B2B Companies Using VouchedFor in the UK: 68 Active Firms (2026)

Updated June 2026

B2B review-tech adopters use trust and reputation tooling to support consultative sales in the UK business-services market.

Within consultative B2B services, adviser-review tooling tends to sit close to the revenue team rather than the IT estate. Wealth managers, accountants and insurance intermediaries use it to give prospects external validation before a call, proposal or referral hand-off. Adoption usually signals a direct-channel posture: enough inbound traffic to merit public proof points, a compliance-aware marketing function, and sales cycles where individual adviser credibility matters. The typical buyer is not chasing high-volume checkout conversion; it is trying to reduce perceived risk in relationship-led procurement and professional-client selection.

The UK adoption cohort is small: 68 trading companies are detected running this review-validation stack. Reported headcount totals 638, which points to a mainly owner-managed and small-team footprint rather than enterprise deployment. In the detected reviews category, the system sits ninth with a 1.6% share of a 4,341-company sector denominator, behind broader horizontal review tools and several vertical review plugins. Registered offices skew towards London at 20.6%, with North West at 14.7%, South East at 11.8%, South West at 10.3% and East Midlands at 8.8%.

Regulatory exposure follows the underlying activity, not the review widget. Financial-advice, insurance, telecoms, data-processing and professional-service users may carry different permissions, conduct rules and client-record duties, so procurement teams tend to treat reputation software as part of a wider compliance stack. The ICO position matters for direct marketing around these sites: PECR covers live and automated calls, electronic mail and fax; corporate email and text marketing does not require PECR consent, but senders must identify themselves and offer a valid opt-out route. UK GDPR still applies where business-contact personal data is processed, and live B2B calling requires CTPS and TPS screening where relevant.

Adoption appears likely to remain selective rather than universal. The main pull is from adviser-led services where reputation is personal, search journeys begin before a referral call, and buyers want evidence of client experience without disclosing much internal process. Review validation also tends to be bundled with marketing automation, website analytics and paid-acquisition work, which makes agency and compliance oversight part of the buying cycle. Scale-up scarcity in this cohort suggests replacement and consolidation may matter as much as new adoption, especially where firms standardise on fewer public proof-point systems.

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

Adoption by company size

Adoption of VouchedFor varies by company size across the trading UK B2B companies in this cohort. 0.1% of the 76,784 companies with under 10 employees run VouchedFor (48 detected). 0.1% of the 31,788 companies with 10–50 employees run VouchedFor (20 detected). 0% of the 3,773 companies with over 50 employees run VouchedFor (0 detected). That is a 0.1% gap between the over 50 employees and under 10 employees bands.

Active firms

2026

1.6%

Of detected Reviews share

UK B2B

Median headcount

Filed accounts

155

Verified directors

Across this cohort

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Key facts

2% of the cohort was incorporated since 2022 (2 firms), so a sizeable share is in its first few filing cycles.

The review system in scope accounts for 1.6% of 4,341 B2B companies with a detected review system, ranking ninth among the listed systems.

The sector mix skews towards advisory services: 66.2% (45) are tagged wealth management, 26.5% (18) accounting and audit, and 5.9% (4) insurance.

London accounts for 20.6% (14) of the cohort, ahead of the North West at 14.7% (10) and the South East at 11.8% (8).

Co-detected marketing infrastructure is common: 69.1% (47) show bot-filtering tooling, 63.2% (43) tag-management tooling and 47.1% (32) paid-search tooling.

B2B marketing use still sits under PECR and UK GDPR where direct marketing or personal data is involved; ICO guidance also requires clear sender identity and a valid opt-out route.

Reviews & ratings market share among UK B2B

VouchedFor

Other / long tail

Share of the 4,341 UK B2B with a detectable system. As of June 2026.

What else do VouchedFor-running B2B run?

Captivate

Share of the 68 VouchedFor-running UK companies where each technology was also detected. As of June 2026.

Where VouchedFor B2B are, and how healthy they look

By region

London

North West

South East

South West

East Midlands

Rest of UK

By registered-office region; companies without a regional match count toward Rest of UK.

By financial health

Strong

Healthy

Stable

Weak

Distressed

Insufficient history

From filed accounts; firms with fewer than two filings show as insufficient history.

Median headcount

£496.7K

Median UK turnover

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 108 companies, alongside financials and websites, in one Excel + CSV file.

Top UK B2B using VouchedFor

Ranked by sales-readiness score: an AI model assesses what each company does, its sector and size, and scores its overall fit. Best-fit prospects appear first.

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

B Compliant Ltd

B Compliant

Management Consulting

6 employeesInc. 2017ManchesterCH 10913606

b-compliant.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash46 / 100

Headcount100 / 100

What does B Compliant Ltd do?

Provides FCA regulatory compliance consulting for financial services firms. Offers outsourced compliance support, FCA authorisation assistance, regulatory health checks, file reviews, due diligence,…

Who does B Compliant Ltd sell to?

Serves FCA-regulated financial services firms, including investment firms and businesses seeking authorisation, that need external compliance support or outsourced compliance capability.

Key contacts (1)

Victoria Jane Pearce

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£366.3KEstimate

Founded

8 years ago

Since Aug 2017

Manchester

Financial health

Financial Health

Strong

Strong · Hiring · 19% CAGR over 4y

Hiring

Location

378-380 Deansgate

Manchester, M3 4LY

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Employee Benefits Partnership Ltd

EBP Financial Planning

InsuranceWealth Management

3 employeesInc. 2012WokinghamCH 07901143

ebplimited.com/employeebenefits

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Financial sub-scores

Computed from 5 filings

Net assets39 / 100

Cash59 / 100

Headcount40 / 100

What does Employee Benefits Partnership Ltd do?

Provides employee benefits consultancy to employers and pension trustees, including workplace pension scheme setup and reviews, automatic enrolment support, trustee services, workplace insurance…

Who does Employee Benefits Partnership Ltd sell to?

Serves organisations, employers and pension scheme trustees, alongside employees of corporate clients and other private individuals seeking financial planning support.

Key contacts (3)

Martin Paul McEvoy

Director

Iain Henshall

Director

Neil James McCormack

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£312.7KEstimate

Founded

14 years ago

Since Jan 2012

Wokingham

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Unit 8 Millars Brook, Molly Millars Lane

Wokingham, RG41 2AD

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UK INVESTMENT SOLUTIONS LTD

Beyond Advice

Wealth ManagementInsurance

20 employeesInc. 2014LiverpoolCH 09305214

beyondadvice.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash27 / 100

Headcount100 / 100

What does UK INVESTMENT SOLUTIONS LTD do?

