Wealth managers and IFAs to acquire in Wales

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

Updated 9 November 2026

Looking to acquire a wealth manager or IFA in Wales? Firmbase ranks 96 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 15 years. Looking beyond Wales? Explore the full UK list of wealth managers and IFAs.

Firms

UK 3,337

25%

Every director 55+

UK 25%

28%

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

Towns with the most firms

Cardiff 38 firms
Swansea 25 firms

The first 25 firms, in Approach Score order

Rank	Firm	Approach Score	The facts behind the score
1	NTM Cardiff A director sits on 4 or more companies	Approach Score 84/100	Director aged 60-64 · in post since 2012 1 individual holds 75%+ · independent More about this firm 5 staff · turnover est. £468k Net assets £336k (Feb 2025) Company no. 08112623 · Companies House ntmfs.co.uk
2	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
3	2020 Home Loans Chester	Approach Score 80/100	Director aged 55-59 · in post since 2000 1 individual holds 75%+ · independent More about this firm 14 staff · turnover est. £537k Net assets £224k (Mar 2026) Company no. 04094260 · Companies House theselectpartnership.co.uk/mortgage-secured-loans
4	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
5	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
6	Burley FOX Cardiff	Approach Score 79/100	Longest in post since 2013 2 individuals hold 50%+ · independent More about this firm 11 staff · turnover est. £674k Net assets £125k (Apr 2025) Charge satisfied May 2026 Company no. 08644340 · Companies House burleyfox.com
7	Laurel Court Associates MID Glamorgan	Approach Score 78/100	1 director aged 70 or over, 1 aged 65-69 · longest in post since 2000 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover est. £471k Net assets £279k (Mar 2025) Company no. 04075881 · Companies House laurelcourt.co.uk
8	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
9	Demand LED Pontypool, Torfaen	Approach Score 74/100	We hold older figures than Companies House Director aged 65-69 · in post since 2004 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £214k Net assets £61k (Jun 2020) · newer accounts made up to Mar 2025 Company no. 05122598 · Companies House
10	Parkmore Financial Services Cardiff	Approach Score 73/100	2 directors aged 55-59 · longest in post since 2018 1 individual holds 75%+ · independent More about this firm 6 staff · turnover est. £72k Net assets £201k (Mar 2026) PSC register changed Sep 2026 Company no. 11305633 · Companies House
11	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
12	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
13	HawkinsThomas Wealth Cardiff	Approach Score 72/100	Longest in post since 2014 2 individuals hold 50%+ · independent More about this firm 10 staff · turnover est. £772k Net assets £333k (Dec 2025) Company no. 09355910 · Companies House hawkinsthomas.co.uk
14	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
15	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
16	Lawrence Miller Cwmbran, Torfaen A director sits on 4 or more companies	Approach Score 69/100	We hold older figures than Companies House 1 director aged 60-64, 1 aged 45-49 · longest in post since 2010 2 individuals hold 75%+ · independent More about this firm 5 staff · turnover est. £314k Net assets £87k · newer accounts made up to Mar 2026 Company no. 07193448 · Companies House lawrencemiller.co.uk
17	Commodore Finance Prestatyn, Denbighshire	Approach Score 69/100	1 director aged 65-69, 1 aged 45-49 · longest in post since 2006 2 individuals hold 50%+ · independent More about this firm 5 staff · turnover £135k Net assets £35k (Sep 2025) Company no. 05924654 · Companies House commodorefinance.co.uk
18	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
19	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
20	Insurance Services Wales Merthyr Tydfil	Approach Score 67/100	2 directors aged 55-59 · longest in post since 2001 2 individuals hold 50%+ · held via a trust or firm · independent More about this firm 6 staff · turnover est. £101k Net assets £12k (May 2026) Company no. 02989714 · Companies House insuranceserviceswales.co.uk
21	JWA Financial Planning Cardiff	Approach Score 67/100	1 director aged 70 or over, 1 aged 45-49 · longest in post since 2016 Corporate owner More about this firm 6 staff · turnover est. £584k Net assets £219k (Mar 2026) Company no. 10093080 · Companies House jwafinance.co.uk
22	EST Cardiff A director sits on 4 or more companies	Approach Score 66/100	1 director aged 50-54, 1 aged under 45 · longest in post since 2015 1 individual holds 75%+ · independent More about this firm 7 staff · turnover est. £449k Net assets £142k (Dec 2025) Company no. 09907215 · Companies House est-group.co.uk
23	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
24	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
25	PCS 26 Conwy A director sits on 4 or more companies	Approach Score 65/100	Director aged 55-59 · in post since 2024 2 individuals hold 50%+ · independent More about this firm 45 staff · turnover est. £1.2m Net assets £204 (Apr 2025) Company no. 05221705 · Companies House

71 more firms are in the list, in Approach Score order.

You're seeing the first 25. Buy all 96 for £799 + VAT, with the facts behind each score, director names, shareholders and financials.

Buy the list of all 96 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 Wales.

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

UK Cardiff Swansea East Midlands East of England London North East North West Northern Ireland Scotland South East South West West Midlands Yorkshire and The Humber

Related sectors

Accountancy practices Insurance brokers

The standard Firmbase list

Wealth Management Companies in the UK

Buy the list of all 96 firms, with director names, ages and shareholders

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