Wealth managers and IFAs to acquire in Newcastle upon Tyne

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Newcastle upon Tyne? Firmbase ranks 35 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; 4 firms are owned by groups that have acquired several firms in this sector. Looking beyond Newcastle upon Tyne? Explore the full North East list of wealth managers and IFAs.

Firms

UK 3,337

24%

Every director 55+

UK 25%

20%

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

4 firms owned by 2 groups that have bought several firms in this sector. That is 11% of this list, against 1% across the UK. Groups that own firms on this list include Fairstone and 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	Bede Wealth Management Wallsend, Tyne and Wear	Approach Score 86/100	Director aged 60-64 · in post since 2009 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £292k Net assets £196k (Mar 2026) Company no. 06836079 · Companies House bedewealth.trustedadviser.info
2	Thrift Financial Gateshead, Co. Durham A director sits on 4 or more companies	Approach Score 84/100	Director aged 70 or over · in post since 2014 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £393k Net assets £105k (Mar 2025) Company no. 09302567 · Companies House thriftfinancial.com
3	Rutherford Hughes Newcastle Upon Tyne	Approach Score 82/100	Longest in post since 2016 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £421k Net assets £233k (Mar 2025) Company no. 10431722 · Companies House rutherfordhughes.com
4	Rippon Financial Management Gateshead, Tyne and Wear	Approach Score 78/100	Longest in post since 2008 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £406k Net assets £111k (Sep 2025) Company no. 06646563 · Companies House rfmltd.co.uk
5	B-Advised Newcastle Upon Tyne, Tyne and Wear	Approach Score 77/100	1 director aged 70 or over, 1 aged 50-54 · longest in post since 2008 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £248k Net assets £162k (Apr 2025) Company no. 06752417 · Companies House b-advised.co.uk
6	Abacus Wealth Management Hebburn, Tyne and Wear	Approach Score 71/100	1 director aged 65-69, 1 aged 60-64 · longest in post since 2007 Corporate owner More about this firm 6 staff · turnover est. £359k Net assets £22k (Mar 2026) PSC register changed Apr 2026 Company no. 06261779 · Companies House abacuswm.co.uk
7	Financial Solutions (N.E.) South Shields, Tyne and Wear	Approach Score 65/100	1 director aged 55-59, 1 aged under 45 · longest in post since 2004 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £86k Net assets £126k (Sep 2026) Director resigned Apr 2025 Company no. 05217104 · Companies House fsne.co.uk
8	ALC Hospitality Management Whitley BAY A director sits on 4 or more companies	Approach Score 61/100	Director aged 50-54 · in post since 2024 2 individuals hold 50%+ · independent More about this firm 13 staff · turnover est. £282k Net assets £13k (Jan 2026) Company no. 15975844 · Companies House alchospitalitymanagement.com
9	Transmit Start-UPS Gateshead	Approach Score 61/100	2 directors aged 55-59, 1 aged 45-49 · longest in post since 2013 Independent More about this firm 8 staff · turnover est. £470k Net assets £452k (Dec 2024) Company no. 08702257 · Companies House transmitstartups.co.uk
10	Clare Clarkson Wealth Management Newcastle Business Park, Newcastle Upon Tyne	Approach Score 61/100	In post since 2014 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £245k Net assets £164k (Mar 2025) Company no. 08898919 · Companies House clareclarkson.co.uk
11	Lyons Financial Management Houghton LE Spring	Approach Score 59/100	1 director aged 65-69, 1 aged 55-59, 1 aged under 45 · longest in post since 2023 Corporate owner More about this firm 11 staff · turnover est. £364k Net assets £49k (Sep 2025) PSC register changed Apr 2026 Company no. 14952569 · Companies House lyonsfinancialmanagement.co.uk
12	TTR Barnes Financial Services Tyne & Wear, Tyne and Wear A director sits on 4 or more companies	Approach Score 59/100	We hold older figures than Companies House 1 director aged 70 or over, 1 aged 60-64, 2 aged 55-59 · longest in post since 2010 Corporate owner More about this firm 12 staff · turnover est. £521k Net assets £94k · newer accounts made up to Mar 2025 Company no. 02048541 · Companies House key-wealth.com
