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Wealth Management Companies in Portsmouth: 46 Active Firms (2026)
Wealth management companies in Portsmouth advise affluent clients on investment portfolios, financial planning and asset protection across the coastal city region.
Demand is anchored in private-client advice rather than institutional asset management: affluent households, family groups, trustees and owner-managed business principals are the core buyers. Work tends to be adviser-led, with portfolio administration, retirement planning, estate-planning support and scheduled financial reviews wrapped into continuing relationships. Engagements are usually relationship-scale rather than enterprise-scale, built around recurring advice, delegated administration and periodic suitability checks. The operating model is correspondingly compact, with professional teams handling referrals, client onboarding and review cycles across Portsmouth and nearby coastal districts.
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Portsmouth has 46 actively trading wealth management companies in this cohort, making it a compact local market rather than a broad regional cluster. Reported headcount totals 156 people, which points to adviser-led practices with limited back-office depth and a reliance on professional networks for referrals. The market therefore reads as owner-managed practices, local financial-planning boutiques and small portfolio-administration teams, rather than national advice consolidators with Portsmouth offices.
Authorised investment advice, portfolio administration and retirement planning bring suitability, disclosure and record-keeping duties into ordinary operations. Work for trustees, families and owner-managed business principals also tends to require clearer documentation of risk appetite, capacity for loss and conflicts, especially where tax, inheritance and pension wrappers sit alongside investment selection. Portsmouth’s coastal client base does not change the rulebook, but it affects service style: repeat reviews, local referrals and long-duration client files matter more than transaction volume. Practices that outsource discretionary management still need oversight of recommendation quality and client communications.
Succession, compliance cost and client-retention pressure are likely to shape the next phase more than new market entry. The cohort appears weighted towards compact, adviser-led practices, so acquisition by advice groups and gradual back-office centralisation may be more common than standalone scaling. Client demand should remain relationship-driven, particularly where retirement, inheritance and business-owner wealth planning overlap. At the same time, fee transparency and suitability expectations tend to reward firms with disciplined review processes, while making it harder for very small practices to operate without shared administration or outsourced investment support.
46
Active firms
2026
0
Above £5M
reported revenue
4
Newer firms
incorporated since 2022
Key facts
8% of the cohort was incorporated since 2022 (4 firms), so a sizeable share is in its first few filing cycles.
Client mandates usually combine investment portfolio advice, financial planning and asset-protection work for affluent households.
Portsmouth’s wealth-management market appears mainly advice-led, with smaller practices sitting closer to client relationships than large institutions.
Operational scale tends to centre on adviser teams and portfolio administration rather than large institutional infrastructure.
Top Portsmouth Wealth Management companies
Cameron Asset Management Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice and planning services for individuals, including pensions, retirement planning, mortgages, investments, ISAs, life protection and estate planning. Also advises…
Serves individual clients and families in Portsmouth and Hampshire, including homeowners, first-time buyers, retirees, pension savers, investors, and people planning estates or inheritance tax.
Financial Health
StableStable · 0% CAGR over 4y
Location
GDT WEALTH MANAGEMENT LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management advice, including investment and savings planning, retirement planning, inheritance tax planning, protection planning, mortgages, and…
Serves private clients and business professionals in and around Hampshire, including business owners, company directors, senior executives, city professionals, retirees and people planning…
Financial Health
StableStable · Hiring · 9% CAGR over 4y
Location
Larcomes Financial Services Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals on investments, pensions, retirement planning, tax and inheritance planning, income and family protection, and long‑term care funding, helping…
Serves private individuals and families in Hampshire, the Isle of Wight and surrounding areas seeking independent financial advice on investments, pensions, tax planning, protection, retirement…
Financial Health
WeakWeak · -4% CAGR over 4y
Location
JAMES BLAKE AUDIT LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides accountancy, audit, tax planning, and bookkeeping services alongside business advisory support. Also offers financial planning, wealth and estate management, and legal advisory services for…
Serves businesses—especially SMEs and business owners—and private clients, including owners and their families seeking accountancy, tax, financial, legal and wealth advice. Also targets firms looking…
Financial Health
StrongStrong
Location
W WEALTH MANAGEMENT LTD
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advisory and wealth management services to individuals and business owners, including investment planning, pension advice, tax planning, personal protection, and…
Serves individuals, business owners and company directors seeking financial planning support, with a focus on clients in Fareham, Hampshire, Dorset and London, plus clients elsewhere in the UK.
Financial Health
HealthyHealthy · -54% CAGR over 4y
Location
DEEP BLUE FINANCIAL LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals, including pension and retirement planning, investment and savings advice, insurance protection, inheritance tax and estate planning, and wealth…
Serves individuals and families in Fareham and Hampshire seeking independent financial advice, including people planning retirement, managing investments, arranging protection, or considering estate…
Financial Health
StableStable · 1% CAGR over 4y
Location
ATTAIN WEALTH MANAGEMENT LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and wealth management advice to private individuals, businesses, sports professionals and media clients, including investment planning, retirement planning, and ongoing…
Serves private individuals, trusts, businesses of various sizes across multiple sectors, plus sports professionals and media clients seeking tailored financial planning and wealth advice.
