Wealth managers and IFAs to acquire in Nottingham

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Nottingham? Firmbase ranks 36 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 Nottingham? Explore the full East Midlands list of wealth managers and IFAs.

Firms

UK 3,337

18%

Every director 55+

UK 25%

28%

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

1 firm owned by 1 group that has bought several firms in this sector. That is 3% of this list, against 1% across the UK.

The first 25 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	Red IFA Nottingham, Nottinghamshire	Approach Score 84/100	Director aged 55-59 · in post since 2016 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £392k Net assets £101k (Aug 2025) Director resigned Dec 2024 · PSC register changed Dec 2024 Company no. 10349806 · Companies House redifa.co.uk
2	Sterling Financial Services Nottingham	Approach Score 78/100	1 director aged 60-64, 1 aged 50-54 · longest in post since 2000 2 individuals hold 50%+ · independent More about this firm 13 staff · turnover est. £768k Net assets £499k (Mar 2025) Company no. 04047196 · Companies House sterlingfs.co.uk/home-sfs
3	TEN Wealth Management Nottingham, Nottinghamshire	Approach Score 77/100	We hold older figures than Companies House Director aged 55-59 · in post since 2009 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £694k Net assets £223k · newer accounts made up to Nov 2025 Director resigned Feb 2025 · PSC register changed Feb 2025 Company no. 07084744 · Companies House tenwealth.co.uk
4	Breeze Corporate Finance Nottingham	Approach Score 76/100	1 director aged 70 or over, 1 aged 60-64, 1 aged 55-59, 1 aged 45-49 · longest in post since 2018 2 individuals hold 75%+ · independent More about this firm 16 staff · turnover est. £434k Net assets £910k (Dec 2025) Company no. 11484543 · Companies House breezecf.co.uk
5	Campbell Cain Wealth Management West Bridgford, Nottinghamshire	Approach Score 71/100	Longest in post since 2011 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £343k Net assets £491k (Mar 2025) Company no. 07514632 · Companies House campbellcainwm.co.uk
6	Balance: Wealth Planning Nottingham, Nottinghamshire	Approach Score 70/100	1 director aged 50-54, 3 aged 45-49 · longest in post since 2013 1 individual holds 75%+ · independent More about this firm 23 staff · turnover est. £792k Net assets £329k (Jun 2025) Director resigned Jan 2026 Company no. 08552799 · Companies House balancewealth.uk
7	Provantage Corporate Finance Nottingham	Approach Score 70/100	1 director aged 65-69, 2 aged 50-54 · longest in post since 2018 Held via a trust or firm · independent More about this firm 10 staff · turnover est. £1.6m Net assets £1.7m (Jun 2025) Company no. 11273938 · Companies House provantagecf.com
8	Community Care Systems Ilkeston, Derbyshire A director sits on 4 or more companies	Approach Score 69/100	We hold older figures than Companies House Director aged 70 or over · in post since 2003 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £339k Net assets -£47k (Nov 2020) · newer accounts made up to May 2025 Company no. 04981640 · Companies House
9	Kaizen Consulting Nottingham, Nottinghamshire	Approach Score 69/100	Director aged 55-59 · in post since 2018 Independent More about this firm 20 staff · turnover est. £3.9m Net assets £1.6m (Dec 2025) Company no. 11252715 · Companies House kaizenconsultinguk.co.uk
10	Blowfish Financial Services Nottingham, Nottinghamshire	Approach Score 68/100	We hold older figures than Companies House 1 director aged 65-69, 1 aged 60-64 · longest in post since 2002 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £351k Net assets £203k (Jun 2023) · newer accounts made up to Jun 2025 Company no. 04303224 · Companies House blowfish-fs.co.uk
11	Park View Financial Services Nottingham, Notts	Approach Score 66/100	2 directors aged 50-54 · longest in post since 2009 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £452k Net assets £367k (Mar 2026) Company no. 06922060 · Companies House parkviewfs.com
12	BCIA Recovery and Turnaround Derby, Derbyshire A director sits on 4 or more companies	Approach Score 65/100	Director aged 50-54 · in post since 2014 2 individuals hold 75%+ · independent More about this firm 6 staff · turnover est. £829k Net assets £611k (Mar 2025) Company no. 09185793 · Companies House recoveryandturnaround.co.uk
13	Wilsons Nottinghamshire A director sits on 4 or more companies	Approach Score 65/100	1 director aged 70 or over, 2 aged 45-49 · longest in post since 2004 1 individual holds 75%+ · corporate owner More about this firm 10 staff · turnover £1.2m No net assets figure held · accounts made up to Mar 2025 Company no. 00707710 · Companies House wearewilsons.com