Provides support services to financial advisers and financial planning firms, including business development guidance, resources, and regulatory oversight through an FCA‑authorised network, helping…

Who does UK INVESTMENT SOLUTIONS LTD sell to?

Serves financial advisers and financial planning business owners seeking business support, strategic guidance and a regulated advice network, including advisers looking to join or grow their practice.

Key contacts (1)

Michael John Hornby

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£343.2KEstimate

Founded

11 years ago

Since Nov 2014

Liverpool

Financial health

Financial Health

Strong

Strong · Hiring · 78% CAGR over 4y

Hiring

Location

3rd Floor, Helix, Edmund Street

Liverpool, L3 9NY

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Crawford Dean Wealth Management Ltd

Crawford Dean Wealth Management

Wealth Management

14 employeesInc. 2020Stanmore, MiddlesexCH 13014075

crawforddean.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash88 / 100

Headcount40 / 100

What does Crawford Dean Wealth Management Ltd do?

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

Who does Crawford Dean Wealth Management Ltd sell to?

Serves private clients, individuals and families, as well as business owners, company directors, corporate clients, professional partnerships and trustees seeking financial planning support.

Key contacts (2)

Niraj Patwa

Director

Nigel Kerin

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.8MEstimate

Founded

5 years ago

Since Nov 2020

Stanmore, Middlesex

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 3y

Growing

Location

C/O Parker Cavendish, Suite 301, Stanmore Business And Innovation Centre, Howard Road

Stanmore, Middlesex, HA7 1FW

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ILUMITI LLP

Ilumiti

Wealth Management

15 employeesInc. 2013Guildford, SurreyCH OC386425

ilumiti.co.uk

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Financial sub-scores

Computed from 3 filings

Cash22 / 100

Headcount40 / 100

What does ILUMITI LLP do?

Provides financial advice and planning services for employers and individuals, including workplace pensions, employee benefits schemes, healthcare benefits, investment planning and private wealth…

Who does ILUMITI LLP sell to?

Serves UK employers and HR teams managing employee benefits, alongside UK-based individuals seeking private wealth and personal financial planning advice.

Key contacts (6)

Jack Lee Saunders

Llp Member

Benjamin John Trillow

Llp Member

Daniel Peter Mills

Llp Member

Garin Paul Squires

Llp Designated Member

David Gordon Pugh

Llp Designated Member

Richard Hoare

Llp Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.7MEstimate

Founded

13 years ago

Since Jul 2013

Guildford, Surrey

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

Ashbourne House The Guildway, Old Portsmouth Road, Artington

Guildford, Surrey, GU3 1LR

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Anders Bayley Scott Ltd

Anders Bayley Scott

Wealth Management

15 employeesInc. 2011Brighton, SurreyCH 07889267

andersbayleyscott.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets90 / 100

Cash100 / 100

Headcount100 / 100

What does Anders Bayley Scott Ltd do?

Provides independent financial advice and planning services including retirement planning, investment planning, care fee planning for later life, workplace pensions and employee benefits. Advises…

Who does Anders Bayley Scott Ltd sell to?

Serves private clients, trustees and businesses, mainly in London and South East England, including retirees or later-life planners, investors with £150k+, and employers managing workplace pensions…

Key contacts (4)

Simeon John Adams

Director

Colin Hare

Director

Kevin Michael Ceurvorst

Director

Anthony Graham George Laverick

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£806.3KEstimate

Founded

14 years ago

Since Dec 2011

Brighton, Surrey

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 14% CAGR over 4y

GrowingHiring

Location

5th Floor Park Gate, 161-163 Preston Road

Brighton, Surrey, BN1 6AU

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Twelve Wealth Management Limited

Twelve Wealth Management

Wealth Management

13 employeesInc. 2018LondonCH 11436142

twelvewm.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets57 / 100

Cash100 / 100

Headcount67 / 100

What does Twelve Wealth Management Limited do?

Provides financial planning and wealth management advice to private individuals and businesses, including investment management, retirement planning, inheritance tax planning, protection planning,…

Who does Twelve Wealth Management Limited sell to?

Serves private and corporate clients across the UK, including senior executives, company directors, City professionals, contractors, business owners and people planning for or living in retirement.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.6MEstimate

Founded

8 years ago

Since Jun 2018

London

Financial health

Financial Health

Healthy

Healthy · Hiring · 9% CAGR over 2y

Hiring

Location

925 Finchley Road

London, NW11 7PE

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IQ&CO LIMITED

Wealth Management

7 employeesInc. 2017HolywoodCH NI645266

iqandco.com

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Financial sub-scores

Computed from 3 filings

Net assets92 / 100

Cash100 / 100

Headcount65 / 100

What does IQ&CO LIMITED do?

Provides financial planning and advisory services including investment planning, retirement planning, insurance and protection, legacy and estate planning, mortgage advice, and tax planning. Also…

Who does IQ&CO LIMITED sell to?

Serves individuals, families and business owners across Northern Ireland, including clients seeking personal financial planning and employers needing employee benefits, business pensions and tax…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£888.8KEstimate

Founded

9 years ago

Since Apr 2017

Holywood

Financial health

Financial Health

Strong

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

GrowingHiring

Location

1st Floor, 45 High Street

Holywood, BT18 9AB

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WOODRUFF HILL WEALTH MANAGEMENT LIMITED

Woodruff Hill

Wealth Management

7 employeesInc. 2017Doncaster, South YorkshireCH 10571912

woodruffhill.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets28 / 100

Cash34 / 100

Headcount40 / 100

What does WOODRUFF HILL WEALTH MANAGEMENT LIMITED do?

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

Who does WOODRUFF HILL WEALTH MANAGEMENT LIMITED sell to?

Serves private clients, business owners, company directors, employers and professionals seeking financial planning, wealth management, retirement, protection and financial wellbeing advice.

Key contacts (1)

Andrew Stuart Woodruff

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£893.7KEstimate

Founded

9 years ago

Since Jan 2017

Doncaster, South Yorkshire

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

6 Sea King Drive, Auckley

Doncaster, South Yorkshire, DN9 3QR

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SPECTRUM WEALTH GROUP LTD

Spectrum Wealth

Wealth Management

10 employeesInc. 2020GlasgowCH SC682808

spectrumwealthgroup.com

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does SPECTRUM WEALTH GROUP LTD do?

