Turn this list into pipeline.

Pensions Companies in Leeds: 70 Active Firms (2026)

Pensions companies in Leeds administer retirement savings, workplace schemes and advice-led pension services across the surrounding metropolitan area.

Buying centres tend to sit with employer finance teams, trustee boards, HR functions and professional advisers rather than general consumers alone. Engagements are often service-led: administration, retirement planning, scheme governance and advisory work, usually sold on trust, compliance comfort and continuity of relationship. The Leeds cohort appears oriented towards small and mid-sized clients, with a practical mix of workplace pension support, individual retirement advice and intermediary-facing consultancy. Sales cycles are likely to be slower than in transactional financial services, because buyers need evidence of process discipline, record-keeping and suitability before moving sensitive pension responsibilities.

Read more

Leeds has 70 actively trading pensions firms in this list, giving the city a modest but visible retirement-services base within West Yorkshire. Reported headcount totals 361 people, which points to a market made up mainly of owner-managed advisers, small administration teams and specialist consultancies rather than large-volume operators. The employment footprint is therefore distributed across many relatively small firms, with capacity likely to sit in client servicing, scheme support, administration and regulated advice rather than large centralised processing functions.

Workplace pension work sits in a rules-heavy operating context, even where firms are small. Employers and trustees expect accurate contribution handling, clear member communications, auditable decision trails and careful treatment of retirement advice. Individual client work adds suitability, disclosure and complaints risk, while intermediary-facing consultancy depends on evidence that processes can stand up to external review. For Leeds firms, market structure is likely to favour repeat advisory relationships and long account tenures, because pension administration is difficult for clients to replace casually once records, scheme knowledge and adviser relationships have built up.

Consolidation appears more likely than a sudden wave of new scale operators. The cohort has the shape of a service market where reputation, compliance discipline and continuity matter more than brand reach. Smaller advisers and administrators may remain viable where they hold close employer or trustee relationships, but succession planning and operating-cost pressure tend to push some work towards larger advisory groups and administration platforms. Newer entrants are likely to find room in specialist advice, scheme governance and niche consultancy, though gaining trust in pensions usually takes time. The Leeds market therefore looks steady, local and relationship-led rather than expansionary in a speculative sense.

70

Active firms

2026

5

New incorporations

since 2022

0

Above £5M

revenue band

Key facts

7% of the cohort was incorporated since 2022 (5 firms), so a sizeable share is in its first few filing cycles.

Leeds pensions firms sit in the operating layer of UK long-term savings, covering scheme administration, workplace pension support and advice-led services.

The local market serves employers and individual savers across the surrounding metropolitan area, rather than only national buying centres.

Buyer demand appears split between outsourced administration, workplace pension support and advice-led retirement planning.

Some pensions specialists operate alongside wider professional-services models, so procurement can overlap with accountancy, employee benefits and financial-planning workflows.

Top Leeds pensions 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

WORKPLACE PENSIONS DIRECT LIMITED

WPD Pensions And Payroll
Accounting & AuditWealth Management
4 employeesInc. 2013Wakefield, West YorkshireCH 08595563
wpdgroup.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets83 / 100
Headcount11 / 100
What does WORKPLACE PENSIONS DIRECT LIMITED do?

Provides workplace pension consultancy, salary sacrifice scheme design and implementation, auto‑enrolment compliance support, and pension administration for employers. Also delivers outsourced…

Who does WORKPLACE PENSIONS DIRECT LIMITED sell to?

Serves UK SMEs and international employers with UK-based staff, plus accountants, solicitors, financial advisers and HR professionals supporting employer clients.

Key contacts (1)
MR
Michael Richard Huber
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
4
UK Revenue
£242.3kEstimate
Founded
12 years ago
Since Jul 2013
HQ
Wakefield, West Yorkshire
Financial health
56

Financial Health

Stable

Stable · -10% CAGR over 4y

Location

Map of Wakefield, West Yorkshire
Unit 8 Paragon Business Park, Red Hall Court
Wakefield, West Yorkshire, WF1 2UY
Open in maps

CORPORATE PENSIONS ADMINISTRATION LIMITED

Corpad Employee Benefits
Wealth ManagementInsuranceManagement Consulting
0 employeesInc. 2007Leeds, West YorkshireCH 06140564
corpademployeebenefits.com/contact-us

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Cash97 / 100
Headcount0 / 100
What does CORPORATE PENSIONS ADMINISTRATION LIMITED do?

Provides pension scheme administration and consultancy services, along with employee benefits advisory. Designs and reviews employee benefit programmes including flexible benefits, lifestyle…

Who does CORPORATE PENSIONS ADMINISTRATION LIMITED sell to?

Serves UK employers and HR or finance leaders seeking employee benefits, pension scheme consultancy, flexible benefits, healthcare, protection and wellbeing support for their workforce.

Key contacts (1)
RT
Robert Trevor Best
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
0
UK Revenue
£1.3mEstimate
Founded
19 years ago
Since Mar 2007
HQ
Leeds, West Yorkshire
Financial health
26

Financial Health

Weak

Weak · -66% CAGR over 4y

Financial distressTechnical insolvency

Location

Map of Leeds, West Yorkshire
Unit 4, Antler Complex Bruntcliffe Way, Morley
Leeds, West Yorkshire, LS27 0JG
Open in maps

I.P.M SSAS Administration Limited

IPM Pensions
Wealth Management
7 employeesInc. 2003Leeds, YorkshireCH 04867920
ipm-pensions.co.uk/sipp-or-ssas-what-you-and-your-clients-need-to-know

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
Cash100 / 100
Headcount40 / 100
What does I.P.M SSAS Administration Limited do?

Provides administration and operation of self‑invested personal pension (SIPP) schemes and small self‑administered schemes (SSAS), supporting advisers and clients with pension setup, regulatory…

Who does I.P.M SSAS Administration Limited sell to?

Serves financial advisers and their clients, including business owners, directors and individuals looking for self-invested pension options with commercial property or flexible investment needs.

More contacts & email available
Unlock
Company vitals
UK Headcount
7
UK Revenue
£462kEstimate
Founded
22 years ago
Since Aug 2003
HQ
Leeds, Yorkshire
Financial health
84

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

Map of Leeds, Yorkshire
3 Victoria Court, Bank Square Morley
Leeds, Yorkshire, LS27 9SE
Open in maps

I.P.M Pensioneer Trustees Limited

IPM
Wealth ManagementInsurance
Inc. 1992Leeds, West YorkshireCH 02726477
ipm-pensions.co.uk

Trajectory

3y · 2023–Now
What does I.P.M Pensioneer Trustees Limited do?

Provides administration of bespoke self‑invested personal pensions (SIPPs) for financial advisers and their clients, enabling flexible pension investment including commercial property purchases.…

Who does I.P.M Pensioneer Trustees Limited sell to?

Serves financial advisers and wealth planners seeking SIPP providers for individual clients, especially cases involving commercial property, flexible investments and non-standard pension planning.

More contacts & email available
Unlock
Company vitals
UK Headcount
0
UK Revenue
£20.3kEstimate
Founded
33 years ago
Since Jun 1992
HQ
Leeds, West Yorkshire
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of Leeds, West Yorkshire
3 Victoria Court, Bank Square, Morley
Leeds, West Yorkshire, LS27 9SE
Open in maps

Henderson Employee Benefits Limited

HEB Wealth and Employee Benefits
Wealth ManagementInsurance
13 employeesInc. 1966LeedsCH 00889002
heb.uk.com

Trajectory

4y · 2023–Now

Financial sub-scores

Computed from 4 filings
Cash100 / 100
Headcount67 / 100
What does Henderson Employee Benefits Limited do?

Provides financial planning and employee benefits advisory services, including pension auto‑enrolment support, investment and retirement planning, inheritance tax and pension tax advice, business…

Who does Henderson Employee Benefits Limited sell to?

Serves both private clients seeking financial planning and employers needing employee benefits support, including business owners, executives, and organisations managing pensions, auto-enrolment,…

Key contacts (1)
SC
Stephen Charles McDermott
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
13
UK Revenue
£952.9kEstimate
Founded
59 years ago
Since Oct 1966
HQ
Leeds
Financial health
84

Financial Health

Strong

Strong · Hiring · 6% CAGR over 3y

Hiring

Location

Map of Leeds
No.2, The Bourse
Leeds, LS1 5DE
Open in maps

Clayton Holmes Naisbitt Financial Administration LLP

CHN Financial Consultancy
Wealth ManagementInsurance
Inc. 2013Leeds, West YorkshireCH OC382073
chnfc.co.uk

Trajectory

3y · 2023–Now
What does Clayton Holmes Naisbitt Financial Administration LLP do?

Provides independent financial advice and planning for individuals and businesses, including investment management, retirement and pension planning, tax and estate planning, mortgages, insurance…

Who does Clayton Holmes Naisbitt Financial Administration LLP sell to?

