Wealth managers and IFAs to acquire in Swansea

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Swansea? Firmbase ranks 25 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 Swansea? Explore the full Wales list of wealth managers and IFAs.

Firms

UK 3,337

24%

Every director 55+

UK 25%

52%

Held 75%+ by one person

UK 25%

Median years in business

UK 14

Median headcount

UK 8

£250k to £500k

Median turnover band

UK £250k to £500k · includes our estimates

All 25 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	Best Price FS Port Talbot	Approach Score 83/100	Director aged 55-59 · in post since 2011 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £614k Net assets £754k (Apr 2024) Company no. 07611309 · Companies House bestpricefs.co.uk
2	Cosgrove Brown Financial Planning Swansea	Approach Score 80/100	Longest in post since 2011 1 individual holds 75%+ · held via a trust or firm · independent More about this firm 9 staff · turnover est. £244k Net assets £322k (Dec 2025) Charge satisfied May 2025 Company no. 07874385 · Companies House cosgrovebrown.co.uk
3	Your Wealthcare Port Talbot	Approach Score 79/100	Director aged 60-64 · in post since 2011 1 individual holds 75%+ · independent More about this firm 9 staff · turnover est. £638k Net assets £143k (Sep 2025) Company no. 07759330 · Companies House yourwealthcare.co.uk
4	Red Dot Group Carmarthenshire	Approach Score 77/100	Director aged 55-59 · in post since 2001 1 individual holds 75%+ · independent More about this firm 12 staff · turnover est. £1.4m Net assets £1.3m (Jul 2025) Company no. 04254949 · Companies House reddotgroup.co.uk
5	The Steve Williams Practice Swansea	Approach Score 73/100	In post since 2017 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £242k Net assets £151k (Feb 2025) Company no. 10596690 · Companies House thestevewilliamspractice.co.uk
6	Aztec Gold Swansea	Approach Score 72/100	2 directors aged 70 or over, 1 aged 45-49 · longest in post since 2009 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £1.1m Net assets £1m (Mar 2025) Company no. 06989590 · Companies House
7	W P S Wealth Swansea	Approach Score 71/100	1 director aged 60-64, 1 aged 55-59 · longest in post since 2013 2 individuals hold 50%+ · independent More about this firm 10 staff · turnover est. £831k Net assets £666k (Dec 2025) Company no. 08022341 · Companies House wpswealth.co.uk
8	Roberts Boyt Carmarthen, Carmarthenshire	Approach Score 70/100	We hold older figures than Companies House Longest in post since 2009 1 individual holds 75%+ · independent More about this firm 10 staff · turnover est. £181k Net assets £148k (Mar 2022) · newer accounts made up to Mar 2026 Company no. 06934048 · Companies House robertsboyt.com
9	Mpfs Wealth Management Llanelli, Carmarthenshire	Approach Score 68/100	1 director aged 55-59, 1 aged 50-54 · longest in post since 2020 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £179k Net assets £56k (Mar 2026) Company no. 12883630 · Companies House mpfswealthmanagement.co.uk
10	Clearview Independent Financial Advisers Swansea	Approach Score 68/100	1 director aged 65-69, 1 aged under 45 · longest in post since 2004 Independent More about this firm 8 staff · turnover est. £577k Net assets £278k (Apr 2025) Company no. 05177330 · Companies House clearviewifal.net
11	Planet 3 Wealth Swansea A director sits on 4 or more companies	Approach Score 66/100	1 director aged 55-59, 2 aged 50-54 · longest in post since 2015 Independent More about this firm 6 staff · turnover est. £516k Net assets £229k (Oct 2025) Company no. 09907087 · Companies House planet3wealth.co.uk
12	Arian Financial Planning Llanelli, Dyfed	Approach Score 66/100	1 director aged 55-59, 1 aged under 45 · longest in post since 2011 Independent More about this firm 6 staff · turnover est. £350k Net assets £227k (Mar 2025) Company no. 07553533 · Companies House arianfp.co.uk
13	DWJ Wealth Management Swansea	Approach Score 64/100	Director aged 50-54 · in post since 2014 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £332k Net assets £429k (Jan 2026) Company no. 09104954 · Companies House dwjwealth.co.uk
