Wealth managers and IFAs to acquire in Bristol

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Bristol? Firmbase ranks 87 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 9 staff and has been in business for 15 years; 1 firm is owned by a group that has acquired several firms in this sector. Looking beyond Bristol? Explore the full South West list of wealth managers and IFAs.

Firms

UK 3,337

32%

Every director 55+

UK 25%

30%

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

1 firm owned by 1 group that has bought several firms in this sector. That is 1% 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	Hughes Price Walker Bristol	Approach Score 87/100	Longest in post since 2003 2 individuals hold 75%+ · independent More about this firm 31 staff · turnover est. £530k Net assets £2.1m (Dec 2025) Company no. 04944533 · Companies House hughespricewalker.co.uk
2	Octagon Consultancy Bristol	Approach Score 85/100	1 director aged 65-69, 1 aged 50-54 · longest in post since 2011 1 individual holds 75%+ · independent More about this firm 13 staff · turnover est. £2.2m Net assets £1.4m (Dec 2025) Company no. 07787430 · Companies House octagonconsultancy.co.uk
3	Laver Wealth Weston Super Mare, Somerset	Approach Score 79/100	We hold older figures than Companies House Longest in post since 1991 1 individual holds 75%+ · independent More about this firm 10 staff · turnover £1.3m Net assets £675k (Apr 2022) · newer accounts made up to Apr 2026 Director resigned Apr 2026 Company no. 02589429 · Companies House laverwealth.co.uk
4	The Aspire Partnership Bristol A director sits on 4 or more companies	Approach Score 78/100	1 member aged 60-64, 2 aged 55-59, 2 aged 45-49 · longest in post since 2010 Held via a trust or firm · independent More about this firm 13 staff · turnover est. £990k Net assets £797k (Mar 2026) Member resigned Jun 2026 Company no. OC351804 · Companies House aspirellp.co.uk
5	Hawker & Palmer Wealth Management Bristol, North Somerset	Approach Score 78/100	Longest in post since 2011 2 individuals hold 50%+ · independent More about this firm 9 staff · turnover est. £1.3m Net assets £1m (Mar 2026) Company no. 07578952 · Companies House hawkerandpalmer.com
6	Weston Associates Bristol, Avon A director sits on 4 or more companies	Approach Score 77/100	Longest in post since 1999 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £111k Net assets £158k (Mar 2026) Company no. 03735289 · Companies House westonassociates.co.uk
7	Icon Corporate Finance Bristol	Approach Score 77/100	2 directors aged 65-69 · longest in post since 1999 Independent More about this firm 15 staff · turnover est. £2.3m Net assets £3.3m (Apr 2026) Company no. 03714426 · Companies House iconcorpfin.com
8	Clarke Robinson Bristol	Approach Score 77/100	Longest in post since 2005 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £168k Net assets £25k (Mar 2025) PSC register changed Jul 2026 Company no. 05603733 · Companies House clarkerobinson.co.uk
9	Goodwill Financial Services Bristol	Approach Score 77/100	2 directors aged 60-64 · longest in post since 2006 Independent More about this firm 6 staff · turnover est. £664k Net assets £1.4m (Mar 2025) Company no. 05728336 · Companies House goodwill.co.uk
10	FiveWays Bristol, North Somerset A director sits on 4 or more companies	Approach Score 76/100	1 director aged 60-64, 1 aged 55-59 · longest in post since 2012 2 individuals hold 50%+ · independent More about this firm 21 staff · turnover est. £980k Net assets £844k (Mar 2026) Director resigned May 2025 Company no. 07879034 · Companies House fivewaysfp.co.uk
11	Nicholls Stevens (financial Services) Bristol, Avon A director sits on 4 or more companies	Approach Score 76/100	We hold older figures than Companies House Longest in post since 1994 1 individual holds 75%+ · independent More about this firm 20 staff · turnover est. £913k Net assets £617k (Mar 2021) · newer accounts made up to Mar 2025 Director resigned Jun 2025 Company no. 02963455 · Companies House nichollstevens.com
12	The Medical (south West) Bristol	Approach Score 76/100	Director aged 60-64 · in post since 2010 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £258k Director resigned Jul 2026 · PSC register changed Jul 2026 Company no. 07337461 · Companies House