Serves private individuals, families, business owners and corporate clients seeking support with personal wealth, workplace pensions, employee benefits, protection and succession planning.

More contacts & email available
Unlock
Company vitals
UK Headcount
0
UK Revenue
£0Estimate
Founded
13 years ago
Since Jan 2013
HQ
Leeds, West Yorkshire
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of Leeds, West Yorkshire
Chn House 1 John Charles Way, Gelderd Road
Leeds, West Yorkshire, LS12 6QA
Open in maps

Lazenbys Financial Services Limited

Lazenbys Financial Services
Wealth ManagementInsuranceAsset Management
5 employeesInc. 2012LeedsCH 08241393
lazenbysfs.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets39 / 100
Cash100 / 100
Headcount75 / 100
What does Lazenbys Financial Services Limited do?

Provides independent financial advice and planning services, including pension consolidation and retirement planning, investment and asset management, estate and inheritance tax planning, and…

Who does Lazenbys Financial Services Limited sell to?

Serves individuals, families and business owners in Leeds/Yorkshire seeking independent financial advice, especially people planning retirement, managing pensions or investments, and arranging…

Key contacts (2)
DM
Delia Marie Lazenby
Director
AL
Alan Lazenby
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
5
UK Revenue
£96.4kEstimate
Founded
13 years ago
Since Oct 2012
HQ
Leeds
Financial health
66

Financial Health

Healthy

Healthy · Hiring · 6% CAGR over 4y

Hiring

Location

Map of Leeds
First Floor, Stable Mews Beechwood Estate, Roundhay
Leeds, LS8 2LQ
Open in maps

Brook-Dobson Brear Limited

Brook-Dobson Brear
Wealth Management
Inc. 2006LeedsCH 05674756
attivo.co.uk/brook-dobson-brear

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets0 / 100
Cash7 / 100
Headcount0 / 100
What does Brook-Dobson Brear Limited do?

Provides independent financial planning and advisory services for individuals and businesses, including investment management, retirement and tax planning, estate planning, mortgages, insurance…

Who does Brook-Dobson Brear Limited sell to?

Serves private clients and first-time buyers, plus business owners and employers across the UK seeking personal financial advice, corporate planning, employee benefits, pensions and protection.

Key contacts (1)
AS
Andrew Spencer Brook-Dobson
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
0
UK Revenue
£584.3kEstimate
Founded
20 years ago
Since Jan 2006
HQ
Leeds
Financial health
2

Financial Health

Distressed

Distressed

Financial distress

Location

Map of Leeds
Richmond House Lawnswood Business Park, Redvers Close
Leeds, LS16 6QY
Open in maps

SMG F.S Limited

SMG F.S
Wealth Management
15 employeesInc. 1982Leeds, West YorkshireCH 01670009
smgfs.com

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets7 / 100
Cash54 / 100
Headcount75 / 100
What does SMG F.S Limited do?

Provides independent financial advice to individuals and businesses, including retirement planning, pensions, mortgages, lump‑sum investments, employee benefits and financial protection. Assesses…

Who does SMG F.S Limited sell to?

Serves individual consumers and corporate clients seeking independent financial advice, including households planning retirement or mortgages and employers needing pensions, employee benefits or…

More contacts & email available
Unlock
Company vitals
UK Headcount
15
UK Revenue
£779.7kEstimate
Founded
43 years ago
Since Oct 1982
HQ
Leeds, West Yorkshire
Financial health
38

Financial Health

Weak

Weak · Hiring · 12% CAGR over 2y

Hiring

Location

Map of Leeds, West Yorkshire
6a Harewood Yard, Harewood
Leeds, West Yorkshire, LS17 9LF
Open in maps

E L WATSON FINANCIAL PLANNING LIMITED

Watson FP
Wealth Management
21 employeesInc. 2005Leeds, West YorkshireCH 05383444
watsonfp.com

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Cash88 / 100
Headcount100 / 100
What does E L WATSON FINANCIAL PLANNING LIMITED do?

Provides financial planning and advisory services to individuals and businesses, including pensions advice, savings and investment planning, tax planning, protection insurance, estate planning and…

Who does E L WATSON FINANCIAL PLANNING LIMITED sell to?

Serves UK-based private individuals and business owners/employers, including clients planning pensions, investments, tax, protection, estates and employee benefits.

Key contacts (2)
RJ
Russell James Peaker
Director
JD
Jonathan Darnton Wade
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
21
UK Revenue
£576.6kEstimate
Founded
21 years ago
Since Mar 2005
HQ
Leeds, West Yorkshire
Financial health
94

Financial Health

Strong

Strong · Hiring · 15% CAGR over 4y

Hiring

Location

Map of Leeds, West Yorkshire
Gresham House, 5-7 St Pauls Street
Leeds, West Yorkshire, LS1 2JG
Open in maps

Christopher Little & Co Limited

Christopher Little
Wealth Management
6 employeesInc. 2021Otley, West YorkshireCH 13357480
christopher-little.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Cash100 / 100
Headcount70 / 100
What does Christopher Little & Co Limited do?

Provides financial planning and advice for individuals, particularly around retirement planning. Also advises on mortgages including first-time buyer, remortgage, buy-to-let and equity release,…

Who does Christopher Little & Co Limited sell to?

Serves individual consumers and couples in Otley, Yorkshire and surrounding areas, especially people planning retirement, managing later-life finances, or seeking mortgage advice as first-time…

Key contacts (1)
TL
Thomas Louis Hatley
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
6
UK Revenue
£363.1kEstimate
Founded
5 years ago
Since Apr 2021
HQ
Otley, West Yorkshire
Financial health
85

Financial Health

Strong

Strong · Hiring · 10% CAGR over 2y

Hiring

Location

Map of Otley, West Yorkshire
75 Bondgate
Otley, West Yorkshire, LS21 3AB
Open in maps

Vibrant Wealth Management Ltd

Vibrant Wealth Management
Wealth Management
7 employeesInc. 2016Leeds, West YorkshireCH 10533345
vibrantwealthmanagement.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Headcount100 / 100
What does Vibrant Wealth Management Ltd do?

Provides financial advisory services including investment planning, retirement planning, insurance and protection advice, mortgage and banking guidance, and corporate financial planning such as…

Who does Vibrant Wealth Management Ltd sell to?

Serves private clients, families, retirees, homebuyers, medical and city professionals, contractors, business owners and company directors, alongside businesses seeking corporate finance and employee…

Key contacts (1)
YD
Yogesh Dhir
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
7
UK Revenue
£255.7kEstimate
Founded
9 years ago
Since Dec 2016
HQ
Leeds, West Yorkshire
Financial health
100

Financial Health

Strong

Strong · Hiring · 15% CAGR over 4y

Hiring

Location

Map of Leeds, West Yorkshire
Suite L1.02 Floor 1, The Leeming Building, Vicar Lane
Leeds, West Yorkshire, LS2 7JF
Open in maps

Richardson Premier Wealth Ltd

Richardson Premier Wealth
Wealth ManagementInsurance
6 employeesInc. 2016Otley, West YorkshireCH 10351631
rpwifa.co.uk

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Headcount40 / 100
What does Richardson Premier Wealth Ltd do?

Provides independent financial advice and life planning services for individuals, including retirement planning, pension and investment advice, and guidance on managing wealth, windfalls and…

Who does Richardson Premier Wealth Ltd sell to?

Serves individual consumers at different life stages, including people planning for retirement, retirees, recipients of windfalls and senior doctors, with clients met at home, work or offices in…

Key contacts (1)
NR
Naomi Richardson
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
6
UK Revenue
£294.3kEstimate
Founded
9 years ago
Since Aug 2016
HQ
Otley, West Yorkshire
Financial health
40

Financial Health

Stable

Stable · 0% CAGR over 5y

Location

Map of Otley, West Yorkshire
Westgate, 14 Beech Hill
Otley, West Yorkshire, LS21 3AX
Open in maps

Chris Bell Associates Limited

Chris Bell Associates
Wealth Management
5 employeesInc. 2006Otley, West YorkshireCH 05800411
chrisbellassociates.co.uk

Trajectory

5y · 2019–Now

Financial sub-scores

Computed from 5 filings
Headcount40 / 100
What does Chris Bell Associates Limited do?

Provides financial advice and wealth management services to individuals and businesses, including financial planning, pensions, investments, mortgages, insurance products and estate planning through…

Who does Chris Bell Associates Limited sell to?

