Wealth managers and IFAs to acquire in Edinburgh

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Edinburgh? 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 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 Edinburgh? Explore the full Scotland list of wealth managers and IFAs.

Firms

UK 3,326

16%

Every director 55+

UK 26%

22%

Held 75%+ by one person

UK 24%

Median years in business

UK 14

Median headcount

UK 8

£500k to £1m

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 group is Fairstone. To have a group's name removed, email dave@firmbase.co.

The first 25 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	Rock Limited Edinburgh	Approach Score 89/100	1 director aged 65-69, 1 aged 55-59 · longest in post since 2008 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £316k Net assets £148k (May 2025) Director resigned Oct 2025 · PSC register changed Oct 2025 Company no. SC340899 · Companies House rocklimited.uk
2	Noble & Co Edinburgh A director sits on 4 or more companies	Approach Score 77/100	1 director aged 60-64, 1 aged 50-54 · longest in post since 2012 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £1.1m Net assets £738k (Dec 2025) Company no. SC420569 · Companies House nobleandcompany.com
3	SMG FS Ltd Edinburgh A director sits on 4 or more companies	Approach Score 76/100	1 director aged 60-64, 2 aged 55-59, 1 aged 45-49 · longest in post since 2003 Corporate owner More about this firm 7 staff · turnover est. £675k Net assets £441k (Nov 2025) Director resigned Jul 2026 · PSC register changed Jul 2026 Company no. SC254010 · Companies House smgfs.com
4	Ramsay Asset Management Edinburgh	Approach Score 74/100	We hold older figures than Companies House In post since 2006 2 individuals hold 75%+ · independent More about this firm 7 staff · turnover est. £3.3m Net assets £5.8m · newer accounts made up to Mar 2025 Company no. SC297165 · Companies House ramsayassetmanagement.com
5	Wealth Professional Bathgate, West Lothian A director sits on 4 or more companies	Approach Score 73/100	1 director aged 55-59, 1 aged 45-49 · longest in post since 2011 Corporate owner More about this firm 13 staff · turnover est. £511k Net assets £324k (May 2025) Director resigned Sep 2026 · PSC register changed Apr 2026 Company no. SC400522 · Companies House wealthprofessional.co.uk
6	JM IFA Edinburgh	Approach Score 73/100	Director aged 55-59 · in post since 2014 2 individuals hold 50%+ · independent More about this firm 9 staff · turnover est. £7.7m Net assets £6.2m (Mar 2026) Company no. SC473934 · Companies House jmifa.co.uk
7	Clarity IFA Edinburgh, Midlothian A director sits on 4 or more companies	Approach Score 72/100	Director aged 55-59 · in post since 2006 Independent More about this firm 9 staff · turnover est. £482k Net assets £748k (Apr 2026) Charge satisfied Apr 2026 Company no. SC302467 · Companies House clarityifa.com
8	John Kerr Financial Services Edinburgh A director sits on 4 or more companies	Approach Score 72/100	Longest in post since 2011 1 individual holds 75%+ · independent More about this firm 9 staff · turnover est. £601k Net assets £224k (Dec 2024) Company no. SC398399 · Companies House jkfs.com
9	MarktoMarket Edinburgh	Approach Score 71/100	1 director aged 65-69, 1 aged 50-54, 1 aged 45-49 · longest in post since 2017 Independent More about this firm 34 staff · turnover est. £1.5m Net assets £1.5m (Dec 2025) Director resigned Sep 2025 Company no. SC547768 · Companies House marktomarket.io
10	Charlotte Square Investment Managers Edinburgh A director sits on 4 or more companies	Approach Score 69/100	2 directors aged 70 or over, 2 aged 65-69 · longest in post since 2003 Independent More about this firm 12 staff · turnover £1.5m Net assets £1.5m (Mar 2025) Company no. SC231678 · Companies House csmanagers.com
11	Kilgour Group Loanhead, Midlothian A director sits on 4 or more companies	Approach Score 67/100	We hold older figures than Companies House 2 directors aged 55-59 · longest in post since 2010 2 individuals hold 75%+ · independent More about this firm 7 staff · turnover est. £577k Net assets £400k · newer accounts made up to Aug 2025 Company no. SC375269 · Companies House thekilgourgroup.com
12	Findlay & Financial Solutions Livingston	Approach Score 63/100	We hold older figures than Companies House In post since 2016 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £270k Net assets £248k (Nov 2023) · newer accounts made up to Nov 2025 Company no. SC550871 · Companies House findlaycofs.com
