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Pensions Companies in Manchester: 95 Active Firms (2026)

Pensions companies in Manchester administer retirement savings, scheme advice and related benefits for employers and individuals across the city region.

Buying centres sit mainly with employer finance teams, trustee boards and individual-advice channels rather than broad consumer acquisition. Typical engagements are relationship-led: recurring administration, governance support, benefits advice and document-heavy back-office work, often with long retention once payroll, member communications and scheme processes are embedded. The ICP points to providers with modest UK revenue, lean specialist teams and some outsourced administration, so purchasing is likely to hinge on permissions, process discipline and trust rather than volume-led sales. Public-sector exposure may exist, but the clearest fit is with employers, trustees and individuals across the Manchester area.

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Manchester’s pensions cohort is small but identifiable, with 95 active companies serving employers, trustees and individual clients across the city region. Reported employment totals 549 people, which implies a market made up largely of specialist teams rather than large administration centres. No company in the cohort reports turnover above £5M, so the local picture looks more like a cluster of advice, governance and administration providers than a base for very large pensions platforms. Recent formation is limited too, with 4 firms incorporated since 2022, suggesting that most operators have been trading for longer than the current market cycle.

Pensions work in Manchester sits inside a regulated UK financial-services setting, even where the commercial offer is operational rather than investment-led. Scheme administration, advice and benefits work tends to be document-heavy, with governance cycles, member communications, contribution processing and audit trails shaping the operating model. Providers serving employers and trustees usually need formal evidence of permissions, conflicts handling and complaint processes, while individual-facing work adds suitability, disclosure and record-retention expectations. Market structure therefore favours specialist administration, actuarial-adjacent advice and back-office process capability over generic benefits consultancy.

Maturity appears to matter more than novelty in this cohort. New entrants are scarce, and the absence of larger reported-turnover firms suggests a local market weighted towards advisory practices, scheme-service specialists and lean administration providers. That does not imply fragility, but it does point to limited scale-up depth within Manchester itself. Work is likely to keep moving towards process assurance, evidence trails and outsourced specialist capacity, particularly where employers and trustees need pensions expertise without building large internal teams. Consolidation pressure may persist, though smaller firms with trusted client relationships can remain commercially relevant.

95

Active firms

2026

0

Above £5M

Reported revenue threshold

4

New since 2022

Recent incorporations

Key facts

4% of the cohort was incorporated since 2022 (4 firms), so a sizeable share is in its first few filing cycles.

Pensions work in Manchester spans employer scheme administration, retirement advice and related benefits services.

Buyer groups tend to include finance directors, HR teams, trustees and individuals planning retirement income.

The sector sits between employer services and regulated personal-finance activity, so sales and service models vary by customer type.

Operating models range from adviser-led practices to staff-based administration providers across the city region.

Top Manchester 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

HAMMOND RAGGETT & COMPANY LIMITED

Hammond Raggett
Wealth Management
21 employeesInc. 2000ManchesterCH 04087392
hammondraggett.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets38 / 100
Cash100 / 100
Headcount48 / 100
What does HAMMOND RAGGETT & COMPANY LIMITED do?

Provides independent financial planning and wealth management services for individuals and businesses, including advice on savings and investments, pensions and retirement planning, inheritance tax…

Who does HAMMOND RAGGETT & COMPANY LIMITED sell to?

Serves individuals and families seeking financial planning, plus business owners, directors and employers needing pension, protection, employee benefit and corporate investment advice across the UK.

Key contacts (1)
BR
Bernard Raggett
Director
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Company vitals
UK Headcount
21
UK Revenue
£1.1mEstimate
Founded
25 years ago
Since Oct 2000
HQ
Manchester
Financial health
58

Financial Health

Stable

Stable · 2% CAGR over 2y

Location

Map of Manchester
7th Floor, The Lexicon, Mount Street
Manchester, M2 5NT
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Hammond Raggett

Wealth Management
2 employeesInc. 2001ManchesterCH 04169647
hammondraggett.co.uk
What does Hammond Raggett do?

Provides independent financial planning and wealth management services. Advises individuals and businesses on pensions, savings and investments, retirement planning, inheritance tax planning,…

Who does Hammond Raggett sell to?

Serves private individuals, families, company directors and employers across the UK, including firms seeking staff pension, employee benefit and corporate investment advice.

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Company vitals
UK Headcount
2
UK Revenue
£22.7kEstimate
Founded
25 years ago
Since Feb 2001
HQ
Manchester

Location

Map of Manchester
7th Floor, The Lexicon, Mount Street
Manchester, M2 5NT
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Praxis

Wealth ManagementAsset Management
4 employeesInc. 2020ManchesterCH 12932905
praxisgroup.com

Trajectory

2y · 2022–Now

Financial sub-scores

Computed from 2 filings
Cash55 / 100
Headcount40 / 100
What does Praxis do?

Provides private wealth, corporate and fund administration services including trustee and company formation, company secretarial, accounting and financial reporting, treasury and compliance support,…

Who does Praxis sell to?

Serves high-net-worth individuals and families, corporate and fund clients, employers seeking pension solutions, and yacht owners or managers across international financial centres.

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Company vitals
UK Headcount
4
UK Revenue
£313.6kEstimate
Founded
5 years ago
Since Oct 2020
HQ
Manchester
Financial health
48

Financial Health

Stable

Stable · 0% CAGR over 1y

Location

Map of Manchester
9th Floor Ship Canal House, 98 King Street
Manchester, M2 4WU
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FARRSIGHT SOLUTIONS LIMITED

Farrsight Solutions
Asset ManagementInsurance
0 employeesInc. 2002ManchesterCH 04615021
farrsight.com

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets36 / 100
Cash82 / 100
Headcount0 / 100
Key contacts (1)
SM
Stephen Mark Lister Farrar
Director
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Company vitals
UK Headcount
0
UK Revenue
£63.4kEstimate
Founded
23 years ago
Since Dec 2002
HQ
Manchester
Financial health
39

Financial Health

Weak

Weak · -64% CAGR over 4y

Location

Map of Manchester
Cotton House, 12 - 18 Queen Street
Manchester, M2 5HS
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Hammond Raggett

Wealth Management
2 employeesInc. 2003ManchesterCH 04679196
hammondraggett.co.uk
What does Hammond Raggett do?

Provides independent financial planning and wealth management services, advising individuals and businesses on savings and investments, retirement planning, pensions, personal protection, inheritance…

Who does Hammond Raggett sell to?

