Pensions Companies in Leeds: 70 Active Firms (2026)

Updated May 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.

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.

What’s in the file

One row per company, 50+ columns — everything below plus each company’s verified directors, from Companies House filings.

Company data

Company name

Website

City & address

Companies House no.

Incorporation date

SIC codes & industry tags

What they do / who they sell to

Turnover, profit, cash & net assets

Employees

Growth (YoY & 3-year)

Financial-health score & flags

Sales-readiness score

Detected technologies

Verified directors — included

Director names

Director roles

Appointment dates

Active firms

2026

New incorporations

since 2022

Above £5M

revenue band

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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

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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)

Michael Richard Huber

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£242.3KEstimate

Founded

13 years ago

Since Jul 2013

Wakefield, West Yorkshire

Financial health

Financial Health

Stable

Stable · -10% CAGR over 4y

Location

Unit 8 Paragon Business Park, Red Hall Court

Wakefield, West Yorkshire, WF1 2UY

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CORPORATE PENSIONS ADMINISTRATION LIMITED

Corpad Employee Benefits

Wealth ManagementInsuranceManagement Consulting

0 employeesInc. 2007Leeds, West YorkshireCH 06140564

corpademployeebenefits.com/contact-us

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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)

Robert Trevor Best

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

19 years ago

Since Mar 2007

Leeds, West Yorkshire

Financial health

Financial Health

Weak

Weak · -66% CAGR over 4y

Financial distressTechnical insolvency

Location

Unit 4, Antler Complex Bruntcliffe Way, Morley

Leeds, West Yorkshire, LS27 0JG

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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

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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.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£462KEstimate

Founded

22 years ago

Since Aug 2003

Leeds, Yorkshire

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

3 Victoria Court, Bank Square Morley

Leeds, Yorkshire, LS27 9SE

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I.P.M Pensioneer Trustees Limited

IPM

Wealth ManagementInsurance

Inc. 1992Leeds, West YorkshireCH 02726477

ipm-pensions.co.uk

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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.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£20.3KEstimate

Founded

34 years ago

Since Jun 1992

Leeds, West Yorkshire

Financial health

—

Financial Health

N/A

Location

3 Victoria Court, Bank Square, Morley

Leeds, West Yorkshire, LS27 9SE

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Henderson Employee Benefits Limited

HEB Wealth and Employee Benefits

Wealth ManagementInsurance

13 employeesInc. 1966LeedsCH 00889002

heb.uk.com

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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)

Stephen Charles McDermott

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£952.9KEstimate

Founded

59 years ago

Since Oct 1966

Leeds

Financial health

Financial Health

Strong

Strong · Hiring · 6% CAGR over 3y

Hiring

Location

No.2, The Bourse

Leeds, LS1 5DE

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Clayton Holmes Naisbitt Financial Administration LLP

CHN Financial Consultancy

Wealth ManagementInsurance

Inc. 2013Leeds, West YorkshireCH OC382073

chnfc.co.uk

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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.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£0Estimate

Founded

13 years ago

Since Jan 2013

Leeds, West Yorkshire

Financial health

—

Financial Health

N/A

Location

Chn House 1 John Charles Way, Gelderd Road

Leeds, West Yorkshire, LS12 6QA

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Lazenbys Financial Services Limited

Lazenbys Financial Services

Wealth ManagementInsuranceAsset Management

5 employeesInc. 2012LeedsCH 08241393

lazenbysfs.co.uk

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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)

Delia Marie Lazenby

Director

Alan Lazenby

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£96.4KEstimate

Founded

13 years ago

Since Oct 2012

Leeds

Financial health

Financial Health

Healthy

Healthy · Hiring · 6% CAGR over 4y

Hiring

Location

First Floor, Stable Mews Beechwood Estate, Roundhay

Leeds, LS8 2LQ

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Brook-Dobson Brear Limited

Brook-Dobson Brear

Wealth Management

Inc. 2006LeedsCH 05674756

attivo.co.uk/brook-dobson-brear

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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)

Andrew Spencer Brook-Dobson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£584.3KEstimate

Founded

20 years ago

Since Jan 2006

Leeds

Financial health

Financial Health

Distressed

Financial distress

Location

Richmond House Lawnswood Business Park, Redvers Close

Leeds, LS16 6QY

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SMG F.S Limited

SMG F.S

Wealth Management

15 employeesInc. 1982Leeds, West YorkshireCH 01670009

smgfs.com

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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…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£779.7KEstimate

