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Wealth Management Companies in Bristol: 100+ Active Firms (2026)

Updated May 2026

Wealth management companies in Bristol advise individuals and institutions on investments, pensions and financial planning across the city region.

Buying centres tend to sit with private-client advisers, pension specialists, portfolio administrators and compliance-minded operations teams, rather than a single software or procurement function. The buyer base is mostly private clients, family offices, trustees, business owners and professional clients, with engagements shaped by recurring advisory fees, assets-under-advice relationships and ongoing reporting. Commercially, the Bristol cohort looks more like a professional-services market than a high-volume retail channel: small to mid-sized practices, lean professional teams and client relationships that depend on continuity, suitability records and administrative follow-through.

Bristol has 116 actively trading wealth management companies in this cohort, making it a fairly concentrated advisory market rather than a broad retail-finance category. The employment footprint is 515 people, which points to firms built around advisers, paraplanners, client-service staff and portfolio support rather than large branch networks. That shape is consistent with a city-region market serving private wealth, pensions and owner-managed business clients, where local referral networks and professional relationships tend to matter as much as scale.

Authorisation, suitability and complaints handling matter more than company age in this market. Advisory firms normally need to evidence client objectives, risk appetite, fee disclosure and ongoing-review arrangements; discretionary or portfolio-administration work adds controls around mandate design, custody interfaces and conflicts of interest. Pension planning also brings extra scrutiny, especially where advice involves transfers or retirement-income choices. For researchers, permissions, client type and advice model are often more informative than incorporation date alone.

Bristol’s cohort appears weighted toward adviser-owned and partner-led businesses, so change is likely to be gradual rather than driven by new entrants alone. Succession planning, book acquisitions and shared administration tend to be the visible consolidation routes in wealth management, particularly where firms have recurring fee income but limited management bandwidth. Client reporting, pension complexity and conduct expectations should keep pressure on back-office discipline, while local referral networks may continue to protect smaller practices from purely centralised models.

116

Active firms

2026

Above £5M

reported revenue threshold

Recent incorporations

since 2022

Key facts

About 1% of the trading cohort reports turnover above £5M (1 of 116 firms) — the rest sits below that revenue band.

8% of the cohort was incorporated since 2022 (10 firms), so a sizeable share is in its first few filing cycles.

Bristol wealth management firms typically sit close to investment, pension and financial-planning decisions for individuals and institutions.

Local advisory practices often act as the client-facing layer for regulated investment and planning work.

The market appears practice-led, with small and mid-sized advisory businesses rather than software or product-led financial services firms.

Top Bristol 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

PEMBROKE ASSET MANAGEMENT LLP

Pembroke Asset Management

Asset ManagementWealth Management

4 employeesInc. 2003BristolCH OC304288

mbfps.com

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings

Cash83 / 100

Headcount40 / 100

What does PEMBROKE ASSET MANAGEMENT LLP do?

Provides financial planning and discretionary investment management services. Manages client portfolios on a discretionary basis and offers advice on investments, portfolio allocation, and personal…

Who does PEMBROKE ASSET MANAGEMENT LLP sell to?

Serves private financial planning and investment management clients, with a client base concentrated in Bristol and also across the UK.

Key contacts (4)

Nicholas James Batchelor

Llp Designated Member

Leonie Anne Day

Llp Member

Kevin Clive Day

Llp Designated Member

Shaun Jeremy Day

Llp Designated Member

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Company vitals

UK Headcount

UK Revenue

£1.9m

Founded

23 years ago

Since Mar 2003

Bristol

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 2y

Location

1 Pembroke Road, Clifton

Bristol, BS8 3AU

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Sovereign Independent Financial Advisers Limited

Sovereign IFA

Wealth Management

5 employeesInc. 2003BristolCH 04852639

sovereign-ifa.co.uk

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings

Net assets63 / 100

Cash70 / 100

Headcount23 / 100

What does Sovereign Independent Financial Advisers Limited do?

Provides independent financial planning and wealth management advice, including retirement planning, investment portfolio guidance, and financial reviews. Works with business owners, senior…

Who does Sovereign Independent Financial Advisers Limited sell to?

Serves individuals approaching retirement or experiencing life changes, business owners, senior executives and professional advisers, with an emphasis on Bristol and surrounding areas.

Key contacts (1)

Mark Anthony Hibbitt

Director

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Company vitals

UK Headcount

UK Revenue

£271.1kEstimate

Founded

22 years ago

Since Jul 2003

Bristol

Financial health

Financial Health

Stable

Stable · -4% CAGR over 4y

Location

C/O Mgb Accountants - Suite 22 Trym Lodge, 1 Henbury Road, Westbury-On-Trym

Bristol, BS9 3HQ

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Ifamax Limited

Ifamax Wealth Management

Wealth Management

8 employeesInc. 2004BristolCH 05120478

ifamax.com

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings

Net assets61 / 100

Cash70 / 100

Headcount83 / 100

What does Ifamax Limited do?

Provides financial planning and wealth management services for high-net-worth individuals, business owners and professionals. Advises on investment management, retirement planning, pensions,…

Who does Ifamax Limited sell to?

Serves high-net-worth individuals, families, business owners and professionals with £400,000+ in investable assets, including barristers, law firm partners and entertainment industry clients around…

Key contacts (2)

Ashton Andrew Chritchlow

Director

Max Robert Tennant

Director

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Company vitals

UK Headcount

UK Revenue

£552.1kEstimate

Founded

22 years ago

Since May 2004

Bristol

Financial health

Financial Health

Healthy

Healthy · Hiring · 7% CAGR over 4y

Hiring

Location

Ground Floor, 1 Temple Back

Bristol, BS1 6FL

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THE ASPIRE PARTNERSHIP LLP

The Aspire Partnership

Wealth Management

13 employeesInc. 2010BristolCH OC351804

aspirellp.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings

Cash95 / 100

Headcount67 / 100

What does THE ASPIRE PARTNERSHIP LLP do?

Provides financial planning and wealth management advice, including retirement planning, investment planning and estate or passing‑on‑wealth strategies, with ongoing advisory services for…

Who does THE ASPIRE PARTNERSHIP LLP sell to?

Serves private clients approaching or in retirement, families planning wealth transfer, business owners, professionals and trustees seeking chartered financial planning advice.

