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Insurance Broking Companies in Swansea: 48 Active Firms (2026)

Insurance broking companies arrange and advise on commercial and personal cover, serving clients across Swansea and its wider city area.

Buying centres tend to sit with owner-managed businesses, local finance directors, property managers and households with more complex cover needs, rather than with national procurement teams. Engagements are usually renewal-led: fact-finding, market presentation, insurer negotiation, policy placement, claims liaison and mid-term adjustments. The Swansea cohort therefore looks closer to relationship-managed advisory work than to online distribution, with fee or commission income tied to retention and fair-value reviews. Commercial lines, personal lines and specialist schemes can sit in the same brokerage, but the operating burden is much the same: documented advice, client-money controls where held, insurer panel oversight and evidence that recommendations match customer circumstances.

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Swansea has 48 insurance broking companies actively trading, giving the city a small local-intermediary market rather than a national broking centre. Reported headcount totals 85 people, pointing to owner-managed practices and compact teams rather than large employment sites. Only 3 firms were incorporated since 2022, so new-company formation within the local cohort appears limited. No firm is above £5M in reported turnover, keeping the list away from the revenue profile used to identify the largest brokers nationally.

Authorisation is activity-specific: general insurance intermediaries, specialist market intermediaries and price-comparison sites follow the FCA route for intermediaries, with governance, financial forecasts, client-money treatment and Consumer Duty readiness examined before permissions are granted. After authorisation, supervisory attention tends to fall on fair value, commissions that reflect the service provided, oversight of appointed representatives and credible wind-down planning. BIBA is the main trade body mentioned in this context, representing brokers with the FCA and other bodies in the regulatory family.

Operating discipline appears more likely to shape the next phase than demand creation. Smaller brokers tend to win on local relationships and renewal knowledge, but Consumer Duty, fair-value testing and client-money governance raise the fixed cost of remaining authorised. That pressure may make succession planning and acquisition by regional consolidators more common, particularly where owners lack an internal handover route. New formation appears modest, while scale-up scarcity leaves the Swansea market with a long tail of advice-led practices rather than a visible pipeline of revenue-ranked challengers.

48

Active firms

2026

0

Above £5M

reported revenue

3

Since 2022

incorporations

Key facts

6% of the cohort was incorporated since 2022 (3 firms), so a sizeable share is in its first few filing cycles.

BIBA says UK brokers write £105.5bn in gross written premium across all lines of business.

BIBA reports that brokers arrange 94% of commercial lines business, making commercial placement a broker-led channel.

FCA authorisation for general insurance intermediaries covers threshold-conditions compliance, governance, financial forecasts, client-money arrangements and Consumer Duty readiness.

FCA supervisory themes for brokers include fair value, commission reflecting value provided, oversight of appointed representatives, client-money safeguarding and wind-down planning.

Top Swansea Insurance Broking companies

Company
Sales readinessHow strongly each company matches this list’s ideal-customer profile. An AI model assesses what each company does (from its website), its sector and size, and scores its overall fit 0–100. Companies are listed highest score first, so the best-fit prospects appear at the top.
Turnover
Employees
Growth (yoy)Year-on-year change in UK headcount, from filed accounts.
Financial healthComposite 0–100 score from recent XBRL filings (profitability, net assets, liquidity, cash, headcount). Bands: Strong, Healthy, Stable, Weak, Distressed.
Location

ENTERPRISE INSURANCE SERVICES (SWANSEA) LIMITED

Enterprise Insurance Services (swansea)
Insurance
13 employeesInc. 1990Llansamlet,, Swansea.CH 02490379
enterpriseinsuranceservices.com

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount21 / 100
What does ENTERPRISE INSURANCE SERVICES (SWANSEA) LIMITED do?

Provides insurance brokerage and advisory services for businesses and individuals, arranging policies such as business combined, professional indemnity, motor trade and haulage insurance, and…

Who does ENTERPRISE INSURANCE SERVICES (SWANSEA) LIMITED sell to?

