Insurance brokers to acquire in the North East

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

Updated 9 November 2026

Looking to acquire an insurance broker in the North East? Firmbase ranks 29 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 8 staff and has been in business for 17 years; 1 firm is owned by a group that has acquired several firms in this sector. Looking beyond the North East? Explore the full UK list of insurance brokers.

Firms

UK 1,778

32%

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

1 firm owned by 1 group that has bought several firms in this sector. That is 3% of this list, against 5% across the UK. The group is Fairstone. To have a group's name removed, email dave@firmbase.co.

Towns with the most firms

Newcastle upon Tyne 13 firms

The first 25 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	Bede Wealth Management Wallsend, Tyne and Wear	Approach Score 86/100	Director aged 60-64 · in post since 2009 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £292k Net assets £196k (Mar 2026) Company no. 06836079 · Companies House bedewealth.trustedadviser.info
2	Sandmartin Financial Advisers Middlesbrough, Cleveland	Approach Score 80/100	1 director aged 65-69, 1 aged 60-64 · longest in post since 2018 2 individuals hold 50%+ · independent More about this firm 8 staff · turnover est. £254k Net assets £21k (Mar 2025) Company no. 11445275 · Companies House sandmartinfinancial.co.uk
3	Walter Wright Insurance Brokers Newcastle Upon Tyne	Approach Score 80/100	In post since 1997 1 individual holds 75%+ · independent More about this firm 10 staff · turnover est. £1.4m Net assets £436k (Apr 2025) Company no. 01326746 · Companies House walterwrightinsurancebrokers.co.uk
4	Weir Insurance Brokers Northumberland A director sits on 4 or more companies	Approach Score 78/100	Longest in post since 2002 2 individuals hold 75%+ · independent More about this firm 19 staff · turnover est. £1.6m Net assets £330k (Dec 2024) Director resigned Jan 2026 Company no. 04611363 · Companies House weirinsurance.co.uk
5	Integrated Financial Solutions for YOU Annitsford, Northumberland	Approach Score 77/100	1 director aged 70 or over, 1 aged under 45 · longest in post since 2012 2 individuals hold 75%+ · independent More about this firm 8 staff · turnover est. £346k Net assets £429k (Mar 2025) PSC register changed Mar 2025 Company no. 08047455 · Companies House ifsforyou.co.uk
6	B-Advised Newcastle Upon Tyne, Tyne and Wear	Approach Score 77/100	1 director aged 70 or over, 1 aged 50-54 · longest in post since 2008 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £248k Net assets £162k (Apr 2025) Company no. 06752417 · Companies House b-advised.co.uk
7	Bede Financial Marske-by-the-SEA, Cleveland	Approach Score 77/100	2 directors aged 65-69 · longest in post since 2004 Independent More about this firm 7 staff · turnover est. £164k Net assets £175k (Jul 2025) Company no. 05178998 · Companies House bede-group.co.uk
8	PIA Financial Services Chester LE Street	Approach Score 75/100	Director aged 65-69 · in post since 2008 Independent More about this firm 12 staff · turnover est. £473k Net assets £816k (Nov 2025) Company no. 06422721 · Companies House piafs.co.uk
9	Carevantage Darlington, County Durham	Approach Score 73/100	1 director aged 65-69, 2 aged under 45 · longest in post since 2020 1 individual holds 75%+ · independent More about this firm 40 staff · turnover est. £830k Net assets £9k (Mar 2025) Company no. 12733074 · Companies House thecarevantage.com
10	Tarran & Co Darlington	Approach Score 70/100	In post since 2014 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £220k Net assets £128k (Mar 2025) Company no. 08906539 · Companies House tarranandco.co.uk
11	Financial Solutions (N.E.) South Shields, Tyne and Wear	Approach Score 65/100	1 director aged 55-59, 1 aged under 45 · longest in post since 2004 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £86k Net assets £126k (Sep 2026) Director resigned Apr 2025 Company no. 05217104 · Companies House fsne.co.uk
12	Greenarch Wealth Management Newcastle Upon Tyne, Tyne and Wear	Approach Score 65/100	1 director aged 55-59, 1 aged 45-49 · longest in post since 2005 Corporate owner More about this firm 9 staff · turnover est. £476k Net assets £206k (Mar 2025) PSC register changed Oct 2025 Company no. 05555136 · Companies House greenarch.uk
