Wealth managers and IFAs to acquire in Bournemouth

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Bournemouth? Firmbase ranks 48 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 8 staff and has been in business for 15 years. Looking beyond Bournemouth? Explore the full South West list of wealth managers and IFAs.

Firms

UK 3,337

23%

Every director 55+

UK 25%

27%

Held 75%+ by one person

UK 25%

Median years in business

UK 14

Median headcount

UK 8

£250k to £500k

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	The Dorset Meat Shaftesbury, Dorset	Approach Score 82/100	1 director aged 65-69, 1 aged 60-64 · longest in post since 2013 2 individuals hold 50%+ · independent More about this firm 8 staff · turnover est. £760k Net assets £262k (Dec 2025) Company no. 08560627 · Companies House
2	Atkins Bland Ferndown, Dorset	Approach Score 82/100	We hold older figures than Companies House In post since 1995 1 individual holds 75%+ · independent More about this firm 32 staff · turnover est. £1.6m Net assets £2.9m (Apr 2022) · newer accounts made up to Apr 2025 Director resigned Aug 2025 Company no. 03044873 · Companies House atkinsbland.co.uk
3	Mills Keep Wimborne, Dorset A director sits on 4 or more companies	Approach Score 79/100	In post since 2013 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £812k Net assets £514k (Mar 2025) Company no. 08397773 · Companies House millskeep.com
4	Apex CB Poole	Approach Score 79/100	Director aged 60-64 · in post since 2004 2 individuals hold 75%+ · independent More about this firm 7 staff · turnover est. £213k Net assets £247k (Mar 2026) Company no. 05082939 · Companies House apexcb.com
5	4 Shires Asset Management Gillingham, Dorset A director sits on 4 or more companies	Approach Score 79/100	1 director aged 65-69, 2 aged 60-64, 2 aged 55-59 · longest in post since 2011 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £367k Net assets £409k (Aug 2025) Company no. 07657527 · Companies House 4-shires.com
6	Walker Wealth Management Poole, Dorset	Approach Score 76/100	In post since 2015 1 individual holds 75%+ · independent More about this firm 15 staff · turnover est. £531k Net assets £991k (Dec 2025) Company no. 09746973 · Companies House walkerwealthmgmt.com
7	Chris Bibb Independent Financial Advice Poole, Dorset	Approach Score 74/100	In post since 2012 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £139k Net assets £17k (May 2025) Company no. 08066246 · Companies House chrisbibbifa.co.uk
8	Andrew David Associates Poole, Dorset	Approach Score 74/100	1 director aged 60-64, 1 aged 55-59 · longest in post since 2020 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £502k Net assets £385k (Dec 2025) Company no. 13078570 · Companies House andrewdavid.co.uk
9	Ingenuity Financial Services Poole, Dorset A director sits on 4 or more companies	Approach Score 72/100	1 director aged 60-64, 1 aged 55-59, 1 aged 45-49 · longest in post since 2014 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £388k Net assets £262k (Mar 2025) Company no. 05519706 · Companies House ingenuityfinancialservices.co.uk
10	Money Matters Weymouth, Dorset	Approach Score 71/100	2 directors aged 65-69 · longest in post since 2009 Independent More about this firm 5 staff · turnover est. £224k Net assets £218k (Sep 2025) Company no. 06999649 · Companies House moneymattersdirect.co.uk
11	ST Barts Finance (YBS) Bournemouth, Dorset A director sits on 4 or more companies	Approach Score 71/100	1 director aged 60-64, 1 aged 45-49 · longest in post since 2019 2 individuals hold 75%+ · independent More about this firm 17 staff · turnover est. £467k Net assets £51k (Aug 2025) Company no. 12121934 · Companies House stbartsfinance.co.uk
12	Peter Harding Wealth Management Shaftesbury, Dorset	Approach Score 69/100	We hold older figures than Companies House Longest in post since 2003 1 individual holds 75%+ · independent More about this firm 49 staff · turnover est. £6.1m Net assets £14.3m · newer accounts made up to Mar 2025 PSC register changed Aug 2026 Company no. 04737387 · Companies House peterhardingwm.co.uk
