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Wealth Management Companies in Leeds: 100+ Active Firms (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.
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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.
184
Active firms
2026
2
Over £5M
Reported revenue
20
Newer firms
Incorporated since 2022
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
Provides investment management, stockbroking and financial planning services to private investors. Offers managed portfolios, retirement and pension investing, AIM/IHT portfolios, ISA investing, and…
Serves UK private investors, retirees, families investing for children or pensions, and financial intermediaries seeking investment management, financial planning and stockbroking support.
Location
Lazenbys Financial Services Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice and planning services, including pension consolidation and retirement planning, investment and asset management, estate and inheritance tax planning, and…
Serves individuals, families and business owners in Leeds/Yorkshire seeking independent financial advice, especially people planning retirement, managing pensions or investments, and arranging…
Financial Health
HealthyHealthy · Hiring · 6% CAGR over 4y
Location
WEST PARK INVESTMENT PARTNERSHIP LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial planning and investment advice, including asset management, retirement planning, tax planning and financial protection. Advises individuals, families, trustees and…
Serves individuals, families, trustees and business owners in the UK seeking independent financial advice, including clients planning wealth, retirement, tax and protection arrangements.
Financial Health
WeakWeak · 0% CAGR over 2y
Location
Clayton Holmes Naisbitt Financial Administration LLP
Trajectory
3y · 2023–NowProvides independent financial advice and planning for individuals and businesses, including investment management, retirement and pension planning, tax and estate planning, mortgages, insurance…
Serves private individuals, families, business owners and corporate clients seeking support with personal wealth, workplace pensions, employee benefits, protection and succession planning.
Financial Health
Insufficient historyInsufficient history
Location
Brook-Dobson Brear Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial planning and advisory services for individuals and businesses, including investment management, retirement and tax planning, estate planning, mortgages, insurance…
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.
Financial Health
DistressedDistressed
Location
Progeny
Provides integrated professional advisory services including financial planning, investment and asset management, tax compliance and advisory, and legal services for individuals and families with…
Serves private clients and families with complex financial needs, including individuals seeking coordinated support for personal wealth, tax, legal matters and intergenerational planning.
Location
Provides investment management, financial planning and stockbroking services to private investors. Offers managed portfolios, retirement and tax‑efficient investment planning, execution‑only share…
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…
Location
MGP MANAGEMENT LTD
Trajectory
5y · 2019–NowFinancial sub-scores
Computed from 5 filingsProvides financial advice and portfolio management services, including investment management, retirement planning and personal financial planning. Assists clients with setting financial objectives,…
Serves private individuals and families seeking financial, investment and retirement planning advice, including clients wanting ongoing reviews of personal financial affairs and pension arrangements.
Financial Health
StableStable · 0% CAGR over 4y
Location
SMG F.S Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice to individuals and businesses, including retirement planning, pensions, mortgages, lump‑sum investments, employee benefits and financial protection. Assesses…
Serves individual consumers and corporate clients seeking independent financial advice, including households planning retirement or mortgages and employers needing pensions, employee benefits or…
Financial Health
WeakWeak · Hiring · 12% CAGR over 2y
Location
Bowcliffe Wealth Management Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial and wealth management advice to individuals and businesses, including investment planning, retirement planning, protection planning, mortgages and specialist banking, corporate…
Serves individuals, families, retirees, women, business owners and company directors, as well as businesses across the UK seeking personal or corporate wealth advice.
Financial Health
StrongStrong · Growing, Hiring · 10% CAGR over 4y
Location
S & K Berry Wealth Management Limited
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsProvides 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,…
Serves affluent individuals, business owners and company directors with higher-than-average incomes or accumulated capital, including clients with complex personal, retirement, protection and…
Financial Health
StrongStrong · Growing, Hiring · 29% CAGR over 1y
Location
BERRY & OAK LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial planning and wealth management services to individuals and families, including retirement planning, investment advice, estate and inheritance planning, and ongoing…
Serves individuals and families approaching or in retirement, those looking to preserve family wealth, and professional advisers seeking support for clients.
Financial Health
WeakWeak · -66% CAGR over 4y
Location
Clarity Wealth Limited
Trajectory
3y · 2022–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice on pensions, investments and wealth management. Offers retirement planning, tax‑efficient investment strategies and ongoing financial planning for individuals…
Serves individuals, families and business owners seeking financial advice, including people approaching retirement, ready to retire or already retired.