Serves UK individual clients seeking personal financial planning, including families, parents, retirees and those planning investments, protection or inheritance. Also sells to businesses needing…

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Company vitals
UK Headcount
2
UK Revenue
£19.3kEstimate
Founded
23 years ago
Since Feb 2003
HQ
Manchester

Location

Map of Manchester
7th Floor, The Lexicon, Mount Street
Manchester, M2 5NT
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Daintree Wealth Management Limited

Daintree Wealth Management
Wealth Management
7 employeesInc. 2017ManchesterCH 10762963
daintreewm.com

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets95 / 100
Cash100 / 100
Headcount100 / 100
What does Daintree Wealth Management Limited do?

Provides financial planning and wealth management services for private individuals and institutions, including investment oversight, model portfolio services, pension advice, business exit planning,…

Who does Daintree Wealth Management Limited sell to?

Serves private individuals, families, business owners after exits, and institutional investors across the North West and wider UK with personal or institutional wealth needs.

Key contacts (1)
LK
Lubna Kaiser
Director
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Company vitals
UK Headcount
7
UK Revenue
£1.1mEstimate
Founded
9 years ago
Since May 2017
HQ
Manchester
Financial health
98

Financial Health

Strong

Strong · Growing, Hiring · 28% CAGR over 5y

GrowingHiring

Location

Map of Manchester
1 Balloon Street
Manchester, M4 4BE
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MANNING RUSHWORTH LTD.

Manning Rushworth
Asset ManagementInsurance
2 employeesInc. 2003Greater ManchesterCH 04724625
manningrushworth.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets7 / 100
Cash52 / 100
Headcount40 / 100
Key contacts (2)
SR
Sandra Rushworth
Director
DJ
Desmond John Rushworth
Director
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Company vitals
UK Headcount
2
UK Revenue
£43.5kEstimate
Founded
23 years ago
Since Apr 2003
HQ
Greater Manchester
Financial health
28

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

Map of Greater Manchester
24 Oswald Road, Chorlton Cum, Hardy, Manchester
Greater Manchester, M21 9LP
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M.U. PENSION TRUSTEES LIMITED

M.U. Pension Trustees
Asset ManagementInsurance
Inc. 1978ManchesterCH 01399318

Trajectory

5y · 2021–Now
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Company vitals
UK Headcount
0
UK Revenue
£0Estimate
Founded
47 years ago
Since Nov 1978
HQ
Manchester
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of Manchester
Oddfellows House, 184/186 Deansgate
Manchester, M3 3WB
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ROBERT GRAHAM FINANCIAL LIMITED

Robert Graham Financial
Corporate BankingAsset ManagementInsurance
0 employeesInc. 1998ManchesterCH 03516756

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Cash86 / 100
Headcount0 / 100
Key contacts (1)
RH
Robert Herbert Graham
Director
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Company vitals
UK Headcount
0
UK Revenue
£415.2kEstimate
Founded
28 years ago
Since Feb 1998
HQ
Manchester
Financial health
43

Financial Health

Stable

Stable · -89% CAGR over 2y

Location

Map of Manchester
15 Oxford Court
Manchester, M2 3WQ
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Templeman Partners Ltd

The Templeman Partnership
Wealth Management
3 employeesInc. 2014ManchesterCH 08938090
ttpartnership.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets83 / 100
Cash92 / 100
Headcount40 / 100
What does Templeman Partners Ltd do?

Provides financial planning and advisory services to individuals and businesses, including pensions, mortgages, savings and investments, insurance, auto‑enrolment workplace pensions, equity release,…

Who does Templeman Partners Ltd sell to?

Serves individuals, families, homeowners and retirees, as well as businesses and employers with workplace pension needs, seeking financial advice and planning support.

Key contacts (1)
JK
Jacqueline Kerry Miele
Director
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Company vitals
UK Headcount
3
UK Revenue
£735.2kEstimate
Founded
12 years ago
Since Mar 2014
HQ
Manchester
Financial health
74

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 4y

Growing

Location

Map of Manchester
79 Tib Street
Manchester, M4 1LS
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Pilling & Stockbrokers

Wealth ManagementAsset Management
5 employeesInc. 2014ManchesterCH 09220456
pilling.co.uk
What does Pilling & Stockbrokers do?

Provides stockbroking and investment management services for private investors, trusts and companies, including share dealing, discretionary portfolio management, AIM portfolios, and administration…

Who does Pilling & Stockbrokers sell to?

Serves private investors, financial intermediaries, and trusts and companies seeking stockbroking and investment services. Targets individuals using ISAs, SIPPs, JISAs and dealing accounts, alongside…

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Company vitals
UK Headcount
5
UK Revenue
£85.2kEstimate
Founded
11 years ago
Since Sep 2014
HQ
Manchester

Location

Map of Manchester
Henry Pilling House, 29 Booth Street
Manchester, M2 4AF
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HDG Financial Services Ltd

MAC Financial
Wealth Management
7 employeesInc. 2014ManchesterCH 08848340
macfinancial.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets28 / 100
Headcount90 / 100
What does HDG Financial Services Ltd do?

Provides independent financial advice and planning services, including investment management, retirement planning, income and health protection, mortgage and finance advice, and tax planning. Offers…

Who does HDG Financial Services Ltd sell to?

Serves individuals, families and businesses seeking independent financial advice, including young adults starting out, homeowners or new families, pre-retirees, retirees, and corporate clients.

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Company vitals
UK Headcount
7
UK Revenue
£258.2kEstimate
Founded
12 years ago
Since Jan 2014
HQ
Manchester
Financial health
52

Financial Health

Stable

Stable · Hiring · 9% CAGR over 4y

Hiring

Location

Map of Manchester
6th Floor Chancery Place, 50 Brown Street
Manchester, M2 2JT
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DWJ MANAGEMENT LIMITED

DWJ Wealth Management Ltd
Wealth Management
8 employeesInc. 2005Manchester, LancashireCH 05623154
dwjwealth.co.uk

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets72 / 100
Headcount61 / 100
What does DWJ MANAGEMENT LIMITED do?

Provides financial planning and wealth management advice to private and corporate clients, including investment planning, retirement planning, protection, mortgages, equity release and later‑life…

Who does DWJ MANAGEMENT LIMITED sell to?

Serves private individuals and corporate clients, including business owners, medical and sports professionals, retirees, and clients with later-life, protection, mortgage or intergenerational wealth…

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Company vitals
UK Headcount
8
UK Revenue
£342.6kEstimate
Founded
20 years ago
Since Nov 2005
HQ
Manchester, Lancashire
Financial health
68

Financial Health

Healthy

Healthy · Hiring · 3% CAGR over 4y

Hiring

Location

Map of Manchester, Lancashire
Surcon House Copson Street, Withington
Manchester, Lancashire, M20 3HE
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ASCO NOMINEES LIMITED

Arnold Stansby & Co Limited
Wealth Management
Inc. 1978ManchesterCH 01377457
arnold-stansby.com

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets40 / 100
What does ASCO NOMINEES LIMITED do?

