as part of their corporate finance advisory services, helping businesses assess the financial impact of significant commercial decisions. Their models are built using historical financial information together with agreed assumptions, creating forecasts that support planning, investment appraisal and cash flow analysis. Financial modelling is commonly used alongside wider corporate finance projects where management teams need a clearer understanding of future financial performance.
Throughout the modelling process, they worked alongside business owners and management teams to develop forecasts that reflect the specific circumstances of the business. Financial modelling sits within a broader advisory offering that includes due diligence, valuations, raising finance and transaction support, allowing organisations to combine financial planning with other corporate finance services when required.
Key Highlights:
Financial modelling within corporate finance advisory
Sapient Consulting develops financial models for projects that require structured financial planning, forecasting and funding analysis. Their models bring together revenue projections, operating costs, capital expenditure and cash flow information, giving organisations a consolidated view of project finances. Financial modelling is used to support investment planning and evaluate how different assumptions influence future performance.
Their approach places emphasis on building models around project-specific information, incorporating financial assumptions developed with clients and other stakeholders. Financial models include detailed financial statements and funding schedules, making them suitable for businesses that need a structured framework for planning, financing and monitoring large projects, particularly within infrastructure and the power sector.
Deloitte includes financial modelling within their valuation and modelling practice, supporting organisations that need financial analysis for transactions, planning and investment decisions. Their models translate operational and financial drivers into practical forecasting tools that help businesses evaluate future performance, assess strategic options and understand the financial impact of different scenarios. Financial modelling is used across areas such as mergers and acquisitions, financial planning, regulatory work and business transformation.
Alongside model development, Deloitte advises on financial model risk management to help organisations improve confidence in the models they rely on for decision-making. Financial modelling is closely connected with valuation services, giving businesses access to both forecasting and valuation support when assessing investments, restructuring activities or long-term business plans.
Key Highlights:
Financial modelling within valuation and transaction advisory
Forecasting for strategic and investment decisions
Financial model risk management
Support for transactions and business planning
Financial modelling linked with valuation services
Analysis of financial performance and business drivers
Experience across a range of industries
Services:
Financial modelling
Financial planning and forecasting
Financial model risk management
Transaction modelling
Valuation support
Cash flow forecasting
Business performance analysis
Scenario modelling
Contact Information
Website: www.deloitte.com
Facebook: www.facebook.com/deloitteuk
Twitter: x.com/deloitteuk
LinkedIn: www.linkedin.com/company/deloitte
Address: 1 New Street Square, London, EC4A 3HQ, United Kingdom
Phone: +44 (0)20 7936 3000
Final Thoughts
Choosing a financial modelling provider is rarely just about technical modelling skills. Many organisations look for a team that understands the commercial context behind the numbers, whether the model is being used for business planning, raising finance, a transaction or a long-term investment decision. The right approach will depend on the complexity of the project, the level of independent assurance required and how the model will be used after it has been delivered.
The firms featured in this guide offer different strengths, from model building and independent reviews to forecasting, transaction support and financial modelling training. Comparing their experience, services and areas of focus can help businesses identify a provider that fits their specific requirements. Taking the time to assess these factors is likely to result in a financial model that supports clearer analysis, more informed decisions and greater confidence in future planning.
AC
Written by the Acumon team
Acumon is an ICAEW-registered firm of chartered accountants and registered auditors
based in London, with offices in Pitstone, Aylesbury and Bournemouth. Need advice on
anything covered here? Talk to us.
An internal audit function must be assessed by a qualified, independent assessor at least once every five years. That requirement is Standard 8.4 of the Global Internal Audit Standards, which…
An internal audit function must be assessed by a qualified, independent assessor at least once every five years. That requirement is Standard 8.4 of the Global Internal Audit Standards, which…
An internal audit function must be assessed by a qualified, independent assessor at least once every five years. That requirement is Standard 8.4 of the Global Internal Audit Standards, which…
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