Wealth managers and IFAs to acquire in Liverpool

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Liverpool? Firmbase ranks 42 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 15 years; 1 firm is owned by a group that has acquired several firms in this sector. Looking beyond Liverpool? Explore the full North West list of wealth managers and IFAs.

Firms

UK 3,337

41%

Every director 55+

UK 25%

26%

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

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 group is Pivotal Growth. 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	Mova Liverpool	Approach Score 78/100	1 director aged 70 or over, 1 aged 45-49 · longest in post since 2017 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £375k Net assets £187k (Jun 2025) PSC register changed Jan 2025 Company no. 10842427 · Companies House movacorp.com/en-gb
2	Peter Dickinson Wealth Management Formby, Merseyside	Approach Score 77/100	In post since 2019 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £355k Net assets £35k (Jun 2024) Company no. 12064074 · Companies House
3	The Aldra Southport, Merseyside	Approach Score 77/100	We hold older figures than Companies House 1 director aged 70 or over, 1 aged 65-69 · longest in post since 2002 1 individual holds 75%+ · independent More about this firm 8 staff · turnover £464k Net assets £303k (Dec 2023) · newer accounts made up to Dec 2025 Company no. 04540464 · Companies House financialadviserssouthport.co.uk
4	People and Business Liverpool, Merseyside	Approach Score 74/100	Director aged 60-64 · in post since 2014 Independent More about this firm 12 staff · turnover est. £844k Net assets £692k (May 2025) Company no. 08954170 · Companies House pandbifa.co.uk
5	The Financial Planning Southport, Merseyside	Approach Score 73/100	1 member aged 70 or over, 1 aged 60-64 · longest in post since 2008 Independent More about this firm 19 staff · turnover est. £702k No net assets figure held · accounts made up to Mar 2026 Member resigned Sep 2026 · PSC register changed Sep 2026 Company no. OC337787 · Companies House fpc.co.uk
6	Arrowe Financial Wirral, Merseyside	Approach Score 73/100	1 director aged 65-69, 1 aged 60-64 · longest in post since 2013 2 individuals hold 50%+ · independent More about this firm 11 staff · turnover est. £269k Net assets £5k (Mar 2026) Company no. 08817976 · Companies House arrowefinancial.com
7	Optimus Group Liverpool, Merseyside A director sits on 4 or more companies	Approach Score 72/100	Director aged 70 or over · in post since 2021 1 individual holds 75%+ · independent More about this firm 14 staff · turnover est. £686k Net assets £1 (Dec 2024) Company no. 13803048 · Companies House optimusgroupuk.com
8	Alpha Financial Management Merseyside	Approach Score 71/100	Director aged 55-59 · in post since 2002 Independent More about this firm 6 staff · turnover est. £299k Net assets £148k (Mar 2025) PSC register changed Dec 2024 Company no. 04405679 · Companies House afm.org.uk
9	Bridgegate Wealth Management Bromborough, Wirral	Approach Score 69/100	We hold older figures than Companies House Director aged 60-64 · in post since 2003 2 individuals hold 50%+ · independent More about this firm 8 staff · turnover est. £482k Net assets £5k · newer accounts made up to Dec 2025 Company no. 04973672 · Companies House bridgegatewm.co.uk
10	E S Walton Liverpool A director sits on 4 or more companies	Approach Score 69/100	Director aged 60-64 · in post since 1998 Independent More about this firm 9 staff · turnover est. £459k Net assets £276k (Nov 2025) Company no. 01287566 · Companies House eswalton.co.uk
11	Mict Liverpool, Merseyside	Approach Score 66/100	We hold older figures than Companies House 2 directors aged 55-59 · longest in post since 2010 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £471k Net assets £237k · newer accounts made up to May 2025 Company no. 06799243 · Companies House mict-ltd.com
12	Parker Kelly Liverpool	Approach Score 65/100	Longest in post since 2020 Independent More about this firm 13 staff · turnover est. £517k Net assets £246k (Mar 2025) PSC register changed Dec 2024 Company no. 08087816 · Companies House parkerkelly.co.uk
13	Optasia Wealth Management Southport, Lancashire A director sits on 4 or more companies	Approach Score 64/100	1 director aged 70 or over, 1 aged 50-54 · longest in post since 2011 2 individuals hold 50%+ · independent More about this firm 10 staff · turnover est. £178k Net assets £107k (Mar 2025) Company no. 06895826 · Companies House optasia.co.uk
