Insurance brokers to acquire in Wales

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

Updated 9 November 2026

Looking to acquire an insurance broker in Wales? Firmbase ranks 65 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; 1 firm is owned by a group that has acquired several firms in this sector. Looking beyond Wales? Explore the full UK list of insurance brokers.

Firms

UK 1,778

30%

Every director 55+

UK 25%

31%

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 2% of this list, against 5% across the UK.

Towns with the most firms

Cardiff 25 firms
Swansea 16 firms

The first 25 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
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	Aim 4 a Great Quote Deeside, Flintshire	Approach Score 80/100	Director aged 70 or over 1 individual holds 75%+ · independent More about this firm 15 staff · turnover est. £3m Net assets £2m (Sep 2025) Company no. 00643811 · Companies House aim4agreatquote.co.uk
4	Burley FOX Cardiff	Approach Score 79/100	Longest in post since 2013 2 individuals hold 50%+ · independent More about this firm 11 staff · turnover est. £674k Net assets £125k (Apr 2025) Charge satisfied May 2026 Company no. 08644340 · Companies House burleyfox.com
5	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) Company no. 02490379 · Companies House enterpriseinsuranceservices.com
6	Watkin Davies Newport, Gwent	Approach Score 78/100	Longest in post since 1997 2 individuals hold 50%+ · independent More about this firm 13 staff · turnover est. £1.2m Net assets £411k (Mar 2026) Director resigned Sep 2026 · PSC register changed Sep 2026 Company no. 00785996 · Companies House howdeninsurance.co.uk/watkin-davies
7	MGI Direct USK, Monmouthshire	Approach Score 78/100	Director aged 55-59 · in post since 2011 2 individuals hold 75%+ · independent More about this firm 13 staff · turnover est. £492k Net assets £42k (Mar 2025) Company no. 07569731 · Companies House mgidirect.co.uk
8	Columbus Forty Five Newport	Approach Score 77/100	Director aged 55-59 · in post since 2016 1 individual holds 75%+ · independent More about this firm 16 staff · turnover est. £400k Net assets £181k (Sep 2025) Company no. 10395718 · Companies House
9	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
10	Buildsafe Trading Caldicot, Monmouthshire	Approach Score 76/100	Member aged 70 or over · in post since 2011 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £363k No net assets figure held · accounts made up to Mar 2026 Company no. OC368364 · Companies House buildsafe.co.uk
11	Tarian (yswiriant) Cyfyngedig Caernarfon, Gwynedd	Approach Score 74/100	We hold older figures than Companies House Director aged 60-64 · in post since 1999 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £506k Net assets £240k (Sep 2021) · newer accounts made up to Sep 2025 Company no. 03720798 · Companies House tarianarlein.co.uk
12	Charles Frank Finance Cardiff	Approach Score 73/100	Director aged 60-64 · in post since 2013 1 individual holds 75%+ · held via a trust or firm · independent More about this firm 10 staff · turnover est. £426k Net assets £185k (Nov 2025) Company no. 07791769 · Companies House cffl.co.uk
13	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) Company no. 10596690 · Companies House thestevewilliamspractice.co.uk
14	Commodore Finance Prestatyn, Denbighshire	Approach Score 69/100	1 director aged 65-69, 1 aged 45-49 · longest in post since 2006 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover £135k Net assets £35k (Sep 2025) Company no. 05924654 · Companies House commodorefinance.co.uk
15	Porthcawl Insurance Consultants (UK) Limited Porthcawl, MID Glamorgan	Approach Score 69/100	1 director aged 60-64, 1 aged 50-54 · longest in post since 2001 2 individuals hold 50%+ · independent More about this firm 9 staff · turnover est. £498k Net assets £762k (Jul 2026) Company no. 04188445 · Companies House porthcawl-insurance.co.uk
16	Insurance Services Wales Merthyr Tydfil	Approach Score 67/100	2 directors aged 55-59 · longest in post since 2001 2 individuals hold 50%+ · held via a trust or firm · independent More about this firm 6 staff · turnover est. £101k Net assets £12k (May 2026) Company no. 02989714 · Companies House insuranceserviceswales.co.uk
17	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) Company no. 05661607 · Companies House copperstone-financial.co.uk
18	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 Company no. 02691285 · Companies House comptongroup.com/insurance
19	Elite Mortgages Porth, Rhondda Cynon TAF A director sits on 4 or more companies	Approach Score 65/100	We hold older figures than Companies House 2 directors aged 60-64 · longest in post since 2004 Independent More about this firm 11 staff · turnover est. £592k Net assets £22k · newer accounts made up to Mar 2025 Director resigned Nov 2025 Company no. 05066544 · Companies House elite-mortgages.co.uk
20	Eden Hawk Cardiff, South Glamorgan	Approach Score 65/100	1 director aged 60-64, 2 aged under 45 · longest in post since 2014 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £151k Net assets £61k (Jul 2026) PSC register changed Apr 2025 Company no. 08989898 · Companies House edenhawk.co.uk
21	Hedley Asset Management Haverfordwest, Pembrokeshire	Approach Score 64/100	We hold older figures than Companies House 1 director aged 70 or over, 1 aged 45-49 · longest in post since 1999 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £300k Net assets £244k · newer accounts made up to Mar 2025 Company no. 03261771 · Companies House hedleyasset.co.uk
22	LL Financial Planning Rhuddlan, Denbighshire A director sits on 4 or more companies	Approach Score 63/100	1 director aged 60-64, 1 aged under 45 · longest in post since 2013 2 individuals hold 50%+ · independent More about this firm 7 staff · turnover est. £343k Net assets £6k (Dec 2025) Company no. 08493481 · Companies House llfinancial.co.uk
23	Eryl Jones Insurance Lampeter, Ceredigion	Approach Score 62/100	2 directors aged 65-69, 1 aged under 45 · longest in post since 2010 2 individuals hold 50%+ · independent More about this firm 8 staff · turnover est. £211k Net assets £36k (Feb 2026) Company no. 07361147 · Companies House eryljonesins.co.uk
24	Mortgage Taylors Monmouth, Gwent	Approach Score 61/100	1 director aged 45-49, 1 aged under 45 · longest in post since 2003 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £614k Net assets £713k (Aug 2025) Company no. 04865326 · Companies House mortgagetaylors.com
25	FFP Solutions ST Asaph, Denbighshire	Approach Score 60/100	2 directors aged 50-54 · longest in post since 2014 2 individuals hold 50%+ · independent More about this firm 9 staff · turnover est. £949k Net assets £292k (May 2025) Company no. 08958626 · Companies House ffp-solutions.co.uk

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

You're seeing the first 25. Buy all 65 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 65 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 Wales.

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 Cardiff Swansea East Midlands East of England London North East North West Northern Ireland Scotland South East South West West Midlands Yorkshire and The Humber

The standard Firmbase list

Insurance Broking Companies in the UK