Serves UK-based individuals and corporate clients seeking financial advice, including people planning mortgages, retirement, investments or estate protection, and businesses needing corporate wealth…

Key contacts (1)
TM
Tracy Mary Bell
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
5
UK Revenue
£195.2kEstimate
Founded
20 years ago
Since Apr 2006
HQ
Otley, West Yorkshire
Financial health
40

Financial Health

Stable

Stable · 0% CAGR over 5y

Location

Map of Otley, West Yorkshire
14 Beech Hill
Otley, West Yorkshire, LS21 3AX
Open in maps

AGE

Wealth ManagementInsurance
5 employeesInc. 2004LeedsCH 05265969
agepartnership.co.uk
What does AGE do?

Provides financial advice and brokerage services focused on retirement planning, including equity release, pension income options, annuities and pension drawdown. Also arranges mortgages, home…

Who does AGE sell to?

Serves consumers approaching or in retirement, especially homeowners and pension holders, as well as existing mortgage customers, first-time buyers, buy-to-let borrowers, customers refused elsewhere,…

More contacts & email available
Unlock
Company vitals
UK Headcount
5
UK Revenue
£82.2kEstimate
Founded
21 years ago
Since Oct 2004
HQ
Leeds

Location

Map of Leeds
2200 Century Way, Thorpe Park
Leeds, LS15 8ZB
Open in maps

Sovereign Advisory LLP

Sovereign Wealth
Wealth Management
0 employeesInc. 2009LeedsCH OC350767
sovereign-wealth.co.uk

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Cash100 / 100
Headcount0 / 100
What does Sovereign Advisory LLP do?

Provides wealth management and financial planning services, including investment planning, retirement planning, protection and legacy planning. Advises individuals and businesses on investments,…

Who does Sovereign Advisory LLP sell to?

Serves private clients, families and business owners across the UK, including people planning investments, retirement, protection and legacy needs, plus employers requiring corporate financial…

More contacts & email available
Unlock
Company vitals
UK Headcount
0
UK Revenue
£972.3kEstimate
Founded
16 years ago
Since Dec 2009
HQ
Leeds
Financial health
50

Financial Health

Stable

Stable · -77% CAGR over 5y

Location

Map of Leeds
1285 Century Way, Thorpe Park
Leeds, LS15 8ZB
Open in maps

BERRY & OAK LIMITED

Berry & OAK
Wealth Management
0 employeesInc. 2016Boston SPA, West YorkshireCH 09940516
berryandoak.com

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets33 / 100
Cash54 / 100
Headcount0 / 100
What does BERRY & OAK LIMITED do?

Provides independent financial planning and wealth management services to individuals and families, including retirement planning, investment advice, estate and inheritance planning, and ongoing…

Who does BERRY & OAK LIMITED sell to?

Serves individuals and families approaching or in retirement, those looking to preserve family wealth, and professional advisers seeking support for clients.

Key contacts (2)
SE
Sarah Eleanor Elson
Director
AD
Andrew David Elson
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
0
UK Revenue
£521.1kEstimate
Founded
10 years ago
Since Jan 2016
HQ
Boston SPA, West Yorkshire
Financial health
30

Financial Health

Weak

Weak · -66% CAGR over 4y

Location

Map of Boston SPA, West Yorkshire
Boston House, 214 High Street
Boston Spa, West Yorkshire, LS23 6AD
Open in maps

WEST PARK INVESTMENT PARTNERSHIP LIMITED

West Park Investment
Wealth ManagementAsset Management
16 employeesInc. 2014Leeds, West YorkshireCH 09054254
wpip.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets7 / 100
Cash56 / 100
Headcount40 / 100
What does WEST PARK INVESTMENT PARTNERSHIP LIMITED do?

Provides independent financial planning and investment advice, including asset management, retirement planning, tax planning and financial protection. Advises individuals, families, trustees and…

Who does WEST PARK INVESTMENT PARTNERSHIP LIMITED sell to?

Serves individuals, families, trustees and business owners in the UK seeking independent financial advice, including clients planning wealth, retirement, tax and protection arrangements.

Key contacts (4)
RM
Robert Martin Treweek
Director
JC
James Courtenay Roper
Director
ID
Ian David Strong
Director
MS
Michelle Strong
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
16
UK Revenue
£2mEstimate
Founded
12 years ago
Since May 2014
HQ
Leeds, West Yorkshire
Financial health
29

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

Map of Leeds, West Yorkshire
3 Clayton Wood Court, West Park Ring Road
Leeds, West Yorkshire, LS16 6QW
Open in maps

LIBERATE WEALTH (THORNTON) LIMITED

Liberate Wealth
Wealth Management
13 employeesInc. 2014Leeds, West YorkshireCH 08946656
liberatewealth.co.uk

Trajectory

4y · 2023–Now

Financial sub-scores

Computed from 4 filings
Cash10 / 100
Headcount27 / 100
What does LIBERATE WEALTH (THORNTON) LIMITED do?

Provides financial planning and wealth management advice to individuals and families, including investment planning, retirement planning, tax planning, estate planning, and financial planning for…

Who does LIBERATE WEALTH (THORNTON) LIMITED sell to?

Serves a mix of consumers and business owners, including individuals, families and people planning for investments, tax, estate, retirement or business-related financial decisions.

Key contacts (1)
JS
Jelena Savonina
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
13
UK Revenue
£735.3kEstimate
Founded
12 years ago
Since Mar 2014
HQ
Leeds, West Yorkshire
Financial health
18

Financial Health

Distressed

Distressed · -5% CAGR over 3y

Financial distress

Location

Map of Leeds, West Yorkshire
Suite N15 Radius, One City West, Gelderd Road
Leeds, West Yorkshire, LS12 6NJ
Open in maps

S & K Berry Wealth Management Limited

S & K Berry Wealth Management
Wealth Management
9 employeesInc. 2022Leeds, West YorkshireCH 14449632
partnership.sjp.co.uk/stuartberry

Trajectory

2y · 2024–Now

Financial sub-scores

Computed from 2 filings
Net assets100 / 100
Cash100 / 100
Headcount79 / 100
What does S & K Berry Wealth Management Limited do?

Provides financial planning and wealth management advice as a partner practice of St. James’s Place. Advises individuals and business owners on investment planning, retirement planning, protection,…

Who does S & K Berry Wealth Management Limited sell to?

Serves affluent individuals, business owners and company directors with higher-than-average incomes or accumulated capital, including clients with complex personal, retirement, protection and…

Key contacts (2)
KJ
Kerry Jane Berry
Director
RG
Robert Gordon Stalker
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
9
UK Revenue
£867kEstimate
Founded
3 years ago
Since Oct 2022
HQ
Leeds, West Yorkshire
Financial health
94

Financial Health

Strong

Strong · Growing, Hiring · 29% CAGR over 1y

GrowingHiring

Location

Map of Leeds, West Yorkshire
5 Woodside Mews, Clayton Wood Close
Leeds, West Yorkshire, LS16 6QE
Open in maps

Redmayne Bentley

Wealth ManagementAsset Management
7 employeesInc. 2009LeedsCH OC344361
redmayne.co.uk
What does Redmayne Bentley do?

Provides investment management, financial planning and stockbroking services to private investors. Offers managed portfolios, retirement and tax‑efficient investment planning, execution‑only share…

Who does Redmayne Bentley sell to?

Serves private investors and families in the UK with portfolios, retirement, pensions, ISAs, inheritance tax planning and stock market investing, alongside intermediaries seeking investment expertise…

Key contacts (7)
PR
Philip Roger Armitage
Llp Designated Member
JS
James Scott Andrews
Llp Designated Member
DJ
Damien John Duffield
Llp Member
NJ
Nicholas James Bettison
Llp Designated Member
DL
David Loudon
Llp Designated Member
KL
Keith Loudon
Llp Designated Member
ME
Michael Edward John Wheeler
Llp Designated Member
More contacts & email available
Unlock
Company vitals
UK Headcount
7
UK Revenue
£83.3kEstimate
Founded
17 years ago
Since Mar 2009
HQ
Leeds

Location

Map of Leeds
3 Wellington Place
Leeds, LS1 4AP
Open in maps

Clarity Wealth Limited

Clarity Wealth
Wealth Management
7 employeesInc. 2016Leeds, West YorkshireCH 10310076
claritywealth.co.uk

Trajectory

3y · 2022–Now

Financial sub-scores

Computed from 3 filings
Headcount100 / 100
What does Clarity Wealth Limited do?

Provides independent financial advice on pensions, investments and wealth management. Offers retirement planning, tax‑efficient investment strategies and ongoing financial planning for individuals…

Who does Clarity Wealth Limited sell to?

Serves individuals, families and business owners seeking financial advice, including people approaching retirement, ready to retire or already retired.

Key contacts (1)
RL
Richard Lester Platt
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
7
UK Revenue
£433.6kEstimate
Founded
9 years ago
Since Aug 2016
HQ
Leeds, West Yorkshire
Financial health
100

Financial Health

Strong

Strong · Hiring · 32% CAGR over 2y

Hiring

Location

Map of Leeds, West Yorkshire
Beechwood House Beechwood Estate, Roundhay
Leeds, West Yorkshire, LS8 2LQ
Open in maps

Sovereign Wealth

Wealth Management
1 employeesInc. 2022LeedsCH 14326471
sovereign-wealth.co.uk
What does Sovereign Wealth do?

