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Wealth Management Companies in Birmingham: 100+ Active Firms (2026)
Wealth management companies in Birmingham advise households and businesses on investments, pensions and financial planning across the metropolitan area.
Buying centres tend to sit with private clients themselves, family decision-makers, directors of owner-managed businesses and professional households rather than procurement teams. Engagements are relationship-led: advice discovery, suitability work, pension review, investment policy and ongoing portfolio oversight, usually sold through adviser meetings and annual service agreements rather than licence-style contracts. Birmingham practices in this segment look more like compact regulated advisory offices than asset managers at institutional scale. The recurring revenue base depends on retention, referrals and review cycles, with client support teams handling documentation, platform administration and adviser follow-up.
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Birmingham has 157 actively trading wealth management companies, a compact local market by professional-services standards rather than a national platform cluster. Reported employment across the cohort totals 438 people, which points to adviser-led offices with small client support teams rather than large back-office operations. Company formation still continues: 21 firms were incorporated since 2022, suggesting a flow of new advisory practices alongside older local businesses. The balance matters for researchers because local search, referrals and regulated client servicing are likely to be more visible than major institutional mandates.
No Birmingham wealth management firm in this cohort reports turnover above £5M, so market structure appears closer to regulated professional advice than to asset-management manufacturing. Firms handling investment advice, pension planning and portfolio oversight must evidence suitability, manage conflicts, maintain client communications and keep complaint processes auditable. The commercial effect is fairly prosaic: compliance workload favours repeatable advice processes and documented review cycles, while still leaving room for small local practices where client trust and professional referrals carry much of the acquisition burden.
Local advisory demand appears likely to remain tied to pension complexity, business-owner succession and household wealth transfer, rather than to a sudden shift in institutional asset allocation. The cohort tends to favour relationship depth over volume, which may limit how many firms turn into revenue-ranked outliers. Regulatory pressure has been pushing practices toward clearer fee disclosure, better evidence of suitability and more formal review processes. That favours operators able to standardise administration without making the client relationship feel remote. Consolidation may continue, but the Birmingham pattern still looks more fragmented and advice-led than platform-led.
157
Active firms
2026
21
Incorporated since 2022
newer registrations
0
Over £5M
reported revenue
Key facts
13% of the cohort was incorporated since 2022 (21 firms), so a sizeable share is in its first few filing cycles.
Advice relationships in this market tend to be local and trust-led, covering investments, pensions and financial planning for households and businesses.
Client demand is tied to national tax, retirement and investment cycles, even where acquisition is rooted in Birmingham relationships.
Most practices appear adviser-led, with private-client, family-wealth and business-owner planning needs shaping the service mix.
Scale appears fragmented locally, so relationship coverage and adviser capacity tend to matter alongside balance-sheet size.
Top Birmingham wealth management companies
Barnett Ravenscroft Financial Services Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides wealth management and financial planning services, including investment portfolio management, evidence‑based investment strategies, retirement planning, and financial advice aimed at growing…
Serves private individuals and families, particularly affluent clients seeking wealth management and financial planning support, with a Birmingham-focused presence.
Financial Health
HealthyHealthy · Growing · 0% CAGR over 4y
Location
FAIRWAY FINANCIAL PLANNING LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice and wealth management services for individuals, business owners and trustees, including retirement and pension planning, investment advice, mortgage guidance,…
Serves private individuals, business owners and trustees seeking independent financial advice, including clients building wealth, approaching or in retirement, arranging mortgages, protecting…
Financial Health
StableStable · 0% CAGR over 2y
Location
Henwood Court Financial Planning Limited
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsProvides chartered financial planning and wealth management services. Advises business owners, executives and retirees on investment portfolios, tax planning, retirement planning and long‑term…
Serves affluent individuals and families, including business owners, senior executives, professionals, and people approaching or already in retirement.
Financial Health
HealthyHealthy · Growing · 0% CAGR over 1y
Location
NPS Wealth Management Limited
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides financial planning and wealth management advice to private clients and business owners, including investment management, retirement and protection planning, legacy and intergenerational…
Serves private clients, business owners, company directors, medical and legal professionals, and city professionals seeking personal, family, business and legacy wealth advice.