Provides financial planning and advisory services including retirement planning, cashflow modelling, estate planning and risk assessment. Advises individuals, families and business owners, and…

Who does SPECTRUM WEALTH GROUP LTD sell to?

Serves individual clients and businesses, including retirees, business owners, professionals and families, plus employers seeking workplace pensions, group risk, insurance and employee benefits.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£488.3KEstimate

Founded

5 years ago

Since Dec 2020

Glasgow

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 29% CAGR over 2y

GrowingHiring

Location

4/5 Turnberry House, 175 West George Street

Glasgow, G2 2LB

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Mearns & Company Limited

Mearns

Wealth Management

26 employeesInc. 2005EdinburghCH SC288945

mearnscompany.com

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Financial sub-scores

Computed from 3 filings

Net assets76 / 100

Cash79 / 100

Headcount46 / 100

What does Mearns & Company Limited do?

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

Who does Mearns & Company Limited sell to?

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

Key contacts (3)

Graeme McInally

Director

Graeme Alexander Brown

Director

Malcolm Lamont Steel

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.4MEstimate

Founded

20 years ago

Since Aug 2005

Edinburgh

Financial health

Financial Health

Healthy

Healthy · Growing · 2% CAGR over 2y

Growing

Location

112 Commercial Street

Edinburgh, EH6 6NF

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TEMPLE MEWS WEALTH MANAGEMENT LIMITED

Temple Mews Financial Planning

Wealth Management

0 employeesInc. 2019Stourbridge, West MidlandsCH 11996895

templemewsfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount0 / 100

What does TEMPLE MEWS WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management advice to individuals, business owners, and company directors. Services include investment planning, retirement planning, protection and insurance…

Who does TEMPLE MEWS WEALTH MANAGEMENT LIMITED sell to?

Serves business owners, company directors, city professionals and private clients, including families seeking wealth management and financial planning advice across the Midlands.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£496.3KEstimate

Founded

7 years ago

Since May 2019

Stourbridge, West Midlands

Financial health

Financial Health

Healthy

Healthy · -63% CAGR over 4y

Location

Temple Mews Stamford Courtyard, Enville

Stourbridge, West Midlands, DY7 5EX

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XPS Group

Not-for-profit / CharityInsurance

7 employeesInc. 1999ReadingCH 03842603

xpsgroup.com

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What does XPS Group do?

Provides pensions consulting, actuarial and covenant advisory, investment consulting, and administration services for occupational pension schemes. Also offers trustee governance support,…

Who does XPS Group sell to?

Serves UK pension schemes, trustees, employers and scheme members, as well as insurers in the life and bulk annuities market. Targets organisations needing pensions advisory, administration,…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£97.8KEstimate

Founded

26 years ago

Since Sep 1999

Reading

Location

Phoenix House, 1 Station Hill

Reading, RG1 1NB

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Network Ventures (UK) Ltd

Network Ventures Financial Strategies

Wealth Management

6 employeesInc. 2011Consett, County DurhamCH 07604342

networkventuresfs.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets49 / 100

Headcount26 / 100

What does Network Ventures (UK) Ltd do?

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

Who does Network Ventures (UK) Ltd sell to?

Serves a mix of B2B and private clients, including private equity and corporate finance professionals, business owners, company directors, individuals and families.

Key contacts (2)

Nichola Jane Louise Brant

Director

Oliver James Brant

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£396.6KEstimate

Founded

15 years ago

Since Apr 2011

Consett, County Durham

Financial health

Financial Health

Stable

Stable · -4% CAGR over 4y

Location

Office 64 Viewpoint, Derwentside Business Centre

Consett, County Durham, DH8 6BN

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Elite-Wealth Management UK Ltd

Elite-Wealth Management

Wealth Management

5 employeesInc. 2009Penzance, CornwallCH 06804590

elite-wealthmanagement.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets82 / 100

Cash80 / 100

Headcount40 / 100

What does Elite-Wealth Management UK Ltd do?

Provides independent financial advice to individuals and businesses, covering personal and corporate pensions, mortgages, equity release, investment planning, inheritance tax planning, and protection…

Who does Elite-Wealth Management UK Ltd sell to?

Serves private individuals and families, plus business owners and corporate clients, including small businesses working with accountants or solicitors, primarily in Cornwall, Plymouth, London and the…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£497.1KEstimate

Founded

17 years ago

Since Jan 2009

Penzance, Cornwall

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 4y

Growing

Location

Trevear House Old County Court, Alverton Terrace

Penzance, Cornwall, TR18 4GH

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Form Financial Clarity Limited

Form Financial Clarity

Wealth Management

12 employeesInc. 2004Droitwich SPA, WorcestershireCH 05123232

formfinancialclarity.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets39 / 100

Cash100 / 100

Headcount40 / 100

What does Form Financial Clarity Limited do?

Provides financial planning and wealth management advice, including investment planning, retirement and pension advice, protection insurance, mortgages, and employee benefits. Works with private…

Who does Form Financial Clarity Limited sell to?

Serves private clients, business owners, company directors, senior corporate executives, sports professionals, charities, and employers seeking employee benefits support.

Key contacts (2)

David London

Director

Mark Ian Beddowes

Director

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Company vitals

UK Headcount

UK Revenue

£3.1MEstimate

Founded

22 years ago

Since May 2004

Droitwich SPA, Worcestershire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 2y

Location

No.1 The Paddocks, Impney Estate

Droitwich Spa, Worcestershire, WR9 0BL

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John Scott Davidson Limited

John Scott Davidson

Wealth Management

17 employeesInc. 2010StirlingCH SC383759

partnership.sjp.co.uk/johnscottdavidson

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Financial sub-scores

Computed from 5 filings

Net assets42 / 100

Cash100 / 100

Headcount100 / 100

What does John Scott Davidson Limited do?

Provides financial planning and wealth management advice to individuals, business owners and companies, including investment planning, retirement planning, protection, mortgages, corporate financial…

Who does John Scott Davidson Limited sell to?

Serves individuals, private clients, business owners, company directors, contractors, medical professionals and family-owned businesses in central Scotland.

Key contacts (1)

John Scott Davidson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£516.9KEstimate

Founded

15 years ago

Since Aug 2010

Stirling

Financial health

Financial Health

Healthy

Healthy · Hiring · 17% CAGR over 4y

Hiring

Location

6 Pitt Terrace

Stirling, FK8 2EZ

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CASTLEGATE FINANCIAL MANAGEMENT LIMITED

Castlegate

Wealth Management

35 employeesInc. 1986LincolnshireCH 02077374

casfin.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets35 / 100

Cash100 / 100

Headcount44 / 100

What does CASTLEGATE FINANCIAL MANAGEMENT LIMITED do?

