Wealth Management Companies in Leeds: 184 Active Firms (2026)

Updated May 2026

Wealth management companies in Leeds provide financial planning, investment advice and portfolio administration for clients across the city region.

Buying usually sits with owners, finance directors and family-office-style decision makers rather than procurement teams. The sell-side model is professional services first: adviser relationships, suitability work, investment committee process, portfolio administration and recurring fee collection. Client demand tends to come from private individuals with investable assets, families managing retirement and inheritance questions, and owner-managed businesses whose personal and company finances overlap. Engagements are relationship-led and relatively high-trust, with onboarding, risk profiling and review cycles carrying as much commercial weight as investment performance. Local referrals from accountants, solicitors and existing clients remain central to acquisition.

Leeds has 184 actively trading wealth management companies in this cohort, making it a compact local market by professional-services standards rather than a high-volume formation category. Reported headcount totals 589 employees, pointing to a long tail of adviser practices and administration-led operators alongside a smaller set of larger local platforms. Only 2 in the cohort report turnover above £5M, while 20 have been incorporated since 2022, so the city-region picture skews towards mature-client-book management rather than start-up churn. West Yorkshire and wider Yorkshire client networks still shape referral flow, professional introducers and acquisition targets.

Authorisation and conduct controls are part of the operating model, not a back-office add-on. Adviser permissions, suitability assessments, client-risk profiling, fee disclosure, complaint handling and evidence of ongoing service all affect how these firms sell and retain clients. Leeds operators serving private clients and owner-managed businesses also sit close to professional-introducer networks, where conflicts, referral fees and documentation can matter as much as investment selection. Market structure therefore favours firms that can combine personal relationships with repeatable compliance routines, particularly where retirement advice, discretionary portfolio oversight or outsourced investment administration sit inside the same client relationship.

Demand appears steady rather than frothy in Leeds. It tends to be anchored in retirement planning, intergenerational wealth transfer and owner-manager liquidity events, all of which support recurring advice relationships without necessarily creating many new scaled operators. Consolidation has been a persistent route for adviser succession, especially where smaller practices face rising compliance workload and technology costs. The scarcer asset is likely to be experienced advisers with portable client trust, not generic administration capacity. Firms with disciplined client segmentation and clearer evidence of ongoing service should find it easier to defend fees, while sub-scale practices may become acquisition targets.

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

184

Active firms

2026

Over £5M

Reported revenue

Newer firms

Incorporated since 2022

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Key facts

About 1% of the trading cohort reports turnover above £5M (2 of 184 firms) — the rest sits below that revenue band.

10% of the cohort was incorporated since 2022 (20 firms), so a sizeable share is in its first few filing cycles.

Financial planning, investment advice and portfolio administration are the main service lines for Leeds wealth-management firms.

Local demand is tied to household wealth, pensions and owner-managed businesses across the city region.

Professional-services referrals appear to be a common route into client work for advice practices.

The mix includes small advisory practices alongside portfolio-administration operators, so comparisons need to separate advice-led and administration-led models.

Top Leeds 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

Redmayne Bentley

Wealth ManagementAsset Management

2 employeesInc. 2009LeedsCH OC344508

redmayne.co.uk

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What does Redmayne Bentley do?

Provides investment management, stockbroking and financial planning services to private investors. Offers managed portfolios, retirement and pension investing, AIM/IHT portfolios, ISA investing, and…

Who does Redmayne Bentley sell to?

Serves UK private investors, retirees, families investing for children or pensions, and financial intermediaries seeking investment management, financial planning and stockbroking support.

Key contacts (2)

Simeon Laing

Llp Designated Member

Eric Spreng

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£18.5KEstimate

Founded

17 years ago

Since Mar 2009

Leeds

Location

3 Wellington Place

Leeds, LS1 4AP

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Lazenbys Financial Services Limited

Lazenbys Financial Services

Wealth ManagementInsuranceAsset Management

5 employeesInc. 2012LeedsCH 08241393

lazenbysfs.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets39 / 100

Cash100 / 100

Headcount75 / 100

What does Lazenbys Financial Services Limited do?

Provides independent financial advice and planning services, including pension consolidation and retirement planning, investment and asset management, estate and inheritance tax planning, and…

Who does Lazenbys Financial Services Limited sell to?

Serves individuals, families and business owners in Leeds/Yorkshire seeking independent financial advice, especially people planning retirement, managing pensions or investments, and arranging…

Key contacts (2)

Delia Marie Lazenby

Director

Alan Lazenby

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£96.4KEstimate

Founded

13 years ago

Since Oct 2012

Leeds

Financial health

Financial Health

Healthy

Healthy · Hiring · 6% CAGR over 4y

Hiring

Location

First Floor, Stable Mews Beechwood Estate, Roundhay

Leeds, LS8 2LQ

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WEST PARK INVESTMENT PARTNERSHIP LIMITED

West Park Investment

Wealth ManagementAsset Management

16 employeesInc. 2014Leeds, West YorkshireCH 09054254

wpip.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets7 / 100

Cash56 / 100

Headcount40 / 100

What does WEST PARK INVESTMENT PARTNERSHIP LIMITED do?

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

Who does WEST PARK INVESTMENT PARTNERSHIP LIMITED sell to?

Serves individuals, families, trustees and business owners in the UK seeking independent financial advice, including clients planning wealth, retirement, tax and protection arrangements.

Key contacts (4)

Michelle Strong

Director

Ian David Strong

Director

James Courtenay Roper

Director

Robert Martin Treweek

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2MEstimate

Founded

12 years ago

Since May 2014

Leeds, West Yorkshire

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

3 Clayton Wood Court, West Park Ring Road

Leeds, West Yorkshire, LS16 6QW

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Clayton Holmes Naisbitt Financial Administration LLP

CHN Financial Consultancy

Wealth ManagementInsurance

Inc. 2013Leeds, West YorkshireCH OC382073

chnfc.co.uk

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What does Clayton Holmes Naisbitt Financial Administration LLP do?