14	Sinclair Goldberg Price Birkenhead	Approach Score 63/100	We hold older figures than Companies House 2 directors aged 55-59 · longest in post since 2004 2 individuals hold 75%+ · independent More about this firm 7 staff · turnover est. £175k Net assets £10k (Feb 2022) · newer accounts made up to Feb 2026 PSC register changed May 2026 Company no. 03981560 · Companies House sgpdebt.com
15	Arete Capital Partners Liverpool, Merseyside A director sits on 4 or more companies	Approach Score 62/100	1 member aged 70 or over, 1 aged 60-64, 5 aged 55-59, 2 aged 50-54, 1 aged 45-49, 1 aged under 45 · longest in post since 2020 Independent More about this firm 9 staff · turnover est. £3.1m Net assets £3.1m (Mar 2025) Company no. OC432757 · Companies House aretecapitalpartners.com
16	M.A.G. Financial Services Liverpool, Merseyside	Approach Score 62/100	1 director aged 60-64, 1 aged under 45 · longest in post since 2006 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £439k No net assets figure held · accounts made up to Oct 2025 Company no. 05954749 · Companies House magfinancial.co.uk
17	Dow Schofield Watts Warrington A director sits on 4 or more companies	Approach Score 61/100	Longest in post since 2018 Corporate owner More about this firm 5 staff · turnover est. £789k Net assets £69k (Jun 2025) Company no. 11433655 · Companies House dswcapital.com/sitemap
18	Edwards Accountants Liverpool, Merseyside A director sits on 4 or more companies	Approach Score 60/100	Longest in post since 2009 Independent More about this firm 5 staff · turnover est. £106k Net assets £99k (Dec 2025) Company no. 06777882 · Companies House edwardsaccountants.co.uk
19	Tailored Financial Planning ST. Helens	Approach Score 59/100	1 director aged 65-69, 1 aged 55-59, 1 aged under 45 · longest in post since 2015 Independent More about this firm 7 staff · turnover est. £270k Net assets £173k (Mar 2025) Company no. 09707423 · Companies House tailoredfp.co.uk
20	Blue Strawberry Wirral, Merseyside	Approach Score 59/100	We hold older figures than Companies House 2 directors aged 55-59 · longest in post since 2006 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £73k Net assets -£61k · newer accounts made up to Dec 2025 Company no. 06024366 · Companies House bluestrawberryfinancialservices.co.uk
21	Dow Schofield Watts Warrington	Approach Score 58/100	1 director aged 55-59, 1 aged under 45 · longest in post since 2012 Corporate owner More about this firm 6 staff · turnover est. £150k Net assets £441k (Mar 2025) Director resigned Mar 2025 Company no. 07917143 · Companies House dswcapital.com
22	PWS Financial Consulting Prescot, Merseyside	Approach Score 58/100	We hold older figures than Companies House 1 director aged 70 or over, 2 aged 55-59, 1 aged 50-54 · longest in post since 1997 Corporate owner More about this firm 13 staff · turnover est. £1.5m Net assets £365k (Dec 2020) · newer accounts made up to Dec 2025 Company no. 00518502 · Companies House pwsfc.co.uk
23	Hart Enterprises Liverpool	Approach Score 57/100	In post since 2018 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £99k Net assets £79 (Feb 2026) Company no. 11228097 · Companies House hart-enterprises.com
24	Oakley Independent ST Helens, Merseyside	Approach Score 57/100	Director aged 60-64 · in post since 2006 Independent More about this firm 6 staff · turnover est. £209k No net assets figure held · accounts made up to Aug 2025 Company no. 05916706 · Companies House oakleyindependent.trustedadviser.info
25	Haines Watts Liverpool A director sits on 4 or more companies	Approach Score 56/100	1 director aged 60-64, 2 aged 45-49, 1 aged under 45 · longest in post since 2011 Corporate owner More about this firm 28 staff · turnover est. £1.8m Net assets £922k (Mar 2025) Director resigned Apr 2026 · charge satisfied Sep 2025 · PSC register changed Sep 2025 Company no. 07169050 · Companies House hwca.com

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

You're seeing the first 25. Buy all 42 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 42 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 Liverpool.

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

North West Manchester

Related sectors

Accountancy practices Insurance brokers

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 42 firms, with director names, ages and shareholders

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