Wealth Management Companies in Edinburgh: 75 Active Firms (2026)

Updated May 2026

Wealth management companies advise individuals, families and institutions on investments, pensions and financial planning around Edinburgh.

Buying centres around Edinburgh tend to sit with private-client partners, pension-planning teams, investment committees and operations staff responsible for portfolio administration. Demand is mainly private-client at the relationship level, though the commercial buyer can also be a trustee board, charity finance team or institutional mandate owner. Engagements are usually advisory and recurring rather than project-based: onboarding, suitability work, periodic portfolio reviews and pension planning create the account rhythm. The relevant firms are mostly boutique or lower mid-market, with small specialist teams rather than branch-heavy networks.

Edinburgh has 75 actively trading wealth-management firms, making the local market compact enough for account-level mapping rather than only broad addressable-market sizing. Reported headcount totals 343, which fits a relationship-led advisory market built around small teams, partner-client continuity and outsourced or centralised administration where appropriate. The city’s role is therefore less about volume and more about concentration of specialist private-client and institutional-advisory capability, with a long tail of boutiques sitting alongside a narrow group of revenue-scale operators.

Regulated advice workflows shape the operating model more than product distribution does. Suitability assessment, disclosure, client classification, complaints handling and pension-advice governance all create fixed compliance work before a portfolio mandate becomes a recurring relationship. That tends to favour firms with repeatable onboarding and review processes, even when the client proposition remains highly personal. Market structure also matters: discretionary portfolio management, advisory-only planning and investment administration can sit in different legal entities or outsourced arrangements, so revenue comparisons should be read as a proxy for reported turnover rather than client assets.

Succession planning appears to be the main pressure point for smaller advisory practices, particularly where client relationships sit with a limited partner group. Compliance overhead tends to push firms towards repeatable review processes, clearer client segmentation and shared administration, while scarcity of scale-up assets makes acquisition a more plausible route to expansion than organic hiring alone. Edinburgh should remain a credible base for specialist advice because its client base spans private wealth, charities and institutional mandates, but the cohort looks more likely to consolidate gradually than to produce many standalone platforms.

What’s in the file

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

Company data

Company name

Website

City & address

Companies House no.

Incorporation date

SIC codes & industry tags

What they do / who they sell to

Turnover, profit, cash & net assets

Employees

Growth (YoY & 3-year)

Financial-health score & flags

Sales-readiness score

Detected technologies

Verified directors — included

Director names

Director roles

Appointment dates

Active firms

2026

Above £5M

turnover threshold

Newer firms

incorporated since 2022

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Key facts

About 1% of the trading cohort reports turnover above £5M (1 of 75 firms) — the rest sits below that revenue band.

16% of the cohort was incorporated since 2022 (12 firms), so a sizeable share is in its first few filing cycles.

Edinburgh wealth management firms typically sit closer to long-term advice and portfolio oversight than transaction-led financial services.

Client work spans investments, pensions and financial planning for individuals, families and institutional clients.

Revenue is usually linked to client relationships rather than one-off product sales, giving screening teams a relationship-led market to map.

Advisory boutiques and small partnership-style operations appear more characteristic of the Edinburgh list than national wealth platforms.

Top Edinburgh 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

CLARITY INDEPENDENT FINANCIAL ADVISERS LIMITED

Clarity IFA

Wealth Management

9 employeesInc. 2006Edinburgh, MidlothianCH SC302467

clarityifa.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount59 / 100

What does CLARITY INDEPENDENT FINANCIAL ADVISERS LIMITED do?

Provides independent financial advice and planning services to individuals and families, including investment advice, wealth management, pension planning and transfers, savings guidance, protection…

Who does CLARITY INDEPENDENT FINANCIAL ADVISERS LIMITED sell to?

Serves individuals and families seeking financial advice, wealth management, pension guidance and inheritance tax planning, with an emphasis on clients in Edinburgh and throughout the UK.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£662.1KEstimate

Founded

20 years ago

Since May 2006

Edinburgh, Midlothian

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 3% CAGR over 4y

GrowingHiring

Location

2 Craigentinny Avenue

Edinburgh, Midlothian, EH7 6PX

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Strategic Wealth Solutions Ltd

Strategic Wealth Solutions

Wealth Management

8 employeesInc. 2015EdinburghCH SC517668

strategicwealthsolutions.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Cash100 / 100

Headcount83 / 100

What does Strategic Wealth Solutions Ltd do?

Provides independent financial planning and advisory services including investment planning, pension and retirement advice, estate planning, cash flow analysis, and financial guidance for business…

Who does Strategic Wealth Solutions Ltd sell to?

Serves individuals, families and business owners, primarily around Edinburgh, seeking independent financial advice on personal wealth, retirement, investments, estate planning and corporate financial…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£393.9KEstimate

Founded

10 years ago

Since Oct 2015

Edinburgh

Financial health

Financial Health

Healthy

Healthy · Hiring · 7% CAGR over 4y

Hiring

Location

Office 10, 109 Swanston Road

Edinburgh, EH10 7DS

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EXECUTIVE WEALTH SERVICES LTD

Executive Wealth Services

Wealth Management

4 employeesInc. 2018EdinburghCH SC607307

ewsfinancialadvisers.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

What does EXECUTIVE WEALTH SERVICES LTD do?

Provides independent financial advice to individuals and businesses, covering pension planning, investment management and advice, retirement planning, estate planning, life insurance, and broader…

Who does EXECUTIVE WEALTH SERVICES LTD sell to?

Serves private clients and companies, particularly in Edinburgh, including people planning retirement, managing investments or estates, and employers needing financial advice.