Provides wealth management and financial planning services, including investment advice, retirement planning, protection and legacy planning. Also offers mortgage and banking guidance and corporate…

Who does Sovereign Wealth sell to?

Serves private clients, families, retirees and business owners across the UK, alongside corporate clients needing financial planning support.

More contacts & email available
Unlock
Company vitals
UK Headcount
1
UK Revenue
£19.7kEstimate
Founded
3 years ago
Since Aug 2022
HQ
Leeds

Location

Map of Leeds
1285 Century Way, Thorpe Park
Leeds, LS15 8ZB
Open in maps

Dwb Wealth Consultancy (Wetherby) LLP

DWB Wealth Consultancy
Wealth Management
6 employeesInc. 2013Wetherby, North YorkshireCH OC383614
dwbwealth.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Cash56 / 100
Headcount100 / 100
What does Dwb Wealth Consultancy (Wetherby) LLP do?

Provides financial planning and wealth management advice. Services include investment management, retirement and protection planning, mortgages, and intergenerational wealth planning, advising…

Who does Dwb Wealth Consultancy (Wetherby) LLP sell to?

Serves private clients, retirees and high-earning professionals, including flight crew, medical and sports professionals, alongside business owners, company directors and professional partnerships.

Key contacts (1)
RW
Ryan Wiggins
Llp Designated Member
More contacts & email available
Unlock
Company vitals
UK Headcount
6
UK Revenue
£495.6kEstimate
Founded
13 years ago
Since Mar 2013
HQ
Wetherby, North Yorkshire
Financial health
78

Financial Health

Healthy

Healthy · Hiring · 22% CAGR over 2y

Hiring

Location

Map of Wetherby, North Yorkshire
1 Highcliffe Court, Greenfold Lane
Wetherby, North Yorkshire, LS22 6RG
Open in maps

Age Partnership

Wealth ManagementInsurance
2 employeesInc. 2019LeedsCH 12258392
agepartnership.co.uk
What does Age Partnership do?

Provides financial advice and brokerage services focused on later‑life finances, including equity release plans, pension income options, annuities, retirement mortgages, and insurance. Offers…

Who does Age Partnership sell to?

Serves individual consumers planning for retirement, particularly older homeowners, pension holders, existing or declined mortgage borrowers, buy-to-let customers and first-time buyers.

More contacts & email available
Unlock
Company vitals
UK Headcount
2
UK Revenue
£69.2kEstimate
Founded
6 years ago
Since Oct 2019
HQ
Leeds

Location

Map of Leeds
2200 Century Way, Thorpe Park
Leeds, LS15 8ZB
Open in maps

MGP MANAGEMENT LTD

MGP Investment Management
Wealth ManagementAsset Management
1 employeesInc. 2014LeedsCH 09157534
mgp-investments.com

Trajectory

5y · 2019–Now

Financial sub-scores

Computed from 5 filings
Headcount40 / 100
What does MGP MANAGEMENT LTD do?

Provides financial advice and portfolio management services, including investment management, retirement planning and personal financial planning. Assists clients with setting financial objectives,…

Who does MGP MANAGEMENT LTD sell to?

Serves private individuals and families seeking financial, investment and retirement planning advice, including clients wanting ongoing reviews of personal financial affairs and pension arrangements.

Key contacts (1)
LC
Lee Croucher
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
1
UK Revenue
£18.1kEstimate
Founded
11 years ago
Since Aug 2014
HQ
Leeds
Financial health
40

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Map of Leeds
67 Albion Street
Leeds, LS1 5AA
Open in maps

Progeny

Wealth ManagementAsset ManagementLegal Services
6 employeesInc. 2019LeedsCH 11872596
theprogenygroup.com
What does Progeny do?

Provides integrated professional advisory services including financial planning, investment and asset management, tax compliance and advisory, and legal services for individuals and families with…

Who does Progeny sell to?

Serves private clients and families with complex financial needs, including individuals seeking coordinated support for personal wealth, tax, legal matters and intergenerational planning.

Key contacts (3)
AK
Andrea Katherine Hodgson
Director
EJ
Ewen James Stevenson
Director
PO
Pierre Olivier Sarkozy
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
6
UK Revenue
£368.8kEstimate
Founded
7 years ago
Since Mar 2019
HQ
Leeds

Location

Map of Leeds
1a Tower Square
Leeds, LS1 4DL
Open in maps

PGI FINANCIAL LIMITED

PGI Financial
Wealth Management
0 employeesInc. 2011Leeds, West YorkshireCH 07722437
pgifinancial.co.uk

Trajectory

4y · 2022–Now

Financial sub-scores

Computed from 4 filings
Net assets58 / 100
Headcount0 / 100
What does PGI FINANCIAL LIMITED do?

Provides personal financial planning and advisory services, including retirement planning, investment management and estate planning. Offers guidance on managing investments, structuring finances and…

Who does PGI FINANCIAL LIMITED sell to?

Serves private individuals, couples and families seeking personal financial advice, particularly those planning retirement, managing investments or arranging estate planning.

Key contacts (1)
PG
Phillip Graham Instone
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
0
UK Revenue
£276.5kEstimate
Founded
14 years ago
Since Jul 2011
HQ
Leeds, West Yorkshire
Financial health
36

Financial Health

Weak

Weak · -78% CAGR over 3y

Location

Map of Leeds, West Yorkshire
Brookfield Court Selby Road, Garforth
Leeds, West Yorkshire, LS25 1NB
Open in maps

Cowling Rawnsley Financial Solutions Limited

Cowling Rawnsley Financial Solutions
Wealth ManagementInsurance
6 employeesInc. 2004LeedsCH 05017690
cr-fs.com

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings
Net assets74 / 100
Cash32 / 100
Headcount40 / 100
What does Cowling Rawnsley Financial Solutions Limited do?

Provides independent financial advice to individuals on mortgages, pensions, investments, life insurance and protection policies, and inheritance tax planning, recommending products from across the…

Who does Cowling Rawnsley Financial Solutions Limited sell to?

Sells to individual consumers seeking personal financial advice, including homebuyers, mortgage applicants, pension savers, investors, families needing life insurance, and people planning inheritance…

More contacts & email available
Unlock
Company vitals
UK Headcount
6
UK Revenue
£217.8kEstimate
Founded
22 years ago
Since Jan 2004
HQ
Leeds
Financial health
53

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Map of Leeds
Leigh House, 28-32 St. Pauls Street
Leeds, LS1 2JT
Open in maps

Tudor Financial Consultants Limited

Tudor Financial Consultants
Wealth ManagementInsurance
8 employeesInc. 2004LeedsCH 05184833
tudorfcltd.co.uk

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash27 / 100
Headcount15 / 100
What does Tudor Financial Consultants Limited do?

Provides financial advisory services including mortgage advice, pension planning, investment advice, personal and business protection, retirement planning, and general insurance. Offers financial…

Who does Tudor Financial Consultants Limited sell to?

Serves UK consumers seeking mortgage, pension, investment and protection advice, including homebuyers, people planning retirement or investing for the future, and businesses needing protection cover.

More contacts & email available
Unlock
Company vitals
UK Headcount
8
UK Revenue
£417.3kEstimate
Founded
21 years ago
Since Jul 2004
HQ
Leeds
Financial health
57

Financial Health

Stable

Stable · -7% CAGR over 4y

Location

Map of Leeds
Brook House Church Lane, Garforth
Leeds, LS25 1HB
Open in maps

TFAS WEALTH LTD

Tfas Wealth
Wealth Management
0 employeesInc. 2021Leeds, West YorkshireCH 13664696
tfaswealth.com

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Cash100 / 100
Headcount0 / 100
What does TFAS WEALTH LTD do?

Provides independent financial advice to individuals, including guidance on ISAs and investments, retirement planning, and personal protection. Reviews existing finances, recommends financial…

Who does TFAS WEALTH LTD sell to?

Serves individual consumers across the UK seeking remote independent financial advice, including ISA and investment clients, people planning for retirement, and families needing protection advice.

Key contacts (2)
LA
Laura Appleton
Director
LK
Lauren Kiley
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
0
UK Revenue
£504.6kEstimate
Founded
4 years ago
Since Oct 2021
HQ
Leeds, West Yorkshire
Financial health
50

Financial Health

Stable

Stable · -75% CAGR over 2y

Location

Map of Leeds, West Yorkshire
119-121 The Headrow, 2nd Floor, St Andrew House
Leeds, West Yorkshire, LS1 5JW
Open in maps

Redmayne Bentley

Wealth ManagementAsset Management
2 employeesInc. 2009LeedsCH OC344508
redmayne.co.uk
What does Redmayne Bentley do?

