B2C Companies Using PFP in the UK: 63 Active Firms (2026)

Updated June 2026

B2C adopters of a detected website technology sell goods or services to consumers online, across the UK market.

For consumer-facing financial and insurance operators, a website-level payment processor usually sits close to application, checkout, renewal, top-up or adviser-referral journeys. Companies running this technology are not generally signalling a pure ecommerce stack; they appear to be supporting regulated sales conversations, repeat customer servicing and conversion tracking through the public website. Adoption also implies some internal ownership of web operations, finance reconciliation and customer support, even where the business remains owner-led. The buying centre is therefore split between commercial teams that care about completion rates, operations teams that need clean payment records, and web agencies or internal developers maintaining the site.

In the UK, 63 actively trading consumer-facing firms are running this payment-processing technology on public websites. It is a niche option within detected payment processors: the system sits ninth in the category-share ranking, with 0.6% of a 10,900-company sector denominator. Reported employment totals 697 people across the cohort. Registered-office geography is dispersed rather than London-heavy, led by the South West at 15.9%, followed by the North West at 14.3%, the East of England at 12.7%, London at 11.1% and the West Midlands at 11.1%.

Consumer finance use cases change the diligence around a payment stack. Most of the cohort is tagged to wealth management, with insurance, asset management, retail banking and accounting overlaps, so procurement tends to involve more than checkout convenience. Buyers are likely to ask how payment pages, contact forms, analytics tags and customer portals share information, how chargebacks or failed payments are handled, and which party owns customer communications after a transaction. The co-detected web stack also points to agency-managed sites and marketing-led acquisition, which can make governance more fragmented than in a single enterprise platform.

Adoption appears likely to remain selective rather than broad-based. Payment processors in consumer financial services tend to be sticky once embedded into quote, onboarding, adviser-referral or renewal workflows, because switching touches reconciliation, customer messaging and website conversion paths at the same time. New uptake is more likely where firms want direct-channel payments without rebuilding their wider site stack. Some migration pressure may come from bundling across payments, fraud checks, analytics and consent management, especially where operators rely on external agencies. Larger firms may consolidate around broader platforms; smaller firms may keep familiar payment tooling if it continues to clear operational work.

Adoption by company size

Adoption of PFP varies by company size across the trading UK B2C companies in this cohort. 0.1% of the 54,825 companies with under 10 employees run PFP (44 detected). 0.1% of the 26,843 companies with 10–50 employees run PFP (16 detected). 0% of the 3,060 companies with over 50 employees run PFP (1 detected). That is a 0.1% gap between the over 50 employees and under 10 employees bands.

Active firms

2026

0.6%

Of detected Payment processors share

UK B2C

Median headcount

Filed accounts

135

Verified contacts

Across this cohort

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Key facts

1% of the cohort was incorporated since 2022 (1 firms), so a sizeable share is in its first few filing cycles.

Among B2C companies with a detectable payment processor, this system appears in 0.6% (63) of the 10,900-company detectable set.

Use is concentrated in Wealth Management and Insurance tags: 98.4% (62) carry the former and 28.6% (18) carry the latter, with tags overlapping.

Registered offices are spread across several regions, led by the South West at 15.9% (10), the North West at 14.3% (9) and the East of England at 12.7% (8).

The surrounding website stack is content-led: 71.4% (45) also run a publishing platform, 46.0% (29) an SEO plugin and 41.3% (26) a bot-checking service.

Financial-risk classifications show some fragility, with 25.4% (16) marked weak and 3.2% (2) distressed.

Payments market share among UK B2C

PFP

Other / long tail

Share of the 10,900 UK B2C with a detectable system. As of June 2026.

What else do PFP-running B2C run?

Share of the 63 PFP-running UK companies where each technology was also detected. As of June 2026.

