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Company · Independent financial advisers

Eight Financial Advice

As of 1 November 2026, Eight Financial Advice has 11 open roles (5 new in 30 days), its finance & accounting team is hiring most, and its postings name monday.com, Salesforce and Microsoft Outlook as the tools the team works in.

As of 1 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Whiteley, United Kingdom11-50 employees2M-10M revenue, est.B2B, B2Ceightfinancialadvice.co.uk ↗LinkedIn ↗
Headquarters
Whiteley, England, United Kingdom
Employees
11-50 employees (estimated)
Sells to
businesses, individuals, couples and families, individuals and families
Certifications on site
Site languages
EN
Career system
Workable
11open roles · 5 new in 30 days
8tools named in postings
United Kingdomhiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Eight Financial Advice in one screen

Read from eightfinancialadvice.co.uk: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Eight Financial Advice does

Eight Financial Advice is a financial advisory firm in Hampshire that provides financial planning for businesses, individuals, couples and families. Its services include retirement planning, investment planning, long-term care, financial protection, tax and intergenerational planning, and corporate financial planning. It offers no-obligation meetings with financial advisers to help clients plan their financial future.

no obligation meeting with a financial adviserretirement planning serviceinvestment planning servicelong-term care servicefinancial protection servicetax and intergenerational planning servicecorporate financial planning service
Whom it sells to

Named on the site: businesses, individuals, couples and families, individuals and families, businesses and corporations.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 584 scored.

Condies WealthUnited Kingdom · 51-200 employeesBarnum Financial GroupUnited States · 501-1000 employeesFive Financial Wealth ManagementUnited Kingdom · 51-200 employeesVantagePointe Financial GroupUnited States · 51-200 employeesHLB MAAT AdvisoryMexico · 51-200 employeesTaney Advisory GroupIreland · 51-200 employees
03Tech stack, with the evidence

What Eight Financial Advice says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

monday.comCustomer service & success · high confidence · 2 postings
• Create and maintain accurate and complete client records across systems (including iBusiness, Salesforce, the Confidential Financial Review, illustrations and Monday.com), ensuring consistency between advice and client data.
Client Case Manager · first seen 2026-07-01
SalesforceQuality, safety & environment · high confidence · 2 postings
• Create and maintain accurate and complete client records across systems (including iBusiness, Salesforce, the Confidential Financial Review, illustrations and Monday.com), ensuring consistency between advice and client data.
Client Case Manager · first seen 2026-07-01
Microsoft OutlookAdministration & office · medium confidence · 3 postings
• Good working knowledge of Microsoft 365, particularly Outlook, Word, Teams and PowerPoint.
Receptionist · first seen 2026-06-19
Microsoft 365Administration & office · medium confidence · 1 posting
• Good working knowledge of Microsoft 365, particularly Outlook, Word, Teams and PowerPoint.
Receptionist · first seen 2026-10-22
Microsoft PowerPointAdministration & office · medium confidence · 1 posting
• Good working knowledge of Microsoft 365, particularly Outlook, Word, Teams and PowerPoint.
Receptionist · first seen 2026-10-22
Microsoft TeamsAdministration & office · medium confidence · 1 posting
• Good working knowledge of Microsoft 365, particularly Outlook, Word, Teams and PowerPoint.
Receptionist · first seen 2026-10-22
Microsoft WordAdministration & office · medium confidence · 1 posting
• Good working knowledge of Microsoft 365, particularly Outlook, Word, Teams and PowerPoint.
Receptionist · first seen 2026-10-22
Microsoft Officemedium confidence · 2 postings
• Proficiency in Outlook, Microsoft Office, and CRM systems.
Client Executive · first seen 2026-06-19
04Hiring

11 open roles, 8 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United Kingdom →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Eight Financial Advice, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Eight Financial Advice to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like Eight Financial Advice

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 584 scored.

Condies WealthIndependent financial advisers · United Kingdom51-200 employees
Barnum Financial GroupIndependent financial advisers · United States501-1000 employees
Five Financial Wealth ManagementWealth management general · United Kingdom51-200 employees
VantagePointe Financial GroupIndependent financial advisers · United States51-200 employees
HLB MAAT AdvisoryGeneral management consulting · Mexico51-200 employees
Taney Advisory GroupIndependent financial advisers · Ireland51-200 employees
07Profile

From the company's own website

Legal nameEight Financial Advice
IndustryBusiness & finance services · Independent financial advisers
Offeringsno obligation meeting with a financial adviser · retirement planning service · investment planning service · long-term care service · financial protection service · tax and intergenerational planning service · corporate financial planning service
Target customersbusinesses · individuals, couples and families · individuals and families · businesses and corporations
Geographic scoperegional · also United States
Reviews found
Public contact points1 role addresses · 3 phone numbers
Pages readprivacy, pricing, terms, team, locations, home, contact, services
Datescrawled 2026-08-03 · profiled 2026-08-15 · hiring built 2026-10-27
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Eight Financial Advice (Whiteley, United Kingdom, 11-50 employees) has 11 open roles, 5 new in 30 days, and names 8 tools in its postings. (Breaknorm, 1 November 2026, https://breaknorm.co/company/eightfinancialadvice.co.uk)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from eightfinancialadvice.co.uk: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Workable career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Eight Financial Advice: questions

Does Eight Financial Advice use monday.com?

Yes, by the company's own words: 2 postings name it, first seen 2026-07-01, in the customer service & success team.

Is Eight Financial Advice hiring?

11 open roles as of 1 November 2026, 5 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From eightfinancialadvice.co.uk itself: we crawled it on 2026-08-03, built the profile on 2026-08-15, and read its career site (Workable) hourly since. Headcount is from LinkedIn.

Who should I write to at Eight Financial Advice?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 1 public role addresses from the site are there too.

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