Provides investment management, stockbroking and financial planning services to private investors. Offers managed portfolios, retirement and pension investing, AIM/IHT portfolios, ISA investing, and…

Who does Redmayne Bentley sell to?

Serves UK private investors, retirees, families investing for children or pensions, and financial intermediaries seeking investment management, financial planning and stockbroking support.

Key contacts (2)
SL
Simeon Laing
Llp Designated Member
ES
Eric Spreng
Llp Designated Member
More contacts & email available
Unlock
Company vitals
UK Headcount
2
UK Revenue
£18.5kEstimate
Founded
17 years ago
Since Mar 2009
HQ
Leeds

Location

Map of Leeds
3 Wellington Place
Leeds, LS1 4AP
Open in maps

GROUP POLICY SERVICES LIMITED

Explore Money
Wealth ManagementInsurance
Inc. 2019LeedsCH 12012275
2plan.com

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets40 / 100
What does GROUP POLICY SERVICES LIMITED do?

Provides independent financial advice on investments, pensions, mortgages and protection products. Assesses clients’ objectives, researches financial products, recommends investment strategies,…

Who does GROUP POLICY SERVICES LIMITED sell to?

Serves individual consumers seeking independent financial advice, from first-time mortgage borrowers to people planning investments, protection and retirement.

More contacts & email available
Unlock
Company vitals
UK Headcount
0
UK Revenue
£0Estimate
Founded
7 years ago
Since May 2019
HQ
Leeds
Financial health
40

Financial Health

Stable

Stable

Location

Map of Leeds
3rd Fl Bridgewater Place, Water Lane
Leeds, LS11 5BZ
Open in maps

2plan wealth management

Wealth ManagementInsurance
2 employeesInc. 2008Leeds, West YorkshireCH 06761381
2plan.com
What does 2plan wealth management do?

Provides independent financial advice to individuals, including investment planning, pensions and retirement planning, mortgage advice, and insurance protection. Assesses client objectives,…

Who does 2plan wealth management sell to?

Serves individual consumers seeking independent financial advice, including first-time mortgage customers, investors, people planning for retirement, and clients needing mortgage, protection or…

More contacts & email available
Unlock
Company vitals
UK Headcount
2
UK Revenue
£86.2kEstimate
Founded
17 years ago
Since Nov 2008
HQ
Leeds, West Yorkshire

Location

Map of Leeds, West Yorkshire
3rd Floor, Bridgewater Place Water Lane
Leeds, West Yorkshire, LS11 5BZ
Open in maps

RESIDENTIAL HOLMES LIMITED

Residential Holmes
Asset ManagementInsurance
1 employeesInc. 1998Clifford, YorkshireCH 03517574

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Headcount40 / 100
More contacts & email available
Unlock
Company vitals
UK Headcount
1
UK Revenue
£8.7kEstimate
Founded
28 years ago
Since Feb 1998
HQ
Clifford, Yorkshire
Financial health
15

Financial Health

Distressed

Distressed · 0% CAGR over 4y

Financial distressTechnical insolvency

Location

Map of Clifford, Yorkshire
Moorside House, Clifford Moor Road
Clifford, Yorkshire, LS23 6LD
Open in maps

R M JACKSON ASSOCIATES LTD

R M Jackson Associates
Asset ManagementInsurance
1 employeesInc. 2017Wetherby, West YorkshireCH 10693422

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets18 / 100
Key contacts (1)
RM
Richard Michael Jackson
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
1
UK Revenue
£180
Founded
9 years ago
Since Mar 2017
HQ
Wetherby, West Yorkshire
Financial health
18

Financial Health

Distressed

Distressed

Financial distress

Location

Map of Wetherby, West Yorkshire
Hallgarth Northgate Lane, Linton
Wetherby, West Yorkshire, LS22 4HN
Open in maps

Venn Watson & Co. Ltd.

Venn Watson
Wealth ManagementInsurance
7 employeesInc. 1995Leeds, West YorkshireCH 03111435
vennwatson.com

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets25 / 100
Cash38 / 100
What does Venn Watson & Co. Ltd. do?

Provides financial planning and investment advisory services to individuals, offering guidance on wealth management, retirement planning and financial products, with an investment process aimed at…

Who does Venn Watson & Co. Ltd. sell to?

Serves individuals and families seeking personal financial planning, wealth growth, protection and preservation for future generations.

Key contacts (2)
PW
Philip Wrenville Venn
Director
MP
Marios Pieroudis
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
7
UK Revenue
£1.1mEstimate
Founded
30 years ago
Since Oct 1995
HQ
Leeds, West Yorkshire
Financial health
30

Financial Health

Weak

Weak · -13% CAGR over 1y

Location

Map of Leeds, West Yorkshire
Leon & Co Chartered Accountants, 100 High Ash Drive
Leeds, West Yorkshire, LS17 8RE
Open in maps

YORSIPP LIMITED

Yorsipp
Wealth Management
0 employeesInc. 2006Cleckheaton, West YorkshireCH 05743279
yorsipp.com

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets86 / 100
Cash38 / 100
Headcount0 / 100
What does YORSIPP LIMITED do?

Provides administration and management of self-invested personal pensions (SIPP) and small self‑administered schemes (SSAS), offering pension structures that allow individuals and businesses to…

Who does YORSIPP LIMITED sell to?

Serves individuals planning retirement investments, plus family businesses, company directors and key employees using SSAS structures, including clients interested in commercial property within…

Key contacts (3)
HK
Harriet Kathleen Robertson
Director
HL
Heather Lamborn
Director
KR
Kirsty Rae Gallagher
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
0
UK Revenue
£442.4kEstimate
Founded
20 years ago
Since Mar 2006
HQ
Cleckheaton, West Yorkshire
Financial health
49

Financial Health

Stable

Stable · -65% CAGR over 4y

Location

Map of Cleckheaton, West Yorkshire
288 Oxford Road, Gomersal
Cleckheaton, West Yorkshire, BD19 4PY
Open in maps

EASTWOOD FINANCIAL SERVICES LIMITED

Eastwood Financial Services
Wealth Management
0 employeesInc. 1998HuddersfieldCH 03649630
eastwoodfinancial.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets30 / 100
Cash33 / 100
Headcount0 / 100
What does EASTWOOD FINANCIAL SERVICES LIMITED do?

Provides independent financial advice and planning services to individuals and businesses, including wealth management, retirement planning, protection and insurance advice, workplace pensions,…

Who does EASTWOOD FINANCIAL SERVICES LIMITED sell to?

Serves private individuals and corporate clients across Yorkshire, including company directors, employers managing workplace pensions or benefits, and employees needing personal financial advice.

Key contacts (3)
AP
Andrew Pyrah
Director
TB
Timothy Ball
Director
KJ
Karen Jane Wynard
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
0
UK Revenue
£912.1kEstimate
Founded
27 years ago
Since Oct 1998
HQ
Huddersfield
Financial health
23

Financial Health

Weak

Weak · -67% CAGR over 4y

Location

Map of Huddersfield
Northumberland House, Northumberland Street,
Huddersfield, HD1 1DT
Open in maps

WEST RIDING PERSONAL FINANCIAL SOLUTIONS LIMITED

West Riding Personal Financial Solutions
Wealth Management
9 employeesInc. 2004Castleford, West YorkshireCH 05142989
wrpfs.com

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets74 / 100
Cash78 / 100
Headcount30 / 100
What does WEST RIDING PERSONAL FINANCIAL SOLUTIONS LIMITED do?

Provides financial advice to individuals, businesses and trustees on pensions, investment and retirement planning, savings plans, equity release and mortgages, insurance protection, and business…

Who does WEST RIDING PERSONAL FINANCIAL SOLUTIONS LIMITED sell to?

Serves individual and family clients seeking personal financial advice, alongside business clients, pension funds, trustees and charities. Targets people needing pensions, savings, investments,…

Key contacts (3)
TR
Toni Rebecca Turton
Director
LM
Linda Michelle Liversidge
Director
NF
Neil Francis Liversidge
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
9
UK Revenue
£432.4kEstimate
Founded
22 years ago
Since Jun 2004
HQ
Castleford, West Yorkshire
Financial health
63

Financial Health

Healthy

Healthy · -5% CAGR over 2y

Location

Map of Castleford, West Yorkshire
West Riding House, 6-8 Commercial Street
Castleford, West Yorkshire, WF10 1DG
Open in maps

T.L. Dallas Independent Financial Services Limited

T L Dallas Independent Financial Services
Wealth ManagementInsurance
8 employeesInc. 1993Bradford, West YorkshireCH 02846397
tldallasifs.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets18 / 100
Cash20 / 100
Headcount83 / 100
What does T.L. Dallas Independent Financial Services Limited do?