Serves businesses and individuals, with emphasis on Welsh commercial clients including motor trade dealers, haulage contractors, contractors, and professional firms that provide advice or design…

Key contacts (1)
KA
Keith Albert Davies
Director
More contacts & email available
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Company vitals
UK Headcount
13
UK Revenue
£992.5kEstimate
Founded
36 years ago
Since Apr 1990
HQ
Llansamlet,, Swansea.
Financial health
79

Financial Health

Healthy

Healthy · -5% CAGR over 4y

Location

Map of Llansamlet,, Swansea.
Unit 22,Tawe Business Village,, Phoenix Way,Enterprise Park,
Llansamlet,, Swansea., SA7 9LA
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COMPARE PROPERTIES LTD

Compare My Insurances
Insurance
Inc. 2009SwanseaCH 07044042
comparemyinsurances.com

Trajectory

4y · 2022–Now

Financial sub-scores

Computed from 4 filings
Net assets81 / 100
Cash100 / 100
What does COMPARE PROPERTIES LTD do?

Acts as an insurance broker providing comparison and arrangement of business and commercial insurance policies. Offers cover such as public and employer’s liability, professional indemnity, landlord,…

Who does COMPARE PROPERTIES LTD sell to?

Sells to UK businesses and self-employed professionals seeking commercial insurance, including tradespeople, retailers, hospitality venues, manufacturers, transport firms and property owners such as…

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Company vitals
UK Headcount
0
UK Revenue
£57.7kEstimate
Founded
16 years ago
Since Oct 2009
HQ
Swansea
Financial health
88

Financial Health

Strong

Strong

Location

Map of Swansea
Compare House Charter Court, Phoenix Way
Swansea, SA7 9FS
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Essential Risk Solutions Ltd

Essential Risk Solutions
Insurance
51 employeesInc. 2010SwanseaCH 07202871
essentialrisksolutions.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount100 / 100
What does Essential Risk Solutions Ltd do?

Provides insurance brokerage services for businesses and individuals. Arranges policies including tradesman, landlord, office, hospitality, professional indemnity, motor fleet, marine cargo, travel,…

Who does Essential Risk Solutions Ltd sell to?

Serves SMEs, landlords and private clients, including retailers, hospitality venues, trades and contractors, clinics, construction firms, media businesses, manufacturers, hauliers, online traders,…

Key contacts (1)
MA
Matthew Ash
Director
More contacts & email available
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Company vitals
UK Headcount
51
UK Revenue
£946.6kEstimate
Founded
16 years ago
Since Mar 2010
HQ
Swansea
Financial health
100

Financial Health

Strong

Strong · Growing, Hiring · 162% CAGR over 4y

GrowingHiring

Location

Map of Swansea
The Hive Rear Of 75, Uplands Crescent, Uplands
Swansea, SA2 0EX
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Ucompare Insurance Services Ltd

Ucompare Insurance Services
Insurance
2 employeesInc. 2018SwanseaCH 11534174

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets81 / 100
Headcount0 / 100
Key contacts (2)
ES
Emeka Stanley Akomah-Mordi
Director
JM
Jade Marie Akomah - Mordi
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£29kEstimate
Founded
7 years ago
Since Aug 2018
HQ
Swansea
Financial health
51

Financial Health

Stable

Stable · -16% CAGR over 4y

Location

Map of Swansea
Princess House, Princess Way
Swansea, SA1 3LW
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LH Brook Protect Limited

LH Brook Protect
Insurance
Inc. 2024SwanseaCH 16051336

Trajectory

1y · 2025–Now
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Company vitals
UK Headcount
0
UK Revenue
£4.5kEstimate
Founded
1 year ago
Since Oct 2024
HQ
Swansea
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of Swansea
4-14 Pontardulais Road, Gorseinon
Swansea, SA4 4FE
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ALUNA LIFE LTD

Aluna Life
Insurance
0 employeesInc. 2014SwanseaCH 09313981

Trajectory

3y · 2022–Now

Financial sub-scores

Computed from 3 filings
Headcount0 / 100
Key contacts (1)
JB
Jay Beckton
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£84kEstimate
Founded
11 years ago
Since Nov 2014
HQ
Swansea
Financial health
0

Financial Health

Distressed

Distressed · -92% CAGR over 2y

Financial distressTechnical insolvency

Location

Map of Swansea
The Third Floor Langdon House, Langdon Road, Sa1 Swansea Waterfront
Swansea, SA1 8QY
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INSURANCE RISK CONSULTANCY SERVICES LIMITED

IRCS Insurance Brokers
Insurance
7 employeesInc. 1997Swansea, West GlamorganCH 03417790
ircs.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets36 / 100
Cash28 / 100
Headcount28 / 100
What does INSURANCE RISK CONSULTANCY SERVICES LIMITED do?