Provides stockbroking and investment services for private and institutional clients, including discretionary and advisory portfolio management, execution-only share dealing, and administration of…

Who does ASCO NOMINEES LIMITED sell to?

Serves mainly private clients and individual investors seeking stockbroking, portfolio and retirement-related investment services, while also handling transactions for retail and institutional…

Key contacts (2)
NG
Nicholas Gerard Stockton
Director
JW
Jeremy Ward Stockton
Director
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Company vitals
UK Headcount
0
UK Revenue
£3.7kEstimate
Founded
47 years ago
Since Jul 1978
HQ
Manchester
Financial health
40

Financial Health

Stable

Stable

Location

Map of Manchester
Fabric, 30 Queen Street, Queen Street
Manchester, M2 5JJ
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Hilltop Finance Limited

Hilltop Financial Planning
Wealth Management
63 employeesInc. 2014ManchesterCH 09351168
hilltopfinance.co.uk

Trajectory

3y · 2024–Now

Financial sub-scores

Computed from 3 filings
Net assets8 / 100
Cash100 / 100
Headcount56 / 100
What does Hilltop Finance Limited do?

Provides independent financial advice focused on pensions and retirement planning. Services include pension reviews, consolidation and transfers, drawdown and annuity guidance, retirement savings…

Who does Hilltop Finance Limited sell to?

Serves individual consumers seeking personal financial advice, especially UK adults planning for retirement, reviewing or transferring pensions, consolidating pension pots, drawing income in…

Key contacts (5)
LM
Liam Michael Hoddes
Director
RH
Ryan Hoddes
Director
CH
Ciaran Hamilton
Director
DA
Derek Andrew Kelly
Director
EJ
Elaine Jane Kelly
Director
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Company vitals
UK Headcount
63
UK Revenue
£2.5mEstimate
Founded
11 years ago
Since Dec 2014
HQ
Manchester
Financial health
46

Financial Health

Stable

Stable · Hiring · 5% CAGR over 2y

Hiring

Location

Map of Manchester
3 Fabrica, 269 Great Ancoats Street
Manchester, M4 7DB
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Invest in the Best UK Ltd

Invest in the Best
Wealth ManagementAsset Management
2 employeesInc. 2015ManchesterCH 09618931
select.bestinvest.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Headcount40 / 100
What does Invest in the Best UK Ltd do?

Operates an online investment platform offering stocks and shares ISAs, SIPPs and general investment accounts. Provides access to funds, shares, ETFs and ready‑made portfolios, along with investment…

Who does Invest in the Best UK Ltd sell to?

Serves retail investors and savers, from beginners to experienced self-directed investors, including pension savers nearing retirement, parents investing for children, and trustees.

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Company vitals
UK Headcount
2
UK Revenue
£63.3kEstimate
Founded
11 years ago
Since Jun 2015
HQ
Manchester
Financial health
15

Financial Health

Distressed

Distressed · 0% CAGR over 4y

Financial distressTechnical insolvency

Location

Map of Manchester
265-271 Barlow Moor Road
Manchester, M21 7GJ
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interactive investor

Wealth ManagementFintechAsset Management
5 employeesInc. 1987ManchesterCH 02101863
ii.co.uk
What does interactive investor do?

Provides an online investment platform enabling individuals to buy, sell and hold shares, funds, ETFs, bonds and investment trusts. Offers accounts including Stocks and Shares ISAs, SIPPs, trading…

Who does interactive investor sell to?

Serves UK retail investors, pension savers and ISA holders, including beginners, self-directed share/fund investors, retirees managing drawdown, self-employed SIPP customers and some businesses using…

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Company vitals
UK Headcount
5
UK Revenue
£69kEstimate
Founded
39 years ago
Since Feb 1987
HQ
Manchester

Location

Map of Manchester
201 Deansgate
Manchester, M3 3NW
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Arc Trustee Services Limited

ARC Trustees
Wealth Management
8 employeesInc. 2016SalfordCH 10054627
arctrustees.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Headcount100 / 100
What does Arc Trustee Services Limited do?

Provides professional trustee services and actuarial consulting for occupational pension schemes, including small self‑administered schemes (SSAS). Offers scheme governance, administration oversight,…

Who does Arc Trustee Services Limited sell to?

Serves businesses, pension scheme trustees and SSAS clients seeking pension trustee and consulting actuarial support.

Key contacts (2)
AA
Adrian Avraham Rose
Director
RL
Rachel Lea Rose
Director
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Company vitals
UK Headcount
8
UK Revenue
£320.7kEstimate
Founded
10 years ago
Since Mar 2016
HQ
Salford
Financial health
38

Financial Health

Weak

Weak · Hiring · 12% CAGR over 4y

Hiring

Location

Map of Salford
26 Green View
Salford, M7 4GH
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IPENSIONS WEALTH LIMITED

iPensions Group
Wealth ManagementFintech
0 employeesInc. 2021SaleCH 13273364
ipensionsgroup.com

Trajectory

4y · 2022–Now

Financial sub-scores

Computed from 4 filings
Cash100 / 100
Headcount0 / 100
What does IPENSIONS WEALTH LIMITED do?

Provides self‑invested personal pensions (SIPPs) and small self‑administered schemes (SSAS) through regulated financial advisers, including platform-based and specialist pensions for international or…

Who does IPENSIONS WEALTH LIMITED sell to?

Serves regulated financial advisers and their clients, including UK and non-UK residents, USA-connected individuals, pension members, and clients needing personal pension or SSAS arrangements.

Key contacts (3)
HM
Hrishikesh Mahesh Kulkarni
Director
CD
Craig Douglas Cheyne
Director
SH
Sandra Hilary Bernadette Robertson
Director
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Company vitals
UK Headcount
0
UK Revenue
£197.3kEstimate
Founded
5 years ago
Since Mar 2021
HQ
Sale
Financial health
50

Financial Health

Stable

Stable · -80% CAGR over 3y

Location

Map of Sale
2nd Floor Marshall House, 2 Park Avenue
Sale, M33 6HE
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Whitehall Group (UK) Limited

Whitehall
Wealth Management
22 employeesInc. 2011BuryCH 07625300
whitehallgroup.co.uk

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets74 / 100
Cash100 / 100
Headcount64 / 100
What does Whitehall Group (UK) Limited do?

Provides administration and management of self‑invested pension schemes, including Small Self‑Administered Schemes (SSAS) and Self‑Invested Personal Pensions (SIPP), enabling individuals, company…

Who does Whitehall Group (UK) Limited sell to?

Serves company directors, senior employees and individuals in the UK seeking SSAS or SIPP pension arrangements with greater investment control and retirement flexibility.