Key contacts (1)

David Garvey

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£422.1K

Founded

7 years ago

Since Sep 2018

Edinburgh

Financial health

100

Financial Health

Strong

Strong · 10% CAGR over 3y

Location

Thistle House, 21-23 Thistle Street

Edinburgh, EH2 1DF

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Gmb Portfolio Services Ltd.

GMB Portfolio Services

Wealth Management

9 employeesInc. 2012EdinburghCH SC429149

gmbportfolio.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash70 / 100

Headcount100 / 100

What does Gmb Portfolio Services Ltd. do?

Provides financial advisory services to individuals and businesses, including advice on mortgages, insurance protection, pensions, savings and investment planning, and wills and trusts, helping…

Who does Gmb Portfolio Services Ltd. sell to?

Serves individuals and businesses in Edinburgh and the local area seeking financial advice on mortgages, protection, pensions, savings, investments, wills and trusts.

Key contacts (2)

Michael Blackley

Director

Brian Alexander Hemmings

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£966.2KEstimate

Founded

13 years ago

Since Jul 2012

Edinburgh

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 18% CAGR over 5y

GrowingHiring

Location

Hudson House 8, Albany Street

Edinburgh, EH1 3QB

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Tweed Wealth Management Ltd

Tweed Wealth Management

Wealth ManagementInsurance

19 employeesInc. 2017EdinburghCH SC564880

tweedwealth.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets100 / 100

Cash100 / 100

Headcount77 / 100

What does Tweed Wealth Management Ltd do?

Provides financial planning and wealth management services for individuals, families, business owners and professionals. Advises on investments, tax planning, retirement planning, and business…

Who does Tweed Wealth Management Ltd sell to?

Serves individuals and families, business owners, professionals, and sports professionals seeking financial planning support, with clients highlighted in Edinburgh, Inverness and London.

Key contacts (2)

Chris Tweed

Director

Alison Leslie Tweed

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2MEstimate

Founded

9 years ago

Since May 2017

Edinburgh

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 27% CAGR over 1y

GrowingHiring

Location

Verdant, 2 Redheughs Rigg

Edinburgh, EH12 9DQ

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CS Managers Ltd

Charlotte Square Investment Managers

Asset ManagementWealth Management

12 employeesInc. 2002EdinburghCH SC231678

csmanagers.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount54 / 100

What does CS Managers Ltd do?

Provides discretionary investment management and advisory services. Designs and manages customised investment portfolios for private individuals, trusts, charities and corporate clients, with options…

Who does CS Managers Ltd sell to?

Serves retail investors and investment professionals/advisers managing client assets, including private individuals, trusts, charities, partnerships and corporate entities.

Key contacts (3)

Hugh Alexander Rutherford

Director

Linda Neil Forsyth

Director

William Ferguson Forsyth

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2MEstimate

Founded

24 years ago

Since May 2002

Edinburgh

Financial health

Financial Health

Healthy

Healthy · 2% CAGR over 5y

Location

43 Charlotte Square

Edinburgh, EH2 4HQ

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336 Financial Management Ltd

336 Financial Management

Wealth ManagementInsurance

9 employeesInc. 2011EdinburghCH SC404120

336fm.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets36 / 100

Cash61 / 100

Headcount59 / 100

What does 336 Financial Management Ltd do?

Provides chartered financial planning and wealth management services, including personalised financial plans, investment advice, tax planning, retirement and income planning, and ongoing portfolio…

Who does 336 Financial Management Ltd sell to?

Serves private clients, including professionals, retirees, business owners and families seeking ongoing financial planning, wealth management, pension, tax and inheritance advice.

Key contacts (1)

Douglas Alexander Young

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.1MEstimate

Founded

14 years ago

Since Jul 2011

Edinburgh

Financial health

Financial Health

Stable

Stable · Hiring · 6% CAGR over 2y

Hiring

Location

Thistle House Thistle Street, 21-23 Thistle St

Edinburgh, EH2 1DF

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JKFS (UK) LIMITED

John Kerr Financial Services

Wealth Management

10 employeesInc. 2011EdinburghCH SC398399

jkfs.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount75 / 100

What does JKFS (UK) LIMITED do?

Provides independent financial advisory and wealth management services, including advice on investments, pensions, inheritance tax and trust planning. Also advises on mortgages and borrowing, and…

Who does JKFS (UK) LIMITED sell to?

Serves private individuals with wealth, pension, inheritance planning and mortgage needs, alongside employers seeking employee benefits support across pensions, healthcare and risk benefits.

Key contacts (1)

Samantha Anne Hay

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£559.1KEstimate

Founded

15 years ago

Since Apr 2011

Edinburgh

Financial health

Financial Health

Strong

Strong · Hiring · 6% CAGR over 4y

Hiring

Location

65 Nile Grove

Edinburgh, EH10 4SN

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OPTIMA EMPLOYEE BENEFIT CONSULTANTS LTD

Optima Financial Services

Wealth Management

4 employeesInc. 1998EdinburghCH SC183393

optima-fs.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount83 / 100

What does OPTIMA EMPLOYEE BENEFIT CONSULTANTS LTD do?

Provides independent financial planning and employee benefits advice to individuals, trusts, companies and charities, including retirement and pension planning, investment and estate planning,…

Who does OPTIMA EMPLOYEE BENEFIT CONSULTANTS LTD sell to?