13	JTM Financial Services Ferndown	Approach Score 69/100	We hold older figures than Companies House 1 director aged 60-64, 1 aged 50-54 · longest in post since 2004 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £290k Net assets £12k · newer accounts made up to Mar 2026 Director resigned May 2025 · PSC register changed Mar 2025 Company no. 05289553 · Companies House jtmfinancialservices.co.uk
14	Blue SKY Financial Planning Poole, Dorset	Approach Score 69/100	1 director aged 65-69, 2 aged under 45 · longest in post since 2002 Corporate owner More about this firm 19 staff · turnover est. £761k Net assets £511k (Dec 2025) Company no. 04423547 · Companies House blueskyfp.co.uk
15	Prosper Financial Solutions Blandford Forum, Dorset A director sits on 4 or more companies	Approach Score 69/100	2 directors aged 50-54 · longest in post since 2012 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £280k Net assets £50k (Aug 2025) Company no. 08168379 · Companies House prosperfinancialsolutions.com
16	Richard Stalley Associates Poole, Dorset	Approach Score 68/100	In post since 2012 2 individuals hold 50%+ · independent More about this firm 9 staff · turnover est. £246k Net assets £161k (Mar 2026) Company no. 08001100 · Companies House richardstalley.com
17	Gillinghams Independent Financial Advisers Bridport, Dorset	Approach Score 68/100	1 director aged 65-69, 1 aged 45-49 · longest in post since 2011 2 individuals hold 50%+ · independent More about this firm 8 staff · turnover est. £227k Net assets £180k (Mar 2025) Company no. 07548422 · Companies House gillinghamsifa.co.uk
18	Horizon Wealth Management Bournemouth, Dorset	Approach Score 67/100	2 directors aged 60-64 · longest in post since 2012 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £268k Company no. 07990644 · Companies House wealthhorizon.com
19	The Minster Wimborne, Dorset A director sits on 4 or more companies	Approach Score 67/100	1 director aged 65-69, 1 aged 45-49 · longest in post since 2013 Corporate owner More about this firm 13 staff · turnover est. £350k Net assets £268k (Mar 2026) Company no. 08494537 · Companies House tmplimited.co.uk
20	AJ MaySons Wimborne	Approach Score 66/100	1 director aged 70 or over, 3 aged 45-49 · longest in post since 1996 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £466k Net assets £1.7m (Jun 2025) Company no. 01505221 · Companies House ajmaysons.co.uk
21	Spirare Dorchester, Dorset	Approach Score 65/100	1 director aged 55-59, 1 aged 50-54, 1 aged under 45 · longest in post since 2014 2 individuals hold 75%+ · held via a trust or firm · independent More about this firm 15 staff · turnover est. £814k Net assets £525k (Jul 2025) Company no. 08221130 · Companies House spirarelimited.co.uk
22	Kingston PTM Ferndown, Dorset	Approach Score 65/100	1 director aged 70 or over, 2 aged 55-59, 1 aged 50-54 · longest in post since 2014 2 individuals hold 75%+ · independent More about this firm 16 staff · turnover est. £914k No net assets figure held · accounts made up to Jan 2026 Company no. 04307577 · Companies House kingston-solutions.com
23	Lester Brunt Wimborne, Dorset	Approach Score 64/100	We hold older figures than Companies House Longest in post since 2006 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £362k Net assets £3k · newer accounts made up to Mar 2025 Company no. 05725901 · Companies House lesterbrunt.co.uk
24	Lester Brunt Wealth Management Wimborne, Dorset	Approach Score 63/100	Longest in post since 2017 Independent More about this firm 27 staff · turnover est. £2.5m Net assets £1.3m (Mar 2025) Company no. 10973718 · Companies House lesterbrunt.co.uk
25	Ocaris Wealth Management Ferndown, Dorset	Approach Score 63/100	2 directors aged 45-49 · longest in post since 2021 1 individual holds 75%+ · independent More about this firm 12 staff · turnover est. £703k Net assets £168k (Mar 2025) Company no. 13540621 · Companies House ocaris.co.uk

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

You're seeing the first 25. Buy all 48 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 48 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 Bournemouth.

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 Insurance brokers

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 48 firms, with director names, ages and shareholders

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