Wealth managers and IFAs to acquire in the South West
Updated 9 November 2026
Looking to acquire a wealth manager or IFA in the South West? Firmbase ranks 350 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 16 years; 1 firm is owned by a group that has acquired several firms in this sector. Looking beyond the South West? Explore the full UK list of wealth managers and IFAs.
350
Firms
UK 3,337
29%
Every director 55+
UK 25%
25%
Held 75%+ by one person
UK 25%
16
Median years in business
UK 14
8
Median headcount
UK 8
£250k to £500k
Median turnover band
UK £250k to £500k · includes our estimates
Towns with the most firms
- Bristol 87 firms
- Bournemouth 48 firms
- Plymouth 23 firms
The first 25 firms, in Approach Score order
| Rank | Firm | Approach Score | The facts behind the score |
|---|---|---|---|
| 1 | Sandle Nash Exeter | Approach Score 92/100 |
More about this firm
Company no. 07498168 · Companies House |
| 2 | Elite-Wealth Management Penzance | Approach Score 91/100 |
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Company no. 06804590 · Companies House |
| 3 | Bateman Financial Management Liskeard, Cornwall | Approach Score 90/100 |
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Company no. 03569193 · Companies House |
| 4 | Hughes Price Walker Bristol | Approach Score 87/100 |
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Company no. 04944533 · Companies House |
| 5 | West Financial Management Plymouth, Devon | Approach Score 86/100 |
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Company no. 04985517 · Companies House |
| 6 | Octagon Consultancy Bristol | Approach Score 85/100 |
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Company no. 07787430 · Companies House |
| 7 | Kcfp Trowbridge, Wiltshire A director sits on 4 or more companies | Approach Score 85/100 |
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Company no. OC302355 · Companies House |
| 8 | Nexus IFA Bridgwater, Somerset | Approach Score 84/100 |
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Company no. 07542873 · Companies House |
| 9 | IT IS Your Money Torquay, Devon A director sits on 4 or more companies | Approach Score 83/100 |
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Company no. 07772518 · Companies House |
| 10 | Montgomery Charles Wealth Management Wiltshire | Approach Score 83/100 |
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Company no. 03180985 · Companies House |
| 11 | Piercefield Oliver Cheltenham, Gloucestershire | Approach Score 83/100 |
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Company no. 03608688 · Companies House |
| 12 | Aisa Financial Planning Devizes A director sits on 4 or more companies | Approach Score 82/100 |
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Company no. 03621676 · Companies House |
| 13 | The Dorset Meat Shaftesbury, Dorset | Approach Score 82/100 |
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Company no. 08560627 · Companies House |
| 14 | Atkins Bland Ferndown, Dorset | Approach Score 82/100 | We hold older figures than Companies House
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Company no. 03044873 · Companies House |
| 15 | Positive Wealth Creation Somerset | Approach Score 81/100 |
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Company no. 04802683 · Companies House |
| 16 | Together Financial Solutions Barnstaple, Devon | Approach Score 80/100 |
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Company no. 06472931 · Companies House |
| 17 | Bespoke Financial Guidance Exeter, Devon | Approach Score 79/100 |
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Company no. 06888172 · Companies House |
| 18 | CarterDawes Honiton, Devon | Approach Score 79/100 |
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Company no. 04610768 · Companies House |
| 19 | Little Pebbles Financial Solutions Bideford, Devon | Approach Score 79/100 |
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Company no. 07990393 · Companies House |
| 20 | Mills Keep Wimborne, Dorset A director sits on 4 or more companies | Approach Score 79/100 |
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Company no. 08397773 · Companies House |
| 21 | Ivor Jones Financial Planning Devon | Approach Score 79/100 |
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Company no. 01146325 · Companies House |
| 22 | Apex CB Poole | Approach Score 79/100 |
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Company no. 05082939 · Companies House |
| 23 | 4 Shires Asset Management Gillingham, Dorset A director sits on 4 or more companies | Approach Score 79/100 |
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Company no. 07657527 · Companies House |
| 24 | Laver Wealth Weston Super Mare, Somerset | Approach Score 79/100 | We hold older figures than Companies House
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Company no. 02589429 · Companies House |
| 25 | Smart Trade Exeter, Devon | Approach Score 79/100 |
More about this firm
Company no. 03446373 · Companies House |
325 more firms are in the list, in Approach Score order.
You're seeing the first 25. Buy all 350 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.
Buy the list of all 350 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 West.
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.
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The standard Firmbase list
Buy the list of all 350 firms, with director names, ages and shareholders
Each row comes with the facts behind its score, financials with dates and contact details.