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Wealth Management Companies in Bournemouth: 87 Active Firms (2026)
Wealth management companies in Bournemouth advise individuals and families on investments, pensions and financial planning across the local metropolitan area.
Buying demand tends to sit with private-client households, family decision-makers and owner-managed businesses rather than corporate treasury teams. The commercial model is service-led: advisers win trust through planning conversations, then retain clients through periodic reviews, pension and investment administration, and portfolio support. Bournemouth-area providers are typically local relationship businesses, with paraplanning, compliance and operations wrapped around a small adviser bench. Engagements are recurring rather than transactional, and the customer journey usually starts with retirement planning, inheritance concerns, tax-aware investment allocation or the sale of a business. Distribution therefore depends less on volume acquisition than on referrals, local reputation and professional networks.
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Within Bournemouth, 87 wealth management companies are actively trading, making this a compact local advisory market rather than a national platform cluster. Reported headcount totals 370 people, so the employment footprint looks adviser- and administrator-heavy but not institution-scale. The shape fits the area’s private-client economy: relationship-led practices serving households, families and owner-managed businesses across the metropolitan catchment, with a limited number of higher-turnover operators and a longer tail of smaller advisory firms. For researchers, the main point is concentration by service model rather than by scale; the active cohort is sizeable enough to map, but still local enough for firm-level review to matter.
Adviser permissions, client money boundaries and suitability processes shape how these firms operate. For Bournemouth practices, regulation usually appears less as a separate market segment than as an operating constraint: fact-finds, risk profiling, disclosure, ongoing review evidence and complaints handling sit inside the delivery model. Portfolio support may be outsourced or model-driven, while the client relationship remains local and adviser-led. That structure favours firms with documented processes and steady servicing capacity, because recurring advice fees bring continuing obligations rather than transactional work. It also makes mergers and succession planning more plausible where founders want to preserve client books but reduce the burden of compliance administration.
The local cohort appears likely to remain relationship-led, with gradual movement towards more centralised operations behind the adviser interface. Smaller practices tend to face pressure from compliance workload, adviser succession and the cost of client-servicing systems, while larger operators can absorb those functions across a wider book. That points to selective consolidation rather than a clean break from independent advice. Newer entrants may still find room where they specialise by client stage, retirement need or owner-managed business planning, but the scarcity of scaled platforms suggests that growth will be uneven and dependent on referral networks, trust and operational discipline.
87
Active firms
2026
2
Revenue over £5M
reported annual revenue
10
Incorporated since 2022
newer firms
Key facts
About 2% of the trading cohort reports turnover above £5M (2 of 87 firms) — the rest sits below that revenue band.
11% of the cohort was incorporated since 2022 (10 firms), so a sizeable share is in its first few filing cycles.
Client work centres on investments, pensions and financial planning for individuals and families across Bournemouth.
Advice-led wealth managers tend to compete on adviser relationships, referral channels and continuity of service rather than product breadth alone.
Firms providing investment advice, pension advice or discretionary management usually face permissions and conduct requirements tied to the activities they carry out.
B2B suppliers often reach this market through compliance support, client-reporting tools and adviser back-office services rather than generic finance software.
Top Bournemouth Wealth Management companies
Symes Wealth Management Ltd
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management advice for individuals and business clients, including investment planning, retirement and pension advice, protection planning, cashflow modelling,…
Serves private clients, business owners, company directors and senior corporate executives, with a specific offering for Le Creuset employees and some corporate clients.