Provides independent financial advice and planning for individuals and businesses, including investment management, retirement and pension planning, tax and estate planning, mortgages, insurance…

Who does Clayton Holmes Naisbitt Financial Administration LLP sell to?

Serves private individuals, families, business owners and corporate clients seeking support with personal wealth, workplace pensions, employee benefits, protection and succession planning.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£0Estimate

Founded

13 years ago

Since Jan 2013

Leeds, West Yorkshire

Financial health

—

Financial Health

N/A

Location

Chn House 1 John Charles Way, Gelderd Road

Leeds, West Yorkshire, LS12 6QA

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Brook-Dobson Brear Limited

Brook-Dobson Brear

Wealth Management

Inc. 2006LeedsCH 05674756

attivo.co.uk/brook-dobson-brear

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Financial sub-scores

Computed from 3 filings

Net assets0 / 100

Cash7 / 100

Headcount0 / 100

What does Brook-Dobson Brear Limited do?

Provides independent financial planning and advisory services for individuals and businesses, including investment management, retirement and tax planning, estate planning, mortgages, insurance…

Who does Brook-Dobson Brear Limited sell to?

Serves private clients and first-time buyers, plus business owners and employers across the UK seeking personal financial advice, corporate planning, employee benefits, pensions and protection.

Key contacts (1)

Andrew Spencer Brook-Dobson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£584.3KEstimate

Founded

20 years ago

Since Jan 2006

Leeds

Financial health

Financial Health

Distressed

Financial distress

Location

Richmond House Lawnswood Business Park, Redvers Close

Leeds, LS16 6QY

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Progeny

Wealth ManagementAsset ManagementLegal Services

6 employeesInc. 2019LeedsCH 11872596

theprogenygroup.com

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What does Progeny do?

Provides integrated professional advisory services including financial planning, investment and asset management, tax compliance and advisory, and legal services for individuals and families with…

Who does Progeny sell to?

Serves private clients and families with complex financial needs, including individuals seeking coordinated support for personal wealth, tax, legal matters and intergenerational planning.

Key contacts (3)

Andrea Katherine Hodgson

Director

Ewen James Stevenson

Director

Pierre Olivier Sarkozy

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£368.8KEstimate

Founded

7 years ago

Since Mar 2019

Leeds

Location

1a Tower Square

Leeds, LS1 4DL

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Redmayne Bentley

Wealth ManagementAsset Management

7 employeesInc. 2009LeedsCH OC344361

redmayne.co.uk

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What does Redmayne Bentley do?

Provides investment management, financial planning and stockbroking services to private investors. Offers managed portfolios, retirement and tax‑efficient investment planning, execution‑only share…

Who does Redmayne Bentley sell to?

Serves private investors and families in the UK with portfolios, retirement, pensions, ISAs, inheritance tax planning and stock market investing, alongside intermediaries seeking investment expertise…

Key contacts (7)

Philip Roger Armitage

Llp Designated Member

James Scott Andrews

Llp Designated Member

Damien John Duffield

Llp Member

Nicholas James Bettison

Llp Designated Member

Michael Edward John Wheeler

Llp Designated Member

David Loudon

Llp Designated Member

Keith Loudon

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£83.3KEstimate

Founded

17 years ago

Since Mar 2009

Leeds

Location

3 Wellington Place

Leeds, LS1 4AP

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MGP MANAGEMENT LTD

MGP Investment Management

Wealth ManagementAsset Management

1 employeesInc. 2014LeedsCH 09157534

mgp-investments.com

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Financial sub-scores

Computed from 5 filings

Headcount40 / 100

What does MGP MANAGEMENT LTD do?

Provides financial advice and portfolio management services, including investment management, retirement planning and personal financial planning. Assists clients with setting financial objectives,…

Who does MGP MANAGEMENT LTD sell to?

Serves private individuals and families seeking financial, investment and retirement planning advice, including clients wanting ongoing reviews of personal financial affairs and pension arrangements.

Key contacts (1)

Lee Croucher

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£18.1KEstimate

Founded

11 years ago

Since Aug 2014

Leeds

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

67 Albion Street

Leeds, LS1 5AA

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SMG F.S Limited

SMG F.S

Wealth Management

15 employeesInc. 1982Leeds, West YorkshireCH 01670009

smgfs.com

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Financial sub-scores

Computed from 3 filings

Net assets7 / 100

Cash54 / 100

Headcount75 / 100

What does SMG F.S Limited do?

Provides independent financial advice to individuals and businesses, including retirement planning, pensions, mortgages, lump‑sum investments, employee benefits and financial protection. Assesses…

Who does SMG F.S Limited sell to?

Serves individual consumers and corporate clients seeking independent financial advice, including households planning retirement or mortgages and employers needing pensions, employee benefits or…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£779.7KEstimate

Founded

43 years ago

Since Oct 1982

Leeds, West Yorkshire

Financial health

Financial Health

Weak

Weak · Hiring · 12% CAGR over 2y

Hiring

Location

6a Harewood Yard, Harewood

Leeds, West Yorkshire, LS17 9LF

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Bowcliffe Wealth Management Limited

Bowcliffe Wealth Management

Wealth Management

13 employeesInc. 2015WetherbyCH 09724428

bowcliffewm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount94 / 100

What does Bowcliffe Wealth Management Limited do?

Provides financial and wealth management advice to individuals and businesses, including investment planning, retirement planning, protection planning, mortgages and specialist banking, corporate…

Who does Bowcliffe Wealth Management Limited sell to?

