Wealth managers and IFAs to acquire in Leicester
Updated 9 November 2026
Looking to acquire a wealth manager or IFA in Leicester? Firmbase ranks 59 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 7 staff and has been in business for 16 years; 1 firm is owned by a group that has acquired several firms in this sector. Looking beyond Leicester? Explore the full East Midlands list of wealth managers and IFAs.
59
Firms
UK 3,326
27%
Every director 55+
UK 26%
27%
Held 75%+ by one person
UK 24%
16
Median years in business
UK 14
7
Median headcount
UK 8
£250k to £500k
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 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 | Angell Mallinder Loughborough, Leicestershire | Approach Score 89/100 |
More about this firm
Company no. 06818411 · Companies House |
| 2 | Crownhouse Management Leicestershire | Approach Score 85/100 |
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Company no. 04714105 · Companies House |
| 3 | Leicester Commercial Accountants Leicester | Approach Score 84/100 |
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Company no. 09348988 · Companies House |
| 4 | Andrew Bourne Financial Services Leicester A director sits on 4 or more companies | Approach Score 82/100 |
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Company no. 07383187 · Companies House |
| 5 | Springfields Leicester A director sits on 4 or more companies | Approach Score 81/100 |
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Company no. OC404694 · Companies House |
| 6 | Rock Associates Lutterworth, Leicestershire | Approach Score 76/100 | We hold older figures than Companies House
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Company no. 06908331 · Companies House |
| 7 | Lord Clarke Lutterworth | Approach Score 76/100 |
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Company no. 05975653 · Companies House |
| 8 | The Curious Guys Loughborough A director sits on 4 or more companies | Approach Score 76/100 |
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Company no. 08554025 · Companies House |
| 9 | Focal Business Market Harborough, Leicestershire A director sits on 4 or more companies | Approach Score 76/100 |
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Company no. 09883896 · Companies House |
| 10 | O'connor Wealth Management Leicester | Approach Score 71/100 |
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Company no. 05643785 · Companies House |
| 11 | Perrett & Financial Services Loughborough, Leicestershire A director sits on 4 or more companies | Approach Score 71/100 | We hold older figures than Companies House
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Company no. 03334695 · Companies House |
| 12 | Berry Wealth Management Market Harborough, Leicestershire A director sits on 4 or more companies | Approach Score 71/100 |
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Company no. 09738124 · Companies House |
| 13 | The Finance LAB Leicester | Approach Score 70/100 |
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Company no. 06316029 · Companies House |
| 14 | Gateway Financial Advisers Leicester A director sits on 4 or more companies | Approach Score 69/100 |
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Company no. 07261628 · Companies House |
| 15 | Epsilon Independent Financial Solutions Nuneaton, Warwickshire | Approach Score 68/100 | We hold older figures than Companies House
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Company no. 04710877 · Companies House |
| 16 | Intelligent Financial Advisory Lutterworth, Leicestershire A director sits on 4 or more companies | Approach Score 68/100 |
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Company no. 09186448 · Companies House |
| 17 | Throgmorton Associates Wealth Management Enderby, Leicestershire A director sits on 4 or more companies | Approach Score 68/100 | We hold older figures than Companies House
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Company no. 06905060 · Companies House |
| 18 | Century Financial Planning Market Harborough, Berkshire A director sits on 4 or more companies | Approach Score 68/100 | We hold older figures than Companies House
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Company no. 03878887 · Companies House |
| 19 | Rowley Turton Private Wealth Management Leicester, Leicestershire | Approach Score 68/100 |
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Company no. 03145431 · Companies House |
| 20 | Lawrance Bennett Partners Leicester | Approach Score 67/100 |
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Company no. 09280209 · Companies House |
| 21 | Matrix Wealth Planning Warwickshire | Approach Score 65/100 |
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Company no. 14962827 · Companies House |
| 22 | Contemi Solutions Leicester | Approach Score 63/100 |
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Company no. 03744660 · Companies House |
| 23 | Chesterton House Loughborough, Leicestershire A director sits on 4 or more companies | Approach Score 63/100 |
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Company no. 02118345 · Companies House |
| 24 | Beechwood Trusteeship & Administration Leicester A director sits on 4 or more companies | Approach Score 63/100 | We hold older figures than Companies House
More about this firm
Company no. 05091033 · Companies House |
| 25 | Imperial Wealth Advisory Leicester | Approach Score 62/100 |
More about this firm
Company no. 08601509 · Companies House |
34 more firms are in the list, in Approach Score order.
You're seeing the first 25. Buy all 59 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.
Buy the list of all 59 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 Leicester.
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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Buy the list of all 59 firms, with director names, ages and shareholders
Each row comes with the facts behind its score, financials with dates and contact details.