Provides independent financial advice and planning services to individuals, families and businesses, including investment management, retirement planning, protection and insurance advice, tax…

Who does CASTLEGATE FINANCIAL MANAGEMENT LIMITED sell to?

Serves UK individuals and families with personal wealth, retirement, tax or legacy planning needs, plus employers and business owners across sectors responsible for staff and business financial…

Key contacts (1)

Graeme Hills

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.1MEstimate

Founded

39 years ago

Since Nov 1986

Lincolnshire

Financial health

Financial Health

Stable

Stable · 3% CAGR over 1y

Location

8 Castlegate, Grantham

Lincolnshire, NG31 6SE

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Nori Financial Limited

Nori Financial

Wealth Management

5 employeesInc. 2016BlackburnCH 10174812

norifinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash55 / 100

Headcount75 / 100

What does Nori Financial Limited do?

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

Who does Nori Financial Limited sell to?

Serves private clients, retirees, business owners, professional partnerships, senior corporate executives and company directors, primarily individuals and businesses in the North West seeking…

Key contacts (2)

Charlotte Elaine Thompson

Director

Thomas Geoffrey Ian Thompson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£572.5KEstimate

Founded

10 years ago

Since May 2016

Blackburn

Financial health

Financial Health

Strong

Strong · Hiring · 6% CAGR over 4y

Hiring

Location

Suite 14, The Beehive Lions Drive, Shadsworth Business Park

Blackburn, BB1 2QS

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Phillip Bates & Co Financial Services Limited

Bates Financial Services

Wealth Management

9 employeesInc. 1998South Wirral, CheshireCH 03637771

pbatesfs.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets75 / 100

Cash93 / 100

Headcount59 / 100

What does Phillip Bates & Co Financial Services Limited do?

Provides independent financial advice to individuals and businesses, covering pensions, investments, retirement planning, inheritance tax planning, life assurance, health insurance, and annuities,…

Who does Phillip Bates & Co Financial Services Limited sell to?

Serves individuals, families, business owners and companies with personal and commercial financial planning needs, including pensions, investments, protection and inheritance tax.

Key contacts (1)

Alan John Mellor

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£382.7KEstimate

Founded

27 years ago

Since Sep 1998

South Wirral, Cheshire

Financial health

Financial Health

Healthy

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

GrowingHiring

Location

5 Chester Road, Neston

South Wirral, Cheshire, CH64 9PA

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SMITH JACKSON WEALTH MANAGEMENT LIMITED

Smith Jackson Wealth Management

Wealth Management

15 employeesInc. 2022Haslingden, LancashireCH 13857539

smithjackson.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets34 / 100

Cash100 / 100

Headcount40 / 100

What does SMITH JACKSON WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management advice to business owners, executives and private clients. Services include investment planning, retirement planning, protection and insurance…

Who does SMITH JACKSON WEALTH MANAGEMENT LIMITED sell to?

Serves business owners, senior corporate executives, company directors, retirees and private clients seeking financial advice for personal, family and business wealth.

Key contacts (3)

Nicholas Dewhurst-Madejczyk

Director

Mary Teresa Banks

Director

Zoe Birchall

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

4 years ago

Since Jan 2022

Haslingden, Lancashire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 2y

Location

Suite 6b Link 665 Business Centre, Todd Hall Road

Haslingden, Lancashire, BB4 5HU

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Enver Wealth Management Limited

Enver Wealth Management

Wealth ManagementAsset Management

13 employeesInc. 2015LondonCH 09598411

enverwm.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets79 / 100

Cash87 / 100

Headcount100 / 100

What does Enver Wealth Management Limited do?

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

Who does Enver Wealth Management Limited sell to?

Serves UK individuals and corporate clients, including medical professionals, company directors, contractors and private clients seeking wealth management advice.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4MEstimate

Founded

11 years ago

Since May 2015

London

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 29% CAGR over 3y

GrowingHiring

Location

Afe Accountants Limited Building 4, North London Business Park, Oakleigh Road South

London, N11 1GN

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Prosperity IFA Limited

Prosperity IFA

Wealth Management

5 employeesInc. 2011Crowborough, East SussexCH 07538346

prosperityifa.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash13 / 100

Headcount100 / 100

What does Prosperity IFA Limited do?

Provides independent financial advice and planning services to individuals and businesses, including wealth management, mortgage advice, workplace pension planning, employee benefits consulting, and…

Who does Prosperity IFA Limited sell to?

Serves a mix of B2C and B2B clients, including individuals, families, first-time buyers, remortgagers and property investors, plus businesses needing workplace pensions, employee benefits, business…

Key contacts (1)

Simon Charles Director Munday

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£370.6KEstimate

Founded

15 years ago

Since Feb 2011

Crowborough, East Sussex

Financial health

Financial Health

Healthy

Healthy · Hiring · 28% CAGR over 4y

Hiring

Location

Tubwell Farm, Tubwell Lane

Crowborough, East Sussex, TN6 3RQ

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SWIFTSURE WEALTH MANAGEMENT LIMITED

Swiftsure Wealth Management

Wealth Management

11 employeesInc. 2021KnutsfordCH 13147346

swiftsurewealthmanagement.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets85 / 100

Cash100 / 100

Headcount0 / 100

What does SWIFTSURE WEALTH MANAGEMENT LIMITED do?

Provides personal and corporate financial planning and wealth management advice, including investment planning, retirement planning, protection insurance, inheritance tax planning, mortgages,…

Who does SWIFTSURE WEALTH MANAGEMENT LIMITED sell to?

Serves private individuals, families, business owners and corporate clients who need advice on managing, preserving or transferring wealth and protecting personal or business finances.

Key contacts (1)

Justin Heap

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

5 years ago

Since Jan 2021

Knutsford

Financial health

Financial Health

Healthy

Location

1 Church Hill

Knutsford, WA16 6DH

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HEARNDEN & WESTON WEALTH MANAGEMENT LIMITED

Hearnden & Weston Wealth Management

Wealth Management

12 employeesInc. 2014Solihull, West MidlandsCH 09244611

hearndenandwestonwm.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets13 / 100

Cash7 / 100

Headcount54 / 100

What does HEARNDEN & WESTON WEALTH MANAGEMENT LIMITED do?