Serves individuals, families, retirees, women, business owners and company directors, as well as businesses across the UK seeking personal or corporate wealth advice.

Key contacts (1)

Adrian Brook

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£793.5KEstimate

Founded

10 years ago

Since Aug 2015

Wetherby

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 10% CAGR over 4y

GrowingHiring

Location

Bowcliffe Court, Bowcliffe Hall Great North Road, Bramham

Wetherby, LS23 6LW

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S & K Berry Wealth Management Limited

S & K Berry Wealth Management

Wealth Management

10 employeesInc. 2022Leeds, West YorkshireCH 14449632

partnership.sjp.co.uk/stuartberry

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount93 / 100

What does S & K Berry Wealth Management Limited do?

Provides financial planning and wealth management advice as a partner practice of St. James’s Place. Advises individuals and business owners on investment planning, retirement planning, protection,…

Who does S & K Berry Wealth Management Limited sell to?

Serves affluent individuals, business owners and company directors with higher-than-average incomes or accumulated capital, including clients with complex personal, retirement, protection and…

Key contacts (2)

Kerry Jane Berry

Director

Robert Gordon Stalker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£867KEstimate

Founded

3 years ago

Since Oct 2022

Leeds, West Yorkshire

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 20% CAGR over 2y

GrowingHiring

Location

5 Woodside Mews, Clayton Wood Close

Leeds, West Yorkshire, LS16 6QE

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BERRY & OAK LIMITED

Berry & OAK

Wealth Management

0 employeesInc. 2016Boston SPA, West YorkshireCH 09940516

berryandoak.com

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Financial sub-scores

Computed from 5 filings

Net assets33 / 100

Cash54 / 100

Headcount0 / 100

What does BERRY & OAK LIMITED do?

Provides independent financial planning and wealth management services to individuals and families, including retirement planning, investment advice, estate and inheritance planning, and ongoing…

Who does BERRY & OAK LIMITED sell to?

Serves individuals and families approaching or in retirement, those looking to preserve family wealth, and professional advisers seeking support for clients.

Key contacts (2)

Sarah Eleanor Elson

Director

Andrew David Elson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£521.1KEstimate

Founded

10 years ago

Since Jan 2016

Boston SPA, West Yorkshire

Financial health

Financial Health

Weak

Weak · -66% CAGR over 4y

Location

Boston House, 214 High Street

Boston Spa, West Yorkshire, LS23 6AD

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Clarity Wealth Limited

Clarity Wealth

Wealth Management

7 employeesInc. 2016Leeds, West YorkshireCH 10310076

claritywealth.co.uk

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Financial sub-scores

Computed from 3 filings

Headcount100 / 100

What does Clarity Wealth Limited do?

Provides independent financial advice on pensions, investments and wealth management. Offers retirement planning, tax‑efficient investment strategies and ongoing financial planning for individuals…

Who does Clarity Wealth Limited sell to?

Serves individuals, families and business owners seeking financial advice, including people approaching retirement, ready to retire or already retired.

Key contacts (1)

Richard Lester Platt

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£433.6KEstimate

Founded

9 years ago

Since Aug 2016

Leeds, West Yorkshire

Financial health

100

Financial Health

Strong

Strong · Hiring · 32% CAGR over 2y

Hiring

Location

Beechwood House Beechwood Estate, Roundhay

Leeds, West Yorkshire, LS8 2LQ

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Richardson Premier Wealth Ltd

Richardson Premier Wealth

Wealth ManagementInsurance

6 employeesInc. 2016Otley, West YorkshireCH 10351631

rpwifa.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount40 / 100

What does Richardson Premier Wealth Ltd do?

Provides independent financial advice and life planning services for individuals, including retirement planning, pension and investment advice, and guidance on managing wealth, windfalls and…

Who does Richardson Premier Wealth Ltd sell to?

Serves individual consumers at different life stages, including people planning for retirement, retirees, recipients of windfalls and senior doctors, with clients met at home, work or offices in…

Key contacts (1)

Naomi Richardson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£294.3KEstimate

Founded

9 years ago

Since Aug 2016

Otley, West Yorkshire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 5y

Location

Westgate, 14 Beech Hill

Otley, West Yorkshire, LS21 3AX

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Dwb Wealth Consultancy (Wetherby) LLP

DWB Wealth Consultancy

Wealth Management

6 employeesInc. 2013Wetherby, North YorkshireCH OC383614

dwbwealth.co.uk

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Financial sub-scores

Computed from 3 filings

Cash56 / 100

Headcount100 / 100

What does Dwb Wealth Consultancy (Wetherby) LLP do?

Provides financial planning and wealth management advice. Services include investment management, retirement and protection planning, mortgages, and intergenerational wealth planning, advising…

Who does Dwb Wealth Consultancy (Wetherby) LLP sell to?

Serves private clients, retirees and high-earning professionals, including flight crew, medical and sports professionals, alongside business owners, company directors and professional partnerships.

Key contacts (1)

Ryan Wiggins

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£495.6KEstimate

Founded

13 years ago

Since Mar 2013

Wetherby, North Yorkshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 22% CAGR over 2y

Hiring

Location

1 Highcliffe Court, Greenfold Lane

Wetherby, North Yorkshire, LS22 6RG

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LIBERATE WEALTH (THORNTON) LIMITED

Liberate Wealth

Wealth Management

13 employeesInc. 2014Leeds, West YorkshireCH 08946656

liberatewealth.co.uk

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Financial sub-scores

Computed from 4 filings

Cash10 / 100

Headcount27 / 100

What does LIBERATE WEALTH (THORNTON) LIMITED do?