Acts as an independent commercial insurance broker, advising businesses on risk and arranging insurance cover. Compares policies from multiple insurers, obtains quotes, and places policies such as…

Who does INSURANCE RISK CONSULTANCY SERVICES LIMITED sell to?

Sells to businesses seeking commercial insurance cover, including companies wanting tailored policies and performance bonds. Serves firms locally and further afield, working directly with business…

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Company vitals
UK Headcount
7
UK Revenue
£810.7kEstimate
Founded
28 years ago
Since Aug 1997
HQ
Swansea, West Glamorgan
Financial health
32

Financial Health

Weak

Weak · -6% CAGR over 2y

Location

Map of Swansea, West Glamorgan
Castle Chambers 3rd Floor, 46 Worcester Place
Swansea, West Glamorgan, SA1 1JQ
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STIDDARD WEALTH UK LIMITED

Stiddard Wealth
Insurance
1 employeesInc. 2012SwanseaCH 07938675

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Headcount0 / 100
Key contacts (1)
RM
Robert Melville Stiddard
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£139.4kEstimate
Founded
14 years ago
Since Feb 2012
HQ
Swansea
Financial health
63

Financial Health

Healthy

Healthy · -31% CAGR over 3y

Location

Map of Swansea
17 Gloucester Place, Mumbles
Swansea, SA3 4LF
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R & H F. ADVISOR LTD

R & H F. Advisor
Insurance
Inc. 2018SwanseaCH 11342350

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets20 / 100
Cash100 / 100
Key contacts (1)
RD
Richard David George Hanney
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£8.2kEstimate
Founded
8 years ago
Since May 2018
HQ
Swansea
Financial health
50

Financial Health

Stable

Stable

Location

Map of Swansea
34 Chepstow Place, Bonymaen
Swansea, SA1 7HP
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STUART COLLINS & CO LIMITED

Stuart Collins
Insurance
5 employeesInc. 2021SwanseaCH 13243710

Trajectory

4y · 2022–Now

Financial sub-scores

Computed from 4 filings
Net assets0 / 100
Cash100 / 100
Key contacts (3)
DN
David Nicholas Barrett
Director
JE
Janet Eynon
Director
RE
Rebecca Elizabeth Owen
Director
More contacts & email available
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Company vitals
UK Headcount
5
UK Revenue
£26.2kEstimate
Founded
5 years ago
Since Mar 2021
HQ
Swansea
Financial health
38

Financial Health

Weak

Weak · 67% CAGR over 1y

Location

Map of Swansea
114 Walter Road
Swansea, SA1 5QQ
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Lewis Hullin Group Ltd

Lewis Hullin
Insurance
Inc. 2024SwanseaCH 15994437

Trajectory

1y · 2025–Now
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Company vitals
UK Headcount
0
UK Revenue
£14.9kEstimate
Founded
1 year ago
Since Oct 2024
HQ
Swansea
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of Swansea
4-14 Pontardulais Road, Gorseinon
Swansea, SA4 4FE
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BRITANNIA COMMERCIAL BROKERS LTD

Britannia Commercial Brokers
Insurance
2 employeesInc. 2015SwanseaCH 09427497

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount40 / 100
Key contacts (1)
TL
Tracy Louise Nickson
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£32.4kEstimate
Founded
11 years ago
Since Feb 2015
HQ
Swansea
Financial health
84

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

Map of Swansea
34 Maes-Y-Deri, Gowerton
Swansea, SA4 3GJ
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Thomas Financial Services Ltd

Thomas Financial Services
Insurance
1 employeesInc. 2014SwanseaCH 09011320
thomasfs.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets31 / 100
Cash100 / 100
Headcount0 / 100
Key contacts (2)
AL
Angela Lynne Warren
Director
AW
Andrew Warrand Thomas
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£32.9kEstimate
Founded
12 years ago
Since Apr 2014
HQ
Swansea
Financial health
41

Financial Health

Stable

Stable · -16% CAGR over 4y

Location

Map of Swansea
2 Hendrefoilan Avenue, Sketty
Swansea, SA2 7LY
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OLD OAK INSURANCE BROKERS LIMITED

OLD OAK Insurance Brokers
Insurance
0 employeesInc. 1970CarmarthenshireCH 00984572
oldoakinsurance.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets40 / 100
Cash61 / 100
Headcount0 / 100
What does OLD OAK INSURANCE BROKERS LIMITED do?

