Wealth managers and IFAs to acquire in Cardiff

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Cardiff? Firmbase ranks 38 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 14 years. Looking beyond Cardiff? Explore the full Wales list of wealth managers and IFAs.

Firms

UK 3,337

24%

Every director 55+

UK 25%

13%

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	NTM Cardiff A director sits on 4 or more companies	Approach Score 84/100	Director aged 60-64 · in post since 2012 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £468k Net assets £336k (Feb 2025) Company no. 08112623 · Companies House ntmfs.co.uk
2	Burley FOX Cardiff	Approach Score 79/100	Longest in post since 2013 2 individuals hold 50%+ · independent More about this firm 11 staff · turnover est. £674k Net assets £125k (Apr 2025) Charge satisfied May 2026 Company no. 08644340 · Companies House burleyfox.com
3	Laurel Court Associates MID Glamorgan	Approach Score 78/100	1 director aged 70 or over, 1 aged 65-69 · longest in post since 2000 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £471k Net assets £279k (Mar 2025) Company no. 04075881 · Companies House laurelcourt.co.uk
4	Parkmore Financial Services Cardiff	Approach Score 73/100	2 directors aged 55-59 · longest in post since 2018 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £72k Net assets £201k (Mar 2026) PSC register changed Sep 2026 Company no. 11305633 · Companies House
5	HawkinsThomas Wealth Cardiff	Approach Score 72/100	Longest in post since 2014 2 individuals hold 50%+ · independent More about this firm 10 staff · turnover est. £772k Net assets £333k (Dec 2025) Company no. 09355910 · Companies House hawkinsthomas.co.uk
6	Insurance Services Wales Merthyr Tydfil	Approach Score 67/100	2 directors aged 55-59 · longest in post since 2001 2 individuals hold 50%+ · held via a trust or firm · independent More about this firm 6 staff · turnover est. £101k Net assets £12k (May 2026) Company no. 02989714 · Companies House insuranceserviceswales.co.uk
7	JWA Financial Planning Cardiff	Approach Score 67/100	1 director aged 70 or over, 1 aged 45-49 · longest in post since 2016 Corporate owner More about this firm 6 staff · turnover est. £584k Net assets £219k (Mar 2026) Company no. 10093080 · Companies House jwafinance.co.uk
8	EST Cardiff A director sits on 4 or more companies	Approach Score 66/100	1 director aged 50-54, 1 aged under 45 · longest in post since 2015 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £449k Net assets £142k (Dec 2025) Company no. 09907215 · Companies House est-group.co.uk
9	Resource Cardiff, County of Cardiff 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 60-64, 1 aged 45-49, 2 aged under 45 · longest in post since 1993 1 individual holds 75%+ · independent More about this firm 13 staff · turnover est. £2.7m Net assets £1.5m · newer accounts made up to Dec 2025 Company no. 02458944 · Companies House resource.org.uk
10	Eden Hawk Cardiff, South Glamorgan	Approach Score 65/100	1 director aged 60-64, 2 aged under 45 · longest in post since 2014 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £151k Net assets £61k (Jul 2026) PSC register changed Apr 2025 Company no. 08989898 · Companies House edenhawk.co.uk
11	Seamount Accountancy Pontllanfraith A director sits on 4 or more companies	Approach Score 65/100	1 director aged 50-54, 1 aged 45-49 · longest in post since 2011 2 individuals hold 75%+ · independent More about this firm 6 staff · turnover est. £216k Net assets £12k (Aug 2025) PSC register changed Apr 2026 Company no. 07737033 · Companies House seamountbiz.co.uk
12	Asset Management Solutions Bridgend, South Wales 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 2000 Independent More about this firm 7 staff · turnover est. £301k No net assets figure held · accounts made up to Mar 2025 Company no. 04086476 · Companies House amsol.co.uk
13	Millfield Wealth Cardiff	Approach Score 64/100	Director aged 65-69 · in post since 2017 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £335k Net assets -£122k (Sep 2024) Company no. 10246824 · Companies House millfieldwm.com
14	Chapelwood Financial Planning Newport, Gwent	Approach Score 63/100	We hold older figures than Companies House 2 directors aged 55-59 · longest in post since 2001 2 individuals hold 50%+ · independent More about this firm 7 staff · turnover est. £225k Net assets £20k · newer accounts made up to Mar 2025 Company no. 04157516 · Companies House chapelwood-financial.co.uk