14	RD Partners Neath	Approach Score 63/100	Director aged 60-64 · in post since 2012 Independent More about this firm 15 staff · turnover est. £375k Net assets £199k (Jan 2026) Company no. 08065840 · Companies House rdpartners.com
15	Tresillian Properties Kidwelly A director sits on 4 or more companies	Approach Score 63/100	2 directors aged 50-54 · longest in post since 2026 1 individual holds 75%+ · held via a trust or firm · independent More about this firm 23 staff · turnover £20.5m Net assets £4.7m (Aug 2026) Director resigned Oct 2026 · PSC register changed Oct 2026 Company no. 15911524 · Companies House
16	Landsker Business Solutions Whitland, Carmarthenshire	Approach Score 59/100	We hold older figures than Companies House Director aged 50-54 · in post since 2012 1 individual holds 75%+ · independent More about this firm 12 staff · turnover est. £384k Net assets £136k · newer accounts made up to Jul 2025 Director resigned Jul 2025 · PSC register changed Jul 2025 Company no. 03894129 · Companies House landsker.co.uk
17	Jonathan Owen IEP Swansea	Approach Score 55/100	Longest in post since 2019 2 individuals hold 50%+ · independent More about this firm 31 staff · turnover est. £176k Net assets £582k (Sep 2025) Company no. 12188175 · Companies House jonathanoweniep.com
18	Watermark Financial Planning Swansea	Approach Score 53/100	We hold older figures than Companies House 1 director aged 50-54, 1 aged 45-49 · longest in post since 2009 2 individuals hold 50%+ · independent More about this firm 8 staff · turnover est. £430k Net assets £55k · newer accounts made up to Jul 2025 Company no. 06960247 · Companies House watermark-financial.co.uk
19	Crossing Point Swansea A director sits on 4 or more companies	Approach Score 50/100	2 directors aged 65-69, 1 aged 50-54 · longest in post since 2019 Corporate owner More about this firm 8 staff · turnover est. £333k Net assets £336k (Mar 2026) Company no. 08776208 · Companies House crossingpoint.co.uk
20	I Planning Wealth Management Ammanford, Carmarthenshire	Approach Score 49/100	1 director aged 70 or over, 1 aged 65-69, 1 aged under 45 · longest in post since 2010 Corporate owner More about this firm 10 staff · turnover est. £351k Net assets £202k (Nov 2025) PSC register changed Nov 2025 Company no. 07450322 · Companies House i-planning.co.uk
21	API Financial Services Swansea, West Glamorgan A director sits on 4 or more companies	Approach Score 47/100	Director aged 50-54 · in post since 2017 1 individual holds 75%+ · independent More about this firm 8 staff · turnover est. £200k Net assets -£180k (Mar 2025) Company no. 09534309 · Companies House
22	The Bunch Penclawdd, Swansea	Approach Score 43/100	Director aged 45-49 · in post since 2019 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £194k Net assets -£107k (Jun 2025) Company no. 12054587 · Companies House internationalbunch.com
23	Brilliant Money Llanelli, Carmarthenshire A director sits on 4 or more companies	Approach Score 41/100	Director aged 45-49 · in post since 2007 Independent More about this firm 5 staff · turnover est. £200k No net assets figure held · accounts made up to Mar 2026 Company no. 06140621 · Companies House brilliantmoney.co.uk
24	Hexagon Wealth Swansea	Approach Score 39/100	2 directors aged 45-49 · longest in post since 2020 Corporate owner More about this firm 11 staff · turnover est. £809k Net assets £193k (Oct 2025) Company no. 04503414 · Companies House hexagonwealth.co.uk
25	TP Admin (swansea) Gorseinon, Swansea A director sits on 4 or more companies	Approach Score 33/100	2 directors aged 50-54 · longest in post since 2024 Corporate owner More about this firm 6 staff · turnover est. £99k Net assets -£116k (Mar 2026) Company no. 15898844 · Companies House

Buy the list of all 25 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 Swansea.

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

Wales Cardiff

Related sectors

Accountancy practices Insurance brokers

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 25 firms, with director names, ages and shareholders

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