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

Who does HEARNDEN & WESTON WEALTH MANAGEMENT LIMITED sell to?

Serves individuals, families and businesses across the UK, including private clients, business owners, company directors, contractors and legal professionals.

Key contacts (2)

Abigail Claire Poole

Director

Nicky James Hearnden

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

11 years ago

Since Oct 2014

Solihull, West Midlands

Financial health

Financial Health

Weak

Weak · 4% CAGR over 2y

Location

The Old School House 2360 Stratford Road, Hockley Heath

Solihull, West Midlands, B94 6QT

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Ford Wealth Management LLP

Ford Wealth Management

Wealth Management

2 employeesInc. 2012Bridgwater, SomersetCH OC380752

darrenford.co.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

What does Ford Wealth Management LLP do?

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

Who does Ford Wealth Management LLP sell to?

Serves individuals and businesses in the south of England, including business owners, senior corporate executives and company directors seeking wealth and financial planning advice.

Key contacts (1)

Andrea Ford

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£447.6K

Founded

13 years ago

Since Dec 2012

Bridgwater, Somerset

Financial health

100

Financial Health

Strong

Location

4 King Square

Bridgwater, Somerset, TA6 3YF

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Platinum Financial Planning Limited

Platinum Group

Wealth Management

18 employeesInc. 2012BelfastCH NI613564

platinumgroup.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets71 / 100

Cash100 / 100

Headcount79 / 100

What does Platinum Financial Planning Limited do?

Provides independent financial planning and wealth management advice to individuals and businesses. Services include retirement planning, investment planning, pensions, employee benefits advice, and…

Who does Platinum Financial Planning Limited sell to?

Serves individuals, businesses and partner organisations needing financial planning, including wealth builders, retirees from public and private sector careers, business owners exiting companies,…

Key contacts (1)

Jonathan Jordan Scott

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£511.3KEstimate

Founded

14 years ago

Since Jul 2012

Belfast

Financial health

Financial Health

Strong

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

GrowingHiring

Location

157 Upper Newtownards Road

Belfast, BT4 3HX

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SPILLANE & CO. WEALTH MANAGEMENT LTD

Spillane & Wealth Management

Wealth Management

0 employeesInc. 2005Conwy, ClwydCH 05501021

spillaneandcompany.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount0 / 100

What does SPILLANE & CO. WEALTH MANAGEMENT LTD do?

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

Who does SPILLANE & CO. WEALTH MANAGEMENT LTD sell to?

Serves private individuals and corporate clients, including existing and retired police officers and staff, medical professionals, business owners, retirees and people planning retirement.

Key contacts (2)

Charlotte Spillane

Director

William Christopher Spillane

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

21 years ago

Since Jul 2005

Conwy, Clwyd

Financial health

Financial Health

Healthy

Healthy · -81% CAGR over 3y

Location

The Old Bank 44 Conway Road, Colwyn Bay

Conwy, Clwyd, LL29 7HT

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CHARTWELL FINANCIAL SERVICES LIMITED

Chartwell Wealth Management

Wealth Management

12 employeesInc. 1991WarringtonCH 02578206

chartwellfs.com

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Financial sub-scores

Computed from 5 filings

Profitability66 / 100

Net assets71 / 100

Cash82 / 100

Headcount26 / 100

What does CHARTWELL FINANCIAL SERVICES LIMITED do?

Provides financial planning and advisory services to individuals and businesses, including advice on savings and investments, pensions, retirement planning, tax and estate planning, financial…

Who does CHARTWELL FINANCIAL SERVICES LIMITED sell to?

Serves a mix of B2C and B2B clients: private individuals planning pensions, investments, retirement and estates, and businesses managing workplace pensions and employee benefits.

Key contacts (1)

George Alexander Newton Fletcher

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3M

Founded

35 years ago

Since Jan 1991

Warrington

Financial health

Financial Health

Healthy

Healthy · Profitable · -4% CAGR over 4y

Profitable

Location

Chapel House Barn Pillmoss Lane, Lower Whitley

Warrington, WA4 4DW

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VITTY ALEXANDER WEALTH MANAGEMENT LTD

Vitty Alexander Wealth Management

Wealth Management

6 employeesInc. 2014Sheffield, South YorkshireCH 08915728

vittyalexander.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets96 / 100

Cash100 / 100

Headcount70 / 100

What does VITTY ALEXANDER WEALTH MANAGEMENT LTD do?

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

Who does VITTY ALEXANDER WEALTH MANAGEMENT LTD sell to?

Sells to individuals and businesses across the UK seeking wealth management advice, including personal clients planning investments, retirement, protection and intergenerational wealth, as well as…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£870.9KEstimate

Founded

12 years ago

Since Feb 2014

Sheffield, South Yorkshire

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 10% CAGR over 2y

GrowingHiring

Location

The Old Bank 997 Abbeydale Road, Millhouses

Sheffield, South Yorkshire, S7 2QE

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Foxgrove Associates Limited

Foxgrove Associates

Wealth ManagementInsurance

5 employeesInc. 2010Croydon, SurreyCH 07307932

foxgroveassociates.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets35 / 100

Cash59 / 100

Headcount40 / 100

What does Foxgrove Associates Limited do?

Provides independent financial planning and advisory services for individuals and businesses, including investment and savings advice, retirement and pension planning, tax planning, insurance and…

Who does Foxgrove Associates Limited sell to?

Serves private individuals, families and businesses, including retirement savers, investors, mortgage customers, employers with workplace pensions, and company directors or shareholders in Kent,…

Key contacts (2)

Susan Tracey Keepen

Director

Graham Anthony Keepen

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£307.6KEstimate

Founded

16 years ago

Since Jul 2010

Croydon, Surrey

Financial health

Financial Health

Stable

Stable · 0% CAGR over 3y

Location

Airport House, Suite 43 - 45, Purley Way

Croydon, Surrey, CR0 0XZ

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ANDERSON FINANCIAL MANAGEMENT LIMITED

Anderson Financial Management

Wealth Management

10 employeesInc. 2012BristolCH 07990416

andersonfinancial.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets0 / 100

Cash100 / 100

Headcount57 / 100

What does ANDERSON FINANCIAL MANAGEMENT LIMITED do?

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

Who does ANDERSON FINANCIAL MANAGEMENT LIMITED sell to?

