Wealth managers and IFAs to acquire in Manchester

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Manchester? Firmbase ranks 124 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 14 years. Looking beyond Manchester? Explore the full North West list of wealth managers and IFAs.

124

Firms

UK 3,337

24%

Every director 55+

UK 25%

22%

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

The first 25 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	Rosebridge Bury A director sits on 4 or more companies	Approach Score 83/100	Longest in post since 2008 2 individuals hold 75%+ · independent More about this firm 11 staff · turnover est. £405k Net assets £124k (Mar 2026) Company no. OC340013 · Companies House rosebridgeltd.com
2	Blackstone Financial Management Cheadle	Approach Score 81/100	Director aged 55-59 · in post since 2014 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £883k Net assets £461k (Mar 2025) Company no. 09071142 · Companies House blackstonefm.com
3	Vale Insurance Cheshire	Approach Score 81/100	Director aged 65-69 · in post since 1993 2 individuals hold 50%+ · independent More about this firm 19 staff · turnover est. £2.4m Net assets £2.6m (Jan 2026) Company no. 02557904 · Companies House vale.uk.com
4	Holcombe Financial Services Bury	Approach Score 80/100	1 director aged 70 or over, 1 aged 55-59 · longest in post since 2012 2 individuals hold 75%+ · independent More about this firm 6 staff · turnover est. £412k Net assets £138k (Mar 2026) Company no. 08008671 · Companies House holcombefinancialservices.co.uk
5	Wealthcare Bury, Lancashire A director sits on 4 or more companies	Approach Score 80/100	1 director aged 60-64, 1 aged 55-59 · longest in post since 2003 2 individuals hold 50%+ · independent More about this firm 14 staff · turnover est. £352k Net assets £112k (Dec 2025) PSC register changed Dec 2025 Company no. 04248489 · Companies House wealthcare.co.uk
6	B Compliant Manchester	Approach Score 78/100	1 director aged 60-64, 1 aged 50-54 · longest in post since 2017 2 individuals hold 75%+ · independent More about this firm 6 staff · turnover est. £383k Net assets £39k (Mar 2025) Company no. 10913606 · Companies House b-compliant.co.uk
7	Prestfield Wealth Management Swinton, Greater Manchester	Approach Score 77/100	1 director aged 65-69, 1 aged 50-54, 1 aged under 45 · longest in post since 2019 2 individuals hold 75%+ · independent More about this firm 6 staff · turnover est. £526k Net assets £40k (Mar 2025) Company no. 11952560 · Companies House prestfieldwm.co.uk
8	Premier Financial Planning (cheadle) Cheadle, Cheshire	Approach Score 77/100	Director aged 65-69 · in post since 2008 2 individuals hold 75%+ · independent More about this firm 5 staff · turnover est. £114k Net assets £3k (Sep 2025) Company no. 06542655 · Companies House premiercheadle.com
9	ProSport Bury A director sits on 4 or more companies	Approach Score 76/100	2 directors aged 55-59 · longest in post since 2014 2 individuals hold 50%+ · independent More about this firm 15 staff · turnover est. £748k Net assets £658k (Mar 2026) Company no. 08973379 · Companies House prosportwealth.co.uk
10	DWJ Wealth Management Ltd Manchester, Lancashire A director sits on 4 or more companies	Approach Score 75/100	Director aged 70 or over · in post since 2005 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £201k Net assets £93k (Nov 2025) Company no. 05623154 · Companies House dwjwealth.co.uk
11	Moscrops Financial Planning (bury) Bury, Lancashire	Approach Score 75/100	1 member aged 70 or over, 1 aged 65-69, 1 aged 55-59 · longest in post since 2010 Independent More about this firm 11 staff · turnover est. £382k Net assets £82k (Dec 2025) Company no. OC360289 · Companies House moscropsfp.co.uk
12	Burnett Financial Planning Sale, Cheshire	Approach Score 74/100	In post since 2016 2 individuals hold 75%+ · independent More about this firm 5 staff · turnover est. £183k Net assets £40k (Nov 2025) Company no. 10471222 · Companies House burnettfp.co.uk
13	Carpenter Rees Manchester	Approach Score 74/100	Longest in post since 1996 Corporate owner More about this firm 10 staff · turnover est. £421k Net assets £99k (Aug 2025) Company no. 03260330 · Companies House carpenter-rees.co.uk