13	F1F9 Bristol	Approach Score 76/100	2 directors aged 60-64, 1 aged under 45 · longest in post since 2011 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £773k Net assets £676k (Mar 2025) Company no. 07582859 · Companies House f1f9.com
14	Crystal Wealth Management Bristol	Approach Score 74/100	1 director aged 65-69, 1 aged 50-54 · longest in post since 2003 Independent More about this firm 19 staff · turnover est. £573k Net assets £14k (Mar 2025) Director resigned Jan 2025 Company no. 04931573 · Companies House crystalwm.com
15	Advance Investments Bath Bath & North East Somerset A director sits on 4 or more companies	Approach Score 74/100	1 director aged 65-69, 1 aged 60-64, 1 aged under 45 · longest in post since 2001 1 individual holds 75%+ · independent More about this firm 10 staff · turnover est. £767k Net assets £595k (Apr 2025) Company no. 04175803 · Companies House advanceinvestments.com
16	Fletcher Shaw Bristol	Approach Score 73/100	Director aged 55-59 · in post since 2012 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £240k Net assets £47k (Mar 2026) Company no. 07964513 · Companies House fletchershaw.co.uk
17	Braemar Bristol A director sits on 4 or more companies	Approach Score 73/100	Director aged 65-69 · in post since 2018 1 individual holds 75%+ · independent More about this firm 35 staff · turnover est. £4.6m Net assets £1m (Mar 2025) Director resigned Aug 2026 Company no. 11323310 · Companies House braemar.com
18	Lampiers Financial Planning Bristol	Approach Score 73/100	Director aged 55-59 · in post since 2014 2 individuals hold 75%+ · independent More about this firm 13 staff · turnover est. £2.4m Net assets £892k (Jun 2025) Company no. 02094288 · Companies House lampiers.com
19	Delta Consulting Bristol	Approach Score 72/100	We hold older figures than Companies House 1 director aged 65-69, 1 aged 55-59 · longest in post since 2000 Independent More about this firm 23 staff · turnover est. £2.6m Net assets £1.8m · newer accounts made up to Dec 2025 Director resigned Dec 2024 Company no. 04069135 · Companies House delta-cgi.com
20	Xbto Bristol	Approach Score 72/100	Director aged 55-59 · in post since 2026 1 individual holds 75%+ · independent More about this firm 10 staff · turnover est. £221k Net assets £1 (Apr 2025) Director resigned Oct 2026 Company no. 13337156 · Companies House xbto.com
21	Kellands Bristol Portishead, Bristol A director sits on 4 or more companies	Approach Score 71/100	Longest in post since 2000 Corporate owner More about this firm 17 staff · turnover est. £2.2m Net assets £5m (Dec 2025) Company no. 04038310 · Companies House kelland-bristol.com
22	Bailey Cook Financial Planning Bath	Approach Score 71/100	Longest in post since 2018 Independent More about this firm 12 staff · turnover est. £735k Net assets £348k (Dec 2024) Company no. 11343982 · Companies House baileycookfp.co.uk
23	PG Owen Banes A director sits on 4 or more companies	Approach Score 71/100	We hold older figures than Companies House 1 director aged 65-69, 1 aged 55-59 · longest in post since 1996 2 individuals hold 50%+ · independent More about this firm 14 staff · turnover est. £951k Net assets £263k · newer accounts made up to Apr 2025 PSC register changed Nov 2025 Company no. 03164392 · Companies House pgtax.co.uk
24	Steve Mears Clifton, Bristol	Approach Score 70/100	We hold older figures than Companies House In post since 2007 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £188k Net assets £52k · newer accounts made up to Mar 2025 Company no. 06180562 · Companies House stevemears.com
25	Moon Consulting Bristol	Approach Score 70/100	2 directors aged 60-64 · longest in post since 2002 1 individual holds 75%+ · independent More about this firm 10 staff · turnover est. £316k Net assets £19k (Mar 2025) Company no. 04178827 · Companies House moonconsulting.co.uk

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

You're seeing the first 25. Buy all 87 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 87 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 Bristol.

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

South West Bournemouth Plymouth

Related sectors

Accountancy practices Insurance brokers

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 87 firms, with director names, ages and shareholders

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