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

Key contacts (2)

Anthony David Frederick Anderson

Director

Jessica Claire Anderson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£530KEstimate

Founded

14 years ago

Since Mar 2012

Bristol

Financial health

Financial Health

Stable

Stable · Hiring · 5% CAGR over 2y

Hiring

Location

Saville Court 10-11 Saville Place, Clifton

Bristol, BS8 4EJ

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Russell Greer Wealth Management Limited

Russell Greer Wealth Management

Wealth Management

3 employeesInc. 2013LondonCH 08534208

russellgreer.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets0 / 100

Cash100 / 100

Headcount40 / 100

What does Russell Greer Wealth Management Limited do?

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

Who does Russell Greer Wealth Management Limited sell to?

Serves private clients and corporate clients, including business owners, company directors, senior executives, City professionals and sports professionals.

Key contacts (1)

Russell William Greer

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£357.2KEstimate

Founded

13 years ago

Since May 2013

London

Financial health

Financial Health

Weak

Weak · 0% CAGR over 3y

Financial distressTechnical insolvency

Location

9 Hare & Billet Road

London, SE3 0RB

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Adams & Bowles Wealth Management Ltd

Adams & Bowles Wealth Management

Wealth Management

5 employeesInc. 2019West Malling, KentCH 12211708

adamsandbowleswm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Adams & Bowles Wealth Management Ltd do?

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

Who does Adams & Bowles Wealth Management Ltd sell to?

Serves private clients, families, business owners and senior corporate executives across South East England and London.

Key contacts (2)

Luke Christopher Adams

Director

Daniel Christopher Bowles

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£301.7KEstimate

Founded

6 years ago

Since Sep 2019

West Malling, Kent

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 14% CAGR over 4y

GrowingHiring

Location

Suite1 30 Churchill Square, Kings Hill

West Malling, Kent, ME19 4YU

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The Pentelow Practice Limited

Pentelow Wealth Management

Wealth Management

20 employeesInc. 1998Bradford, West YorkshireCH 03507173

pentelow-wealth-management.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets72 / 100

Cash48 / 100

Headcount57 / 100

What does The Pentelow Practice Limited do?

Provides financial planning and wealth management services for private and corporate clients. Advises on investment planning, retirement planning, protection, mortgages, and intergenerational wealth,…

Who does The Pentelow Practice Limited sell to?

Serves private clients with significant capital or higher incomes, alongside business owners, company directors, senior corporate executives, contractors and legal professionals.

Key contacts (3)

Robert Zak Pentelow

Director

Emma Victoria Pentelow

Director

Alan Barry Pentelow

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.4MEstimate

Founded

28 years ago

Since Feb 1998

Bradford, West Yorkshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 3% CAGR over 4y

Hiring

Location

York House, Cottingley Business Park,

Bradford, West Yorkshire, BD16 1PE

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Andrews Wealth Limited

Andrews Wealth

Wealth Management

4 employeesInc. 2017Westcliff-on-SEA, EssexCH 11011139

andrewswealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets27 / 100

Cash100 / 100

Headcount20 / 100

What does Andrews Wealth Limited do?

Provides financial planning and wealth management advice to individuals and business owners, including investment management, retirement planning, protection planning, mortgages, corporate financial…

Who does Andrews Wealth Limited sell to?

Serves individuals and business owners seeking wealth management and financial advice, including private clients needing investment, retirement, protection, mortgage, long-term care and…

Key contacts (2)

Paul Trevor Andrews

Director

Danielle Millie Andrews

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£302.2KEstimate

Founded

8 years ago

Since Oct 2017

Westcliff-on-SEA, Essex

Financial health

Financial Health

Stable

Stable · -4% CAGR over 5y

Location

38 The Drive

Westcliff-On-Sea, Essex, SS0 8PN

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ACCOUNTING PEOPLE LIMITED

Accounting People

Accounting & Audit

6 employeesInc. 2012London, MiddlesexCH 08257020

accountingpeople.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount100 / 100

What does ACCOUNTING PEOPLE LIMITED do?

Provides accounting and tax advisory services including bookkeeping, payroll, audit and assurance, company secretarial support, and business startup compliance. Offers cloud accounting and financial…

Who does ACCOUNTING PEOPLE LIMITED sell to?

Sells to businesses, especially contractors, startups, and organisations in engineering and construction, IT, medical, e-commerce, and charities/non-profits. Serves limited companies seeking…

Key contacts (2)

Muhammad Rashid Iqbal

Director

Murray Ian Luke

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£232.1KEstimate

Founded

13 years ago

Since Oct 2012

London, Middlesex

Financial health

100

Financial Health

Strong

Strong · Hiring · 11% CAGR over 4y

Hiring

Location

Devonshire House 582 Honeypot Lane, Stanmore

London, Middlesex, HA7 1JS

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LYNAS VOKES INVESTMENTS LIMITED

Lynas Vokes Wealth Management

Wealth Management

Inc. 1992Holbeach, LincolnshireCH 02734319

lynasvokes.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash82 / 100

Headcount0 / 100

What does LYNAS VOKES INVESTMENTS LIMITED do?

Provides financial planning and advisory services for individuals and businesses, including investment strategy, pension and tax planning, estate planning, life and health insurance advice, mortgage…

Who does LYNAS VOKES INVESTMENTS LIMITED sell to?

Serves private clients, homebuyers and landlords needing financial advice or mortgages, alongside corporate clients seeking financial planning, group pensions, corporate insurance and employee…

Key contacts (2)

Emma Louise Barclay

Director

Deborah Jill Erica Edwards

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£354.3KEstimate

Founded

34 years ago

Since Jul 1992

Holbeach, Lincolnshire

Financial health

Financial Health

Healthy

Location

Trinity House, Welbourne Lane East

Holbeach, Lincolnshire, PE12 8AB

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PETER HARDING PRACTICE LIMITED

Peter Harding Wealth Management

Wealth Management

49 employeesInc. 2003Shaftesbury, DorsetCH 04737387

peterhardingwm.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets63 / 100

Cash51 / 100

Headcount65 / 100

What does PETER HARDING PRACTICE LIMITED do?

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

Who does PETER HARDING PRACTICE LIMITED sell to?

Serves private clients and families, retirees, business owners, company directors, medical, city and sports professionals, plus professional partners across Dorset, Wiltshire and surrounding counties.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£6.6MEstimate

Founded

23 years ago

Since Apr 2003

Shaftesbury, Dorset

Financial health

Financial Health

Healthy

Healthy · Hiring · 8% CAGR over 2y

Hiring

Location

Tucks House, Foyle Hill

Shaftesbury, Dorset, SP7 0AG

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The Paul Barker Practice Limited

The Paul Barker Practice

Wealth Management

6 employeesInc. 2008Derby, DerbyshireCH 06662720

partnership.sjp.co.uk/paulbarker

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Financial sub-scores

Computed from 5 filings

Net assets63 / 100

Cash63 / 100

Headcount40 / 100

What does The Paul Barker Practice Limited do?

