Wealth managers and IFAs to acquire in the South East
Updated 9 November 2026
Looking to acquire a wealth manager or IFA in the South East? Firmbase ranks 492 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 15 years; 9 firms are owned by groups that have acquired several firms in this sector. Looking beyond the South East? Explore the full UK list of wealth managers and IFAs.
492
Firms
UK 3,337
31%
Every director 55+
UK 25%
23%
Held 75%+ by one person
UK 25%
15
Median years in business
UK 14
7
Median headcount
UK 8
£250k to £500k
Median turnover band
UK £250k to £500k · includes our estimates
9 firms owned by 4 groups that have bought several firms in this sector. That is 2% of this list, against 1% across the UK. Groups that own firms on this list include Pivotal Growth. To have a group's name removed, email dave@firmbase.co.
Towns with the most firms
- Reading 46 firms
- Brighton 36 firms
- Southampton 35 firms
- Portsmouth 30 firms
The first 25 firms, in Approach Score order
| Rank | Firm | Approach Score | The facts behind the score |
|---|---|---|---|
| 1 | The Financial Centre Gravesend, Kent | Approach Score 95/100 |
More about this firm
Company no. 05363987 · Companies House |
| 2 | K.G. Associates Epsom | Approach Score 90/100 |
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Company no. 03185598 · Companies House |
| 3 | Sarah Quirk Associates Southampton, Hants | Approach Score 89/100 |
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Company no. 07580572 · Companies House |
| 4 | Citrus Financial Sevenoaks, Kent A director sits on 4 or more companies | Approach Score 86/100 |
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Company no. 04618393 · Companies House |
| 5 | Temple Wealth Management Fareham, Hampshire | Approach Score 86/100 |
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Company no. 07335886 · Companies House |
| 6 | Business & Personal Investment Bourne END, Buckinghamshire | Approach Score 84/100 |
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Company no. 03852280 · Companies House |
| 7 | Lewis Christopher Milton Keynes | Approach Score 83/100 |
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Company no. 04298589 · Companies House |
| 8 | Heritage Financial Solutions Chichester, West Sussex | Approach Score 82/100 |
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Company no. 05633300 · Companies House |
| 9 | Protect and Invest Newbury, Berkshire | Approach Score 82/100 |
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Company no. 05441658 · Companies House |
| 10 | Robertsons & Crawford Ltd Wokingham | Approach Score 81/100 |
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Company no. 10475943 · Companies House |
| 11 | One2one Financial Advice Sandwich, Kent | Approach Score 81/100 |
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Company no. 07441798 · Companies House |
| 12 | Simple Claims Assistance Milton Keynes | Approach Score 81/100 |
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Company no. 11235835 · Companies House |
| 13 | Walji & Co Chartered Accountants Eastleigh, Hampshire A director sits on 4 or more companies | Approach Score 81/100 |
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Company no. 04633710 · Companies House |
| 14 | Roxboro Hove, East Sussex A director sits on 4 or more companies | Approach Score 80/100 |
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Company no. 05478319 · Companies House |
| 15 | Cartwright Benefit Consultants Farnborough | Approach Score 80/100 |
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Company no. 08283366 · Companies House |
| 16 | TOR Financial Planning Lymington, Hampshire A director sits on 4 or more companies | Approach Score 80/100 |
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Company no. 06875391 · Companies House |
| 17 | Doyle & Palmer Wealth Management Southampton, Hampshire | Approach Score 80/100 |
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Company no. 07426424 · Companies House |
| 18 | 1DP Investment Management Southampton A director sits on 4 or more companies | Approach Score 79/100 |
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Company no. 15700775 · Companies House |
| 19 | Wheble Financial Services Hildenborough, Kent | Approach Score 79/100 |
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Company no. 05424345 · Companies House |
| 20 | Distinct Wealth Management Services Wokingham, Berkshire | Approach Score 79/100 |
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Company no. 09255078 · Companies House |
| 21 | The David Hewitt Chertsey, Surrey | Approach Score 79/100 |
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Company no. 08022076 · Companies House |
| 22 | Clear View Financial Services Reading | Approach Score 79/100 |
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Company no. 05972253 · Companies House |
| 23 | ABS Financial Planning Southampton, Hampshire | Approach Score 79/100 |
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Company no. 02658254 · Companies House |
| 24 | D & M Finance Tonbridge, Kent | Approach Score 78/100 |
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Company no. 05557257 · Companies House |
| 25 | Philip T English Financial Services Banbury, Oxfordshire | Approach Score 78/100 | We hold older figures than Companies House
More about this firm
Company no. 02001734 · Companies House |
467 more firms are in the list, in Approach Score order.
You're seeing the first 25. Buy all 492 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.
Buy the list of all 492 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 the South East.
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.
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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The standard Firmbase list
Buy the list of all 492 firms, with director names, ages and shareholders
Each row comes with the facts behind its score, financials with dates and contact details.