Insurance brokers to acquire in Bournemouth

Name: Insurance brokers to acquire in Bournemouth
Creator: Firmbase
License: https://firmbase.co/terms

Updated 9 November 2026

Looking to acquire an insurance broker in Bournemouth? Firmbase ranks 25 insurance brokers using public company information to help buyers prioritise firms for research and potential outreach. The Approach Score ranks firms using public signals including director age and tenure, ownership, business scale, financial strength and recent changes. These firms are not listed for sale, and the ranking does not indicate that an owner is considering a sale.

The median firm has 6 staff and has been in business for 9 years. Looking beyond Bournemouth? Explore the full South West list of insurance brokers.

Firms

UK 1,778

14%

Every director 55+

UK 25%

28%

Held 75%+ by one person

UK 24%

Median years in business

UK 17

Median headcount

UK 8

£250k to £500k

Median turnover band

UK £250k to £500k · includes our estimates

All 25 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	Westminster Insurance Poundbury, Dorset A director sits on 4 or more companies	Approach Score 90/100	1 director aged 65-69, 1 aged 60-64 · longest in post since 2004 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £1.2m Net assets £927k (Mar 2026) Director resigned Aug 2025 Company no. 05224391 · Companies House uk.westminster.global
2	T & R Direct Dorset	Approach Score 82/100	Director aged 60-64 · in post since 2003 Independent More about this firm 11 staff · turnover est. £461k Net assets £252k (Mar 2026) Director resigned Jun 2026 Company no. 04691636 · Companies House trdirect.co.uk
3	R.J. King (insurance Brokers) Dorchester, Dorset	Approach Score 74/100	2 directors aged 60-64 · longest in post since 1991 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £351k Net assets £58k (Sep 2025) Company no. 01074196 · Companies House rjkinginsurance.co.uk
4	ST Barts Finance (YBS) Bournemouth, Dorset A director sits on 4 or more companies	Approach Score 71/100	1 director aged 60-64, 1 aged 45-49 · longest in post since 2019 2 individuals hold 75%+ · independent More about this firm 17 staff · turnover est. £467k Net assets £51k (Aug 2025) Company no. 12121934 · Companies House stbartsfinance.co.uk
5	Clear Health Bournemouth, Dorset	Approach Score 70/100	Director aged 45-49 · in post since 2017 1 individual holds 75%+ · independent More about this firm 15 staff · turnover est. £675k Net assets £353k (Jul 2026) Director resigned Jun 2026 · PSC register changed Jun 2026 Company no. 10870527 · Companies House myclearhealth.co.uk
6	Prosper Financial Solutions Blandford Forum, Dorset A director sits on 4 or more companies	Approach Score 69/100	2 directors aged 50-54 · longest in post since 2012 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £280k Net assets £50k (Aug 2025) Company no. 08168379 · Companies House prosperfinancialsolutions.com
7	ALL Insure Services Blandford Forum, Dorset	Approach Score 67/100	We hold older figures than Companies House 1 director aged 60-64, 1 aged under 45 · longest in post since 2009 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £440k Net assets £144k · newer accounts made up to Jun 2025 Director resigned Jan 2026 Company no. 06840240 · Companies House allinsureservices.co.uk
8	Bluechip Financial Broadstone, Dorset	Approach Score 63/100	1 director aged 50-54, 1 aged 45-49 · longest in post since 2016 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £180k Net assets £930k (Mar 2026) Director resigned Feb 2025 Company no. 06233796 · Companies House bluechip-financial.co.uk
9	Freedom Healthnet Poole, Dorset	Approach Score 62/100	2 directors aged 70 or over, 2 aged under 45 · longest in post since 2003 Independent More about this firm 35 staff · turnover est. £6.7m Net assets £4.4m (Mar 2025) Company no. 04815524 · Companies House freedomhealthinsurance.co.uk
10	Lewis Mortgages Christchurch, Dorset	Approach Score 58/100	In post since 2011 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £341k Net assets £126k (Sep 2026) Company no. 07791189 · Companies House lewismortgages.co.uk
11	Cotswold Financial Solutions Wimborne, Dorset	Approach Score 55/100	Director aged 50-54 · in post since 2018 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £122k Net assets £20k (Mar 2025) Company no. 11155595 · Companies House
12	Chubb Thomas Bournemouth, Dorset	Approach Score 53/100	We hold older figures than Companies House 1 director aged 60-64, 1 aged 55-59, 1 aged 50-54 · longest in post since 2013 Corporate owner More about this firm 13 staff · turnover est. £645k Net assets £194k (Feb 2021) · newer accounts made up to Feb 2026 PSC register changed Apr 2025 Company no. 03865421 · Companies House chubbthomas.co.uk/about-us
13	Barrett Mortgages Poole	Approach Score 52/100	In post since 2017 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £150k Net assets £324k (Sep 2025) Company no. 10985778 · Companies House barrettmortgages.com
14	Haven Financial Solutions Poole, Dorset A director sits on 4 or more companies	Approach Score 51/100	Director aged under 45 · in post since 2017 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £236k Net assets £850 (May 2025) Company no. 10777497 · Companies House
15	Clarity Health Insurance Bournemouth	Approach Score 51/100	2 directors aged under 45 · longest in post since 2019 Corporate owner More about this firm 35 staff · turnover est. £453k Net assets £187k (Mar 2025) Director resigned Apr 2025 · PSC register changed Apr 2025 Company no. 11823571 · Companies House clarityhealthinsurance.co.uk
16	Lansdowne Woodward Insurance Brokers Ferndown, Dorset A director sits on 4 or more companies	Approach Score 50/100	We hold older figures than Companies House 1 director aged 55-59, 2 aged under 45 · longest in post since 2003 Corporate owner More about this firm 22 staff · turnover est. £868k Net assets £799k · newer accounts made up to Jul 2026 Company no. 04583177 · Companies House lwinsurance.co.uk
17	Topsail Insurance Poole, Dorset A director sits on 4 or more companies	Approach Score 50/100	We hold older figures than Companies House 1 director aged 60-64, 1 aged 55-59, 1 aged 50-54, 1 aged under 45 · longest in post since 2001 Corporate owner More about this firm 13 staff · turnover est. £1.4m Net assets £59k · newer accounts made up to Aug 2025 Charge satisfied Jul 2025 Company no. 03235400 · Companies House topsailinsurance.com
18	S & J Palmer Poole, Dorset A director sits on 4 or more companies	Approach Score 49/100	We hold older figures than Companies House 2 directors aged 55-59, 2 aged 45-49 · longest in post since 2023 Corporate owner More about this firm 9 staff · turnover est. £455k Net assets £4k (Mar 2022) · newer accounts made up to Mar 2025 Director resigned Jul 2025 Company no. 08960993 · Companies House
19	The Private Health People Bournemouth	Approach Score 48/100	2 directors aged under 45 · longest in post since 2023 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £43k Net assets £16k (Jun 2026) Company no. 14565491 · Companies House theprivatehealthpeople.com
20	Robinson Sargeant Ferndown, Dorest A director sits on 4 or more companies	Approach Score 45/100	Longest in post since 2024 Independent More about this firm 6 staff · turnover est. £109k Net assets £130k (Mar 2026) Company no. 15545525 · Companies House
21	Globacare Bournemouth, Dorset	Approach Score 44/100	2 directors aged under 45 · longest in post since 2018 2 individuals hold 50%+ · independent More about this firm 14 staff · turnover est. £617k Net assets £164k (Dec 2025) Company no. 11271323 · Companies House globacare.co.uk
22	Protection Experts Bournemouth	Approach Score 43/100	1 director aged 45-49, 3 aged under 45 · longest in post since 2017 Independent More about this firm 23 staff · turnover est. £308k Net assets £6k (Jul 2026) Company no. 10875201 · Companies House protection-experts.co.uk
23	Oracle Protection Insurance Brokers Bournemouth, Dorset	Approach Score 38/100	Director aged under 45 · in post since 2023 1 individual holds 75%+ · independent More about this firm 13 staff · turnover est. £325k Director resigned Mar 2025 Company no. 14727756 · Companies House oracle-pib.co.uk
24	Aristo Health Bournemouth, Dorset A director sits on 4 or more companies	Approach Score 27/100	1 director aged 45-49, 1 aged under 45 · longest in post since 2019 Corporate owner More about this firm 5 staff · turnover est. £165k Net assets -£66k (May 2025) Company no. 11972936 · Companies House aristohealth.co.uk
25	Igloo Mortgage Dorchester, Dorset A director sits on 4 or more companies	Approach Score 24/100	4 directors aged under 45 · longest in post since 2020 Corporate owner More about this firm 6 staff · turnover est. £150k Net assets -£10k (Jul 2025) Company no. 12813449 · Companies House igloomortgage.com

