Wealth managers and IFAs to acquire in Southampton
Updated 9 November 2026
Looking to acquire a wealth manager or IFA in Southampton? Firmbase ranks 35 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 9 staff and has been in business for 15 years. Looking beyond Southampton? Explore the full South East list of wealth managers and IFAs.
35
Firms
UK 3,326
22%
Every director 55+
UK 26%
17%
Held 75%+ by one person
UK 24%
15
Median years in business
UK 14
9
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 | Sarah Quirk Associates Southampton, Hants | Approach Score 89/100 |
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Company no. 07580572 · Companies House |
| 2 | 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 |
| 3 | 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 |
| 4 | Doyle & Palmer Wealth Management Southampton, Hampshire | Approach Score 80/100 |
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Company no. 07426424 · Companies House |
| 5 | 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 |
| 6 | ABS Financial Planning Southampton, Hampshire | Approach Score 79/100 |
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Company no. 02658254 · Companies House |
| 7 | ETA Romsey A director sits on 4 or more companies | Approach Score 77/100 |
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Company no. 06831534 · Companies House |
| 8 | Yours Financially Southampton, Hampshire | Approach Score 76/100 |
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Company no. 04773173 · Companies House |
| 9 | Harrison Gray Financial Services Southampton | Approach Score 73/100 |
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Company no. 08179438 · Companies House |
| 10 | BB Merchant Services Bishops Waltham, Hampshire | Approach Score 70/100 |
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Company no. 08476034 · Companies House |
| 11 | CMD Independent Financial Advisers Hampshire | Approach Score 69/100 | We hold older figures than Companies House
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Company no. 03905971 · Companies House |
| 12 | Calpe Financial Solutions Romsey, Hampshire A director sits on 4 or more companies | Approach Score 68/100 |
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Company no. 05553115 · Companies House |
| 13 | Christopher Jones Wealth Management Winchester, Hampshire | Approach Score 67/100 |
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Company no. 12417001 · Companies House |
| 14 | Goodship Investment Services Ringwood | Approach Score 66/100 |
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Company no. 11514802 · Companies House |
| 15 | Cleerly Fareham | Approach Score 66/100 |
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Company no. 11453383 · Companies House |
| 16 | Stanbridge Family Office 24 Southampton, Hampshire A director sits on 4 or more companies | Approach Score 65/100 |
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Company no. 11137710 · Companies House |
| 17 | ASK About Mortgages Romsey | Approach Score 64/100 |
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Company no. 08700609 · Companies House |
| 18 | Roundhouse Financial Services (london) Southampton, Hampshire A director sits on 4 or more companies | Approach Score 63/100 |
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Company no. 10312961 · Companies House |
| 19 | Radcliffe & (life & Pensions) Southampton, Hampshire A director sits on 4 or more companies | Approach Score 59/100 |
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Company no. 02114114 · Companies House |
| 20 | Straight Talk Financial Planning Southampton, Hampshire | Approach Score 58/100 |
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Company no. 06030606 · Companies House |
| 21 | Grosvenor Birch Romsey, Hampshire | Approach Score 55/100 |
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Company no. 07222780 · Companies House |
| 22 | NB Wealth Andover, Hampshire | Approach Score 54/100 |
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Company no. 08172111 · Companies House |
| 23 | DE Mellow Waterlooville, Hampshire | Approach Score 53/100 | We hold older figures than Companies House
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Company no. 14704560 · Companies House |
| 24 | Radcliffe & Newlands Southampton, Hampshire A director sits on 4 or more companies | Approach Score 52/100 | We hold older figures than Companies House
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Company no. 15261420 · Companies House |
| 25 | Moneysprite Southampton | Approach Score 50/100 | We hold older figures than Companies House
More about this firm
Company no. 06083974 · Companies House |
10 more firms are in the list, in Approach Score order.
You're seeing the first 25. Buy all 35 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.
Buy the list of all 35 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 Southampton.
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 35 firms, with director names, ages and shareholders
Each row comes with the facts behind its score, financials with dates and contact details.