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Company vitals
UK Headcount
22
UK Revenue
£2.1m
Founded
15 years ago
Since May 2011
HQ
Bury
Financial health
78

Financial Health

Healthy

Healthy · Growing, Hiring · 3% CAGR over 5y

GrowingHiring

Location

Map of Bury
8-10 Bolton Street, Ramsbottom
Bury, BL0 9HX
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ORGANON SIPP SERVICES LIMITED

Organon Trustees
Wealth Management
17 employeesInc. 2008Stockport, CheshireCH 06633255
organontrustees.co.uk/bespoke-self-invested-pension-solutions

Trajectory

3y · 2024–Now

Financial sub-scores

Computed from 3 filings
Net assets73 / 100
Cash85 / 100
Headcount60 / 100
What does ORGANON SIPP SERVICES LIMITED do?

Provides trustee and administration services for self‑invested pension schemes, including SIPPs and small self‑administered schemes (SSAS). Supports financial advisers and clients with pension setup,…

Who does ORGANON SIPP SERVICES LIMITED sell to?

Serves professional financial advisers and firms, their high-net-worth clients, and owners of small and medium-sized businesses seeking SIPP or SSAS pension arrangements across the UK.

Key contacts (4)
JD
John Damien Fox
Director
LH
Lenka Habsudova
Director
AM
Adrian Matthew McKinnell
Director
GM
Geraint Marc Gwynne
Director
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Company vitals
UK Headcount
17
UK Revenue
£1.8mEstimate
Founded
17 years ago
Since Jun 2008
HQ
Stockport, Cheshire
Financial health
73

Financial Health

Healthy

Healthy · Growing, Hiring · 6% CAGR over 2y

GrowingHiring

Location

Map of Stockport, Cheshire
Regent House, Heaton Lane
Stockport, Cheshire, SK4 1BS
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UAP

Private EquityAsset Management
6 employeesInc. 2018BuryCH 11495836
theuapgroup.com
What does UAP do?

Operates as a holding company investing in financial services businesses. Portfolio includes a pension provider administering self‑invested personal pension (SIPP) schemes and an investment…

Who does UAP sell to?

Serves a mix of financial services customers, including SIPP pension members, trustees, family offices and private clients seeking pension administration, investment monitoring and advisory support.

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Company vitals
UK Headcount
6
UK Revenue
£345kEstimate
Founded
7 years ago
Since Aug 2018
HQ
Bury

Location

Map of Bury
Orbital 60 Orbital 60, Dumers Lane
Bury, BL9 9UE
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MATTINSON GINTY & PARTNERS (EMPLOYEE BENEFITS) LIMITED

MGP (Employee Benefits) Limited
InsuranceWealth Management
0 employeesInc. 1995ManchesterCH 03018973
mgpeb.co.uk

Trajectory

4y · 2023–Now

Financial sub-scores

Computed from 4 filings
Net assets42 / 100
Cash59 / 100
Headcount0 / 100
What does MATTINSON GINTY & PARTNERS (EMPLOYEE BENEFITS) LIMITED do?

Provides employee benefits consultancy and support services, including workplace pensions, risk benefits and retirement planning. Advises companies, pension scheme trustees, business owners and…

Who does MATTINSON GINTY & PARTNERS (EMPLOYEE BENEFITS) LIMITED sell to?

Serves UK businesses from PLCs to sole traders, pension scheme trustees, business owners, employees and private individuals seeking employee benefits, pensions and protection support.

Key contacts (3)
GM
Graham Mark Firth
Director
LS
Lynn Speed
Director
IL
Iain Lemonzik
Director
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Company vitals
UK Headcount
0
UK Revenue
£660kEstimate
Founded
31 years ago
Since Feb 1995
HQ
Manchester
Financial health
35

Financial Health

Weak

Weak · -78% CAGR over 3y

Location

Map of Manchester
The Copper Room, Deva Centre, Trinity Way
Manchester, M3 7BG
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IWEALTH HOLDINGS LIMITED

iWealth
Wealth Management
1 employeesInc. 2017SaleCH 10867926
iwealth.net/privacy-policy

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Headcount0 / 100
What does IWEALTH HOLDINGS LIMITED do?

Acts as a holding company for subsidiaries that provide pension scheme administration, including SIPP and SSAS administration, trustee services for privately controlled trust schemes, and services as…

Who does IWEALTH HOLDINGS LIMITED sell to?

Serves high earners, business owners and individuals planning for retirement, seeking pension advice or concerned about inheritance tax, mainly as B2C financial planning and wealth management clients.

Key contacts (2)
SJ
Stewart John Davies
Director
DF
David Francis Borg
Director
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Company vitals
UK Headcount
1
UK Revenue
£4.1mEstimate
Founded
8 years ago
Since Jul 2017
HQ
Sale
Financial health
0

Financial Health

Distressed

Distressed · -66% CAGR over 4y

Financial distress

Location

Map of Sale
2nd Floor Marshall House, 2 Park Avenue
Sale, M33 6HE
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FNZ Q-HUB LIMITED

FNZ Q-HUB
FintechWealth ManagementSaaS
13 employeesInc. 2021CheadleCH 13475094
fnz.com/q-hub

Trajectory

3y · 2022–Now

Financial sub-scores

Computed from 3 filings
Net assets0 / 100
Cash100 / 100
Headcount100 / 100
What does FNZ Q-HUB LIMITED do?

Provides technology and operational services for wealth and pension platforms, enabling integration and distribution of guaranteed income and risk‑managed retirement products. Supports pricing,…

Who does FNZ Q-HUB LIMITED sell to?

Serves B2B financial services firms, including wealth management platforms, pension platforms, insurers and asset managers seeking to distribute guaranteed or risk-managed retirement products to end…

Key contacts (5)
NM
Niall Monteith
Director
ES
Enrique Sacau
Director
MF
Muhammad Faqihuddin Mustaffa
Director
TA
Thomas Andrew Lovett
Director
JK
James Kennaugh Griffiths
Director
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Company vitals
UK Headcount
13
UK Revenue
£3mEstimate
Founded
4 years ago
Since Jun 2021
HQ
Cheadle
Financial health
55

Financial Health

Stable

Stable · Hiring · 36% CAGR over 2y

HiringFinancial distressTechnical insolvency

Location

Map of Cheadle
3 Mellor Road, Cheadle Hulme
Cheadle, SK8 5AT
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PREMIER FINANCIAL PLANNING (CHEADLE) LIMITED

Premier Financial Planning (cheadle)
Wealth ManagementInsuranceRetail Banking
5 employeesInc. 2008Cheadle, CheshireCH 06542655
premiercheadle.com

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Headcount75 / 100
What does PREMIER FINANCIAL PLANNING (CHEADLE) LIMITED do?

Provides independent financial advice and planning services, including pensions and retirement planning, savings and investments, mortgages and remortgaging, insurance protection, equity release, and…

Who does PREMIER FINANCIAL PLANNING (CHEADLE) LIMITED sell to?