Financial Health
WeakWeak · Hiring · 10% CAGR over 3y
Location
MARGETTS WEALTH MANAGEMENT LIMITED
Trajectory
3y · 2022–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and wealth management services to individuals, families and business owners. Advises on investment strategies, retirement and income planning, tax and inheritance…
Serves B2C and small-business clients, including individuals, families and business owners seeking financial planning, wealth management, estate planning, income strategies and corporate succession…
Financial Health
HealthyHealthy · 4% CAGR over 2y
Location
Jordan Financial Management Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice and planning services, including pensions and retirement planning, savings and investments, estate and inheritance tax planning, insurance protection, and…
Serves individuals, families and trustees seeking financial advice, plus business owners and professional clients such as medical and legal professionals, with specialist support for divorce,…
Financial Health
StableStable · Hiring · 9% CAGR over 4y
Location
Harborne Wealth Management Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management advice to individuals and businesses. Services include investment planning, retirement planning, protection insurance, mortgages, corporate financial…
Serves private individuals and families, business owners and corporate clients, and legal professionals seeking financial advice for themselves or their clients.
Financial Health
StrongStrong · Growing, Hiring · 11% CAGR over 4y
Location
L.G. Keeley (Life & Pensions) Limited
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides independent financial advice and planning services, including retirement planning, pensions and investment advice, lifetime cashflow modelling, wealth management strategies, and life…
Serves private clients planning for or living in retirement, plus business owners seeking personal and corporate financial advice around wealth, pensions, investments and protection.
Financial Health
HealthyHealthy · 0% CAGR over 3y
Location
PINNACLE FINANCIAL SOLUTIONS LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides personal and corporate financial planning services including tax‑efficient wealth planning, investment management, retirement and income planning, estate and legacy planning, insurance and…
Serves individual consumers and families, including parents planning for children and people preparing for retirement, as well as business owners and corporate clients seeking financial and insurance…
Financial Health
StrongStrong · Hiring · 37% CAGR over 4y
Location
Castle Wealth
Provides independent financial advisory services to individuals and businesses, including advice on pensions, investments, inheritance tax planning, wealth management, and personal protection, along…
Serves private clients with varying levels of wealth, including savers, investors and people planning retirement, plus small, mid-size and large businesses.
Location
Hanson Investments Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management services, advising individuals and businesses on investments, insurance, tax planning, wealth accumulation, and succession planning to help manage…
Serves individual and corporate clients, including employees, small business owners and professionals running medical practices, with a focus on people managing personal wealth and succession issues.
Financial Health
HealthyHealthy · Hiring · 48% CAGR over 5y
Location
O'REILLY FINANCIAL SOLUTIONS LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and advisory services, including investment management, pension planning, retirement planning, protection insurance, mortgages, and inheritance tax planning. Advises…
Serves private clients, families, retirees and business owners, including people planning for retirement, protecting dependants, investing wealth, moving home or managing company benefits.
Financial Health
StrongStrong · Growing, Hiring · 22% CAGR over 2y
Location
COLMORE PARTNERS LIMITED
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides chartered financial planning and wealth management services for individuals and families, including retirement planning, investment management, intergenerational and inheritance planning,…
Sells to individuals and families seeking personal financial planning, especially those building wealth, approaching retirement, selling a business, receiving lump sums, navigating divorce, or…
Financial Health
HealthyHealthy · -70% CAGR over 4y
Location
ADLER FINANCIAL PLANNING LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and advisory services to individuals and businesses, including pensions and retirement planning, savings and investments, mortgages, insurance protection, inheritance tax…
Serves both businesses and individuals. Targets business owners needing employee benefits and protection cover, and personal clients seeking financial planning, pensions, mortgages, investments,…
Financial Health
WeakWeak · 0% CAGR over 2y
Location
Advice Wise Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice on pensions, investments, mortgages, insurance protection, tax planning and later‑life planning. Assesses clients’ circumstances and recommends financial…
Serves individuals and families seeking independent financial advice, including people planning pensions or retirement, arranging mortgages, and managing investments, protection, tax efficiency or…
Financial Health
StableStable · Hiring · 11% CAGR over 4y
Location
WEALTHWIDE LIMITED
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides specialist financial planning and advisory services for dentists and orthodontists, including wealth management, NHS pension advice, succession planning, mortgages, practice finance, and…
Serves UK dental professionals, including dentists, orthodontists, practice owners and associates, seeking specialist financial advice and support around personal, practice and NHS pension matters.
Financial Health
StrongStrong · Growing, Hiring · 5% CAGR over 3y
Location
OPTIMUM SOLUTIONS LTD
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals, including retirement planning, investment portfolio advice, wealth and estate planning, and personal protection planning. Offers ongoing…
Serves private individuals, couples and families, including investors, retirees and people planning retirement, seeking independent financial planning for pensions, investments, estate planning and…
Financial Health
DistressedDistressed
Location
FOOTES FINANCIAL PLANNING UK LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides personal financial planning and advice, including investment planning, retirement planning, inheritance tax planning, and wealth management. Offers guidance on managing inheritances,…
Serves private individuals, couples and families seeking financial planning around retirement, inheritance, wealth building, care funding, employer settlements and inheritance tax.