Serves individuals, trusts and corporate clients, including companies, partnerships and charities. Also targets directors, partners and employers seeking employee benefit and pension advice.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£134.8KEstimate

Founded

28 years ago

Since Feb 1998

Edinburgh

Financial health

Financial Health

Strong

Strong · Hiring · 7% CAGR over 4y

Hiring

Location

28 Rutland Square

Edinburgh, EH1 2BW

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Calton

Wealth ManagementAsset Management

14 employeesInc. 2020EdinburghCH SC672495

caltonwm.com

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Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount100 / 100

What does Calton do?

Provides financial planning and investment management services for individuals, families and businesses, including portfolio management, retirement and wealth planning, and financial advice delivered…

Who does Calton sell to?

Serves private clients, families and business owners seeking financial planning and investment management support for wealth, future protection and financial decision-making.

Key contacts (1)

Gary Scott Dale

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£139.4KEstimate

Founded

5 years ago

Since Aug 2020

Edinburgh

Financial health

100

Financial Health

Strong

Strong · Hiring · 91% CAGR over 3y

Hiring

Location

8 Rutland Square

Edinburgh, EH1 2AS

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Gilson Gray Financial Management

Wealth Management

34 employeesInc. 2021EdinburghCH SC717112

gilsongrayfinancial.co.uk

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What does Gilson Gray Financial Management do?

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

Who does Gilson Gray Financial Management sell to?

Serves private individuals, families and corporate clients across the UK, including those with investment, retirement, protection, mortgage, specialist banking and intergenerational wealth planning…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£205.9KEstimate

Founded

4 years ago

Since Dec 2021

Edinburgh

Financial health

—

Financial Health

N/A

Location

29 Rutland Square

Edinburgh, EH1 2BW

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Rutherford Asset Management Limited

Rutherford Asset Management

Wealth ManagementAsset Management

3 employeesInc. 2010EdinburghCH SC388537

rutherfordassetmanagement.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Headcount40 / 100

What does Rutherford Asset Management Limited do?

Provides independent financial advice to individuals, families and businesses, covering pension and retirement planning, investment management, tax planning, family and business protection, employee…

Who does Rutherford Asset Management Limited sell to?

Serves UK-based individuals, families and businesses, including private clients planning retirement or wealth transfer and corporate clients such as employers and directors.

Key contacts (1)

Angus Rutherford

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£80.1KEstimate

Founded

15 years ago

Since Nov 2010

Edinburgh

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 3y

Location

5 Western Corner, Murrayfield

Edinburgh, EH12 5PY

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Jm Independent Financial Advisers Ltd

JM IFA

Wealth ManagementInsurance

9 employeesInc. 2014EdinburghCH SC473934

jmifa.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets64 / 100

Cash100 / 100

Headcount59 / 100

What does Jm Independent Financial Advisers Ltd do?

Provides independent financial advice and planning for private clients, including pension planning, investment strategy, and inheritance tax planning. Offers personalised consultations and ongoing…

Who does Jm Independent Financial Advisers Ltd sell to?

Serves private clients across Scotland and the UK, particularly individuals seeking financial planning support around pensions, investments and inheritance tax.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£5.7MEstimate

Founded

12 years ago

Since Mar 2014

Edinburgh

Financial health

Financial Health

Healthy

Healthy · Hiring · 3% CAGR over 4y

Hiring

Location

4 Chester Street

Edinburgh, EH3 7RA

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West Park Investment Partnership

Wealth ManagementAsset Management

6 employeesInc. 2002EdinburghCH SO300164

wpip.co.uk

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What does West Park Investment Partnership do?

Provides independent financial planning and investment advice, including asset management, retirement planning, tax planning, and financial protection. Serves individuals, families, trustees, and…

Who does West Park Investment Partnership sell to?

Serves individuals, families, trustees and business owners in the UK seeking independent personal financial advice and long-term wealth planning support.

Key contacts (4)

Janine Christine Redford

Llp Member

John Brian McAllister

Llp Designated Member

Patricia Jill Johnston

Llp Member

Murray Nunn Yeoman

Llp Designated Member

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Company vitals

UK Headcount

UK Revenue

£18.9KEstimate

Founded

23 years ago

Since Dec 2002

Edinburgh

Financial health

—

Financial Health

N/A

Location

Waterside Studios, 64 Coltbridge Avenue

Edinburgh, EH12 6AH

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Seven Street Wealth Ltd formerly t/a Chiene + Tait Financial Planning Ltd

Seven Street Wealth

Wealth Management

16 employeesInc. 2000EdinburghCH SC203271

7sw.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount73 / 100

What does Seven Street Wealth Ltd formerly t/a Chiene + Tait Financial Planning Ltd do?

Provides wealth management and financial planning services for individuals, families, companies and charities, including investment advice, portfolio management and financial planning to help clients…

Who does Seven Street Wealth Ltd formerly t/a Chiene + Tait Financial Planning Ltd sell to?

Serves UK-based consumers, including individuals and families, alongside corporate clients and charities that require regulated financial advice and wealth management support.

Key contacts (3)

Emily Dobson

Director

Mark Richard Dobson

Director

Gordon John Birrell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£392.6KEstimate

Founded

26 years ago

Since Jan 2000

Edinburgh

Financial health

Financial Health

Strong

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

GrowingHiring

Location

16 Alva Street

Edinburgh, EH2 4QG

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Mearns & Company Limited

Mearns

Wealth Management

26 employeesInc. 2005EdinburghCH SC288945

mearnscompany.com

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Financial sub-scores

Computed from 3 filings

Net assets76 / 100

Cash79 / 100

Headcount46 / 100

What does Mearns & Company Limited do?

