Wealth managers and IFAs to acquire in Portsmouth

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Portsmouth? Firmbase ranks 30 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 16 years. Looking beyond Portsmouth? Explore the full South East list of wealth managers and IFAs.

Firms

UK 3,326

32%

Every director 55+

UK 26%

20%

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

The first 25 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	Temple Wealth Management Fareham, Hampshire	Approach Score 86/100	1 director aged 65-69, 1 aged 60-64, 1 aged 50-54 · longest in post since 2010 2 individuals hold 75%+ · independent More about this firm 22 staff · turnover est. £1.4m Net assets £993k (Aug 2025) Company no. 07335886 · Companies House templewealth.co.uk
2	Lawrence Clarke Fareham, Hampshire A director sits on 4 or more companies	Approach Score 76/100	Longest in post since 1998 Corporate owner More about this firm 20 staff · turnover est. £839k Net assets £658k (Mar 2026) Company no. 03679668 · Companies House lawrenceclarke.co.uk
3	Elephants Child Gosport, Hampshire	Approach Score 75/100	2 directors aged 55-59 · longest in post since 2007 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £418k Net assets £29k (Aug 2025) Company no. 06352975 · Companies House elephants-child.co.uk
4	Aqua Financial Alton, Hampshire A director sits on 4 or more companies	Approach Score 75/100	1 director aged 70 or over, 1 aged 60-64, 1 aged 50-54, 1 aged 45-49 · longest in post since 2011 1 individual holds 75%+ · independent More about this firm 12 staff · turnover est. £588k Net assets £475k (Jun 2025) Company no. 07808220 · Companies House aquafinancial.co.uk
5	Bourne IFA Alton, Hampshire	Approach Score 74/100	2 directors aged 55-59 · longest in post since 2002 Independent More about this firm 7 staff · turnover est. £433k Net assets £117k (Mar 2026) Company no. 04388533 · Companies House bourneifa.co.uk
6	Beckworth Financial Services Hayling Island, Hampshire	Approach Score 74/100	1 director aged 65-69, 1 aged 60-64 · longest in post since 2015 Independent More about this firm 9 staff · turnover est. £438k Net assets £151k (Dec 2025) Company no. 09932621 · Companies House beckworthifa.co.uk
7	Larcomes Financial Services Portsmouth, Hampshire	Approach Score 70/100	1 director aged 65-69, 2 aged 60-64, 1 aged 55-59, 1 aged 50-54, 1 aged 45-49 · longest in post since 2014 Independent More about this firm 5 staff · turnover est. £364k Net assets £373k (Mar 2026) Company no. 02663780 · Companies House larcomesfs.co.uk
8	G & C Financial Services Fareham, Hampshire	Approach Score 67/100	2 directors aged 55-59 · longest in post since 2003 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £172k Net assets £8k (Aug 2025) Company no. 04710291 · Companies House gandcfinancial.co.uk
9	Dow Schofield Watts Waterlooville, Hampshire	Approach Score 67/100	2 members aged 55-59 · longest in post since 2018 2 individuals hold 50%+ · independent More about this firm 7 staff · turnover est. £809k Net assets £218k (Mar 2026) Company no. OC422001 · Companies House dswcapital.com/services
10	B A Roberts Financial Services Havant, Hampshire	Approach Score 67/100	Longest in post since 2002 2 individuals hold 50%+ · independent More about this firm 13 staff · turnover est. £616k Net assets £16k (Apr 2025) Company no. 04448998 · Companies House baroberts.com
11	Opus Gold Portsmouth, Hampshire A director sits on 4 or more companies	Approach Score 65/100	We hold older figures than Companies House 2 directors aged 55-59 · longest in post since 2010 2 individuals hold 50%+ · independent More about this firm 8 staff · turnover est. £744k Net assets £588k · newer accounts made up to Jun 2025 Company no. 07284921 · Companies House opusgold.com
12	Unity Wealth Management Fareham, Hampshire	Approach Score 64/100	1 director aged 60-64, 1 aged 50-54, 1 aged 45-49 · longest in post since 2007 Corporate owner More about this firm 11 staff · turnover est. £467k Net assets £994k (Sep 2026) Company no. 06250715 · Companies House unitywealthmanagement.co.uk
13	GDT Wealth Management Portsmouth, Hampshire	Approach Score 64/100	2 directors aged 50-54 · longest in post since 2014 2 individuals hold 50%+ · independent More about this firm 7 staff · turnover est. £452k Net assets £99k (Aug 2026) Company no. 09107134 · Companies House gdtwealthmanagement.co.uk