Founded

43 years ago

Since Oct 1982

Leeds, West Yorkshire

Financial health

Financial Health

Weak

Weak · Hiring · 12% CAGR over 2y

Hiring

Location

6a Harewood Yard, Harewood

Leeds, West Yorkshire, LS17 9LF

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E L WATSON FINANCIAL PLANNING LIMITED

Watson FP

Wealth Management

21 employeesInc. 2005Leeds, West YorkshireCH 05383444

watsonfp.com

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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)

Jonathan Darnton Wade

Director

Russell James Peaker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£576.6KEstimate

Founded

21 years ago

Since Mar 2005

Leeds, West Yorkshire

Financial health

Financial Health

Strong

Strong · Hiring · 15% CAGR over 4y

Hiring

Location

Gresham House, 5-7 St Pauls Street

Leeds, West Yorkshire, LS1 2JG

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Christopher Little & Co Limited

Christopher Little

Wealth Management

6 employeesInc. 2021Otley, West YorkshireCH 13357480

christopher-little.co.uk

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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)

Thomas Louis Hatley

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£363.1KEstimate

Founded

5 years ago

Since Apr 2021

Otley, West Yorkshire

Financial health

Financial Health

Strong

Strong · Hiring · 10% CAGR over 2y

Hiring

Location

75 Bondgate

Otley, West Yorkshire, LS21 3AB

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Vibrant Wealth Management Ltd

Vibrant Wealth Management

Wealth Management

7 employeesInc. 2016Leeds, West YorkshireCH 10533345

vibrantwealthmanagement.co.uk

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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)

Yogesh Dhir

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£255.7KEstimate

Founded

9 years ago

Since Dec 2016

Leeds, West Yorkshire

Financial health

100

Financial Health

Strong

Strong · Hiring · 15% CAGR over 4y

Hiring

Location

Suite L1.02 Floor 1, The Leeming Building, Vicar Lane

Leeds, West Yorkshire, LS2 7JF

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Richardson Premier Wealth Ltd

Richardson Premier Wealth

Wealth ManagementInsurance

6 employeesInc. 2016Otley, West YorkshireCH 10351631

rpwifa.co.uk

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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)

Naomi Richardson

Director

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Company vitals

UK Headcount

UK Revenue

£294.3KEstimate

Founded

9 years ago

Since Aug 2016

Otley, West Yorkshire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 5y

Location

Westgate, 14 Beech Hill

Otley, West Yorkshire, LS21 3AX

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Chris Bell Associates Limited

Chris Bell Associates

Wealth Management

5 employeesInc. 2006Otley, West YorkshireCH 05800411

chrisbellassociates.co.uk

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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)

Tracy Mary Bell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£195.2KEstimate

Founded

20 years ago

Since Apr 2006

Otley, West Yorkshire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 5y

Location

14 Beech Hill

Otley, West Yorkshire, LS21 3AX

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AGE

Wealth ManagementInsurance

5 employeesInc. 2004LeedsCH 05265969

agepartnership.co.uk

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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,…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£82.2KEstimate

Founded

21 years ago

Since Oct 2004

Leeds

Location

2200 Century Way, Thorpe Park

Leeds, LS15 8ZB

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Sovereign Advisory LLP

Sovereign Wealth

Wealth Management

0 employeesInc. 2009LeedsCH OC350767

sovereign-wealth.co.uk

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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…

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Company vitals

UK Headcount

UK Revenue

£972.3KEstimate

Founded

16 years ago

Since Dec 2009

Leeds

Financial health

Financial Health

Stable

Stable · -77% CAGR over 5y

Location

1285 Century Way, Thorpe Park

Leeds, LS15 8ZB

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BERRY & OAK LIMITED

Berry & OAK

Wealth Management

0 employeesInc. 2016Boston SPA, West YorkshireCH 09940516

berryandoak.com

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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)

Sarah Eleanor Elson

Director

Andrew David Elson

Director

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Company vitals

UK Headcount

UK Revenue

£521.1KEstimate

Founded

10 years ago

Since Jan 2016

Boston SPA, West Yorkshire

Financial health

Financial Health

Weak

Weak · -66% CAGR over 4y

Location

Boston House, 214 High Street

Boston Spa, West Yorkshire, LS23 6AD

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WEST PARK INVESTMENT PARTNERSHIP LIMITED

West Park Investment

Wealth ManagementAsset Management

16 employeesInc. 2014Leeds, West YorkshireCH 09054254

wpip.co.uk

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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)

