Insurance brokers to acquire in Swansea

Updated 9 November 2026

Looking to acquire an insurance broker in Swansea? Firmbase ranks 16 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 16 years. Looking beyond Swansea? Explore the full Wales list of insurance brokers.

16

Firms

UK 1,778

40%

Every director 55+

UK 25%

50%

Held 75%+ by one person

UK 24%

16

Median years in business

UK 17

8

Median headcount

UK 8

£500k to £1m

Median turnover band

UK £250k to £500k · includes our estimates

All 16 firms, in Approach Score order

1

Best Price FS

Port Talbot

Approach Score

83/100
  • Director aged 55-59 · in post since 2011
  • 1 individual holds 75%+ · independent
More about this firm
  • 6 staff · turnover est. £614k
  • Net assets £754k (Apr 2024)

Company no. 07611309 · Companies House

bestpricefs.co.uk

2

IRCS Insurance Brokers

Swansea, West Glamorgan

Approach Score

82/100
  • Director aged 65-69 · in post since 1997
  • 1 individual holds 75%+ · independent
More about this firm
  • 7 staff · turnover est. £695k
  • Net assets £344k (Dec 2025)

Company no. 03417790 · Companies House

ircs.co.uk

3

Enterprise Insurance Services (swansea)

Llansamlet,, Swansea.

Approach Score

78/100
  • Director aged 65-69 · in post since 1994
  • 1 individual holds 75%+ · independent
More about this firm
  • 13 staff · turnover est. £924k
  • Net assets £426k (Jul 2025)
4

Red Dot Group

Carmarthenshire

Approach Score

77/100
  • Director aged 55-59 · in post since 2001
  • 1 individual holds 75%+ · independent
More about this firm
  • 12 staff · turnover est. £1.4m
  • Net assets £1.3m (Jul 2025)

Company no. 04254949 · Companies House

reddotgroup.co.uk

5

The Steve Williams Practice

Swansea

Approach Score

73/100
  • In post since 2017
  • 1 individual holds 75%+ · independent
More about this firm
  • 6 staff · turnover est. £242k
  • Net assets £151k (Feb 2025)
6

Copperstone Financial Services

Swansea, Glamorgan

Approach Score

67/100
  • 1 director aged 60-64, 3 aged 55-59 · longest in post since 2005
  • 2 individuals hold 50%+ · independent
More about this firm
  • 6 staff · turnover est. £127k
  • Net assets £29k (Mar 2025)
7

Compton Insurance Services

Swansea, West Glamorgan

A director sits on 4 or more companies

Approach Score

67/100

We hold older figures than Companies House

  • 1 director aged 70 or over, 1 aged 60-64 · longest in post since 1992
  • Independent
More about this firm
  • 5 staff · turnover est. £4.3m
  • Net assets £7.5m · newer accounts made up to Oct 2025
8

First Mortgage Solutions

Neath

A director sits on 4 or more companies

Approach Score

55/100
  • Director aged under 45 · in post since 2020
  • 1 individual holds 75%+ · independent
More about this firm
  • 6 staff · turnover est. £318k
  • Net assets £133k (Mar 2025)
9

Essential Risk Solutions

Swansea

Approach Score

52/100
  • Director aged 45-49 · in post since 2019
  • 1 individual holds 75%+ · independent
More about this firm
  • 5 staff · turnover est. £125k
  • Net assets £4k (Mar 2025)
10

A to Z Insurance Services

Llanelli

A director sits on 4 or more companies

Approach Score

50/100
  • 2 directors aged under 45 · longest in post since 2019
  • 1 individual holds 75%+ · independent
More about this firm
  • 10 staff · turnover est. £287k
  • Net assets £443k (Oct 2025)

Company no. 12238026 · Companies House

atoz-ins.co.uk

11

Puffin Insurance

Whitland, Dyfed

Approach Score

44/100
  • 2 directors aged 50-54, 2 aged under 45 · longest in post since 2015
  • 2 individuals hold 50%+ · independent
More about this firm
  • 8 staff · turnover est. £3.5m

Company no. 09545476 · Companies House

puffininsurance.com

12

Secure for Life

Gowerton, Swansea

Approach Score

44/100
  • 3 directors aged under 45 · longest in post since 2015
  • Independent
More about this firm
  • 63 staff · turnover est. £2.9m
  • Net assets £869k (Apr 2025)

Company no. 09570173 · Companies House

secureforlife.co.uk

13

Mortgage Advice Swansea

Swansea

A director sits on 4 or more companies

Approach Score

41/100
  • 2 directors aged 45-49 · longest in post since 2016
  • 2 individuals hold 50%+ · independent
More about this firm
  • 10 staff · turnover est. £338k
  • Net assets -£33k (Jul 2025)

Company no. 10291490 · Companies House

swanseamortgage.uk

14

Compare Insurance

Swansea

A director sits on 4 or more companies

Approach Score

40/100

We hold older figures than Companies House

  • Director aged 50-54 · in post since 2009
  • Corporate owner
More about this firm
  • 57 staff · turnover est. £1.9m
  • Net assets £148k · newer accounts made up to Jun 2025
15

Hexagon Wealth

Swansea

Approach Score

39/100
  • 2 directors aged 45-49 · longest in post since 2020
  • Corporate owner
More about this firm
  • 11 staff · turnover est. £809k
  • Net assets £193k (Oct 2025)

Company no. 04503414 · Companies House

hexagonwealth.co.uk

16

RA Davies Ltd

Carmarthen, Carmarthenshire

Approach Score

36/100

We hold older figures than Companies House

  • Director aged under 45 · in post since 2026
  • Corporate owner
More about this firm
  • 8 staff · turnover est. £1.6m
  • Net assets £959k · newer accounts made up to May 2025
  • Director resigned Mar 2026 · PSC register changed Mar 2026

Company no. 07196567 · Companies House

radaviesltd.com

Buy the list of all 16 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 Swansea.
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.

To have personal data erased, see our privacy policy.

Other areas

Related sectors

The standard Firmbase list

Buy the list of all 16 firms, with director names, ages and shareholders

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