Wealth managers and IFAs to acquire in Plymouth

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Plymouth? Firmbase ranks 23 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 19 years. Looking beyond Plymouth? Explore the full South West list of wealth managers and IFAs.

Firms

UK 3,337

20%

Every director 55+

UK 25%

30%

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 23 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	West Financial Management Plymouth, Devon	Approach Score 86/100	Director aged 65-69 · in post since 2003 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £334k Net assets £480k (May 2026) Company no. 04985517 · Companies House westfm.biz
2	Ivor Jones Financial Planning Devon	Approach Score 79/100	In post since 1991 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £309k Net assets £175k (Dec 2025) Director resigned Mar 2025 · PSC register changed Feb 2025 Company no. 01146325 · Companies House ivorjones.co.uk
3	Balance for Business Plymouth, Devon	Approach Score 76/100	Director aged 55-59 · in post since 2010 2 individuals hold 75%+ · independent More about this firm 5 staff · turnover est. £217k Net assets £97k (Mar 2026) Company no. 07401203 · Companies House balanceforbusiness.co.uk
4	Newtons Theory Totnes, South Devon	Approach Score 72/100	In post since 2020 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £49k Net assets £227k (Mar 2026) Company no. 12432663 · Companies House newtonstheory.com
5	Bennett Wealth Planning Yelverton, Devon	Approach Score 71/100	Longest in post since 2013 Independent More about this firm 6 staff · turnover est. £367k Net assets £79k (Apr 2025) Company no. 08495206 · Companies House bennettwealthplanning.com/meet-barry
6	Molyneux Associates Plymouth, Devon	Approach Score 70/100	In post since 2004 2 individuals hold 75%+ · independent More about this firm 10 staff · turnover est. £249k No net assets figure held · accounts made up to Mar 2026 Company no. 05075008 · Companies House molyneux-associates.co.uk
7	Watson Financial Okehampton	Approach Score 68/100	Longest in post since 2009 Independent More about this firm 10 staff · turnover est. £356k Net assets £176k (Aug 2025) PSC register changed Oct 2025 Company no. 06986949 · Companies House watsonfinancial.co.uk
8	Inspire Wealth Plymouth	Approach Score 67/100	Director aged 55-59 · in post since 2006 Corporate owner More about this firm 12 staff · turnover est. £666k Net assets £462k (Mar 2026) Company no. 05988522 · Companies House inspire-wealth.co.uk
9	SW Law & Finance Ivybridge, Devon A director sits on 4 or more companies	Approach Score 67/100	We hold older figures than Companies House 1 director aged 70 or over, 1 aged under 45 · longest in post since 1997 1 individual holds 75%+ · corporate owner More about this firm 6 staff · turnover est. £275k Net assets £160k (Jun 2020) · newer accounts made up to Jun 2025 Company no. 03462625 · Companies House swlaw.co.uk/financial-services
10	Thrive Financial Solutions Plymouth, Devon	Approach Score 64/100	1 director aged 60-64, 2 aged 55-59, 3 aged under 45 · longest in post since 2021 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £235k Net assets £80k (Mar 2026) Company no. 13298332 · Companies House thrivewithsupport.co.uk
11	TFA Trusted Financial Advice Plymouth, Devon A director sits on 4 or more companies	Approach Score 63/100	1 director aged 65-69, 1 aged 60-64, 1 aged under 45 · longest in post since 2008 Corporate owner More about this firm 20 staff · turnover est. £499k Net assets £626k (Dec 2025) PSC register changed Jan 2025 Company no. 03445703 · Companies House tfagroup.co.uk
12	Murray Financial Group Totnes, Devon	Approach Score 58/100	In post since 2001 2 individuals hold 50%+ · independent More about this firm 26 staff · turnover est. £587k Net assets £4.2m (Dec 2025) Company no. 04341494 · Companies House murrayfinancialgroup.com
