Wealth Management Companies in Birmingham: 157 Active Firms (2026)

Updated May 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.

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.

What’s in the file

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

Company data

Company name

Website

City & address

Companies House no.

Incorporation date

SIC codes & industry tags

What they do / who they sell to

Turnover, profit, cash & net assets

Employees

Growth (YoY & 3-year)

Financial-health score & flags

Sales-readiness score

Detected technologies

Verified directors — included

Director names

Director roles

Appointment dates

157

Active firms

2026

Incorporated since 2022

newer registrations

Over £5M

reported revenue

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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

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

Barnett Ravenscroft Financial Services Limited

Brwm

Wealth Management

6 employeesInc. 2000West MidlandsCH 04013532

brwm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets89 / 100

Cash100 / 100

Headcount40 / 100

What does Barnett Ravenscroft Financial Services Limited do?

Provides wealth management and financial planning services, including investment portfolio management, evidence‑based investment strategies, retirement planning, and financial advice aimed at growing…

Who does Barnett Ravenscroft Financial Services Limited sell to?

Serves private individuals and families, particularly affluent clients seeking wealth management and financial planning support, with a Birmingham-focused presence.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£516.7KEstimate

Founded

26 years ago

Since Jun 2000

West Midlands

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 4y

Growing

Location

13 Portland Road, Birmingham

West Midlands, B16 9HN

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FAIRWAY FINANCIAL PLANNING LIMITED

Fairway Financial Planning

Wealth ManagementInsurance

6 employeesInc. 2010Birmingham, West MidlandsCH 07461184

fairwayfinancial.co.uk

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Financial sub-scores

Computed from 3 filings

Headcount40 / 100

What does FAIRWAY FINANCIAL PLANNING LIMITED do?

Provides independent financial advice and wealth management services for individuals, business owners and trustees, including retirement and pension planning, investment advice, mortgage guidance,…

Who does FAIRWAY FINANCIAL PLANNING LIMITED sell to?

Serves private individuals, business owners and trustees seeking independent financial advice, including clients building wealth, approaching or in retirement, arranging mortgages, protecting…

Key contacts (1)

David Jonathan Blake

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£260.5KEstimate

Founded

15 years ago

Since Dec 2010

Birmingham, West Midlands

Financial health

Financial Health

Stable

Stable · 0% CAGR over 2y

Location

68 Wentworth Road

Birmingham, West Midlands, B17 9SY

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Henwood Court Financial Planning Limited

Henwood Court

Wealth ManagementAsset Management

20 employeesInc. 2004Sutton Coldfield, West MidlandsCH 05280846

henwoodcourt.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets88 / 100

Cash96 / 100

Headcount40 / 100

What does Henwood Court Financial Planning Limited do?

Provides chartered financial planning and wealth management services. Advises business owners, executives and retirees on investment portfolios, tax planning, retirement planning and long‑term…

Who does Henwood Court Financial Planning Limited sell to?

Serves affluent individuals and families, including business owners, senior executives, professionals, and people approaching or already in retirement.

Key contacts (2)

Victoria Platt

Director

Nicholas Graham Bernard Platt

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.6MEstimate

Founded

21 years ago

Since Nov 2004

Sutton Coldfield, West Midlands

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 1y

Growing

Location

The Cruck Barn 20 Country Park View, Walmley

Sutton Coldfield, West Midlands, B76 1TE

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NPS Wealth Management Limited

NPS Wealth

Wealth Management

8 employeesInc. 2010Birmingham, West MidlandsCH 07415840

npswealth.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets0 / 100

Cash1 / 100

Headcount83 / 100

What does NPS Wealth Management Limited do?

Provides financial planning and wealth management advice to private clients and business owners, including investment management, retirement and protection planning, legacy and intergenerational…

Who does NPS Wealth Management Limited sell to?

Serves private clients, business owners, company directors, medical and legal professionals, and city professionals seeking personal, family, business and legacy wealth advice.

Key contacts (1)

Nicholas Paul Shioleftou

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1MEstimate

Founded

15 years ago

Since Oct 2010

Birmingham, West Midlands

Financial health

Financial Health

Weak

Weak · Hiring · 10% CAGR over 3y

Hiring

Location

Edgbaston Hall 25 Church Road, Edgbaston

Birmingham, West Midlands, B15 3TB

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MARGETTS WEALTH MANAGEMENT LIMITED

Margetts Wealth Management

Wealth Management

11 employeesInc. 2002Birmingham, West MidlandsCH 04458263

margettswealth.co.uk

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Financial sub-scores

Computed from 4 filings

Cash67 / 100

Headcount40 / 100

What does MARGETTS WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management services to individuals, families and business owners. Advises on investment strategies, retirement and income planning, tax and inheritance…

Who does MARGETTS WEALTH MANAGEMENT LIMITED sell to?

