Insurance brokers to acquire in Scotland

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

Updated 9 November 2026

Looking to acquire an insurance broker in Scotland? Firmbase ranks 70 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 16 years; 6 firms are owned by groups that have acquired several firms in this sector. Looking beyond Scotland? Explore the full UK list of insurance brokers.

Firms

UK 1,778

22%

Every director 55+

UK 25%

14%

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

6 firms owned by 4 groups that have bought several firms in this sector. That is 9% of this list, against 5% across the UK. Groups that own firms on this list include Fairstone and Partners&. To have a group's name removed, email dave@firmbase.co.

Towns with the most firms

Glasgow 32 firms
Edinburgh 15 firms

The first 25 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	The Mortgage Shop Inverness	Approach Score 84/100	Director aged 65-69 · in post since 2009 2 individuals hold 50%+ · held via a trust or firm · independent More about this firm 5 staff · turnover est. £263k Net assets £372k (Sep 2025) Company no. SC363907 · Companies House themortgage-shop.co.uk
2	Optima Financial Services Aberdeenshire	Approach Score 83/100	1 director aged 65-69, 1 aged 60-64 · longest in post since 1999 2 individuals hold 50%+ · independent More about this firm 9 staff · turnover est. £645k Net assets £134k (Jun 2025) PSC register changed Jun 2026 Company no. SC202196 · Companies House optima-fs.co.uk
3	Edinburgh Risk Management (general) Haddington, North Berwick	Approach Score 76/100	2 directors aged 70 or over · longest in post since 2001 Independent More about this firm 14 staff · turnover est. £1.8m Net assets £1.3m (Nov 2025) Company no. SC222279 · Companies House ermg.co.uk
4	Anderson Smith Insurance Brokers Kinross	Approach Score 76/100	Longest in post since 2020 2 individuals hold 75%+ · independent More about this firm 13 staff · turnover est. £446k Net assets £180k (Dec 2025) Company no. SC652668 · Companies House anderson-smith.co.uk
5	Holland (glasgow) Insurance Brokers Glasgow, Strathclyde	Approach Score 73/100	We hold older figures than Companies House Director aged 60-64 · in post since 2000 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £514k Net assets £996k · newer accounts made up to Dec 2025 Charge satisfied Feb 2026 Company no. SC128802 · Companies House hollandinsurancebrokers.com
6	Wealth Professional Bathgate, West Lothian A director sits on 4 or more companies	Approach Score 73/100	1 director aged 55-59, 1 aged 45-49 · longest in post since 2011 Corporate owner More about this firm 13 staff · turnover est. £511k Net assets £324k (May 2025) Director resigned Sep 2026 · PSC register changed Apr 2026 Company no. SC400522 · Companies House wealthprofessional.co.uk
7	JM IFA Edinburgh	Approach Score 73/100	Director aged 55-59 · in post since 2014 2 individuals hold 50%+ · independent More about this firm 9 staff · turnover est. £7.7m Net assets £6.2m (Mar 2026) Company no. SC473934 · Companies House jmifa.co.uk
8	Kirkton INS Brokers Wishaw, North Lanarkshire A director sits on 4 or more companies	Approach Score 72/100	2 directors aged 65-69 · longest in post since 2017 Corporate owner More about this firm 7 staff · turnover est. £330k Net assets £140k (Dec 2025) Company no. SC572633 · Companies House kirktoninsbrokers.co.uk
9	Fulcrum IEB Grangemouth, Stirlingshire	Approach Score 71/100	We hold older figures than Companies House 1 director aged 65-69, 1 aged 60-64 · longest in post since 2007 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £271k Net assets £87k · newer accounts made up to Dec 2025 Company no. SC335390 · Companies House fulcrumieb.co.uk
10	David Mcdonald Financial Services Glasgow	Approach Score 71/100	We hold older figures than Companies House In post since 2005 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £437k Net assets £415k (Mar 2022) · newer accounts made up to Mar 2026 Company no. SC279742 · Companies House davidmcdonaldfinancialservices.co.uk
11	The Glasgow Mortgage Glasgow	Approach Score 69/100	We hold older figures than Companies House 1 director aged 65-69, 1 aged 45-49 · longest in post since 2012 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £433k Net assets £235k · newer accounts made up to Dec 2024 Director resigned Sep 2025 · PSC register changed Sep 2025 Company no. SC432810 · Companies House glasgowmortgagecompany.co.uk
12	Insure Smart Kirkcaldy, Fife A director sits on 4 or more companies	Approach Score 69/100	1 director aged 60-64, 1 aged 55-59, 2 aged 45-49 · longest in post since 2004 Independent More about this firm 14 staff · turnover est. £331k Net assets £133k (Jun 2025) Company no. SC268774 · Companies House insure-smart.co.uk
