Wealth managers and IFAs to acquire in Birmingham

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Birmingham? Firmbase ranks 86 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 7 staff and has been in business for 16 years. Looking beyond Birmingham? Explore the full West Midlands list of wealth managers and IFAs.

Firms

UK 3,337

30%

Every director 55+

UK 25%

21%

Held 75%+ by one person

UK 25%

Median years in business

UK 14

Median headcount

UK 8

£500k to £1m

Median turnover band

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

The first 25 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	Breslins Chartered Accountants Birmingham A director sits on 4 or more companies	Approach Score 90/100	In post since 1998 1 individual holds 75%+ · independent More about this firm 19 staff · turnover est. £656k Net assets £155k (Dec 2025) Company no. 03624094 · Companies House breslins.co.uk
2	James Gregory Financial Wolverhampton	Approach Score 85/100	1 director aged 65-69, 1 aged 60-64 · longest in post since 2013 2 individuals hold 50%+ · independent More about this firm 7 staff · turnover est. £372k Net assets £425k (Mar 2026) Charge satisfied Nov 2024 Company no. 08741150 · Companies House jamesgregoryfinancial.com
3	The Tax Management Centre Bilston, West Midlands A director sits on 4 or more companies	Approach Score 84/100	Director aged 65-69 · in post since 2010 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £331k Net assets £562k (Mar 2025) Company no. 07247817 · Companies House taxmanagementcentre.com
4	Brwm West Midlands A director sits on 4 or more companies	Approach Score 84/100	1 director aged 70 or over, 1 aged 55-59 · longest in post since 2000 2 individuals hold 75%+ · independent More about this firm 7 staff · turnover est. £934k Net assets £1.2m (Sep 2025) Company no. 04013532 · Companies House brwm.co.uk
5	KRD Financial Advisers West Midlands A director sits on 4 or more companies	Approach Score 82/100	1 director aged 70 or over, 1 aged 65-69 · longest in post since 2005 2 individuals hold 50%+ · independent More about this firm 15 staff · turnover est. £564k Net assets £388k (Apr 2025) Company no. 05595319 · Companies House krdfa.com
6	MWS Financial Advisers Solihull, West Midlands	Approach Score 74/100	1 director aged 60-64, 1 aged 55-59 · longest in post since 2001 Corporate owner More about this firm 7 staff · turnover est. £1.2m Net assets £961k (Mar 2025) Company no. 04205904 · Companies House mwsfa.co.uk
7	MMR Financial Planning (midlands) Kingswinford, West Midlands	Approach Score 73/100	2 directors aged 65-69 · longest in post since 2000 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £157k Net assets £92k (Mar 2025) Company no. 04106358 · Companies House mmrfinancialplanning.co.uk
8	Starks Associates Dudley A director sits on 4 or more companies	Approach Score 73/100	Director aged 55-59 · in post since 2025 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £112k Net assets £13k (Mar 2025) Director resigned Sep 2025 · PSC register changed Sep 2025 Company no. 12531632 · Companies House starksassociate.com
9	Capelin Financial Management Solihull, West Midlands	Approach Score 72/100	In post since 2002 Corporate owner More about this firm 13 staff · turnover est. £407k Net assets £104k (Jun 2025) Director resigned Sep 2025 Company no. 04461524 · Companies House capelin.co.uk
10	Acorns to Oaks Willenhall A director sits on 4 or more companies	Approach Score 72/100	Director aged 55-59 · in post since 2008 Corporate owner More about this firm 18 staff · turnover est. £1.5m Net assets £832k (Mar 2025) Director resigned Jun 2026 Company no. 06547017 · Companies House a2ofs.co.uk
11	Gardner Financial Management Coventry	Approach Score 72/100	Longest in post since 2014 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £494k Net assets £217k (Mar 2025) Company no. 08931898 · Companies House gardnerfinancialmanagement.co.uk
12	Circle Financial Services West Midlands A director sits on 4 or more companies	Approach Score 72/100	We hold older figures than Companies House 1 director aged 70 or over, 2 aged 55-59 · longest in post since 1998 Corporate owner More about this firm 15 staff · turnover est. £507k Net assets £435k · newer accounts made up to Apr 2025 Director resigned Jul 2026 · charge satisfied Apr 2025 Company no. 03657694 · Companies House circlefinancial.co.uk