Robert Martin Treweek

Director

Ian David Strong

Director

James Courtenay Roper

Director

Michelle Strong

Director

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Company vitals

UK Headcount

UK Revenue

£2MEstimate

Founded

12 years ago

Since May 2014

Leeds, West Yorkshire

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

3 Clayton Wood Court, West Park Ring Road

Leeds, West Yorkshire, LS16 6QW

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LIBERATE WEALTH (THORNTON) LIMITED

Liberate Wealth

Wealth Management

13 employeesInc. 2014Leeds, West YorkshireCH 08946656

liberatewealth.co.uk

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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)

Jelena Savonina

Director

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Company vitals

UK Headcount

UK Revenue

£735.3KEstimate

Founded

12 years ago

Since Mar 2014

Leeds, West Yorkshire

Financial health

Financial Health

Distressed

Distressed · -5% CAGR over 3y

Financial distress

Location

Suite N15 Radius, One City West, Gelderd Road

Leeds, West Yorkshire, LS12 6NJ

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S & K Berry Wealth Management Limited

S & K Berry Wealth Management

Wealth Management

10 employeesInc. 2022Leeds, West YorkshireCH 14449632

partnership.sjp.co.uk/stuartberry

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount93 / 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)

Kerry Jane Berry

Director

Robert Gordon Stalker

Director

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Company vitals

UK Headcount

UK Revenue

£867KEstimate

Founded

3 years ago

Since Oct 2022

Leeds, West Yorkshire

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 20% CAGR over 2y

GrowingHiring

Location

5 Woodside Mews, Clayton Wood Close

Leeds, West Yorkshire, LS16 6QE

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Redmayne Bentley

Wealth ManagementAsset Management

7 employeesInc. 2009LeedsCH OC344361

redmayne.co.uk

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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)

Philip Roger Armitage

Llp Designated Member

James Scott Andrews

Llp Designated Member

Damien John Duffield

Llp Member

Nicholas James Bettison

Llp Designated Member

Keith Loudon

Llp Designated Member

David Loudon

Llp Designated Member

Michael Edward John Wheeler

Llp Designated Member

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Company vitals

UK Headcount

UK Revenue

£83.3KEstimate

Founded

17 years ago

Since Mar 2009

Leeds

Location

3 Wellington Place

Leeds, LS1 4AP

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Clarity Wealth Limited

Clarity Wealth

Wealth Management

7 employeesInc. 2016Leeds, West YorkshireCH 10310076

claritywealth.co.uk

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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)

Richard Lester Platt

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£433.6KEstimate

Founded

9 years ago

Since Aug 2016

Leeds, West Yorkshire

Financial health

100

Financial Health

Strong

Strong · Hiring · 32% CAGR over 2y

Hiring

Location

Beechwood House Beechwood Estate, Roundhay

Leeds, West Yorkshire, LS8 2LQ

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Sovereign Wealth

Wealth Management

1 employeesInc. 2022LeedsCH 14326471

sovereign-wealth.co.uk

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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.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£19.7KEstimate

Founded

3 years ago

Since Aug 2022

Leeds

Location

1285 Century Way, Thorpe Park

Leeds, LS15 8ZB

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Dwb Wealth Consultancy (Wetherby) LLP

DWB Wealth Consultancy

Wealth Management

6 employeesInc. 2013Wetherby, North YorkshireCH OC383614

dwbwealth.co.uk

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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)

Ryan Wiggins

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£495.6KEstimate

Founded

13 years ago

Since Mar 2013

Wetherby, North Yorkshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 22% CAGR over 2y

Hiring

Location

1 Highcliffe Court, Greenfold Lane

Wetherby, North Yorkshire, LS22 6RG

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Age Partnership

Wealth ManagementInsurance

2 employeesInc. 2019LeedsCH 12258392

agepartnership.co.uk

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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.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£69.2KEstimate

