Insurance brokers to acquire in the North West

Updated 9 November 2026

Looking to acquire an insurance broker in the North West? Firmbase ranks 176 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 16 years; 1 firm is owned by a group that has acquired several firms in this sector. Looking beyond the North West? Explore the full UK list of insurance brokers.

176

Firms

UK 1,778

18%

Every director 55+

UK 25%

20%

Held 75%+ by one person

UK 24%

16

Median years in business

UK 17

9

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 1% of this list, against 5% across the UK.

Towns with the most firms

The first 25 firms, in Approach Score order

1

Barnett Jones & Cooke

Cheshire

Approach Score

85/100
  • Longest in post since 1999
  • 2 individuals hold 50%+ · independent
More about this firm
  • 11 staff · turnover est. £359k
  • Net assets £134k (Jul 2025)
  • Director resigned Feb 2026

Company no. 03719711 · Companies House

bjcinsurance.co.uk

2

Amberis

Wilmslow, Manchester

Approach Score

84/100
  • Director aged 55-59 · in post since 2002
  • 1 individual holds 75%+ · independent
More about this firm
  • 7 staff · turnover est. £664k
  • Net assets £904k (Aug 2025)
3

Lawton & Taylor Financial Services

Lancashire

Approach Score

82/100
  • Longest in post since 2003
  • 2 individuals hold 50%+ · independent
More about this firm
  • 7 staff · turnover est. £183k
  • Net assets £299k (Sep 2026)

Company no. 04916952 · Companies House

lawtonandtaylor.co.uk

4

Vale Insurance

Cheshire

Approach Score

81/100
  • Director aged 65-69 · in post since 1993
  • 2 individuals hold 50%+ · independent
More about this firm
  • 19 staff · turnover est. £2.4m
  • Net assets £2.6m (Jan 2026)

Company no. 02557904 · Companies House

vale.uk.com

5

Chittendens

Manchester

A director sits on 4 or more companies

Approach Score

80/100
  • 2 directors aged 70 or over, 1 aged under 45 · longest in post since 2003
  • 1 individual holds 75%+ · independent
More about this firm
  • 5 staff · turnover est. £252k
  • Net assets £206k (Sep 2025)

Company no. 04687172 · Companies House

thechittendens.com

6

Claim Link

Altrincham

Approach Score

79/100
  • Director aged 55-59 · in post since 1999
  • 1 individual holds 75%+ · independent
More about this firm
  • 5 staff · turnover est. £252k
  • Net assets £109k (Aug 2025)
  • Director resigned Jan 2025 · PSC register changed Jan 2025

Company no. 03882486 · Companies House

claimlinkuk.com

7

Chester Financial Wealth Management

Chester

Approach Score

78/100
  • 2 directors aged 55-59 · longest in post since 2010
  • 2 individuals hold 50%+ · independent
More about this firm
  • 5 staff · turnover est. £287k
  • Net assets £54k (Mar 2026)
8

Premier Financial Planning (cheadle)

Cheadle, Cheshire

Approach Score

77/100
  • Director aged 65-69 · in post since 2008
  • 2 individuals hold 75%+ · independent
More about this firm
  • 5 staff · turnover est. £114k
  • Net assets £3k (Sep 2025)

Company no. 06542655 · Companies House

premiercheadle.com

9

T & M Financial Planning Ltd

Poulton LE Fylde, Lancashire

Approach Score

74/100
  • 1 director aged 70 or over, 1 aged 60-64 · longest in post since 2013
  • Independent
More about this firm
  • 5 staff · turnover est. £468k
  • Net assets £421k (Jun 2026)
10

B&M Insurance Brokers

Bury, Lancashire

Approach Score

74/100
  • Director aged 60-64 · in post since 2003
  • Corporate owner
More about this firm
  • 10 staff · turnover est. £485k
  • Net assets £95k (Dec 2025)

Company no. 04838284 · Companies House

bricksandmotor.co.uk

11

People and Business

Liverpool, Merseyside

Approach Score

74/100
  • Director aged 60-64 · in post since 2014
  • Independent
More about this firm
  • 12 staff · turnover est. £844k
  • Net assets £692k (May 2025)

Company no. 08954170 · Companies House

pandbifa.co.uk

12

Apple Tree Finance

Poulton-LE-Fylde, Lancashire

A director sits on 4 or more companies

Approach Score

73/100
  • Director aged 65-69 · in post since 2026
  • Corporate owner
More about this firm
  • 8 staff · turnover est. £744k
  • Net assets £257k (Dec 2025)
  • Director resigned Jun 2026 · charge satisfied Mar 2026 · PSC register changed Jun 2026