Serves B2C and small-business clients, including individuals, families and business owners seeking financial planning, wealth management, estate planning, income strategies and corporate succession…

Key contacts (1)

James Vickers

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£979.5KEstimate

Founded

24 years ago

Since Jun 2002

Birmingham, West Midlands

Financial health

Financial Health

Stable

Stable · 0% CAGR over 3y

Location

Office 1, 50-54 St Paul'S Square

Birmingham, West Midlands, B3 1QS

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Jordan Financial Management Limited

Jordan Financial Management

Wealth Management

14 employeesInc. 1998Sutton ColdfieldCH 03599063

jordanfm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets44 / 100

Cash35 / 100

Headcount90 / 100

What does Jordan Financial Management Limited do?

Provides independent financial advice and planning services, including pensions and retirement planning, savings and investments, estate and inheritance tax planning, insurance protection, and…

Who does Jordan Financial Management Limited sell to?

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,…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£778.7KEstimate

Founded

28 years ago

Since Jul 1998

Sutton Coldfield

Financial health

Financial Health

Stable

Stable · Hiring · 9% CAGR over 4y

Hiring

Location

Masonic Building, 9 Mill Street

Sutton Coldfield, B72 1TJ

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Harborne Wealth Management Limited

H-J Wealth Planning

Wealth Management

3 employeesInc. 2013BirminghamCH 08733682

hjwealthplanning.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets96 / 100

Cash100 / 100

Headcount100 / 100

What does Harborne Wealth Management Limited do?

Provides financial planning and wealth management advice to individuals and businesses. Services include investment planning, retirement planning, protection insurance, mortgages, corporate financial…

Who does Harborne Wealth Management Limited sell to?

Serves private individuals and families, business owners and corporate clients, and legal professionals seeking financial advice for themselves or their clients.

Key contacts (1)

Sonia Laroiya

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£150.1KEstimate

Founded

12 years ago

Since Oct 2013

Birmingham

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 11% CAGR over 4y

GrowingHiring

Location

311f The Big Peg, 120 Vyse Street

Birmingham, B18 6NF

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L.G. Keeley (Life & Pensions) Limited

Keeley & Co

Wealth Management

16 employeesInc. 1987Birmingham, West MidlandsCH 02104937

keeleys.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets60 / 100

Cash100 / 100

Headcount40 / 100

What does L.G. Keeley (Life & Pensions) Limited do?

Provides independent financial advice and planning services, including retirement planning, pensions and investment advice, lifetime cashflow modelling, wealth management strategies, and life…

Who does L.G. Keeley (Life & Pensions) Limited sell to?

Serves private clients planning for or living in retirement, plus business owners seeking personal and corporate financial advice around wealth, pensions, investments and protection.

Key contacts (4)

Luella Joanne Keeley Johnson

Director

Paul Barry Bagnall

Director

Alexandra Elizabeth Llewellyn

Director

Doreen Ann Byrne

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£622.6KEstimate

Founded

39 years ago

Since Mar 1987

Birmingham, West Midlands

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 3y

Location

6, St Pauls Terrace, Off Northwood Street

Birmingham, West Midlands, B3 1TH

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PINNACLE FINANCIAL SOLUTIONS LTD

Pinnacle Financial Solutions

Wealth ManagementInsuranceAsset Management

7 employeesInc. 2019Sutton ColdfieldCH 11818864

pinnaclefinancialsolutions.ca

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount100 / 100

What does PINNACLE FINANCIAL SOLUTIONS LTD do?

Provides personal and corporate financial planning services including tax‑efficient wealth planning, investment management, retirement and income planning, estate and legacy planning, insurance and…

Who does PINNACLE FINANCIAL SOLUTIONS LTD sell to?

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…

Key contacts (2)

Shajan Venchalil Abraham

Director

Jaison Bose

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£424.3KEstimate

Founded

7 years ago

Since Feb 2019

Sutton Coldfield

Financial health

100

Financial Health

Strong

Strong · Hiring · 37% CAGR over 4y

Hiring

Location

4d Mitre Court, Lichfield Road

Sutton Coldfield, B74 2LZ

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Castle Wealth

Wealth Management

Inc. 2001Rubery Birmingham, West MidlandsCH 04244497

castlewealth.co.uk

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What does Castle Wealth do?

Provides independent financial advisory services to individuals and businesses, including advice on pensions, investments, inheritance tax planning, wealth management, and personal protection, along…

Who does Castle Wealth sell to?

Serves private clients with varying levels of wealth, including savers, investors and people planning retirement, plus small, mid-size and large businesses.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£0Estimate

Founded

25 years ago

Since Jul 2001

Rubery Birmingham, West Midlands

Location

Parklands Court 24 Parklands, Birmingham Great Park

Rubery Birmingham, West Midlands, B45 9PZ

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Hanson Investments Limited

Hanson Wealth Management

Wealth Management

7 employeesInc. 2016BirminghamCH 10059048

hansonwealthmanagement.com

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Financial sub-scores

Computed from 5 filings

Net assets97 / 100

Cash0 / 100

Headcount100 / 100

What does Hanson Investments Limited do?