Financial Health
WeakWeak · 0% CAGR over 2y
Location
Unity Wealth Management Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management services, advising individuals, couples, professionals and business owners on investments, retirement income planning, tax‑efficient strategies and…
Serves UK private clients, including professionals, business owners, individuals and couples planning for retirement, with emphasis on clients across Hampshire, Dorset and Sussex.
Financial Health
StrongStrong · Hiring · 6% CAGR over 4y
Location
Bourne Independent Financial Advisers Ltd
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals and businesses on investments, portfolio management, ISAs, unit trusts, bonds, and shares. Advises on pensions and retirement planning, including…
Serves mainly referred private clients, families, trustees and employers seeking personal wealth, pension, protection and inheritance planning advice, including those with company or occupational…
Financial Health
StableStable · 0% CAGR over 4y
Location
SARAH QUIRK ASSOCIATES LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management advice for individuals, families, and business owners. Services include investment and retirement planning, protection and mortgage advice,…
Serves individuals and families, private clients in or approaching retirement, SME business owners, and medical professionals such as NHS staff, GPs and dentists, with support also aimed at people…
Financial Health
WeakWeak · Hiring · 6% CAGR over 4y
Location
CHURCH'S FINANCIAL PLANNING LIMITED
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides independent financial planning and advisory services, including investment planning, pension consolidation, retirement planning, and portfolio management. Uses financial planning software…
Serves UK-based individuals and couples seeking financial planning, investment and pension advice, including people preparing for retirement, consolidating pensions, saving while working, or managing…
Financial Health
DistressedDistressed · -12% CAGR over 2y
Location
Hawkins Financial Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
LAWRENCE CLARKE LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial planning and advisory services to individuals, families and business owners, including retirement planning, wealth management, tax‑efficient income strategies,…
Serves individual clients, including families, professionals, business owners or directors, retirees and those planning retirement, inheritance or protection needs. Targets personal financial…
Financial Health
StableStable · Hiring · 6% CAGR over 4y
Location
Mark Graham Financial Services
Provides independent financial advice to individuals on investments, pensions, retirement planning, mortgages and insurance protection. Assesses client objectives, recommends financial products from…
Serves individual consumers and households seeking independent financial advice, from first-time mortgage buyers to people planning investments, protection and retirement.
Financial Health
Insufficient historyInsufficient history
Location
NEWMAN COZENS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management services, including investment portfolio management, tax‑efficient investment structuring, retirement planning, pension advice, and inheritance tax…
Sells to individual consumers seeking personal financial planning, particularly people with investments, pensions, savings and estates to manage. Serves clients needing retirement, tax and…
Financial Health
StableStable · -69% CAGR over 4y
Location
G&C Financial Services Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice on pensions, investments, insurance protection, mortgages and inheritance tax planning, helping individuals manage wealth, retirement planning and financial…
Serves UK consumers seeking personal financial advice, particularly individuals and households needing support with pensions, investments, protection, mortgages and inheritance tax planning.
Financial Health
WeakWeak · -4% CAGR over 4y
Location
Beckworth Services Limited
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides independent financial advice and planning services including investment management, pension planning, retirement strategies, inheritance tax planning, and guidance on life insurance and care…
Sells to individual consumers and families seeking independent financial advice, particularly around investments, pensions, retirement planning, inheritance planning, life insurance and care home…
Financial Health
StrongStrong · Growing, Hiring · 4% CAGR over 3y
Location
CONKER FINANCIAL SERVICES LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals and businesses, including investment planning, pensions, mortgage advice, and personal and business insurance protection. Searches the market to…
Serves private individuals, couples, homeowners, investors and retirees, alongside companies and business owners, seeking independent financial advisers for personal and business financial planning…
Financial Health
StableStable
Location
Sapphire Financial Planning Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides personal financial planning and advice, including pension planning, savings and investment strategies, retirement income, inheritance tax planning, and long‑term care planning, acting as an…
Serves individual consumers and families, including savers, pension holders, people planning inheritance or long-term care, and NHS staff across parts of England.
Financial Health
WeakWeak · Hiring · 18% CAGR over 2y
Location
Alliott Wingham
Provides chartered accountancy and business advisory services including accounting, auditing, bookkeeping, tax planning, company secretarial support, corporate finance advice, pensions and wealth…
Serves startups, established businesses and business owners, as well as private individuals and families seeking accountancy, tax, audit, business advisory and wealth-related support.