Key contacts (3)

Kenneth Dean Hall

Llp Member

Naomi Keith

Llp Member

Ian Henri Marie Larthe de Langladure

Llp Designated Member

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Company vitals

UK Headcount

UK Revenue

£1.3mEstimate

Founded

16 years ago

Since Jan 2010

Bristol

Financial health

Financial Health

Strong

Strong · Hiring · 9% CAGR over 2y

Hiring

Location

61 Queen Charlotte Street

Bristol, BS1 4HQ

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Harold Stephens Ltd

Harold Stephens

Wealth ManagementInsurance

9 employeesInc. 2011BristolCH 07610565

haroldstephens.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings

Net assets74 / 100

Cash79 / 100

Headcount79 / 100

What does Harold Stephens Ltd do?

Provides independent financial advice focused on later‑life planning, including pensions and retirement planning, investment management, long‑term care funding, estate planning, wills, powers of…

Who does Harold Stephens Ltd sell to?

Serves retirees and older individuals in Bristol and surrounding areas, plus attorneys, trustees, representatives and relatives supporting elderly people with complex financial and legal decisions.

Key contacts (2)

Victoria Vyce

Director

Richard Peter Higgs

Director

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Company vitals

UK Headcount

UK Revenue

£736.4kEstimate

Founded

15 years ago

Since Apr 2011

Bristol

Financial health

Financial Health

Healthy

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

GrowingHiring

Location

50 High Street, Westbury On Trym

Bristol, BS9 3DZ

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CLIFTON WEALTH MANAGEMENT LIMITED

Clifton Wealth Management

Wealth Management

7 employeesInc. 2019BristolCH 12026356

cliftonwealthmanagement.co.uk

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings

Net assets90 / 100

Cash50 / 100

Headcount100 / 100

What does CLIFTON WEALTH MANAGEMENT LIMITED do?

Provides financial and wealth management advice to private and corporate clients, including investment planning, retirement and pension advice, protection planning, mortgages, and intergenerational…

Who does CLIFTON WEALTH MANAGEMENT LIMITED sell to?

Serves private individuals, families and corporate clients seeking face-to-face wealth management advice, including people managing pensions, investments, trusts, retirement planning and business…

Key contacts (2)

Jonathan Barnfield

Director

Andrew Down

Director

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Company vitals

UK Headcount

UK Revenue

£463.3kEstimate

Founded

7 years ago

Since May 2019

Bristol

Financial health

Financial Health

Strong

Strong · Hiring · 15% CAGR over 4y

Hiring

Location

49 Princess Victoria Street, Clifton

Bristol, BS8 4BX

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Rathmore Financial Limited

Rathmore Financial

Wealth ManagementInsurance

7 employeesInc. 2011BristolCH 07769982

rathmorefinancial.com

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings

Net assets45 / 100

Headcount28 / 100

What does Rathmore Financial Limited do?

Provides independent financial advice and planning for individuals and families, including retirement planning, pensions, savings and investments, cash flow planning, inheritance tax and estate…

Who does Rathmore Financial Limited sell to?

Serves individuals, families and business owners seeking financial planning, with a focus on people approaching or in retirement and later life. Also supports accountants and solicitors whose clients…

Key contacts (2)

Floyd Sofiri Fombo

Director

William Timothy Kenneth Molony

Director

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Company vitals

UK Headcount

UK Revenue

£322.4kEstimate

Founded

14 years ago

Since Sep 2011

Bristol

Financial health

Financial Health

Weak

Weak · -3% CAGR over 4y

Location

Trym Lodge 1 Henbury Road, Westbury-On-Trym

Bristol, BS9 3HQ

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ANDERSON FINANCIAL MANAGEMENT LIMITED

Anderson Financial Management

Wealth Management

10 employeesInc. 2012BristolCH 07990416

andersonfinancial.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings

Net assets0 / 100

Cash100 / 100

Headcount57 / 100

What does ANDERSON FINANCIAL MANAGEMENT LIMITED do?

Provides financial planning and wealth management services including investment management, pensions, retirement planning and protection advice. Advises private individuals, company directors and…

Who does ANDERSON FINANCIAL MANAGEMENT LIMITED sell to?

Serves personal and business clients, including private investors, responsible investors, company directors, medical professionals and legal professionals.

Key contacts (2)

Anthony David Frederick Anderson

Director

Jessica Claire Anderson

Director

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Company vitals

UK Headcount

UK Revenue

£530kEstimate

Founded

14 years ago

Since Mar 2012

Bristol

Financial health

Financial Health

Stable

Stable · Hiring · 5% CAGR over 2y

Hiring

Location

Saville Court 10-11 Saville Place, Clifton

Bristol, BS8 4EJ

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R C Brown Investment Management PLC

RC Brown

Asset ManagementWealth Management

11 employeesInc. 1990BristolCH 02489639

rcbim.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings

Net assets67 / 100

Cash100 / 100

Headcount40 / 100

What does R C Brown Investment Management PLC do?

Provides discretionary investment management and portfolio administration for private clients, charities, pension funds, trusts and OEICs. Offers model portfolios and investment services to financial…

Who does R C Brown Investment Management PLC sell to?

Serves financial advisers and their clients, private investors, charities, pension funds, trusts and OEICs.

Key contacts (3)

Neil Michael Whelan

Director

Glenn John Meyer

Director

Alan Frederick Beaney

Director

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Company vitals

UK Headcount

UK Revenue

£2.3m

Founded

36 years ago

Since Apr 1990

Bristol

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

1 The Square, Temple Quay

Bristol, BS1 6DG

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Lansdown Place Wealth Management Limited

Lansdown Place Wealth Management

Wealth Management

25 employeesInc. 2005BristolCH 05458948

lansdownplace.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings

Net assets0 / 100

Cash73 / 100

What does Lansdown Place Wealth Management Limited do?

Provides financial planning and wealth management services, including investment planning, retirement and protection advice, mortgages, and corporate financial advice such as employee pensions,…

Who does Lansdown Place Wealth Management Limited sell to?

Serves private clients and families, including retirees, first-time buyers and LGBTQ+ clients, plus business owners, company directors and senior corporate executives seeking personal and corporate…

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Company vitals

UK Headcount

UK Revenue

£4.4mEstimate

Founded

21 years ago

Since May 2005

Bristol

Financial health

Financial Health

Weak

Financial distressTechnical insolvency

Location

2 Oakfield Road, Clifton

Bristol, BS8 2AL

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The Eternal Business Consultancy Ltd

Ovation Finance

Wealth Management

1 employeesInc. 2018BristolCH 11317464

ovationfinance.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Cash100 / 100

Headcount40 / 100

What does The Eternal Business Consultancy Ltd do?

