Wealth managers and IFAs to acquire in Northern Ireland

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Northern Ireland? Firmbase ranks 69 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 7 staff and has been in business for 14 years; 1 firm is owned by a group that has acquired several firms in this sector. Looking beyond Northern Ireland? Explore the full UK list of wealth managers and IFAs.

Firms

UK 3,326

18%

Every director 55+

UK 26%

23%

Held 75%+ by one person

UK 24%

Median years in business

UK 14

Median headcount

UK 8

£250k to £500k

Median turnover band

UK £250k to £500k · includes our estimates

1 firm owned by 1 group that has bought several firms in this sector. That is 1% of this list, against 1% across the UK. The group is Fairstone. 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	Medical & General Financial Solutions CO. Antrim	Approach Score 87/100	Director aged 60-64 · in post since 2003 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £777k Net assets £961k (Dec 2025) Company no. NI046082 · Companies House medicalandgeneral.com
2	Alfred Daisy Belfast, Antrim	Approach Score 77/100	Longest in post since 2010 2 individuals hold 50%+ · independent More about this firm 21 staff · turnover est. £1.9m Net assets £1.5m (Mar 2026) Company no. NI605463 · Companies House miskimmintaylor.com
3	IQ Holywood A director sits on 4 or more companies	Approach Score 74/100	2 directors aged 55-59 · longest in post since 2017 2 individuals hold 50%+ · independent More about this firm 8 staff · turnover est. £811k Net assets £106k (Jun 2025) Company no. NI645266 · Companies House iqandco.com
4	Ken Regan Financial Services Ltd Carrickfergus A director sits on 4 or more companies	Approach Score 73/100	Longest in post since 2009 Corporate owner More about this firm 10 staff · turnover est. £339k Net assets £409k (May 2025) Company no. NI072319 · Companies House reganfinance.ie
5	Independent Mortgage & Investment Advisors Bangor, County Down	Approach Score 73/100	Director aged 60-64 · in post since 2005 2 individuals hold 50%+ · independent More about this firm 7 staff · turnover est. £221k Net assets £168k (Mar 2025) PSC register changed Apr 2026 Company no. NI054893 · Companies House imia.co.uk
6	E M Gray Belfast, Antrim	Approach Score 72/100	In post since 2010 Held via a trust or firm · independent More about this firm 10 staff · turnover est. £565k Net assets £373k (Nov 2024) Company no. NI605236 · Companies House emgray.uk.com
7	Jigsaw Financial Associates Armagh	Approach Score 72/100	1 director aged 70 or over, 1 aged 45-49 · longest in post since 2009 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £75k Net assets £7k (Mar 2026) Company no. NI601524 · Companies House jigsawfinancial.com
8	AMG Financial Planning Ballymoney A director sits on 4 or more companies	Approach Score 71/100	Director aged 65-69 · in post since 2009 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £590k Net assets £408k (Dec 2025) Company no. NI073138 · Companies House amgproperty.com/financial-planning
9	Knightsbridge Wealth Management (NI) Belfast	Approach Score 71/100	We hold older figures than Companies House 1 director aged 65-69, 1 aged 50-54, 1 aged 45-49 · longest in post since 2008 1 individual holds 75%+ · held via a trust or firm · independent More about this firm 8 staff · turnover est. £474k Net assets £589k (Jun 2021) · newer accounts made up to Jun 2025 Company no. NI068965 · Companies House knightsbridgewm.com
10	SMG Financial Services Derry, County Derry	Approach Score 68/100	Director aged 50-54 · in post since 2013 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £138k Net assets £4k (Apr 2025) Director resigned Jun 2025 Company no. NI617826 · Companies House smgfs.com
11	RLC Financial Services Lisburn	Approach Score 67/100	1 director aged 50-54, 1 aged 45-49 · longest in post since 2006 2 individuals hold 50%+ · held via a trust or firm · independent More about this firm 7 staff · turnover est. £368k Net assets £380k (Oct 2025) Company no. NI060084 · Companies House rlcfinancial.com
12	Lumen Financial Planning Lurgan	Approach Score 67/100	We hold older figures than Companies House Director aged 55-59 · in post since 2008 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £214k Net assets £67k (Jun 2023) · newer accounts made up to Jun 2026 Company no. NI069030 · Companies House lumenfinancialplanning.com