Provides independent financial advice to individuals, families and businesses, including arranging pensions, life assurance and protection policies. Advises on retirement planning, investments,…

Who does T.L. Dallas Independent Financial Services Limited sell to?

Targets UK residents and businesses, including individuals, families, business owners, trustees and employers responsible for staff benefit schemes.

Key contacts (1)
JM
Jane MacLauchlan
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
8
UK Revenue
£224.8kEstimate
Founded
32 years ago
Since Aug 1993
HQ
Bradford, West Yorkshire
Financial health
36

Financial Health

Weak

Weak · Hiring · 7% CAGR over 4y

Hiring

Location

Map of Bradford, West Yorkshire
Dallas House, Low Moor
Bradford, West Yorkshire, BD12 0HF
Open in maps

THE FINANCIAL PARTNERSHIP ADVISERS LIMITED

The Financial Partnership
Wealth Management
11 employeesInc. 2009Brighouse, West YorkshireCH 06842746
financial-partnership.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets68 / 100
Headcount100 / 100
What does THE FINANCIAL PARTNERSHIP ADVISERS LIMITED do?

Provides independent financial advice and planning services including mortgage advice, pensions, savings and investment planning, insurance protection, and workplace auto‑enrolment support for…

Who does THE FINANCIAL PARTNERSHIP ADVISERS LIMITED sell to?

Serves UK individuals, families and small employers seeking independent financial advice, including personal clients planning mortgages, protection, savings, investments and pensions, and businesses…

Key contacts (3)
CR
Craig Raymond Barrett
Director
SP
Sean Peter Larner
Director
NA
Norman Anthony Stephenson
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
11
UK Revenue
£805.6kEstimate
Founded
17 years ago
Since Mar 2009
HQ
Brighouse, West Yorkshire
Financial health
80

Financial Health

Healthy

Healthy · Hiring · 16% CAGR over 4y

Hiring

Location

Map of Brighouse, West Yorkshire
310 Halifax Road, Hove Edge
Brighouse, West Yorkshire, HD6 2PB
Open in maps

DE LUCA WEST FINANCIAL PLANNING LIMITED

DeLuca West
Wealth Management
7 employeesInc. 2019Brighouse, West YorkshireCH 11942218
delucawest.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Cash74 / 100
Headcount40 / 100
What does DE LUCA WEST FINANCIAL PLANNING LIMITED do?

Provides independent financial planning and advisory services to individuals and small to medium-sized businesses. Advises on tax‑efficient investing, retirement planning, trusts and inheritance tax,…

Who does DE LUCA WEST FINANCIAL PLANNING LIMITED sell to?

Serves private individuals and families, alongside small and medium-sized companies, directors and partnerships seeking personal or business financial planning support.

Key contacts (1)
SJ
Susan Jean West
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
7
UK Revenue
£942.7kEstimate
Founded
7 years ago
Since Apr 2019
HQ
Brighouse, West Yorkshire
Financial health
57

Financial Health

Stable

Stable · 0% CAGR over 2y

Location

Map of Brighouse, West Yorkshire
Hastings House, Birds Royd Lane
Brighouse, West Yorkshire, HD6 1LQ
Open in maps

Castlegate

Wealth Management
1 employeesInc. 2018PontefractCH 11676939
casfin.co.uk

Trajectory

5y · 2019–Now

Financial sub-scores

Computed from 5 filings
Net assets38 / 100
Headcount0 / 100
What does Castlegate do?

Provides independent financial planning and advisory services including investment management, retirement planning, tax planning, protection strategies, cashflow forecasting, and trust services for…

Who does Castlegate sell to?

Serves individuals, families, business owners, employers and their teams nationwide across sectors, including private clients with wealth, retirement and legacy needs and organisations supporting…

More contacts & email available
Unlock
Company vitals
UK Headcount
1
UK Revenue
£18.4kEstimate
Founded
7 years ago
Since Nov 2018
HQ
Pontefract
Financial health
24

Financial Health

Weak

Weak

Location

Map of Pontefract
3 Castlegate Drive
Pontefract, WF8 4RE
Open in maps

CYGNET WEALTH MANAGEMENT LTD

Cygnet Wealth Management
InsuranceAsset Management
4 employeesInc. 2013Pontefract, West YorkshireCH 08476615
cygnetwealthmanagement.com

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets37 / 100
Cash79 / 100
Headcount40 / 100
Key contacts (2)
JW
James Walker Rigby
Director
LM
Lisa Marie Laidler
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
4
UK Revenue
£54.3kEstimate
Founded
13 years ago
Since Apr 2013
HQ
Pontefract, West Yorkshire
Financial health
49

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Map of Pontefract, West Yorkshire
23 Westwinds, Ackworth
Pontefract, West Yorkshire, WF7 7RP
Open in maps

CPS FINANCIAL SOLUTIONS LIMITED

CPS Financial Solutions
Wealth ManagementInsurance
10 employeesInc. 2005Huddersfield, West YorkshireCH 05587617
cpsfs.co.uk

Trajectory

4y · 2022–Now

Financial sub-scores

Computed from 4 filings
Net assets50 / 100
Cash83 / 100
Headcount23 / 100
What does CPS FINANCIAL SOLUTIONS LIMITED do?

Provides financial planning and advisory services, including guidance on investments, pensions, mortgages, life insurance, and protection products. Offers financial tools, market information, and…

Who does CPS FINANCIAL SOLUTIONS LIMITED sell to?

Serves individuals, families, homeowners, investors, pension savers and business owners in West Yorkshire with personal and business financial advice needs.

Key contacts (2)
PB
Paul Bradley Cooper
Director
CA
Craig Anthony Nicholls
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
10
UK Revenue
£576.9kEstimate
Founded
20 years ago
Since Oct 2005
HQ
Huddersfield, West Yorkshire
Financial health
52

Financial Health

Stable

Stable · -6% CAGR over 3y

Location

Map of Huddersfield, West Yorkshire
C/O Finlayson & Co Whitby Court, Abbey Road Shepley
Huddersfield, West Yorkshire, HD8 8EL
Open in maps

HAWORTH FINANCIAL MANAGEMENT LIMITED

Haworths Financial Services
Wealth Management
2 employeesInc. 2020Huddersfield, West YorkshireCH 12983464
haworthsfs.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount40 / 100
What does HAWORTH FINANCIAL MANAGEMENT LIMITED do?

Provides financial advice and planning services to individuals and businesses, covering investments, savings, pensions, retirement planning, mortgages, tax planning, insurance protection, and wealth…

Who does HAWORTH FINANCIAL MANAGEMENT LIMITED sell to?

Sells to individual consumers and families seeking financial advice on savings, investments, pensions, retirement, tax, protection and mortgages, including first-time buyers and buy-to-let borrowers;…

Key contacts (2)
LA
Lloyd Alexander Haworth
Director
JG
James Grant Haworth
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
2
UK Revenue
£381.1kEstimate
Founded
5 years ago
Since Oct 2020
HQ
Huddersfield, West Yorkshire
Financial health
84

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

Map of Huddersfield, West Yorkshire
87 Fitzwilliam Street
Huddersfield, West Yorkshire, HD1 5LG
Open in maps

Hill Johnstone Wealth Management Limited

Hill Johnstone Wealth Management
Wealth Management
9 employeesInc. 2021Huddersfield, West YorkshireCH 13651446
hilljohnstone.co.uk

Trajectory

4y · 2022–Now

Financial sub-scores

Computed from 4 filings
Net assets27 / 100
Cash100 / 100
Headcount40 / 100
What does Hill Johnstone Wealth Management Limited do?

Provides financial advice and wealth management services including investment planning, retirement and pension advice, protection planning, mortgages, and corporate financial services, helping…

Who does Hill Johnstone Wealth Management Limited sell to?

Serves UK private clients, couples and families, including retirees and people planning retirement, plus business owners and companies needing corporate financial services and advice support.

Key contacts (1)
AD
Andrew David Johnstone
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
9
UK Revenue
£789.1kEstimate
Founded
4 years ago
Since Sep 2021
HQ
Huddersfield, West Yorkshire
Financial health
50

Financial Health

Stable

Stable · 0% CAGR over 3y

Location

Map of Huddersfield, West Yorkshire
Abacus House Pennine Business Park, Longbow Close
Huddersfield, West Yorkshire, HD2 1GQ
Open in maps

TRIGPOINT FINANCIAL PLANNING LIMITED (FORMERLY COVE FINANCIAL PLANNING LIMITED)

Cove Financial Planning
Wealth Management
0 employeesInc. 2021IlkleyCH 13611335
covefp.co.uk

Trajectory

4y · 2022–Now

Financial sub-scores

Computed from 4 filings
Net assets100 / 100
What does TRIGPOINT FINANCIAL PLANNING LIMITED (FORMERLY COVE FINANCIAL PLANNING LIMITED) do?

