Wealth managers and IFAs to acquire in Aberdeen

Name: Wealth managers and IFAs to acquire in Aberdeen
Creator: Firmbase
License: https://firmbase.co/terms

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Aberdeen? Firmbase ranks 25 wealth managers and IFAs 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 11 staff and has been in business for 17 years; 1 firm is owned by a group that has acquired several firms in this sector. Looking beyond Aberdeen? Explore the full Scotland list of wealth managers and IFAs.

Firms

UK 3,326

27%

Every director 55+

UK 26%

32%

Held 75%+ by one person

UK 24%

Median years in business

UK 14

Median headcount

UK 8

£500k to £1m

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 4% of this list, against 1% across the UK. The group is Fairstone. To have a group's name removed, email dave@firmbase.co.

All 25 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	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
2	Advanced FP Inverurie, Aberdeenshire	Approach Score 82/100	Director aged 70 or over · in post since 2010 1 individual holds 75%+ · independent More about this firm 11 staff · turnover est. £3.4m Net assets £4m (Mar 2025) Company no. SC387177 · Companies House advancedfp.co.uk
3	Laughlin USA Aberdeen	Approach Score 81/100	1 director aged 60-64, 1 aged 55-59 · longest in post since 2012 2 individuals hold 50%+ · independent More about this firm 19 staff · turnover est. £642k Net assets £259k (Jul 2025) Director resigned Apr 2026 Company no. SC423185 · Companies House laughlinusa.com
4	Futura Investments Aberdeen	Approach Score 79/100	1 director aged 60-64, 1 aged 45-49 · longest in post since 2005 1 individual holds 75%+ · independent More about this firm 9 staff · turnover est. £357k Net assets £206k (Dec 2025) Company no. SC181954 · Companies House futurainvestments.co.uk
5	VT Wealth Aberdeen	Approach Score 79/100	Director aged 55-59 · in post since 2018 1 individual holds 75%+ · independent More about this firm 11 staff · turnover est. £597k Net assets £236k (Dec 2025) Company no. SC590450 · Companies House vtwealth.co.uk
6	The Strachan Aberdeenshire	Approach Score 66/100	We hold older figures than Companies House Longest in post since 2005 2 individuals hold 50%+ · independent More about this firm 14 staff · turnover est. £1.8m Net assets £2.6m · newer accounts made up to May 2025 Company no. SC283174 · Companies House tspifa.co.uk
7	Gary Walker Wealth Management Aberdeen	Approach Score 66/100	In post since 2007 Corporate owner More about this firm 16 staff · turnover est. £1.1m Net assets £8k (Dec 2025) Company no. SC325490 · Companies House garywalker.co.uk
8	CJC Enterprises Aberdeenshire	Approach Score 64/100	Director aged 55-59 · in post since 2005 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £219k Company no. SC284906 · Companies House cjc.enterprises
9	J M Taylor Financial Services Aberdeen A director sits on 4 or more companies	Approach Score 61/100	We hold older figures than Companies House 1 director aged 65-69, 1 aged 60-64, 1 aged 55-59, 1 aged 50-54 · longest in post since 2008 Independent More about this firm 13 staff · turnover est. £1.9m Net assets £1.8m · newer accounts made up to May 2025 Company no. SC352131 · Companies House jmtaylor-ifa.co.uk
10	Russell Gibson Aberdeen, Aberdeen City A director sits on 4 or more companies	Approach Score 59/100	1 director aged 60-64, 2 aged 50-54, 1 aged 45-49 · longest in post since 2022 Corporate owner More about this firm 13 staff · turnover est. £2.9m Net assets £3.2m (Dec 2025) Director resigned Apr 2026 Company no. SC333657 · Companies House russellgibson.co.uk
11	Structured Financial Planning Fraserburgh, Aberdeenshire	Approach Score 57/100	We hold older figures than Companies House 1 director aged 60-64, 1 aged under 45 · longest in post since 2004 Independent More about this firm 8 staff · turnover est. £403k Net assets £264k · newer accounts made up to Sep 2025 Director resigned Jan 2026 Company no. SC270785 · Companies House sfp-ifa.co.uk
12	Alan Rutherford Wealth Management Westhill	Approach Score 56/100	We hold older figures than Companies House In post since 2013 1 individual holds 75%+ · independent More about this firm 13 staff · turnover est. £1m Net assets £1.1m (Mar 2024) · newer accounts made up to Mar 2026 Company no. SC445553 · Companies House alanrutherfordwealth.co.uk
13	Hutcheon Mearns Real Estate Aberdeen A director sits on 4 or more companies	Approach Score 55/100	1 director aged 55-59, 1 aged 50-54, 1 aged 45-49 · longest in post since 2025 Corporate owner More about this firm 56 staff · turnover est. £5.6m Net assets £2.8m (Mar 2025) Director resigned Oct 2025 · PSC register changed Oct 2025 Company no. SC445382 · Companies House hm-re.co.uk