Financial Health
StrongStrong · Growing, Hiring · 6% CAGR over 4y
Location
Avalon (Bournemouth) Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial advice and planning services to individuals, including pensions, investments, mortgages, equity release, inheritance tax planning, retirement planning, protection and general…
Serves individual consumers and families in Bournemouth, Dorset, Hampshire and West Sussex, including homeowners, retirees, later-life clients, and people planning savings, pensions, mortgages, care…
Financial Health
HealthyHealthy · 0% CAGR over 4y
Location
Ingenuity Financial Services Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial planning and advisory services to individuals, families and business owners, including tax‑efficient investments, pension planning, savings strategies and equity…
Serves individuals, families, entrepreneurs and owner-managed businesses needing personal financial planning, tax-efficient investment and pension-related advice, often alongside their accountants or…
Financial Health
StrongStrong · Growing · 0% CAGR over 4y
Location
BAKER DAVIES LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice and wealth management services. Offers personal and business financial planning, investment and retirement planning, and works with accountants and solicitors to…
Serves private individuals and families seeking wealth planning, alongside business owners, company directors and corporate clients needing financial advice, often working with their accountants and…
Financial Health
DistressedDistressed · -90% CAGR over 2y
Location
Andrew David Associates (Holdings) Ltd
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides financial planning and wealth management advice to private individuals and businesses, including investment planning, retirement and pension advice, protection planning, mortgages, long‑term…
Serves private individuals and corporate clients, including business owners, company directors, retirees, and families planning long-term care or intergenerational wealth matters.
Financial Health
StableStable · Hiring · 14% CAGR over 3y
Location
BURGESS AND LEE LIMITED
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals on pensions, investments, retirement planning and wealth management. Advises on insurance protection, mortgages, tax and estate planning,…
Serves UK-based consumers, including individuals, couples, families, retirees and investors seeking long-term financial planning, protection, retirement, wealth, legacy and mortgage guidance.
Financial Health
DistressedDistressed · -67% CAGR over 4y
Location
CHRIS BIBB INDEPENDENT FINANCIAL ADVICE LTD
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides independent financial advice to individuals and families covering pensions and retirement planning, investments, mortgages, inheritance tax and estate planning, equity release, and insurance…
Serves individuals and families seeking financial advice, including homeowners, buy-to-let buyers, people building wealth, planning retirement or later-life care, and clients managing inheritance and…
Financial Health
WeakWeak · Hiring · 5% CAGR over 3y
Location
EDDICOTT WEALTH MANAGEMENT LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides personal financial advice and wealth management services through the St. James’s Place network, including investment planning, retirement and pension advice, inheritance tax and…
Serves individuals and families seeking face-to-face financial advice, especially for investments, retirement, inheritance and protection, with additional services for business owners and employers…
Financial Health
StrongStrong · Growing · 0% CAGR over 5y
Location
SKYBOUND FINANCIAL PLANNING LIMITED
Trajectory
2y · 2023–NowFinancial sub-scores
Computed from 2 filingsProvides chartered financial planning and wealth management services, including investment management, retirement and pension planning, inheritance tax planning, and care fees planning, and offers…
Serves private individuals and families planning for retirement, later-life care, inheritance tax and investments, alongside accountants and legal professionals seeking support for their clients.
Financial Health
StrongStrong · Profitable, Growing · 0% CAGR over 1y
Location
Libertas Financial Planning Ltd
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial planning and advisory services to individuals, including retirement and pension planning, investment advice, wealth management, and ongoing financial reviews to help…
Serves individual private clients, couples and families seeking impartial financial advice, with referrals extending to clients’ friends and colleagues.
Financial Health
DistressedDistressed · 0% CAGR over 4y
Location
FIVEWAYS CATERING LIMITED
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides financial planning and advisory services to individuals and families, including investment management, pensions and retirement planning, inheritance tax and estate planning, life insurance…
Serves individuals, families and business owners seeking support with investments, retirement, estate planning, family protection and care home fee planning.
Financial Health
HealthyHealthy · 0% CAGR over 3y
Location
White Pearl Capital Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice and planning services, including retirement and estate planning, investment management, sustainable investment guidance, mortgage advice, and life insurance and…
Serves individual clients and families, including early-stage planners, pre-retirees, retirees, homeowners seeking mortgages, and investors interested in sustainable portfolios.
Financial Health
DistressedDistressed
Location
Ward Goodman Audit Services Limited
Trajectory
2y · 2023–NowFinancial sub-scores
Computed from 2 filingsProvides audit and accountancy services including statutory financial statements, bookkeeping, payroll administration, and business tax planning. Also offers business advisory, financial planning,…
Serves businesses, private clients, trusts and trustees in Dorset, including employers and owner-managed companies needing accountancy, tax, payroll, audit or financial planning support.