Founded

6 years ago

Since Oct 2019

Leeds

Location

2200 Century Way, Thorpe Park

Leeds, LS15 8ZB

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MGP MANAGEMENT LTD

MGP Investment Management

Wealth ManagementAsset Management

1 employeesInc. 2014LeedsCH 09157534

mgp-investments.com

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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)

Lee Croucher

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£18.1KEstimate

Founded

11 years ago

Since Aug 2014

Leeds

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

67 Albion Street

Leeds, LS1 5AA

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Progeny

Wealth ManagementAsset ManagementLegal Services

6 employeesInc. 2019LeedsCH 11872596

theprogenygroup.com

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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)

Andrea Katherine Hodgson

Director

Pierre Olivier Sarkozy

Director

Ewen James Stevenson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£368.8KEstimate

Founded

7 years ago

Since Mar 2019

Leeds

Location

1a Tower Square

Leeds, LS1 4DL

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PGI FINANCIAL LIMITED

PGI Financial

Wealth Management

0 employeesInc. 2011Leeds, West YorkshireCH 07722437

pgifinancial.co.uk

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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)

Phillip Graham Instone

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£276.5KEstimate

Founded

14 years ago

Since Jul 2011

Leeds, West Yorkshire

Financial health

Financial Health

Weak

Weak · -78% CAGR over 3y

Location

Brookfield Court Selby Road, Garforth

Leeds, West Yorkshire, LS25 1NB

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Cowling Rawnsley Financial Solutions Limited

Cowling Rawnsley Financial Solutions

Wealth ManagementInsurance

6 employeesInc. 2004LeedsCH 05017690

cr-fs.com

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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…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£217.8KEstimate

Founded

22 years ago

Since Jan 2004

Leeds

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Leigh House, 28-32 St. Pauls Street

Leeds, LS1 2JT

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Tudor Financial Consultants Limited

Tudor Financial Consultants

Wealth ManagementInsurance

8 employeesInc. 2004LeedsCH 05184833

tudorfcltd.co.uk

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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.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£417.3KEstimate

Founded

22 years ago

Since Jul 2004

Leeds

Financial health

Financial Health

Stable

Stable · -7% CAGR over 4y

Location

Brook House Church Lane, Garforth

Leeds, LS25 1HB

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TFAS WEALTH LTD

Tfas Wealth

Wealth Management

0 employeesInc. 2021Leeds, West YorkshireCH 13664696

tfaswealth.com

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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)

Laura Appleton

Director

Lauren Kiley

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£504.6KEstimate

Founded

4 years ago

Since Oct 2021

Leeds, West Yorkshire

Financial health

Financial Health

Stable

Stable · -75% CAGR over 2y

Location

119-121 The Headrow, 2nd Floor, St Andrew House

Leeds, West Yorkshire, LS1 5JW

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Redmayne Bentley

Wealth ManagementAsset Management

2 employeesInc. 2009LeedsCH OC344508

redmayne.co.uk

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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)

Eric Spreng

Llp Designated Member

Simeon Laing

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£18.5KEstimate

Founded

17 years ago

Since Mar 2009

Leeds

Location

3 Wellington Place

Leeds, LS1 4AP

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GROUP POLICY SERVICES LIMITED

Explore Money

Wealth ManagementInsurance

Inc. 2019LeedsCH 12012275

2plan.com

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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.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£0Estimate

Founded

7 years ago

Since May 2019

Leeds

Financial health

Financial Health

Stable

Location

3rd Fl Bridgewater Place, Water Lane

Leeds, LS11 5BZ

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2plan wealth management

Wealth ManagementInsurance

2 employeesInc. 2008Leeds, West YorkshireCH 06761381

2plan.com

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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…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£86.2KEstimate

Founded

17 years ago

Since Nov 2008

Leeds, West Yorkshire

Location

3rd Floor, Bridgewater Place Water Lane

Leeds, West Yorkshire, LS11 5BZ

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RESIDENTIAL HOLMES LIMITED

Residential Holmes

Asset ManagementInsurance

1 employeesInc. 1998Clifford, YorkshireCH 03517574

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Headcount40 / 100

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£8.7KEstimate

Founded

28 years ago

Since Feb 1998

Clifford, Yorkshire

Financial health

Financial Health

Distressed

Distressed · 0% CAGR over 4y

Financial distressTechnical insolvency

Location

Moorside House, Clifford Moor Road

Clifford, Yorkshire, LS23 6LD

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R M JACKSON ASSOCIATES LTD

R M Jackson Associates

Asset ManagementInsurance

1 employeesInc. 2017Wetherby, West YorkshireCH 10693422

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Financial sub-scores

Computed from 5 filings

Net assets18 / 100

Key contacts (1)

Richard Michael Jackson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£180

Founded

9 years ago

Since Mar 2017

Wetherby, West Yorkshire

Financial health

Financial Health

Distressed

Financial distress

Location

Hallgarth Northgate Lane, Linton

Wetherby, West Yorkshire, LS22 4HN

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Venn Watson & Co. Ltd.