13	Quantum1 Consulting Coventry	Approach Score 71/100	Director aged 60-64 · in post since 2012 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £152k Net assets £579 (Oct 2025) Company no. 08289630 · Companies House quantum1consulting.com
14	Chelmer Coventry A director sits on 4 or more companies	Approach Score 69/100	2 directors aged 70 or over, 1 aged 65-69, 1 aged 60-64 · longest in post since 1994 Independent More about this firm 5 staff · turnover est. £117k Net assets £4.7m (Nov 2025) Director resigned Feb 2025 Company no. 00656652 · Companies House chelmer.co
15	Inform Accounting Sutton Coldfield, West Midlands	Approach Score 69/100	1 director aged 55-59, 1 aged 50-54 · longest in post since 2009 1 individual holds 75%+ · independent More about this firm 24 staff · turnover est. £551k Net assets £107k (Apr 2025) Charge satisfied May 2025 Company no. 06872641 · Companies House informaccounting.co.uk
16	Bright Willis Birmingham, West Midlands	Approach Score 68/100	1 director aged 70 or over, 1 aged 45-49 · longest in post since 2001 Independent More about this firm 8 staff · turnover est. £133k Net assets £11k (Mar 2025) Company no. 04267325 · Companies House brightwillis.com
17	Adler Financial Planning Birmingham, West Midlands	Approach Score 68/100	We hold older figures than Companies House 1 director aged 65-69, 2 aged 55-59 · longest in post since 2009 2 individuals hold 50%+ · independent More about this firm 9 staff · turnover est. £513k Net assets £250k · newer accounts made up to Mar 2026 Company no. 06848531 · Companies House adlerfp.co.uk
18	Amci Associates Birmingham A director sits on 4 or more companies	Approach Score 68/100	Director aged 55-59 · in post since 2008 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £209k Net assets £435k (Apr 2026) Company no. 04847093 · Companies House amci-associates.co.uk
19	Hampton Securities Solihull, West Midlands	Approach Score 67/100	We hold older figures than Companies House Director aged 65-69 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £324k Net assets £215k · newer accounts made up to Oct 2025 Company no. 02299227 · Companies House hamptonsecurities.com/wealth-management.html
20	Timmins Whittaker Dudley Road Brierley Hill, West Midlands	Approach Score 67/100	Longest in post since 1994 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £420k No net assets figure held · accounts made up to Sep 2025 Company no. 01028291 · Companies House timminswhittaker.co.uk
21	PIA Wealth Management Wolverhampton, West Midlands A director sits on 4 or more companies	Approach Score 66/100	We hold older figures than Companies House 1 director aged 70 or over, 1 aged under 45 · longest in post since 2003 1 individual holds 75%+ · independent More about this firm 31 staff · turnover est. £1.2m Net assets £252k · newer accounts made up to Mar 2026 Company no. 02598631 · Companies House piawm.net
22	IntuitiveFS Sutton Coldfield, West Midlands	Approach Score 66/100	We hold older figures than Companies House Longest in post since 2009 2 individuals hold 75%+ · independent More about this firm 6 staff · turnover est. £405k Net assets £137k · newer accounts made up to Feb 2026 Company no. 07107728 · Companies House intuitivefs.co.uk
23	NPS Wealth Birmingham, West Midlands	Approach Score 66/100	Director aged 65-69 · in post since 2010 Corporate owner More about this firm 8 staff · turnover est. £212k Net assets £100 (Oct 2025) PSC register changed Oct 2025 Company no. 07415840 · Companies House npswealth.co.uk
24	Jackson Jeffrey Coventry, West Midlands	Approach Score 64/100	We hold older figures than Companies House Longest in post since 2009 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £778k Net assets £563k · newer accounts made up to Jul 2026 Company no. 06916339 · Companies House jjfsltd.com
25	Autonomy Wealth Wolverhampton	Approach Score 64/100	1 director aged 65-69, 1 aged 60-64, 1 aged 50-54 · longest in post since 2015 Corporate owner More about this firm 10 staff · turnover est. £575k Net assets £425k (May 2025) Company no. 09560129 · Companies House autonomywealth.com

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

You're seeing the first 25. Buy all 86 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 86 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 Birmingham.

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

West Midlands Stoke-on-Trent

Related sectors

Accountancy practices Insurance brokers

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 86 firms, with director names, ages and shareholders

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