Provides financial planning and wealth management advice to individuals and families, including investment planning, retirement planning, tax planning, estate planning, and financial planning for…

Who does LIBERATE WEALTH (THORNTON) LIMITED sell to?

Serves a mix of consumers and business owners, including individuals, families and people planning for investments, tax, estate, retirement or business-related financial decisions.

Key contacts (1)

Jelena Savonina

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£735.3KEstimate

Founded

12 years ago

Since Mar 2014

Leeds, West Yorkshire

Financial health

Financial Health

Distressed

Distressed · -5% CAGR over 3y

Financial distress

Location

Suite N15 Radius, One City West, Gelderd Road

Leeds, West Yorkshire, LS12 6NJ

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PALM FINANCIAL MANAGEMENT LIMITED

Palm Financial

Wealth Management

0 employeesInc. 2012LeedsCH 08244605

palmfinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Cash55 / 100

Headcount0 / 100

What does PALM FINANCIAL MANAGEMENT LIMITED do?

Provides independent financial advice and wealth management services including pensions and retirement planning, investment advice, inheritance and tax planning, insurance protection, and mortgage…

Who does PALM FINANCIAL MANAGEMENT LIMITED sell to?

Serves individual consumers planning major financial decisions, including retirees, investors, families, homebuyers and people seeking protection, with a specific focus on professional athletes.

Key contacts (1)

Scott Edward Glover

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£220.3KEstimate

Founded

13 years ago

Since Oct 2012

Leeds

Financial health

Financial Health

Weak

Weak · -70% CAGR over 4y

Location

4100 Park Approach, Thorpe Park

Leeds, LS15 8GB

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Vibrant Wealth Management Ltd

Vibrant Wealth Management

Wealth Management

7 employeesInc. 2016Leeds, West YorkshireCH 10533345

vibrantwealthmanagement.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount100 / 100

What does Vibrant Wealth Management Ltd do?

Provides financial advisory services including investment planning, retirement planning, insurance and protection advice, mortgage and banking guidance, and corporate financial planning such as…

Who does Vibrant Wealth Management Ltd sell to?

Serves private clients, families, retirees, homebuyers, medical and city professionals, contractors, business owners and company directors, alongside businesses seeking corporate finance and employee…

Key contacts (1)

Yogesh Dhir

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£255.7KEstimate

Founded

9 years ago

Since Dec 2016

Leeds, West Yorkshire

Financial health

100

Financial Health

Strong

Strong · Hiring · 15% CAGR over 4y

Hiring

Location

Suite L1.02 Floor 1, The Leeming Building, Vicar Lane

Leeds, West Yorkshire, LS2 7JF

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Henderson Employee Benefits Limited

HEB Wealth and Employee Benefits

Wealth ManagementInsurance

13 employeesInc. 1966LeedsCH 00889002

heb.uk.com

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Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount67 / 100

What does Henderson Employee Benefits Limited do?

Provides financial planning and employee benefits advisory services, including pension auto‑enrolment support, investment and retirement planning, inheritance tax and pension tax advice, business…

Who does Henderson Employee Benefits Limited sell to?

Serves both private clients seeking financial planning and employers needing employee benefits support, including business owners, executives, and organisations managing pensions, auto-enrolment,…

Key contacts (1)

Stephen Charles McDermott

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£952.9KEstimate

Founded

59 years ago

Since Oct 1966

Leeds

Financial health

Financial Health

Strong

Strong · Hiring · 6% CAGR over 3y

Hiring

Location

No.2, The Bourse

Leeds, LS1 5DE

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Chris Bell Associates Limited

Chris Bell Associates

Wealth Management

5 employeesInc. 2006Otley, West YorkshireCH 05800411

chrisbellassociates.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount40 / 100

What does Chris Bell Associates Limited do?

Provides financial advice and wealth management services to individuals and businesses, including financial planning, pensions, investments, mortgages, insurance products and estate planning through…

Who does Chris Bell Associates Limited sell to?

Serves UK-based individuals and corporate clients seeking financial advice, including people planning mortgages, retirement, investments or estate protection, and businesses needing corporate wealth…

Key contacts (1)

Tracy Mary Bell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£195.2KEstimate

Founded

20 years ago

Since Apr 2006

Otley, West Yorkshire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 5y

Location

14 Beech Hill

Otley, West Yorkshire, LS21 3AX

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2plan wealth management

Wealth ManagementInsurance

2 employeesInc. 2008Leeds, West YorkshireCH 06761381

2plan.com

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What does 2plan wealth management do?

Provides independent financial advice to individuals, including investment planning, pensions and retirement planning, mortgage advice, and insurance protection. Assesses client objectives,…

Who does 2plan wealth management sell to?

Serves individual consumers seeking independent financial advice, including first-time mortgage customers, investors, people planning for retirement, and clients needing mortgage, protection or…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£86.2KEstimate

Founded

17 years ago

Since Nov 2008

Leeds, West Yorkshire

Location

3rd Floor, Bridgewater Place Water Lane

Leeds, West Yorkshire, LS11 5BZ

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Parkway Financial Planning Ltd

Parkway Financial Planning

Wealth Management

7 employeesInc. 2011Leeds, West YorkshireCH 07634754

parkwayfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Cash62 / 100

Headcount40 / 100

What does Parkway Financial Planning Ltd do?

Provides independent financial planning and advisory services. Advises individual, corporate and trustee clients on wealth management, pensions, investments and broader financial planning matters,…

Who does Parkway Financial Planning Ltd sell to?

Serves UK-based private individuals, businesses and trustees, including clients seeking focused advice in specific financial areas or ongoing wealth management relationships.

