Wealth managers and IFAs to acquire in Derby
Updated 14 November 2026
Looking to acquire a wealth manager or IFA in Derby? Firmbase ranks 18 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 6 staff and has been in business for 14 years. Looking beyond Derby? Explore the full East Midlands list of wealth managers and IFAs.
18
Firms
UK 3,337
14%
Every director 55+
UK 25%
22%
Held 75%+ by one person
UK 25%
14
Median years in business
UK 14
6
Median headcount
UK 8
£500k to £1m
Median turnover band
UK £250k to £500k · includes our estimates
All 18 firms, in Approach Score order
| Rank | Firm | Approach Score | The facts behind the score |
|---|---|---|---|
| 1 | Finance Advice Derby | Approach Score 69/100 |
More about this firm
Company no. 08951525 · Companies House |
| 2 | AMG Wealth Management Derby | Approach Score 64/100 |
More about this firm
Company no. 13430983 · Companies House |
| 3 | The Paul Barker Practice Derby, Derbyshire | Approach Score 63/100 | We hold older figures than Companies House
More about this firm
Company no. 06662720 · Companies House |
| 4 | Integritas Financial Planners Swadlincote | Approach Score 58/100 |
More about this firm
Company no. 08981673 · Companies House |
| 5 | Clear Financial Solutions (midlands) Belper | Approach Score 58/100 |
More about this firm
Company no. 07081690 · Companies House |
| 6 | Evolve FS Derby, Suffolk A director sits on 4 or more companies | Approach Score 56/100 | We hold older figures than Companies House
More about this firm
Company no. 06867306 · Companies House |
| 7 | Lowdens Derby, Bedfordshire A director sits on 4 or more companies | Approach Score 55/100 | We hold older figures than Companies House
More about this firm
Company no. 03907681 · Companies House |
| 8 | Amos Accountancy Swadlincote, Derbyshire | Approach Score 54/100 |
More about this firm
Company no. 08332445 · Companies House |
| 9 | Bates Weston Derby, Derbyshire A director sits on 4 or more companies | Approach Score 54/100 |
|
| 10 | Sims Financial Services Derby, Derbyshire | Approach Score 53/100 |
More about this firm
Company no. 10473297 · Companies House |
| 11 | Hollybeck Derby, Derbyshire | Approach Score 51/100 |
More about this firm
Company no. 10337505 · Companies House |
| 12 | Great British Finance Derby, Derbyshire | Approach Score 47/100 | We hold older figures than Companies House
More about this firm
Company no. 03171349 · Companies House |
| 13 | Bates Weston Derby, Derbyshire A director sits on 4 or more companies | Approach Score 46/100 | We hold older figures than Companies House
More about this firm
Company no. 02642288 · Companies House |
| 14 | Halkin Derby,, Derbyshire, A director sits on 4 or more companies | Approach Score 41/100 |
More about this firm
Company no. 13097649 · Companies House |
| 15 | Bates Weston Derby, Derbyshire A director sits on 4 or more companies | Approach Score 40/100 |
More about this firm
Company no. OC361828 · Companies House |
| 16 | LIZ Robinson Wealth Management Derby, Leicestershire | Approach Score 36/100 | We hold older figures than Companies House
More about this firm
Company no. 05390417 · Companies House |
| 17 | Chambers Smith Derby, Derbyshire A director sits on 4 or more companies | Approach Score 36/100 |
More about this firm
Company no. 06674780 · Companies House |
| 18 | WE ARE Defy Derby, Derbyshire | Approach Score 34/100 |
More about this firm
Company no. 14082106 · Companies House |
Buy the list of all 18 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 Derby.
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.
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.
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The standard Firmbase list
Buy the list of all 18 firms, with director names, ages and shareholders
Each row comes with the facts behind its score, financials with dates and contact details.