Provides financial planning and wealth management advice to individuals and employee benefits consultancy to employers. Services include retirement and investment planning, workplace benefits design,…

Who does Mearns & Company Limited sell to?

Serves UK-based individuals seeking financial planning and employers needing employee benefits advice, consultancy and ongoing support, including HR, finance and business decision-makers.

Key contacts (3)

Graeme McInally

Director

Graeme Alexander Brown

Director

Malcolm Lamont Steel

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.4MEstimate

Founded

20 years ago

Since Aug 2005

Edinburgh

Financial health

Financial Health

Healthy

Healthy · Growing · 2% CAGR over 2y

Growing

Location

112 Commercial Street

Edinburgh, EH6 6NF

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Melville Independent plc

Melville Independent

Wealth Management

0 employeesInc. 2011EdinburghCH SC398240

mi-plc.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets13 / 100

Cash31 / 100

Headcount0 / 100

What does Melville Independent plc do?

Provides independent financial advice to individuals and businesses. Offers financial planning, investment and pension planning, retirement advice, mortgage guidance, workplace pension arrangements,…

Who does Melville Independent plc sell to?

Serves individual consumers, landlords and retirees, as well as businesses and employers seeking financial advice for owners, staff benefits, workplace pensions, protection and group risk needs.

Key contacts (2)

Matthew Yuill Irvine

Director

Kristofor Graham Banks

Director

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Company vitals

UK Headcount

UK Revenue

£2.2MEstimate

Founded

15 years ago

Since Apr 2011

Edinburgh

Financial health

Financial Health

Distressed

Distressed · -68% CAGR over 4y

Financial distress

Location

10 Melville Street

Edinburgh, EH3 7NS

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Delfino Ltd

Delfino

Wealth ManagementAsset Management

6 employeesInc. 2023EdinburghCH SC773069

raymondjames.ca/thedelfinogroup

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Financial sub-scores

Computed from 2 filings

Net assets0 / 100

Cash100 / 100

Headcount40 / 100

What does Delfino Ltd do?

Provides financial advisory and wealth management services, including investment portfolio management, retirement planning, and financial planning. Offers personalised strategies and behavioural…

Who does Delfino Ltd sell to?

Serves individual investors, couples and families, especially professionals approaching or in retirement without employer pensions, seeking support with retirement income, education funding and…

Key contacts (1)

Riccardo Pia

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£168.1KEstimate

Founded

3 years ago

Since Jun 2023

Edinburgh

Financial health

Financial Health

Weak

Weak · 0% CAGR over 1y

Financial distressTechnical insolvency

Location

38 North Junction Street

Edinburgh, EH6 6HP

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6 SIGMA VENTURES LIMITED

Six Sigma Ventures

Wealth Management

2 employeesInc. 2021EdinburghCH SC714490

sixsigmaventures.com

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

What does 6 SIGMA VENTURES LIMITED do?

Provides wealth management, family office, and private equity services. Advises business owners and entrepreneurs on shareholder liquidity, development financing, and management buyouts, and manages…

Who does 6 SIGMA VENTURES LIMITED sell to?

Serves high-net-worth families and family offices, plus business owners, entrepreneurs, charities and endowments seeking private wealth, investment and co-investment support.

Key contacts (1)

Sai Sampath Mittapalli

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£297.5KEstimate

Founded

4 years ago

Since Nov 2021

Edinburgh

Financial health

100

Financial Health

Strong

Location

5 South Charlotte Street

Edinburgh, EH2 4AN

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Cambridge Investment UK PVT. Limited

Cambridge Investments

Wealth ManagementAsset Management

7 employeesInc. 2013EdinburghCH SC441376

cambridgeinvestments.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash26 / 100

Headcount90 / 100

What does Cambridge Investment UK PVT. Limited do?

Provides discretionary portfolio management services for investors through financial advisers. Manages client assets in diversified, risk‑rated portfolios, combining funds to support objectives such…

Who does Cambridge Investment UK PVT. Limited sell to?

Serves UK retail investors seeking discretionary portfolio management for growth, income or ethical objectives, accessed only through financial advisers; also supports financial advisers managing…

Key contacts (1)

Indervir Singh Grewal

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£286.2KEstimate

Founded

13 years ago

Since Jan 2013

Edinburgh

Financial health

Financial Health

Healthy

Healthy · Hiring · 9% CAGR over 4y

Hiring

Location

8 Cambridge Avenue

Edinburgh, EH6 5AP

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Ramsay Asset Management Limited

Ramsay Asset Management

Asset ManagementWealth Management

7 employeesInc. 2006EdinburghCH SC297165

ramsayassetmanagement.com

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Financial sub-scores

Computed from 3 filings

Net assets81 / 100

Cash100 / 100

Headcount65 / 100

What does Ramsay Asset Management Limited do?

Provides independent financial advice and investment management services, offering clients access to an online investment platform and portfolio management and financial planning support for…

Who does Ramsay Asset Management Limited sell to?

Serves clients seeking independent financial advice and access to an investment platform.

Key contacts (1)

Malcolm Craig Coghill Ramsay

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.9MEstimate

Founded

20 years ago

Since Feb 2006

Edinburgh

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 8% CAGR over 2y

GrowingHiring

Location

81 East London Street

Edinburgh, EH7 4BQ

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Reddington Wealth Management Limited

Reddington FP

Wealth Management

11 employeesInc. 2015EdinburghCH SC511663

reddingtonfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets26 / 100

Cash0 / 100

Headcount100 / 100

What does Reddington Wealth Management Limited do?

Provides financial planning and wealth management advice to business owners, individuals and families, including investment, retirement and long‑term financial planning, acting as an appointed…

Who does Reddington Wealth Management Limited sell to?