Provides financial planning and wealth management services, advising individuals and businesses on investments, insurance, tax planning, wealth accumulation, and succession planning to help manage…

Who does Hanson Investments Limited sell to?

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.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£478.4KEstimate

Founded

10 years ago

Since Mar 2016

Birmingham

Financial health

Financial Health

Healthy

Healthy · Hiring · 48% CAGR over 5y

Hiring

Location

7th Floor The Southside Building, 31 Hurst Street

Birmingham, B5 4BD

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O'REILLY FINANCIAL SOLUTIONS LTD

IntuitiveFS

Wealth Management

6 employeesInc. 2009Sutton Coldfield, West MidlandsCH 07107728

intuitivefs.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash86 / 100

Headcount100 / 100

What does O'REILLY FINANCIAL SOLUTIONS LTD do?

Provides financial planning and advisory services, including investment management, pension planning, retirement planning, protection insurance, mortgages, and inheritance tax planning. Advises…

Who does O'REILLY FINANCIAL SOLUTIONS LTD sell to?

Serves private clients, families, retirees and business owners, including people planning for retirement, protecting dependants, investing wealth, moving home or managing company benefits.

Key contacts (2)

Mark William Popple

Director

Louise Marie O'Reilly

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£274.7KEstimate

Founded

16 years ago

Since Dec 2009

Sutton Coldfield, West Midlands

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 22% CAGR over 2y

GrowingHiring

Location

1a Belwell Lane

Sutton Coldfield, West Midlands, B74 4AA

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COLMORE PARTNERS LIMITED

Colmore Partners

Wealth Management

0 employeesInc. 2018BirminghamCH 11350861

colmorepartners.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount0 / 100

What does COLMORE PARTNERS LIMITED do?

Provides chartered financial planning and wealth management services for individuals and families, including retirement planning, investment management, intergenerational and inheritance planning,…

Who does COLMORE PARTNERS LIMITED sell to?

Sells to individuals and families seeking personal financial planning, especially those building wealth, approaching retirement, selling a business, receiving lump sums, navigating divorce, or…

Key contacts (4)

Simon Hoult

Director

Craig Phillip Stansfield

Director

Wendy Alison Fellows

Director

Richard William Meek

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£639.1KEstimate

Founded

8 years ago

Since May 2018

Birmingham

Financial health

Financial Health

Healthy

Healthy · -70% CAGR over 4y

Location

23 Colmore Row

Birmingham, B3 2BS

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ADLER FINANCIAL PLANNING LIMITED

Adler Financial Planning

Wealth Management

10 employeesInc. 2009Birmingham, West MidlandsCH 06848531

adlerfp.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets28 / 100

Cash41 / 100

Headcount40 / 100

What does ADLER FINANCIAL PLANNING LIMITED do?

Provides financial planning and advisory services to individuals and businesses, including pensions and retirement planning, savings and investments, mortgages, insurance protection, inheritance tax…

Who does ADLER FINANCIAL PLANNING LIMITED sell to?

Serves both businesses and individuals. Targets business owners needing employee benefits and protection cover, and personal clients seeking financial planning, pensions, mortgages, investments,…

Key contacts (3)

Eamonn Sullivan

Director

Stuart Timothy Burkin

Director

Barrie John Viner

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£430.8KEstimate

Founded

17 years ago

Since Mar 2009

Birmingham, West Midlands

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

Prudent House 50 Yardley Road, Acocks Green

Birmingham, West Midlands, B27 6LG

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Advice Wise Ltd

Advice Wise

Wealth Management

6 employeesInc. 2018Sutton Coldfield, West MidlandsCH 11678145

advicewiseifa.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets29 / 100

Cash61 / 100

Headcount100 / 100

What does Advice Wise Ltd do?

Provides independent financial advice on pensions, investments, mortgages, insurance protection, tax planning and later‑life planning. Assesses clients’ circumstances and recommends financial…

Who does Advice Wise Ltd sell to?

Serves individuals and families seeking independent financial advice, including people planning pensions or retirement, arranging mortgages, and managing investments, protection, tax efficiency or…

Key contacts (1)

Adam John Simcox

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£301KEstimate

Founded

7 years ago

Since Nov 2018

Sutton Coldfield, West Midlands

Financial health

Financial Health

Stable

Stable · Hiring · 11% CAGR over 4y

Hiring

Location

Afe Business Centre, 62 Anchorage Road

Sutton Coldfield, West Midlands, B74 2PG

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WEALTHWIDE LIMITED

Wealthwide

Wealth Management

14 employeesInc. 2007BirminghamCH 06127617

wealthwide.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets80 / 100

Cash97 / 100

Headcount65 / 100

What does WEALTHWIDE LIMITED do?

Provides specialist financial planning and advisory services for dentists and orthodontists, including wealth management, NHS pension advice, succession planning, mortgages, practice finance, and…

Who does WEALTHWIDE LIMITED sell to?

Serves UK dental professionals, including dentists, orthodontists, practice owners and associates, seeking specialist financial advice and support around personal, practice and NHS pension matters.