Serves individuals, families and businesses of all sizes, primarily around Stockport and Cheshire, seeking financial planning support across pensions, investments, mortgages, insurance, equity…

Key contacts (1)
MP
Michael Peter Nicholson
Director
More contacts & email available
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Company vitals
UK Headcount
5
UK Revenue
£164kEstimate
Founded
18 years ago
Since Mar 2008
HQ
Cheadle, Cheshire
Financial health
91

Financial Health

Strong

Strong · Hiring · 6% CAGR over 4y

Hiring

Location

Map of Cheadle, Cheshire
63 Cheadle Road
Cheadle, Cheshire, SK8 5EU
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HOLCOMBE WEALTH MANAGEMENT LIMITED

Holcombe Financial Services
Wealth Management
6 employeesInc. 2012BuryCH 08008671
holcombefinancialservices.co.uk

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings
Cash48 / 100
Headcount40 / 100
What does HOLCOMBE WEALTH MANAGEMENT LIMITED do?

Provides independent financial planning and wealth management advice to individuals and business owners. Services include retirement planning, cashflow modelling, tax‑efficient financial planning,…

Who does HOLCOMBE WEALTH MANAGEMENT LIMITED sell to?

Serves UK individuals with accumulated wealth, especially those approaching or in retirement, alongside business owners who need support across personal finances, corporate planning, staff benefits…

Key contacts (2)
DM
David Michael Bostock
Director
JD
Jeremy David Bostock
Director
More contacts & email available
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Company vitals
UK Headcount
6
UK Revenue
£512.7kEstimate
Founded
14 years ago
Since Mar 2012
HQ
Bury
Financial health
44

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Map of Bury
9-11 Peel Brow, Ramsbottom
Bury, BL0 0AA
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GREYSTONE FINANCIAL SERVICES LIMITED

Greystone
Wealth Management
1 employeesInc. 1991Altrincham, CheshireCH 02584903
greystonefs.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets54 / 100
Cash86 / 100
Headcount0 / 100
What does GREYSTONE FINANCIAL SERVICES LIMITED do?

Provides independent financial advice, wealth management and financial planning services. Advises individuals, professionals, businesses and trustees on investments, pensions, retirement planning and…

Who does GREYSTONE FINANCIAL SERVICES LIMITED sell to?

Sells to a mix of B2C and B2B clients, including individuals, corporate clients, professional clients, medical clients and trustees seeking financial planning and wealth management advice.

Key contacts (2)
SA
Simon Ashley Lomas
Director
NA
Neil Andrew Peden
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£2.4mEstimate
Founded
35 years ago
Since Feb 1991
HQ
Altrincham, Cheshire
Financial health
48

Financial Health

Stable

Stable · -90% CAGR over 2y

Location

Map of Altrincham, Cheshire
Foundation House, Scott Drive
Altrincham, Cheshire, WA15 8AB
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Entire FS Ltd

Entire FS
Wealth ManagementInsurance
7 employeesInc. 2013Altrincham, CheshireCH 08630236
entirefs.co.uk

Trajectory

3y · 2024–Now

Financial sub-scores

Computed from 3 filings
Cash100 / 100
Headcount13 / 100
What does Entire FS Ltd do?

Provides independent financial planning and mortgage advice, including pensions and investment planning, wealth management, mortgage brokerage, equity release, and personal and business protection…

Who does Entire FS Ltd sell to?

Serves private clients, mortgage borrowers, people planning retirement, lump-sum investors and business owners, with emphasis on successful individuals with complex finances in and around Altrincham.

Key contacts (2)
GM
Glyn Michael Bottomley
Director
JR
Jeffrey Robert Lewtas
Director
More contacts & email available
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Company vitals
UK Headcount
7
UK Revenue
£473.1kEstimate
Founded
12 years ago
Since Jul 2013
HQ
Altrincham, Cheshire
Financial health
57

Financial Health

Stable

Stable · -16% CAGR over 2y

Location

Map of Altrincham, Cheshire
The Warrant House, High Street
Altrincham, Cheshire, WA14 1PZ
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GJS WEALTH MANAGEMENT LTD

GJS Wealth Management
Asset ManagementInsurance
3 employeesInc. 2014StalybridgeCH 08937136
gjswm.org

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets32 / 100
Cash23 / 100
Key contacts (1)
GJ
Gregory James Starkey
Director
More contacts & email available
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Company vitals
UK Headcount
3
UK Revenue
£56.2kEstimate
Founded
12 years ago
Since Mar 2014
HQ
Stalybridge
Financial health
29

Financial Health

Weak

Weak

Location

Map of Stalybridge
Gjs House, 11 Cecil Street
Stalybridge, SK15 2LD
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How Do I Find My Pension Ltd

HOW DO I Find MY Pension
Asset ManagementInsurance
Inc. 2013LancsCH 08615656
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Company vitals
UK Headcount
0
UK Revenue
£0Estimate
Founded
12 years ago
Since Jul 2013
HQ
Lancs
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of Lancs
277 Stockport Road, Guide Bridge Ashton -U-Lyne
Lancs, OL7 0NT
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HAVEN IFA LIMITED

Haven IFA
Wealth Management
7 employeesInc. 2005Sale, ManchesterCH 05562869
havenifa.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets35 / 100
Headcount100 / 100
What does HAVEN IFA LIMITED do?

Provides independent financial advice to individuals, including pension and retirement planning, investment and savings guidance, and inheritance tax planning. Advisers help clients manage finances,…

Who does HAVEN IFA LIMITED sell to?

Serves individual consumers and couples, particularly people in Altrincham and Sale seeking advice on pensions, retirement planning, investments, savings and inheritance tax.

Key contacts (3)
MJ
Michael John Leigh
Director
GA
Graham Anthony Slater
Director
NE
Nicholas Edward Dando
Director
More contacts & email available
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Company vitals
UK Headcount
7
UK Revenue
£412.3kEstimate
Founded
20 years ago
Since Sep 2005
HQ
Sale, Manchester
Financial health
60

Financial Health

Stable

Stable · Hiring · 15% CAGR over 4y

Hiring

Location

Map of Sale, Manchester
6 Brooklands Place
Sale, Manchester, M33 3SD
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KELLANDS (HALE) LIMITED

Kellands (hale)
Wealth Management
22 employeesInc. 1999Altrincham, CheshireCH 03769844
kelland-hale.com

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets67 / 100
Cash14 / 100
Headcount64 / 100
What does KELLANDS (HALE) LIMITED do?

Provides independent financial planning and wealth management services, including investment advice, pension and retirement planning, tax and estate planning, mortgages, life assurance and…

Who does KELLANDS (HALE) LIMITED sell to?

Serves individuals, business owners, employers and professionals, including medical professionals, in Cheshire, Greater Manchester and across the UK.