Serves business owners, individuals and families seeking financial planning and wealth management advice for personal, family and business-related financial decisions.

Key contacts (1)

Philip Matthew Hendry

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£540.5KEstimate

Founded

10 years ago

Since Jul 2015

Edinburgh

Financial health

Financial Health

Weak

Weak · Hiring · 22% CAGR over 4y

Hiring

Location

1 Rutland Square

Edinburgh, EH1 2AS

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Pantheon

Asset ManagementPrivate EquityWealth Management

2 employeesInc. 2007EdinburghCH SC326146

pantheon.com

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What does Pantheon do?

Manages private markets investment funds and strategies focused on private equity, infrastructure, real assets, and private credit. Provides portfolio management and investment solutions for…

Who does Pantheon sell to?

Serves institutional investors, wealth managers, financial advisers and qualified private investors seeking access to private markets across private equity, real assets, infrastructure and private…

Key contacts (1)

Dean Maines

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£30.6KEstimate

Founded

19 years ago

Since Jun 2007

Edinburgh

Location

50 Lothian Road, Festival Square

Edinburgh, EH3 9WJ

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Pantheon

Asset ManagementPrivate EquityWealth Management

3 employeesInc. 2014EdinburghCH SO305114

pantheon.com

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What does Pantheon do?

Manages private markets investment funds and strategies focusing on private equity, infrastructure, real assets and private credit. Provides fund management and investment solutions for institutional…

Who does Pantheon sell to?

Serves institutional investors, wealth managers and private wealth investors allocating capital to private markets, including private equity, real assets, infrastructure and private credit.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£22.8KEstimate

Founded

11 years ago

Since Dec 2014

Edinburgh

Location

50 Lothian Road, Festival Square

Edinburgh, EH3 9WJ

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IAN BLACK FINANCIAL SERVICES LTD

IAN Black Financial Services

Wealth Management

1 employeesInc. 2018EdinburghCH SC587296

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount40 / 100

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£30.9KEstimate

Founded

8 years ago

Since Jan 2018

Edinburgh

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 5y

Location

39 Hillpark Grove

Edinburgh, EH4 7AP

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Seed Financial Planning Limited

Seed Financial Planning

Wealth Management

4 employeesInc. 2019EdinburghCH SC638934

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount83 / 100

Key contacts (2)

Iain Ronald McNicol

Director

Daryl Reid Dunnigan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£147.5KEstimate

Founded

6 years ago

Since Aug 2019

Edinburgh

Financial health

Financial Health

Strong

Strong · Hiring · 7% CAGR over 4y

Hiring

Location

15 Montagu Terrace

Edinburgh, EH3 5QR

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Murray John & Associates Ltd

Murray John & Associates

Wealth ManagementInsurance

4 employeesInc. 2022EdinburghCH SC720337

murrayjohn.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets38 / 100

Cash17 / 100

Headcount20 / 100

What does Murray John & Associates Ltd do?

Provides financial planning and advisory services to individuals and businesses, including investment advice, pension and retirement planning, mortgage and loan advice, insurance and protection…

Who does Murray John & Associates Ltd sell to?

Serves UK consumers and corporate clients, including individuals planning investments, pensions, mortgages, protection and inheritance tax, and businesses needing corporate financial planning.

Key contacts (1)

Ian Richard Murray John

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£95.8KEstimate

Founded

4 years ago

Since Jan 2022

Edinburgh

Financial health

Financial Health

Weak

Weak · -11% CAGR over 2y

Location

7 Cumberland Street

Edinburgh, EH3 6RT

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PRYDIS WEALTH (SCOTLAND) LIMITED

Prydis

Wealth ManagementAccounting & Audit

2 employeesInc. 2020EdinburghCH SC668715

prydis.com

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash10 / 100

Headcount0 / 100

What does PRYDIS WEALTH (SCOTLAND) LIMITED do?

Provides accountancy, tax advisory and audit services alongside wealth management and financial planning. Services include investment and pension advice, mortgage and protection advice, payroll,…

Who does PRYDIS WEALTH (SCOTLAND) LIMITED sell to?

Serves business owners and companies seeking integrated accountancy, tax, audit, advisory and commercial finance support, alongside private clients needing wealth management, retirement, investment,…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£61.2KEstimate

Founded

5 years ago

Since Jul 2020

Edinburgh

Financial health

Financial Health

Stable

Stable · -21% CAGR over 3y

Location

14-18 Hill Street

Edinburgh, EH2 3JZ

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Gpms (general Partner ESP 2004)

Wealth ManagementInsurance

2 employeesInc. 2002EdinburghCH SC227033

standardlife.co.uk

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What does Gpms (general Partner ESP 2004) do?

Provides pension products, workplace pension schemes, retirement income options and investment funds. Offers tools, guidance and financial advice to help individuals plan, save and manage long‑term…

Who does Gpms (general Partner ESP 2004) sell to?

Serves consumers saving for retirement and long-term goals, plus employers and financial advisers involved in workplace pensions and retirement planning. Targets existing and new pension, investment…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£23KEstimate

Founded

24 years ago

Since Jan 2002

Edinburgh

Location

New Clarendon House, 114-116 George Street

Edinburgh, EH2 4LH

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Standard Life

Wealth ManagementInsurance

2 employeesInc. 2018EdinburghCH SC609746

standardlife.co.uk

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What does Standard Life do?

Provides pensions, retirement income products, and long‑term investment services. Offers personal and workplace pension plans, annuities, investment funds and bonds, retirement planning tools, and…

Who does Standard Life sell to?