Provides chartered financial planning and wealth management services, advising professionals and business owners on pensions, investments, tax planning and retirement. Develops personalised financial…

Who does The Eternal Business Consultancy Ltd sell to?

Serves private clients including busy professionals, business owners and people approaching retirement, especially those focused on lifestyle, family security or business succession.

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Company vitals

UK Headcount

UK Revenue

£46.3kEstimate

Founded

8 years ago

Since Apr 2018

Bristol

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Queen Square House, 18-21 Queen Square

Bristol, BS1 4NH

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FIVEWAYS FINANCIAL PLANNING LIMITED

FiveWays

Wealth Management

18 employeesInc. 2011BristolCH 07879034

fivewaysfp.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings

Net assets30 / 100

Cash63 / 100

Headcount40 / 100

What does FIVEWAYS FINANCIAL PLANNING LIMITED do?

Provides financial planning and advisory services to individuals and families, including investment management, pension and retirement planning, inheritance tax and estate planning, life insurance…

Who does FIVEWAYS FINANCIAL PLANNING LIMITED sell to?

Serves private individuals, families and business owners seeking financial planning support for investments, retirement, estate preservation, family protection and care home fee planning.

Key contacts (1)

James Edward Bloodworth

Director

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Company vitals

UK Headcount

UK Revenue

£1.3mEstimate

Founded

14 years ago

Since Dec 2011

Bristol

Financial health

Financial Health

Stable

Stable · 0% CAGR over 2y

Location

2nd Floor, South One Castle Park, Tower Hill

Bristol, BS2 0JA

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Ellis Davies Financial Planning Ltd

Ellis Davies Financial Planning

Wealth Management

8 employeesInc. 2017BristolCH 10550096

ellisdaviesfp.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount83 / 100

What does Ellis Davies Financial Planning Ltd do?

Provides personal financial planning and advice, including retirement planning, pension strategy and wealth management. Works with business owners, academics and retirees to organise finances, align…

Who does Ellis Davies Financial Planning Ltd sell to?

Serves private clients including business owners, academics with USS and other pension arrangements, and retirees planning later-life finances.

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Company vitals

UK Headcount

UK Revenue

£324.9kEstimate

Founded

9 years ago

Since Jan 2017

Bristol

Financial health

Financial Health

Strong

Strong · Hiring · 7% CAGR over 4y

Hiring

Location

91-93 Alma Road, Clifton

Bristol, BS8 2DP

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NICHOLLS STEVENS (FINANCIAL SERVICES) LTD

Nicholls Stevens (financial Services)

Wealth Management

23 employeesInc. 1994Bristol, AvonCH 02963455

nichollstevens.com

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings

Net assets81 / 100

Cash100 / 100

Headcount71 / 100

What does NICHOLLS STEVENS (FINANCIAL SERVICES) LTD do?

Provides independent financial advice to individuals and businesses, covering investments, pensions, savings and retirement planning. Also designs employee benefit packages, workplace pension…

Who does NICHOLLS STEVENS (FINANCIAL SERVICES) LTD sell to?

Serves individual clients, including mature personal clients planning for retirement, savings and investments, alongside small and medium-sized companies seeking corporate financial advice and…

Key contacts (3)

Claire Antoinette Dunn

Director

Hannah Jane Nicholls

Director

Carole Patricia Nicholls

Director

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Company vitals

UK Headcount

UK Revenue

£1.4mEstimate

Founded

31 years ago

Since Aug 1994

Bristol, Avon

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 4% CAGR over 5y

GrowingHiring

Location

9 St. Augustines Parade

Bristol, Avon, BS1 4UT

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Moneo Wealth Management Ltd

Moneo Wealth Management

Wealth ManagementInsurance

5 employeesInc. 1999BristolCH 03863161

moneo-ifa.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount40 / 100

What does Moneo Wealth Management Ltd do?

Provides independent financial planning and advisory services to individuals and businesses, including investment management, retirement planning, wealth management, and financial strategy…

Who does Moneo Wealth Management Ltd sell to?

Serves individual clients and business owners, including professionals and executives, people approaching retirement, and retirees seeking personal wealth advice.

Key contacts (1)

Kenneth Duncan Simmonds

Director

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Company vitals

UK Headcount

UK Revenue

£1.9mEstimate

Founded

26 years ago

Since Oct 1999

Bristol

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 2y

Location

Moneo Wealth Management, 61 Apsley Road

Bristol, BS8 2SW

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Lampiers Financial Planning Limited

Lampiers Financial Planning

Wealth Management

13 employeesInc. 1987BristolCH 02094288

lampiers.com

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings

Net assets27 / 100

Cash52 / 100

Headcount53 / 100

What does Lampiers Financial Planning Limited do?

Provides independent financial planning and advisory services to individuals, families and business owners, including retirement planning, pension advice, investment planning, mortgages, and…

Who does Lampiers Financial Planning Limited sell to?

Serves individuals, families, professionals, retirees and business owners across the UK seeking independent financial planning advice.

Key contacts (1)

Peter James Wheeler

Director

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Company vitals

UK Headcount

UK Revenue

£884.7kEstimate

Founded

39 years ago

Since Jan 1987

Bristol

Financial health

Financial Health

Stable

Stable · 4% CAGR over 2y

Location

4 Hillside, Cotham

Bristol, BS6 6JP

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Seven Stars Asset Management Ltd

Kohn Cougar

Asset ManagementWealth Management

1 employeesInc. 2002BristolCH 04556314

kohncougar.co.uk/about

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings

Net assets89 / 100

Cash100 / 100

Headcount40 / 100

What does Seven Stars Asset Management Ltd do?

Provides investment advice and wealth management services, including portfolio and investment management for private clients. Uses a conviction‑driven approach to selecting funds and assets and…

Key contacts (1)

Rodrigo Dominic Augustine Kohn

Director

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Company vitals

UK Headcount

UK Revenue

£448kEstimate

Founded

23 years ago

Since Oct 2002

Bristol

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 4y

Growing

Location

19c Wellington Park

Bristol, BS8 2UR

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Cabot Trustees Limited

Cabot Trustees

Wealth Management

5 employeesInc. 1996Bristol, SomersetCH 03184466

westerby-investment.co.uk/westerby-group-expands-further-with-acquisition-of-cabot-trustees-limited

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings

Net assets39 / 100

Cash46 / 100

Headcount23 / 100

What does Cabot Trustees Limited do?