More contacts & email available
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Company vitals
UK Headcount
22
UK Revenue
£159.4kEstimate
Founded
27 years ago
Since May 1999
HQ
Altrincham, Cheshire
Financial health
51

Financial Health

Stable

Stable · Hiring · 4% CAGR over 4y

Hiring

Location

Map of Altrincham, Cheshire
198 Ashley Road, Hale
Altrincham, Cheshire, WA15 9SN
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Greystone Financial Services

Wealth Management
2 employeesInc. 2010Altrincham, CheshireCH OC358023
greystonefs.co.uk
What does Greystone Financial Services do?

Provides independent financial advice and planning services to individuals, businesses, professionals, medical practitioners and trustees, including guidance on investments, pensions and long‑term…

Who does Greystone Financial Services sell to?

Serves individual consumers, family businesses, corporate clients, professional practices, medical professionals and trustees seeking regulated financial advice.

Key contacts (1)
TJ
Terence John Murphy
Llp Member
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£18.6kEstimate
Founded
15 years ago
Since Sep 2010
HQ
Altrincham, Cheshire
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of Altrincham, Cheshire
Foundation House, Scott Drive
Altrincham, Cheshire, WA15 8AB
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Moscrops Financial Planning (Bury) LLP

Moscrops Financial Planning (bury)
Wealth Management
11 employeesInc. 2010Bury, LancashireCH OC360289
moscropsfp.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets51 / 100
Cash68 / 100
Headcount40 / 100
What does Moscrops Financial Planning (Bury) LLP do?

Provides independent financial advice to individuals and businesses, covering investment planning, ISAs, pensions and retirement planning, protection and life insurance, and estate planning. Offers…

Who does Moscrops Financial Planning (Bury) LLP sell to?

Serves individuals, families and business owners in Bury seeking independent financial advice on personal, family and business financial affairs.

Key contacts (3)
TD
Timothy David Chadwick
Llp Designated Member
DD
Declan Daniel James Simpson
Llp Designated Member
PS
Peter Squire Bolton
Llp Designated Member
More contacts & email available
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Company vitals
UK Headcount
11
UK Revenue
£330.1kEstimate
Founded
15 years ago
Since Dec 2010
HQ
Bury, Lancashire
Financial health
53

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Map of Bury, Lancashire
2 Millett House, Millett Street
Bury, Lancashire, BL9 0JA
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GREYSTONE FINANCIAL SERVICES (HOLDINGS) LIMITED

Greystone Financial Services
Wealth Management
Inc. 2006CheshireCH 05906384
greystonefs.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Cash100 / 100
What does GREYSTONE FINANCIAL SERVICES (HOLDINGS) LIMITED do?

Provides independent financial advice and planning services to individuals, corporate clients, professionals, medical practitioners and trustees. Offers guidance to help clients manage their finances…

Who does GREYSTONE FINANCIAL SERVICES (HOLDINGS) LIMITED sell to?

Serves individual clients, families, business owners, corporate clients, professionals, medical practitioners and trustees seeking independent financial guidance.

Key contacts (2)
SA
Simon Ashley Lomas
Director
NA
Neil Andrew Peden
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£3.4mEstimate
Founded
19 years ago
Since Aug 2006
HQ
Cheshire
Financial health
100

Financial Health

Strong

Strong

Location

Map of Cheshire
Foundation House, Scott Drive, Alttrincham
Cheshire, WA15 8AB
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DTE Wealth Management Limited

DTE Risk and Financial Management
Asset ManagementWealth Management
0 employeesInc. 2016BuryCH 10054532
dtefinancialplanning.com

Trajectory

4y · 2022–Now

Financial sub-scores

Computed from 4 filings
Cash69 / 100
Headcount0 / 100
What does DTE Wealth Management Limited do?

Provides independent financial planning and advisory services to private and corporate clients, including investment portfolio management, retirement and pension planning, mortgage advice, wealth…

Who does DTE Wealth Management Limited sell to?

Serves UK-based private clients and corporate clients, including individuals seeking financial planning advice and employers needing employee benefits, executive retirement planning and business…

Key contacts (1)
NJ
Nicholas James Fail
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£342.9kEstimate
Founded
10 years ago
Since Mar 2016
HQ
Bury
Financial health
34

Financial Health

Weak

Weak · -78% CAGR over 3y

Location

Map of Bury
The Exchange, 5 Bank Street
Bury, BL9 0DN
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DTE Risk and Financial Management Limited

DTE Financial Planning
Wealth Management
0 employeesInc. 1985BuryCH 01967512
dtefinancialplanning.com

Trajectory

4y · 2022–Now

Financial sub-scores

Computed from 4 filings
Cash94 / 100
Headcount0 / 100
What does DTE Risk and Financial Management Limited do?

Provides independent financial planning and advisory services for individuals and businesses, including investment portfolio management, retirement planning, mortgage advice, wealth preservation,…

Who does DTE Risk and Financial Management Limited sell to?

Serves UK consumers and private clients seeking personal financial planning, as well as corporate clients needing employee benefits, executive retirement planning and financial protection for…

Key contacts (1)
NJ
Nicholas James Fail
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£753.6kEstimate
Founded
40 years ago
Since Dec 1985
HQ
Bury
Financial health
47

Financial Health

Stable

Stable · -78% CAGR over 3y

Location

Map of Bury
The Exchange, 5 Bank Street
Bury, BL9 0DN
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ACUMEN FINANCIAL ADVISERS LIMITED

Acumen Independent Financial Advisers
Wealth ManagementInsurance
0 employeesInc. 2012OldhamCH 08024909
acumenafs.com

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets99 / 100
Cash100 / 100
Headcount0 / 100
What does ACUMEN FINANCIAL ADVISERS LIMITED do?

Provides independent financial advice and planning for individuals and businesses covering pensions, retirement planning, savings and investments, mortgages, insurance, equity release, wills and…

Who does ACUMEN FINANCIAL ADVISERS LIMITED sell to?

Serves individuals seeking personal financial advice and business clients needing corporate financial planning, with stated focus on professionals and organisations in medical, dental, education and…

Key contacts (1)
MD
Mark David Francis
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£1mEstimate
Founded
14 years ago
Since Apr 2012
HQ
Oldham
Financial health
72

Financial Health

Healthy

Healthy · -71% CAGR over 4y

Location

Map of Oldham
Howarth Court Gateway Crescent Broadway Business Park, Chadderton
Oldham, OL9 9XB
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TFD DUNHAMS LTD

Dunhams Accountants & Financial Planning
Accounting & AuditWealth Management
8 employeesInc. 1996ManchesterCH 03152762
dunhamsaccountants.co.uk

Trajectory

4y · 2022–Now

Financial sub-scores

Computed from 4 filings
Headcount40 / 100
What does TFD DUNHAMS LTD do?

