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Pensions Companies in Leicester: 37 Active Firms (2026)
Pensions and retirement companies administer, advise on and support long-term savings, with operations in and around Leicester.
Buying centres tend to sit with employer benefits teams, trustee boards, independent advisers and finance directors rather than a software budget holder. Work is often won through trust, compliance track record and local referral routes, with engagements usually sized as retained administration, member support, retirement-income advice or project-based scheme reviews rather than enterprise procurement programmes. The buying unit is cautious: clients want continuity, clear audit trails and people who can explain technical changes without turning every interaction into a legal memorandum. Leicester providers therefore appear closer to specialist service firms than volume platforms, serving employers, trustees and individual savers through recurring relationships.
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Leicester has 37 actively trading pensions and retirement firms in this list, making the local market relatively compact. Reported headcount totals 361 people, which points to a service-heavy base rather than a market dominated by large employers. The pattern is consistent with owner-managed advisers, specialist administration teams and small professional-service firms that can retain employer or trustee relationships over long periods. For researchers, the useful point is operating density: a modest number of active firms, but enough reported employment to suggest more than a purely directory-led cluster.
Activity determines the regulatory burden more than the pensions label. Personal retirement advice, transfer support, scheme administration and employer workplace-pension services each carry different permission, disclosure, governance and record-keeping expectations. That matters for a Leicester market built around recurring advice and administration: client relationships may look local and relationship-led, but the work still depends on documented suitability, member communications, complaints handling and continuity planning. Providers serving trustees or employers also need processes that survive staff changes, because scheme decisions and member queries can run long after the original adviser relationship was formed.
Revenue-scaled providers appear scarce, so the local sector is likely to remain weighted towards specialist advice, administration and compliance-led service work rather than platform consolidation. New formation also appears limited, which tends to favour established relationships and referral networks over high-volume acquisition. Demand should be steadier where employers, trustees and savers need help interpreting scheme obligations or retirement-income choices, but fee pressure is likely to persist in routine administration. The more defensible firms will probably be those that combine technical pensions knowledge with plain service delivery, without trying to look like broad financial conglomerates.
37
Active firms
2026
0
Over £5M
No firms above £5M turnover
1
New since 2022
Recent incorporation
Key facts
2% of the cohort was incorporated since 2022 (1 firms), so a sizeable share is in its first few filing cycles.
Scheme administration, advice and operational support are the main activity types in this Leicester pensions and retirement segment.
Buyer relationships tend to run over long periods because pensions work links recurring advice with administration-heavy services.
Employers, trustees and individual savers are the main customer groups referenced for the local pensions market.
Top Leicester Pensions companies
BEECHWOOD TRUSTEESHIP & ADMINISTRATION LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides consultancy, administration and professional trusteeship services for employer‑sponsored pension schemes, specialising in Small Self Administered Pension Schemes (SSAS). Supports scheme…
Serves businesses and employers establishing, running or winding up employer-sponsored pension schemes, particularly those using Small Self Administered Pension Schemes (SSAS) and organisations…
Financial Health
WeakWeak · 0% CAGR over 2y
Location
Westerby Trustee Services Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides trusteeship and administration services for Self‑Invested Personal Pensions (SIPP) and Small Self‑Administered Schemes (SSAS). Offers pension plan operation, investment administration, and…
Serves individuals seeking self-invested pensions, small to medium-sized businesses using SSAS arrangements, and financial advisers needing client pension support, with relevance to commercial…
Financial Health
StableStable · 0% CAGR over 2y
Location
LINDLEY TRUSTEES LIMITED
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides professional trustee and fiduciary services for pension schemes and trusts. Also supports wealth management activities including investment portfolio management, retirement and pension…
Serves individuals and families, business owners, employers seeking employee benefits and wellbeing support, and professional introducers with client financial planning needs.
Financial Health
StableStable
Location
GATEWAY FINANCIAL ADVISERS (UK) LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice for individuals and businesses, covering investments, pensions and SSAS/SIPP management, life assurance and business protection, retirement planning, inheritance…
Serves both individual consumers and businesses seeking independent financial advice, including clients needing investments, pensions, mortgages, equity release, inheritance tax planning, wills and…
Financial Health
StableStable · 0% CAGR over 4y
Location
Mattioli Woods
Provides wealth management and financial planning services including pensions advice, investment portfolio management, retirement planning, tax and estate planning, and employee benefits consulting…
Serves private individuals, families, business owners and employers, plus trustees and professional introducers, targeting clients with pension, investment, estate-planning, business-protection,…
Location
Mattioli Woods
Provides financial planning and wealth management services including pension advice, investment portfolio management, tax‑efficient investing, estate and inheritance planning, and employee benefits…
Serves a mix of individuals and families, business owners, employers, and professional introducers whose clients need pensions, investments, wealth planning or employee benefit support.