13	Goodwins Credit Management South Shields, Tyne and Wear	Approach Score 57/100	Director aged 55-59 · in post since 2017 Independent More about this firm 8 staff · turnover £409k Net assets -£217k (Aug 2026) Company no. 10934394 · Companies House goodwinscreditmanagement.net
14	PEN-Gage Gateshead, Tyne and Wear	Approach Score 56/100	Director aged 45-49 · in post since 2018 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £234k Net assets £23k (May 2026) Company no. 11347363 · Companies House pengage.co.uk
15	Global Wealth Management Newcastle Upon Tyne	Approach Score 56/100	Longest in post since 2012 Corporate owner More about this firm 7 staff · turnover est. £296k Net assets £397k (Jul 2025) PSC register changed Mar 2026 Company no. 08140900 · Companies House chrisbuckland.co.uk
16	MG Financial Solutions Whitley BAY	Approach Score 56/100	1 director aged 45-49, 1 aged under 45 · longest in post since 2011 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £135k Net assets £275 (Feb 2025) Company no. 07827691 · Companies House mgfinancialsolutions.co.uk
17	Hibbert Wealth Management Whitley BAY, Tyne and Wear	Approach Score 55/100	In post since 2016 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £467k Net assets £38k (Sep 2024) Company no. 10385067 · Companies House
18	WPS Advisory Newcastle Upon Tyne, Tyne and Wear	Approach Score 54/100	2 directors aged 65-69, 2 aged 60-64, 1 aged 55-59 · longest in post since 2018 Corporate owner More about this firm 62 staff · turnover est. £3.5m Net assets £1.3m (Dec 2025) Company no. 08874015 · Companies House wpsadvisory.com
19	Cascade Cash Management Wallsend, Tyne and Wear A director sits on 4 or more companies	Approach Score 53/100	1 director aged 55-59, 3 aged 45-49, 1 aged under 45 · longest in post since 2014 2 individuals hold 50%+ · independent More about this firm 12 staff · turnover est. £660k Net assets -£542k (Sep 2025) Director resigned Apr 2025 Company no. 09212233 · Companies House cascade.co.uk
20	Front Street Advisors North Shields	Approach Score 53/100	1 director aged 55-59, 1 aged 50-54 · longest in post since 2018 Independent More about this firm 55 staff · turnover est. £615k Net assets £3k (Feb 2025) Company no. 11228036 · Companies House frontstreetltd.com
21	Watch US Grow Daycare Gateshead, Tyne & Wear	Approach Score 52/100	2 directors aged under 45 · longest in post since 2015 2 individuals hold 50%+ · independent More about this firm 7 staff · turnover est. £263k Net assets £110k (Jun 2025) Company no. 09661142 · Companies House
22	-Navigate Newcastle Upon Tyne	Approach Score 51/100	1 director aged 50-54, 1 aged 45-49, 1 aged under 45 · longest in post since 2014 Independent More about this firm 8 staff · turnover est. £277k Net assets £132k (Dec 2025) Company no. 09362615 · Companies House co-navigate.co.uk
23	Kinetic Private Investments Newcastle Upon Tyne A director sits on 4 or more companies	Approach Score 49/100	1 director aged 55-59, 1 aged 45-49, 1 aged under 45 · longest in post since 2019 2 individuals hold 50%+ · independent More about this firm 11 staff · turnover est. £891k Net assets £1.2m (May 2026) Director resigned Aug 2025 Company no. 12001160 · Companies House kpi.co.uk
24	Platinum Financials Limited Newcastle Upon Tyne A director sits on 4 or more companies	Approach Score 48/100	1 director aged 45-49, 1 aged under 45 · longest in post since 2018 2 individuals hold 75%+ · independent More about this firm 13 staff · turnover est. £495k Net assets £292k (Apr 2026) Company no. 11298789 · Companies House platinumfinancialsltd.com
25	Excel Accounts FS Gateshead A director sits on 4 or more companies	Approach Score 46/100	Director aged under 45 · in post since 2023 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £18k Net assets £11k (Jan 2026) Company no. 14612053 · Companies House excelaccountsfs.co.uk

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

You're seeing the first 25. Buy all 35 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 35 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 Newcastle upon Tyne.

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 Middlesbrough

Related sectors

Accountancy practices Insurance brokers

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 35 firms, with director names, ages and shareholders

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