Where PFP B2C are, and how healthy they look

By region

South West

North West

East of England

London

West 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

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

Median headcount

£480.5K

Median UK turnover

Above £5M turnover

Incorporated since 2022

135 verified decision-maker contacts

across these 63 companies, with emails available in Firmbase. Filter by role, seniority and stack.

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Top UK B2C using PFP

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

P F FINANCIAL LIMITED

PF Financial

Wealth ManagementInsuranceRetail Banking

6 employeesInc. 2007Hemel Hempstead, HertfordshireCH 06044532

pffinancial.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets40 / 100

Cash0 / 100

Headcount40 / 100

What does P F FINANCIAL LIMITED do?

Provides mortgage brokerage and financial advisory services, including equity release advice, mortgage capacity assessments, insurance and protection products, pensions and investment planning, and…

Who does P F FINANCIAL LIMITED sell to?

Serves consumers seeking financial advice, including homeowners aged 55+, first-time buyers, home movers, remortgagers, buy-to-let landlords, and individuals planning insurance, pensions, investments…

Key contacts (3)

Urmi Acharya

Director

James Michael Pinder

Director

Jeremy Philip Elverson

Director

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Company vitals

UK Headcount

UK Revenue

£119.9KEstimate

Founded

19 years ago

Since Jan 2007

Hemel Hempstead, Hertfordshire

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

1a High Street, Bovingdon

Hemel Hempstead, Hertfordshire, HP3 0HG

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Mamucium Assets Ltd

Mamucium Capital

Wealth ManagementAsset Management

Inc. 2018ManchesterCH 11725098

mamuciumcapital.co.uk/about

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

What does Mamucium Assets Ltd do?

Provides financial planning and wealth management services, including investment portfolio construction, cash flow planning, pension and tax planning, insurance and estate considerations. Offers…

Who does Mamucium Assets Ltd sell to?

Serves private individuals and families seeking personal financial planning and wealth management support, including those managing investments, pensions, property, debt, protection, tax and estate…

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Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

7 years ago

Since Dec 2018

Manchester

Financial health

100

Financial Health

Strong

Location

Hilton House, 26 - 28 Hilton Street

Manchester, M1 2EH

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Lowland Financial

Wealth ManagementInsurance

13 employeesInc. 2000SelkirkshireCH SC202782

lowlandfinancial.co.uk

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Financial sub-scores

Computed from 4 filings

Cash0 / 100

Headcount100 / 100

What does Lowland Financial do?

Provides independent financial advice and planning services covering pensions, investments and insurance protection. Analyses clients’ financial situations, recommends suitable products, arranges…

Who does Lowland Financial sell to?

Serves UK-based consumers seeking personal financial advice, particularly individuals planning for retirement, pension decisions, investments and protection needs.

Key contacts (1)

David Andrew Nichol

Director

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Company vitals

UK Headcount

UK Revenue

£189.4KEstimate

Founded

26 years ago

Since Jan 2000

Selkirkshire

Financial health

Financial Health

Stable

Stable · Hiring · 34% CAGR over 3y

Hiring

Location

1 Green Street, Galashiels

Selkirkshire, TD1 3AE

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Timothy James & Partners

Wealth ManagementInsurance

5 employeesInc. 1995LondonCH 03138148

tjpltd.co.uk

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What does Timothy James & Partners do?

Provides independent financial advice and wealth management services to individuals, including financial planning, investment management, pension and retirement planning, tax planning, and ongoing…

Who does Timothy James & Partners sell to?

Serves private individuals and families seeking long-term financial advice and personal adviser relationships, including professionals and long-standing wealth management clients.

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Company vitals

UK Headcount

UK Revenue

£68.6KEstimate

Founded

30 years ago

Since Dec 1995

London

Location

Shell Mex House, 80 Strand

London, WC2R 0DT

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LIFELINE PROTECT LIMITED

Lifeline Protect

InsuranceRetail Banking

30 employeesInc. 2013Rugby, WarwickshireCH 08719989

lifelineprotect.co.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount51 / 100

What does LIFELINE PROTECT LIMITED do?