Key contacts (1)

Thomas Dickson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£588.4KEstimate

Founded

19 years ago

Since Feb 2007

Birmingham

Financial health

Financial Health

Strong

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

GrowingHiring

Location

3 Greenfield Crescent

Birmingham, B15 3BE

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OPTIMUM SOLUTIONS LTD

Optimum Solutions

Wealth ManagementInsurance

Inc. 2007Sutton Coldfield, West MidlandsCH 06369381

optimumifa.com

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash0 / 100

Headcount0 / 100

What does OPTIMUM SOLUTIONS LTD do?

Provides independent financial advice to individuals, including retirement planning, investment portfolio advice, wealth and estate planning, and personal protection planning. Offers ongoing…

Who does OPTIMUM SOLUTIONS LTD sell to?

Serves private individuals, couples and families, including investors, retirees and people planning retirement, seeking independent financial planning for pensions, investments, estate planning and…

Key contacts (1)

Joseph Michael Bradley

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£14.1KEstimate

Founded

18 years ago

Since Sep 2007

Sutton Coldfield, West Midlands

Financial health

Financial Health

Distressed

Financial distressTechnical insolvency

Location

3a Tudor Hill

Sutton Coldfield, West Midlands, B73 6BG

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FOOTES FINANCIAL PLANNING UK LIMITED

Footes Financial Planning

Wealth Management

4 employeesInc. 2011Birmingham, West MidlandsCH 07485042

footes-financialplanning.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount83 / 100

What does FOOTES FINANCIAL PLANNING UK LIMITED do?

Provides personal financial planning and advice, including investment planning, retirement planning, inheritance tax planning, and wealth management. Offers guidance on managing inheritances,…

Who does FOOTES FINANCIAL PLANNING UK LIMITED sell to?

Serves private individuals, couples and families seeking financial planning around retirement, inheritance, wealth building, care funding, employer settlements and inheritance tax.

Key contacts (1)

Lisa Footes

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£406.8KEstimate

Founded

15 years ago

Since Jan 2011

Birmingham, West Midlands

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 7% CAGR over 4y

GrowingHiring

Location

Pure Offices 1 Devon Way, Longbridge Technology Park

Birmingham, West Midlands, B31 2TS

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Just Investments Limited

Just Investment Strategies

Wealth ManagementAsset Management

Inc. 2003BirminghamCH 04753667

jis.org.uk

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash26 / 100

What does Just Investments Limited do?

Provides independent financial advice to individuals, developing personalised investment and financial planning strategies and offering ongoing reviews to help clients manage investments and…

Who does Just Investments Limited sell to?

Serves private individuals and investors, primarily UK-based, seeking regulated financial advice and ongoing review of personal financial objectives.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£63.6KEstimate

Founded

23 years ago

Since May 2003

Birmingham

Financial health

Financial Health

Distressed

Financial distress

Location

90 Summer Lane

Birmingham, B19 3ND

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PARAGON FINANCE CONSULTANTS LTD

Paragon Finance Consultants

Wealth Management

1 employeesInc. 2016BirminghamCH 10277462

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Headcount40 / 100

Key contacts (1)

Gurpal Singh Basra

Director

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Company vitals

UK Headcount

UK Revenue

£10.5KEstimate

Founded

10 years ago

Since Jul 2016

Birmingham

Financial health

Financial Health

Distressed

Distressed · 0% CAGR over 4y

Financial distressTechnical insolvency

Location

12 Phoenix Business Park, Avenue Close

Birmingham, B7 4NU

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ELEVATION ESTATE PLANNING LIMITED

Elevation Estate Planning

Wealth Management

0 employeesInc. 2016Birmingham, West MidlandsCH 10261639

elevation-im.co.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount0 / 100

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£74.1KEstimate

Founded

10 years ago

Since Jul 2016

Birmingham, West Midlands

Financial health

Financial Health

Stable

Stable · -68% CAGR over 4y

Location

Elevation House ,Unit 1 Marlin Office Village 1250 Chester Road, Castle Vale

Birmingham, West Midlands, B35 7AZ

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EFR Limited

E F R

Wealth Management

1 employeesInc. 2004West MidlandsCH 05043542

efrlimited.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets32 / 100

Headcount40 / 100

Key contacts (1)

Eamon Reilly

Director

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Company vitals

UK Headcount

UK Revenue

£34.2KEstimate

Founded

22 years ago

Since Feb 2004

West Midlands

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

1340 Stratford Road, Hall Green, Birmingham

West Midlands, B28 9EH

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Ethical Adviser(UK) Ltd

Ethical Adviser

Retail BankingWealth ManagementManagement Consulting

1 employeesInc. 2018Sutton ColdfieldCH 11261622

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Financial sub-scores

Computed from 2 filings

Net assets55 / 100

Headcount40 / 100

Key contacts (1)

Martin John Brennan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£57KEstimate

Founded

8 years ago

Since Mar 2018

Sutton Coldfield

Financial health

Financial Health

Stable

Stable · 0% CAGR over 1y

Location

Elms House, 2a Elms Road

Sutton Coldfield, B72 1JF

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IWP Financial Planning

Wealth Management

5 employeesInc. 2018BirminghamCH 11687785

iwpfp.co.uk

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What does IWP Financial Planning do?