13	Mortgage Advice Brokerage Glasgow	Approach Score 68/100	3 directors aged 55-59, 1 aged 50-54, 1 aged 45-49 · longest in post since 2008 Independent More about this firm 15 staff · turnover est. £562k Net assets £237k (Mar 2025) PSC register changed Aug 2026 Company no. SC336489 · Companies House mortgageadvicebrokerage.co.uk
14	Bird Stewart Financial Services Airdrie	Approach Score 68/100	We hold older figures than Companies House In post since 2012 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £164k Net assets £138k · newer accounts made up to Oct 2025 Company no. SC433805 · Companies House
15	Riverpark Glasgow	Approach Score 67/100	We hold older figures than Companies House 1 director aged 65-69, 1 aged 60-64 · longest in post since 2001 Independent More about this firm 5 staff · turnover est. £405k Net assets £236k · newer accounts made up to Nov 2025 Company no. SC220303 · Companies House riverparkifa.com
16	Bricks and Mortar Mortgages Glasgow	Approach Score 66/100	We hold older figures than Companies House Director aged 55-59 · in post since 2017 1 individual holds 75%+ · held via a trust or firm · independent More about this firm 5 staff · turnover est. £282k Net assets £102k · newer accounts made up to Aug 2025 Company no. SC573285 · Companies House bricksandmortarmortgages.co.uk
17	The Mortgage Finance Store Dundee	Approach Score 65/100	Director aged 65-69 · in post since 2026 Held via a trust or firm · independent More about this firm 7 staff · turnover est. £300k Net assets £159k (Mar 2025) Director resigned Aug 2026 · PSC register changed Aug 2026 Company no. SC245264 · Companies House themortgagefinancestore.co.uk
18	M B Financial Planning Glasgow	Approach Score 63/100	We hold older figures than Companies House 1 director aged 60-64, 1 aged 55-59 · longest in post since 2015 2 individuals hold 50%+ · independent More about this firm 7 staff · turnover est. £260k Net assets £61k · newer accounts made up to Oct 2025 Company no. SC517602 · Companies House mbfp.co.uk
19	Cheaper Insurance Direct	Approach Score 62/100	1 director aged 65-69, 1 aged under 45 · longest in post since 2001 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £206k Net assets £73k (Jun 2026) Company no. SC217135 · Companies House cheaperinsurancedirect.com
20	South of Scotland Mortgage Services Dalkeith	Approach Score 62/100	Director aged 45-49 · in post since 2019 2 individuals hold 75%+ · independent More about this firm 10 staff · turnover est. £363k Net assets £89 (Oct 2024) PSC register changed Apr 2026 Company no. SC645262 · Companies House
21	Park Place Insurance Fife A director sits on 4 or more companies	Approach Score 61/100	We hold older figures than Companies House 2 directors aged 60-64, 1 aged 50-54 · longest in post since 2022 1 individual holds 75%+ · independent More about this firm 13 staff · turnover est. £690k Net assets £355k · newer accounts made up to Dec 2024 Company no. SC135773 · Companies House parkplaceinsurance.co.uk
22	CCW Global Isle of Lewis	Approach Score 61/100	We hold older figures than Companies House 2 directors aged 70 or over, 1 aged under 45 · longest in post since 2002 Independent More about this firm 6 staff · turnover est. £806k Net assets £457k · newer accounts made up to Mar 2026 Company no. SC235907 · Companies House ccw-global.com
23	Keegan and Pennykid(insurance Brokers)	Approach Score 60/100	Longest in post since 2013 Corporate owner More about this firm 12 staff · turnover est. £2.3m Net assets £315k (Dec 2025) Company no. SC060085 · Companies House keegan-pennykid.com
24	Family Confident Edinburgh A director sits on 4 or more companies	Approach Score 59/100	Director aged under 45 · in post since 2016 1 individual holds 75%+ · corporate owner More about this firm 20 staff · turnover est. £2m Net assets £342k (Sep 2025) Company no. SC546600 · Companies House
25	Kyle Consulting Glasgow	Approach Score 59/100	We hold older figures than Companies House 1 director aged 55-59, 1 aged 50-54 · longest in post since 2003 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £176k Net assets £55k (Oct 2023) · newer accounts made up to Oct 2025 Company no. SC253749 · Companies House

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

You're seeing the first 25. Buy all 70 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 70 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 Scotland.

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.

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The standard Firmbase list

Insurance Broking Companies in the UK