14	Hampshire Hill Sutton-in-Ashfield	Approach Score 63/100	Longest in post since 2001 Corporate owner More about this firm 11 staff · turnover est. £555k Net assets £157k (Mar 2024) Charge satisfied Feb 2025 · PSC register changed Dec 2025 Company no. 04210933 · Companies House hampshirehill.co.uk
15	Concept Financial Solutions Eastwood, Nottinghamshire	Approach Score 63/100	We hold older figures than Companies House 1 director aged 65-69, 1 aged 55-59, 1 aged 50-54 · longest in post since 2010 Independent More about this firm 8 staff · turnover est. £982k Net assets £46k · newer accounts made up to May 2026 Company no. 07198377 · Companies House conceptfinancialsolutions.co.uk
16	David Burnell Financial Services Nottingham, Nottinghamshire	Approach Score 62/100	4 directors aged 55-59 · longest in post since 2019 Corporate owner More about this firm 6 staff · turnover est. £651k Net assets £352k (Dec 2025) Company no. 04619997 · Companies House davidburnell.co.uk
17	Wilsons Nottinghamshire A director sits on 4 or more companies	Approach Score 60/100	We hold older figures than Companies House 2 directors aged 70 or over, 2 aged 45-49 · longest in post since 2003 1 individual holds 75%+ · corporate owner More about this firm 24 staff · turnover est. £11.1m Net assets £1.1m · newer accounts made up to Mar 2025 Company no. 00380493 · Companies House wearewilsons.com
18	H FOX Associates Nottingham	Approach Score 60/100	1 director aged 55-59, 2 aged 50-54, 1 aged under 45 · longest in post since 2014 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £487k Net assets £375k (Jun 2025) Company no. 09091517 · Companies House hfa.uk.com
19	Bullpen Strategy Nottingham, Nottinghamshire	Approach Score 59/100	1 director aged 45-49, 2 aged under 45 · longest in post since 2019 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £166k Net assets £39k (Dec 2025) Director resigned Jul 2026 Company no. 12182443 · Companies House bullpenstrategygroup.com
20	E*trade Nottingham, Nottinghamshire	Approach Score 57/100	Director aged under 45 · in post since 2017 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £239k Net assets £26k (Dec 2025) Company no. 11096420 · Companies House us.etrade.com/home
21	Carlton Financial Services Nottingham	Approach Score 53/100	1 director aged 65-69, 3 aged under 45 · longest in post since 2012 Held via a trust or firm · independent More about this firm 5 staff · turnover est. £154k Net assets £930k (Mar 2026) PSC register changed Oct 2026 Company no. 08342392 · Companies House carltonfinancial.co.uk
22	Luminar Paraplanning Nottingham	Approach Score 50/100	3 directors aged under 45 · longest in post since 2024 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £125k Net assets £5k (May 2025) Director resigned Dec 2025 Company no. 15737715 · Companies House
23	Riverfall Financial Ruddington, Nottinghamshire A director sits on 4 or more companies	Approach Score 46/100	2 directors aged 45-49, 2 aged under 45 · longest in post since 2021 Independent More about this firm 5 staff · turnover est. £385k Net assets £86k (Mar 2026) Company no. 09039220 · Companies House riverfall-financial.co.uk
24	Your Mortgage Shop Nottingham, Nottinghamshire A director sits on 4 or more companies	Approach Score 46/100	We hold older figures than Companies House 1 director aged 55-59, 1 aged under 45 · longest in post since 2004 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £113k Net assets £82k · newer accounts made up to Apr 2026 Company no. 04679298 · Companies House yourmortgageshop.co.uk
25	Cowens Mortgage Solutions Nottingham, Nottinghamshire	Approach Score 46/100	1 director aged 65-69, 1 aged 45-49, 2 aged under 45 · longest in post since 2021 Independent More about this firm 7 staff · turnover est. £175k Company no. 13692674 · Companies House cowensgroup.co.uk/mortgage-solutions

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

You're seeing the first 25. Buy all 36 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 36 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 Nottingham.

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.

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Other areas

East Midlands Derby Leicester

Related sectors

Accountancy practices Insurance brokers

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 36 firms, with director names, ages and shareholders

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