13	Central Insurance Consultants Newcastle Upon Tyne	Approach Score 65/100	1 director aged 65-69, 1 aged 60-64 · longest in post since 1997 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £137k No net assets figure held · accounts made up to Mar 2026 Company no. 03325637 · Companies House
14	D&G Insurance Services Redcar, North Yorkshire	Approach Score 64/100	Director aged under 45 · in post since 2018 2 individuals hold 75%+ · independent More about this firm 9 staff · turnover est. £1.3m Net assets £749k (Mar 2025) Director resigned Jan 2025 · PSC register changed Jun 2025 Company no. 11359936 · Companies House dginsurance.co.uk
15	WA Smith Insurance Cleveland	Approach Score 63/100	Longest in post since 1999 Independent More about this firm 5 staff · turnover est. £244k Net assets £279k (Dec 2025) Director resigned Feb 2026 Company no. 00491451 · Companies House wasmith.co.uk
16	Halcyon Wealth Corbridge, Northumberland	Approach Score 63/100	Director aged 60-64 · in post since 2012 Corporate owner More about this firm 5 staff · turnover est. £199k Net assets £175k (Jan 2025) Company no. 07906807 · Companies House halcyonwealth.co.uk
17	Safeguard Insurance & Financial Services Ltd. Gateshead, Tyne and Wear	Approach Score 61/100	We hold older figures than Companies House Director aged 60-64 · in post since 2006 Corporate owner More about this firm 37 staff · turnover est. £1.2m Net assets £80k · newer accounts made up to Apr 2025 Company no. 05796129 · Companies House safeguard-ltd.com
18	Gledhills Independent Mortgage Specialists Stockton-on-Tees	Approach Score 60/100	2 directors aged under 45 · longest in post since 2011 2 individuals hold 75%+ · independent More about this firm 13 staff · turnover est. £381k Net assets £8k (Mar 2025) Company no. 07549908 · Companies House gledhills.mortgage
19	Cutting Edge Mortgages Berwick-Upon-Tweed	Approach Score 57/100	Director aged under 45 · in post since 2019 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £169k Net assets £46k (Sep 2026) Company no. 12226591 · Companies House cuttingedgemortgages.co.uk
20	MG Financial Solutions Whitley BAY	Approach Score 56/100	1 director aged 45-49, 1 aged under 45 · longest in post since 2011 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £135k Net assets £275 (Feb 2025) Company no. 07827691 · Companies House mgfinancialsolutions.co.uk
21	Active Mortgage Services Guisborough, Cleveland	Approach Score 53/100	Director aged 50-54 · in post since 2005 Independent More about this firm 6 staff · turnover est. £368k Net assets £35k (Mar 2025) Company no. 04600469 · Companies House activemortgageservices.co.uk
22	313 Financial Durham, County Durham A director sits on 4 or more companies	Approach Score 52/100	2 directors aged under 45 · longest in post since 2016 2 individuals hold 50%+ · independent More about this firm 9 staff · turnover est. £354k Net assets £20k (Feb 2026) Company no. 10011175 · Companies House 313financial.co.uk
23	Bestford Insurance Wallsend	Approach Score 50/100	Longest in post since 2021 1 individual holds 75%+ · independent More about this firm 9 staff · turnover est. £354k Net assets £94k (Apr 2025) Company no. 13348589 · Companies House bestfordinsurance.uk
24	B. Portwood Bishop Auckland, Durham A director sits on 4 or more companies	Approach Score 49/100	Longest in post since 2026 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £341k No net assets figure held · accounts made up to Dec 2025 Director resigned Jun 2026 · PSC register changed Jun 2026 Company no. 00785468 · Companies House portwoodinsurance.co.uk
25	Talbot Jones Gateshead	Approach Score 45/100	Longest in post since 2015 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £79k Net assets £27k (Dec 2025) Company no. 09849720 · Companies House talbotjones.co.uk

4 more firms are in the list, in Approach Score order.

You're seeing the first 25. Buy all 29 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 29 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 the North East.

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

UK Newcastle upon Tyne East Midlands East of England London North West Northern Ireland Scotland South East South West Wales West Midlands Yorkshire and The Humber

The standard Firmbase list

Insurance Broking Companies in the UK