Financial Health
DistressedDistressed
Location
LIGHT CASON ASSOCIATES LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial advisory services to individuals, including advice on savings, investments, pensions and inheritance tax planning. Develops financial strategies and offers ongoing portfolio and…
Serves private individuals and households seeking personal financial planning support for savings, investments, pensions and inheritance tax matters.
Financial Health
StrongStrong · Growing, Hiring · 4% CAGR over 4y
Location
CANFORD CAPITAL LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong
Location
Pixel Logic Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
REBOURN LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StableStable
Location
RC Loan Services Limited
Trajectory
1y · 2025–NowFinancial Health
Insufficient historyInsufficient history
Location
CANFORD FINANCE LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · -73% CAGR over 4y
Location
BOURN CAPITAL GROUP LTD
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StrongStrong
Location
William Irons Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
THE CHATSWORTH PRACTICE LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
WeakWeak · 0% CAGR over 2y
Location
PAUL DUNCALF FINANCIAL PLANNING LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
Crystal Independent Financial Advisers Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · Growing · 0% CAGR over 4y
Location
PERSPECTIVE INVESTMENTS LIMITED
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides investment management services, managing multi‑asset and multi‑strategy portfolios for private investors and family wealth. Allocates capital across a range of asset classes and investment…
Serves private wealth clients, including founder-family capital, other families and individual investors seeking long-term multi-asset investment management and capital preservation outside…
Financial Health
WeakWeak
Location
Jigsaw Financial Planning Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
GAT Consultants Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
BLUEBERRY WEALTH LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management services for individuals, including investment planning, pension and retirement advice, estate planning, and mortgage guidance. Offers personalised…
Serves individual clients and families seeking financial planning, investment, pensions, estate planning and mortgage advice, with a focus on Dorset, Devon, Hampshire and Somerset.
Financial Health
DistressedDistressed · -11% CAGR over 4y
Location
LESTER BRUNT WEALTH MANAGEMENT LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and wealth management services including investment planning, pension advice, tax and inheritance planning, protection planning, and corporate financial advice for…
Serves individuals, families and business owners seeking financial advice across Dorset, Hampshire, Surrey, Wiltshire and London, with a focus on long-term personal and family wealth needs.
Financial Health
StableStable · -2% CAGR over 2y
Location
PETER HARDING PRACTICE LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and wealth management advice to individuals and businesses. Services include investment management, retirement and pension planning, protection and insurance advice,…
Serves private clients and families, retirees, business owners, company directors, medical, city and sports professionals, plus professional partners across Dorset, Wiltshire and surrounding counties.
Financial Health
HealthyHealthy · Hiring · 8% CAGR over 2y
Location
MGB WEALTH MANAGEMENT LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and wealth management advice to individuals and families, including investment planning, pension guidance, tax and inheritance planning, protection planning, and corporate…
Serves individuals, families and businesses in Dorset, Hampshire, Surrey, Wiltshire and London, with an emphasis on family-focused clients across wealth levels and ages.
Financial Health
StrongStrong · Growing · 0% CAGR over 2y
Location
APEX CB FINANCIAL PLANNING LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial planning and advisory services including pension planning, retirement income strategies, investment management, and financial reviews. Serves individuals, business…
Serves UK individuals planning for the future or in retirement, plus business owners, professionals, and serving or retired Armed Forces members seeking personal financial advice.
Financial Health
HealthyHealthy · Hiring · 4% CAGR over 4y
Location
Maspero Associates Wealth Management Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management advice to individuals, families and businesses, including investment planning, retirement planning, protection planning, mortgages, corporate…
Serves individuals, families and businesses seeking wealth management support, including private clients, business owners, company directors, retirees and sports professionals.
Financial Health
StrongStrong · Growing, Hiring · 26% CAGR over 4y
Location
OCARIS WEALTH MANAGEMENT LTD
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsProvides financial planning and wealth management services, including investment management, pension and retirement planning, inheritance tax mitigation, financial protection advice, and long‑term…
Serves private clients, families and business owners seeking independent wealth management advice on pensions, investments, retirement, inheritance tax and financial protection.
