Insurance brokers to acquire in Edinburgh
Updated 9 November 2026
Looking to acquire an insurance broker in Edinburgh? Firmbase ranks 15 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 10 staff and has been in business for 15 years; 2 firms are owned by groups that have acquired several firms in this sector. Looking beyond Edinburgh? Explore the full Scotland list of insurance brokers.
15
Firms
UK 1,777
25%
Every director 55+
UK 25%
13%
Held 75%+ by one person
UK 23%
15
Median years in business
UK 17
10
Median headcount
UK 8
£500k to £1m
Median turnover band
UK £250k to £500k · includes our estimates
2 firms owned by 2 groups that have bought several firms in this sector. That is 13% of this list, against 5% across the UK. Groups that own firms on this list include Fairstone. To have a group's name removed, email dave@firmbase.co.
All 15 firms, in Approach Score order
| Rank | Firm | Approach Score | The facts behind the score |
|---|---|---|---|
| 1 | Edinburgh Risk Management (general) Haddington, North Berwick | Approach Score 76/100 |
More about this firm
Company no. SC222279 · Companies House |
| 2 | Wealth Professional Bathgate, West Lothian A director sits on 4 or more companies | Approach Score 73/100 |
More about this firm
Company no. SC400522 · Companies House |
| 3 | JM IFA Edinburgh | Approach Score 73/100 |
More about this firm
Company no. SC473934 · Companies House |
| 4 | South of Scotland Mortgage Services Dalkeith | Approach Score 62/100 |
More about this firm
Company no. SC645262 · Companies House |
| 5 | Keegan and Pennykid(insurance Brokers) | Approach Score 60/100 |
More about this firm
Company no. SC060085 · Companies House |
| 6 | Family Confident Edinburgh A director sits on 4 or more companies | Approach Score 59/100 |
More about this firm
Company no. SC546600 · Companies House |
| 7 | Integrity Financial Services Musselburgh A director sits on 4 or more companies | Approach Score 58/100 |
More about this firm
Company no. SC305802 · Companies House |
| 8 | The Edinburgh Mortgage Dalkeith, Midlothian | Approach Score 58/100 |
More about this firm
Company no. SC395377 · Companies House |
| 9 | SKB Independent Insurance Brokers Balerno | Approach Score 53/100 |
More about this firm
|
| 10 | Tweed Wealth Management Edinburgh | Approach Score 50/100 |
More about this firm
Company no. SC564880 · Companies House |
| 11 | ARX Rural Edinburgh A director sits on 4 or more companies | Approach Score 47/100 |
More about this firm
Company no. SC761488 · Companies House |
| 12 | Taveo Edinburgh A director sits on 4 or more companies | Approach Score 34/100 | We hold older figures than Companies House
More about this firm
Company no. SC634941 · Companies House |
| 13 | First Mortgage Edinburgh A director sits on 4 or more companies | Approach Score 32/100 |
More about this firm
Company no. SC177681 · Companies House |
| 14 | 336 Financial Management Edinburgh Part of a groupA director sits on 4 or more companies | Approach Score 15/100 | We hold older figures than Companies House
More about this firm
Company no. SC404120 · Companies House |
| 15 | Spence Insurance Bathgate, West Lothian Part of a groupA director sits on 4 or more companies | Approach Score 15/100 | We hold older figures than Companies House
More about this firm
Company no. SC124134 · Companies House |
Buy the list of all 15 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 Edinburgh.
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.
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
Related sectors
The standard Firmbase list
Buy the list of all 15 firms, with director names, ages and shareholders
Each row comes with the facts behind its score, financials with dates and contact details.