Wealth managers and IFAs to acquire in Middlesbrough

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Middlesbrough? Firmbase ranks 24 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 9 staff and has been in business for 17 years. Looking beyond Middlesbrough? Explore the full North East list of wealth managers and IFAs.

Firms

UK 3,337

19%

Every director 55+

UK 25%

38%

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

All 24 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	The Original Mortgage Hartlepool	Approach Score 83/100	1 director aged 65-69, 1 aged 55-59 · longest in post since 2010 1 individual holds 75%+ · independent More about this firm 9 staff · turnover est. £747k Net assets £646k (Dec 2025) Company no. 07395690 · Companies House mortgage123.co.uk
2	Sandmartin Financial Advisers Middlesbrough, Cleveland	Approach Score 80/100	1 director aged 65-69, 1 aged 60-64 · longest in post since 2018 2 individuals hold 50%+ · independent More about this firm 8 staff · turnover est. £254k Net assets £21k (Mar 2025) Company no. 11445275 · Companies House sandmartinfinancial.co.uk
3	Sanders Swinbank Darlington, County Durham	Approach Score 77/100	In post since 2000 2 individuals hold 75%+ · independent More about this firm 8 staff · turnover est. £279k Net assets £145k (Mar 2025) Company no. 04100623 · Companies House sandersswinbank.co.uk
4	Bede Financial Marske-by-the-SEA, Cleveland	Approach Score 77/100	2 directors aged 65-69 · longest in post since 2004 Independent More about this firm 7 staff · turnover est. £164k Net assets £175k (Jul 2025) Company no. 05178998 · Companies House bede-group.co.uk
5	Joslin Rhodes Stockton-on-Tees A director sits on 4 or more companies	Approach Score 71/100	Director aged 50-54 · in post since 2007 1 individual holds 75%+ · independent More about this firm 30 staff · turnover est. £1.7m Net assets £1.3m (Dec 2025) Company no. 06446109 · Companies House joslinrhodes.co.uk
6	Research Independent Darlington, County Durham	Approach Score 70/100	We hold older figures than Companies House 1 director aged 65-69, 1 aged 55-59 · longest in post since 1998 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £318k Net assets £254k · newer accounts made up to Oct 2025 Company no. 02585129 · Companies House researchindependent.co.uk
7	Tarran & Co Darlington	Approach Score 70/100	In post since 2014 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £220k Net assets £128k (Mar 2025) Company no. 08906539 · Companies House tarranandco.co.uk
8	Waltons Business Advisers Hartlepool	Approach Score 69/100	1 director aged 65-69, 1 aged 60-64, 2 aged 50-54 · longest in post since 2014 2 individuals hold 50%+ · independent More about this firm 37 staff · turnover est. £654k Net assets £51k (Mar 2025) Company no. 08931751 · Companies House waltonsba.co.uk
9	Carter Thompson Wealth Management Darlington, County Durham A director sits on 4 or more companies	Approach Score 67/100	Longest in post since 2014 Corporate owner More about this firm 14 staff · turnover est. £841k Net assets £506k (Jul 2025) Charge satisfied Jan 2025 Company no. 09040400 · Companies House ctwealth.co.uk
10	PSG Wealth Management Stockton-on-Tees	Approach Score 61/100	2 directors aged 45-49 · longest in post since 2018 2 individuals hold 50%+ · independent More about this firm 9 staff · turnover est. £416k Net assets £74k (Mar 2026) Charge satisfied Apr 2026 Company no. 11381685 · Companies House psgwealth.co.uk
11	Gledhills Independent Mortgage Specialists Stockton-on-Tees	Approach Score 60/100	2 directors aged under 45 · longest in post since 2011 2 individuals hold 75%+ · independent More about this firm 13 staff · turnover est. £381k Net assets £8k (Mar 2025) Company no. 07549908 · Companies House gledhills.mortgage
12	Planhappy Stockton-on-Tees A director sits on 4 or more companies	Approach Score 59/100	Director aged 50-54 · in post since 2017 1 individual holds 75%+ · independent More about this firm 12 staff · turnover est. £486k Net assets £225k (Dec 2025) Company no. 10676266 · Companies House planhappy.co.uk