14	Acumen Employee Benefits Westhill, Aberdeenshire A director sits on 4 or more companies	Approach Score 55/100	1 director aged 70 or over, 2 aged 55-59 · longest in post since 2019 Corporate owner More about this firm 5 staff · turnover est. £398k No net assets figure held · accounts made up to Oct 2025 Company no. SC632170 · Companies House acumeneb.com
15	The Financial Planning Aberdeen A director sits on 4 or more companies	Approach Score 54/100	We hold older figures than Companies House 1 director aged 70 or over, 1 aged 55-59, 3 aged 45-49, 1 aged under 45 · longest in post since 2017 Corporate owner More about this firm 5 staff · turnover est. £1.5m Net assets £9.4m · newer accounts made up to Oct 2025 Charge satisfied Nov 2026 Company no. SC561300 · Companies House fpgonline.co.uk
16	Caledonian Global Group Peterhead, Aberdeenshire A director sits on 4 or more companies	Approach Score 52/100	We hold older figures than Companies House 1 director aged 70 or over, 1 aged 45-49, 2 aged under 45 · longest in post since 2014 Corporate owner More about this firm 12 staff · turnover est. £1.3m Net assets £138k · newer accounts made up to Dec 2025 Company no. SC473317 · Companies House caledonianglobalgroup.com
17	Cowleylegal Inverurie, Aberdeenshire	Approach Score 52/100	1 director aged 70 or over, 2 aged under 45 · longest in post since 2020 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £70k No net assets figure held · accounts made up to Nov 2025 Company no. SC682377 · Companies House
18	Stewardship Wealth Inverurie	Approach Score 51/100	Director aged 45-49 · in post since 2017 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £213k Net assets £116k (Mar 2026) Company no. SC569113 · Companies House stewardshipwealth.uk
19	Acumen Financial Planning Westhill, Aberdeenshire A director sits on 4 or more companies	Approach Score 43/100	We hold older figures than Companies House 1 director aged 70 or over, 1 aged 55-59, 3 aged 45-49, 1 aged under 45 · longest in post since 2001 Corporate owner More about this firm 81 staff · turnover £8.5m Net assets £1.1m · newer accounts made up to Oct 2025 Charge satisfied Sep 2026 Company no. SC215343 · Companies House acumenfp.com
20	Atholl Scott Financial Services Aberdeen A director sits on 4 or more companies	Approach Score 42/100	We hold older figures than Companies House 1 director aged 55-59, 1 aged 45-49, 2 aged under 45 · longest in post since 1999 Corporate owner More about this firm 8 staff · turnover est. £218k Net assets £186k (Dec 2021) · newer accounts made up to Jun 2025 Director resigned Apr 2026 Company no. SC108824 · Companies House asfs-ltd.co.uk
21	Stymulus Aberdeen	Approach Score 39/100	Director aged under 45 · in post since 2014 1 individual holds 75%+ · independent More about this firm 6 staff · turnover £138k Net assets -£90k (Mar 2025) Company no. SC479475 · Companies House stymulus.co.uk
22	Create Financial Solutions Aberdeen A director sits on 4 or more companies	Approach Score 33/100	We hold older figures than Companies House 1 director aged 50-54, 2 aged under 45 · longest in post since 2023 Corporate owner More about this firm 6 staff · turnover est. £471k Net assets £248k (Mar 2022) · newer accounts made up to Mar 2026 Company no. SC274209 · Companies House createfs.com
23	Infinity Partnership Aberdeen A director sits on 4 or more companies	Approach Score 31/100	We hold older figures than Companies House 1 director aged 50-54, 1 aged under 45 · longest in post since 2023 Corporate owner More about this firm 34 staff · turnover est. £3m Net assets £555k · newer accounts made up to May 2025 PSC register changed May 2026 Company no. SC625066 · Companies House infinity-partnership.com
24	Mchardy Private Wealth Aberdeen A director sits on 4 or more companies	Approach Score 29/100	1 director aged 60-64, 1 aged 50-54, 3 aged 45-49, 2 aged under 45 · longest in post since 2018 Corporate owner More about this firm 20 staff · turnover est. £499k No net assets figure held · accounts made up to Sep 2024 Company no. SC324229 · Companies House mchardyprivatewealth.co.uk
25	Fairstone Aberdeen Part of a groupA director sits on 4 or more companies	Approach Score 15/100	2 directors aged 55-59, 1 aged 50-54, 1 aged under 45 · longest in post since 2002 Part of a group More about this firm 15 staff · turnover est. £1.3m Net assets £2.1m (Nov 2025) PSC register changed Nov 2025 Company no. SC236583 · Companies House citygateaberdeen.co.uk

Buy the list of all 25 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 Aberdeen.

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. Check FCA status and permissions for advice or investment management on the Financial Services Register, including any appointed representative relationship. 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

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Related sectors

Accountancy practices

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 25 firms, with director names, ages and shareholders

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