Key contacts (3)

Gregory Andrew Farrar

Director

Andrew Lee Hanson

Director

Michael Alec Ross

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£475.2KEstimate

Founded

15 years ago

Since May 2011

Leeds, West Yorkshire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

79a Town Street, Horsforth

Leeds, West Yorkshire, LS18 5BP

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FENSHAM HOWES LIMITED

Fensham Howes

Wealth Management

19 employeesInc. 2006Wetherby, West YorkshireCH 05744155

fenshamhowes.com

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Financial sub-scores

Computed from 3 filings

Net assets71 / 100

Cash100 / 100

Headcount77 / 100

What does FENSHAM HOWES LIMITED do?

Provides financial planning and investment advisory services for private individuals, families, trustees and court‑appointed deputies. Advises on portfolio strategy, long‑term financial planning, and…

Who does FENSHAM HOWES LIMITED sell to?

Serves trustees and deputies managing personal injury trusts and deputyships, plus private individuals and families seeking long-term financial planning and investment support.

Key contacts (2)

Giles Mark Pidcock

Director

Lewis Verlie Howes

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£908.8KEstimate

Founded

20 years ago

Since Mar 2006

Wetherby, West Yorkshire

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 13% CAGR over 2y

GrowingHiring

Location

The West Wing Bowcliffe Hall, Bramham

Wetherby, West Yorkshire, LS23 6LP

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Financial Therapeutics UK Ltd

Financial Therapeutics

Wealth Management

8 employeesInc. 2010Leeds, West YorkshireCH 07255436

financialtherapeutics.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets45 / 100

Cash0 / 100

Headcount40 / 100

What does Financial Therapeutics UK Ltd do?

Provides independent financial planning and wealth management services, advising clients on investment portfolios and asset management, with a focus on professionals such as doctors and dentists.

Who does Financial Therapeutics UK Ltd sell to?

Serves individual consumers seeking wealth management and independent financial planning, with a clear focus on doctors and dentists as its main client segments.

Key contacts (2)

Ryan Edward Banks

Director

David John Bowker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£588.2KEstimate

Founded

16 years ago

Since May 2010

Leeds, West Yorkshire

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

Suite 12 East Wing, Jason House, Kerry Hill, Horsforth

Leeds, West Yorkshire, LS18 4JR

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E L WATSON FINANCIAL PLANNING LIMITED

Watson FP

Wealth Management

21 employeesInc. 2005Leeds, West YorkshireCH 05383444

watsonfp.com

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Financial sub-scores

Computed from 5 filings

Cash88 / 100

Headcount100 / 100

What does E L WATSON FINANCIAL PLANNING LIMITED do?

Provides financial planning and advisory services to individuals and businesses, including pensions advice, savings and investment planning, tax planning, protection insurance, estate planning and…

Who does E L WATSON FINANCIAL PLANNING LIMITED sell to?

Serves UK-based private individuals and business owners/employers, including clients planning pensions, investments, tax, protection, estates and employee benefits.

Key contacts (2)

Jonathan Darnton Wade

Director

Russell James Peaker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£576.6KEstimate

Founded

21 years ago

Since Mar 2005

Leeds, West Yorkshire

Financial health

Financial Health

Strong

Strong · Hiring · 15% CAGR over 4y

Hiring

Location

Gresham House, 5-7 St Pauls Street

Leeds, West Yorkshire, LS1 2JG

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GROUP POLICY SERVICES LIMITED

Explore Money

Wealth ManagementInsurance

Inc. 2019LeedsCH 12012275

2plan.com

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

What does GROUP POLICY SERVICES LIMITED do?

Provides independent financial advice on investments, pensions, mortgages and protection products. Assesses clients’ objectives, researches financial products, recommends investment strategies,…

Who does GROUP POLICY SERVICES LIMITED sell to?

Serves individual consumers seeking independent financial advice, from first-time mortgage borrowers to people planning investments, protection and retirement.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£0Estimate

Founded

7 years ago

Since May 2019

Leeds

Financial health

Financial Health

Stable

Location

3rd Fl Bridgewater Place, Water Lane

Leeds, LS11 5BZ

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PJG Financial Services Limited

PJG Financial Services

Wealth Management

14 employeesInc. 2002Wetherby, West YorkshireCH 04435416

pjgfs.com

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Financial sub-scores

Computed from 5 filings

Net assets37 / 100

Cash100 / 100

Headcount52 / 100

What does PJG Financial Services Limited do?

Provides financial planning and advisory services covering pensions, investments, mortgages, and personal or business protection. Assesses clients’ financial circumstances and recommends suitable…

Who does PJG Financial Services Limited sell to?

Serves UK-based individual consumers, personal-wealth clients, and company owners or directors, including people planning for retirement, investing, arranging protection or mortgages, and businesses…

Key contacts (3)

Aidan Paul Gilligan

Director

Anthony Kevin Gilligan

Director

Patrick Joseph Gilligan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£700.5KEstimate

Founded

24 years ago

Since May 2002

Wetherby, West Yorkshire

Financial health

Financial Health

Stable

Stable · 2% CAGR over 4y

Location

Parkhill Studio, Walton Road

Wetherby, West Yorkshire, LS22 5DZ

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Burrow & Crowe Accountants & Business Advisers Ltd

Burrow & Crowe

Accounting & AuditWealth Management

11 employeesInc. 2018Otley, YorkshireCH 11375416

burrow-crowe.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets34 / 100

Cash97 / 100

Headcount16 / 100

What does Burrow & Crowe Accountants & Business Advisers Ltd do?

Provides accountancy and tax services to businesses and individuals, including bookkeeping, VAT, payroll, corporation tax, self‑assessment, year‑end accounts and business advisory services, along…

Who does Burrow & Crowe Accountants & Business Advisers Ltd sell to?