Provides accounting and financial advisory services to businesses and individuals, including statutory accounts preparation, bookkeeping, payroll, VAT returns, audits, tax planning, company…

Who does TFD DUNHAMS LTD sell to?

Serves businesses of all sizes across sectors, business owners, startups and companies planning growth or exit, plus individuals needing personal financial and tax support, with emphasis on…

Key contacts (1)
PG
Paul Gerard O'Brien
Director
More contacts & email available
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Company vitals
UK Headcount
8
UK Revenue
£136.8kEstimate
Founded
30 years ago
Since Jan 1996
HQ
Manchester
Financial health
40

Financial Health

Stable

Stable · 0% CAGR over 3y

Location

Map of Manchester
11 Warwick Road, Old Trafford
Manchester, M16 0QQ
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Whitehall Group SIPP Limited

Whitehall Sipp
Asset ManagementInsurance
2 employeesInc. 2021BuryCH 13577749

Trajectory

3y · 2023–Now
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Company vitals
UK Headcount
2
UK Revenue
£78.7kEstimate
Founded
4 years ago
Since Aug 2021
HQ
Bury
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of Bury
8-10 Bolton Street, Ramsbottom
Bury, BL0 9HX
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AR Pensions Ltd

AR Pensions
Asset ManagementInsurance
1 employeesInc. 2019BoltonCH 11994357

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets51 / 100
Cash0 / 100
Headcount40 / 100
Key contacts (1)
RA
Raheeb Ali
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£7.2kEstimate
Founded
7 years ago
Since May 2019
HQ
Bolton
Financial health
34

Financial Health

Weak

Weak · 0% CAGR over 5y

Location

Map of Bolton
341 Derby Street
Bolton, BL3 6LR
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W. & J. LEIGH TRUSTEES LIMITED

W. & J. Leigh Trustees
Asset ManagementInsurance
Inc. 1949Bolton, Lancashire.CH 00476549

Trajectory

5y · 2020–Now
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Company vitals
UK Headcount
0
UK Revenue
£0Estimate
Founded
76 years ago
Since Dec 1949
HQ
Bolton, Lancashire.
Financial health

Financial Health

Insufficient history

Insufficient history

Location

Map of Bolton, Lancashire.
Tower Works,, Kestor Street
Bolton, Lancashire., BL2 2AL
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Chancellor Financial Management Limited

Chancellor Financial Management
Wealth Management
16 employeesInc. 2006BoltonCH 05766948
chancellorfinancial.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets37 / 100
Cash87 / 100
Headcount50 / 100
What does Chancellor Financial Management Limited do?

Provides independent financial planning and advisory services for individuals, families, trustees and businesses, including retirement planning, pension advice, wealth management, and long‑term…

Who does Chancellor Financial Management Limited sell to?

Serves individuals and families, retirees, trustees, family businesses and professional advisers seeking support for clients, primarily in the north of England and beyond.

Key contacts (2)
DA
David Alan Torkington
Director
GF
Grant Farnell
Director
More contacts & email available
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Company vitals
UK Headcount
16
UK Revenue
£712.6kEstimate
Founded
20 years ago
Since Apr 2006
HQ
Bolton
Financial health
54

Financial Health

Stable

Stable · 3% CAGR over 2y

Location

Map of Bolton
6 The Courtyard Calvin Street, The Valley
Bolton, BL1 8PB
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PLATINUM IFS LTD

Platinum IFS
Wealth Management
16 employeesInc. 2004CheshireCH 05099426
platinumifs.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
Cash100 / 100
Headcount40 / 100
What does PLATINUM IFS LTD do?

Provides independent financial advice including pensions and retirement planning, savings and investments, mortgage advice, personal and business protection, tax planning, and estate planning for…

Who does PLATINUM IFS LTD sell to?

Serves individuals, families, and businesses in Sale, Manchester, Cheshire and nearby areas seeking financial advice on pensions, mortgages, investments, protection, tax and estate planning.

Key contacts (2)
JL
Jennifer Louise Hood
Director
MT
Martin Thomas Hood
Director
More contacts & email available
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Company vitals
UK Headcount
16
UK Revenue
£652.6kEstimate
Founded
22 years ago
Since Apr 2004
HQ
Cheshire
Financial health
84

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

Map of Cheshire
8 Eastway, Sale
Cheshire, M33 4DX
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Chronos Wealth Ltd

Chronos Wealth Management
Wealth Management
2 employeesInc. 2019Altrincham, CheshireCH 11782270
chronoswm.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash77 / 100
What does Chronos Wealth Ltd do?

Provides financial planning and wealth management advice to private and corporate clients. Services include investment management, retirement and pension planning, protection planning, mortgages,…

Who does Chronos Wealth Ltd sell to?

Serves private clients, retirees, divorcing individuals, business owners, company directors and professional partners seeking wealth management and financial planning advice.

Key contacts (1)
EA
Elizabeth Ann Bird
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£869.7kEstimate
Founded
7 years ago
Since Jan 2019
HQ
Altrincham, Cheshire
Financial health
91

Financial Health

Strong

Strong · 0% CAGR over 3y

Location

Map of Altrincham, Cheshire
Two Four Nine North, Lynnfield House
Altrincham, Cheshire, WA14 4DZ
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Rosebridge (Skipton) Limited

Rosebridge (skipton)
Wealth Management
Inc. 2017BuryCH 11051121
rosebridgeltd.com

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Cash100 / 100
Headcount0 / 100
What does Rosebridge (Skipton) Limited do?

Provides financial planning and investment advisory services for individuals, business owners, charities and trusts. Services include retirement planning, wealth management, mortgage advice, and…

Who does Rosebridge (Skipton) Limited sell to?

Serves individuals approaching or in retirement, owner-managed business leaders, and charities and trusts, primarily in the North of England with national reach.

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Company vitals
UK Headcount
0
UK Revenue
£9.4kEstimate
Founded
8 years ago
Since Nov 2017
HQ
Bury
Financial health
27

Financial Health

Weak

Weak

Financial distressTechnical insolvency

Location

Map of Bury
The Grants 11 Market Place, Ramsbottom
Bury, BL0 9AJ
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PRIORITY FINANCIAL SERVICES LIMITED

Priority Financial Services
Wealth Management
17 employeesInc. 2017BoltonCH 10848096
priorityfinancialservices.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets26 / 100
Headcount100 / 100
What does PRIORITY FINANCIAL SERVICES LIMITED do?

Provides financial advisory and planning services including investments, pensions, savings, tax planning, insurance protection, mortgages and equity release. Also advises businesses on key person…

Who does PRIORITY FINANCIAL SERVICES LIMITED sell to?

