Wealth managers and IFAs to acquire in Glasgow

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Glasgow? Firmbase ranks 79 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 8 staff and has been in business for 16 years; 3 firms are owned by groups that have acquired several firms in this sector. Looking beyond Glasgow? Explore the full Scotland list of wealth managers and IFAs.

Firms

UK 3,337

32%

Every director 55+

UK 25%

20%

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

3 firms owned by 2 groups that have bought several firms in this sector. That is 4% of this list, against 1% across the UK. Groups that own firms on this list include Fairstone and Perspective Financial Group. 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	CFO & More Glasgow A director sits on 4 or more companies	Approach Score 80/100	1 director aged 60-64, 1 aged 50-54 · longest in post since 2016 2 individuals hold 75%+ · independent More about this firm 6 staff · turnover est. £372k Net assets £81k (Mar 2025) Company no. SC533571 · Companies House cfoandmore.com
2	Caledonian Financial Management Glasgow, Lanarkshire	Approach Score 79/100	We hold older figures than Companies House 1 director aged 60-64, 1 aged 55-59 · longest in post since 2005 2 individuals hold 75%+ · independent More about this firm 12 staff · turnover est. £536k Net assets £515k (Dec 2021) · newer accounts made up to Dec 2025 Director resigned Mar 2026 Company no. SC287059 · Companies House caledonianfm.co.uk
3	Craig Corporate Glasgow A director sits on 4 or more companies	Approach Score 75/100	Director aged 65-69 · in post since 1996 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £1.5m Net assets £945k (Apr 2025) Director resigned Sep 2025 Company no. SC091302 · Companies House craigcorporate.com
4	Holland (glasgow) Insurance Brokers Glasgow, Strathclyde	Approach Score 73/100	We hold older figures than Companies House Director aged 60-64 · in post since 2000 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £514k Net assets £996k · newer accounts made up to Dec 2025 Charge satisfied Feb 2026 Company no. SC128802 · Companies House hollandinsurancebrokers.com
5	Kelvin Smith Financial Planning Glasgow A director sits on 4 or more companies	Approach Score 72/100	We hold older figures than Companies House 1 director aged 70 or over, 1 aged 65-69, 1 aged 60-64, 1 aged 50-54 · longest in post since 2006 2 individuals hold 75%+ · held via a trust or firm · independent More about this firm 5 staff · turnover est. £173k Net assets £121k · newer accounts made up to Mar 2025 Company no. SC298147 · Companies House
6	Finesco FS	Approach Score 72/100	We hold older figures than Companies House Director aged 70 or over 1 individual holds 75%+ · independent More about this firm 11 staff · turnover est. £1.4m Net assets £1.6m · newer accounts made up to Apr 2025 Director resigned Dec 2025 Company no. SC087379 · Companies House finesco.com
7	Whiteleigh Financial Planning Glasgow	Approach Score 71/100	2 directors aged 55-59 · longest in post since 2010 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £823k Net assets £1.1m (Aug 2024) Company no. SC384173 · Companies House partnership.sjp.co.uk/whiteleigh
8	David Mcdonald Financial Services Glasgow	Approach Score 71/100	We hold older figures than Companies House In post since 2005 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £437k Net assets £415k (Mar 2022) · newer accounts made up to Mar 2026 Company no. SC279742 · Companies House davidmcdonaldfinancialservices.co.uk
9	Paterson Financial Planning Glasgow	Approach Score 71/100	Longest in post since 2004 2 individuals hold 75%+ · independent More about this firm 9 staff · turnover est. £731k Net assets £494k (Jun 2025) PSC register changed Dec 2025 Company no. SC268158 · Companies House patersonfp.co.uk
10	Financial Independent Solutions Bothwell, Glasgow	Approach Score 71/100	We hold older figures than Companies House Director aged 55-59 · in post since 2001 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £335k Net assets £68k · newer accounts made up to Aug 2026 Company no. SC218279 · Companies House financialindependentsolutions.co.uk
11	Reed Financial Planning Glasgow	Approach Score 68/100	We hold older figures than Companies House Longest in post since 2012 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £468k Net assets £311k · newer accounts made up to Mar 2026 Director resigned May 2025 · PSC register changed May 2025 Company no. SC431746 · Companies House reedfinancialplanning.co.uk
12	ILM Financial Glasgow	Approach Score 68/100	We hold older figures than Companies House Director aged 60-64 · in post since 2010 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £273k Net assets £327k (Aug 2021) · newer accounts made up to Aug 2025 Company no. SC374493 · Companies House ilmfinancial.co.uk
