Wealth managers and IFAs to acquire in Sheffield

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Sheffield? 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 8 staff and has been in business for 14 years. Looking beyond Sheffield? Explore the full Yorkshire and The Humber list of wealth managers and IFAs.

Firms

UK 3,337

29%

Every director 55+

UK 25%

30%

Held 75%+ by one person

UK 25%

Median years in business

UK 14

Median headcount

UK 8

£500k to £1m

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	Dobson and Hodge South Yorkshire	Approach Score 88/100	1 director aged 70 or over, 1 aged 60-64 · longest in post since 2015 1 individual holds 75%+ · independent More about this firm 20 staff · turnover est. £866k Net assets £638k (Nov 2025) Director resigned Oct 2025 · charge satisfied Aug 2025 Company no. 00975536 · Companies House dobsonandhodge.co.uk
2	Fogwill & Jones Sheffield, South Yorkshire	Approach Score 83/100	Longest in post since 2005 1 individual holds 75%+ · independent More about this firm 12 staff · turnover est. £2.1m Net assets £1.2m (Mar 2025) Company no. 05459286 · Companies House fogwillandjones.com
3	MSC R&D Sheffield A director sits on 4 or more companies	Approach Score 79/100	1 director aged 70 or over, 1 aged under 45 · longest in post since 2002 1 individual holds 75%+ · independent More about this firm 16 staff · turnover est. £528k Net assets £984k (Dec 2025) Company no. 04418978 · Companies House mscrnd.com
4	Access Credit Management Sheffield	Approach Score 79/100	Director aged 65-69 · in post since 2000 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £475k Net assets £811k (Mar 2024) Company no. 03937357 · Companies House accesscm.co.uk
5	Bradley Mclaren Sheffield, South Yorkshire	Approach Score 78/100	Longest in post since 2020 2 individuals hold 75%+ · independent More about this firm 47 staff · turnover £291k Net assets £3.9m (Aug 2025) PSC register changed Apr 2026 Company no. 12969553 · Companies House
6	QED Financial Associates Sheffield, South Yorkshire	Approach Score 76/100	2 directors aged 55-59 · longest in post since 2011 2 individuals hold 50%+ · independent More about this firm 7 staff · turnover est. £773k Net assets £380k (Mar 2025) Company no. 07876376 · Companies House qedifa.co.uk
7	The Mortgage Shop (barnsley)	Approach Score 75/100	Director aged 60-64 · in post since 2003 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £160k Net assets £69k (May 2025) Company no. 04774203 · Companies House
8	Woolhouse Douglas Wealth Management Sheffield, South Yorkshire	Approach Score 73/100	We hold older figures than Companies House In post since 2010 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £1m Net assets £122k · newer accounts made up to Mar 2025 Company no. 07186203 · Companies House partnership.sjp.co.uk/woolhousedouglas
9	Danum Financial Services South Yorkshire	Approach Score 72/100	1 director aged 65-69, 1 aged 55-59 · longest in post since 2001 Independent More about this firm 10 staff · turnover est. £287k No net assets figure held · accounts made up to Mar 2025 Director resigned Dec 2025 Company no. 04186948 · Companies House danumfs.com
10	Clearview Barnsley, South Yorkshire A director sits on 4 or more companies	Approach Score 72/100	1 director aged 65-69, 1 aged 60-64 · longest in post since 2009 Independent More about this firm 9 staff · turnover est. £327k Net assets £31 (Jun 2025) PSC register changed Nov 2025 Company no. 06999111 · Companies House clearview-group.com/companies
11	Pearwood Financial Planning Doncaster, South Yorkshire	Approach Score 72/100	1 director aged 65-69, 1 aged under 45 · longest in post since 2023 2 individuals hold 75%+ · independent More about this firm 8 staff · turnover est. £331k Net assets £1.5m (Jul 2025) Company no. 14996497 · Companies House pearwoodfinancial.co.uk
12	Distinct Financial Management Doncaster, South Yorkshire A director sits on 4 or more companies	Approach Score 70/100	We hold older figures than Companies House Director aged 60-64 · in post since 2004 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £338k Net assets £374k · newer accounts made up to Sep 2025 Company no. 04027953 · Companies House distinctfinancial.co.uk
