Wealth managers and IFAs to acquire in Brighton

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Brighton? Firmbase ranks 36 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 18 years; 1 firm is owned by a group that has acquired several firms in this sector. Looking beyond Brighton? Explore the full South East list of wealth managers and IFAs.

Firms

UK 3,326

31%

Every director 55+

UK 26%

17%

Held 75%+ by one person

UK 24%

Median years in business

UK 14

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 3% of this list, against 1% across the UK.

The first 25 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	Roxboro Hove, East Sussex A director sits on 4 or more companies	Approach Score 80/100	Director aged 60-64 · in post since 2006 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £410k Net assets £172k (Jun 2025) Company no. 05478319 · Companies House roxboro.co.uk
2	Wealth Management Experts Burgess Hill	Approach Score 73/100	Director aged 55-59 · in post since 2009 2 individuals hold 75%+ · independent More about this firm 5 staff · turnover est. £220k Net assets £55k (Mar 2026) Company no. 06787081 · Companies House
3	Asset Plus Financial Haywards Heath, West Sussex A director sits on 4 or more companies	Approach Score 72/100	2 directors aged 55-59 · longest in post since 2006 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £389k Net assets £200k (Jun 2025) Company no. 05859399 · Companies House assetplusfinancial.limited
4	Bluecoat Wealth Management Southwick, West Sussex	Approach Score 72/100	1 director aged 60-64, 1 aged under 45 · longest in post since 2009 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £327k Net assets £45k (Dec 2024) Company no. 06828686 · Companies House bluecoatwm.com
5	Mortgage & Lending Solutions Hassocks, East Sussex	Approach Score 72/100	Director aged 55-59 · in post since 2003 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £168k Net assets £184 (Sep 2025) Company no. 04835911 · Companies House mandls.net
6	(SMT) Money Matters Pease Pottage, West Sussex	Approach Score 71/100	We hold older figures than Companies House Director aged 55-59 · in post since 2006 2 individuals hold 75%+ · independent More about this firm 6 staff · turnover est. £288k Net assets £37k · newer accounts made up to Nov 2025 Company no. 05934639 · Companies House smtmoneymatters.co.uk
7	Pebble Financial Brighton, East Sussex	Approach Score 71/100	We hold older figures than Companies House 2 directors aged 55-59 · longest in post since 2006 2 individuals hold 75%+ · independent More about this firm 5 staff · turnover est. £282k Net assets £389k (Mar 2024) · newer accounts made up to Mar 2026 Company no. 05861771 · Companies House pebble-financial.co.uk
8	Hodsons Financial Services Ltd Worthing, West Sussex, West Sussex	Approach Score 69/100	2 individuals hold 75%+ · independent 5 staff · turnover £151k More about this firm Net assets £110k (Mar 2026) Company no. 01100629 · Companies House hodsonsfinancialservices.co.uk
9	Finance Planning Haywards Heath, West Sussex A director sits on 4 or more companies	Approach Score 67/100	2 directors aged 60-64, 1 aged 55-59, 2 aged 50-54, 2 aged under 45 · longest in post since 1999 Independent More about this firm 32 staff · turnover est. £1.8m Net assets £1.1m (Dec 2025) Charge satisfied Oct 2026 Company no. 03894404 · Companies House financeplanning.co.uk
10	Riverpeak Wealth Haywards Heath, West Sussex	Approach Score 67/100	1 director aged 60-64, 1 aged 50-54 · longest in post since 2013 Corporate owner More about this firm 15 staff · turnover est. £375k Net assets £337k (Jun 2026) Company no. 08580407 · Companies House riverpeakwealth.com
11	Nsure Financial Services Worthing, West Sussex A director sits on 4 or more companies	Approach Score 66/100	1 director aged 65-69, 1 aged under 45 · longest in post since 1998 Held via a trust or firm · corporate owner More about this firm 20 staff · turnover est. £870k Net assets £773k (Jun 2025) Company no. 03628059 · Companies House nsurefinancial.co.uk
12	Auderli Brighton, East Sussex A director sits on 4 or more companies	Approach Score 65/100	1 director aged 60-64, 1 aged under 45 · longest in post since 2019 Independent More about this firm 7 staff · turnover est. £252k Net assets £1.8m (Sep 2024) Director resigned Feb 2026 Company no. 11818553 · Companies House auderli.com
13	Harrold FS Hove A director sits on 4 or more companies	Approach Score 64/100	1 director aged 60-64, 1 aged 55-59 · longest in post since 2025 Corporate owner More about this firm 19 staff · turnover est. £741k Net assets £1.2m (Dec 2024) Director resigned Jul 2026 · PSC register changed Jan 2025 Company no. 06447402 · Companies House harroldfinancialservices.co.uk
