Insurance brokers to acquire in Cardiff

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

Updated 9 November 2026

Looking to acquire an insurance broker in Cardiff? 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 9 staff and has been in business for 15 years; 1 firm is owned by a group that has acquired several firms in this sector. Looking beyond Cardiff? Explore the full Wales list of insurance brokers.

Firms

UK 1,778

21%

Every director 55+

UK 25%

20%

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

1 firm owned by 1 group that has bought several firms in this sector. That is 4% of this list, against 5% across the UK.

All 25 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	Burley FOX Cardiff	Approach Score 79/100	Longest in post since 2013 2 individuals hold 50%+ · independent More about this firm 11 staff · turnover est. £674k Net assets £125k (Apr 2025) Charge satisfied May 2026 Company no. 08644340 · Companies House burleyfox.com
2	Watkin Davies Newport, Gwent	Approach Score 78/100	Longest in post since 1997 2 individuals hold 50%+ · independent More about this firm 13 staff · turnover est. £1.2m Net assets £411k (Mar 2026) Director resigned Sep 2026 · PSC register changed Sep 2026 Company no. 00785996 · Companies House howdeninsurance.co.uk/watkin-davies
3	Columbus Forty Five Newport	Approach Score 77/100	Director aged 55-59 · in post since 2016 1 individual holds 75%+ · independent More about this firm 16 staff · turnover est. £400k Net assets £181k (Sep 2025) Company no. 10395718 · Companies House
4	Charles Frank Finance Cardiff	Approach Score 73/100	Director aged 60-64 · in post since 2013 1 individual holds 75%+ · held via a trust or firm · independent More about this firm 10 staff · turnover est. £426k Net assets £185k (Nov 2025) Company no. 07791769 · Companies House cffl.co.uk
5	Porthcawl Insurance Consultants (UK) Limited Porthcawl, MID Glamorgan	Approach Score 69/100	1 director aged 60-64, 1 aged 50-54 · longest in post since 2001 2 individuals hold 50%+ · independent More about this firm 9 staff · turnover est. £498k Net assets £762k (Jul 2026) Company no. 04188445 · Companies House porthcawl-insurance.co.uk
6	Insurance Services Wales Merthyr Tydfil	Approach Score 67/100	2 directors aged 55-59 · longest in post since 2001 2 individuals hold 50%+ · held via a trust or firm · independent More about this firm 6 staff · turnover est. £101k Net assets £12k (May 2026) Company no. 02989714 · Companies House insuranceserviceswales.co.uk
7	Elite Mortgages Porth, Rhondda Cynon TAF A director sits on 4 or more companies	Approach Score 65/100	We hold older figures than Companies House 2 directors aged 60-64 · longest in post since 2004 Independent More about this firm 11 staff · turnover est. £592k Net assets £22k · newer accounts made up to Mar 2025 Director resigned Nov 2025 Company no. 05066544 · Companies House elite-mortgages.co.uk
8	Eden Hawk Cardiff, South Glamorgan	Approach Score 65/100	1 director aged 60-64, 2 aged under 45 · longest in post since 2014 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £151k Net assets £61k (Jul 2026) PSC register changed Apr 2025 Company no. 08989898 · Companies House edenhawk.co.uk
9	Bluestone Wealth Management Newport	Approach Score 58/100	Director aged 45-49 · in post since 2008 1 individual holds 75%+ · independent More about this firm 9 staff · turnover est. £174k Net assets £74k (Feb 2025) Charge satisfied Nov 2024 Company no. 06512123 · Companies House
10	Infimo Cardiff	Approach Score 57/100	1 director aged 60-64, 1 aged under 45 · longest in post since 2019 Independent More about this firm 5 staff · turnover est. £258k Net assets £12k (Dec 2025) Company no. 11842405 · Companies House infimo.co.uk
11	Motts Insurance Brokers Penarth	Approach Score 55/100	In post since 2013 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £413k Net assets £76k (Feb 2026) Company no. 08538883 · Companies House mottsinsurance.com
12	Gobear Loans Cardiff, Torfaen	Approach Score 55/100	1 director aged 45-49, 1 aged under 45 · longest in post since 2019 2 individuals hold 50%+ · independent More about this firm 9 staff · turnover est. £655k Net assets £429k (Dec 2025) Company no. 12356654 · Companies House gobearloans.com