Provides insurance brokerage services, arranging policies for individuals and businesses. Offers cover including motor, home, commercial, hospitality, farm, travel, marine, landlord and contractor…

Who does OLD OAK INSURANCE BROKERS LIMITED sell to?

Serves consumers and businesses in West Wales and beyond, including homeowners, motorists, travellers, farmers, landlords, hospitality operators, contractors, marine craft owners and commercial…

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Company vitals
UK Headcount
0
UK Revenue
£831.6kEstimate
Founded
55 years ago
Since Jul 1970
HQ
Carmarthenshire
Financial health
35

Financial Health

Weak

Weak · -69% CAGR over 4y

Location

Map of Carmarthenshire
50 Lammas Street, Carmarthen
Carmarthenshire, SA31 3AL
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J L Insurance Solutions Ltd

JCL Insurance
Insurance
1 employeesInc. 2020Ammanford, CarmarthenshireCH 12528443
jcl-insurance.com

Trajectory

4y · 2021–Now

Financial sub-scores

Computed from 4 filings
Net assets100 / 100
Cash100 / 100
Headcount40 / 100
What does J L Insurance Solutions Ltd do?

Provides insurance brokerage services, advising clients and arranging policies including commercial, agricultural, equestrian, motor, property and high‑value personal insurance. Sources quotes from…

Who does J L Insurance Solutions Ltd sell to?

Serves businesses and private clients, including farms, equestrian centres and professionals, contractors, motor trade firms, property owners, offices, surgeries, high-net-worth homeowners,…

Key contacts (1)
JJ
Jessica Justine Llewelyn
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£13kEstimate
Founded
6 years ago
Since Mar 2020
HQ
Ammanford, Carmarthenshire
Financial health
84

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

Map of Ammanford, Carmarthenshire
12 Highfield Road, Twyn
Ammanford, Carmarthenshire, SA18 1JL
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RICHARD KEEN (INSURANCE BROKERS) LTD

Keen Insurance
InsuranceWealth Management
14 employeesInc. 1978NeathCH 01400374
keeninsurance.co.uk

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets66 / 100
Cash92 / 100
Headcount28 / 100
What does RICHARD KEEN (INSURANCE BROKERS) LTD do?

Provides insurance brokerage services for businesses and individuals, including commercial, motor, property and specialist cover. Also offers independent financial advice on investments, pensions,…

Who does RICHARD KEEN (INSURANCE BROKERS) LTD sell to?

Serves businesses and individuals, including manufacturers, contractors, distributors, fleet operators, property owners, retailers, charities, care providers, entertainers, bowling clubs, homeowners…

Key contacts (2)
DL
Dawn Lorrain Rattenbury
Director
GR
Gareth Richard Keen
Director
More contacts & email available
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Company vitals
UK Headcount
14
UK Revenue
£873.8kEstimate
Founded
47 years ago
Since Nov 1978
HQ
Neath
Financial health
62

Financial Health

Healthy

Healthy · -3% CAGR over 4y

Location

Map of Neath
Security House, 48 The Parade
Neath, SA11 1RN
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PAUL RODRIGUEZ WEALTH MANAGEMENT LTD

Paul Rodriguez Wealth Management
Insurance
3 employeesInc. 2015LlanelliCH 09693094
paularodriguez.co.uk

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Headcount40 / 100
Key contacts (1)
PA
Paul Antony Rodriguez
Director
More contacts & email available
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Company vitals
UK Headcount
3
UK Revenue
£67kEstimate
Founded
10 years ago
Since Jul 2015
HQ
Llanelli
Financial health
15