13	Mortgage Angels Limited Dungannon, Tyrone	Approach Score 66/100	Director aged 50-54 · in post since 2010 2 individuals hold 50%+ · independent More about this firm 8 staff · turnover est. £945k Net assets £937k (Jan 2025) Company no. NI601751 · Companies House mortgageangelsni.com/home
14	Priory Financial Planning County Down	Approach Score 65/100	We hold older figures than Companies House Director aged 60-64 · in post since 2003 Independent More about this firm 6 staff · turnover est. £126k Net assets £47k (May 2020) · newer accounts made up to May 2025 Director resigned Dec 2025 · PSC register changed Jan 2026 Company no. NI045883 · Companies House prioryfinancial.com
15	CRN Financial Group Belfast, Down	Approach Score 65/100	2 directors aged 60-64 · longest in post since 2004 2 individuals hold 50%+ · independent More about this firm 11 staff · turnover est. £597k Net assets £118k (Dec 2024) Company no. NI018912 · Companies House crnfinancialgroup.com
16	Promethean Financial Belfast	Approach Score 65/100	1 director aged 55-59, 1 aged 45-49 · longest in post since 2017 2 individuals hold 50%+ · independent More about this firm 10 staff · turnover est. £251k Net assets £309k (Sep 2025) Company no. NI645160 · Companies House prometheanfinancial.co.uk
17	Akfp Lisburn, CO. Antrim A director sits on 4 or more companies	Approach Score 65/100	1 director aged 55-59, 1 aged 50-54 · longest in post since 1995 Held via a trust or firm · independent More about this firm 5 staff · turnover est. £317k Net assets £152k (Jul 2025) Company no. NI029631 · Companies House akfp.net
18	Compass Belfast, County Antrim	Approach Score 64/100	1 director aged 65-69, 1 aged 60-64, 1 aged under 45 · longest in post since 2002 Independent More about this firm 5 staff · turnover est. £218k Net assets £39k (Apr 2025) Director resigned Jul 2026 · PSC register changed Jul 2026 Company no. NI044739 · Companies House compassfa.co.uk
19	Navigate IFA Belfast	Approach Score 64/100	We hold older figures than Companies House 1 member aged 60-64, 1 aged 50-54 · longest in post since 2014 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £279k Net assets £151k (Sep 2020) · newer accounts made up to Mar 2026 Company no. NC001204 · Companies House navigateifa.com
20	Arkinson Mortgage & Investment Solutions Omagh, Co.Tyrone	Approach Score 63/100	We hold older figures than Companies House Longest in post since 2013 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £246k Net assets £6k (Mar 2021) · newer accounts made up to Mar 2025 Company no. NI617395 · Companies House arkinson-ifa.tppowered.com
21	Dowling Financial Planning (DFP) Belfast	Approach Score 62/100	Longest in post since 2012 Independent More about this firm 10 staff · turnover est. £1.9m Net assets £1.6m (Apr 2025) Company no. NI614775 · Companies House dowlingfinancial.co.uk
22	Welby Associates Lisburn, County Antrim	Approach Score 62/100	Longest in post since 2015 2 individuals hold 50%+ · independent More about this firm 10 staff · turnover est. £447k Net assets £123k (Apr 2025) PSC register changed Oct 2026 Company no. NI630504 · Companies House welbyassociates.co.uk
23	SRG Financial Management Galgorm, Ballymena	Approach Score 62/100	1 director aged 70 or over, 1 aged 45-49, 1 aged under 45 · longest in post since 2004 Independent More about this firm 7 staff · turnover est. £255k Net assets £220k (Jan 2026) Company no. NI049448 · Companies House srgfinancial.com
24	Platinum Group Belfast	Approach Score 61/100	Director aged 45-49 · in post since 2012 1 individual holds 75%+ · independent More about this firm 18 staff · turnover est. £604k Net assets £322k (Mar 2025) Company no. NI613564 · Companies House platinumgroup.co.uk
25	Mortgage Advice Shop (NI) Belfast A director sits on 4 or more companies	Approach Score 61/100	We hold older figures than Companies House Director aged 60-64 · in post since 2023 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £199k Net assets £101k (Mar 2022) · newer accounts made up to Mar 2025 Company no. NI054231 · Companies House

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

You're seeing the first 25. Buy all 69 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 69 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 Northern Ireland.

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

UK East Midlands East of England London North East North West Scotland South East South West Wales West Midlands Yorkshire and The Humber

Related sectors

Accountancy practices Insurance brokers

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 69 firms, with director names, ages and shareholders

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