Financial Health
StrongStrong · Growing, Hiring · 7% CAGR over 4y
Location
Just Investments Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals, developing personalised investment and financial planning strategies and offering ongoing reviews to help clients manage investments and…
Serves private individuals and investors, primarily UK-based, seeking regulated financial advice and ongoing review of personal financial objectives.
Financial Health
DistressedDistressed
Location
PARAGON FINANCE CONSULTANTS LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · 0% CAGR over 4y
Location
ELEVATION ESTATE PLANNING LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · -68% CAGR over 4y
Location
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
Ethical Adviser(UK) Ltd
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StableStable · 0% CAGR over 1y
Location
Provides independent financial planning and advice, including investment management, retirement planning, inheritance tax and estate planning, long‑term care funding advice, and mortgage advice for…
Serves private individuals and families across the UK seeking advice on wealth, retirement, inheritance, long-term care funding and mortgages, including clients planning to protect assets and pass on…
Location
TEMPEST NOMINEES LIMITED
Trajectory
3y · 2023–NowProvides discretionary investment management and portfolio services for private clients, charities and institutions. Conducts investment research, constructs managed portfolios, and manages an equity…
Serves private investors, trusts, charities and smaller institutions seeking managed portfolios or access to a value-focused investment fund, alongside larger clients and institutional investors.
Financial Health
Insufficient historyInsufficient history
Location
Your Paraplanner Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
ASW FINANCIAL MANAGEMENT LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
SUTTON PARK WEALTH MANAGEMENT LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
Pay Expert Limited
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StableStable
Location
Coach House Wealth Solutions Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · -20% CAGR over 5y
Location
Better Invest Direct Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong
Location
Goldstraw Associates Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong · Hiring · 32% CAGR over 4y
Location
PREMIER PRACTICE LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong · Growing · 0% CAGR over 4y
Location
CHAPTER HOUSE CONSULTANCY LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StableStable · Hiring · 58% CAGR over 2y
Location
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak
Location
Construction Shield Ltd
Trajectory
5y · 2019–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong · -29% CAGR over 2y
Location
Mi Finance Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong · Hiring · 11% CAGR over 4y
Location
RE MORTGAGES MIDLANDS LTD
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
Aurora Financial IFA Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · Growing · 0% CAGR over 4y
Location
EC Mortgage Solution Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StableStable
Location
Mmr Financial Planning (Midlands) Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial planning and advisory services, including pensions and retirement planning, investments and ISAs, mortgages and equity release advice, inheritance tax planning, and…
Targets consumers in the West Midlands—homeowners, retirees, pension savers and families planning for later life—plus entrepreneurs, business owners and local employers.
Financial Health
StableStable · 0% CAGR over 4y
Location
3DIFS LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial planning and advisory services to businesses and individuals, including employee benefits design, group pensions, auto‑enrolment support, investment portfolio advice,…
Serves businesses seeking employee benefits, group pensions and auto-enrolment support, plus directors, entrepreneurs, senior managers and staff needing personal wealth management and financial…
Financial Health
StableStable · 0% CAGR over 2y
Location
Gardner Financial Management Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial advice and planning services including pensions, retirement planning, investment planning, mortgages and remortgages, protection insurance, equity release and inheritance tax…
Serves individuals, couples and families seeking personal financial advice, including homeowners, mortgage borrowers, investors, retirees and those planning inheritance across Birmingham, Solihull…
Financial Health
HealthyHealthy · Growing, Hiring · 6% CAGR over 4y
Location
KEE FINANCIAL & TRAINING SERVICES LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice and planning for individuals and businesses, including retirement planning, estate planning, wealth management, mortgages, life insurance and equity release.…
Serves individuals, families and businesses across Coventry and the Midlands, including people planning retirement or later-life finances, homeowners, mortgage customers and clients seeking long-term…
Financial Health
StrongStrong
Location
MWS FINANCIAL ADVISERS LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice and wealth management services to individuals, including guidance on mortgages, pensions, investments, insurance and protection products, and equity release,…
Serves individuals and households in Solihull and the surrounding area seeking face-to-face financial advice, including clients planning mortgages, investments, pensions, insurance, protection and…
Financial Health
StrongStrong · Growing, Hiring · 4% CAGR over 4y
Location
AUTONOMY WEALTH LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice and wealth management services including investment planning, retirement planning and portfolio management. Also advises businesses on workplace pensions and…