Financial Health
HealthyHealthy · Hiring · 20% CAGR over 1y
Location
Greenfields Financial Management Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides personal financial planning and wealth management services, including retirement planning and financial life planning. Advises business owners, professionals and senior executives,…
Serves individuals and families seeking financial planning, including business owners, professionals, senior executives and people planning for retirement, plus professional advisers needing support…
Financial Health
HealthyHealthy · -23% CAGR over 2y
Location
FORT FINANCIAL PLANNING LIMITED
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides independent financial planning and wealth management advice to professionals, business owners and retirees. Services include investment management, pension planning, share incentive and LTIP…
Serves individual consumers, especially professionals, executives, entrepreneurs, business owners, families, and people approaching or in retirement seeking personal financial planning, wealth…
Financial Health
StableStable · -78% CAGR over 3y
Location
JTM Financial Services Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and advisory services to individuals and businesses, including retirement planning, investment advice, tax planning, inheritance tax planning, employee benefits, and…
Serves UK-based individuals, families and business owners, including retirement savers, investors, people managing inheritance or probate matters, and employers needing employee benefits support.
Financial Health
StableStable · -6% CAGR over 2y
Location
4 SHIRES ASSET MANAGEMENT LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides discretionary portfolio management, investment management and financial planning for individuals and families. Manages personal and corporate pensions including SIPPs, SSASs and group…
Serves private individuals and families seeking wealth, pension and financial planning advice, as well as businesses needing corporate pension management.
Financial Health
StableStable · -9% CAGR over 2y
Location
JMS WEALTH MANAGEMENT LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and wealth management advice to individuals and businesses, including investment planning, retirement planning, inheritance tax planning, protection planning, mortgages,…
Serves private clients, retirees, business owners, company directors, senior executives, contractors, sports professionals, medical professionals and partnerships seeking wealth management advice.
Financial Health
HealthyHealthy · Hiring · 31% CAGR over 2y
Location
BLOOMFIELD & ASSOCIATES LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals, trustees and businesses, covering investments, pensions, retirement planning, mortgages, protection insurance and corporate financial planning,…
Serves UK-based individuals, trustees and businesses, particularly around Shaftesbury/Dorset, needing face-to-face financial advice, including older borrowers, mortgage clients, pension and…
Financial Health
WeakWeak · Hiring · 7% CAGR over 4y
Location
The Wealth Care Partnership Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and advisory services to individuals and businesses, including retirement planning, pensions advice, mortgages, protection insurance, and investment guidance, and supports…
Serves private individuals and families, business owners, employers and their employees, plus solicitors and people involved in divorce or pension matters.
Financial Health
WeakWeak · Hiring · 4% CAGR over 4y
Location
Atkins Bland Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice on investments, pensions and tax planning. Services include retirement planning, pension drawdown advice, portfolio reviews, inheritance tax planning and ongoing…
Serves private clients in the UK and beyond seeking ongoing, personalised financial advice, particularly individuals planning investments, pensions, retirement and inheritance tax.
Financial Health
HealthyHealthy · -1% CAGR over 4y
Location
St Barts Finance (Poole) Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial advisory and brokerage services including residential, buy‑to‑let and commercial mortgages, insurance policies, investment products, pensions and retirement planning. Also arranges…
Serves individuals, homeowners, landlords and property buyers, plus local businesses needing commercial mortgages, insurance or employer pension advice, primarily in Dorset and nearby areas.
Financial Health
StrongStrong · Hiring · 19% CAGR over 4y
Location
MERIT FINANCIAL SERVICES LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice and planning services to individuals, including guidance on savings, investments, pensions, and insurance protection, and reviewing products across the market to…
Serves individual consumers in the UK seeking personal financial planning, including clients with needs around wealth, pensions, savings, investments and protection.
Financial Health
StableStable · 0% CAGR over 2y
Location
KINGSTON PTM LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides accounting, tax advisory and independent financial planning services. Advises individuals and estates on income, capital gains and inheritance tax, investments, retirement planning,…
Serves private individuals, families, trustees and estates seeking integrated personal tax and financial advice, including investment, retirement, inheritance and estate planning support.