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…

Who does IWP Financial Planning sell to?

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…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£380.6KEstimate

Founded

7 years ago

Since Nov 2018

Birmingham

Location

One Eleven, Edmund Street

Birmingham, B3 2HJ

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TEMPEST NOMINEES LIMITED

Hathaway Investment Management

Asset ManagementWealth ManagementPrivate Equity

Inc. 1999Birmingham, West MidlandsCH 03849966

hathawayinvestment.com

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What does TEMPEST NOMINEES LIMITED do?

Provides discretionary investment management and portfolio services for private clients, charities and institutions. Conducts investment research, constructs managed portfolios, and manages an equity…

Who does TEMPEST NOMINEES LIMITED sell to?

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.

Key contacts (2)

Stuart Robert George Englefield

Director

Graham Andrew John Englefield

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£14.4KEstimate

Founded

26 years ago

Since Sep 1999

Birmingham, West Midlands

Financial health

—

Financial Health

N/A

Location

Grosvenor House, 14 Bennetts Hill

Birmingham, West Midlands, B2 5RS

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Your Paraplanner Limited

Your Paraplanner

Wealth Management

2 employeesInc. 2012Birmingham, West MidlandsCH 08269846

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Financial sub-scores

Computed from 5 filings

Net assets36 / 100

Headcount40 / 100

Key contacts (1)

Gillian Porter

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£18.6KEstimate

Founded

13 years ago

Since Oct 2012

Birmingham, West Midlands

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

7 Solihull Lane

Birmingham, West Midlands, B28 9LS

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ASW FINANCIAL MANAGEMENT LTD

ASW Financial Management

Wealth Management

1 employeesInc. 2016Sutton Coldfield, West MidlandsCH 10115321

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Cash55 / 100

Headcount40 / 100

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£0Estimate

Founded

10 years ago

Since Apr 2016

Sutton Coldfield, West Midlands

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Ramshurst Farm Bulls Lane, Wishaw

Sutton Coldfield, West Midlands, B76 9QW

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SUTTON PARK WEALTH MANAGEMENT LIMITED

Sutton Park Wealth Management

Wealth Management

2 employeesInc. 2007Birmingham, West MidlandsCH 06445365

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Financial sub-scores

Computed from 5 filings

Net assets27 / 100

Cash38 / 100

Headcount40 / 100

Key contacts (1)

Stuart Kenneth Preece

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£48.2KEstimate

Founded

18 years ago

Since Dec 2007

Birmingham, West Midlands

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

Lifford Hall Lifford Lane, Kings Norton

Birmingham, West Midlands, B30 3JN

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Pay Expert Limited

PAY Expert

Wealth ManagementManagement Consulting

Inc. 2023Birmingham, West MidlandsCH 14974100

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Financial sub-scores

Computed from 2 filings

Net assets40 / 100

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£0Estimate

Founded

3 years ago

Since Jul 2023

Birmingham, West Midlands

Financial health

Financial Health

Stable

Location

64 Yardley Green Road

Birmingham, West Midlands, B9 5QE

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Coach House Wealth Solutions Limited

Coach House Wealth Solutions

Wealth Management

1 employeesInc. 2003Birmingham, West MidlandsCH 04774485

coachhousewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount0 / 100

Key contacts (1)

Christopher John Durkan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£48.1KEstimate

Founded

23 years ago

Since May 2003

Birmingham, West Midlands

Financial health

Financial Health

Healthy

Healthy · -20% CAGR over 5y

Location

Sapphire Heights Courtyard, 31 Tenby Street North

Birmingham, West Midlands, B1 3ES

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Better Invest Direct Limited

Better Invest Direct

Wealth Management

Inc. 2000Sutton Coldfield, West MidlandsCH 03902497

barnett-ravenscroft.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£35.1KEstimate

Founded

26 years ago

Since Jan 2000

Sutton Coldfield, West Midlands

Financial health

100

Financial Health

Strong

Location

65 Bracebridge Road, Four Oaks Estate

Sutton Coldfield, West Midlands, B74 2SL

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Goldstraw Associates Limited

Goldstraw Associates

Wealth Management

3 employeesInc. 2002West MidlandsCH 04458769

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount100 / 100

Key contacts (1)

Kevin Goldstraw

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£76.2KEstimate

Founded

24 years ago

Since Jun 2002

West Midlands

Financial health

100

Financial Health

Strong

Strong · Hiring · 32% CAGR over 4y

Hiring

Location

20 Weaver Avenue, Sutton Coldfield

West Midlands, B76 2BG

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PREMIER PRACTICE LIMITED

Premier Practice

Wealth Management

2 employeesInc. 2007Birmingham, West MidlandsCH 06384076

premierpractice.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash95 / 100

Headcount40 / 100

Key contacts (1)