Location
SANCTUARY WEALTH PLANNING LIMITED
Trajectory
5y · 2019–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong · Hiring · 8% CAGR over 5y
Location
INGENIOUS FINANCIAL SOLUTIONS LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals, families and small to medium-sized businesses. Services include pensions and retirement planning, investment and savings advice, life and income…
Serves UK-based individuals, family groups and small to medium-sized businesses, including private clients with careers, inherited assets or investment portfolios, and corporate clients.
Financial Health
StrongStrong · Growing, Hiring · 6% CAGR over 4y
Location
Willday Wealth Management Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and advisory services including pensions, investments, ISAs and mortgage advice. Offers pension transfer advice, retirement planning, and related wealth management…
Serves UK consumers and families, including retirement savers, high earners, mortgage borrowers, investors, parents planning for children, and individuals considering inheritance or estate planning.
Financial Health
HealthyHealthy · Hiring · 37% CAGR over 4y
Location
Westerby Investment Management Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice including pension and retirement planning, investment and savings guidance, inheritance tax planning, tax mitigation strategies, life insurance advice, cashflow…
Sells to individual consumers seeking independent financial advice, especially people planning retirement, investing savings, arranging life insurance, and managing tax or inheritance matters. Also…
Financial Health
WeakWeak · 3% CAGR over 2y
Location
SSAS PRACTITIONER.COM LTD
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides administration services for Small Self-Administered Scheme (SSAS) pensions, including scheme setup or takeover, ongoing administration, HMRC compliance, member record keeping, contributions…
Serves UK-based business owners and company directors seeking SSAS pension arrangements, as well as professional financial advisers supporting clients with member-directed pension schemes.
Financial Health
StableStable · Hiring · 5% CAGR over 4y
Location
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides administration and professional trustee services for Small Self‑Administered Scheme (SSAS) occupational pension schemes. Handles scheme paperwork, regulatory reporting and ongoing…
Serves businesses and individuals establishing or running Small Self-Administered Schemes (SSAS), targeting pension scheme members and trustees seeking administration and professional trustee support…
Financial Health
StrongStrong · Hiring · 19% CAGR over 4y
Location
HSP FINANCIAL PLANNING LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to private and corporate clients, including pension and retirement planning, investment and portfolio advice, inheritance tax planning, family protection, and…
Serves private individuals, families and corporate clients in and around Leicester/Leicestershire, including people planning retirement or estates and businesses needing employee or corporate…
Financial Health
StableStable · -68% CAGR over 4y
Location
gp3 Financial Solutions Limited
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals and businesses, including pensions, savings and investments, mortgages, protection insurance, workplace auto‑enrolment schemes, inheritance tax…
Serves individuals, families, retirees, business owners and employers seeking independent financial advice across personal wealth, retirement planning and workplace pension responsibilities.
Financial Health
StableStable · 2% CAGR over 4y
Location
Perrett & Co. Financial Services Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial planning and advisory services to individuals and businesses, including pension and retirement planning, investment and savings advice, tax and estate planning,…
Serves private individuals at different life stages and businesses, including employers seeking employee benefits and corporate protection, primarily in the East Midlands.
Financial Health
StableStable · Hiring · 29% CAGR over 2y
Location
Rowley Turton (I.F.A.) Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial planning and wealth management services, including retirement planning, pension advice, investment management, inheritance tax planning, and financial guidance for…
Serves private individuals and couples, particularly people in Leicester who are planning for retirement, already retired, or recently bereaved and needing personal financial guidance.
Financial Health
HealthyHealthy · Hiring · 8% CAGR over 2y
Location
BERRY WEALTH MANAGEMENT LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals and businesses, including retirement planning, pensions, protection, savings and investment advice, auto‑enrolment support, and guidance on wills…
Serves individuals, families, business owners and businesses seeking independent financial advice, including clients connected through an accountancy practice and people with retirement or later-life…
Financial Health
HealthyHealthy · Hiring · 7% CAGR over 4y
Location
PSA Financial Services Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice and planning services, including pensions and retirement planning, savings and investment advice, mortgage and equity release guidance, estate and long‑term care…
Serves individual clients and families in Leicestershire seeking independent financial advice on retirement, pensions, mortgages, equity release, savings, investments, estate planning, long-term care…
Financial Health
HealthyHealthy · 3% CAGR over 2y
Location
Angell Mallinder Limited
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial planning and advisory services to private and corporate clients, including investment and asset management, pensions and retirement planning, estate and inheritance tax…
Serves private individuals, families and business clients of all sizes seeking independent financial advice, including retirement planners, estate and inheritance planning clients, and employers with…
Financial Health
HealthyHealthy · Hiring · 6% CAGR over 4y
Location
Bailey Finance Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals and businesses, covering mortgages, pensions and retirement planning, investment and wealth management, insurance protection, estate and trustee…
Serves UK individuals and businesses, including high-net-worth clients, professionals, trustees, start-ups, established companies, partnerships, the self-employed and business owners.