15	Curzon Wealth Management Bridgend, MID Glamorgan	Approach Score 62/100	Longest in post since 2013 2 individuals hold 75%+ · independent More about this firm 11 staff · turnover est. £1.8m Net assets £2.9m (Dec 2025) Company no. 08561105 · Companies House curzonwm.com
16	Whitchurch Nationwide Penarth	Approach Score 61/100	We hold older figures than Companies House 1 director aged 65-69, 1 aged under 45 · longest in post since 2008 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £237k Net assets £112k · newer accounts made up to Oct 2025 Director resigned Jun 2026 Company no. 06725787 · Companies House
17	Chris Leach and Associates Cardiff	Approach Score 60/100	We hold older figures than Companies House Longest in post since 2009 Independent More about this firm 12 staff · turnover est. £2m Net assets £2.1m · newer accounts made up to Sep 2025 Company no. 01752622 · Companies House chrisleachandassociates.com
18	SME Finance Partners Cardiff A director sits on 4 or more companies	Approach Score 60/100	1 director aged 55-59, 1 aged 50-54, 2 aged 45-49, 2 aged under 45 · longest in post since 2013 Corporate owner More about this firm 9 staff · turnover est. £646k Net assets £378k (Jun 2025) Director resigned Jun 2026 · PSC register changed Mar 2025 Company no. 08567142 · Companies House smefp.co.uk
19	Uniq Family Wealth Cardiff	Approach Score 59/100	1 director aged 70 or over, 1 aged under 45 · longest in post since 2012 Corporate owner More about this firm 9 staff · turnover est. £786k Net assets £711k (Nov 2025) Company no. 08299451 · Companies House uniqfamilywealth.co.uk
20	GS Verde Cardiff A director sits on 4 or more companies	Approach Score 57/100	1 director aged 55-59, 1 aged 50-54 · longest in post since 2017 Corporate owner More about this firm 24 staff · turnover est. £3.1m Net assets £72k (Dec 2024) Charge satisfied Jan 2026 Company no. 11120252 · Companies House gsverde.group
21	Allcap Bassaleg, Newport	Approach Score 57/100	We hold older figures than Companies House 1 director aged 70 or over, 1 aged 60-64, 1 aged 55-59 · longest in post since 2005 Corporate owner More about this firm 31 staff · turnover est. £3.1m Net assets £864k (Jun 2021) · newer accounts made up to Jun 2026 Company no. 01775396 · Companies House allcap.com
22	Haines Watts Cardiff A director sits on 4 or more companies	Approach Score 56/100	1 member aged 55-59, 1 aged under 45 · longest in post since 2009 Held via a trust or firm · independent More about this firm 24 staff · turnover est. £1.3m No net assets figure held · accounts made up to Mar 2025 Member resigned Mar 2025 · charge satisfied Jul 2025 · PSC register changed Apr 2025 Company no. OC346057 · Companies House hwca.com
23	GS Verde Group Cardiff A director sits on 4 or more companies	Approach Score 56/100	1 director aged 55-59, 1 aged 50-54, 1 aged 45-49, 2 aged under 45 · longest in post since 2016 Corporate owner More about this firm 7 staff · turnover est. £667k Net assets £9k (Dec 2024) Director resigned Jun 2025 · charge satisfied Nov 2025 Company no. 10517717 · Companies House gsverde.group
24	Magenta Financial Planning Bridgend	Approach Score 55/100	1 director aged 50-54, 1 aged 45-49 · longest in post since 2016 Corporate owner More about this firm 8 staff · turnover est. £471k Net assets £226k (Mar 2026) Charge satisfied Mar 2026 Company no. 10055304 · Companies House magentafp.com
25	Kymin Financial Planners Gwent A director sits on 4 or more companies	Approach Score 54/100	1 director aged 50-54, 1 aged 45-49 · longest in post since 2010 Corporate owner More about this firm 8 staff · turnover est. £387k Net assets £175k (Sep 2025) Company no. 02794883 · Companies House kymin.co.uk

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

You're seeing the first 25. Buy all 38 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 38 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 Cardiff.

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.

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Other areas

Wales Swansea

Related sectors

Accountancy practices Insurance brokers

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 38 firms, with director names, ages and shareholders

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