Serves businesses and individuals around Leeds, Keighley and Wetherby, including start-ups, owner-managed companies, manufacturing firms, nurseries and personal tax clients.

Key contacts (2)

David Frederick Pollitt

Director

Jonathan Roger Crossley

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£465.4KEstimate

Founded

8 years ago

Since May 2018

Otley, Yorkshire

Financial health

Financial Health

Stable

Stable · -9% CAGR over 3y

Location

Pegholme Bays 61-65 Wharfebank Mills, Ilkley Road

Otley, Yorkshire, LS21 3JP

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Sovereign Wealth

Wealth Management

1 employeesInc. 2022LeedsCH 14326471

sovereign-wealth.co.uk

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What does Sovereign Wealth do?

Provides wealth management and financial planning services, including investment advice, retirement planning, protection and legacy planning. Also offers mortgage and banking guidance and corporate…

Who does Sovereign Wealth sell to?

Serves private clients, families, retirees and business owners across the UK, alongside corporate clients needing financial planning support.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£19.7KEstimate

Founded

3 years ago

Since Aug 2022

Leeds

Location

1285 Century Way, Thorpe Park

Leeds, LS15 8ZB

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PGI FINANCIAL LIMITED

PGI Financial

Wealth Management

0 employeesInc. 2011Leeds, West YorkshireCH 07722437

pgifinancial.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets58 / 100

Headcount0 / 100

What does PGI FINANCIAL LIMITED do?

Provides personal financial planning and advisory services, including retirement planning, investment management and estate planning. Offers guidance on managing investments, structuring finances and…

Who does PGI FINANCIAL LIMITED sell to?

Serves private individuals, couples and families seeking personal financial advice, particularly those planning retirement, managing investments or arranging estate planning.

Key contacts (1)

Phillip Graham Instone

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£276.5KEstimate

Founded

14 years ago

Since Jul 2011

Leeds, West Yorkshire

Financial health

Financial Health

Weak

Weak · -78% CAGR over 3y

Location

Brookfield Court Selby Road, Garforth

Leeds, West Yorkshire, LS25 1NB

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I.P.M Pensioneer Trustees Limited

IPM

Wealth ManagementInsurance

Inc. 1992Leeds, West YorkshireCH 02726477

ipm-pensions.co.uk

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What does I.P.M Pensioneer Trustees Limited do?

Provides administration of bespoke self‑invested personal pensions (SIPPs) for financial advisers and their clients, enabling flexible pension investment including commercial property purchases.…

Who does I.P.M Pensioneer Trustees Limited sell to?

Serves financial advisers and wealth planners seeking SIPP providers for individual clients, especially cases involving commercial property, flexible investments and non-standard pension planning.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£20.3KEstimate

Founded

34 years ago

Since Jun 1992

Leeds, West Yorkshire

Financial health

—

Financial Health

N/A

Location

3 Victoria Court, Bank Square, Morley

Leeds, West Yorkshire, LS27 9SE

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SCO 174 CONSULTING LIMITED

SCO 174 Consulting

Wealth Management

0 employeesInc. 2006LeedsCH 05750380

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Financial sub-scores

Computed from 5 filings

Cash68 / 100

Headcount0 / 100

Key contacts (1)

Sara Caroline Elizabeth Scoffield

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£74.4KEstimate

Founded

20 years ago

Since Mar 2006

Leeds

Financial health

Financial Health

Weak

Weak · -68% CAGR over 4y

Location

Gresham House, 5-7 St. Pauls Street

Leeds, LS1 2JG

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C F Bell Financial Consultant Ltd

C F Bell Financial Consultant

Wealth Management

Inc. 2008Leeds, West YorkshireCH 06484010

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Headcount0 / 100

Key contacts (2)

Gail Bell

Director

Chavez Fernando Bell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4.2KEstimate

Founded

18 years ago

Since Jan 2008

Leeds, West Yorkshire

Financial health

Financial Health

Distressed

Financial distressTechnical insolvency

Location

41 Twentyman Walk

Leeds, West Yorkshire, LS10 4FG

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Graham Tate Limited

Graham Tate

Wealth Management

2 employeesInc. 2013Leeds, West YorkshireCH 08635633

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash0 / 100

Headcount100 / 100

Key contacts (1)

Graham Tate

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£21.7KEstimate

Founded

12 years ago

Since Aug 2013

Leeds, West Yorkshire

Financial health

Financial Health

Weak

Weak · Hiring · 19% CAGR over 4y

Hiring

Location

9 Queens Court, Great Preston

Leeds, West Yorkshire, LS26 8DD

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2PM FINANCIAL SERVICES LIMITED

2PM Financial Services

Wealth Management

0 employeesInc. 2002Leeds, West YorkshireCH 04544159

2pm-ltd.co.uk

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Financial sub-scores

Computed from 5 filings

Cash24 / 100

Headcount0 / 100

Key contacts (1)

Phillip David Lawson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£22.7KEstimate

Founded

23 years ago

Since Sep 2002

Leeds, West Yorkshire

Financial health

Financial Health

Distressed

Distressed · -71% CAGR over 4y

Financial distress

Location

1st Floor 39 High Street, Kippax

Leeds, West Yorkshire, LS25 7AF

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ENQUIRY SOLUTIONS LTD

Enquiry Solutions

Wealth Management

0 employeesInc. 2016Leeds, West YorkshireCH 10515494

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Financial sub-scores

Computed from 5 filings

Cash55 / 100

Headcount0 / 100

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£0Estimate

Founded

9 years ago

Since Dec 2016

Leeds, West Yorkshire

Financial health

Financial Health

Weak

Weak · -71% CAGR over 4y

Location

2nd Floor St Andrew House, 119-121 The Headrow

Leeds, West Yorkshire, LS1 5JW

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I.P.M SSAS Administration Limited

IPM Pensions

Wealth Management

7 employeesInc. 2003Leeds, YorkshireCH 04867920

ipm-pensions.co.uk/sipp-or-ssas-what-you-and-your-clients-need-to-know

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does I.P.M SSAS Administration Limited do?