Serves UK-based senior executives, professionals, business owners and retirees seeking personal financial advice, especially those with retirement funds over £200k, plus employers needing workplace…
Financial Health
WeakWeak · 0% CAGR over 2y
Location
ALEXANDER JAMES WEALTH MANAGEMENT LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial planning and wealth management advice to individuals, including professionals and retirees. Services include retirement planning, investment and pension advice,…
Serves individuals seeking financial advice, including professionals, company owners, people approaching or in retirement, and families planning to pass on wealth, with a local focus around…
Financial Health
StableStable · -7% CAGR over 4y
Location
4LWM LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management advice, including investment planning, retirement and pension advice, protection insurance, mortgages, and intergenerational wealth planning. Offers…
Serves affluent private clients and business customers seeking financial advice, with clear focus on medical and dental professionals, business owners, professional partnerships, senior executives,…
Financial Health
DistressedDistressed · -68% CAGR over 4y
Location
ASHLEIGH COURT PRIVATE CLIENT WEALTH MANAGEMENT LTD
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides personal financial planning and wealth management services, including investment advice, tax planning and mitigation strategies, retirement planning, wills and trust planning, and business…
Serves private individuals, business owners, successful professionals and corporate clients with personal wealth, tax, retirement, investment and business planning needs.
Financial Health
HealthyHealthy · -60% CAGR over 5y
Location
JAMIESON CHRISTIE WEALTH MANAGEMENT LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management services. Advises private individuals, businesses, charities and trusts on investments, retirement planning, protection, and long‑term financial…
Serves private clients, corporate organisations, charities and trusts seeking financial planning and wealth management advice, including individuals planning retirement or major purchases and…
Financial Health
WeakWeak · -68% CAGR over 4y
Location
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How Birmingham wealth management companies work and how to sell to them
What they do
Birmingham wealth management practices earn mainly from advice fees, ongoing service charges and portfolio-related fees, rather than from selling software or financial products directly. Initial work often looks like a planning project: fact-finding, pension review, risk profiling, suitability assessment and a written recommendation. The recurring element comes from annual reviews, investment oversight, client reporting and administrative support around platforms and pension arrangements. Pricing tends to be fee-based, retainer-like or linked to assets under advice, with some fixed-fee work for discrete planning cases. Delivery remains service-heavy: qualified advisers front the relationship, while support staff manage paperwork, evidence gathering, client updates and regulated records.
Who they sell to
Most firms sell to private clients with investable assets, directors of owner-managed businesses, professional households and families dealing with inheritance, retirement or business succession. The buyer is often the client, but spouses, adult children, accountants and solicitors can influence the decision. Where a business is involved, directors and finance leads may shape pension and protection conversations. Sales cycles are usually trust-led and slower than self-serve software purchases: referral, introductory meeting, fact-find, proposal, then onboarding. Formal tenders are uncommon except where advisers serve corporate or trustee-linked needs. Local reputation, professional networks and evidence of regulated process tend to matter more than procurement-style comparison grids.
What they buy
Most wealth management firms tend to spend on systems and services that reduce adviser administration while keeping client records auditable. Common categories include client-relationship management, onboarding workflow, suitability documentation, portfolio reporting, secure messaging, document storage, electronic signature, accounting, payroll, HR, cyber security and cloud infrastructure. They may also buy compliance consultancy, outsourced paraplanning, professional indemnity cover, recruitment support, local search marketing and referral-development services. Practices with smaller teams often prefer tools that fit existing adviser routines and avoid duplicate entry. A vendor selling into this segment usually needs to show how the offer protects adviser time, supports review cycles and leaves a clear record for regulated client work.
Why and how to sell to them
Buying intent tends to appear when a practice hires advisers, changes leadership, absorbs another book of clients, formalises succession planning or faces heavier compliance workload. Other triggers include a backlog of annual reviews, client portal adoption, fee-disclosure projects, cyber-risk concerns or a move away from spreadsheet-led administration. Outbound messages work better when they attach to those operating problems rather than to generic growth language. Useful angles include fewer missed reviews, shorter onboarding, cleaner evidence of suitability, less rekeying between systems and better visibility across client service tasks. Relationship-led firms may still move slowly, so proof from comparable advisory practices usually carries more weight than a broad sector pitch.
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 Birmingham
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