Financial and professional services PR · Manchester, London and across the UK

Financial and professional services PR for firms built on trust.

Sugar PR helps accountancy practices, insolvency and restructuring specialists, wealth managers, IFAs and regulated financial firms turn expertise into authority, strengthen their reputation and become more visible to the clients and introducers they want to reach.

  • Accountancy and business advisory
  • Wealth management and IFAs
  • FCA-regulated businesses
  • Insolvency and restructuring
  • Corporate finance and M&A
  • Private equity

A financial and professional services PR agency built around reputation

Expertise matters when the market can see it.

Financial and professional services firms sell knowledge, judgement and confidence. Prospective clients cannot assess all of that before they appoint you, so your reputation has to do some of the work first.

As a senior-led financial and professional services PR agency, we help firms explain complex work clearly, give their specialists a credible public profile and build visibility around the issues their clients care about.

We are experienced in working alongside compliance teams and professional advisers, building approval requirements into the PR process from the outset. It helps keep messaging accurate, properly evidenced and engaging enough to earn attention, while reducing the regulatory and reputational risk involved in choosing a PR agency.

Our programmes combine PR and media relations, partner and adviser profiling, thought leadership, content and reputation support around clear commercial goals.

Selected financial and professional services clients

Firms we have helped build visibility and authority.

From entrepreneurial accountancy and business recovery to Chartered financial planning and wealth management, our work makes specialist expertise clearer, more visible and more valuable.

Alexander Knight & Co

PR and marketing supporting this established Cheshire accountancy firm to strengthen its position as the first choice for business owners and entrepreneurs.

BTG Begbies Traynor

PR support for the Manchester-based market leader in business rescue and recovery, which takes more corporate insolvency appointments than any other UK firm.

Equilibrium

Video strategy, storyboarding, filming and editing alongside its marketing team, supporting Equilibrium's position as a leading financial adviser in the North West.

Gresham Wealth Management

Supporting the directors of this Hale-based Chartered financial planning firm to build awareness of its professional advice and wealth management expertise.

PR connected to business development

Communications with a commercial job to do.

Financial and professional services firms do not need noise. They need consistent visibility that makes expertise easier to find, understand and trust.

Winning clients and referrals

Build familiarity and confidence among business owners, private clients, professional introducers and decision-makers.

Profiling partners and advisers

Make senior people visible as credible specialists through expert commentary, interviews and thought leadership.

Growth, mergers and acquisitions

Communicate appointments, office openings, acquisitions, succession and other developments with a clear strategic narrative.

Protecting hard-earned trust

Prepare for scrutiny and respond decisively when an issue, complaint, dispute or unexpected event threatens reputation.

Reputation increasingly begins before the first conversation

Be visible wherever clients look for confidence.

Prospective clients and introducers form a view of your firm from search results, media coverage, professional recommendations and increasingly the answers produced by AI platforms.

We combine earned media, expert commentary and useful content to build a stronger body of third-party evidence around your people and expertise. That helps your firm become easier to discover, cite and recommend.

Be understood Turn technical expertise into clear, useful and engaging communications.
Be trusted Build authority through credible coverage, expert voices and consistent proof.
Be recommended Strengthen the information that clients, search engines and AI platforms find about your firm.

What we do

Financial and professional services PR built around your firm.

We work closely with leadership, marketing and compliance teams to create accurate, authoritative communications that support the wider direction of the business.

PR and media relations

Earn relevant coverage across financial, accountancy, business, regional and national media through focused PR and media relations.

Partner and adviser profiles

Position partners, planners and advisers as credible experts through interviews, commentary, opinion and speaking opportunities.

Thought leadership and content

Develop authoritative content around tax, investment, markets, business growth and the issues shaping client decisions.

Video and campaign content

Plan and produce useful video, interview and campaign content that makes specialist advice more accessible and human.

Growth and M&A communications

Give acquisitions, appointments, succession, new services and business milestones a clear story and considered rollout.

Reputation and crisis support

Prepare leaders for difficult questions and access senior crisis PR support when trust is at risk.

Who our financial and professional services PR agency supports

For firms whose reputation carries weight.

We support financial and professional firms operating within demanding commercial, professional and regulatory environments. Many are B2B businesses selling specialist advice to clients making important decisions.

Accountancy and business advisory firms
ICAEW and ACCA member practices
Wealth managers and investment firms
IFAs and financial planning businesses
FCA-authorised and regulated firms
Corporate finance, restructuring and M&A advisers

Clear communications in regulated markets

Credible, engaging and ready for scrutiny.

Regulation should not make your communications indistinguishable from everyone else's. It means the story needs to be well-founded, carefully expressed and supported by an approval process that works.

