Wealth managers and IFAs to acquire in the North East
Updated 9 November 2026
Looking to acquire a wealth manager or IFA in the North East? Firmbase ranks 77 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; 4 firms are owned by groups that have acquired several firms in this sector. Looking beyond the North East? Explore the full UK list of wealth managers and IFAs.
77
Firms
UK 3,337
23%
Every director 55+
UK 25%
26%
Held 75%+ by one person
UK 25%
14
Median years in business
UK 14
8
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 5% 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.
Towns with the most firms
- Newcastle upon Tyne 35 firms
- Middlesbrough 24 firms
The first 25 firms, in Approach Score order
| Rank | Firm | Approach Score | The facts behind the score |
|---|---|---|---|
| 1 | Wellway Accountants Morpeth, Northumberland | Approach Score 90/100 |
More about this firm
Company no. 04612777 · Companies House |
| 2 | Bede Wealth Management Wallsend, Tyne and Wear | Approach Score 86/100 |
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Company no. 06836079 · Companies House |
| 3 | Thrift Financial Gateshead, Co. Durham A director sits on 4 or more companies | Approach Score 84/100 |
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Company no. 09302567 · Companies House |
| 4 | The Original Mortgage Hartlepool | Approach Score 83/100 |
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Company no. 07395690 · Companies House |
| 5 | Rutherford Hughes Newcastle Upon Tyne | Approach Score 82/100 |
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Company no. 10431722 · Companies House |
| 6 | Sandmartin Financial Advisers Middlesbrough, Cleveland | Approach Score 80/100 |
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Company no. 11445275 · Companies House |
| 7 | Bruce & Legal & Financial Newcastle Upon Tyne | Approach Score 80/100 |
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Company no. 04202336 · Companies House |
| 8 | Rippon Financial Management Gateshead, Tyne and Wear | Approach Score 78/100 |
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Company no. 06646563 · Companies House |
| 9 | Integrated Financial Solutions for YOU Annitsford, Northumberland | Approach Score 77/100 |
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Company no. 08047455 · Companies House |
| 10 | B-Advised Newcastle Upon Tyne, Tyne and Wear | Approach Score 77/100 |
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Company no. 06752417 · Companies House |
| 11 | Sanders Swinbank Darlington, County Durham | Approach Score 77/100 |
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Company no. 04100623 · Companies House |
| 12 | Bede Financial Marske-by-the-SEA, Cleveland | Approach Score 77/100 |
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Company no. 05178998 · Companies House |
| 13 | PIA Financial Services Chester LE Street | Approach Score 75/100 |
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Company no. 06422721 · Companies House |
| 14 | Wellway Accountants Morpeth, Northumberland | Approach Score 72/100 |
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Company no. 03821645 · Companies House |
| 15 | Tulloch Wealth Management Barnard Castle, County Durham | Approach Score 71/100 |
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Company no. 12103997 · Companies House |
| 16 | Abacus Wealth Management Hebburn, Tyne and Wear | Approach Score 71/100 |
More about this firm
Company no. 06261779 · Companies House |
| 17 | Joslin Rhodes Stockton-on-Tees A director sits on 4 or more companies | Approach Score 71/100 |
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Company no. 06446109 · Companies House |
| 18 | Research Independent Darlington, County Durham | Approach Score 70/100 | We hold older figures than Companies House
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Company no. 02585129 · Companies House |
| 19 | Tarran & Co Darlington | Approach Score 70/100 |
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Company no. 08906539 · Companies House |
| 20 | Waltons Business Advisers Hartlepool | Approach Score 69/100 |
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Company no. 08931751 · Companies House |
| 21 | CFS Independent Financial Advisers Newcastle Upon Tyne | Approach Score 67/100 | We hold older figures than Companies House
More about this firm
Company no. 10893142 · Companies House |
| 22 | Carter Thompson Wealth Management Darlington, County Durham A director sits on 4 or more companies | Approach Score 67/100 |
More about this firm
Company no. 09040400 · Companies House |
| 23 | Financial Solutions (N.E.) South Shields, Tyne and Wear | Approach Score 65/100 |
More about this firm
Company no. 05217104 · Companies House |
| 24 | Greenarch Wealth Management Newcastle Upon Tyne, Tyne and Wear | Approach Score 65/100 |
More about this firm
Company no. 05555136 · Companies House |
| 25 | Halcyon Wealth Corbridge, Northumberland | Approach Score 63/100 |
More about this firm
Company no. 07906807 · Companies House |
52 more firms are in the list, in Approach Score order.
You're seeing the first 25. Buy all 77 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.
Buy the list of all 77 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 the North East.
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 77 firms, with director names, ages and shareholders
Each row comes with the facts behind its score, financials with dates and contact details.