Location
TEMPLE PARAPLANNING LIMITED
Trajectory
3y · 2023–NowFinancial Health
Insufficient historyInsufficient history
Location
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice and planning services, including retirement planning, investment advice, insurance and protection products, and financial solutions for individuals and…
Serves individuals and businesses in the UK seeking independent financial advice, including personal clients planning retirement, investments or insurance, and business owners needing financial…
Financial Health
WeakWeak
Location
Bsmart Finance Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice to individuals on savings and investments, pensions, and protection products. Reviews clients’ financial circumstances and recommends suitable financial and…
Serves individual consumers in the UK seeking independent financial advice on savings, investments, pensions and protection, with an emphasis on long-term client relationships.
Financial Health
StableStable · 0% CAGR over 2y
Location
LIFESTYLE FINANCIAL PLANNING LIMITED
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides fee-only financial planning and investment advisory services, including goal setting, cash-flow and net-worth analysis, tax planning guidance, employee benefit review, and portfolio…
Serves individual consumers and households seeking fee-only financial planning, including people managing lifestyle goals, employee benefits, tax planning and life transitions.
Financial Health
HealthyHealthy · -4% CAGR over 3y
Location
CONTRACT MORTGAGE SOLUTIONS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · Hiring · 19% CAGR over 4y
Location
RFTL Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed
Location
REENERGISE FINANCE LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong · Hiring · 28% CAGR over 5y
Location
MAP Financial South Limited
Trajectory
1y · 2024–NowFinancial Health
Insufficient historyInsufficient history
Location
Hubert Child Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
ED DAVEY MORTGAGE SERVICES LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · -7% CAGR over 4y
Location
Complete Protection South Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
Chantlers Equity Release Solutions Limited
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
WeakWeak · 0% CAGR over 3y
Location
Fuse Financial Ltd
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
HealthyHealthy · 0% CAGR over 1y
Location
Magpie Money UK Limited
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StrongStrong · Growing, Hiring · 128% CAGR over 3y
Location
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How Portsmouth Wealth Management companies work and how to sell to them
What they do
Portsmouth wealth managers usually earn revenue through recurring advice fees, portfolio-administration charges and initial planning work, rather than high-volume transactions. Fees are often linked to assets under advice, fixed annual retainers, staged planning fees or implementation work around pensions, tax wrappers and estate arrangements. The service shape is part regulated advice, part administration and part relationship management: fact-finding, suitability letters, investment-policy discussions, review meetings and liaison with tax or legal advisers. Smaller practices may outsource investment management or custody, but they still own the client relationship, the advice file and the rhythm of annual reviews.
Who they sell to
Most buyers are individuals or small groups, not corporate procurement teams: retired professionals, households preparing for retirement, trustees, families dealing with inheritance, and business owners planning an exit or extracting wealth from a company. The economic decision-maker is usually the client, sometimes with a spouse, trustee board, accountant or solicitor influencing the choice. Contract value depends on assets and advice scope rather than seat count, so conversations tend to start with trust, credentials and clarity on fees. Sales cycles are commonly referral-led and meeting-led; formal RFPs are uncommon except where trustees or professional advisers are coordinating a selection process.
What they buy
Most wealth management firms tend to spend on systems that reduce adviser administration and protect the client file: client relationship management, onboarding workflows, identity checks, suitability-report production, risk-profiling tools, document storage, secure messaging and review scheduling. They also buy accountancy, payroll, professional indemnity advice, compliance support, cyber security, website management, local search marketing and specialist recruitment for advisers, paraplanners and administrators. Because teams are compact, suppliers that remove manual work without creating a long implementation project usually have an easier hearing. Integration with portfolio administration, pension and tax workflows matters more than broad claims about sales productivity.
Why and how to sell to them
Wealth management buyers tend to evaluate vendors when the workload around reviews, suitability evidence or client communications starts to outgrow the administrative team. Other triggers include adviser recruitment, a retiring principal, a client-book acquisition, a change in outsourced investment arrangements, new fee-disclosure work or a move to standardise files before sale. Outbound that works in this sector is usually specific and operational: show how the offer shortens fact-finds, improves audit trails, reduces rekeying or helps clients understand fees. Generic growth messaging is weaker than evidence that a small Portsmouth practice can keep personal service while tightening process control.
How this list is built
Data sources
This list is built from UK Companies House filings, XBRL accounts data, and semantic analysis of each company's public website. Revenue and headcount figures come from the most recent filed accounts; where the company has not filed, values are estimated using a model trained on filed history and peer benchmarks and are labelled as estimates.
Classification
Rather than relying solely on SIC codes, Firmbase classifies each company semantically: the company's website is crawled, an AI model reads what the company actually sells, and the company is placed into the relevant industry and subsectors. SIC codes are used as one signal but not the only one. This means a company that registered under a generic SIC code but pivoted into (for example) fintech is correctly identified as fintech, not as its original SIC category.
Freshness
The underlying company data is refreshed from Companies House continuously; filings appear in the list within days of submission. The curated list ordering is regenerated when the underlying data moves meaningfully (company count changes by more than 5%, a new company enters the top-ranked segment, or the filed-revenue numbers for the top firms change). You can see the last-updated timestamp near the top of the page.
Also in Portsmouth
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Frequently asked questions
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