Provides pension trustee and administration services, specialising in self‑invested personal pension (SIPP) schemes, including scheme management, regulatory compliance, and support for advisers and…

Who does Cabot Trustees Limited sell to?

Serves private individuals approaching retirement and existing pension clients, plus advisers and accountants needing trustee and administration support for SIPP and SSAS pension schemes in England.

Key contacts (1)

Nicholas Murray Perris

Director

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Company vitals

UK Headcount

UK Revenue

£374.3kEstimate

Founded

30 years ago

Since Apr 1996

Bristol, Somerset

Financial health

Financial Health

Weak

Weak · -4% CAGR over 4y

Location

The Quorum, Bond Street South

Bristol, Somerset, BS1 3AE

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Hargreaves Lansdown

Wealth ManagementFintechAsset Management

5 employeesInc. 1985BristolCH 01896481

hl.co.uk

What does Hargreaves Lansdown do?

Provides investment management and brokerage services through an online platform. Offers stocks and shares ISAs, pensions, fund and share dealing accounts, cash savings products, ready‑made…

Who does Hargreaves Lansdown sell to?

Serves UK retail investors, savers and pension customers, including parents investing for children and people seeking ISAs, SIPPs or financial advice, plus employers and employees using workplace…

Key contacts (2)

Declan Joseph Hourican

Director

Lars-Åke Valdemar Norling

Director

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Company vitals

UK Headcount

UK Revenue

£60.9kEstimate

Founded

41 years ago

Since Mar 1985

Bristol

Location

1 College Square South, Anchor Road

Bristol, BS1 5HL

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SPHERES INVESTMENT ADVISOR LTD

Spheres

Wealth ManagementVenture Capital

4 employeesInc. 2023BristolCH 14746184

spheres.io/legal

Trajectory

2y · 2024–Now

Financial sub-scores

Computed from 2 filings

Cash100 / 100

Headcount100 / 100

What does SPHERES INVESTMENT ADVISOR LTD do?

Provides investment advisory services focused on private market investments and wealth management. Invests capital in private market opportunities and offers an online platform with AI-enabled tools…

Who does SPHERES INVESTMENT ADVISOR LTD sell to?

Serves professional clients and eligible counterparties, including entrepreneurial investors and private-market wealth holders; not available to retail clients.

Key contacts (2)

Jacques Nicolas Salame

Director

Florian Burkhard Christopher Kamps

Director

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Company vitals

UK Headcount

UK Revenue

£450.5kEstimate

Founded

3 years ago

Since Mar 2023

Bristol

Financial health

100

Financial Health

Strong

Strong · Hiring · 100% CAGR over 1y

Hiring

Location

5th Floor Halo, Counterslip

Bristol, BS1 6AJ

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HARGREAVES LANSDOWN PENSIONS LIMITED

Hargreaves Lansdown

Wealth ManagementFintechAsset Management

Inc. 2000BristolCH 03977269

hl.co.uk

Trajectory

5y · 2021–Now

No headcount data filed

Financial sub-scores

Computed from 5 filings

Net assets40 / 100

What does HARGREAVES LANSDOWN PENSIONS LIMITED do?

Provides investment and savings platform services for retail investors, including stocks and shares ISAs, self‑invested personal pensions, fund and share dealing accounts, cash savings products, and…

Who does HARGREAVES LANSDOWN PENSIONS LIMITED sell to?

Serves UK retail investors, savers and pension customers, including adults managing ISAs, SIPPs and savings accounts, parents investing for children, and employers or employees using workplace…

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Company vitals

UK Headcount

UK Revenue

£0Estimate

Founded

26 years ago

Since Apr 2000

Bristol

Financial health

Financial Health

Stable

Location

1 College Square South, Anchor Road

Bristol, BS1 5HL

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WATSON & COMPANY (BRISTOL) COMMERCIAL LTD

Watson & (bristol) Commercial

Wealth Management

2 employeesInc. 2023BristolCH 14766427

Trajectory

2y · 2024–Now

Financial sub-scores

Computed from 2 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

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Company vitals

UK Headcount

UK Revenue

£22.3kEstimate

Founded

3 years ago

Since Mar 2023

Bristol

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 1y

Growing

Location

Watson & Co 92 Whiteladies Road, Clifton

Bristol, BS8 2QN

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LANE BRUNEL INVESTMENTS LTD

Brunel Group

InsuranceWealth Management

Inc. 2005BristolCH 05426773

brunelgroup.co.uk/about

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings

Cash100 / 100

What does LANE BRUNEL INVESTMENTS LTD do?

Provides insurance brokerage and financial planning services for businesses and individuals, including commercial and personal insurance, employee benefits, pensions, investments, tax planning and…

Who does LANE BRUNEL INVESTMENTS LTD sell to?

Serves businesses and corporates across food, retail, leisure, construction, life sciences, manufacturing, transport, charities, professional services and property, plus private clients, business…

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Company vitals

UK Headcount

UK Revenue

£1.6mEstimate

Founded

21 years ago

Since Apr 2005

Bristol

Financial health

100

Financial Health

Strong

Location

The Crescent, Temple Back

Bristol, BS1 6EZ

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BRUNEL WEALTH LIMITED

Brunel Wealth

Wealth Management

0 employeesInc. 2019BristolCH 12281992

brunelpi.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash100 / 100

Headcount0 / 100

Key contacts (2)

Carl Nicholas Ian Tuttiett

Director

Alexander Charles Grant Nicklin

Director

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Company vitals

UK Headcount

UK Revenue

£144.8kEstimate

Founded

6 years ago

Since Oct 2019

Bristol

Financial health

Financial Health

Weak

Weak · -59% CAGR over 4y

Financial distressTechnical insolvency

Location

The Crescent, Temple Back

Bristol, BS1 6EZ

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Angel Investors Bristol Limited

Angel Investors Bristol

Wealth Management

Inc. 2023BristolCH 14946960

angelinvestorsbristol.co.uk

Trajectory

2y · 2024–Now

Financial sub-scores

Computed from 2 filings

Net assets100 / 100

Cash100 / 100

Key contacts (1)