Financial Health

Distressed

Distressed · 0% CAGR over 4y

Financial distressTechnical insolvency

Location

Map of Llanelli
24 Fronhaul, Swiss Valley
Llanelli, SA14 8LF
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Craig Insurance Services Limited

Craig Insurance Services
Insurance
1 employeesInc. 1998AmmanfordCH 03652932

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets39 / 100
Key contacts (1)
NA
Nicola Adrianna Murphy
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£29.5kEstimate
Founded
27 years ago
Since Oct 1998
HQ
Ammanford
Financial health
39

Financial Health

Weak

Weak

Location

Map of Ammanford
Nant Y Brithyll, Derwydd Road
Ammanford, SA18 2LX
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SWW COMMERCIAL FINANCE LIMITED

SWW Commercial Finance
Insurance
0 employeesInc. 2013Llanelli, CarmarthenshireCH 08624898

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets20 / 100
Headcount0 / 100
Key contacts (2)
NL
Nicole Louise Rudall-Payne
Director
LA
Laurence Andrew Payne
Director
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Company vitals
UK Headcount
0
UK Revenue
£16.2kEstimate
Founded
12 years ago
Since Jul 2013
HQ
Llanelli, Carmarthenshire
Financial health
13

Financial Health

Distressed

Distressed · -68% CAGR over 4y

Financial distress

Location

Map of Llanelli, Carmarthenshire
74 Pant Bryn Isaf, Llwynhendy
Llanelli, Carmarthenshire, SA14 9EQ
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R10 Financial LTD

R10 Financial
InsuranceManagement Consulting
Inc. 2020CarmarthenCH 12795467

Trajectory

4y · 2021–Now

Financial sub-scores

Computed from 4 filings
Net assets78 / 100
Cash0 / 100
Headcount0 / 100
Key contacts (1)
RI
Richard Ian Owen
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£5.6kEstimate
Founded
5 years ago
Since Aug 2020
HQ
Carmarthen
Financial health
36

Financial Health

Weak

Weak

Location

Map of Carmarthen
58 Water Street
Carmarthen, SA31 1RH
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BSZI LIMITED

A to Z Insurance Services
Insurance
10 employeesInc. 2019LlanelliCH 12238026
atoz-ins.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash0 / 100
What does BSZI LIMITED do?

Provides insurance brokerage services for businesses and individuals, arranging policies such as shop, property, landlord, motor fleet, taxi, van, home, car and private medical insurance through a…

Who does BSZI LIMITED sell to?

Serves SMEs, trades, shops, pubs, restaurants, offices, taxi and fleet operators, landlords and property owners, alongside consumers seeking home, car, van or private medical cover.

More contacts & email available
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Company vitals
UK Headcount
10
UK Revenue
£237.9kEstimate
Founded
6 years ago
Since Oct 2019
HQ
Llanelli
Financial health
63

Financial Health

Healthy

Healthy · 4% CAGR over 3y

Location

Map of Llanelli
15 West End
Llanelli, SA15 3DN
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PUFFIN GROUP UK LTD

Puffin Insurance
Insurance
7 employeesInc. 2015Whitland, DyfedCH 09545476
puffininsurance.com

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Cash65 / 100
Headcount90 / 100
What does PUFFIN GROUP UK LTD do?

Provides travel and pet insurance policies for individuals, including single‑trip and annual travel cover and lifetime or maximum benefit pet insurance for dogs and cats. Offers online quotes, policy…

Who does PUFFIN GROUP UK LTD sell to?

Sells to individual consumers planning holidays and pet owners with dogs or cats, including travellers seeking single-trip or annual cover and owners comparing lifetime or maximum-benefit pet…

Key contacts (2)
JN
James Nolan Clarke
Director
GZ
Gayle Zoe Spence
Director
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Company vitals
UK Headcount
7
UK Revenue
£3.6mEstimate
Founded
11 years ago
Since Apr 2015
HQ
Whitland, Dyfed
Financial health
78

Financial Health

Healthy

Healthy · Hiring · 18% CAGR over 2y

Hiring

Location

Map of Whitland, Dyfed
Yelverton House, St. John Street
Whitland, Dyfed, SA34 0AW
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Just Financial Services (Wales) Ltd