Provides independent financial planning, investment advice and wealth management services. Advises individuals, families, business owners and trustees on investment strategy, asset allocation, tax…

Who does TRIGPOINT FINANCIAL PLANNING LIMITED (FORMERLY COVE FINANCIAL PLANNING LIMITED) sell to?

Serves private clients including individuals, families, professionals and business owners, plus trustees seeking financial planning, investment and wealth management advice.

Key contacts (1)
RA
Rebecca Ann Bonner
Director
More contacts & email available
Unlock
Company vitals
UK Headcount
0
UK Revenue
£57.5kEstimate
Founded
4 years ago
Since Sep 2021
HQ
Ilkley
Financial health
100

Financial Health

Strong

Strong

Location

Map of Ilkley
1st Floor Wharfedale House, 50a The Grove
Ilkley, LS29 9EE
Open in maps

Unlock all 70 leads

Showing 49 of 70 +21 more with verified decision-maker contacts, live data, and CRM sync.

Unlock leads

How Leeds pensions companies work and how to sell to them

What they do

Revenue usually comes from recurring service fees rather than one-off transactions. Leeds pensions firms tend to charge employers and trustee-linked clients through retainers, per-scheme administration fees, project fees for reviews or transfers, and fixed or hourly advice fees for individual retirement work. The service shape is part professional advice, part regulated administration: maintaining member records, preparing communications, supporting contributions, reviewing scheme choices and helping clients evidence decisions. Margins depend less on transaction volume than on client retention, adviser utilisation and the cost of keeping processes audit-ready.

Who they sell to

Typical buyers are finance directors, HR leads, owner-managers, trustee boards and professional intermediaries who need pension work handled without creating extra governance risk. Smaller employer clients may buy through referral or adviser recommendation, while larger scheme-related work is more likely to involve a tender, incumbent review or board-level approval. Sales cycles tend to be slow because buyers are handing over sensitive financial responsibilities and member records. Contract values vary from modest advisory retainers to recurring administration mandates where switching costs are higher once scheme knowledge has built up.

What they buy

Most pensions firms tend to spend on systems and services that reduce manual record work and create clearer evidence trails. Common needs include CRM, case management, document management, secure client portals, workflow tools, compliance monitoring, cyber security, identity and access controls, call handling, payroll connectivity and reporting. Service spend often sits around legal support, accounting, professional indemnity cover, outsourced administration capacity, paraplanning, recruitment and specialist marketing. Sellers should expect scrutiny around confidentiality, permissions, audit logs and implementation effort, because disruption to member communications or contribution handling is difficult to excuse.

Why and how to sell to them

Commercial intent tends to appear when a pensions firm wins a new employer mandate, reviews an incumbent administration process, hires client-service staff, prepares for succession, or faces pressure from complaints, backlogs or manual record correction. Leeds buyers are likely to respond better to practical risk-reduction claims than to broad productivity language. Useful angles include fewer handoffs, clearer audit trails, easier client reporting, lower key-person dependency and smoother onboarding of new schemes or adviser relationships. Proof matters: sector references, implementation plans, security detail and evidence of working with regulated service teams usually carry more weight than a generic efficiency pitch.