13	Westcourt Financial Services Sheffield, S.yorks	Approach Score 70/100	1 director aged 70 or over, 1 aged 60-64, 1 aged 45-49 · longest in post since 1994 2 individuals hold 50%+ · independent More about this firm 14 staff · turnover est. £531k Net assets £148k (Apr 2026) Company no. 00820611 · Companies House westcourt4advice.com
14	Vitty Alexander Wealth Management Sheffield, South Yorkshire A director sits on 4 or more companies	Approach Score 69/100	In post since 2014 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £825k Net assets £1.8m (Dec 2025) Company no. 08915728 · Companies House vittyalexander.co.uk
15	The Money Map Sheffield	Approach Score 68/100	1 member aged 60-64, 1 aged 55-59, 2 aged 50-54 · longest in post since 2009 Independent More about this firm 7 staff · turnover £1.3m Net assets £93k (Apr 2025) Company no. OC345998 · Companies House themoneymap.co.uk
16	Concept Wealth Sheffield	Approach Score 66/100	2 directors aged 55-59 · longest in post since 2020 Corporate owner More about this firm 9 staff · turnover est. £729k Net assets £477k (Sep 2025) Company no. 12871098 · Companies House conceptwealth.co.uk
17	Leo Alexander Sheffield, South Yorkshire	Approach Score 65/100	We hold older figures than Companies House Director aged 55-59 · in post since 2010 2 individuals hold 50%+ · independent More about this firm 16 staff · turnover est. £2.8m Net assets £2.6m · newer accounts made up to Aug 2025 Company no. 07232515 · Companies House lawfm.co.uk
18	IAN Blessed and , Independent Financial Consultants Doncaster, South Yorkshire	Approach Score 65/100	Longest in post since 1996 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £913k Net assets £397k (Apr 2025) Company no. 02053028 · Companies House ianblessed.co.uk
19	Chatsworth Financial Management Rotherham, South Yorkshire	Approach Score 64/100	We hold older figures than Companies House 1 director aged 55-59, 1 aged 50-54 · longest in post since 2000 2 individuals hold 50%+ · independent More about this firm 6 staff · turnover est. £349k Net assets £234k (Sep 2020) · newer accounts made up to Sep 2025 PSC register changed Oct 2026 Company no. 04072001 · Companies House cfmuk.com
20	Mosaac Barnsley, South Yorkshire	Approach Score 60/100	1 director aged 55-59, 1 aged 50-54 · longest in post since 2012 Corporate owner More about this firm 14 staff · turnover est. £682k Net assets £284k (Mar 2025) Company no. 07984481 · Companies House mosaacfinancial.uk
21	Finoptus Sheffield, South Yorkshire	Approach Score 60/100	Director aged 50-54 · in post since 2018 2 individuals hold 75%+ · independent More about this firm 15 staff · turnover est. £588k Net assets £92k (Jun 2025) Company no. 11421863 · Companies House finoptus.com
22	The Pension Planner Sheffield, South Yorkshire	Approach Score 57/100	1 director aged 45-49, 1 aged under 45 · longest in post since 2012 2 individuals hold 50%+ · independent More about this firm 10 staff · turnover est. £894k Net assets £475k (Mar 2026) Company no. 08084588 · Companies House thepensionplanner.co.uk
23	Prestige Financial Solutions Sheffield, South Yorkshire A director sits on 4 or more companies	Approach Score 57/100	2 directors aged under 45 · longest in post since 2016 2 individuals hold 50%+ · independent More about this firm 7 staff · turnover est. £664k Net assets £435k (Jul 2025) Company no. 10276593 · Companies House prestigefinancialsolutions.co.uk
24	Connect Financial Solutions Sheffield, South Yorkshire	Approach Score 56/100	Director aged 50-54 · in post since 2014 Corporate owner More about this firm 10 staff · turnover est. £902k Net assets £833k (Feb 2025) Company no. 08903152 · Companies House connectfinancialsolutions.co.uk
25	Navigate Financial Barnsley	Approach Score 56/100	1 director aged 65-69, 1 aged 60-64, 1 aged 55-59, 3 aged under 45 · longest in post since 2024 Independent More about this firm 9 staff · turnover est. £192k Net assets £76k (Mar 2026) PSC register changed Jul 2025 Company no. 15471662 · Companies House navigatefinancial.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 Sheffield.

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

Yorkshire and The Humber Hull Leeds

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.