Just Financial Services (wales)
Corporate BankingInsurance
2 employeesInc. 2007LlanelliCH 06374383

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets38 / 100
Headcount11 / 100
Key contacts (1)
NP
Neil Peter Rees
Director
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Company vitals
UK Headcount
2
UK Revenue
£71.8kEstimate
Founded
18 years ago
Since Sep 2007
HQ
Llanelli
Financial health
28

Financial Health

Weak

Weak · -10% CAGR over 4y

Location

Map of Llanelli
53 Llys Westfa
Llanelli, SA14 8DG
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ALEXANDER FINANCIAL MANAGEMENT LTD

Alexander Financial Management
Wealth ManagementInsuranceReal Estate & Property
1 employeesInc. 2011Llanelli, CarmarthenshireCH 07777428
cafinancial.co.uk

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Cash0 / 100
Headcount40 / 100
Key contacts (1)
GA
Glenn Alexander Lewis
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£5.7kEstimate
Founded
14 years ago
Since Sep 2011
HQ
Llanelli, Carmarthenshire
Financial health
11

Financial Health

Distressed

Distressed · 0% CAGR over 4y

Financial distressTechnical insolvency

Location

Map of Llanelli, Carmarthenshire
36 Heol Goffa
Llanelli, Carmarthenshire, SA15 3NB
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DERWEN FINANCIAL PLANNING LIMITED

Derwen Financial Planning
Insurance
0 employeesInc. 2017CarmarthenCH 10841100

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash41 / 100
Headcount0 / 100
Key contacts (1)
GL
Garry Lee Penfold
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£51kEstimate
Founded
8 years ago
Since Jun 2017
HQ
Carmarthen
Financial health
57

Financial Health

Stable

Stable · -65% CAGR over 4y

Location

Map of Carmarthen
105 Lammas Street
Carmarthen, SA31 3AP
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Appoint Direct Limited

Appoint Direct
Insurance
Inc. 2012Neath, West GlamorganCH 08010889
directappointments.com

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets14 / 100
Cash22 / 100
Headcount0 / 100
Key contacts (1)
MJ
Martyn John Bevan
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£36.1kEstimate
Founded
14 years ago
Since Mar 2012
HQ
Neath, West Glamorgan
Financial health
12

Financial Health

Distressed

Distressed

Financial distress

Location

Map of Neath, West Glamorgan
7 Alexander Crescent
Neath, West Glamorgan, SA10 8EB
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L J TAFFETSAUFFER WEALTH MANAGEMENT LIMITED

L J Taffetsauffer Wealth Management
Insurance
3 employeesInc. 2017Llanelli, CarmarthenshireCH 10980250

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Headcount100 / 100
Key contacts (2)
KK
Katrin Koal
Director
LT
Luke Taffetsauffer
Director
More contacts & email available
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Company vitals
UK Headcount
3
UK Revenue
£87.3kEstimate
Founded
8 years ago
Since Sep 2017
HQ
Llanelli, Carmarthenshire
Financial health
38

Financial Health

Weak

Weak · Hiring · 11% CAGR over 4y

Hiring

Location

Map of Llanelli, Carmarthenshire
29 Stepney Road
Llanelli, Carmarthenshire, SA15 4AA
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INSTINCT IRM LIMITED

Instinct IRM
Insurance
1 employeesInc. 2020LlanelliCH 12920725

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings
Net assets40 / 100
Headcount40 / 100
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£25.5kEstimate
Founded
5 years ago
Since Oct 2020
HQ
Llanelli
Financial health
40

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Map of Llanelli
15 West End
Llanelli, SA15 3DN
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Considerate Financial Limited

Considerate Financial
Insurance
2 employeesInc. 2015NeathCH 09692676

Trajectory

3y · 2022–Now

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
Headcount40 / 100
Key contacts (1)
LA
Lorna Anne Barrett
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£51.4kEstimate
Founded
10 years ago
Since Jul 2015
HQ
Neath
Financial health
78

Financial Health

Healthy

Healthy · 0% CAGR over 2y

Location

Map of Neath
C/O Daniel Perrin & Co Limited 9 Stanley Place, Cadoxton
Neath, SA10 8BE
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Andrew M Williams Wealth Management Ltd

