Business and Financial Advice Industry Guide
Here you will find sources of information such as market research (statistics, trends, developments), key companies, trade magazines, newsletters, and Internet sources.
This guide will be useful to anyone starting a business within the business and financial advice industry and also for those wanting to further their knowledge within this area.
It also covers the practical aspects of how to start and run particular types of businesses – outlining necessary skills, regulations, licences and legislation etc. and highlights other sources of information and advice available.
Business Opportunity Profiles (BOP)
|Independent Financial Adviser||BOP113|
Sector Guides (SEC)
|Financial and Accounting Services||SEC032|
Business Information Fact Sheets (BIF)
|Applying for Authorisation as a Financial Services Provider||BIF033|
Market Research & Statistics
Market research also covers market size and forecasts, consumer demographics and attitudes, the key players and products and will often include SWOT and PEST analysis showing areas of strength, weakness, opportunities etc.
- Accounting & Auditing in the UK
- Bookkeeping in the UK
- Financial Management in the UK
- Insurance Agents & Brokers in the UK
- Management Consultants in the UK
- Market Research & Public Opinion Polling in the UK
- Public Relations & Communication Activities in the UK
- Tax Consultants in the UK
- United Kingdom - Management & Marketing Consultancy (MarketLine) Similar reports, published by MarketLine, cover other countries, Europe and the global market.
- Accounting and Financial Management
- B2B Insurance
- Consumers and Financial Management
- Consumer Attitudes to Financial Services Innovation
- Fraud and Security in Financial Services
- Financial Services Disruptors
- Loyalty in Financial Services
Please note that YouGov reports are now only available via the British Library electronic catalogue
- SME Insurance 2017
(YouGov reports are no longer updated)
- Business Dynamics: The United Kingdom Similar reports and statistics, published by Euromonitor International, cover other countries and the global market.
Also, contact details and individual reports of companies in the business & financial advice industry are available from our electronic sources: Fame, Orbis, Market IQ.
Business News & Journals
In order to find the latest news on your topic it is always worth searching Factiva, Business Source Complete and EMIS.
You will find articles from specialist business and academic journals, as well as newspapers and magazines. You may also find market research reports and case studies. As well as profiles of leading industry figures.
You will also find articles covering recent developments, and predicting future trends in your industry.
Trade Magazines and Newsletters
Useful for gaining inside knowledge, recent trends, industry news, company profiles, reviews of new products and services. Some contain annual reviews and company contact lists. Ordered via Explore the British Library (please ask for help).
Business Week (McGraw-Hill) [(P) AL 011 –E (4)]
In-depth coverage of the latest trends in technology, finance and management; offering insight and analysis on global business.
Financial Times (London: Financial Times Ltd) [NEWS.REG191]
The latest UK and international business, finance, economic and political news, comment and analysis.
Harvard Business Review (Harvard University) [(P) AQ 00 -E(16)]
Brings its readers original research and first-hand perspectives from leading business thinkers around the world.
Money Management (FT Finance) [(P) AM 02 -E(6)]
The professional's independent adviser, including renowned fund statistics, unique surveys and more.
The Banker (London Financial Times Ltd) [(P) AL 37 -E(1)]
The Banker's primary focus is global financial comment and insight, featuring opinion pieces, profiles and interviews with leading banking and finance figures.
Contain lists of companies and industry contacts. Some have annual industry reviews, and specialist articles.
Consultancy guide: the definitive guide to UK professional consultancy and engineering (Association for Consultancy and Engineering, 2013) [(B) DIR 658.4602541 BUS]
Member listings and profiles, affiliated profiles, member geographical listings and consultancy classification tables.
Consultants and consulting organizations directory (Gale Research Co., 2019) [(B) DIR 658.46 BUS]
A reference guide to nearly 28,000 firms and individuals engaged in consultancy for business, industry and government, and operate in the U.S. and Canada.
Marketing manager's yearbook (AP Information Services, 2012) [(B) DIR 658.8 BUS]
Alphabetical list of the top 5,000 major UK companies, including profiles of marketing departments and providers of marketing services.
Internet SourcesWebsites containing free sources of industry statistics, information and contacts.
The trade body for business mentors and business mentoring in the UK and Ireland.
The global body for professional accountants, with centres across the United Kingdom.
Represents professional financial advisers; membership benefits include a listing on the APFA's searchable database, access to training and guidance on regulatory compliance.
The largest association of independent professionals in the EU, representing freelancers, contractors and consultants from every sector of the economy.
A leading professional organisation representing brokers in the UK.
A membership body in Ireland representing 23,000 influential members throughout the globe, with the role to educate, represent and support its members.
The national body representing the insurance industry in the UK, with a separate faculty for insurance broking.
Assists in the promotion and development of the profession of Management Consultancy in Europe, providing support to its constituent National Association membership, including 14 national member associations.
A UK financial regulatory body, operating independently of the UK government and financed by charging fees to members of the financial services industry.
A world leading professional membership organisation that promotes, develops and supports over 144,000 chartered accountants worldwide.
The professional body for more than 20,000 world class business men and women who work in the UK and in more than 100 countries around the world.
An organisation within the Chartered Management Institute (chartered professional body, dedicated to management and leadership) with a core focus towards consulting professionals.
Membership to IoD has access to a range of resources - including access to business information, training, professional expertise, networking opportunities and flexible working spaces - all of which are designed to help you strengthen and build on your own success.
An international membership organisation and network of the management advisory and consultancy associations and institutes worldwide.
Access to world financial markets, data and resources, new and statistics.
Represents management consultancy firms in the UK; its members comprise around 60% of the UK consulting industry, employ around 30,000 consultants and work with over 90 of the top FTSE 100 companies and almost all parts of the public sector.
Provides UK business-related statistics, including business demographics; activity, size and location, research and development.
Represents financial planning professionals; sub-group of the Chartered Insurance Institute (CII), a professional association for the insurance and financial industry.
Offers members a wide range of vital business services including advice, financial expertise, support and a powerful voice heard in government. Their mission is to help smaller businesses achieve their ambitions.
Please note that every effort has been taken to ensure the accuracy of the information, however some recently acquired items may since have been added to the collection. Please ask for help at the enquiry desk or check the online catalogue Explore the British Library for more details.
Images by CSM Customer Satisfaction Monitor by WilliamTeutoburger (Own work); licensed under CC BY-SA 3.0 via Wikimedia Commons.
Business Day Book by EraserGirl (Own work); licenced under CC BY 2.0 via Wikimedia Commons.
Analyzing Financial Data by Dave Dugdale from Superior, USA; licensed under CC BY-SA 2.0 via Wikimedia Commons.