Richard Charles Bishop

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£57KEstimate

Founded

18 years ago

Since Sep 2007

Birmingham, West Midlands

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

Lifford Hall Lifford Lane, Kings Norton

Birmingham, West Midlands, B30 3JN

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CHAPTER HOUSE CONSULTANCY LTD

Chapter House Consultancy

Wealth Management

5 employeesInc. 2022Birmingham, West MidlandsCH 14150098

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Financial sub-scores

Computed from 3 filings

Cash0 / 100

Headcount100 / 100

Key contacts (2)

Alexandra Louise Vind

Director

Kristian Andrew James Barton Vind

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£36.9KEstimate

Founded

4 years ago

Since Jun 2022

Birmingham, West Midlands

Financial health

Financial Health

Stable

Stable · Hiring · 58% CAGR over 2y

Hiring

Location

Kingsnorth House, Blenheim Way

Birmingham, West Midlands, B44 8LS

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Insol Group Limited

Insol

Wealth Management

Inc. 2003BirminghamCH 04777548

insolgroup.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets33 / 100

Cash8 / 100

Key contacts (1)

Christopher John Durkan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£53.3KEstimate

Founded

23 years ago

Since May 2003

Birmingham

Financial health

Financial Health

Weak

Location

Sapphire Heights Courtyard, 31 Tenby Street North

Birmingham, B1 3ES

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Construction Shield Ltd

Construction Shield

Wealth Management

1 employeesInc. 2018BirminghamCH 11276562

shieldconstructionltd.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash55 / 100

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£7.3KEstimate

Founded

8 years ago

Since Mar 2018

Birmingham

Financial health

Financial Health

Strong

Strong · -29% CAGR over 2y

Financial distressTechnical insolvency

Location

Grosvenor House, 11 St. Pauls Square

Birmingham, B3 1RB

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Mi Finance Ltd

MI Finance

Wealth Management

3 employeesInc. 2019BirminghamCH 12074199

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount100 / 100

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£45.4KEstimate

Founded

7 years ago

Since Jun 2019

Birmingham

Financial health

100

Financial Health

Strong

Strong · Hiring · 11% CAGR over 4y

Hiring

Location

127-129 Highfield Road Highfield Road, Hall Green

Birmingham, B28 0HS

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RE MORTGAGES MIDLANDS LTD

RE Mortgages Midlands

Wealth Management

2 employeesInc. 2024WillenhallCH 15701405

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Key contacts (1)

Rebecca Lydia Robbins

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£17.5KEstimate

Founded

2 years ago

Since May 2024

Willenhall

Financial health

—

Financial Health

N/A

Location

Office 34, West Midlands House, Gipsy Lane

Willenhall, WV13 2HA

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Aurora Financial IFA Limited

Aurora Financial IFA

Wealth ManagementInsurance

1 employeesInc. 2018Birmingham, West MidlandsCH 11236418

aurorafp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash68 / 100

Headcount40 / 100

Key contacts (1)

Ajmer Singh Somal

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£30.8KEstimate

Founded

8 years ago

Since Mar 2018

Birmingham, West Midlands

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 4y

Growing

Location

11 Brindley Place, Brunswick Square

Birmingham, West Midlands, B1 2LP

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EC Mortgage Solution Limited

EC Mortgage Solution

Wealth ManagementInsurance

3 employeesInc. 2022BirminghamCH 14029431

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Financial sub-scores

Computed from 3 filings

Net assets40 / 100

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£24.4KEstimate

Founded

4 years ago

Since Apr 2022

Birmingham

Financial health

Financial Health

Stable

Location

8.02 The Southside Building, 31 Hurst Street

Birmingham, B5 4BD

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Mmr Financial Planning (Midlands) Limited

MMR Financial Planning (midlands)

Wealth ManagementInsuranceRetail Banking

5 employeesInc. 2000Kingswinford, West MidlandsCH 04106358

mmrfinancialplanning.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets63 / 100

Headcount40 / 100

What does Mmr Financial Planning (Midlands) Limited do?

Provides independent financial planning and advisory services, including pensions and retirement planning, investments and ISAs, mortgages and equity release advice, inheritance tax planning, and…

Who does Mmr Financial Planning (Midlands) Limited sell to?

Targets consumers in the West Midlands—homeowners, retirees, pension savers and families planning for later life—plus entrepreneurs, business owners and local employers.

Key contacts (2)

Themoulla Barrett

Director

Alan Francis Barrett

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£188.2KEstimate

Founded

25 years ago

Since Nov 2000

Kingswinford, West Midlands

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

458a High Street

Kingswinford, West Midlands, DY6 8AW

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3DIFS LIMITED

3D-IFS

Wealth ManagementInsurance

12 employeesInc. 2006Coventry, West MidlandsCH 05944067

3difs.co.uk/about-us

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Financial sub-scores

Computed from 3 filings

Net assets35 / 100

Cash100 / 100

Headcount40 / 100

What does 3DIFS LIMITED do?