14	DMC Recovery Stockport, Cheshire	Approach Score 73/100	Director aged 55-59 · in post since 2010 2 individuals hold 75%+ · independent More about this firm 7 staff · turnover est. £336k Net assets £54k (Sep 2025) Company no. 07352694 · Companies House dmcrecovery.co.uk
15	Allen Mills Howard & Co Altrincham, Cheshire	Approach Score 71/100	In post since 2002 Corporate owner More about this firm 7 staff · turnover est. £450k Net assets £395k (Sep 2025) Company no. 04487142 · Companies House amhaccounts.com
16	Nationwide Consulting Cheadle, Greater Manchester A director sits on 4 or more companies	Approach Score 71/100	Director aged 55-59 · in post since 2021 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £142k Net assets £25k (Oct 2025) Company no. 13701167 · Companies House nationwideconsulting.org
17	True Chartered Financial Planners Bury, Lancashire	Approach Score 71/100	1 director aged 60-64, 1 aged 50-54 · longest in post since 2008 2 individuals hold 75%+ · independent More about this firm 6 staff · turnover est. £516k Net assets £101k (Nov 2025) Company no. 05998745 · Companies House truechartered.co.uk
18	Versa Wigan, Lancs A director sits on 4 or more companies	Approach Score 70/100	1 director aged 60-64, 1 aged 55-59 · longest in post since 2009 Corporate owner More about this firm 9 staff · turnover est. £1.9m Net assets £255k (Mar 2026) Company no. 06853222 · Companies House versalimited.com
19	Thomas Whiting Bolton	Approach Score 70/100	Longest in post since 2003 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £191k Net assets £123k (Jun 2025) Company no. 04807040 · Companies House
20	Proacc Associates Manchester A director sits on 4 or more companies	Approach Score 69/100	Director aged 50-54 · in post since 2012 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £261k Net assets £47k (Apr 2025) Company no. 08017531 · Companies House proaccassociates.co.uk
21	Suttons Independent Financial Advisers Sale, Cheshire A director sits on 4 or more companies	Approach Score 69/100	We hold older figures than Companies House Longest in post since 2006 1 individual holds 75%+ · independent More about this firm 16 staff · turnover est. £1m Net assets £679k · newer accounts made up to Jun 2025 PSC register changed Nov 2025 Company no. 05837639 · Companies House suttonsifa.co.uk
22	Implicit Advisory Hyde, Cheshire	Approach Score 69/100	Longest in post since 2014 2 individuals hold 75%+ · independent More about this firm 5 staff · turnover est. £257k Net assets £66k (Mar 2025) Company no. 08850958 · Companies House theimplicit.co.uk
23	NOW Financial Planning Altrincham A director sits on 4 or more companies	Approach Score 69/100	1 director aged 65-69, 1 aged 55-59, 2 aged 45-49 · longest in post since 2022 2 individuals hold 50%+ · independent More about this firm 15 staff · turnover est. £405k Net assets £2.8m (Dec 2025) Company no. 13856959 · Companies House nowfinancial.co.uk
24	Mortgage Connections Ashton-Under-Lyne, Lancashire	Approach Score 69/100	Director aged 55-59 · in post since 2004 2 individuals hold 50%+ · held via a trust or firm · independent More about this firm 5 staff · turnover est. £156k Net assets £694 (Jan 2026) Company no. 05030703 · Companies House mortgageconnections.co.uk
25	Sterling Financial Advice Lowton	Approach Score 69/100	Director aged 55-59 · in post since 2022 2 individuals hold 75%+ · independent More about this firm 10 staff · turnover est. £350k Net assets £481k (Jul 2025) Company no. 14105344 · Companies House sterlingadvice.co.uk

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

You're seeing the first 25. Buy all 124 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 124 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 Manchester.

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 Liverpool

Related sectors

Accountancy practices Insurance brokers

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 124 firms, with director names, ages and shareholders

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