Financial Health
StableStable · 0% CAGR over 2y
Location
Money Matters Financial Solutions Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice and planning, including mortgage brokerage, pensions and retirement planning, investment advice, equity release, savings, and personal protection insurance such…
Serves UK consumers, including first-time buyers, home movers, buy-to-let landlords, remortgagers, savers, retirees, and homeowners considering equity release or protection cover.
Financial Health
HealthyHealthy · 0% CAGR over 4y
Location
SIMPLY ADVICE LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial advice to individuals and businesses, including guidance on mortgages, pensions, savings and investments, insurance protection, equity release, workplace auto‑enrolment pensions,…
Serves individuals, families, homeowners and retirees seeking personal financial advice, alongside businesses needing support with workplace pension and financial planning needs.
Financial Health
StrongStrong · Hiring · 15% CAGR over 2y
Location
Prosper Financial Solutions Limited
Trajectory
3y · 2022–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial and mortgage advice including mortgages, remortgaging, buy‑to‑let finance, insurance and protection products, pensions and retirement planning, investment management,…
Serves UK-based individuals, families, homebuyers, remortgagers and buy-to-let landlords, with additional support for business owners seeking financial protection advice.
Financial Health
StableStable · 0% CAGR over 2y
Location
Medical & General Independent Financial Advisers Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice and planning, specialising in medical professionals. Services include retirement and NHS pension advice, investment portfolio planning, tax and inheritance…
Serves individual medical professionals, including GPs, dentists, pharmacists and opticians, especially those with NHS pension, retirement, mortgage, protection, tax, inheritance or investment…
Financial Health
HealthyHealthy · Hiring · 19% CAGR over 4y
Location
Sands and Associates Ltd
Trajectory
3y · 2023–NowFinancial Health
Insufficient historyInsufficient history
Location
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How Bournemouth Wealth Management companies work and how to sell to them
What they do
Revenue usually comes from ongoing advice fees, asset-linked servicing charges, planning fees and implementation work around pensions, investments and inheritance planning. The service is people-heavy rather than product-heavy: advisers hold the client relationship, paraplanners prepare suitability work, and administrators keep reviews, valuations and paperwork moving. Some firms may also charge for one-off planning exercises, but the more durable revenue book is recurring, with annual reviews and continuing service obligations. For suppliers, that means the economic buyer often cares about adviser time, client retention and compliance evidence as much as new client acquisition.
Who they sell to
Most end-clients are private individuals, couples, families and owner-managed business owners, with accountants and solicitors often influencing introductions. Decisions tend to sit with the household member managing retirement, tax or succession questions, although partners and adult children may shape the brief. On the firm side, supplier decisions usually involve an owner-adviser, managing director, compliance lead or operations manager rather than a formal procurement team. Sales cycles are relationship-led and slower where client money, advice records or integrations are involved; lighter services may be bought directly after a referral or peer recommendation.
What they buy
Most Bournemouth wealth management firms tend to spend on tools and services that reduce administration without weakening the adviser-client relationship. Common categories include client relationship management, back-office workflow, secure document exchange, suitability templates, risk profiling, cash-flow planning, portfolio reporting, billing, cyber security, archive management and training. Service spend can include outsourced paraplanning, compliance support, accountancy, legal advice, recruitment, succession planning and local marketing. Integration matters because advisers dislike rekeying client information between planning, portfolio and review systems; small teams also need suppliers that can support change without taking advisers away from client meetings for long.
Why and how to sell to them
Buying intent often appears when a practice adds advisers, acquires a client book, prepares for succession, changes its investment administration set-up or reviews its ongoing service process after a compliance concern. The sales angle is usually risk reduction and capacity, not novelty. Bournemouth-area buyers tend to respond to evidence that a supplier can shorten review preparation, improve audit trails, protect client communications or make referrals easier to track. Outbound should be specific to the operating burden: a message about fewer missed reviews or cleaner handovers will usually land better than a broad claim about growth.
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 Bournemouth
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Frequently asked questions
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