Company no. 05639143 · Companies House

appletreefinance.com

13

Lifestyle Insurance Brokers

Stockport, Cheshire

Approach Score

73/100
  • 1 director aged 60-64, 1 aged 45-49, 2 aged under 45 · longest in post since 2005
  • 1 individual holds 75%+ · independent
More about this firm
  • 52 staff · turnover est. £3.7m
  • Net assets £681k (Aug 2026)
14

McGrath & Associates Wealth Management

Accrington, Lancashire

Approach Score

73/100
  • In post since 2015
  • 1 individual holds 75%+ · independent
More about this firm
  • 5 staff · turnover est. £171k
  • Net assets £102k (Apr 2026)
15

Wellington-Young Insurance Services

Wirral, Merseyside

Approach Score

71/100
  • Longest in post since 2010
  • 2 individuals hold 75%+ · independent
More about this firm
  • 5 staff · turnover est. £62k
  • Net assets £21k (Jun 2026)
16

Apple Insurance Services

Manchester

Approach Score

71/100
  • Director aged 55-59 · in post since 2019
  • 1 individual holds 75%+ · independent
More about this firm
  • 5 staff · turnover £209k
  • Net assets £203k (Mar 2025)
17

John Earnshaw Independent Financial Advisers

Blackpool, Lancashire

Approach Score

71/100
  • In post since 2003
  • Corporate owner
More about this firm
  • 11 staff · turnover est. £311k
  • Net assets £132k (Apr 2026)

Company no. 04670543 · Companies House

johnearnshaw.co.uk

18

Alpha Financial Management

Merseyside

Approach Score

71/100
  • Director aged 55-59 · in post since 2002
  • Independent
More about this firm
  • 6 staff · turnover est. £299k
  • Net assets £148k (Mar 2025)
  • PSC register changed Dec 2024

Company no. 04405679 · Companies House

afm.org.uk

19

Progress F S

Preston, Lancashire

A director sits on 4 or more companies

Approach Score

70/100
  • 1 director aged 70 or over, 1 aged under 45 · longest in post since 2001
  • 2 individuals hold 75%+ · independent
More about this firm
  • 5 staff · turnover est. £191k
  • Net assets £99k (Mar 2025)

Company no. 04217039 · Companies House

progressfs.co.uk

20

Premier Insurance Centre

Winsford, Cheshire

Approach Score

69/100

We hold older figures than Companies House

  • 1 director aged 60-64, 1 aged 55-59 · longest in post since 1992
  • 2 individuals hold 50%+ · independent
More about this firm
  • 24 staff · turnover est. £1.2m
  • Net assets £177k (Mar 2024) · newer accounts made up to Mar 2026

Company no. 02719017 · Companies House

premierins.co.uk

21

Alternative Insurance Brokers

Stockport

Approach Score

69/100
  • 1 director aged 65-69, 1 aged 55-59 · longest in post since 2012
  • Independent
More about this firm
  • 9 staff · turnover est. £722k
  • Net assets £353k (Dec 2025)
22

E S Walton

Liverpool

A director sits on 4 or more companies

Approach Score

69/100
  • Director aged 60-64 · in post since 1998
  • Independent
More about this firm
  • 9 staff · turnover est. £459k
  • Net assets £276k (Nov 2025)

Company no. 01287566 · Companies House

eswalton.co.uk

23

Protego

Salford, Manchester

A director sits on 4 or more companies

Approach Score

69/100
  • 1 director aged 70 or over, 1 aged 60-64, 1 aged 55-59 · longest in post since 2005
  • Independent
More about this firm
  • 6 staff · turnover est. £1.3m
  • Net assets £681k (Jul 2026)

Company no. 04762595 · Companies House

protegogroup.com

24

Pacific Financial Services (north West)

Burnley, Lancs

Approach Score

69/100
  • Director aged 50-54 · in post since 2012
  • 1 individual holds 75%+ · independent
More about this firm
  • 5 staff · turnover est. £409k
  • Net assets £328k (Nov 2025)
25

Elm Tree IFA

Warrington, Cheshire

Approach Score

68/100

We hold older figures than Companies House

  • 2 directors aged 60-64 · longest in post since 2009
  • 2 individuals hold 50%+ · independent
More about this firm
  • 5 staff · turnover est. £329k
  • Net assets £813 · newer accounts made up to Dec 2024

Company no. 07050523 · Companies House

elmtreeifa.co.uk

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

You're seeing the first 25. Buy all 176 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 176 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 West.
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.

You can find the company number on Companies House.

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The standard Firmbase list

Buy the list of all 176 firms, with director names, ages and shareholders

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