Buy the list of all 25 firms, with director names, ages and shareholders

Each row comes with the facts behind its score, financials with dates and contact details.

What's in the file

One row per firm, in Approach Score order, as Excel + CSV.

It holds the facts behind each score, points for each part of the score, financials with dates, publicly available contact details, where identified, director names and named shareholders.

Some people with significant control appear as Other individual, with no further detail. Director email lookups are not included.

How this list is filtered

5 or more staff, from filed headcount or our estimate where none is filed.
Registered office in Bournemouth.

See every filter on the UK list

How this list is built

The Approach Score ranks firms mainly on public Companies House information about owner tenure and age, ownership, size, financial strength and recent register changes.

Firms with higher scores appear first in each list.

Use the ranking to order research, then check each business directly.

Read how the Approach Score works

What it does not mean

No firm here is for sale, and the score says nothing about any owner's plans.

At least 95% of the firms where we hold directors had them checked in or after November 2026.

What we do not cover

Regulatory information is not included in this list. Buyers should check the relevant register as part of their due diligence. For insurance brokers, this includes checking FCA status, permissions and any appointed representative relationship on the Financial Services Register. Acquiring control of an authorised firm usually needs prior FCA approval.

Why age bands but no people's names

Age bands come from the month and year of birth on Companies House. This page shows no exact ages and no people's names. Both come with the purchased list. The band edges from 45 to 65 are the ages where the score changes. A row shows no age bands when a director's surname is in the firm's name, its group's name or its website. Those directors' ages still count towards the score.

Is this your firm?

You can ask us to take it off every acquisition page, and out of every list we sell after that. Give us your name and work email, and we send you a link to confirm. If your email address is on the firm's own website domain, the firm comes off once you confirm. If it is not, a person reviews your request first. A list already sold stays with its buyer.

To have personal data erased, see our privacy policy.

Other areas

South West Bristol

The standard Firmbase list

Insurance Broking Companies in the UK