Provides mortgage brokerage and insurance advisory services. Compares mortgage products from multiple lenders and assists with residential and buy‑to‑let mortgages, life insurance, and home…

Who does LIFELINE PROTECT LIMITED sell to?

Serves consumers seeking mortgage, remortgage, buy-to-let, life insurance and home insurance support, including homeowners, first-time buyers, landlords and families needing personal protection.

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Company vitals

UK Headcount

UK Revenue

£1.5MEstimate

Founded

12 years ago

Since Oct 2013

Rugby, Warwickshire

Financial health

Financial Health

Healthy

Healthy · 4% CAGR over 2y

Location

8 Mitchell Court Castle Mound Way, Central Park

Rugby, Warwickshire, CV23 0UY

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BGA FINANCIAL SERVICES LIMITED

BGA Mortgages

Wealth ManagementRetail BankingInsurance

5 employeesInc. 1994Colchester, EssexCH 02917813

bgamortgages.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount100 / 100

What does BGA FINANCIAL SERVICES LIMITED do?

Provides independent mortgage brokerage and advice services. Assists clients with arranging mortgages for home purchases, remortgaging, buy‑to‑let properties, first‑time buyers and equity release,…

Who does BGA FINANCIAL SERVICES LIMITED sell to?

Serves UK consumers, especially in Essex and Suffolk, including first-time buyers, home movers, remortgagers, buy-to-let landlords and people considering equity release or mortgage protection.

Key contacts (1)

Malcolm Barclay

Director

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Company vitals

UK Headcount

UK Revenue

£116.5KEstimate

Founded

32 years ago

Since Apr 1994

Colchester, Essex

Financial health

100

Financial Health

Strong

Strong · Hiring · 14% CAGR over 4y

Hiring

Location

The Old Forge, East Street

Colchester, Essex, CO1 2TP

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Century Law Limited

Century Financial Planning

Wealth ManagementInsurance

6 employeesInc. 1999Windsor, BerkshireCH 03878887

centuryfp.co.uk

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Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount40 / 100

What does Century Law Limited do?

Provides independent financial advice and planning services to individuals, including investment portfolio management, retirement planning, estate planning, mortgage advice, and financial goal…

Who does Century Law Limited sell to?

Serves individuals and families seeking independent financial advice across life stages, including education funding, property purchases, retirement planning, estate planning and long-term wealth…

Key contacts (1)

Alan David Bird

Director

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Company vitals

UK Headcount

UK Revenue

£133.6KEstimate

Founded

26 years ago

Since Nov 1999

Windsor, Berkshire

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 3y

Location

St Stephens House, Arthur Road

Windsor, Berkshire, SL4 1RU

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MULBERRY WEALTH CLIENT SERVICES LIMITED

Mulberry Wealth

Wealth Management

0 employeesInc. 2001CardiffCH 04233677

mulberrywealth.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets19 / 100

Cash80 / 100

Headcount0 / 100

What does MULBERRY WEALTH CLIENT SERVICES LIMITED do?

Provides independent financial advice to individuals on pensions, investments, retirement planning, protection insurance, equity release and mortgages. Also offers guidance on building long‑term…

Who does MULBERRY WEALTH CLIENT SERVICES LIMITED sell to?

Serves private individuals, homeowners and retirees, as well as employers seeking group pension support, primarily as clients of independent financial advice.

Key contacts (1)

Mark Andrew Vivian Morris

Director

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Company vitals

UK Headcount

UK Revenue

£450.5KEstimate

Founded

25 years ago

Since Jun 2001

Cardiff

Financial health

Financial Health

Weak

Weak · -79% CAGR over 3y

Location

366 & 368 Cyncoed Road

Cardiff, CF23 6SA

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ROUSE LIMITED

Rouse Financial Planning

Wealth ManagementInsurance

24 employeesInc. 1998Newport, Isle of WightCH 03501806

rouseltd.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets32 / 100

Cash0 / 100

Headcount61 / 100

What does ROUSE LIMITED do?