Serves individual savers and retirees, employers providing workplace pensions, self-employed people, and financial advisers supporting clients with pension, retirement and long-term investment…

Key contacts (2)

John Hugh Alexander Munro

Director

Mark Alexander Roxburgh Blyth

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£25.4KEstimate

Founded

7 years ago

Since Oct 2018

Edinburgh

Location

1 George Street

Edinburgh, EH2 2LL

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Standard Life

Wealth ManagementInsurance

5 employeesInc. 1981EdinburghCH SC076046

standardlife.co.uk

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What does Standard Life do?

Provides pension and retirement savings products, including personal and workplace pensions, pension transfers, and retirement income options such as annuities and income drawdown. Also offers…

Who does Standard Life sell to?

Serves individual savers and retirees, workplace pension scheme members, employers offering pensions, and financial advisers supporting clients in the retirement and long-term savings market.

Key contacts (1)

Alistair William Hardie

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£72.8KEstimate

Founded

44 years ago

Since Sep 1981

Edinburgh

Location

Standard Life House, 30 Lothian Road

Edinburgh, EH1 2DH

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Macdonald Mortgages Ltd

Macdonald Mortgages

Wealth Management

2 employeesInc. 2020EdinburghCH SC651692

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Financial sub-scores

Computed from 5 filings

Net assets25 / 100

Headcount100 / 100

Key contacts (1)

Katherine Ann MacDonald

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£15.6KEstimate

Founded

6 years ago

Since Jan 2020

Edinburgh

Financial health

Financial Health

Stable

Stable · Hiring · 20% CAGR over 4y

Hiring

Location

20 West Fairbrae Crescent

Edinburgh, EH11 3SX

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Kk Adviser Ltd

Adviser

Wealth Management

Inc. 2023EdinburghCH SC761416

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Financial sub-scores

Computed from 2 filings

Net assets100 / 100

Key contacts (1)

Kerry Kelly

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£10.3KEstimate

Founded

3 years ago

Since Mar 2023

Edinburgh

Financial health

100

Financial Health

Strong

Location

221/223 Balgreen Road

Edinburgh, EH11 2RZ

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Sarah Baird Mortgage & Protection Advice Ltd

Sarah Baird Mortgage & Protection Advice

Wealth Management

3 employeesInc. 2018EdinburghCH SC607364

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

Key contacts (1)

Sarah Baird

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£93.1KEstimate

Founded

7 years ago

Since Sep 2018

Edinburgh

Financial health

100

Financial Health

Strong

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

GrowingHiring

Location

30 Lauson Place

Edinburgh, EH29 9FY

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BLUESKY INDEPENDENT WEALTH MANAGERS LTD

Bluesky Independent Wealth Managers

Wealth Management

4 employeesInc. 2016EdinburghCH SC535531

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Financial sub-scores

Computed from 5 filings

Net assets30 / 100

Headcount83 / 100

Key contacts (1)

Kevin Lawrence Gribben

Director

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Company vitals

UK Headcount

UK Revenue

£177.7KEstimate

Founded

10 years ago

Since May 2016

Edinburgh

Financial health

Financial Health

Stable

Stable · Hiring · 7% CAGR over 4y

Hiring

Location

Forth House, 28 Rutland Square

Edinburgh, EH1 2BW

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John Marr Mortgage & Protection Ltd

John Marr Mortgage & Protection

Wealth Management

1 employeesInc. 2018Edinburgh, MidlothianCH SC608851

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount40 / 100

Key contacts (1)

John William Macintosh Marr

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£52.4KEstimate

Founded

7 years ago

Since Sep 2018

Edinburgh, Midlothian

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

15 Lingerwood Lane

Edinburgh, Midlothian, EH16 4WW

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P W & PARTNERS LTD

P W & Partners

Wealth Management

11 employeesInc. 2019EdinburghCH SC644543

pwandpartners.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets66 / 100

Cash23 / 100

Headcount40 / 100

What does P W & PARTNERS LTD do?

Provides financial advice and planning services, including money management, investment portfolio reviews, mortgage advice, and long‑term financial planning to help individuals manage finances and…

Who does P W & PARTNERS LTD sell to?

Serves individual clients and families, including first-time mortgage buyers, homeowners, investors and retirees seeking personal financial planning and money management support.

Key contacts (2)

Shonagh Margaret Livingstone

Director

Martha Margaret Martindale

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1MEstimate

Founded

6 years ago

Since Oct 2019

Edinburgh

Financial health

Financial Health

Stable

Stable · 0% CAGR over 1y

Location

9a Walker Street

Edinburgh, EH3 7JY

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Capital Financial Partners Limited

Capital Financial Partners

Wealth Management

1 employeesInc. 2010Edinburgh, MidlothianCH SC379882

rethink-wealth.com

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Financial sub-scores

Computed from 5 filings

Net assets94 / 100

Cash100 / 100

Headcount40 / 100

Key contacts (1)

Craig Mennim

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£21.7KEstimate

Founded

16 years ago

Since Jun 2010

Edinburgh, Midlothian

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

19 Craigs Avenue

Edinburgh, Midlothian, EH12 8HS

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PRUDENT PLANNING (SCOTLAND) LIMITED

Prudent Planning (scotland)

Wealth Management

2 employeesInc. 2014EdinburghCH SC481922

themortgagespecialist.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets20 / 100

Cash71 / 100

Headcount40 / 100

Key contacts (1)

Kevin Alexander Robertson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£31.1KEstimate