Peter Michael Lockett

Director

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Company vitals

UK Headcount

UK Revenue

£12.6kEstimate

Founded

2 years ago

Since Jun 2023

Bristol

Financial health

100

Financial Health

Strong

Location

6 West Mall

Bristol, BS8 4BH

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Ackland Wills & Estate Planning Ltd

Ackland Wills & Estate Planning

Wealth Management

1 employeesInc. 2021BristolCH 13711038

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings

Net assets0 / 100

Cash17 / 100

Headcount0 / 100

Key contacts (1)

Thomas Ackland

Director

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Company vitals

UK Headcount

UK Revenue

£11.9kEstimate

Founded

4 years ago

Since Oct 2021

Bristol

Financial health

Financial Health

Distressed

Distressed · -29% CAGR over 2y

Financial distressTechnical insolvency

Location

39 Ridgeway Road

Bristol, BS16 3DY

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KEY FINANCIAL ADVICE LIMITED

KEY Financial Advice

Wealth Management

Inc. 2008BristolCH 06685914

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings

Net assets83 / 100

Key contacts (1)

Olivia Ann Ireson

Director

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Company vitals

UK Headcount

UK Revenue

£4.2k

Founded

17 years ago

Since Sep 2008

Bristol

Financial health

Financial Health

Strong

Location

14 Parrys Close, Stoke Bishop

Bristol, BS9 1AW

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BRADLEY FRY IFA LTD

Bradley FRY IFA

Wealth Management

2 employeesInc. 2016BristolCH 10199576

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings

Net assets78 / 100

Headcount40 / 100

Key contacts (1)

Elin Maria Linnea Fry

Director

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Company vitals

UK Headcount

UK Revenue

£62.2kEstimate

Founded

10 years ago

Since May 2016

Bristol

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

98 Greville Road

Bristol, BS3 1LJ

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Funding Compass Limited

Funding Compass

Wealth Management

2 employeesInc. 2020Bristol, City of BristolCH 13098692

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings

Net assets100 / 100

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Company vitals

UK Headcount

UK Revenue

£65.9kEstimate

Founded

5 years ago

Since Dec 2020

Bristol, City of Bristol

Financial health

100

Financial Health

Strong

Location

C/O Gs Verde Accountants The Mezzanine, 1 The Square

Bristol, City Of Bristol, BS1 6DG

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Ethical Equity Limited

Ethical Equity

Wealth Management

Inc. 2019BristolCH 12154053

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount0 / 100

Key contacts (2)

Denis Martin Lindsay

Director

Ali Kazmi Shah

Director

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Company vitals

UK Headcount

UK Revenue

£7kEstimate

Founded

6 years ago

Since Aug 2019

Bristol

Financial health

Financial Health

Healthy

Location

40 Berkeley Square

Bristol, BS8 1HP

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Raymond and Thomas Limited

Raymond & Thomas

Wealth Management

1 employeesInc. 2004BristolCH 05281305

raymondandthomas.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount0 / 100

Key contacts (2)

Caroline Stainer

Director

Annette Marie Raymond

Director

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Company vitals

UK Headcount

UK Revenue

£29.9kEstimate

Founded

21 years ago

Since Nov 2004

Bristol

Financial health

Financial Health

Healthy

Healthy · -16% CAGR over 4y

Location

Beaufort House, 113 Parson Street

Bristol, BS3 5QH

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CARDINAL CAPITAL GROUP LTD

Cardinal Capital

Wealth Management

Inc. 2023BristolCH 14931919

cardinalcapitalgroup.com

Trajectory

1y · 2024–Now

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Company vitals

UK Headcount

UK Revenue

£0Estimate

Founded

2 years ago

Since Jun 2023

Bristol

Financial health

—

Financial Health

Insufficient history

Location

18, Tarnock Avenue, 18, Tarnock Avenue

Bristol, BS14 9RT

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Frazer James Ltd

Frazer James

Corporate BankingWealth ManagementManagement Consulting

9 employeesInc. 2018BristolCH 11714188

frazerjames.co.uk

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings

Net assets92 / 100

Cash100 / 100

Headcount100 / 100

Key contacts (1)

Christopher Hindle

Director

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Company vitals

UK Headcount

UK Revenue

£242.7kEstimate

Founded

7 years ago

Since Dec 2018

Bristol

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 32% CAGR over 4y

GrowingHiring

Location

Square Works, Berkeley Square

Bristol, BS8 1HB

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Triple A Advice Ltd

Triple a Advice

Wealth Management

2 employeesInc. 2015BristolCH 09666827

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash96 / 100

Headcount40 / 100

Key contacts (2)

Tom Ackland

Director

Amy Ackland

Director

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Company vitals

UK Headcount

UK Revenue

£32.8kEstimate

Founded

10 years ago

Since Jul 2015

Bristol

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

39 Ridgeway Road

Bristol, BS16 3DY

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ASPIRATIONS FINANCIAL ADVICE LTD

Aspirations

Wealth ManagementInsuranceAsset Management

20 employeesInc. 2012BristolCH 08252963

aspirationsfp.co.uk

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings

Net assets98 / 100

Cash100 / 100

Headcount83 / 100

What does ASPIRATIONS FINANCIAL ADVICE LTD do?

Provides independent financial advice and planning services, including pensions and retirement planning, investment and wealth management, tax planning, cashflow forecasting, mortgages, and business…

Who does ASPIRATIONS FINANCIAL ADVICE LTD sell to?

Serves private individuals, families, business owners, company directors and partnerships, with a local emphasis on Bristol and Bradley Stoke clients seeking independent financial advice.

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Company vitals

UK Headcount

UK Revenue

£1.9mEstimate

Founded

13 years ago

Since Oct 2012

Bristol

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 6% CAGR over 5y

GrowingHiring

Location

Ist Floor, West Offices Willow Brook Centre, Bradley Stoke

Bristol, BS32 8BS

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KELLANDS (BRISTOL) LIMITED

Kellands Bristol

Wealth Management

17 employeesInc. 2000Portishead, BristolCH 04038310

kelland-bristol.com

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings

Net assets87 / 100

Cash50 / 100

Headcount40 / 100

What does KELLANDS (BRISTOL) LIMITED do?