13	Beesure Newport, South Wales	Approach Score 53/100	2 directors aged under 45 · longest in post since 2018 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £130k Net assets £91k (Mar 2026) Company no. 10551333 · Companies House
14	Premier Financial Services (WM) Cardiff	Approach Score 52/100	Director aged 45-49 · in post since 2026 Corporate owner More about this firm 5 staff · turnover est. £354k Net assets £1.4m (Jan 2026) Director resigned Oct 2026 · PSC register changed Oct 2026 Company no. 11082556 · Companies House
15	Thomas, Carroll Private Clients Caerphilly A director sits on 4 or more companies	Approach Score 50/100	Longest in post since 2011 Corporate owner More about this firm Est. 5 staff · turnover est. £16k No net assets figure held · accounts made up to Dec 2025 Director resigned Dec 2025 Company no. 04072637 · Companies House thomascarroll.co.uk
16	MFS Merthyr Tydfil A director sits on 4 or more companies	Approach Score 50/100	Longest in post since 2011 Corporate owner More about this firm 6 staff · turnover est. £293k Net assets £61k (Mar 2025) Company no. 07820084 · Companies House morganfs.co.uk
17	Rostella Cardiff A director sits on 4 or more companies	Approach Score 48/100	Director aged 45-49 · in post since 2017 Independent More about this firm 48 staff · turnover est. £836k Net assets £161k (Jun 2025) PSC register changed Dec 2025 Company no. 10651198 · Companies House rostella.co.uk
18	Source Insurance Cardiff	Approach Score 48/100	We hold older figures than Companies House 2 directors aged 60-64, 2 aged 50-54, 2 aged 45-49 · longest in post since 1993 Independent More about this firm 60 staff · turnover £9.9m Net assets £5.5m · newer accounts made up to Dec 2025 Company no. 02864963 · Companies House thesource.co.uk
19	Protect Commercial Cardiff	Approach Score 47/100	1 director aged 50-54, 1 aged under 45 · longest in post since 2013 Independent More about this firm 24 staff · turnover est. £879k Net assets £21k (Dec 2025) Company no. 08365670 · Companies House protectcommercial.co.uk
20	K. J. Herbert (insurance Services) Bridgend, MID Glamorgan A director sits on 4 or more companies	Approach Score 47/100	2 directors aged 50-54 · longest in post since 2004 2 individuals hold 75%+ · independent More about this firm 15 staff · turnover est. £1.1m Net assets -£13k (Oct 2025) Company no. 01099413 · Companies House kjherbertinsurance.co.uk
21	Ample Mortgages Newport A director sits on 4 or more companies	Approach Score 46/100	Director aged under 45 · in post since 2020 Corporate owner More about this firm 10 staff · turnover est. £514k Net assets £113k (Mar 2025) PSC register changed Oct 2025 Company no. 12528571 · Companies House amplemortgages.co.uk
22	Thomas, Carroll (brokers) Caerphilly A director sits on 4 or more companies	Approach Score 45/100	Longest in post since 2000 Corporate owner More about this firm Est. 5 staff · turnover est. £16k No net assets figure held · accounts made up to Dec 2025 Director resigned Dec 2025 Company no. 04062827 · Companies House thomascarroll.co.uk
23	Creative Risk Solutions Pentwyn, Cardiff A director sits on 4 or more companies	Approach Score 43/100	1 director aged 70 or over, 2 aged 50-54 · longest in post since 2016 Corporate owner More about this firm 8 staff · turnover est. £781k No net assets figure held · accounts made up to Apr 2025 Company no. 05506143 · Companies House creativerisksolutions.co.uk
24	Safe Hands Mortgage and Protection Newport	Approach Score 40/100	2 directors aged under 45 · longest in post since 2021 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £336k Company no. 13571693 · Companies House
25	Activequote Cardiff, South Glamorgan Part of a groupA director sits on 4 or more companies	Approach Score 15/100	1 director aged 55-59, 1 aged 50-54, 1 aged 45-49 · longest in post since 2017 Part of a group More about this firm 141 staff · turnover £13.2m Net assets £1.8m (Sep 2023) Company no. 06765845 · Companies House activequote.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 Cardiff.

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.

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Insurance Broking Companies in the UK