Andrew M Williams Wealth Management
Insurance
4 employeesInc. 2012Llanelli, CarmarthenshireCH 08073936

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets74 / 100
Headcount83 / 100
Key contacts (2)
SO
Sarah Olivia Williams
Director
AM
Andrew Marc Williams
Director
More contacts & email available
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Company vitals
UK Headcount
4
UK Revenue
£382.5kEstimate
Founded
14 years ago
Since May 2012
HQ
Llanelli, Carmarthenshire
Financial health
77

Financial Health

Healthy

Healthy · Hiring · 7% CAGR over 4y

Hiring

Location

Map of Llanelli, Carmarthenshire
42 Aber Llwchwr, Llangennech
Llanelli, Carmarthenshire, SA14 8AH
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PRIME FINANCIAL SOLUTIONS AND MORTGAGES LIMITED

Prime Financial Solutions and Mortgages
Insurance
0 employeesInc. 2017NeathCH 10947837
primefinancialsolutions.co.uk

Trajectory

4y · 2022–Now

Financial sub-scores

Computed from 4 filings
Net assets100 / 100
Cash100 / 100
Headcount0 / 100
More contacts & email available
Unlock
Company vitals
UK Headcount
0
UK Revenue
£65.3kEstimate
Founded
8 years ago
Since Sep 2017
HQ
Neath
Financial health
73

Financial Health

Healthy

Healthy · -69% CAGR over 3y

Location

Map of Neath
1 Charlesville Place
Neath, SA11 1PY
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MARLINGHAM LIMITED

Marlingham
Corporate BankingInsurance
2 employeesInc. 1993Carmarthen, DyfedCH 02783420
marlingham.com

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets68 / 100
Headcount40 / 100
More contacts & email available
Unlock
Company vitals
UK Headcount
2
UK Revenue
£26kEstimate
Founded
33 years ago
Since Jan 1993
HQ
Carmarthen, Dyfed
Financial health
58

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Map of Carmarthen, Dyfed
Gwarcwm, Alltwalis
Carmarthen, Dyfed, SA32 7EE
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How Swansea Insurance Broking companies work and how to sell to them

What they do

Revenue usually comes from commission on placed premiums, explicit broker fees, renewal administration charges and, for some books, claims-handling or risk-advisory work. The sale is a managed service rather than a one-off product: brokers gather facts, test cover options with insurers, explain exclusions and keep the file current through mid-term changes. Personal lines may be low-ticket and repeatable, while commercial and specialist schemes justify more adviser time because cover, excesses and claims history need judgement. Retention matters because the economics compound around annual renewals, cross-sell across covers and low-cost referrals from accountants, landlords and local business networks.

Who they sell to

Most Swansea insurance brokers sell to owner-managed firms, local finance directors, property managers and households that want advice rather than a self-serve quote. Commercial buying is usually led by the owner, finance lead or operations manager, with the broker acting as translator between business risk and insurer appetite. Sales cycles tend to follow renewal dates, so timing matters more than broad prospecting volume. Smaller policies may close through direct contact or referral, while larger or specialist placements involve market presentations, insurer negotiation and evidence of why a recommended policy fits the client’s circumstances.

What they buy

Most insurance broking firms tend to spend on tools and services that reduce renewal admin, improve file evidence and keep client contact orderly. Relevant categories include CRM, broker management systems, policy administration, document management, e-signature, call recording, compliance monitoring, client-money accounting, claims workflow, analytics and secure client portals. They also buy professional services around FCA permissions, audits, accounting, legal terms, recruitment, training and succession planning. Infrastructure spend is usually practical rather than speculative: cloud hosting, cyber security, backup, telephony and website maintenance need to work with a small team and a regulated paper trail.

Why and how to sell to them

Insurance broking buyers tend to evaluate suppliers when renewal workload rises, an FCA review exposes weak documentation, client-money processes become harder to evidence, or an owner starts planning sale or succession. Other triggers include hiring advisers, adding a specialist scheme, changing insurer panels, taking on appointed-representative oversight or absorbing a book of business. Outbound messages usually land better when they connect to a specific operating burden: fewer missed renewal actions, cleaner advice records, easier fair-value evidence, faster claims updates or less manual reconciliation. Claims about growth alone are less persuasive than proof that the service reduces regulatory and administrative drag.