Financial Health
StrongStrong · Hiring · 32% CAGR over 2y
Location
Richardson Premier Wealth Ltd
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice and life planning services for individuals, including retirement planning, pension and investment advice, and guidance on managing wealth, windfalls and…
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…
Financial Health
StableStable · 0% CAGR over 5y
Location
Dwb Wealth Consultancy (Wetherby) LLP
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and wealth management advice. Services include investment management, retirement and protection planning, mortgages, and intergenerational wealth planning, advising…
Serves private clients, retirees and high-earning professionals, including flight crew, medical and sports professionals, alongside business owners, company directors and professional partnerships.
Financial Health
HealthyHealthy · Hiring · 22% CAGR over 2y
Location
LIBERATE WEALTH (THORNTON) LIMITED
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides financial planning and wealth management advice to individuals and families, including investment planning, retirement planning, tax planning, estate planning, and financial planning for…
Serves a mix of consumers and business owners, including individuals, families and people planning for investments, tax, estate, retirement or business-related financial decisions.
Financial Health
DistressedDistressed · -5% CAGR over 3y
Location
PALM FINANCIAL MANAGEMENT LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice and wealth management services including pensions and retirement planning, investment advice, inheritance and tax planning, insurance protection, and mortgage…
Serves individual consumers planning major financial decisions, including retirees, investors, families, homebuyers and people seeking protection, with a specific focus on professional athletes.
Financial Health
WeakWeak · -70% CAGR over 4y
Location
Vibrant Wealth Management Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial advisory services including investment planning, retirement planning, insurance and protection advice, mortgage and banking guidance, and corporate financial planning such as…
Serves private clients, families, retirees, homebuyers, medical and city professionals, contractors, business owners and company directors, alongside businesses seeking corporate finance and employee…
Financial Health
StrongStrong · Hiring · 15% CAGR over 4y
Location
Henderson Employee Benefits Limited
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides financial planning and employee benefits advisory services, including pension auto‑enrolment support, investment and retirement planning, inheritance tax and pension tax advice, business…
Serves both private clients seeking financial planning and employers needing employee benefits support, including business owners, executives, and organisations managing pensions, auto-enrolment,…
Financial Health
StrongStrong · Hiring · 6% CAGR over 3y
Location
Chris Bell Associates Limited
Trajectory
5y · 2019–NowFinancial sub-scores
Computed from 5 filingsProvides financial advice and wealth management services to individuals and businesses, including financial planning, pensions, investments, mortgages, insurance products and estate planning through…
Serves UK-based individuals and corporate clients seeking financial advice, including people planning mortgages, retirement, investments or estate protection, and businesses needing corporate wealth…
Financial Health
StableStable · 0% CAGR over 5y
Location
2plan wealth management
Provides independent financial advice to individuals, including investment planning, pensions and retirement planning, mortgage advice, and insurance protection. Assesses client objectives,…
Serves individual consumers seeking independent financial advice, including first-time mortgage customers, investors, people planning for retirement, and clients needing mortgage, protection or…
Location
Parkway Financial Planning Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial planning and advisory services. Advises individual, corporate and trustee clients on wealth management, pensions, investments and broader financial planning matters,…
Serves UK-based private individuals, businesses and trustees, including clients seeking focused advice in specific financial areas or ongoing wealth management relationships.
Financial Health
StableStable · 0% CAGR over 4y
Location
FENSHAM HOWES LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and investment advisory services for private individuals, families, trustees and court‑appointed deputies. Advises on portfolio strategy, long‑term financial planning, and…
Serves trustees and deputies managing personal injury trusts and deputyships, plus private individuals and families seeking long-term financial planning and investment support.
Financial Health
StrongStrong · Growing, Hiring · 13% CAGR over 2y
Location
Financial Therapeutics UK Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides 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.
Serves individual consumers seeking wealth management and independent financial planning, with a clear focus on doctors and dentists as its main client segments.
Financial Health
WeakWeak · 0% CAGR over 2y
Location
E L WATSON FINANCIAL PLANNING LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and advisory services to individuals and businesses, including pensions advice, savings and investment planning, tax planning, protection insurance, estate planning and…
Serves UK-based private individuals and business owners/employers, including clients planning pensions, investments, tax, protection, estates and employee benefits.