Provides independent financial planning and advisory services to businesses and individuals, including employee benefits design, group pensions, auto‑enrolment support, investment portfolio advice,…

Who does 3DIFS LIMITED sell to?

Serves businesses seeking employee benefits, group pensions and auto-enrolment support, plus directors, entrepreneurs, senior managers and staff needing personal wealth management and financial…

Key contacts (1)

Jennifer Anne Pearce

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£649.1KEstimate

Founded

19 years ago

Since Sep 2006

Coventry, West Midlands

Financial health

Financial Health

Stable

Stable · 0% CAGR over 2y

Location

Unit 1 Elm Court, Meriden Green Business Park Copse Drive

Coventry, West Midlands, CV5 9RG

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Gardner Financial Management Ltd

Gardner Financial Management

Wealth Management

5 employeesInc. 2014CoventryCH 08931898

gardnerfinancialmanagement.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets77 / 100

Cash83 / 100

Headcount75 / 100

What does Gardner Financial Management Ltd do?

Provides financial advice and planning services including pensions, retirement planning, investment planning, mortgages and remortgages, protection insurance, equity release and inheritance tax…

Who does Gardner Financial Management Ltd sell to?

Serves individuals, couples and families seeking personal financial advice, including homeowners, mortgage borrowers, investors, retirees and those planning inheritance across Birmingham, Solihull…

Key contacts (2)

Lee Barry Gardner

Director

Jacqueline Ann Gardner

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£291.9KEstimate

Founded

12 years ago

Since Mar 2014

Coventry

Financial health

Financial Health

Healthy

Healthy · Growing, Hiring · 6% CAGR over 4y

GrowingHiring

Location

9 Floyd Grove, Balsall Common

Coventry, CV7 7RP

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KEE FINANCIAL & TRAINING SERVICES LIMITED

Cotswold Independent Financial Services

Wealth ManagementInsurance

1 employeesInc. 2011CoventryCH 07748618

cotswoldifs.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

What does KEE FINANCIAL & TRAINING SERVICES LIMITED do?

Provides independent financial advice and planning for individuals and businesses, including retirement planning, estate planning, wealth management, mortgages, life insurance and equity release.…

Who does KEE FINANCIAL & TRAINING SERVICES LIMITED sell to?

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…

Key contacts (1)

Gregory Mead Kenny

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£73.2KEstimate

Founded

14 years ago

Since Aug 2011

Coventry

Financial health

100

Financial Health

Strong

Location

1160 Elliot Court Herald Ave, Coventry Business Park

Coventry, CV5 6UB

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MWS FINANCIAL ADVISERS LTD

MWS Financial Advisers

Wealth Management

7 employeesInc. 2001Solihull, West MidlandsCH 04205904

mwsfa.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount65 / 100

What does MWS FINANCIAL ADVISERS LTD do?

Provides independent financial advice and wealth management services to individuals, including guidance on mortgages, pensions, investments, insurance and protection products, and equity release,…

Who does MWS FINANCIAL ADVISERS LTD sell to?

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…

Key contacts (1)

John Alexander Watts

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£635.4KEstimate

Founded

25 years ago

Since Apr 2001

Solihull, West Midlands

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 4% CAGR over 4y

GrowingHiring

Location

1 Station Road, Knowle

Solihull, West Midlands, B93 0HL

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AUTONOMY WEALTH LIMITED

Autonomy Wealth

Wealth Management

10 employeesInc. 2015WolverhamptonCH 09560129

autonomywealth.com

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Financial sub-scores

Computed from 3 filings

Net assets9 / 100

Cash25 / 100

Headcount40 / 100

What does AUTONOMY WEALTH LIMITED do?

Provides independent financial advice and wealth management services including investment planning, retirement planning and portfolio management. Also advises businesses on workplace pensions and…

Who does AUTONOMY WEALTH LIMITED sell to?

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…

Key contacts (1)

Nigel Bruce Murdock

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£881.3KEstimate

Founded

11 years ago

Since Apr 2015

Wolverhampton

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

The Boot Factory, 22 Cleveland Road

Wolverhampton, WV2 1BH

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ALEXANDER JAMES WEALTH MANAGEMENT LIMITED

PIA Wealth Management

Wealth Management

3 employeesInc. 2010Wolverhampton, West MidlandsCH 07178705

piawm.net

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Financial sub-scores

Computed from 5 filings

Net assets37 / 100

Cash100 / 100

Headcount17 / 100

What does ALEXANDER JAMES WEALTH MANAGEMENT LIMITED do?

Provides independent financial planning and wealth management advice to individuals, including professionals and retirees. Services include retirement planning, investment and pension advice,…

Who does ALEXANDER JAMES WEALTH MANAGEMENT LIMITED sell to?