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 Leeds

Property Companies in Leeds: 9,100+ Active Firms (2026)Field Services Companies in Leeds: 7,300+ Active Firms (2026)Construction Companies in Leeds: 6,700+ Active Firms (2026)Consulting Companies in Leeds: 5,900+ Active Firms (2026)Healthcare Companies in Leeds: 4,700+ Active Firms (2026)Fashion Retail Companies in Leeds: 4,100+ Active Firms (2026)B2B Companies in Leeds: 3,900+ Active Firms (2026)Travel-Hospitality Companies in Leeds: 4,000+ Active Firms (2026)Property Development Companies in Leeds: 3,700+ Active Firms (2026)Food Service Companies in Leeds: 2,900+ Active Firms (2026)IT Services Companies in Leeds: 2,900+ Active Firms (2026)B2C Companies in Leeds: 2,600+ Active Firms (2026)Wholesale Companies in Leeds: 2,400+ Active Firms (2026)Advanced Manufacturing Companies in Leeds: 2,200+ Active Firms (2026)E-commerce Companies in Leeds: 2,100+ Active Firms (2026)Automotive Retail Companies in Leeds: 1,800+ Active Firms (2026)Media Publishing Companies in Leeds: 1,700+ Active Firms (2026)Education Companies in Leeds: 1,600+ Active Firms (2026)Logistics Companies in Leeds: 1,600+ Active Firms (2026)FMCG Companies in Leeds: 1,600+ Active Firms (2026)Sport and Leisure Companies in Leeds: 1,500+ Active Firms (2026)Property Management Companies in Leeds: 1,300+ Active Firms (2026)Marketing Companies in Leeds: 1,300+ Active Firms (2026)Beauty Care Companies in Leeds: 1,300+ Active Firms (2026)Civil Engineering Companies in Leeds: 1,200+ Active Firms (2026)Private Equity Companies in Leeds: 900+ Active Firms (2026)Electrical Contracting Companies in Leeds: 900+ Active Firms (2026)Road Freight Companies in Leeds: 900+ Active Firms (2026)Accounting & Audit Companies in Leeds: 900+ Active Firms (2026)Housebuilding Companies in Leeds: 900+ Active Firms (2026)Recruitment Companies in Leeds: 800+ Active Firms (2026)SaaS Companies in Leeds: 800+ Active Firms (2026)HVAC & Refrigeration Companies in Leeds: 700+ Active Firms (2026)Plumbing & Heating Companies in Leeds: 700+ Active Firms (2026)Developer Tools Companies in Leeds: 600+ Active Firms (2026)Creative Design Companies in Leeds: 600+ Active Firms (2026)Social Care Companies in Leeds: 600+ Active Firms (2026)Commercial Cleaning Companies in Leeds: 600+ Active Firms (2026)Grocery Retail Companies in Leeds: 500+ Active Firms (2026)Charity Companies in Leeds: 500+ Active Firms (2026)Other Companies in Leeds: 500+ Active Firms (2026)Corporate Training Companies in Leeds: 500+ Active Firms (2026)Food and Beverage Companies in Leeds: 500+ Active Firms (2026)Joinery Companies in Leeds: 500+ Active Firms (2026)Industrial Supplies Companies in Leeds: 400+ Active Firms (2026)Infrastructure Companies in Leeds: 400+ Active Firms (2026)Bookkeeping Companies in Leeds: 400+ Active Firms (2026)Telecommunications Companies in Leeds: 400+ Active Firms (2026)FMCG Wholesale Companies in Leeds: 300+ Active Firms (2026)Agri-forestry Companies in Leeds: 300+ Active Firms (2026)Accommodation Companies in Leeds: 300+ Active Firms (2026)Furniture Companies in Leeds: 300+ Active Firms (2026)Legal Services Companies in Leeds: 300+ Active Firms (2026)Industrial Machinery Companies in Leeds: 300+ Active Firms (2026)Building Materials Companies in Leeds: 300+ Active Firms (2026)Screen Production Companies in Leeds: 300+ Active Firms (2026)Groundworks Companies in Leeds: 300+ Active Firms (2026)Asset Management Companies in Leeds: 300+ Active Firms (2026)Dental Companies in Leeds: 300+ Active Firms (2026)B2B2C Companies in Leeds: 300+ Active Firms (2026)Fit-out Companies in Leeds: 300+ Active Firms (2026)Corporate Banking Companies in Leeds: 300+ Active Firms (2026)Creator Economy Companies in Leeds: 300+ Active Firms (2026)Architecture Companies in Leeds: 300+ Active Firms (2026)Textiles Companies in Leeds: 300+ Active Firms (2026)Physical Security Companies in Leeds: 300+ Active Firms (2026)Temporary Staffing Companies in Leeds: 300+ Active Firms (2026)Financial Advisory Companies in Leeds: 200+ Active Firms (2026)Housing Association Companies in Leeds: 200+ Active Firms (2026)Waste Management Companies in Leeds: 200+ Active Firms (2026)Metalworking Companies in Leeds: 200+ Active Firms (2026)Pharmaceutical Companies in Leeds: 200+ Active Firms (2026)K-12 Education Companies in Leeds: 200+ Active Firms (2026)Insurance Companies in Leeds: 200+ Active Firms (2026)Tax Advisory Companies in Leeds: 200+ Active Firms (2026)Last Mile Delivery Companies in Leeds: 200+ Active Firms (2026)Fitness Companies in Leeds: 200+ Active Firms (2026)Electronics Retail Companies in Leeds: 200+ Active Firms (2026)Pharmacy Retail Companies in Leeds: 200+ Active Firms (2026)Sports Coaching Companies in Leeds: 200+ Active Firms (2026)Painting Companies in Leeds: 200+ Active Firms (2026)Mental Health Companies in Leeds: 200+ Active Firms (2026)CCTV Surveillance Companies in Leeds: 100+ Active Firms (2026)Access Control Companies in Leeds: 100+ Active Firms (2026)DIY Retail Companies in Leeds: 100+ Active Firms (2026)Wealth Management Companies in Leeds: 100+ Active Firms (2026)Public Sector Companies in Leeds: 100+ Active Firms (2026)Conformity Assessment Companies in Leeds: 100+ Active Firms (2026)Manned Guarding Companies in Leeds: 100+ Active Firms (2026)Utilities Companies in Leeds: 100+ Active Firms (2026)Insurance Broking Companies in Leeds: 100+ Active Firms (2026)Music Companies in Leeds: 100+ Active Firms (2026)Fulfilment Companies in Leeds: 100+ Active Firms (2026)M&E Contractors Companies in Leeds: 100+ Active Firms (2026)Deep Tech Companies in Leeds: 100+ Active Firms (2026)IT Consulting Companies in Leeds: 100+ Active Firms (2026)Systems Integration Companies in Leeds: 100+ Active Firms (2026)Rubber and Plastics Companies in Leeds: 100+ Active Firms (2026)Public Relations Companies in Leeds: 100+ Active Firms (2026)Sports Retail Companies in Leeds: 100+ Active Firms (2026)Quantity Surveying Companies in Leeds: 100+ Active Firms (2026)Plant Hire Companies in Leeds: 100+ Active Firms (2026)Publishing Companies in Leeds: 100+ Active Firms (2026)Private Healthcare Companies in Leeds: 100+ Active Firms (2026)Tech Distribution Companies in Leeds: 100+ Active Firms (2026)Automotive Companies in Leeds: 100+ Active Firms (2026)Gaming Companies in Leeds: 100+ Active Firms (2026)Renewable Energy Companies in Leeds: 100+ Active Firms (2026)Digital Agency Companies in Leeds: 100+ Active Firms (2026)Retail Banking Companies in Leeds: 99 Active Firms (2026)D2C Companies in Leeds: 99 Active Firms (2026)Commercial Real Estate Companies in Leeds: 97 Active Firms (2026)Mortgage Lending Companies in Leeds: 90+ Active Firms (2026)Leisure Venue Companies in Leeds: 200+ Active Firms (2026)Domiciliary Care Companies in Leeds: 200+ Active Firms (2026)Optometry Companies in Leeds: 80+ Active Firms (2026)Packaging Companies in Leeds: 86 Active Firms (2026)Telecoms Companies in Leeds: 80+ Active Firms (2026)General Insurance Companies in Leeds: 83 Active Firms (2026)Luxury Goods Companies in Leeds: 82 Active Firms (2026)Facilities Management Companies in Leeds: 82 Active Firms (2026)Estate Agency Companies in Leeds: 81 Active Firms (2026)Branding Companies in Leeds: 79 Active Firms (2026)Chemicals Companies in Leeds: 80 Active Firms (2026)Arable Farming Companies in Leeds: 76 Active Firms (2026)Agricultural Equipment Companies in Leeds: 75 Active Firms (2026)Investment Banking Companies in Leeds: 74 Active Firms (2026)Broadband Companies in Leeds: 70+ Active Firms (2026)Protection Insurance Companies in Leeds: 72 Active Firms (2026)Public Healthcare Companies in Leeds: 71 Active Firms (2026)Cloud Computing Companies in Leeds: 70+ Active Firms (2026)Oil and Gas Companies in Leeds: 70 Active Firms (2026)Market Research Companies in Leeds: 69 Active Firms (2026)Medical Device Companies in Leeds: 70 Active Firms (2026)Electronics Companies in Leeds: 69 Active Firms (2026)Forestry and Timber Companies in Leeds: 66 Active Firms (2026)Cybersecurity Companies in Leeds: 65 Active Firms (2026)Translation Companies in Leeds: 65 Active Firms (2026)Planning Consultancy Companies in Leeds: 80+ Active Firms (2026)Tour Operation Companies in Leeds: 62 Active Firms (2026)Data Analytics Companies in Leeds: 63 Active Firms (2026)Managed Communications Companies in Leeds: 58 Active Firms (2026)IT Reseller Companies in Leeds: 50+ Active Firms (2026)Project Management Companies in Leeds: 60 Active Firms (2026)Solar Installation Companies in Leeds: 53 Active Firms (2026)Printing Companies in Leeds: 50+ Active Firms (2026)Veterinary Companies in Leeds: 51 Active Firms (2026)Aviation Companies in Leeds: 51 Active Firms (2026)Mining & Extractives Companies in Leeds: 51 Active Firms (2026)Maritime Companies in Leeds: 49 Active Firms (2026)Heat Pump Companies in Leeds: 47 Active Firms (2026)Pharma Distribution Companies in Leeds: 47 Active Firms (2026)Startup Companies in Leeds: 47 Active Firms (2026)Aerospace & Defence Companies in Leeds: 47 Active Firms (2026)AI Companies in Leeds: 45 Active Firms (2026)Structural Engineering Companies in Leeds: 43 Active Firms (2026)Property Surveying Companies in Leeds: 43 Active Firms (2026)Further Education Companies in Leeds: 42 Active Firms (2026)Criminal Family Law Companies in Leeds: 42 Active Firms (2026)Property Advisory Companies in Leeds: 40+ Active Firms (2026)Cleantech Companies in Leeds: 40+ Active Firms (2026)Commercial Law Companies in Leeds: 41 Active Firms (2026)Operations Consulting Companies in Leeds: 39 Active Firms (2026)Mobile Networks Companies in Leeds: 38 Active Firms (2026)Oil Field Services Companies in Leeds: 39 Active Firms (2026)Environmental Testing Companies in Leeds: 38 Active Firms (2026)Modular Construction Companies in Leeds: 37 Active Firms (2026)Paper Manufacturing Companies in Leeds: 37 Active Firms (2026)Events Companies in Leeds: 37 Active Firms (2026)Executive Search Companies in Leeds: 35 Active Firms (2026)Social Enterprise Companies in Leeds: 35 Active Firms (2026)Biotech Companies in Leeds: 34 Active Firms (2026)HR Consulting Companies in Leeds: 33 Active Firms (2026)Venture Capital Companies in Leeds: 33 Active Firms (2026)Environmental Consulting Companies in Leeds: 33 Active Firms (2026)Freight Forwarding Companies in Leeds: 33 Active Firms (2026)BPO Companies in Leeds: 31 Active Firms (2026)Product Testing Companies in Leeds: 31 Active Firms (2026)Student Accommodation Companies in Leeds: 30 Active Firms (2026)Quarrying Companies in Leeds: 28 Active Firms (2026)EV Charging Companies in Leeds: 27 Active Firms (2026)Defence and Security Companies in Leeds: 27 Active Firms (2026)Radio and Podcasting Companies in Leeds: 26 Active Firms (2026)Robotics Automation Companies in Leeds: 25 Active Firms (2026)Professional Sport Companies in Leeds: 25 Active Firms (2026)Carbon and Climate Companies in Leeds: 25 Active Firms (2026)

Related directories

Frequently asked questions

How many pensions companies are there in the Leeds?
Around 70 actively-trading pensions companies are registered in the Leeds. Of those, 0 report turnover above £5M in their most recent filed accounts.
What counts as a pensions company in this list?
A company is included when its public website and filed activity descriptions indicate it sells pensions 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 pensions companies in the Leeds?
The list is ordered by reported UK turnover from each firm's most recent Companies House XBRL filing, so the largest pensions companies in the Leeds appear at the top of the table. About 0 of the 70 actively-trading firms report turnover above £5M in their most recent accounts; subsidiaries that file consolidated worldwide accounts are excluded so the figures stay UK-specific.
What do pensions companies in the Leeds actually do?
Revenue usually comes from recurring service fees rather than one-off transactions. Leeds pensions firms tend to charge employers and trustee-linked clients through retainers, per-scheme administration fees, project fees for reviews or transfers, and fixed or hourly advice fees for individual retirement work. The service shape is part professional advice, part regulated administration: maintaining member records, preparing communications, supporting contributions, reviewing scheme choices and helping clients evidence decisions. Margins depend less on transaction volume than on client retention, adviser utilisation and the cost of keeping processes audit-ready.
How does Leeds pensions compare internationally?
Cross-border comparisons of pensions 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 pensions companies in the Leeds?
Company sizes in this list vary widely. The median actively-trading pensions firm employs around 4 people, and median UK turnover across the list is roughly £276k in the most recent filed accounts.
Are these mostly new or established pensions companies?
5 of the 70 actively-trading pensions companies in this list were incorporated since 2022; the remainder were incorporated before then, so the Leeds 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.

Push these 70 companies into your pipeline.

Find the right decision-makers, see verified company data, and export your list in seconds.