Financial Health
StableStable · 0% CAGR over 4y
Location
Chesterton House Financial Planning Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and advisory services for individuals and families, including retirement planning, inheritance tax and estate planning, family wealth planning, and advice following…
Serves private individuals, families and business owners with accumulated wealth, including people approaching retirement, receiving windfalls, managing inheritance plans, or selling/exiting a…
Financial Health
StableStable · 1% CAGR over 2y
Location
Crownhouse IFAS Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advisory services to small businesses and individuals, including tax mitigation planning, pension scheme advice, succession and inheritance planning, investment and…
Serves small businesses, company owners and private individuals seeking financial advice around tax, pensions, succession, inheritance and retirement, with support from specialist professional…
Financial Health
StableStable · 0% CAGR over 5y
Location
LAWRANCE BENNETT PARTNERS LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and advisory services to individuals and business owners, including tax and trust planning, retirement and business exit planning, and advice on implementing and managing…
Serves a mix of UK-based consumers and businesses, including individuals planning personal finances, business owners preparing for retirement or exit, and employers managing workplace pension…
Financial Health
StableStable · -4% CAGR over 4y
Location
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and investment management services to individuals and families. Also offers trustee services and financial consultancy, advising on areas such as retirement planning,…
Serves private individuals, families, business owners approaching sale or retirement, trustees, and professional advisers seeking support for clients with financial planning and investment needs.
Financial Health
StrongStrong · Hiring · 19% CAGR over 4y
Location
Progressive Planning Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals and business owners, including pension and retirement planning, investment portfolio management, savings and ISA advice, protection and insurance…
Targets private individuals, families and business owners, as well as companies, looking for an independent financial adviser to support personal, owner-managed business and employee financial…
Financial Health
HealthyHealthy · Growing · 0% CAGR over 4y
Location
Verve Wealth Management Ltd
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StableStable · 0% CAGR over 3y
Location
Imperial Wealth Advisory Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advisory services to individuals, families, and businesses, including retirement planning, investment advice, estate planning, life and general insurance, and corporate…
Serves a mix of private clients and businesses, including professionals, families, company directors and employers seeking personal wealth, retirement, protection and corporate benefits advice.
Financial Health
StrongStrong · Growing, Hiring · 22% CAGR over 4y
Location
HENRY SPAIN INVESTMENT SERVICES LIMITED
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides financial advice and planning services for individuals, including investment portfolio planning, pensions advice, ISA investments and inheritance tax planning. Offers tailored investment…
Serves private clients and households around Market Harborough and Oakham seeking financial planning, investment, pension and inheritance tax advice, including people reviewing existing investments…
Financial Health
HealthyHealthy · -65% CAGR over 4y
Location
RADIANT FINANCIAL PLANNING LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial planning and wealth management services for individuals and businesses, including investment advice, retirement planning, mortgages, tax planning, employee benefits,…
Serves a mix of private individuals and businesses, including families, homebuyers, landlords, retirees, entrepreneurs, owner-managers, senior executives, employers and veterinary professionals.
Financial Health
HealthyHealthy · -63% CAGR over 4y
Location
O'Connor Wealth Management Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management advice to private and corporate clients, including investment management, retirement and protection planning, mortgages, intergenerational wealth…
Serves private individuals and business clients, including private clients, retirees, business owners, company directors, senior executives, city and sports professionals, contractors, charities,…
Financial Health
WeakWeak · -6% CAGR over 4y
Location
ANDREW BOURNE & CO INDEPENDENT FINANCIAL ADVISERS LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice and planning services including retirement and pension planning, savings and investments, life assurance and income protection, mortgage advice, equity release,…
Serves private individuals, families, homeowners and retirees, alongside corporate clients seeking independent financial advice and related protection or insurance support.
Financial Health
StableStable · Hiring · 14% CAGR over 2y
Location
NARWAL WEALTH MANAGEMENT LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management advice, including investment planning, retirement planning, protection, mortgages, and intergenerational wealth planning. Acts as an appointed…
Serves families and individuals, including medical professionals, business owners, city professionals and people approaching or in retirement, plus businesses needing corporate financial support.