Serves individuals and families at different life stages, including savers, retirees, homeowners, first-time buyers and self-employed borrowers, plus businesses seeking protection for owners,…

Key contacts (1)
HC
Hemant Chandrakant Patel
Director
More contacts & email available
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Company vitals
UK Headcount
17
UK Revenue
£582.2kEstimate
Founded
8 years ago
Since Jul 2017
HQ
Bolton
Financial health
54

Financial Health

Stable

Stable · Hiring · 21% CAGR over 4y

Hiring

Location

Map of Bolton
Joseph House, 83-89 Blackburn Road
Bolton, BL1 8HF
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Wealthcare Limited

Wealthcare
Wealth Management
13 employeesInc. 2001Bury, LancashireCH 04248489
wealthcare.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets47 / 100
Cash73 / 100
Headcount15 / 100
What does Wealthcare Limited do?

Provides independent financial advice and planning services for individuals and businesses, including pensions, investments, life and health insurance, tax and cash‑flow planning, mortgages, employee…

Who does Wealthcare Limited sell to?

Serves individuals seeking personal financial advice and business clients, including company directors and employers managing pensions, protection, healthcare, employee benefits, succession and…

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Company vitals
UK Headcount
13
UK Revenue
£389.7kEstimate
Founded
24 years ago
Since Jul 2001
HQ
Bury, Lancashire
Financial health
45

Financial Health

Stable

Stable · -8% CAGR over 4y

Location

Map of Bury, Lancashire
4 Castlecroft Court, Castlecroft Road
Bury, Lancashire, BL9 0LN
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CJP Financial Services Limited

CJP Financial Planning
Wealth Management
16 employeesInc. 2007BuryCH 06060099
cjpfinancial.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets23 / 100
Cash38 / 100
Headcount29 / 100
What does CJP Financial Services Limited do?

Provides financial planning and advisory services including investments, pensions, retirement planning, mortgages, equity release, tax planning, insurance protection, and business protection products…

Who does CJP Financial Services Limited sell to?

Serves individual consumers seeking financial planning, including first-time buyers, homeowners, retirees, investors and people considering equity release, plus business clients needing protection,…

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Company vitals
UK Headcount
16
UK Revenue
£424.1kEstimate
Founded
19 years ago
Since Jan 2007
HQ
Bury
Financial health
29

Financial Health

Weak

Weak · -6% CAGR over 2y

Location

Map of Bury
70 Market Street, Tottington
Bury, BL8 3LJ
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How Manchester pensions companies work and how to sell to them

What they do

Manchester pensions providers earn mainly from recurring administration, scheme governance retainers, benefits advice and related back-office project work. Revenue is usually attached to employers, trustee boards or individual clients rather than broad consumer traffic: per-scheme fees, per-member administration charges, fixed-fee reviews, time-based advisory work and implementation fees when schemes change provider or need clean-up work. The service shape is operational and advisory, with software supporting document production, contribution processing, member communications and evidence trails rather than being the main product in its own right.

Who they sell to

Buyers tend to be finance directors, HR and reward leaders, payroll managers, trustee chairs, professional trustees and, for individual-facing work, people approaching or managing retirement. Employer and trustee engagements are normally won through referrals, direct relationship selling, professional networks and formal tender processes when an incumbent adviser or administrator is being replaced. Sales cycles can be slow because buyers ask for permission checks, references, conflict handling, service-level commitments and sample reporting before moving member or scheme information. Contract values usually depend on scheme complexity and meeting cadence, not a public price card.

What they buy

Most pensions firms tend to spend on tools and services that reduce manual handling without weakening auditability. Relevant categories include workflow management, document automation, secure client portals, CRM, billing, accounting, compliance monitoring, complaints handling, identity checks, cyber security, backup, analytics and management reporting. They may also buy outsourced administration capacity, specialist legal support, actuarial-adjacent analysis, marketing for employer and adviser referrals, and recruitment for technical pensions roles. Integration with payroll files, contribution schedules and legacy document stores is often more persuasive than broad claims about productivity.

Why and how to sell to them

Commercial intent often appears around scheme transfers, administration backlogs, complaint spikes, audit findings, leadership changes, new employer wins, trustee reviews or a decision to bring outsourced work under closer control. Pensions buyers tend to respond to outreach that names a narrow operational problem: fewer contribution exceptions, cleaner document trails, faster trustee packs, lower rekeying between payroll and administration, or more consistent member communications. Manchester providers are likely to value low-disruption implementation, clear permission boundaries and evidence that a seller understands regulated financial-services workflows before any discussion of feature breadth.

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 Manchester

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Active Firms (2026)

Related directories

Frequently asked questions

How many pensions companies are there in the Manchester?
Around 93 actively-trading pensions companies are registered in the Manchester. Of those, 0 report turnover above £5M in their most recent filed accounts.
What counts as a pensions company in this list?
A company is included when its public website and filed activity descriptions indicate it sells pensions products or services as its primary business — not just because of the SIC code it picked at incorporation. Each company is tagged via semantic analysis of its website content; SIC codes are used as supporting signal, not the sole gate.
Which are the largest pensions companies in the Manchester?
The list is ordered by reported UK turnover from each firm's most recent Companies House XBRL filing, so the largest pensions companies in the Manchester appear at the top of the table. About 0 of the 93 actively-trading firms report turnover above £5M in their most recent accounts; subsidiaries that file consolidated worldwide accounts are excluded so the figures stay UK-specific.
What do pensions companies in the Manchester actually do?
Manchester pensions providers earn mainly from recurring administration, scheme governance retainers, benefits advice and related back-office project work. Revenue is usually attached to employers, trustee boards or individual clients rather than broad consumer traffic: per-scheme fees, per-member administration charges, fixed-fee reviews, time-based advisory work and implementation fees when schemes change provider or need clean-up work. The service shape is operational and advisory, with software supporting document production, contribution processing, member communications and evidence trails rather than being the main product in its own right.
How does Manchester pensions compare internationally?
Cross-border comparisons of pensions populations are tricky because every country defines the sector slightly differently and reports financials on different cadences. We focus this list on firms that file UK statutory accounts so the figures are comparable; international peer breakdowns aren't bundled here.
How is this list built and how fresh is the data?
The list is rebuilt from Companies House dump data, XBRL filings, and a website analysis pass over each company's public site. Companies with consolidated group accounts (worldwide rather than UK-only revenue) are excluded so the figures stay UK-specific. The page's last-updated date is shown at the top.
How big are the typical pensions companies in the Manchester?
Company sizes in this list vary widely. The median actively-trading pensions firm employs around 2 people, and median UK turnover across the list is roughly £188k in the most recent filed accounts.
Are these mostly new or established pensions companies?
4 of the 93 actively-trading pensions companies in this list were incorporated since 2022; the remainder were incorporated before then, so the Manchester 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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