We work with FCA-regulated firms, Chartered accountancy practices and insolvency and restructuring specialists operating within professional frameworks including ICAEW and ACCA. Our team is experienced in working alongside internal compliance teams and external advisers, helping ensure PR messaging is accurate, appropriately evidenced and compliant with the firm's approval requirements without losing clarity or impact.

That compliance-led approach helps de-risk your choice of PR agency. We establish the approval route early, understand where claims require particular care and prepare content with regulatory scrutiny in mind.

Sugar PR provides communications advice, not regulated financial, investment, tax or legal advice.

Discuss your communications brief

How we work

Senior PR support, close to your leadership team.

We work as an extension of your firm, staying close to business priorities, sector developments and the people whose expertise should be more visible.

Understand the firm

We learn how the business makes money, who it wants to reach, what differentiates it and where communications can create value.

Build an authoritative plan

We identify the strongest subjects, spokespeople, media opportunities and proof points, then agree how content will be approved.

Create consistent visibility

We maintain momentum through useful commentary, firm news, leadership content and responsive opportunities tied to the market.

Financial and professional services PR: questions we are asked

Choosing a PR agency for a financial or professional services firm.

What does a financial and professional services PR agency do?

A financial and professional services PR agency helps accountancy, insolvency, restructuring, wealth-management, financial-advice and related firms build trust and visibility with clients, introducers, journalists and other stakeholders.

The work can include messaging, media relations, expert commentary, partner profiling, thought leadership, video content, M&A communications, media training and reputation management.

Do you provide PR for insolvency and restructuring firms?

Yes. We help insolvency practitioners, restructuring specialists and business-recovery firms communicate their expertise, profile senior advisers and build visibility among business owners, lenders, professional introducers and the wider corporate market.

We understand that assignments, appointments and sensitive business situations require accurate language, careful timing and a clear approval process.

Do you work with FCA-regulated businesses?

Yes. We support FCA-regulated and authorised firms including wealth managers, financial planners and businesses serving the advice market.

We agree the approval process at the start and work with your compliance team or advisers to keep claims accurate and communications within the firm's requirements. Sugar PR does not provide regulated financial advice.

Can you provide PR for accountants and Chartered accountancy practices?

Yes. We help accountants and business advisers become more visible to business owners, entrepreneurs and professional introducers.

That includes firms operating within professional frameworks such as ICAEW and ACCA, as well as practices providing audit, tax, corporate finance, transaction support and wider business advice.

How do you manage compliance and approval?

We establish who needs to approve content, what evidence is required and which subjects or claims need particular care. Drafts are prepared with that process in mind, reducing unnecessary rounds of amendment.

Your compliance or professional advisers retain responsibility for regulatory approval. Our role is to create communications that are clear, credible and effective within the agreed boundaries.

Which media can you target for a financial or professional services firm?

The right media depends on the firm's audience and commercial objective. It may include financial and accountancy trade titles, wealth and advice publications, regional and national business media, consumer finance journalists, broadcast outlets and specialist sector publications.

We prioritise relevance and authority over chasing coverage that looks impressive but reaches the wrong audience.

Can PR improve visibility in Google and AI search?

PR creates credible third-party references, expert commentary and useful content that can strengthen the information available about your firm and its people.

No agency can guarantee a particular ranking or AI answer, but a sustained body of authoritative coverage gives search engines and AI platforms stronger evidence when they identify and describe expertise.

Can you help if a financial or professional services firm faces a reputation issue?

Yes. We provide senior-led advice on reputational risk, complaints, employment disputes, regulatory scrutiny, media enquiries and other sensitive issues.

If an issue is already developing, visit our crisis PR support page or contact Sugar PR.

Where does Sugar PR work with financial and professional services clients?

Sugar PR is a Manchester financial and professional services PR agency working with accountancy, insolvency, restructuring, wealth-management and financial-advice firms in London, Cheshire, the North West and across the UK. We work remotely and welcome clients to our office at 76 King Street, Manchester, for in-person planning sessions.

Financial and professional services PR enquiries

Talk to us about the reputation you want to build.

If your accountancy, insolvency, restructuring, wealth-management or financial-advice firm wants greater visibility, we can talk through the clients you want to reach, the expertise you want to own and where PR could make a commercial difference.

Chartered Institute of Public Relations Member

Speak directly to Sugar PR founder Pete Davies, a member of the Chartered Institute of Public Relations, about our compliance-led PR activity for professional and financial services firms.

We invite you to our office at 76 King Street, Manchester, for a working session to discuss your PR requirements, approval processes and commercial priorities.

Contact Sugar PR
Pete Davies, founder of Sugar PR in Manchester
Pete Davies Founder, Sugar PR

Financial and professional services PR agency · Sugar PR

Make your expertise easier to see and harder to overlook.

Clear positioning. Credible authority. Compliance-led PR built around trust and growth.