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…

Key contacts (1)

Richard John Mottram

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£162KEstimate

Founded

16 years ago

Since Mar 2010

Wolverhampton, West Midlands

Financial health

Financial Health

Stable

Stable · -7% CAGR over 4y

Location

Deansgate 62-70, Tettenhall Road

Wolverhampton, West Midlands, WV1 4TH

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4LWM LIMITED

4Life Wealth Management

Wealth Management

0 employeesInc. 2011Solihull, West MidlandsCH 07569385

4lifewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount0 / 100

What does 4LWM LIMITED do?

Provides financial planning and wealth management advice, including investment planning, retirement and pension advice, protection insurance, mortgages, and intergenerational wealth planning. Offers…

Who does 4LWM LIMITED sell to?

Serves affluent private clients and business customers seeking financial advice, with clear focus on medical and dental professionals, business owners, professional partnerships, senior executives,…

Key contacts (1)

Melanie Jayne Andrews

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£34.7KEstimate

Founded

15 years ago

Since Mar 2011

Solihull, West Midlands

Financial health

Financial Health

Distressed

Distressed · -68% CAGR over 4y

Financial distress

Location

Lumaneri House Blythe Gate, Blythe Valley Park

Solihull, West Midlands, B90 8AH

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ASHLEIGH COURT PRIVATE CLIENT WEALTH MANAGEMENT LTD

Ashleigh Court

Wealth Management

0 employeesInc. 2008CoventryCH 06724340

ashleighcourt.com

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Financial sub-scores

Computed from 5 filings

Net assets92 / 100

Cash100 / 100

Headcount0 / 100

What does ASHLEIGH COURT PRIVATE CLIENT WEALTH MANAGEMENT LTD do?

Provides personal financial planning and wealth management services, including investment advice, tax planning and mitigation strategies, retirement planning, wills and trust planning, and business…

Who does ASHLEIGH COURT PRIVATE CLIENT WEALTH MANAGEMENT LTD sell to?

Serves private individuals, business owners, successful professionals and corporate clients with personal wealth, tax, retirement, investment and business planning needs.

Key contacts (1)

Asvin Chauhan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£527.2KEstimate

Founded

17 years ago

Since Oct 2008

Coventry

Financial health

Financial Health

Healthy

Healthy · -60% CAGR over 5y

Location

Orchard Court Vi Binley Business Park, Harry Weston Road

Coventry, CV3 2TQ

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JAMIESON CHRISTIE WEALTH MANAGEMENT LTD

Jamieson Christie Wealth Management

Wealth Management

0 employeesInc. 2004Balsall Common, West MidlandsCH 05110737

jamiesonchristie.com

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Financial sub-scores

Computed from 5 filings

Net assets36 / 100

Cash70 / 100

Headcount0 / 100

What does JAMIESON CHRISTIE WEALTH MANAGEMENT LTD do?

Provides financial planning and wealth management services. Advises private individuals, businesses, charities and trusts on investments, retirement planning, protection, and long‑term financial…

Who does JAMIESON CHRISTIE WEALTH MANAGEMENT LTD sell to?

Serves private clients, corporate organisations, charities and trusts seeking financial planning and wealth management advice, including individuals planning retirement or major purchases and…

Key contacts (2)

Anne Elizabeth O'Brien

Director

Dominic Peter James O'Brien

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£596KEstimate

Founded

22 years ago

Since Apr 2004

Balsall Common, West Midlands

Financial health

Financial Health

Weak

Weak · -68% CAGR over 4y

Location

Regent House, 430-432 Kenilworth Road

Balsall Common, West Midlands, CV7 7DN

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337 more companies and their verified directors are in the file

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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

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.

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Frequently asked questions

How many wealth management companies are there in Birmingham?

Around 153 actively-trading wealth management companies are registered in Birmingham. Of those, 0 report turnover above £5M in their most recent filed accounts. This Birmingham list covers companies across the wider Birmingham travel-to-work area, including surrounding towns — not just the Birmingham local-authority boundary.

What counts as a wealth management company in this list?

A company is included when its public website and filed activity descriptions indicate it sells wealth management 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 wealth management companies in Birmingham?

The list is ranked by a sales-readiness score — built from trading signals, financial health and growth rather than raw turnover — so the most actionable wealth management companies in Birmingham appear at the top of the table. Larger firms often still rank highly, because that score rewards genuine trading scale, but the order reflects sales-readiness, not turnover alone. About 0 of the 153 actively-trading firms report turnover above £5M in their most recent accounts; subsidiaries that file consolidated worldwide accounts are excluded so the figures stay comparable across UK filers.

What do wealth management companies in Birmingham actually do?

How does Birmingham wealth management compare internationally?

Cross-border comparisons of wealth management 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 wealth management companies in Birmingham?

Company sizes in this list vary widely. The median actively-trading wealth management firm employs around 1 people, and median UK turnover across the list is roughly £37k in the most recent filed accounts.

Are these mostly new or established wealth management companies?

21 of the 153 actively-trading wealth management companies in this list were incorporated since 2022; the remainder were incorporated before then, so the Birmingham 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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