Wealth managers and IFAs to acquire in Hull
Updated 9 November 2026
Looking to acquire a wealth manager or IFA in Hull? 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 8 staff and has been in business for 16 years. Looking beyond Hull? Explore the full Yorkshire and The Humber list of wealth managers and IFAs.
18
Firms
UK 3,351
17%
Every director 55+
UK 25%
17%
Held 75%+ by one person
UK 25%
16
Median years in business
UK 14
8
Median headcount
UK 8
£250k to £500k
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 | Kaizen Group Hull, North Humberside A director sits on 4 or more companies | Approach Score 80/100 |
More about this firm
Company no. 07193764 · Companies House |
| 2 | coreIFP Financial Planning Beverley, East Yorkshire | Approach Score 68/100 |
More about this firm
Company no. 07388495 · Companies House |
| 3 | The Mortgage Corner Hessle, North Humberside | Approach Score 67/100 | We hold older figures than Companies House
More about this firm
Company no. 03981158 · Companies House |
| 4 | Smailes Goldie Hull, East Yorkshire A director sits on 4 or more companies | Approach Score 66/100 |
More about this firm
Company no. 04926777 · Companies House |
| 5 | Stephenson Johnson Financial Planning Hessle, East Yorkshire | Approach Score 65/100 | We hold older figures than Companies House
More about this firm
Company no. 05269611 · Companies House |
| 6 | Everstone Advisory Group Hessle, East Yorkshire | Approach Score 62/100 |
More about this firm
Company no. 07858909 · Companies House |
| 7 | Proactive Financial Management Bridlington, East Riding | Approach Score 62/100 |
More about this firm
Company no. 06419263 · Companies House |
| 8 | Morgan Williams & Co Hull | Approach Score 60/100 |
More about this firm
Company no. 02140781 · Companies House |
| 9 | Townends Accountants Goole, East Yorkshire A director sits on 4 or more companies | Approach Score 60/100 |
More about this firm
Company no. OC366927 · Companies House |
| 10 | Townends Wealth Management Goole, North Humberside A director sits on 4 or more companies | Approach Score 59/100 |
|
| 11 | Kingsbridge Corporate Solutions Hull | Approach Score 59/100 |
More about this firm
Company no. 08688365 · Companies House |
| 12 | Nicola Amidulla Mortgages Bridlington, East Yorkshire | Approach Score 58/100 |
More about this firm
Company no. 09677890 · Companies House |
| 13 | Lairgate Financial Beverley, East Yorkshire | Approach Score 55/100 |
More about this firm
Company no. 09886324 · Companies House |
| 14 | Next Chapter Financial Planning Hull, West Yorkshire | Approach Score 55/100 |
More about this firm
Company no. 12075452 · Companies House |
| 15 | Chandler Wealth Management Hessle, East Yorkshire A director sits on 4 or more companies | Approach Score 54/100 |
More about this firm
Company no. 07116006 · Companies House |
| 16 | Dukes & King Howden, East Riding of Yorkshire A director sits on 4 or more companies | Approach Score 53/100 |
More about this firm
Company no. 13953033 · Companies House |
| 17 | Stones Wealth Driffield, East Yorkshire | Approach Score 50/100 |
More about this firm
Company no. 12860457 · Companies House |
| 18 | ACP Assist Cottingham, East Yorkshire | Approach Score 46/100 |
|
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 Hull.
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.