Wealth managers and IFAs to acquire in Reading

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Reading? Firmbase ranks 46 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 17 years. Looking beyond Reading? Explore the full South East list of wealth managers and IFAs.

Firms

UK 3,326

38%

Every director 55+

UK 26%

13%

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	Protect and Invest Newbury, Berkshire	Approach Score 82/100	1 director aged 70 or over, 1 aged 45-49 · longest in post since 2005 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £498k Net assets £243k (Jul 2026) Company no. 05441658 · Companies House protect-invest.co.uk
2	Robertsons & Crawford Ltd Wokingham	Approach Score 79/100	1 director aged 60-64, 1 aged 55-59 · longest in post since 2016 2 individuals hold 50%+ · held via a trust or firm · independent More about this firm 7 staff · turnover est. £334k Net assets £159k (Nov 2025) PSC register changed Nov 2025 Company no. 10475943 · Companies House robertsonsandcrawford.co.uk
3	Distinct Wealth Management Services Wokingham, Berkshire	Approach Score 79/100	4 directors aged 60-64, 1 aged 55-59 · longest in post since 2014 Independent More about this firm 6 staff · turnover est. £253k Net assets £24k (Oct 2025) Director resigned Jun 2025 Company no. 09255078 · Companies House
4	Clear View Financial Services Reading	Approach Score 79/100	Director aged 55-59 · in post since 2006 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £257k Net assets £267k (Dec 2025) Company no. 05972253 · Companies House clearviewfs.co.uk
5	Protection & Investment Limited Aldermaston A director sits on 4 or more companies	Approach Score 77/100	In post since 2006 Independent More about this firm 7 staff · turnover est. £772k Net assets £645k (Mar 2025) Company no. 05749484 · Companies House pil.uk.com
6	Land & Scales Reading, Berkshire	Approach Score 76/100	In post since 2003 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £232k Net assets £100k (Sep 2025) Company no. 04778077 · Companies House
7	Redporth Wokingham, Berkshire A director sits on 4 or more companies	Approach Score 76/100	1 director aged 65-69, 1 aged 55-59 · longest in post since 2020 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £681k Net assets £38k (Jul 2025) Director resigned Apr 2025 Company no. 12766733 · Companies House redporth.com
8	Arborheath Reading, Berkshire	Approach Score 74/100	1 director aged 70 or over, 1 aged 60-64 · longest in post since 2020 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £183k Net assets £23k (Mar 2026) Company no. 12842362 · Companies House arborheath.co.uk
9	Coloma Wealth Management Wokingham, Berkshire	Approach Score 72/100	2 members aged 70 or over · longest in post since 2011 2 individuals hold 50%+ · independent More about this firm 7 staff · turnover est. £875k No net assets figure held · accounts made up to Mar 2026 Member resigned Jul 2025 · PSC register changed Jul 2025 Company no. OC367389 · Companies House coloma-wealth.com
10	Milton IFA Bracknell, Berkshire	Approach Score 71/100	We hold older figures than Companies House Longest in post since 2004 2 individuals hold 75%+ · independent More about this firm 5 staff · turnover est. £1.8m Net assets £1.9m (Sep 2023) · newer accounts made up to Sep 2025 Company no. 05228260 · Companies House milton-ifa.co.uk
11	Unloq Sulhamstead, Berkshire	Approach Score 71/100	Director aged 55-59 · in post since 2013 Independent More about this firm 9 staff · turnover est. £336k Net assets £371k (Mar 2026) Company no. 08701508 · Companies House unloq.global
12	Chester Rose Newbury, Berkshire A director sits on 4 or more companies	Approach Score 70/100	1 director aged 65-69, 1 aged 45-49 · longest in post since 2006 Corporate owner More about this firm 34 staff · turnover est. £1.6m Net assets £408k (Oct 2025) Company no. 05835113 · Companies House chesterrose.co.uk
13	Prosperity Financial Services Aldermaston, Berkshire A director sits on 4 or more companies	Approach Score 69/100	1 director aged 65-69, 1 aged 60-64 · longest in post since 2004 Corporate owner More about this firm 9 staff · turnover est. £1.3m Net assets £1.3m (Mar 2026) PSC register changed Nov 2025 Company no. 05322210 · Companies House prosperityfs.co.uk