14	Church's Financial Planning Hampshire	Approach Score 61/100	We hold older figures than Companies House Director aged 60-64 · in post since 1996 Corporate owner More about this firm 8 staff · turnover est. £1.4m Net assets £938k · newer accounts made up to Dec 2025 Company no. 03171812 · Companies House churchsfp.co.uk
15	Sentinel Portfolio Management Portsmouth, Hampshire A director sits on 4 or more companies	Approach Score 60/100	We hold older figures than Companies House 1 director aged 60-64, 1 aged 50-54 · longest in post since 2019 Independent More about this firm 6 staff · turnover £1.9m Net assets £276k (Mar 2024) · newer accounts made up to Mar 2026 Director resigned Mar 2025 Company no. 12286468 · Companies House
16	Principle Paraplanning Southsea, Hampshire	Approach Score 60/100	2 directors aged under 45 · longest in post since 2018 2 individuals hold 75%+ · independent More about this firm 6 staff · turnover est. £339k Net assets £83k (Mar 2025) Company no. 11358831 · Companies House principleparaplanning.com
17	A2B Mortgages & Insurance Gosport	Approach Score 60/100	Director aged under 45 · in post since 2020 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £363k Net assets £71k (Apr 2025) Company no. 12457269 · Companies House a2bfs.co.uk
18	Cameron Asset Management Southsea	Approach Score 59/100	We hold older figures than Companies House 2 directors aged 55-59 · longest in post since 2006 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £177k Net assets £32k (Mar 2022) · newer accounts made up to Mar 2025 Company no. 05531816 · Companies House camlimited.co.uk
19	Better Financial Planning Gosport, Hampshire	Approach Score 59/100	1 director aged 60-64, 1 aged under 45 · longest in post since 2023 2 individuals hold 75%+ · independent More about this firm 6 staff · turnover est. £316k Net assets £101k (Apr 2025) Company no. 09372803 · Companies House betterfinancialplanning.co.uk
20	Visualize Office Solutions Bordon, Hants	Approach Score 57/100	Director aged 50-54 · in post since 2014 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £191k Net assets £2k (Mar 2026) Company no. 09316024 · Companies House
21	Adviser Business Solutions Emsworth, Hampshire A director sits on 4 or more companies	Approach Score 57/100	2 directors aged 60-64, 1 aged 55-59, 1 aged under 45 · longest in post since 2002 2 individuals hold 50%+ · independent More about this firm 40 staff · turnover est. £4.4m No net assets figure held · accounts made up to Mar 2025 Director resigned Oct 2026 Company no. 03749669 · Companies House adviser-solutions.co.uk
22	C L Mortgages and Protection Fareham, Hampshire	Approach Score 57/100	Director aged under 45 · in post since 2019 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £232k Net assets £56k (Apr 2025) Company no. 11881790 · Companies House clmortgages.co.uk
23	Magpie Money Fareham	Approach Score 52/100	Director aged 45-49 · in post since 2023 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £367k Net assets £113 (Jun 2026) Company no. 13680369 · Companies House
24	Metis Wealth Waterlooville, Hampshire A director sits on 4 or more companies	Approach Score 49/100	We hold older figures than Companies House 2 directors aged 60-64, 1 aged 55-59, 2 aged 50-54, 1 aged 45-49 · longest in post since 2025 Corporate owner More about this firm 19 staff · turnover est. £13k Net assets £1.4m (Dec 2021) · newer accounts made up to Dec 2025 Director resigned Dec 2025 Company no. 08308452 · Companies House
25	Lockstep Capital Petersfield, Hants	Approach Score 49/100	We hold older figures than Companies House 1 director aged 65-69, 1 aged 60-64, 1 aged 55-59, 2 aged 50-54, 1 aged 45-49 · longest in post since 2008 Independent More about this firm 6 staff · turnover est. £243k Net assets £1.3m · newer accounts made up to Mar 2026 Director resigned Jul 2025 · PSC register changed Jul 2025 Company no. 06383028 · Companies House lockstepcapital.com

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

You're seeing the first 25. Buy all 30 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 30 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 Portsmouth.

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 East Brighton Reading Southampton

Related sectors

Accountancy practices Insurance brokers

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 30 firms, with director names, ages and shareholders

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