Venn Watson

Wealth ManagementInsurance

7 employeesInc. 1995Leeds, West YorkshireCH 03111435

vennwatson.com

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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)

Philip Wrenville Venn

Director

Marios Pieroudis

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

30 years ago

Since Oct 1995

Leeds, West Yorkshire

Financial health

Financial Health

Weak

Weak · -13% CAGR over 1y

Location

Leon & Co Chartered Accountants, 100 High Ash Drive

Leeds, West Yorkshire, LS17 8RE

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YORSIPP LIMITED

Yorsipp

Wealth Management

0 employeesInc. 2006Cleckheaton, West YorkshireCH 05743279

yorsipp.com

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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)

Harriet Kathleen Robertson

Director

Heather Lamborn

Director

Kirsty Rae Gallagher

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£442.4KEstimate

Founded

20 years ago

Since Mar 2006

Cleckheaton, West Yorkshire

Financial health

Financial Health

Stable

Stable · -65% CAGR over 4y

Location

288 Oxford Road, Gomersal

Cleckheaton, West Yorkshire, BD19 4PY

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EASTWOOD FINANCIAL SERVICES LIMITED

Eastwood Financial Services

Wealth Management

0 employeesInc. 1998HuddersfieldCH 03649630

eastwoodfinancial.co.uk

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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)

Andrew Pyrah

Director

Timothy Ball

Director

Karen Jane Wynard

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£912.1KEstimate

Founded

27 years ago

Since Oct 1998

Huddersfield

Financial health

Financial Health

Weak

Weak · -67% CAGR over 4y

Location

Northumberland House, Northumberland Street,

Huddersfield, HD1 1DT

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WEST RIDING PERSONAL FINANCIAL SOLUTIONS LIMITED

West Riding Personal Financial Solutions

Wealth Management

9 employeesInc. 2004Castleford, West YorkshireCH 05142989

wrpfs.com

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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)

Toni Rebecca Turton

Director

Linda Michelle Liversidge

Director

Neil Francis Liversidge

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£432.4KEstimate

Founded

22 years ago

Since Jun 2004

Castleford, West Yorkshire

Financial health

Financial Health

Healthy

Healthy · -5% CAGR over 2y

Location

West Riding House, 6-8 Commercial Street

Castleford, West Yorkshire, WF10 1DG

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T.L. Dallas Independent Financial Services Limited

T L Dallas Independent Financial Services

Wealth ManagementInsurance

8 employeesInc. 1993Bradford, West YorkshireCH 02846397

tldallasifs.co.uk

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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)

Jane MacLauchlan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£224.8KEstimate

Founded

32 years ago

Since Aug 1993

Bradford, West Yorkshire

Financial health

Financial Health

Weak

Weak · Hiring · 7% CAGR over 4y

Hiring

Location

Dallas House, Low Moor

Bradford, West Yorkshire, BD12 0HF

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THE FINANCIAL PARTNERSHIP ADVISERS LIMITED

The Financial Partnership

Wealth Management

11 employeesInc. 2009Brighouse, West YorkshireCH 06842746

financial-partnership.co.uk

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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)

Craig Raymond Barrett

Director

Sean Peter Larner

Director

Norman Anthony Stephenson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£805.6KEstimate

Founded

17 years ago

Since Mar 2009

Brighouse, West Yorkshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 16% CAGR over 4y

Hiring

Location

310 Halifax Road, Hove Edge

Brighouse, West Yorkshire, HD6 2PB

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DE LUCA WEST FINANCIAL PLANNING LIMITED

DeLuca West

Wealth Management

7 employeesInc. 2019Brighouse, West YorkshireCH 11942218

delucawest.co.uk

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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)

Susan Jean West

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£942.7KEstimate

Founded

7 years ago

Since Apr 2019

Brighouse, West Yorkshire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 2y