How this list is built

Methodology

Data sources

This list is built from UK Companies House filings, XBRL accounts data, and semantic analysis of each company's public website. Revenue and headcount figures come from the most recent filed accounts; where the company has not filed, values are estimated using a model trained on filed history and peer benchmarks and are labelled as estimates.

Classification

Rather than relying solely on SIC codes, Firmbase classifies each company semantically: the company's website is crawled, an AI model reads what the company actually sells, and the company is placed into the relevant industry and subsectors. SIC codes are used as one signal but not the only one. This means a company that registered under a generic SIC code but pivoted into (for example) fintech is correctly identified as fintech, not as its original SIC category.

Freshness

The underlying company data is refreshed from Companies House continuously; filings appear in the list within days of submission. The curated list ordering is regenerated when the underlying data moves meaningfully (company count changes by more than 5%, a new company enters the top-ranked segment, or the filed-revenue numbers for the top firms change). You can see the last-updated timestamp near the top of the page.

Also in Swansea

Related directories

Frequently asked questions

How many insurance broking companies are there in Swansea?
Around 48 actively-trading insurance broking companies are registered in Swansea. Of those, 0 report turnover above £5M in their most recent filed accounts. This Swansea list covers companies across the wider Swansea travel-to-work area, including surrounding towns — not just the Swansea local-authority boundary.
What counts as a insurance broking company in this list?
A company is included when its public website and filed activity descriptions indicate it sells insurance broking products or services as its primary business — not just because of the SIC code it picked at incorporation. Each company is tagged via semantic analysis of its website content; SIC codes are used as supporting signal, not the sole gate.
Which are the largest insurance broking companies in Swansea?
The list is ranked by a sales-readiness score — built from trading signals, financial health and growth rather than raw turnover — so the most actionable insurance broking companies in Swansea appear at the top of the table. Larger firms often still rank highly, because that score rewards genuine trading scale, but the order reflects sales-readiness, not turnover alone. About 0 of the 48 actively-trading firms report turnover above £5M in their most recent accounts; subsidiaries that file consolidated worldwide accounts are excluded so the figures stay comparable across UK filers.
What do insurance broking companies in Swansea actually do?
Revenue usually comes from commission on placed premiums, explicit broker fees, renewal administration charges and, for some books, claims-handling or risk-advisory work. The sale is a managed service rather than a one-off product: brokers gather facts, test cover options with insurers, explain exclusions and keep the file current through mid-term changes. Personal lines may be low-ticket and repeatable, while commercial and specialist schemes justify more adviser time because cover, excesses and claims history need judgement. Retention matters because the economics compound around annual renewals, cross-sell across covers and low-cost referrals from accountants, landlords and local business networks.
How does Swansea insurance broking compare internationally?
Cross-border comparisons of insurance broking populations are tricky because every country defines the sector slightly differently and reports financials on different cadences. We focus this list on firms that file UK statutory accounts so the figures are comparable; international peer breakdowns aren't bundled here.
How is this list built and how fresh is the data?
The list is rebuilt from Companies House dump data, XBRL filings, and a website analysis pass over each company's public site. Companies with consolidated group accounts (worldwide rather than UK-only revenue) are excluded so the figures stay UK-specific. The page's last-updated date is shown at the top.
How big are the typical insurance broking companies in Swansea?
Company sizes in this list vary widely. The median actively-trading insurance broking firm employs around 2 people, and median UK turnover across the list is roughly £55k in the most recent filed accounts.
Are these mostly new or established insurance broking companies?
3 of the 48 actively-trading insurance broking companies in this list were incorporated since 2022; the remainder were incorporated before then, so the Swansea list mixes recent entrants with longer-established firms.
What SIC codes does this use?
Rather than relying solely on SIC codes, we build a semantic understanding of what each company actually does by scraping its website and analysing it with AI. This means a company is included based on what it sells, not what SIC code it picked at incorporation. SIC codes are used as a signal but not the primary classification.
What buying signals should I look for?
The strongest signals for B2B outbound are recent leadership changes (new CFO/CRO), rapid headcount growth, revenue-band changes, and web-stack changes. Firmbase tracks all of these automatically.

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