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

Who does KELLANDS (BRISTOL) LIMITED sell to?

Serves individual and business clients in Bristol, the South-West and across the UK, including employers and their staff, company executives, medical and legal professionals, and accountants.

Key contacts (1)

Carole-Ann Helen Rowley

Director

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Company vitals

UK Headcount

UK Revenue

£238kEstimate

Founded

25 years ago

Since Jul 2000

Portishead, Bristol

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

Quays Office Park, Conference Avenue

Portishead, Bristol, BS20 7LZ

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Cleeve Financial Planning Limited

Cleeve Financial Planning

Wealth ManagementInsurance

9 employeesInc. 2019BristolCH 12056508

cleevefinancialplanning.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings

Net assets0 / 100

Cash5 / 100

Headcount100 / 100

What does Cleeve Financial Planning Limited do?

Provides financial planning and wealth management advice, including pensions, retirement planning, savings and investments, and mortgage advice. Acts as an appointed representative of St. James’s…

Who does Cleeve Financial Planning Limited sell to?

Serves individuals and business owners in and around Bristol seeking financial advice, including people planning retirement, arranging mortgages, investing savings, or navigating divorce.

Key contacts (1)

Timothy O’loughlin

Director

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Company vitals

UK Headcount

UK Revenue

£180.9kEstimate

Founded

6 years ago

Since Jun 2019

Bristol

Financial health

Financial Health

Weak

Weak · Hiring · 34% CAGR over 2y

Hiring

Location

Knightwood Court, Mead Road

Bristol, BS34 8PS

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Crystal Wealth Management Limited

Crystal Wealth Management

Wealth Management

19 employeesInc. 2003BristolCH 04931573

crystalwm.com

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings

Cash8 / 100

Headcount23 / 100

What does Crystal Wealth Management Limited do?

Provides independent financial planning and wealth management advice to individuals and business owners, including investment and savings planning, retirement planning, tax planning, protection…

Who does Crystal Wealth Management Limited sell to?

Serves a mix of B2C and B2B clients: families, individuals, business owners and companies, predominantly across Bristol and the South West, with UK-wide support where appropriate.

Key contacts (1)

Drew Stuart Brimblecombe

Director

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Company vitals

UK Headcount

UK Revenue

£641.3kEstimate

Founded

22 years ago

Since Oct 2003

Bristol

Financial health

Financial Health

Distressed

Distressed · -9% CAGR over 2y

Financial distress

Location

Unit 12 Henfield Business Park, Westerleigh Road

Bristol, BS36 2UP

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BELGRAVE ASSET MANAGEMENT LIMITED

Belgrave Asset Management

Asset ManagementWealth Management

8 employeesInc. 2000BathCH 03936094

belgraveifa.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings

Net assets77 / 100

Cash35 / 100

Headcount15 / 100

What does BELGRAVE ASSET MANAGEMENT LIMITED do?

Provides independent financial advice, portfolio management and financial planning to private clients and corporate bodies, including fee‑based investment and pension advice for pension trustees and…

Who does BELGRAVE ASSET MANAGEMENT LIMITED sell to?

Serves private clients, pension trustees and corporate bodies seeking independent financial and investment advice, including individuals who want active guidance or delegated involvement in financial…

Key contacts (1)

Gemma Louise Watson

Director

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Company vitals

UK Headcount

UK Revenue

£857.4kEstimate

Founded

26 years ago

Since Feb 2000

Bath

Financial health

Financial Health

Stable

Stable · -8% CAGR over 4y

Location

21b Charles Street

Bath, BA1 1HX

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CAPEL COURT LIMITED

Capel Court

Wealth ManagementAsset Management

9 employeesInc. 1992Bristol, EssexCH 02686967

capelcourt.cliftonwp.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings

Cash59 / 100

Headcount17 / 100

What does CAPEL COURT LIMITED do?

Provides financial planning and advice to individuals, businesses, trusts and charities, including investment advice, retirement planning, estate planning, protection and cashflow modelling. Also…

Who does CAPEL COURT LIMITED sell to?

Serves private individuals, family estates, business owners, businesses, trusts, charities and pension funds. Also works with financial advisers whose clients need discretionary portfolio management.

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Company vitals

UK Headcount

UK Revenue

£1.4m

Founded

34 years ago

Since Feb 1992

Bristol, Essex

Financial health

Financial Health

Weak

Weak · -7% CAGR over 4y

Location

The Pavilions Eden Park, Ham Green

Bristol, Essex, BS20 0DD

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LAVER WEALTH MANAGEMENT LIMITED

Laver Wealth

Wealth ManagementAsset Management

13 employeesInc. 1991Weston Super Mare, SomersetCH 02589429

laverwealth.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings

Net assets77 / 100

Cash44 / 100

Headcount80 / 100

What does LAVER WEALTH MANAGEMENT LIMITED do?

Provides wealth management and financial planning services, including discretionary portfolio management and investment advice for individuals, business owners and trustees, managing client…

Who does LAVER WEALTH MANAGEMENT LIMITED sell to?

Serves private individuals, couples, business owners and trustees seeking ongoing wealth and investment support, primarily clients with savings, portfolios or assets to protect and grow.

Key contacts (3)

Margaret Mary Williams

Director

Stephen Charles Hillier

Director

Derrick Laver

Director

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Company vitals

UK Headcount

UK Revenue

£490.4kEstimate

Founded

35 years ago

Since Mar 1991

Weston Super Mare, Somerset

Financial health

Financial Health

Healthy

Healthy · Hiring · 7% CAGR over 4y

Hiring

Location

9 Beaconsfield Road

Weston Super Mare, Somerset, BS23 1YE

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Bryant Associates Wealth Management Ltd

Bryant Associates Wealth Management

Wealth Management

8 employeesInc. 2022BristolCH 14458263

bryantassociates.co.uk

Trajectory

2y · 2024–Now

Financial sub-scores

Computed from 2 filings

Net assets55 / 100

Cash100 / 100

Headcount11 / 100

What does Bryant Associates Wealth Management Ltd do?

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

Who does Bryant Associates Wealth Management Ltd sell to?

Serves private clients, including people in or approaching retirement, women and LGBTQ+ clients, plus business owners, company directors and professional/legal advisers.