Founded

12 years ago

Since Jul 2014

Edinburgh

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

107 Comiston Road

Edinburgh, EH10 6AG

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H.G. MORTGAGES LIMITED

H.G. Mortgages

Wealth Management

1 employeesInc. 2004EdinburghCH SC266156

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash9 / 100

Headcount40 / 100

Key contacts (1)

Hamid Ghamgosar

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£12.3KEstimate

Founded

22 years ago

Since Apr 2004

Edinburgh

Financial health

Financial Health

Distressed

Distressed · 0% CAGR over 4y

Financial distress

Location

13a/4 Milton Road East

Edinburgh, EH15 2ND

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Brian Hazlett LMAPC Ltd

HML Mortgage Solutions

Wealth Management

1 employeesInc. 2022EdinburghCH SC751186

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Financial sub-scores

Computed from 2 filings

Net assets0 / 100

Cash14 / 100

Headcount40 / 100

Key contacts (1)

Brian Morris Hazlett

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£14.9KEstimate

Founded

3 years ago

Since Nov 2022

Edinburgh

Financial health

Financial Health

Distressed

Distressed · 0% CAGR over 1y

Financial distress

Location

Bonnington Bond, 2 Anderson Place

Edinburgh, EH6 5NP

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ARGYLE COMMERCIAL FINANCE LIMITED

Argyle Commercial Finance

Wealth Management

Inc. 2024EdinburghCH SC803574

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Company vitals

UK Headcount

UK Revenue

£14KEstimate

Founded

2 years ago

Since Mar 2024

Edinburgh

Financial health

—

Financial Health

N/A

Location

41 Argyle Place

Edinburgh, EH9 1JT

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Standard Life

Wealth ManagementInsurance

2 employeesInc. 2015EdinburghCH SC522698

standardlife.co.uk

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What does Standard Life do?

Provides pension products, retirement planning services, and investment solutions for individuals and employers. Offers personal and workplace pensions, pension transfers, investment funds and bonds,…

Who does Standard Life sell to?

Serves UK consumers planning pensions, retirement and long-term savings, as well as employers managing workplace pension schemes and financial advisers supporting clients.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£87KEstimate

Founded

10 years ago

Since Dec 2015

Edinburgh

Location

New Clarendon House, 114-116 George Street

Edinburgh, EH2 4LH

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Gpms (general Partner SOF III)

Wealth ManagementInsurance

2 employeesInc. 2016EdinburghCH SC525381

standardlife.co.uk

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What does Gpms (general Partner SOF III) do?

Provides pension products, workplace pension schemes, retirement income options, and investment products including funds and bonds. Offers financial advice, pension transfers, and online tools for…

Who does Gpms (general Partner SOF III) sell to?

Serves consumers planning retirement and long-term savings, employers offering workplace pensions, and financial advisers supporting clients with retirement and investment needs.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£87KEstimate

Founded

10 years ago

Since Jan 2016

Edinburgh

Location

New Clarendon House, 114-116 George Street

Edinburgh, EH2 4LH

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Gpms (general Partner ESF I)

Wealth ManagementInsurance

2 employeesInc. 2010EdinburghCH SC386260

standardlife.co.uk

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What does Gpms (general Partner ESF I) do?

Provides pension and retirement products including personal and workplace pensions, annuities and income drawdown. Offers investment funds and bonds, retirement planning tools, and financial advice…

Who does Gpms (general Partner ESF I) sell to?

Serves individual consumers planning for retirement and long-term investing, including workplace pension members, self-employed savers, and people approaching retirement. Also targets employers and…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£86.9KEstimate

Founded

15 years ago

Since Sep 2010

Edinburgh

Location

New Clarendon House, 114-116 George Street

Edinburgh, EH2 4LH

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Standard Life

Wealth ManagementInsurance

3 employeesInc. 1997EdinburghCH SC180203

standardlife.co.uk

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What does Standard Life do?

Provides pension and retirement savings products, investment funds, and workplace pension schemes, along with financial advice and online tools for managing long‑term savings, pension transfers, and…

Who does Standard Life sell to?

Serves UK consumers managing pensions, retirement and long-term savings, as well as employers with workplace pension schemes and financial advisers supporting clients.

Key contacts (4)

Richard Graham Denning

Director

Louise Hannah Williams

Director

Rushad Abadan

Director

Carolyn Cathleen Raffaeli

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£57.6KEstimate

Founded

28 years ago

Since Nov 1997

Edinburgh

Location

1 George Street

Edinburgh, EH2 2LL

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Standard Life

Wealth ManagementInsurance

2 employeesInc. 2007EdinburghCH SC335259

standardlife.co.uk

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What does Standard Life do?

Provides pension products, workplace pension schemes, retirement income options, and investment funds. Offers financial advice, pension transfers, annuities, and tools for individuals and employers…

Who does Standard Life sell to?

Sells to individual consumers planning for retirement and long-term savings, as well as employers seeking workplace pension schemes and financial advisers supporting clients with pensions,…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£86.1KEstimate

Founded

18 years ago

Since Dec 2007

Edinburgh

Location

New Clarendon House, 114-116 George Street

Edinburgh, EH2 4LH

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Standard Life

Wealth ManagementInsurance

2 employeesInc. 2018EdinburghCH SC593510

standardlife.co.uk

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What does Standard Life do?

Provides pension schemes, retirement planning products and investment funds for individuals and employers. Offers personal and workplace pensions, annuities, investment bonds and financial advice,…

Who does Standard Life sell to?

Serves individuals planning pensions, retirement income and long-term investments, alongside employers managing workplace pension schemes and financial advisers supporting client retirement needs.

