Wealth managers and IFAs to acquire in Leeds

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Leeds? Firmbase ranks 102 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 12 years; 2 firms are owned by groups that have acquired several firms in this sector. Looking beyond Leeds? Explore the full Yorkshire and The Humber list of wealth managers and IFAs.

102

Firms

UK 3,337

21%

Every director 55+

UK 25%

23%

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

2 firms owned by 2 groups that have bought several firms in this sector. That is 2% of this list, against 1% across the UK.

The first 25 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	Brooke Financial Leeds	Approach Score 85/100	Longest in post since 2010 1 individual holds 75%+ · independent More about this firm 11 staff · turnover est. £1m Net assets £668k (Feb 2025) Company no. 07133545 · Companies House brookefinancial.co.uk/terms-and-conditions
2	Pentelow Wealth Management Bradford, West Yorkshire	Approach Score 81/100	Longest in post since 1998 1 individual holds 75%+ · independent More about this firm 20 staff · turnover est. £1.2m Net assets £1.5m (Dec 2025) Company no. 03507173 · Companies House pentelow-wealth-management.co.uk
3	PJG Financial Services Wetherby, West Yorkshire	Approach Score 80/100	1 director aged 70 or over, 2 aged under 45 · longest in post since 2002 1 individual holds 75%+ · independent More about this firm 14 staff · turnover est. £791k Net assets £86k (Sep 2025) Director resigned Jun 2025 Company no. 04435416 · Companies House pjgfs.com
4	Actuaries for Lawyers West Yorkshire	Approach Score 78/100	1 director aged 60-64, 1 aged 55-59 · longest in post since 2004 2 individuals hold 50%+ · independent More about this firm 10 staff · turnover est. £405k Net assets £249k (Mar 2025) Company no. 05160337 · Companies House actuariesforlawyers.com
5	Zenia Wealth Management Huddersfield, West Yorkshire	Approach Score 76/100	Director aged 55-59 · in post since 2017 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £1.1m Net assets £455k (Aug 2025) Company no. 10912086 · Companies House zeniawealth.co.uk
6	West Riding Personal Financial Solutions Castleford, West Yorkshire	Approach Score 74/100	1 director aged 60-64, 1 aged 50-54, 1 aged under 45 · longest in post since 2004 2 individuals hold 50%+ · independent More about this firm 10 staff · turnover est. £758k Net assets £400k (Jun 2026) Company no. 05142989 · Companies House wrpfs.com
7	Slaiyburn Financial Planning Huddersfield, West Yorkshire	Approach Score 74/100	1 director aged 70 or over, 1 aged 65-69, 1 aged 60-64, 1 aged 45-49 · longest in post since 2009 2 individuals hold 50%+ · independent More about this firm 7 staff · turnover est. £461k No net assets figure held · accounts made up to Oct 2025 Director resigned Mar 2026 Company no. 06918298 · Companies House slaiyburn.co.uk
8	TIB Group Cleckheaton, West Yorkshire A director sits on 4 or more companies	Approach Score 72/100	Director aged 55-59 · in post since 2003 1 individual holds 75%+ · independent More about this firm 9 staff · turnover est. £114k Net assets £42k (Mar 2025) Company no. 03883883 · Companies House tibgroup.co.uk
9	Hill Johnstone Wealth Management Huddersfield, West Yorkshire	Approach Score 71/100	In post since 2021 1 individual holds 75%+ · independent More about this firm 9 staff · turnover est. £985k Net assets £162k (Jul 2025) Company no. 13651446 · Companies House hilljohnstone.co.uk
10	Parkway Financial Planning Leeds, West Yorkshire	Approach Score 70/100	2 directors aged 55-59, 1 aged 45-49 · longest in post since 2011 Independent More about this firm 7 staff · turnover est. £436k Net assets £201k (Oct 2025) Company no. 07634754 · Companies House parkwayfp.co.uk
11	Mayfield Mortgages Wetherby	Approach Score 70/100	Director aged 55-59 · in post since 2008 Independent More about this firm 5 staff · turnover est. £137k Net assets £12k (May 2025) Company no. 06526110 · Companies House mayfieldmortgages.co.uk
12	Lazenbys Financial Services Leeds	Approach Score 70/100	Longest in post since 2012 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £125k Net assets £26k (Oct 2025) Company no. 08241393 · Companies House lazenbysfs.co.uk
13	Yorkshire Wealth Management Leeds, West Yorkshire	Approach Score 70/100	1 director aged 65-69, 1 aged under 45 · longest in post since 2016 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £231k Net assets £167k (Mar 2025) Company no. 10513689 · Companies House