13	J K Business Services Broxburn, West Lothian	Approach Score 62/100	We hold older figures than Companies House 1 director aged 65-69, 1 aged 55-59, 1 aged 45-49, 1 aged under 45 · longest in post since 2006 2 individuals hold 75%+ · independent More about this firm 9 staff · turnover est. £442k Net assets -£51k (Aug 2023) · newer accounts made up to Aug 2025 Company no. SC203658 · Companies House jkbusinessservices.co.uk
14	Seven Hills Financial Edinburgh, Midlothian	Approach Score 61/100	1 director aged 55-59, 1 aged under 45 · longest in post since 2022 2 individuals hold 50%+ · independent More about this firm 12 staff · turnover est. £343k Net assets £379k (Feb 2025) Company no. SC723633 · Companies House sevenhillsfinancial.com
15	Amati Global Investors Edinburgh	Approach Score 59/100	1 director aged 65-69, 2 aged 60-64, 1 aged 55-59, 1 aged 50-54 · longest in post since 2010 Corporate owner More about this firm 28 staff · turnover £12.8m No net assets figure held · accounts made up to Dec 2025 Director resigned Sep 2025 Company no. SC199908 · Companies House amatiglobal.com
16	Cambridge Investments Edinburgh A director sits on 4 or more companies	Approach Score 58/100	1 director aged 50-54, 1 aged under 45 · longest in post since 2013 2 individuals hold 50%+ · independent More about this firm 7 staff · turnover est. £269k Net assets £75k (Mar 2025) Company no. SC441376 · Companies House cambridgeinvestments.co.uk
17	Six Sigma Ventures Edinburgh	Approach Score 57/100	Director aged under 45 · in post since 2026 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £525k Net assets £89k (Nov 2025) Director resigned Feb 2026 · PSC register changed Feb 2026 Company no. SC714490 · Companies House sixsigmaventures.com
18	Carbon Financial Partners Edinburgh A director sits on 4 or more companies	Approach Score 57/100	We hold older figures than Companies House 1 director aged 55-59, 1 aged 50-54, 1 aged 45-49 · longest in post since 2010 Corporate owner More about this firm 38 staff · turnover est. £4.4m Net assets £2.3m (Oct 2021) · newer accounts made up to Dec 2025 Director resigned Sep 2026 · charge satisfied Apr 2025 Company no. SC386400 · Companies House carbonfinancial.co.uk
19	Seven Street Wealth Edinburgh	Approach Score 57/100	1 director aged 55-59, 1 aged under 45 · longest in post since 2012 Corporate owner More about this firm 16 staff · turnover est. £785k Net assets £713k (Sep 2025) Director resigned Jun 2026 Company no. SC203271 · Companies House 7sw.co.uk
20	Dsma Edinburgh	Approach Score 57/100	Director aged under 45 · in post since 2017 1 individual holds 75%+ · independent More about this firm 13 staff · turnover est. £383k Net assets £90k (Mar 2025) Company no. SC578310 · Companies House dsma.com
21	Optima Financial Services Edinburgh, Midlothian A director sits on 4 or more companies	Approach Score 55/100	2 directors aged 65-69, 2 aged under 45 · longest in post since 2016 Corporate owner More about this firm 5 staff · turnover est. £167k Net assets £131k (Feb 2025) Director resigned Apr 2025 · PSC register changed Mar 2025 Company no. SC183393 · Companies House optima-fs.co.uk
22	North Capital Management Edinburgh	Approach Score 51/100	We hold older figures than Companies House 2 directors aged 50-54 · longest in post since 2015 2 individuals hold 50%+ · independent More about this firm 11 staff · turnover £1.5m Net assets £554k (Dec 2023) · newer accounts made up to Dec 2025 Company no. SC509360 · Companies House northcapital.co.uk
23	Tweed Wealth Management Edinburgh	Approach Score 50/100	Longest in post since 2017 2 individuals hold 75%+ · independent More about this firm 19 staff · turnover est. £1.8m Net assets £2.4m (Mar 2025) Company no. SC564880 · Companies House tweedwealth.co.uk
24	Thistle Property Edinburgh A director sits on 4 or more companies	Approach Score 50/100	We hold older figures than Companies House 1 director aged 70 or over, 1 aged under 45 · longest in post since 2023 Held via a trust or firm · independent More about this firm 5 staff · turnover est. £3.7m Net assets £11.5m (Mar 2022) · newer accounts made up to Mar 2025 Company no. SC071059 · Companies House thistleproperty.co.uk
25	Rockworth Edinburgh	Approach Score 49/100	1 director aged 55-59, 1 aged 50-54 · longest in post since 2009 Corporate owner More about this firm 5 staff · turnover est. £380k No net assets figure held · accounts made up to Jun 2025 Company no. SC243328 · Companies House rockworth.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 Edinburgh.

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

Scotland Aberdeen Glasgow

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.