Wealth managers and IFAs to acquire in London
Updated 9 November 2026
Looking to acquire a wealth manager or IFA in London? Firmbase ranks 810 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; 11 firms are owned by groups that have acquired several firms in this sector. Looking beyond London? Explore the full UK list of wealth managers and IFAs.
810
Firms
UK 3,337
20%
Every director 55+
UK 25%
27%
Held 75%+ by one person
UK 25%
12
Median years in business
UK 14
8
Median headcount
UK 8
£500k to £1m
Median turnover band
UK £250k to £500k · includes our estimates
11 firms owned by 3 groups that have bought several firms in this sector. That is 1% of this list, against 1% across the UK. Groups that own firms on this list include Titan Wealth. 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 | Buchler Phillips London A director sits on 4 or more companies | Approach Score 88/100 |
More about this firm
Company no. 08815499 · Companies House |
| 2 | Asset Finance Limited London | Approach Score 88/100 |
More about this firm
Company no. 06980556 · Companies House |
| 3 | Globe IFA Twickenham, Middlesex | Approach Score 88/100 |
More about this firm
Company no. 03503096 · Companies House |
| 4 | Hamish Leng London | Approach Score 87/100 |
More about this firm
Company no. 05960871 · Companies House |
| 5 | Calver Groom Financial Management Surrey | Approach Score 87/100 |
More about this firm
Company no. 05876107 · Companies House |
| 6 | Europa Partners London A director sits on 4 or more companies | Approach Score 87/100 |
More about this firm
Company no. 08661088 · Companies House |
| 7 | Burlington Wealth Management London A director sits on 4 or more companies | Approach Score 86/100 |
More about this firm
Company no. 06422854 · Companies House |
| 8 | Ciesco London | Approach Score 86/100 |
More about this firm
Company no. 07243195 · Companies House |
| 9 | Grove Pension Solutions Orpington, Kent A director sits on 4 or more companies | Approach Score 85/100 |
More about this firm
Company no. 06045836 · Companies House |
| 10 | Waymark Financial London A director sits on 4 or more companies | Approach Score 85/100 |
More about this firm
Company no. 07700260 · Companies House |
| 11 | Steen Associates Croydon, Surrey | Approach Score 84/100 |
More about this firm
Company no. 05604360 · Companies House |
| 12 | NEW Century Media London | Approach Score 84/100 |
More about this firm
Company no. 03657959 · Companies House |
| 13 | Topstone London A director sits on 4 or more companies | Approach Score 84/100 |
More about this firm
Company no. 10190513 · Companies House |
| 14 | MB Associates Cheam, Surrey | Approach Score 84/100 |
More about this firm
Company no. 08857932 · Companies House |
| 15 | Pensions UK London | Approach Score 84/100 |
More about this firm
Company no. 06086917 · Companies House |
| 16 | Messels London | Approach Score 82/100 |
More about this firm
Company no. 05186821 · Companies House |
| 17 | FRY Family Office London | Approach Score 82/100 |
More about this firm
Company no. 08741581 · Companies House |
| 18 | Advicorp Public Harrow | Approach Score 82/100 |
More about this firm
Company no. 03419717 · Companies House |
| 19 | Archers Financial Services Enfield, Middlesex | Approach Score 82/100 |
More about this firm
Company no. 08995362 · Companies House |
| 20 | Silver Stone London | Approach Score 81/100 |
More about this firm
Company no. 13874562 · Companies House |
| 21 | Starkey Financial Planning London | Approach Score 81/100 |
More about this firm
Company no. 05485625 · Companies House |
| 22 | Slater Investments London A director sits on 4 or more companies | Approach Score 81/100 |
More about this firm
Company no. 02716513 · Companies House |
| 23 | Holland & Faraday Associates London | Approach Score 81/100 |
More about this firm
Company no. 09428738 · Companies House |
| 24 | Asteros Advisers London | Approach Score 81/100 |
More about this firm
Company no. 11914766 · Companies House |
| 25 | Ramsay Brown Financial Services London | Approach Score 80/100 |
More about this firm
Company no. 02517602 · Companies House |
785 more firms are in the list, in Approach Score order.
You're seeing the first 25. Buy all 810 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.
Buy the list of all 810 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 London.
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 810 firms, with director names, ages and shareholders
Each row comes with the facts behind its score, financials with dates and contact details.