13	M G Shaw Stockton on Tees, Cleveland	Approach Score 59/100	We hold older figures than Companies House Director aged 50-54 · in post since 2002 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £739k Net assets £835k · newer accounts made up to Nov 2025 Company no. 04464520 · Companies House mgshaw.co.uk
14	DML Financial Planning Darlington, Co. Durham	Approach Score 59/100	Director aged 50-54 · in post since 2010 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £200k Net assets £83k (Jan 2026) Company no. 07382827 · Companies House dmlfp.com
15	PlanHappy Stockton-on-Tees A director sits on 4 or more companies	Approach Score 58/100	1 director aged 50-54, 1 aged under 45 · longest in post since 2015 1 individual holds 75%+ · independent More about this firm 5 staff · turnover £1m Net assets £605k (Dec 2025) Company no. 09511883 · Companies House planhappy.co.uk
16	Robson Scott Associates County Durham A director sits on 4 or more companies	Approach Score 56/100	We hold older figures than Companies House 1 director aged 50-54, 1 aged under 45 · longest in post since 2005 1 individual holds 75%+ · independent More about this firm 12 staff · turnover est. £1.2m Net assets £278k (Jul 2021) · newer accounts made up to Jul 2025 Company no. 05331812 · Companies House robsonscottassociates.co.uk
17	Solutions Wealth Management Stockton on Tees, Cleveland	Approach Score 54/100	We hold older figures than Companies House 1 director aged 50-54, 1 aged 45-49 · longest in post since 2009 2 individuals hold 75%+ · independent More about this firm 5 staff · turnover est. £486k Net assets £292k · newer accounts made up to Nov 2025 Company no. 06678128 · Companies House solutionswealth.co.uk
18	Pure Financial Advisors Wynyard A director sits on 4 or more companies	Approach Score 54/100	1 director aged 60-64, 1 aged 50-54 · longest in post since 2017 Corporate owner More about this firm 10 staff · turnover est. £350k Net assets £263k (Mar 2026) Company no. 10648312 · Companies House purefinancial.com
19	Active Mortgage Services Guisborough, Cleveland	Approach Score 53/100	Director aged 50-54 · in post since 2005 Independent More about this firm 6 staff · turnover est. £368k Net assets £35k (Mar 2025) Company no. 04600469 · Companies House activemortgageservices.co.uk
20	Mawer Investment Management Darlington, County Durham	Approach Score 53/100	We hold older figures than Companies House 1 director aged 60-64, 1 aged 50-54 · longest in post since 2011 Corporate owner More about this firm 10 staff · turnover est. £566k Net assets £94k · newer accounts made up to Mar 2025 Charge satisfied Nov 2026 Company no. 01544758 · Companies House mawer.com
21	Halcyon Financial Solutions Middlesbrough, Cleveland	Approach Score 49/100	Director aged 50-54 · in post since 2007 Independent More about this firm 5 staff · turnover est. £244k Net assets £134k (Mar 2026) Company no. 06104451 · Companies House halcyonfinancial.co.uk
22	Atom Financial Stockton-on-Tees	Approach Score 48/100	1 director aged 45-49, 1 aged under 45 · longest in post since 2021 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £315k Net assets £335 (Jun 2025) Company no. 13460585 · Companies House atomfinancial.co.uk
23	Active Financial Planners Stockton-on-Tees	Approach Score 45/100	We hold older figures than Companies House 1 director aged 50-54, 2 aged 45-49 · longest in post since 2007 Corporate owner More about this firm 21 staff · turnover est. £1.3m Net assets £864k · newer accounts made up to Mar 2026 Director resigned Apr 2025 · PSC register changed Apr 2025 Company no. 04039863 · Companies House activefinancialplanners.co.uk
24	Mercury Wealth Management Stockton-on-Tees A director sits on 4 or more companies	Approach Score 29/100	We hold older figures than Companies House Director aged under 45 · in post since 2016 Corporate owner More about this firm 11 staff · turnover est. £714k Net assets £814k · newer accounts made up to Mar 2026 Company no. 04981483 · Companies House mercurywealth.co.uk

Buy the list of all 24 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 Middlesbrough.

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 East Newcastle upon Tyne

Related sectors

Accountancy practices

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 24 firms, with director names, ages and shareholders

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