Provides administration and operation of self‑invested personal pension (SIPP) schemes and small self‑administered schemes (SSAS), supporting advisers and clients with pension setup, regulatory…

Who does I.P.M SSAS Administration Limited sell to?

Serves financial advisers and their clients, including business owners, directors and individuals looking for self-invested pension options with commercial property or flexible investment needs.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£462KEstimate

Founded

22 years ago

Since Aug 2003

Leeds, Yorkshire

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

3 Victoria Court, Bank Square Morley

Leeds, Yorkshire, LS27 9SE

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BBPI HOLDINGS LIMITED

Cowling Rawnsley Financial Solutions

Wealth ManagementInsurance

4 employeesInc. 2022Leeds, West YorkshireCH 14482991

cr-fs.com

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Financial sub-scores

Computed from 2 filings

Net assets40 / 100

Headcount40 / 100

What does BBPI HOLDINGS LIMITED do?

Provides independent financial advice to individuals, including guidance on mortgages, pensions, life insurance and protection policies, retail investments such as ISAs and funds, and inheritance tax…

Who does BBPI HOLDINGS LIMITED sell to?

Serves individual consumers, including homebuyers, mortgage holders, pension savers, investors, families seeking life protection, and people planning for inheritance tax.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£50.7KEstimate

Founded

3 years ago

Since Nov 2022

Leeds, West Yorkshire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 1y

Location

Leigh House, 28-32, St Pauls Street

Leeds, West Yorkshire, LS1 2JT

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Venn Watson & Co. Ltd.

Venn Watson

Wealth ManagementInsurance

7 employeesInc. 1995Leeds, West YorkshireCH 03111435

vennwatson.com

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Financial sub-scores

Computed from 3 filings

Net assets25 / 100

Cash38 / 100

What does Venn Watson & Co. Ltd. do?

Provides financial planning and investment advisory services to individuals, offering guidance on wealth management, retirement planning and financial products, with an investment process aimed at…

Who does Venn Watson & Co. Ltd. sell to?

Serves individuals and families seeking personal financial planning, wealth growth, protection and preservation for future generations.

Key contacts (2)

Marios Pieroudis

Director

Philip Wrenville Venn

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

30 years ago

Since Oct 1995

Leeds, West Yorkshire

Financial health

Financial Health

Weak

Weak · -13% CAGR over 1y

Location

Leon & Co Chartered Accountants, 100 High Ash Drive

Leeds, West Yorkshire, LS17 8RE

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Tudor Financial Consultants Limited

Tudor Financial Consultants

Wealth ManagementInsurance

8 employeesInc. 2004LeedsCH 05184833

tudorfcltd.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash27 / 100

Headcount15 / 100

What does Tudor Financial Consultants Limited do?

Provides financial advisory services including mortgage advice, pension planning, investment advice, personal and business protection, retirement planning, and general insurance. Offers financial…

Who does Tudor Financial Consultants Limited sell to?

Serves UK consumers seeking mortgage, pension, investment and protection advice, including homebuyers, people planning retirement or investing for the future, and businesses needing protection cover.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£417.3KEstimate

Founded

22 years ago

Since Jul 2004

Leeds

Financial health

Financial Health

Stable

Stable · -7% CAGR over 4y

Location

Brook House Church Lane, Garforth

Leeds, LS25 1HB

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AGE

Wealth ManagementInsurance

5 employeesInc. 2004LeedsCH 05265969

agepartnership.co.uk

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What does AGE do?

Provides financial advice and brokerage services focused on retirement planning, including equity release, pension income options, annuities and pension drawdown. Also arranges mortgages, home…

Who does AGE sell to?

Serves consumers approaching or in retirement, especially homeowners and pension holders, as well as existing mortgage customers, first-time buyers, buy-to-let borrowers, customers refused elsewhere,…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£82.2KEstimate

Founded

21 years ago

Since Oct 2004

Leeds

Location

2200 Century Way, Thorpe Park

Leeds, LS15 8ZB

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Leodis Finance Ltd

Leodis Finance

Wealth Management

Inc. 2023LeedsCH 15215413

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Key contacts (1)

Rajan Bhabra

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£13.8KEstimate

Founded

2 years ago

Since Oct 2023

Leeds

Financial health

—

Financial Health

N/A

Location

305 Roundhay Road

Leeds, LS8 4HT

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Mortgage Leeder Ltd

Mortgage Leeder

Wealth Management

0 employeesInc. 2021Leeds, West YorkshireCH 13514474

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Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount0 / 100

Key contacts (2)

Kelly Ann Leeder

Director

Keiran John Leeder

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£22.2KEstimate

Founded

5 years ago

Since Jul 2021

Leeds, West Yorkshire

Financial health

Financial Health

Stable

Stable · -78% CAGR over 3y

Location

25 Woodcross Garth, Morley

Leeds, West Yorkshire, LS27 9JA

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REDHALL HEALTHCARE INVESTMENT GROUP LTD

Redhall Healthcare Investment

Wealth Management

Inc. 2022LeedsCH 13907843

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£463.4KEstimate

Founded

4 years ago

Since Feb 2022

Leeds

Financial health

100

Financial Health

Strong

Location

Leeds Private Hospital, Red Hall Lane

Leeds, LS17 8NB

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INZUZO LTD

Inzuzo

Wealth Management

0 employeesInc. 2015Leeds, West YorkshireCH 09874012

inzuzo.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash0 / 100

Headcount0 / 100

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£197KEstimate

Founded

10 years ago

Since Nov 2015

Leeds, West Yorkshire

Financial health

Financial Health

Distressed

Distressed · -65% CAGR over 4y

Financial distress

Location

2nd Floor St. Andrew House, 119-121, The Headrow

Leeds, West Yorkshire, LS1 5JW

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FINANCIAL MANAGEMENT PARTNERSHIP LTD