Key contacts (1)

Colin Andrew Williams

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£86.1KEstimate

Founded

8 years ago

Since Apr 2018

Edinburgh

Location

Standard Life House, 30 Lothian Road

Edinburgh, EH1 2DH

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REDSKY FINANCIAL PLANNING LTD

Redsky Financial Planning

Wealth Management

3 employeesInc. 2013Edinburgh, MidlothianCH SC455103

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Financial sub-scores

Computed from 3 filings

Net assets37 / 100

Headcount100 / 100

Key contacts (2)

Katrina McNicol

Director

Iain Ronald McNicol

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£107.8KEstimate

Founded

13 years ago

Since Jul 2013

Edinburgh, Midlothian

Financial health

Financial Health

Healthy

Healthy · Hiring · 22% CAGR over 2y

Hiring

Location

15 Montagu Terrace

Edinburgh, Midlothian, EH3 5QR

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PROTECT WHAT MATTERS LTD

Protect What Matters

Wealth Management

1 employeesInc. 2018EdinburghCH SC603816

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Financial sub-scores

Computed from 5 filings

Headcount40 / 100

Key contacts (1)

Marcus Andrew Speirs

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£27.6KEstimate

Founded

7 years ago

Since Jul 2018

Edinburgh

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

242 Baberton Mains Drive

Edinburgh, EH14 3EA

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125 more companies and their verified directors are in the file

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How Edinburgh Wealth Management companies work and how to sell to them

What they do

Edinburgh wealth-management firms usually monetise trust, advice and administration rather than a single packaged product. Revenue tends to come from recurring advisory or portfolio-management fees, often linked to the value and complexity of client assets, with separate planning, onboarding or implementation work around pensions, tax-sensitive structuring and mandate setup. The service shape is part professional advice, part regulated workflow and part investment administration. Smaller practices often rely on partner-led relationships and repeat review cycles, while more mature operators add formal investment committees, model portfolios, reporting packs and centralised operations to make recurring client work less dependent on individual advisers.

Who they sell to

Private clients, families, trusts, charities and institutional mandate owners form the main buyer pool. On the commercial side, decisions often sit with trustee boards, charity finance teams, investment committees, pension-planning teams and private-client partners advising the end client. Fees usually scale with portfolio value, planning complexity and reporting burden rather than a fixed seat count. Most sales are relationship-led through referrals, professional networks and direct adviser-client contact; charities and institutional mandates are more likely to involve documented selection, consultant input or an RFP-style process. Sales cycles tend to lengthen where suitability evidence, governance minutes and mandate comparisons are required.

What they buy

Spend typically follows the regulated client journey: prospecting, fact-find, suitability, portfolio construction, reporting and periodic review. Most wealth-management firms tend to buy CRM, client onboarding, document management, e-signature, workflow, risk profiling, portfolio reporting, investment accounting and compliance monitoring tools. They also spend on cyber-security, data protection, backup, finance systems, payroll, adviser recruitment, paraplanning support, marketing, legal advice and accountancy. Outsourced administration, custody, research and investment operations can also matter where a small team wants to keep its client proposition personal without building every back-office function in-house. Vendors that reduce manual re-keying across advice, portfolio and reporting workflows usually have a clearer route in.

Why and how to sell to them

Buying intent often appears when client books move, partners approach retirement, or a firm takes on a new mandate type. Other triggers include adviser hiring, outsourcing reviews, acquisitions, client-reporting complaints, a backlog of annual reviews, or a move from informal partner processes to documented operating procedures. Wealth-management buyers tend to respond better to evidence around audit trails, reduced administration, cleaner review scheduling and lower operational risk than to broad productivity claims. Outbound should usually segment by operating model: boutique advisory practices need low-disruption adoption and partner confidence, while larger local operators are more likely to evaluate workflow control, integration, permissioning and management reporting.

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 Edinburgh

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Wealth Management Companies in Glasgow Financial Advisory Companies in Edinburgh Wealth Management Companies in London Wealth Management Companies in Bournemouth Wealth Management Companies in Birmingham Wealth Management Companies in Leicester Wealth Management Companies in Liverpool Wealth Management Companies in Bristol

Frequently asked questions

How many wealth management companies are there in Edinburgh?

Around 74 actively-trading wealth management companies are registered in Edinburgh. Of those, 1 report turnover above £5M in their most recent filed accounts. This Edinburgh list covers companies across the wider Edinburgh travel-to-work area, including surrounding towns — not just the Edinburgh local-authority boundary.

What counts as a wealth management company in this list?

A company is included when its public website and filed activity descriptions indicate it sells wealth management products or services as its primary business — not just because of the SIC code it picked at incorporation. Each company is tagged via semantic analysis of its website content; SIC codes are used as supporting signal, not the sole gate.

Which are the largest wealth management companies in Edinburgh?

The list is ranked by a sales-readiness score — built from trading signals, financial health and growth rather than raw turnover — so the most actionable wealth management companies in Edinburgh appear at the top of the table. Larger firms often still rank highly, because that score rewards genuine trading scale, but the order reflects sales-readiness, not turnover alone. About 1 of the 74 actively-trading firms report turnover above £5M in their most recent accounts; subsidiaries that file consolidated worldwide accounts are excluded so the figures stay comparable across UK filers.

What do wealth management companies in Edinburgh actually do?

How does Edinburgh 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 Edinburgh?

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 £64k in the most recent filed accounts.

Are these mostly new or established wealth management companies?

12 of the 74 actively-trading wealth management companies in this list were incorporated since 2022; the remainder were incorporated before then, so the Edinburgh 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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