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

Who does The Paul Barker Practice Limited sell to?

Serves private individuals, families and business clients seeking financial advice, wealth management, retirement planning, protection, mortgages and corporate financial services.

Key contacts (1)

Danielle Elizabeth Barker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£331.9KEstimate

Founded

17 years ago

Since Aug 2008

Derby, Derbyshire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

28 Ashbourne Road

Derby, Derbyshire, DE22 3AD

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Concise Wealth Management Limited

Concise Wealth Management

Wealth Management

6 employeesInc. 2010Paignton, DevonCH 07287601

concisewealth.com

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Financial sub-scores

Computed from 5 filings

Net assets54 / 100

Headcount26 / 100

What does Concise Wealth Management Limited do?

Provides independent financial advice to individuals and businesses on savings, investments, pensions, retirement planning, income protection and mortgages, recommending financial products from…

Who does Concise Wealth Management Limited sell to?

Serves UK-based individuals and businesses seeking independent financial advice on personal finance, employee or business protection, pensions, retirement, savings, investments and mortgages.

Key contacts (2)

Andrew Worden

Director

Louise Cheryl Worden

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£404.6KEstimate

Founded

16 years ago

Since Jun 2010

Paignton, Devon

Financial health

Financial Health

Stable

Stable · -4% CAGR over 4y

Location

Wealth And Business Centre, 123 Torquay Road

Paignton, Devon, TQ3 2SG

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Whitaker Midgley Wealth Management Limited

Whitaker Midgley Wealth Management

Wealth Management

6 employeesInc. 2010Keighley, West YorkshireCH 07359035

partnership.sjp.co.uk/whitakermidgley

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Financial sub-scores

Computed from 3 filings

Net assets0 / 100

Cash74 / 100

Headcount40 / 100

What does Whitaker Midgley Wealth Management Limited do?

Provides financial planning and wealth management advice to private and corporate clients. Services include investment planning, retirement planning, protection planning, mortgages, corporate…

Who does Whitaker Midgley Wealth Management Limited sell to?

Serves both private individuals and corporate clients seeking wealth management advice, including business owners and company directors, across areas such as retirement, investment, protection,…

Key contacts (4)

Sarah Cree

Director

Rebecca Louise Midgley

Director

Jonathan David Midgley

Director

Paul Jeremy Whitaker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£306.8KEstimate

Founded

15 years ago

Since Aug 2010

Keighley, West Yorkshire

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

Suite 3, Aireside House Aireside Business Centre, Royd Ings Avenue

Keighley, West Yorkshire, BD21 4BZ

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TWC Financial Limited

TWC Financial

Wealth Management

18 employeesInc. 2021Maidstone, KentCH 13491152

twcfinancial.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets33 / 100

Cash70 / 100

Headcount100 / 100

What does TWC Financial Limited do?

Provides financial planning and wealth management advice to individuals, families, businesses and trusts, including investment planning, retirement and pension advice, protection insurance,…

Who does TWC Financial Limited sell to?

Serves individuals, families, private clients, business owners, company directors, trusts and professionals seeking financial advice, including retirement, protection, mortgages, corporate services…

Key contacts (3)

Scott James Comfort

Director

Neil Thompstone

Director

Martin Paul Wilkinson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£764.8KEstimate

Founded

5 years ago

Since Jul 2021

Maidstone, Kent

Financial health

Financial Health

Healthy

Healthy · Hiring · 34% CAGR over 2y

Hiring

Location

76 Glebe Lane, Barming

Maidstone, Kent, ME16 9BD

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Andrew David Associates (Holdings) Ltd

Andrew David Associates

Wealth Management

6 employeesInc. 2020Poole, DorsetCH 13078570

andrewdavid.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets57 / 100

Cash24 / 100

Headcount100 / 100

What does Andrew David Associates (Holdings) Ltd do?

Provides financial planning and wealth management advice to private individuals and businesses, including investment planning, retirement and pension advice, protection planning, mortgages, long‑term…

Who does Andrew David Associates (Holdings) Ltd sell to?

Serves private individuals and corporate clients, including business owners, company directors, retirees, and families planning long-term care or intergenerational wealth matters.

Key contacts (2)

Andrew Donald Start

Director

Andrea Start

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£359.9KEstimate

Founded

5 years ago

Since Dec 2020

Poole, Dorset

Financial health

Financial Health

Stable

Stable · Hiring · 14% CAGR over 3y

Hiring

Location

21 Church Road

Poole, Dorset, BH14 8UF

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MATHEW STEPHEN & CO LTD

Mathew Stephen

Accounting & Audit

8 employeesInc. 2018Northampton, NorthamptonshireCH 11677003

mathewstephen.co.uk/index.html

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash100 / 100

Headcount100 / 100

What does MATHEW STEPHEN & CO LTD do?

Provides accounting and business advisory services to businesses and individuals, including preparation of accounts, VAT and payroll, tax returns, R&D tax credit and SEIS/EIS claims, forensic…

Who does MATHEW STEPHEN & CO LTD sell to?

Serves entrepreneurs, SMEs and corporates across the UK, including R&D-active businesses, film-sector companies, firms seeking investment reliefs, and some individuals with personal tax affairs.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£97.3KEstimate

Founded

7 years ago

Since Nov 2018

Northampton, Northamptonshire

Financial health

Financial Health

Stable

Stable · Hiring · 62% CAGR over 4y

HiringFinancial distressTechnical insolvency

Location

Office 215-Amby University Of Northampton, Innovation Centre,Green Street

Northampton, Northamptonshire, NN1 1SY

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Harris Associates Wealth Management Limited

Harris Associates Wealth Management

Wealth Management

7 employeesInc. 2012Eaton Socon, CambridgeshireCH 07992007

partnership.sjp.co.uk/harrisassociates

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Financial sub-scores

Computed from 3 filings

Net assets0 / 100

Cash100 / 100

Headcount40 / 100

What does Harris Associates Wealth Management Limited do?

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

Who does Harris Associates Wealth Management Limited sell to?