14	Barwells Wealth Lewes, East Sussex	Approach Score 59/100	1 director aged 50-54, 1 aged 45-49 · longest in post since 2014 Corporate owner More about this firm 5 staff · turnover est. £412k Net assets £173k (Jul 2025) Director resigned Aug 2026 · PSC register changed Aug 2026 Company no. 07915410 · Companies House barwells-wealth.co.uk
15	Thewealthworks Haywards Heath, West Sussex A director sits on 4 or more companies	Approach Score 57/100	3 directors aged 70 or over, 2 aged 60-64 · longest in post since 1995 Independent More about this firm 17 staff · turnover est. £376k No net assets figure held · accounts made up to Dec 2024 PSC register changed Dec 2025 Company no. 02619307 · Companies House thewealthworks.com
16	Djlb Wealth Management Worthing, West Sussex	Approach Score 57/100	Director aged 45-49 · in post since 2016 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £220k Net assets £43k (Sep 2025) Company no. 10368616 · Companies House djlbwealth.co.uk
17	Anders Bayley Scott Brighton, Surrey A director sits on 4 or more companies	Approach Score 57/100	3 directors aged 55-59, 2 aged under 45 · longest in post since 2026 Corporate owner More about this firm 15 staff · turnover est. £686k Net assets £531k (Dec 2024) Director resigned Mar 2026 · PSC register changed Mar 2026 Company no. 07889267 · Companies House andersbayleyscott.co.uk
18	EMC Corporate Finance Hove, East Sussex A director sits on 4 or more companies	Approach Score 55/100	1 director aged 55-59, 2 aged under 45 · longest in post since 2000 Corporate owner More about this firm 7 staff · turnover est. £309k Net assets £108k (Apr 2024) Company no. 02349412 · Companies House emcltd.co.uk
19	Mortgage Medics Hove, East Sussex	Approach Score 55/100	We hold older figures than Companies House 1 director aged 60-64, 1 aged under 45 · longest in post since 2007 1 individual holds 75%+ · independent More about this firm 12 staff · turnover est. £312k Net assets £168k · newer accounts made up to Mar 2026 Company no. 06386364 · Companies House mortgage-medics.com
20	L&G Haywards Heath, West Sussex A director sits on 4 or more companies	Approach Score 54/100	We hold older figures than Companies House 1 director aged 60-64, 2 aged 55-59, 2 aged 45-49 · longest in post since 2005 Corporate owner More about this firm 13 staff · turnover est. £3.3m Net assets £1.5m (Jun 2024) · newer accounts made up to Jun 2026 Company no. 04015712 · Companies House am.landg.com
21	Blue and White Capital Brighton, East Sussex A director sits on 4 or more companies	Approach Score 52/100	1 director aged 55-59, 1 aged under 45 · longest in post since 2015 Corporate owner More about this firm 16 staff · turnover est. £852k Net assets £33k (Jun 2025) Company no. 09663604 · Companies House blueandwhitecapital.com
22	Chevening Financial Brighton A director sits on 4 or more companies	Approach Score 49/100	3 directors aged 55-59, 2 aged under 45 · longest in post since 2025 Corporate owner More about this firm 5 staff · turnover est. £480k Net assets £379k (Dec 2025) Director resigned Oct 2025 · PSC register changed Oct 2025 Company no. 06453155 · Companies House cheveningfinancial.com
23	Saol Capital Worthing, West Sussex	Approach Score 49/100	Director aged 45-49 · in post since 2023 Held via a trust or firm · independent More about this firm 6 staff · turnover est. £143k Net assets £706k (Jun 2025) Company no. 14963716 · Companies House saolcapital.ie
24	Greenstede Financial Management Burgess Hill, West Sussex	Approach Score 48/100	1 director aged 65-69, 1 aged 60-64 · longest in post since 2024 Independent More about this firm 7 staff · turnover est. £9k No net assets figure held · accounts made up to Sep 2025 Company no. 15943465 · Companies House
25	Seabrook Clark Worthing, West Sussex A director sits on 4 or more companies	Approach Score 47/100	We hold older figures than Companies House 2 directors aged 60-64 · longest in post since 2021 Corporate owner More about this firm 70 staff · turnover est. £1.3m Net assets £2.2m (Jul 2023) · newer accounts made up to Jul 2025 Company no. 05515016 · Companies House seabrookclark.co.uk

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

You're seeing the first 25. Buy all 36 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 36 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 Brighton.

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 36 firms, with director names, ages and shareholders

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