Key contacts (2)

Thomas James Bryant

Director

Karen Ann Bryant

Director

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Company vitals

UK Headcount

UK Revenue

£1mEstimate

Founded

3 years ago

Since Nov 2022

Bristol

Financial health

Financial Health

Stable

Stable · -33% CAGR over 1y

Location

Evergreen 21 Ridgeway, Coalpit Heath

Bristol, BS36 2PN

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London Private Wealth Ltd

London Private Wealth

Wealth Management

3 employeesInc. 2001BristolCH 04193875

londonprivatewealth.cliftonwp.co.uk

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings

Net assets96 / 100

Cash100 / 100

Headcount100 / 100

What does London Private Wealth Ltd do?

Provides financial planning and wealth management services to private individuals, family estates and business owners. Advises on investments, retirement planning, estate planning, cashflow…

Who does London Private Wealth Ltd sell to?

Serves private individuals, family estates and business owners seeking financial planning and wealth advice, including those planning for investments, retirement, protection and estate matters.

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Company vitals

UK Headcount

UK Revenue

£421.6kEstimate

Founded

25 years ago

Since Apr 2001

Bristol

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 8% CAGR over 5y

GrowingHiring

Location

The Pavilions Eden Park, Ham Green

Bristol, BS20 0DD

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PBF WEALTH MANAGEMENT LTD.

PBF Wealth Management

Wealth Management

5 employeesInc. 2013Weston-Super-MareCH 08741245

pbfwm.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings

Net assets38 / 100

Headcount40 / 100

What does PBF WEALTH MANAGEMENT LTD. do?

Provides financial advice and wealth management services, including investment planning, retirement and pension planning, inheritance tax and protection planning, mortgages, and intergenerational…

Who does PBF WEALTH MANAGEMENT LTD. sell to?

Serves private individuals, families and retirees, mainly in South West England and across the UK, with additional support for business owners and corporate clients.

Key contacts (1)

Pedro Ernesto Bonillo-Farias

Director

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Company vitals

UK Headcount

UK Revenue

£270.9kEstimate

Founded

12 years ago

Since Oct 2013

Weston-Super-Mare

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

Pure Offices, Unit 41, 137 Pastures Avenue

Weston-Super-Mare, BS22 7SB

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Crystal Wealth Management LLP

Crystal Wealth Management

Wealth ManagementInsurance

2 employeesInc. 2006BristolCH OC320783

crystalwm.com

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings

Headcount0 / 100

What does Crystal Wealth Management LLP do?

Provides independent financial planning and wealth management advice to individuals, families, and business owners, covering investments and savings, retirement planning, tax planning, protection,…

Who does Crystal Wealth Management LLP sell to?

Serves families, individuals, business owners and companies seeking wealth planning support, with clients predominantly in Bristol and the South West and some across the UK.

Key contacts (1)

Drew Stuart Brimblecombe

Llp Designated Member

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Company vitals

UK Headcount

UK Revenue

£105.9kEstimate

Founded

19 years ago

Since Jul 2006

Bristol

Financial health

Financial Health

Distressed

Distressed · -50% CAGR over 2y

Financial distress

Location

Unit 12 Henfield Business Park, Westerleigh Road

Bristol, BS36 2UP

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Hoadley Financial Planning Limited

Hoadley Financial Planning

Wealth Management

6 employeesInc. 2009Bath, SomersetCH 06827473

hoadley-financial.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings

Net assets38 / 100

Cash55 / 100

Headcount40 / 100

What does Hoadley Financial Planning Limited do?

Provides financial planning and wealth management advice, including investment planning, retirement planning, protection planning, mortgages and intergenerational wealth planning. Also offers…

Who does Hoadley Financial Planning Limited sell to?

Serves private clients seeking financial advice, with specialist focus on retired and retiring police officers, business owners, senior corporate executives, company directors, contractors, and…

Key contacts (2)

Alistair Grahame John Hoadley

Director

Mary Anne Hoadley

Director

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Company vitals

UK Headcount

UK Revenue

£549.8kEstimate

Founded

17 years ago

Since Feb 2009

Bath, Somerset

Financial health

Financial Health

Stable

Stable · 0% CAGR over 2y

Location

Lennox House, 3 Pierrepont Street

Bath, Somerset, BA1 1LB

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Octagon Consultancy Limited

Octagon Consultancy

Wealth Management

13 employeesInc. 2011BristolCH 07787430

octagonconsultancy.co.uk

Trajectory

4y · 2023–Now

Financial sub-scores

Computed from 4 filings

Net assets85 / 100

Cash35 / 100

Headcount27 / 100

What does Octagon Consultancy Limited do?

Provides financial planning and advisory services for individuals and business owners, including retirement planning, pension review, investment portfolio construction, tax‑efficient wealth planning,…

Who does Octagon Consultancy Limited sell to?

Serves private individuals, families and business owners seeking personal financial planning, particularly around retirement, pensions, investments, supporting children, inheritance and business-exit…

Key contacts (2)

Luke Ambrose Brown

Director

Richard Ian Stoakley Adams

Director

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Company vitals

UK Headcount

UK Revenue

£2.1mEstimate

Founded

14 years ago

Since Sep 2011

Bristol

Financial health

Financial Health

Stable

Stable · -5% CAGR over 3y

Location

Woodlands Grange Woodlands Lane, Bradley Stoke

Bristol, BS32 4JY

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Cedar Financial Services Limited

Cedar House Financial Services

Wealth ManagementInsurance

0 employeesInc. 2006BristolCH 05994960

cedarhousefinancial.co.uk

Trajectory

4y · 2023–Now

Financial sub-scores

Computed from 4 filings

Net assets3 / 100

Cash11 / 100

Headcount0 / 100

What does Cedar Financial Services Limited do?

Provides independent financial advice to individuals and businesses, including retirement planning, wealth management, protection insurance, employee benefits, auto‑enrolment pensions, and mortgage…

Who does Cedar Financial Services Limited sell to?

Serves individual and family clients seeking financial advice, alongside employers and business owners needing employee benefits and auto-enrolment support.

Key contacts (1)

Brendon Reid Veale

Director

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Company vitals

UK Headcount

UK Revenue

£27.4kEstimate

Founded

19 years ago

Since Nov 2006

Bristol

Financial health

Financial Health

Distressed

Distressed · -78% CAGR over 3y

Financial distress

Location

26 Lydiard Croft, Hanham

Bristol, BS15 3LT

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WESTON ASSOCIATES IFA LIMITED

Weston Associates

Wealth Management

7 employeesInc. 1999Bristol, AvonCH 03735289

westonassociates.co.uk

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings

Net assets72 / 100

Headcount90 / 100

What does WESTON ASSOCIATES IFA LIMITED do?