13	Manning and Company Plymouth, Devon	Approach Score 56/100	2 directors aged 60-64, 2 aged 45-49 · longest in post since 2003 Independent More about this firm 8 staff · turnover est. £686k Net assets £519k (Jul 2025) Charge satisfied Oct 2026 Company no. 03101454 · Companies House manningandco.co.uk
14	SW Law & Finance Ivybridge, Devon A director sits on 4 or more companies	Approach Score 55/100	1 director aged 70 or over, 1 aged under 45 · longest in post since 2011 1 individual holds 75%+ · corporate owner More about this firm 6 staff · turnover est. £126k Net assets -£40k (Jun 2025) Company no. 07505634 · Companies House swlaw.co.uk
15	Morgan Corporate Kingsbridge, Devon	Approach Score 50/100	In post since 2019 1 individual holds 75%+ · independent More about this firm 10 staff · turnover est. £347k Net assets £59k (Dec 2025) Company no. 11262285 · Companies House morgan-corporate.com
16	Mewstone Mortgage Advice Ivybridge	Approach Score 49/100	Director aged under 45 · in post since 2020 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £22k Net assets £67k (Apr 2025) Company no. 12959322 · Companies House mewstonemortgageadvice.co.uk
17	Generation Wealth Plymouth, Devon	Approach Score 48/100	Director aged 45-49 · in post since 2015 Corporate owner More about this firm 5 staff · turnover est. £565k Net assets £205k (Mar 2026) Company no. 09456850 · Companies House generationwealth.co.uk
18	Condy Mathias Plymouth, Devon	Approach Score 48/100	We hold older figures than Companies House 1 director aged 60-64, 1 aged 55-59, 3 aged 50-54 · longest in post since 2008 Corporate owner More about this firm 24 staff · turnover est. £1.1m Net assets £1.5m (Mar 2022) · newer accounts made up to Mar 2026 Company no. 04508157 · Companies House cmcfp.co.uk
19	Clearwater Financial Planning Kingsbridge, Devon	Approach Score 46/100	We hold older figures than Companies House Director aged 50-54 · in post since 2006 Corporate owner More about this firm 10 staff · turnover est. £821k Net assets £25k · newer accounts made up to Mar 2026 Company no. 05764001 · Companies House clearwaterfinancialplanning.co.uk
20	CMB Mortgages Plymouth, Devon A director sits on 4 or more companies	Approach Score 45/100	We hold older figures than Companies House 1 director aged 60-64, 1 aged 45-49 · longest in post since 2006 Corporate owner More about this firm 6 staff · turnover est. £391k Net assets £85k (Mar 2022) · newer accounts made up to Mar 2026 Company no. 06038104 · Companies House cmbmortgages.co.uk
21	Clarity Wealth Management Totnes, Devon	Approach Score 42/100	Corporate owner 11 staff · turnover est. £857k More about this firm Net assets £530k (Mar 2025) Company no. OC371189 · Companies House claritywm.co.uk
22	Hansford Bell Tavistock, Devon A director sits on 4 or more companies	Approach Score 37/100	2 directors aged 45-49, 3 aged under 45 · longest in post since 2016 Corporate owner More about this firm 15 staff · turnover est. £650k Net assets £64k (Mar 2026) Director resigned Dec 2025 Company no. 04526543 · Companies House hansfordbell.co.uk
23	Responsible Life Plymouth A director sits on 4 or more companies	Approach Score 20/100	We hold older figures than Companies House 3 directors aged 50-54, 1 aged under 45 · longest in post since 2024 Corporate owner More about this firm 70 staff · turnover £12.3m Net assets -£353k (Dec 2020) · newer accounts made up to Dec 2025 Director resigned Jan 2026 Company no. 07162252 · Companies House responsibleequityrelease.co.uk

Buy the list of all 23 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 Plymouth.

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

South West Bournemouth Bristol

Related sectors

Accountancy practices

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 23 firms, with director names, ages and shareholders

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