13	Lethame Business Services Strathaven, Lanarkshire	Approach Score 68/100	Director aged 60-64 · in post since 2008 Independent More about this firm 5 staff · turnover est. £165k Net assets £971 (Jul 2025) Company no. SC345947 · Companies House
14	Riverpark Glasgow	Approach Score 67/100	We hold older figures than Companies House 1 director aged 65-69, 1 aged 60-64 · longest in post since 2001 Independent More about this firm 5 staff · turnover est. £405k Net assets £236k · newer accounts made up to Nov 2025 Company no. SC220303 · Companies House riverparkifa.com
15	Argyle Consulting	Approach Score 67/100	We hold older figures than Companies House 2 directors aged 60-64, 1 aged 55-59, 1 aged 50-54 · longest in post since 1997 2 individuals hold 50%+ · independent More about this firm 49 staff · turnover est. £3.6m Net assets £1.7m · newer accounts made up to Nov 2025 Company no. SC179496 · Companies House argyleconsulting.co.uk
16	Bricks and Mortar Mortgages Glasgow	Approach Score 66/100	We hold older figures than Companies House Director aged 55-59 · in post since 2017 1 individual holds 75%+ · held via a trust or firm · independent More about this firm 5 staff · turnover est. £282k Net assets £102k · newer accounts made up to Aug 2025 Company no. SC573285 · Companies House bricksandmortarmortgages.co.uk
17	SRB Wealth Management Airdrie, North Lanarkshire	Approach Score 65/100	We hold older figures than Companies House Director aged 60-64 · in post since 2010 Independent More about this firm 9 staff · turnover est. £861k Net assets £15k · newer accounts made up to Dec 2025 Director resigned Aug 2025 Company no. SC383253 · Companies House srbwm.co.uk
18	Shackleton A director sits on 4 or more companies	Approach Score 65/100	1 director aged 60-64, 1 aged 55-59 · longest in post since 2025 Corporate owner More about this firm 21 staff · turnover est. £4m Net assets £4.8m (Jun 2024) Director resigned Jul 2026 Company no. SC113651 · Companies House shackletonadvisers.co.uk/save-and-invest
19	Financial Planning Options Paisley	Approach Score 65/100	2 directors aged 55-59 · longest in post since 2007 Independent More about this firm 6 staff · turnover est. £414k Net assets £278k (Mar 2025) Company no. SC319521 · Companies House fpoptions.co.uk
20	SFS Investments Glasgow	Approach Score 65/100	We hold older figures than Companies House Longest in post since 2004 1 individual holds 75%+ · independent More about this firm 10 staff · turnover est. £441k Net assets £45k · newer accounts made up to May 2025 Company no. SC267828 · Companies House southernfs.co.uk
21	Church Street Properties (scotland) Renfrewshire	Approach Score 64/100	We hold older figures than Companies House 2 directors aged 55-59, 1 aged 45-49, 1 aged under 45 · longest in post since 2001 2 individuals hold 75%+ · independent More about this firm 10 staff · turnover est. £1.1m Net assets £1m · newer accounts made up to Aug 2025 Company no. SC222334 · Companies House phoenixwealthsolutions.com
22	Wisdom Consulting Lanarkshire	Approach Score 64/100	2 directors aged 60-64 · longest in post since 2008 Held via a trust or firm · independent More about this firm 5 staff · turnover est. £141k Net assets £68k (Mar 2025) Company no. SC285007 · Companies House wisdomconsulting.co.uk
23	M B Financial Planning Glasgow	Approach Score 63/100	We hold older figures than Companies House 1 director aged 60-64, 1 aged 55-59 · longest in post since 2015 2 individuals hold 50%+ · independent More about this firm 7 staff · turnover est. £260k Net assets £61k · newer accounts made up to Oct 2025 Company no. SC517602 · Companies House mbfp.co.uk
24	Thomson Mccallum Glasgow, Lanarkshire	Approach Score 63/100	We hold older figures than Companies House Longest in post since 2010 Independent More about this firm 6 staff · turnover est. £493k Net assets £474k · newer accounts made up to Jan 2025 Company no. SC382004 · Companies House thomsonmccallum.co.uk
25	FD Wealth Glasgow	Approach Score 63/100	We hold older figures than Companies House 2 directors aged 55-59 · longest in post since 2007 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £458k Net assets £226k · newer accounts made up to Apr 2025 Director resigned Dec 2025 Company no. SC229215 · Companies House fdwealth.co.uk

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

You're seeing the first 25. Buy all 79 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 79 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 Glasgow.

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 Edinburgh

Related sectors

Accountancy practices Insurance brokers

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 79 firms, with director names, ages and shareholders

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