Serves affluent individuals and business clients, including business owners, company directors, city professionals, people in retirement, and families managing intergenerational wealth.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£374.7KEstimate

Founded

14 years ago

Since Mar 2012

Eaton Socon, Cambridgeshire

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

4 Fenice Court, Phoenix Business Park

Eaton Socon, Cambridgeshire, PE19 8EP

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Prestfield Wealth Management UK Ltd

Prestfield Wealth Management

Wealth Management

6 employeesInc. 2019Swinton, Greater ManchesterCH 11952560

prestfieldwm.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount70 / 100

What does Prestfield Wealth Management UK Ltd do?

Provides personal and business financial planning and wealth management advice, including investment planning, retirement planning, protection, mortgages, and corporate financial services, acting as…

Who does Prestfield Wealth Management UK Ltd sell to?

Serves private clients and business customers seeking wealth management advice, with specialist focus on medical professionals, business owners, sports professionals and corporate clients.

Key contacts (2)

Elwyn Vincent Jones

Director

Liam Edward Hunt

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£421.3KEstimate

Founded

7 years ago

Since Apr 2019

Swinton, Greater Manchester

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 10% CAGR over 2y

GrowingHiring

Location

Lowry Mill, Lees Street

Swinton, Greater Manchester, M27 6DB

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CLIFTON WEALTH MANAGEMENT LIMITED

Clifton Wealth Management

Wealth Management

7 employeesInc. 2019BristolCH 12026356

cliftonwealthmanagement.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets90 / 100

Cash50 / 100

Headcount100 / 100

What does CLIFTON WEALTH MANAGEMENT LIMITED do?

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

Who does CLIFTON WEALTH MANAGEMENT LIMITED sell to?

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

Key contacts (2)

Andrew Down

Director

Jonathan Barnfield

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£463.3KEstimate

Founded

7 years ago

Since May 2019

Bristol

Financial health

Financial Health

Strong

Strong · Hiring · 15% CAGR over 4y

Hiring

Location

49 Princess Victoria Street, Clifton

Bristol, BS8 4BX

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Rectory Financial Services Limited

Rectory Green Financial Services

Wealth Management

2 employeesInc. 2012Burnley, LancashireCH 07998442

rectorygreenfs.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets59 / 100

Cash100 / 100

Headcount0 / 100

What does Rectory Financial Services Limited do?

Provides financial planning and wealth management advice to individuals and businesses, including investment planning, retirement planning, protection and insurance advice, mortgage and specialist…

Who does Rectory Financial Services Limited sell to?

Serves individuals, families and business clients, including medical professionals, business owners, senior corporate executives, company directors and people approaching or in retirement, mainly in…

Key contacts (1)

Sam Anthony Cook

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.5MEstimate

Founded

14 years ago

Since Mar 2012

Burnley, Lancashire

Financial health

Financial Health

Stable

Stable · -16% CAGR over 4y

Location

Fourth Floor, St James House, St. James'S Row

Burnley, Lancashire, BB11 1DR

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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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58 more companies and their verified directors are in the file

You’re seeing the top 50. Buy the list to get all 108 with directors, websites and financials.

How VouchedFor usage is detected

Methodology

Company data

Detected companies are joined to UK Companies House records and XBRL accounts data. 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.

Detection

Firmbase crawls the public website of actively-trading UK companies and fingerprints the technologies present: tracking scripts, embedded forms, chat widgets, CMS markers and similar signatures. A company is included in this list when one or more of the technology's signatures are found on its site; closely-related variants of the same product are grouped under one name. Detection covers what is visible on the public web — a company using the technology purely internally, with no website footprint, will not appear. Counts are therefore a conservative floor, not a ceiling. B2B companies are identified using Firmbase's semantic classification of company activity, built from filings, websites and registered SIC codes rather than SIC codes alone. The detected counts and share figures on this page are computed within that sector cohort, so "share" always means share of B2B companies with a detectable system — not of all UK companies.

Freshness

Websites are re-crawled on a rolling basis and the underlying company data is refreshed from Companies House continuously; filings appear within days of submission. The list and its statistics are regenerated when the detected cohort moves meaningfully. You can see the last-updated timestamp near the top of the page.

VouchedFor is a trademark of its respective owner. Firmbase is not affiliated with, sponsored by, or endorsed by the trademark owner.

UK B2B by Reviews & ratings

B2B Companies Using Trustindex in the UK B2B Companies Using Trustpilot in the UK B2B Companies Using Rich Plugins Reviews in the UK B2B Companies Using Reviews.io in the UK B2B Companies Using Feefo in the UK

Other B2B technology

B2B Companies Using WordPress in the UK B2B Companies Using Google Analytics in the UK B2B Companies Using reCAPTCHA in the UK B2B Companies Using Yoast SEO in the UK B2B Companies Using Cloudflare in the UK

Related directories

Companies Using VouchedFor in the UK B2B Using EcoVadis in the UK B2B in the UK B2B Companies in the UK Reviews & ratings Used by UK B2B Companies: Market Share (2026)

Frequently asked questions

How many UK B2B companies use VouchedFor?

68 actively-trading UK B2B companies run VouchedFor, detected via Firmbase's technology fingerprinting of their public websites joined with Companies House records.

What share of UK B2B companies run VouchedFor?

VouchedFor accounts for 1.6% of UK B2B companies with a detectable Reviews & ratings (68 of 4,341), behind ReviewSolicitors (2.6%) and Judge.me (2.4%).

How is VouchedFor usage detected?

Firmbase crawls the public website of actively-trading UK companies and fingerprints the technologies present — tracking scripts, embedded forms, chat widgets and CMS markers. A company is included when one or more VouchedFor signatures are found on its site, with closely-related variants grouped under one name. Detection reflects the public web footprint, so the count is a conservative floor: companies using VouchedFor with no website signature will not appear.

What size B2B companies use VouchedFor in the UK?

The median VouchedFor-running B2B company employs 7 people and reports roughly £497k in UK turnover.

What do VouchedFor-running B2B companies also run?

69.1% of VouchedFor-running UK B2B companies also run reCAPTCHA, 63.2% run Google Tag Manager, 47.1% run Google Ads, 45.6% run WordPress. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 155 verified directors — names and roles — across these 68 companies, sourced from Companies House filings with nominee appointments filtered out. Buy the list as a one-off purchase (from £49) and the full CSV/Excel file downloads directly from this page; emails and LinkedIn profiles are not included.

Buy all 108 companies as a spreadsheet.

One Excel/CSV file with company details, websites and key data — yours to download and use.