Financial Management

Wealth Management

2 employeesInc. 2005LeedsCH 05388978

spiritresource.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

Key contacts (2)

Janet Elizabeth Bowers

Director

Richard Anthony Bowers

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£32.8KEstimate

Founded

21 years ago

Since Mar 2005

Leeds

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

Park House, Wilmington Street

Leeds, LS7 2BP

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Alexander Financial Solutions Ltd

Alexander Financial Solutions

Wealth Management

2 employeesInc. 2018BradfordCH 11365305

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Headcount100 / 100

Key contacts (1)

Stephen Dransfield

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£30.8KEstimate

Founded

8 years ago

Since May 2018

Bradford

Financial health

Financial Health

Weak

Weak · Hiring · 19% CAGR over 4y

HiringFinancial distressTechnical insolvency

Location

7 Park Close, Drighlington

Bradford, BD11 1AX

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DB Capital Brokers Ltd

DB Capital Brokers

Wealth Management

2 employeesInc. 2019Leeds, West YorkshireCH 12273449

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Key contacts (1)

Damon Bennett

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£10.9KEstimate

Founded

6 years ago

Since Oct 2019

Leeds, West Yorkshire

Financial health

Financial Health

Distressed

Financial distressTechnical insolvency

Location

116 Cardigan Road, Headingley

Leeds, West Yorkshire, LS6 3BJ

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Chris South Equity Release Specialist Ltd

Chris South Equity Release Specialist

Wealth Management

1 employeesInc. 2018LeedsCH 11450617

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Financial sub-scores

Computed from 5 filings

Net assets38 / 100

Cash76 / 100

Headcount40 / 100

Key contacts (1)

Christopher South

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£12.2KEstimate

Founded

8 years ago

Since Jul 2018

Leeds

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

10 Coniston Way, Woodlesford

Leeds, LS26 8RR

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A&M PROFESSIONAL SOLUTIONS LTD

A&M Professional Solutions

Wealth Management

1 employeesInc. 2023LeedsCH 14941972

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Financial sub-scores

Computed from 2 filings

Net assets100 / 100

Key contacts (1)

Adam Doyle

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4.9KEstimate

Founded

3 years ago

Since Jun 2023

Leeds

Financial health

100

Financial Health

Strong

Location

133 Broadgate Lane, Horsforth

Leeds, LS18 5DU

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352 more companies and their verified directors are in the file

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

What they do

Leeds wealth managers usually monetise advice rather than a discrete product. Revenue tends to come from ongoing advice fees, portfolio management charges, initial planning work, implementation fees and administration linked to pensions, investments and tax-led planning. Pricing is often tied to assets under advice or assets under management, with some fixed-fee planning work where the client need is narrower. The service shape is part financial planning, part regulated investment process and part client administration. Margins depend on adviser productivity, retention, platform and custody arrangements, and the amount of manual work required to keep suitability, reviews and fee evidence current.

Who they sell to

Private clients, families, retirees, business owners and trustees are the usual end buyers, but influence often comes through accountants, solicitors and existing client referrals. Decision-making is personal and trust-based, with spouses, adult children, finance directors and professional advisers sometimes shaping the brief. Typical opportunities do not resemble a software procurement cycle: there is rarely an RFP, and the sale may start as a planning conversation around retirement, inheritance, business sale proceeds or investment underperformance. Sales cycles vary with client complexity, existing adviser relationships and the level of regulatory evidence needed before assets or mandates move.

What they buy

Most wealth management firms tend to spend on client relationship management, onboarding workflow, risk profiling, portfolio reporting, document management, secure client communication, billing, accounting, compliance monitoring and cyber security. Adviser-heavy practices also buy outsourced paraplanning, suitability report support, recruitment services, professional indemnity advice, marketing support and training. Larger local operators are more likely to consider workflow integration between advice, investment administration and finance, because duplicated keying can create both margin leakage and conduct risk. Smaller practices may buy selectively, especially where a tool helps evidence ongoing service, reduce review backlogs or make client communication easier for advisers.

Why and how to sell to them

Buying intent often appears when compliance workload rises, an adviser retires, a practice is acquired, a new operations or finance lead joins, or client review volumes start to exceed administrative capacity. Wealth management buyers tend to respond to plain evidence that a supplier can reduce adviser drag, improve audit trails, support fee disclosure or protect client retention without disrupting established relationships. Outbound should be specific to operating pain: review backlogs, suitability evidence, referral tracking, secure document exchange, billing accuracy or post-acquisition integration. Generic growth language is less useful than showing how the offer fits a regulated, referral-led advice business.

How this list is built

Methodology

Data sources

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

Classification

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

Freshness

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

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Frequently asked questions

How many wealth management companies are there in Leeds?

Around 180 actively-trading wealth management companies are registered in Leeds. Of those, 2 report turnover above £5M in their most recent filed accounts. This Leeds list covers companies across the wider Leeds travel-to-work area, including surrounding towns — not just the Leeds 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 Leeds?

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 Leeds 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 2 of the 180 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 Leeds actually do?

How does Leeds 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 Leeds?

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 £55k in the most recent filed accounts.

Are these mostly new or established wealth management companies?

20 of the 180 actively-trading wealth management companies in this list were incorporated since 2022; the remainder were incorporated before then, so the Leeds 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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