Insurance brokers to acquire in Reading

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

Updated 9 November 2026

Looking to acquire an insurance broker in Reading? Firmbase ranks 21 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 7 staff and has been in business for 18 years. Looking beyond Reading? Explore the full South East list of insurance brokers.

Firms

UK 1,778

31%

Every director 55+

UK 25%

29%

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 21 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	Clear View Financial Services Reading	Approach Score 79/100	Director aged 55-59 · in post since 2006 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £257k Net assets £267k (Dec 2025) Company no. 05972253 · Companies House clearviewfs.co.uk
2	Protection & Investment Limited Aldermaston A director sits on 4 or more companies	Approach Score 77/100	In post since 2006 Independent More about this firm 7 staff · turnover est. £772k Net assets £645k (Mar 2025) Company no. 05749484 · Companies House pil.uk.com
3	Arborheath Reading, Berkshire	Approach Score 74/100	1 director aged 70 or over, 1 aged 60-64 · longest in post since 2020 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £183k Net assets £23k (Mar 2026) Company no. 12842362 · Companies House arborheath.co.uk
4	Crowthorne Insurance Services Berkshire A director sits on 4 or more companies	Approach Score 65/100	1 director aged 55-59, 1 aged under 45 · longest in post since 2003 Corporate owner More about this firm 23 staff · turnover est. £2.5m Net assets £1.4m (Jul 2025) Director resigned Mar 2026 Company no. 04999457 · Companies House crowthorne.co.uk
5	Firstxtra Newbury, Berkshire	Approach Score 64/100	2 directors aged 70 or over, 1 aged 50-54, 2 aged under 45 · longest in post since 2013 Independent More about this firm 21 staff · turnover est. £890k Net assets £669k (Dec 2025) Company no. 08678559 · Companies House firstxtra.co.uk
6	Oculus Wealth Management (newbury) Newbury	Approach Score 64/100	Director aged 60-64 · in post since 2020 Independent More about this firm 6 staff · turnover est. £163k Net assets £97k (Dec 2025) Company no. 12871875 · Companies House oculuswealth.co.uk
7	Think Mortgages Bracknell, Berkshire	Approach Score 64/100	We hold older figures than Companies House Director aged 55-59 · in post since 2004 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £95k Net assets -£4k (Feb 2022) · newer accounts made up to Feb 2026 Company no. 05073705 · Companies House thinkmortgagesltd.co.uk
8	Macbeth Reading A director sits on 4 or more companies	Approach Score 63/100	Longest in post since 2013 Corporate owner More about this firm 5 staff · turnover est. £269k Net assets £54k (Dec 2025) Company no. 08542176 · Companies House macbeths.co.uk
9	Maxim Financial Solutions Crowthorne	Approach Score 62/100	1 director aged 55-59, 2 aged 50-54 · longest in post since 2012 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover £649k Net assets £48k (Dec 2025) Company no. 04952586 · Companies House maxim-mortgages.co.uk
10	Janus Financial Consultancy Thatcham, Berkshire	Approach Score 60/100	We hold older figures than Companies House 1 director aged 60-64, 1 aged 45-49 · longest in post since 2004 Independent More about this firm 8 staff · turnover £774k Net assets £366k (Apr 2021) · newer accounts made up to Apr 2025 Company no. 05092862 · Companies House janusconsultancy.com
11	KJ Herbert Insurance Services Newbury, Berkshire	Approach Score 60/100	Longest in post since 2002 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £801k Net assets £661k (Sep 2025) Company no. 04528477 · Companies House kjherbertinsurance.co.uk
12	Beechwood Mortgages Reading, Berkshire	Approach Score 58/100	1 director aged 55-59, 1 aged 50-54 · longest in post since 2006 Independent More about this firm 8 staff · turnover est. £330k Net assets £251 (Mar 2026) Company no. 06030813 · Companies House beechwoodmortgages.com
13	Berkshire Hathaway Travel Protection Reading	Approach Score 57/100	Director aged 55-59 · in post since 2014 1 individual holds 75%+ · independent More about this firm 10 staff · turnover est. £139k Net assets -£23k (Mar 2026) Company no. 08016817 · Companies House bhtp.com/road-trip-travel-insurance
14	Shirley Hughes Financial Services Newbury, Berkshire	Approach Score 56/100	In post since 2011 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £561k Net assets £444k (Sep 2024) Company no. 06696760 · Companies House shirleyhughesfinancialservices.com
15	Risk HQ Reading	Approach Score 52/100	Director aged under 45 · in post since 2022 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £114k Net assets £1 (Aug 2025) Company no. 14315391 · Companies House riskhq.co.uk
16	Springtide Capital Hungerford, Berkshire	Approach Score 52/100	Director aged 50-54 · in post since 2006 1 individual holds 75%+ · independent More about this firm 12 staff · turnover est. £797k Company no. 02197281 · Companies House springtidecapital.com
17	BatesWilcox Newbury, Berkshire	Approach Score 48/100	Longest in post since 2019 2 individuals hold 50%+ · independent More about this firm 7 staff · turnover est. £274k Net assets £90k (Mar 2026) Company no. 12030990 · Companies House bateswilcox.co.uk
18	Clark & Poole Wokingham	Approach Score 46/100	1 director aged 45-49, 1 aged under 45 · longest in post since 2025 Corporate owner More about this firm 9 staff · turnover est. £704k Net assets £877k (Mar 2025) Director resigned Dec 2025 · PSC register changed Dec 2025 Company no. 06840496 · Companies House clarkandpoole.co.uk
19	Sustain Insurance Brokers Hungerford, West Berkshire A director sits on 4 or more companies	Approach Score 45/100	Director aged 45-49 · in post since 2024 Corporate owner More about this firm 9 staff · turnover est. £477k Net assets £144k (Mar 2025) Company no. 14309360 · Companies House sustainib.co.uk
20	Arch Newbury, Berkshire	Approach Score 43/100	1 director aged 55-59, 1 aged 50-54, 1 aged 45-49 · longest in post since 2022 Independent More about this firm 7 staff · turnover est. £155k Net assets -£227k (Dec 2025) Company no. 14027554 · Companies House insurance.archgroup.com
21	J Finance Newbury, Berkshire	Approach Score 29/100	We hold older figures than Companies House Director aged under 45 · in post since 2023 Corporate owner More about this firm 7 staff · turnover est. £314k Net assets £104k (Mar 2022) · newer accounts made up to Mar 2026 Company no. 05238941 · Companies House jfinance.co.uk

Buy the list of all 21 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 Reading.

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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The standard Firmbase list

Insurance Broking Companies in the UK