Financial Health
StrongStrong · Hiring · 15% CAGR over 4y
Location
GROUP POLICY SERVICES LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice on investments, pensions, mortgages and protection products. Assesses clients’ objectives, researches financial products, recommends investment strategies,…
Serves individual consumers seeking independent financial advice, from first-time mortgage borrowers to people planning investments, protection and retirement.
Financial Health
StableStable
Location
PJG Financial Services Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and advisory services covering pensions, investments, mortgages, and personal or business protection. Assesses clients’ financial circumstances and recommends suitable…
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…
Financial Health
StableStable · 2% CAGR over 4y
Location
Burrow & Crowe Accountants & Business Advisers Ltd
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides accountancy and tax services to businesses and individuals, including bookkeeping, VAT, payroll, corporation tax, self‑assessment, year‑end accounts and business advisory services, along…
Serves businesses and individuals around Leeds, Keighley and Wetherby, including start-ups, owner-managed companies, manufacturing firms, nurseries and personal tax clients.
Financial Health
StableStable · -9% CAGR over 3y
Location
Provides wealth management and financial planning services, including investment advice, retirement planning, protection and legacy planning. Also offers mortgage and banking guidance and corporate…
Serves private clients, families, retirees and business owners across the UK, alongside corporate clients needing financial planning support.
Location
PGI FINANCIAL LIMITED
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides personal financial planning and advisory services, including retirement planning, investment management and estate planning. Offers guidance on managing investments, structuring finances and…
Serves private individuals, couples and families seeking personal financial advice, particularly those planning retirement, managing investments or arranging estate planning.
Financial Health
WeakWeak · -78% CAGR over 3y
Location
I.P.M Pensioneer Trustees Limited
Trajectory
3y · 2023–NowProvides administration of bespoke self‑invested personal pensions (SIPPs) for financial advisers and their clients, enabling flexible pension investment including commercial property purchases.…
Serves financial advisers and wealth planners seeking SIPP providers for individual clients, especially cases involving commercial property, flexible investments and non-standard pension planning.
Financial Health
Insufficient historyInsufficient history
Location
SCO 174 CONSULTING LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · -68% CAGR over 4y
Location
C F Bell Financial Consultant Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed
Location
Graham Tate Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · Hiring · 19% CAGR over 4y
Location
2PM FINANCIAL SERVICES LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · -71% CAGR over 4y
Location
ENQUIRY SOLUTIONS LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · -71% CAGR over 4y
Location
I.P.M SSAS Administration Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides administration and operation of self‑invested personal pension (SIPP) schemes and small self‑administered schemes (SSAS), supporting advisers and clients with pension setup, regulatory…
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.
Financial Health
StrongStrong · Growing · 0% CAGR over 2y
Location
BBPI HOLDINGS LIMITED
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsProvides 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…
Serves individual consumers, including homebuyers, mortgage holders, pension savers, investors, families seeking life protection, and people planning for inheritance tax.
Financial Health
StableStable · 0% CAGR over 1y
Location
Venn Watson & Co. Ltd.
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and investment advisory services to individuals, offering guidance on wealth management, retirement planning and financial products, with an investment process aimed at…
Serves individuals and families seeking personal financial planning, wealth growth, protection and preservation for future generations.
Financial Health
WeakWeak · -13% CAGR over 1y
Location
Tudor Financial Consultants Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides financial advisory services including mortgage advice, pension planning, investment advice, personal and business protection, retirement planning, and general insurance. Offers financial…
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.
Financial Health
StableStable · -7% CAGR over 4y
Location
Provides financial advice and brokerage services focused on retirement planning, including equity release, pension income options, annuities and pension drawdown. Also arranges mortgages, home…
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,…
Location
Leodis Finance Ltd
Trajectory
1y · 2024–NowFinancial Health
Insufficient historyInsufficient history
Location
Mortgage Leeder Ltd
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StableStable · -78% CAGR over 3y
Location
REDHALL HEALTHCARE INVESTMENT GROUP LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StrongStrong
Location
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · -65% CAGR over 4y
Location
FINANCIAL MANAGEMENT PARTNERSHIP LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong · Growing · 0% CAGR over 4y
Location
Alexander Financial Solutions Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · Hiring · 19% CAGR over 4y
Location
DB Capital Brokers Ltd
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed
Location
Chris South Equity Release Specialist Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
A&M PROFESSIONAL SOLUTIONS LTD
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StrongStrong
Location
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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
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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