14	Paragon Financial Services Reading, Berks A director sits on 4 or more companies	Approach Score 69/100	2 directors aged 55-59 · longest in post since 1997 Corporate owner More about this firm 8 staff · turnover est. £365k Net assets £1.1m (Mar 2025) PSC register changed Jul 2026 Company no. 03407744 · Companies House paragon.gb.net
15	Heavenly Finances Hungerford, Berkshire A director sits on 4 or more companies	Approach Score 67/100	1 director aged 55-59, 1 aged 45-49 · longest in post since 2025 Corporate owner More about this firm 5 staff · turnover est. £802k Net assets £600k (Mar 2025) Director resigned Oct 2025 · charge satisfied Dec 2024 · PSC register changed Nov 2025 Company no. 07842731 · Companies House tpgh.co.uk/heavenly-finance-merger
16	Wessex Investment Managers Ltd Newbury, Berkshire A director sits on 4 or more companies	Approach Score 64/100	We hold older figures than Companies House 1 director aged 70 or over, 1 aged 60-64 · longest in post since 2000 Corporate owner More about this firm 8 staff · turnover £720k Net assets £70k · newer accounts made up to Dec 2025 Company no. 04132770 · Companies House wessexim.co.uk
17	The Graham Harms Practice Pangbourne, Berks	Approach Score 64/100	We hold older figures than Companies House Longest in post since 2008 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £177k Net assets -£6k · newer accounts made up to Mar 2025 Company no. 06535770 · Companies House thegrahamharmspractice.co.uk
18	Oculus Wealth Management (newbury) Newbury	Approach Score 64/100	Director aged 60-64 · in post since 2020 Independent More about this firm 6 staff · turnover est. £163k Net assets £97k (Dec 2025) Company no. 12871875 · Companies House oculuswealth.co.uk
19	Pennymatters Bracknell, Berkshire	Approach Score 63/100	We hold older figures than Companies House Longest in post since 2010 Independent More about this firm 13 staff · turnover est. £1.5m Net assets £1.2m · newer accounts made up to Dec 2025 Company no. 07331832 · Companies House pennymatters.co.uk
20	Macbeth Reading A director sits on 4 or more companies	Approach Score 63/100	Longest in post since 2013 Corporate owner More about this firm 5 staff · turnover est. £269k Net assets £54k (Dec 2025) Company no. 08542176 · Companies House macbeths.co.uk
21	Cubed Vision Reading, Berkshire	Approach Score 63/100	1 director aged 60-64, 1 aged 50-54, 1 aged 45-49 · longest in post since 2017 Independent More about this firm 14 staff · turnover est. £530k Net assets £135k (Feb 2025) Company no. 10640967 · Companies House cubedvision.com
22	Maxim Financial Solutions Crowthorne	Approach Score 62/100	1 director aged 55-59, 2 aged 50-54 · longest in post since 2012 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover £649k Net assets £48k (Dec 2025) Company no. 04952586 · Companies House maxim-mortgages.co.uk
23	Janus Financial Consultancy Thatcham, Berkshire	Approach Score 60/100	We hold older figures than Companies House 1 director aged 60-64, 1 aged 45-49 · longest in post since 2004 Independent More about this firm 8 staff · turnover £774k Net assets £366k (Apr 2021) · newer accounts made up to Apr 2025 Company no. 05092862 · Companies House janusconsultancy.com
24	The Money Guardian Twyford, Berkshire	Approach Score 59/100	1 director aged 55-59, 1 aged 45-49 · longest in post since 2017 2 individuals hold 75%+ · independent More about this firm 5 staff · turnover est. £81k Net assets -£9k (Mar 2025) Company no. 11083233 · Companies House themoneyguardian.co.uk
25	Baggerman Wealth Management Newbury, Berkshire	Approach Score 59/100	In post since 2014 1 individual holds 75%+ · independent More about this firm 10 staff · turnover est. £1.6m Net assets £820 (Dec 2025) Company no. 09283873 · Companies House baggermanwm.co.uk

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

You're seeing the first 25. Buy all 46 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 46 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 Reading.

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

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Related sectors

Accountancy practices Insurance brokers

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 46 firms, with director names, ages and shareholders

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