Location

Hastings House, Birds Royd Lane

Brighouse, West Yorkshire, HD6 1LQ

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Castlegate

Wealth Management

1 employeesInc. 2018PontefractCH 11676939

casfin.co.uk

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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…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£18.4KEstimate

Founded

7 years ago

Since Nov 2018

Pontefract

Financial health

Financial Health

Weak

Location

$Map of Pontefract$

3 Castlegate Drive

Pontefract, WF8 4RE

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CYGNET WEALTH MANAGEMENT LTD

Cygnet Wealth Management

InsuranceAsset Management

4 employeesInc. 2013Pontefract, West YorkshireCH 08476615

cygnetwealthmanagement.com

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Financial sub-scores

Computed from 5 filings

Net assets37 / 100

Cash79 / 100

Headcount40 / 100

Key contacts (2)

James Walker Rigby

Director

Lisa Marie Laidler

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£54.3KEstimate

Founded

13 years ago

Since Apr 2013

Pontefract, West Yorkshire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

$Map of Pontefract, West Yorkshire$

23 Westwinds, Ackworth

Pontefract, West Yorkshire, WF7 7RP

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CPS FINANCIAL SOLUTIONS LIMITED

CPS Financial Solutions

Wealth ManagementInsurance

10 employeesInc. 2005Huddersfield, West YorkshireCH 05587617

cpsfs.co.uk

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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)

Paul Bradley Cooper

Director

Craig Anthony Nicholls

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£576.9KEstimate

Founded

20 years ago

Since Oct 2005

Huddersfield, West Yorkshire

Financial health

Financial Health

Stable

Stable · -6% CAGR over 3y

Location

C/O Finlayson & Co Whitby Court, Abbey Road Shepley

Huddersfield, West Yorkshire, HD8 8EL

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HAWORTH FINANCIAL MANAGEMENT LIMITED

Haworths Financial Services

Wealth Management

2 employeesInc. 2020Huddersfield, West YorkshireCH 12983464

haworthsfs.co.uk

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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)

James Grant Haworth

Director

Lloyd Alexander Haworth

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£381.1KEstimate

Founded

5 years ago

Since Oct 2020

Huddersfield, West Yorkshire

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

87 Fitzwilliam Street

Huddersfield, West Yorkshire, HD1 5LG

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Hill Johnstone Wealth Management Limited

Hill Johnstone Wealth Management

Wealth Management

9 employeesInc. 2021Huddersfield, West YorkshireCH 13651446

hilljohnstone.co.uk

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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)

Andrew David Johnstone

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£789.1KEstimate

Founded

4 years ago

Since Sep 2021

Huddersfield, West Yorkshire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 3y

Location

Abacus House Pennine Business Park, Longbow Close

Huddersfield, West Yorkshire, HD2 1GQ

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TRIGPOINT FINANCIAL PLANNING LIMITED (FORMERLY COVE FINANCIAL PLANNING LIMITED)

Cove Financial Planning

Wealth Management

0 employeesInc. 2021IlkleyCH 13611335

covefp.co.uk

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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)

Rebecca Ann Bonner

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£57.5KEstimate

Founded

4 years ago

Since Sep 2021

Ilkley

Financial health

100

Financial Health

Strong

Location

1st Floor Wharfedale House, 50a The Grove

Ilkley, LS29 9EE

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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

Private Equity Companies in Leeds Asset Management Companies in Leeds Corporate Banking Companies in Leeds Financial Advisory Companies in Leeds Insurance Companies in Leeds Wealth Management Companies in Leeds See all industries in Leeds

Related directories

Pensions Companies in Bristol Pensions Companies in Manchester Pensions Companies in Reading Wealth Management Companies in Leeds Retirement Services Companies in Sheffield Pensions Companies in London Pensions Companies in Bournemouth Pensions Companies in Leicester

Frequently asked questions

How many pensions companies are there in Leeds?

Around 70 actively-trading pensions companies are registered in Leeds. Of those, 0 report turnover above £5M in their most recent filed accounts. This Leeds list covers companies across the wider Leeds travel-to-work area, including surrounding towns — not just the Leeds local-authority boundary.

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 Leeds?

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 pensions companies in Leeds 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 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 comparable across UK filers.

What do pensions companies in Leeds actually do?

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 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.

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