Wealth managers and IFAs to acquire in Cambridge

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Cambridge? Firmbase ranks 15 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 13 years. Looking beyond Cambridge? Explore the full East of England list of wealth managers and IFAs.

Firms

UK 3,337

14%

Every director 55+

UK 25%

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

All 15 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	Green Caterpillar Consulting ELY, Cambridgeshire A director sits on 4 or more companies	Approach Score 79/100	1 director aged 65-69, 1 aged 60-64 · longest in post since 2015 2 individuals hold 75%+ · independent More about this firm 8 staff · turnover est. £147k Net assets £22k (Mar 2025) Company no. 09514702 · Companies House greencaterpillarconsulting.com
2	Newton Smith Consulting Cambridge	Approach Score 78/100	Longest in post since 2011 2 individuals hold 50%+ · independent More about this firm 8 staff · turnover est. £869k Net assets £1.2m (Mar 2026) Company no. 07559506 · Companies House newtonsmithconsulting.co.uk
3	NKT Financial Solutions Royston, Herts	Approach Score 74/100	1 director aged 55-59, 1 aged 50-54 · longest in post since 2007 Held via a trust or firm · independent More about this firm 9 staff · turnover est. £350k Net assets £307k (Mar 2026) Director resigned Oct 2026 Company no. 06075917 · Companies House nktfs.co.uk
4	Key Financial Partnership Cambridge, Cambridgeshire	Approach Score 72/100	2 directors aged 60-64 · longest in post since 2015 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £125k Net assets £14k (Mar 2025) Company no. 09531102 · Companies House kfponline.co.uk
5	AIA Cambridge Cambridge, Cambridgeshire A director sits on 4 or more companies	Approach Score 65/100	We hold older figures than Companies House 1 director aged 70 or over, 1 aged 45-49 · longest in post since 2005 2 individuals hold 50%+ · independent More about this firm 24 staff · turnover est. £599k Net assets £138k (Dec 2023) · newer accounts made up to Dec 2025 Company no. 05645586 · Companies House aiacambridge.com
6	Garrington Capital Cambridge A director sits on 4 or more companies	Approach Score 60/100	1 director aged 60-64, 1 aged 50-54, 1 aged 45-49 · longest in post since 2008 Corporate owner More about this firm 13 staff · turnover est. £253k Net assets £238k (Dec 2025) Company no. 05759161 · Companies House garringtoncapital.com
7	Tower House Wealth Management Cambridge A director sits on 4 or more companies	Approach Score 60/100	1 director aged 60-64, 1 aged under 45 · longest in post since 2007 Corporate owner More about this firm 20 staff · turnover est. £2.4m Net assets £2.1m (Mar 2025) PSC register changed Jun 2025 Company no. 03103550 · Companies House towerhousewm.co.uk
8	Tokenbridge Sandy A director sits on 4 or more companies	Approach Score 58/100	1 director aged 65-69, 2 aged 60-64, 1 aged 45-49 · longest in post since 2021 Independent More about this firm 5 staff · turnover est. £187k Net assets -£587k (Mar 2026) Director resigned Aug 2026 Company no. 13255849 · Companies House tokenbridge.co.uk
9	Loyalty Financial Solutions Cambridge A director sits on 4 or more companies	Approach Score 57/100	Director aged 45-49 · in post since 2021 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £272k Net assets £50k (Dec 2025) Company no. 13745002 · Companies House loyaltysolution.co.uk
10	Business Partners Cambridge	Approach Score 56/100	1 director aged 55-59, 1 aged under 45 · longest in post since 2018 2 individuals hold 75%+ · independent More about this firm 5 staff · turnover est. £172k Net assets £54k (Mar 2025) Company no. 08446668 · Companies House businesspartners.co.uk
11	Authoripay Cambridge	Approach Score 54/100	Director aged 45-49 · in post since 2019 Independent More about this firm 6 staff · turnover est. £541k Net assets £433k (Mar 2025) Director resigned Feb 2026 Company no. 11869596 · Companies House authoripay.co.uk
12	Insignis Cambridge	Approach Score 54/100	1 director aged 55-59, 1 aged 50-54, 1 aged 45-49 · longest in post since 2015 Independent More about this firm 137 staff · turnover £20.5m Net assets £7.4m (Mar 2025) Company no. 09477376 · Companies House insigniscash.com
13	MM Wealth Cambridge A director sits on 4 or more companies	Approach Score 49/100	1 director aged 70 or over, 2 aged 55-59, 1 aged 45-49, 2 aged under 45 · longest in post since 2003 Corporate owner More about this firm 24 staff · turnover est. £1m No net assets figure held · accounts made up to Dec 2025 Company no. 01454074 · Companies House mmwealth.co.uk
14	Camouse ELY, Cambridgeshire A director sits on 4 or more companies	Approach Score 43/100	We hold older figures than Companies House 1 director aged 55-59, 1 aged 45-49, 1 aged under 45 · longest in post since 2018 Corporate owner More about this firm 9 staff · turnover est. £451k Net assets £163k (May 2021) · newer accounts made up to Dec 2025 PSC register changed Nov 2025 Company no. 05662116 · Companies House camouse.co.uk
15	Vanda Cambridge, Cambridgeshire A director sits on 4 or more companies	Approach Score 34/100	1 director aged 45-49, 1 aged under 45 · longest in post since 2019 Corporate owner More about this firm 17 staff · turnover est. £2.5m Net assets £674k (Jun 2025) Director resigned Oct 2025 Company no. 10021632 · Companies House vanda.com

Buy the list of all 15 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 Cambridge.

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

East of England

Related sectors

Accountancy practices

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 15 firms, with director names, ages and shareholders

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