Financial Health
StableStable · -66% CAGR over 4y
Location
Webb Wealth Management Ltd
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StrongStrong · 0% CAGR over 2y
Location
Laurence Clarke Limited
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial planning and advisory services for individuals, families and business owners. Offers guidance on wealth building, retirement planning, tax‑efficient income, inheritance…
Serves individuals and families, including professionals, business owners and directors, people building wealth, those approaching or in retirement, and clients planning inheritance or family…
Financial Health
HealthyHealthy · Growing · 0% CAGR over 4y
Location
LORD CLARKE LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and advisory services including pensions planning, life insurance and protection, mortgage advice, savings and investment planning, and estate planning, helping…
Serves individual consumers and families planning for retirement, home ownership, financial protection, savings and inheritance, including clients wanting holistic personal finance guidance.
Financial Health
HealthyHealthy · -9% CAGR over 4y
Location
EPSILON MORTGAGES LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent mortgage and financial advice to individuals and businesses, covering residential mortgages, protection insurance, savings and investment products, and pensions. Offers…
Serves UK individuals and businesses seeking independent financial and mortgage advice, including clients needing support with protection, pensions, savings and investments.
Financial Health
WeakWeak · Hiring · 12% CAGR over 2y
Location
BROAD & CO. WEALTH MANAGEMENT LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice and wealth management services including investment planning, pensions, mortgages and protection products. Assesses clients’ financial goals, recommends suitable…
Serves individual consumers and families seeking personal financial guidance, from first-time mortgage borrowers to people planning retirement, managing investments, or arranging protection.
Financial Health
DistressedDistressed · -60% CAGR over 5y
Location
Home Matters Services Limited
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and advisory services, including pensions planning, investment and savings advice, mortgage brokerage, life assurance and income protection. Also advises on business…
Sells to UK consumers seeking personal financial advice, particularly individuals and families needing mortgages, pension planning, investments, savings, life assurance and income protection.
Financial Health
DistressedDistressed · -4% CAGR over 4y
Location
DESIGNER MORTGAGES LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides financial advice to individuals on mortgages, pensions, investments and insurance protection, recommending products from selected providers and arranging mortgage finance through…
Serves individual consumers and households in the UK seeking personal financial advice, including people planning mortgages, pensions, investments and protection products, rather than business or…
Financial Health
WeakWeak · -3% CAGR over 4y
Location
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How Leicester Pensions companies work and how to sell to them
What they do
Leicester pensions providers usually earn through recurring adviser charges, scheme-administration retainers, per-member fees and project work around transfers, governance reviews or retirement-income planning. The service shape is mixed: technical advice, member communications, administration processes and document-heavy compliance support, sometimes wrapped around third-party investment or payroll systems. Engagements are rarely pure software subscriptions. Pricing tends to reflect scheme complexity, member volumes, assets under advice or the amount of senior adviser time needed, with extra revenue from one-off reviews when employers change benefits arrangements or savers approach retirement.
Who they sell to
Typical buyers include owner-managed employers, finance directors, HR and benefits leads, trustee boards, professional advisers and individual savers with decisions to make about retirement income. Employer and trustee work tends to move through referrals, adviser panels, local networks or formal review processes, while individual advice is more relationship-led. Larger schemes may ask for written proposals and evidence of process controls, but many Leicester providers still sell through direct conversations and reputation. Sales cycles can be short for a discrete review, but pension administration or trustee-facing work often takes months because switching carries operational and regulatory risk.
What they buy
Most pensions firms tend to spend on tools and services that reduce manual administration without weakening the adviser-client relationship. Common needs include CRM, case management, document storage, secure client portals, workflow tracking, e-signature, billing, management accounts, compliance monitoring and staff training. Firms handling member queries may also buy contact-centre support, transcription, identity checks, cyber security, backup, professional indemnity advice and outsourced technical research. Recruitment can matter where specialist pensions knowledge is scarce, particularly for administrators and paraplanners. Marketing purchases are usually practical rather than brand-led: referral support, website upkeep, local search and content that explains complex pension choices in plain English.
Why and how to sell to them
Pensions buyers tend to evaluate suppliers when manual processes start to affect service levels, when a new employer or trustee client changes workload, or when regulatory change forces better evidence of suitability, communications and complaints handling. Partner retirement, succession planning and staff turnover can also expose weak internal systems. Outbound messages are more credible when they link to auditability, lower rekeying, clearer member communication or continuity of service, rather than abstract productivity claims. The safer pitch is usually operational: help advisers and administrators keep control of sensitive, long-running client work while making routine tasks easier to evidence and repeat.
How this list is built
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 Leicester
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Frequently asked questions
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