14	Holroyd Wealth Management Huddersfield	Approach Score 70/100	1 director aged 65-69, 1 aged 60-64 · longest in post since 2014 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £560k Company no. 09198268 · Companies House h-wm.co.uk
15	Financial Therapeutics Leeds, West Yorkshire	Approach Score 69/100	We hold older figures than Companies House 1 director aged 65-69, 1 aged under 45 · longest in post since 2010 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £717k Net assets £184k · newer accounts made up to May 2026 Company no. 07255436 · Companies House financialtherapeutics.co.uk
16	The Financial Partnership Brighouse, West Yorkshire	Approach Score 68/100	1 director aged 60-64, 2 aged 55-59 · longest in post since 2009 Held via a trust or firm · independent More about this firm 11 staff · turnover est. £411k Net assets £786k (Mar 2025) Company no. 06842746 · Companies House financial-partnership.co.uk
17	SMG F.S Leeds, West Yorkshire A director sits on 4 or more companies	Approach Score 68/100	2 directors aged 60-64, 1 aged 50-54 · longest in post since 1995 Corporate owner More about this firm 15 staff · turnover est. £872k Net assets £645k (Dec 2025) Director resigned Mar 2026 Company no. 01670009 · Companies House smgfs.com
18	Yorkshire Financial Management Wetherby, North Yorkshire A director sits on 4 or more companies	Approach Score 67/100	We hold older figures than Companies House 2 directors aged 70 or over · longest in post since 1996 Independent More about this firm 5 staff · turnover est. £251k Net assets £32k · newer accounts made up to Dec 2025 Company no. 03298877 · Companies House yfml.co.uk
19	fds Wakefield, West Yorkshire A director sits on 4 or more companies	Approach Score 67/100	1 director aged 65-69, 1 aged under 45 · longest in post since 2014 Corporate owner More about this firm 8 staff · turnover est. £398k Net assets £11k (Oct 2025) Company no. 09088224 · Companies House wearefds.com
20	IPM Pensions Leeds, Yorkshire A director sits on 4 or more companies	Approach Score 67/100	We hold older figures than Companies House 1 director aged 70 or over, 1 aged 65-69, 1 aged 60-64 · longest in post since 2003 Independent More about this firm 8 staff · turnover est. £348k Net assets £155k · newer accounts made up to Mar 2026 Company no. 04867920 · Companies House ipm-pensions.co.uk/sipp-or-ssas-what-you-and-your-clients-need-to-know
21	Haighwood Financial Services Leeds, West Yorkshire A director sits on 4 or more companies	Approach Score 67/100	Director aged 55-59 · in post since 2014 2 individuals hold 50%+ · independent More about this firm 13 staff · turnover est. £341k Net assets £30k (May 2025) Company no. 09042469 · Companies House haighwood.co.uk
22	MY Management Accountant Huddersfield	Approach Score 67/100	2 directors aged 50-54 · longest in post since 2011 1 individual holds 75%+ · independent More about this firm 14 staff · turnover est. £503k Net assets £2k (Dec 2024) Company no. 07683066 · Companies House mymanagementaccountant.co.uk
23	Sheavyn Associates Financial Management Wetherby	Approach Score 67/100	Longest in post since 2014 Corporate owner More about this firm 9 staff · turnover est. £960k Net assets £745k (Dec 2025) Charge satisfied Sep 2025 Company no. 09275997 · Companies House sheavynassociates.co.uk
24	Cowling Rawnsley Financial Solutions Leeds A director sits on 4 or more companies	Approach Score 66/100	Longest in post since 2004 Corporate owner More about this firm 6 staff · turnover est. £302k Net assets £137k (Mar 2025) Company no. 05017690 · Companies House cr-fs.com
25	Haighwood Financial Services Leeds, West Yorkshire A director sits on 4 or more companies	Approach Score 66/100	2 directors aged 55-59 · longest in post since 2019 2 individuals hold 50%+ · independent More about this firm 7 staff · turnover est. £244k Net assets £106k (May 2025) Company no. 12120701 · Companies House haighwood.co.uk

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

You're seeing the first 25. Buy all 102 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 102 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 Leeds.

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

Yorkshire and The Humber Hull Sheffield

Related sectors

Accountancy practices Insurance brokers

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 102 firms, with director names, ages and shareholders

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