Provides independent financial planning and advisory services including pensions advice, investment planning, portfolio management, tax‑efficient savings strategies and estate planning for…

Who does WESTON ASSOCIATES IFA LIMITED sell to?

Serves individuals and families seeking regulated financial planning and advice on pensions, investments, tax-efficient savings, portfolio management and estate planning.

Key contacts (2)

Andrew Stephen Weston

Director

Karen Allison Millington

Director

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Company vitals

UK Headcount

UK Revenue

£118.6kEstimate

Founded

27 years ago

Since Mar 1999

Bristol, Avon

Financial health

Financial Health

Healthy

Healthy · Hiring · 9% CAGR over 4y

Hiring

Location

Chestnut House, 13 Cabstand, Portishead

Bristol, Avon, BS20 7HW

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Clarmond Family Office Limited

Clarmond Wealth

Wealth ManagementAsset ManagementMarket Research & Insights

2 employeesInc. 2021BristolCH 13335864

clarmond.co.uk/about.html

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings

Net assets94 / 100

Cash100 / 100

Headcount40 / 100

What does Clarmond Family Office Limited do?

Provides wealth management and investment advisory services for high‑net‑worth individuals, families and their businesses. Produces investment research and market commentary for institutional…

Who does Clarmond Family Office Limited sell to?

Serves professional-client families, high-net-worth individuals and their associated businesses, alongside institutions, hedge funds and family offices seeking investment research.

Key contacts (2)

Maria Augusta Teale

Director

Benjamin Michael Teale

Director

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Company vitals

UK Headcount

UK Revenue

£611kEstimate

Founded

5 years ago

Since Apr 2021

Bristol

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

Woodlands Grange Woodlands Lane, Bradley Stoke

Bristol, BS32 4JY

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How Bristol wealth management companies work and how to sell to them

What they do

Bristol wealth management firms usually earn through recurring advice fees linked to assets under advice, fixed planning retainers, pension review charges and one-off project work around retirement, inheritance or business-sale proceeds. Discretionary portfolio work, where offered, adds a mandate and reporting layer, while some firms use outsourced investment administration rather than building full dealing infrastructure. The commercial unit is a continuing client relationship rather than a single transaction: onboarding, suitability assessment, annual review, portfolio reporting and fee disclosure all have to work together. Only one Bristol wealth management company sits above £5M turnover, so supplier propositions need to fit owner-managed operating models as well as larger advice practices.

Who they sell to

Their end buyers are usually private individuals and adviser-led structures rather than procurement departments. Business owners may enter through exit planning or pension advice; trustees tend to care about governance, reporting and continuity; family-office style clients often want consolidated administration across tax, pensions and portfolios. Decisions are made by the principal client, trustee board, finance director or professional adviser acting as a gatekeeper. Most new business comes through direct referral from accountants, lawyers and existing clients, with a slower trust-building cycle than software sales. Formal tenders appear more often where trustees or professional-client mandates are involved, but relationship evidence still carries weight.

What they buy

Most Bristol wealth management firms tend to spend on systems that reduce adviser administration and protect client records: CRM, document management, client onboarding, e-signature, portfolio administration, financial-planning tools, fee billing, client portals and reporting workflow. Security, backup, identity management and device control also matter because firms handle personal finance documents and are exposed to email-led fraud. Outside software, common purchase areas include outsourced compliance checks, professional indemnity support, accounting, tax advice, paraplanner recruitment, adviser hiring, website work and local referral marketing. Smaller practices will often prefer managed services and clear implementation support over tools that assume a dedicated operations team.

Why and how to sell to them

Buying triggers tend to appear when adviser time is being absorbed by administration, when a firm takes on a client book, hires advisers or paraplanners, changes ownership, adds pension or portfolio-administration work, or prepares for a compliance review. Outbound messages usually land better when they connect the pitch to continuity of client service, evidence of suitability, fewer manual rekeys, cleaner annual reviews and lower operational drag on fee earners. Sellers targeting Bristol firms should expect careful, risk-aware buying behaviour: short claims about efficiency are less persuasive than showing how a service fits existing client-review routines, permissions, document retention and handover between adviser, paraplanner and administrator.

How this list is built

Methodology

Data sources

This list is built from UK Companies House filings, XBRL accounts data, and semantic analysis of each company's public website. Revenue and headcount figures come from the most recent filed accounts; where the company has not filed, values are estimated using a model trained on filed history and peer benchmarks and are labelled as estimates.

Classification

Rather than relying solely on SIC codes, Firmbase classifies each company semantically: the company's website is crawled, an AI model reads what the company actually sells, and the company is placed into the relevant industry and subsectors. SIC codes are used as one signal but not the only one. This means a company that registered under a generic SIC code but pivoted into (for example) fintech is correctly identified as fintech, not as its original SIC category.

Freshness

The underlying company data is refreshed from Companies House continuously; filings appear in the list within days of submission. The curated list ordering is regenerated when the underlying data moves meaningfully (company count changes by more than 5%, a new company enters the top-ranked segment, or the filed-revenue numbers for the top firms change). You can see the last-updated timestamp near the top of the page.

Also in Bristol

Related directories

Frequently asked questions

How many wealth management companies are there in the Bristol?↓

Around 115 actively-trading wealth management companies are registered in the Bristol. Of those, 1 report turnover above £5M in their most recent filed accounts.

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 the Bristol?↓

The list is ordered by reported UK turnover from each firm's most recent Companies House XBRL filing, so the largest wealth management companies in the Bristol appear at the top of the table. About 1 of the 115 actively-trading firms report turnover above £5M in their most recent accounts; subsidiaries that file consolidated worldwide accounts are excluded so the figures stay UK-specific.

What do wealth management companies in the Bristol actually do?↓

How does Bristol 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 the Bristol?↓

Company sizes in this list vary widely. The median actively-trading wealth management firm employs around 2 people, and median UK turnover across the list is roughly £69k in the most recent filed accounts.

Are these mostly new or established wealth management companies?↓

9 of the 115 actively-trading wealth management companies in this list were incorporated since 2022; the remainder were incorporated before then, so the Bristol 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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