Provides independent financial planning and wealth management services, including pension and retirement planning, investment management, tax planning, savings advice, and lifetime cash flow…

Who does ROUSE LIMITED sell to?

Serves private individuals and families across the UK, particularly London, the south, Isle of Wight and southeast, seeking advice on wealth, pensions, retirement, savings, investments and…

Key contacts (3)

Benjamin Richard Silk

Director

Andrew Ian White

Director

Benedict Malcolm Anthony Sebastian Rouse

Director

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Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

28 years ago

Since Jan 1998

Newport, Isle of Wight

Financial health

Financial Health

Weak

Weak · Hiring · 7% CAGR over 2y

Hiring

Location

Lugley House, Lugley Street

Newport, Isle Of Wight, PO30 5EL

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Libertas Financial Planning Ltd

Libertas Financial Planning

Wealth ManagementInsurance

3 employeesInc. 2014Bournemouth, DorsetCH 09197636

libertasfinancialplanning.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets19 / 100

Cash0 / 100

Headcount40 / 100

What does Libertas Financial Planning Ltd do?

Provides independent financial planning and advisory services to individuals, including retirement and pension planning, investment advice, wealth management, and ongoing financial reviews to help…

Who does Libertas Financial Planning Ltd sell to?

Serves individual private clients, couples and families seeking impartial financial advice, with referrals extending to clients’ friends and colleagues.

Key contacts (1)

Paul Burdett

Director

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Company vitals

UK Headcount

UK Revenue

£499.4KEstimate

Founded

11 years ago

Since Sep 2014

Bournemouth, Dorset

Financial health

Financial Health

Distressed

Distressed · 0% CAGR over 4y

Financial distress

Location

Green Park Arlington, 5 Exeter Park Road

Bournemouth, Dorset, BH2 5BD

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JANE NEWMAN FINANCIAL PLANNING LIMITED

Jane Newman Financial Planning

Wealth Management

9 employeesInc. 2011Droitwich, WorcestershireCH 07685406

janenewmanfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets83 / 100

Cash55 / 100

Headcount100 / 100

What does JANE NEWMAN FINANCIAL PLANNING LIMITED do?

Provides independent financial planning and advisory services including pension and retirement planning, savings and investment advice, mortgage brokerage, life and income protection policies, estate…

Who does JANE NEWMAN FINANCIAL PLANNING LIMITED sell to?

Serves individuals, families and small businesses, including first-time buyers, homeowners, retirees/pre-retirees and clients with estate or inheritance-tax planning needs, with a Worcestershire…

Key contacts (2)

Emily Jane Newman

Director

Elizabeth Jane Manning

Director

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Company vitals

UK Headcount

UK Revenue

£448.1KEstimate

Founded

14 years ago

Since Jun 2011

Droitwich, Worcestershire

Financial health

Financial Health

Healthy

Healthy · Growing, Hiring · 46% CAGR over 4y

GrowingHiring

Location

10 St. Andrews Road

Droitwich, Worcestershire, WR9 8DN

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PURE WEALTH MANAGEMENT LIMITED

Pure Wealth Management

Wealth Management

5 employeesInc. 2018CardiffCH 11590517

purewealthmanagement.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount75 / 100

What does PURE WEALTH MANAGEMENT LIMITED do?

Provides independent financial advice and wealth management services, including guidance on pensions, investments, mortgages, protection insurance, tax planning, estate planning and will writing.…

Who does PURE WEALTH MANAGEMENT LIMITED sell to?

Serves private clients, families and business owners seeking independent financial advice on pensions, investments, mortgages, protection, tax and estate planning.

Key contacts (1)

Stuart Paul D'Ivry

Director

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Company vitals

UK Headcount

UK Revenue

£303.4KEstimate

Founded

7 years ago

Since Sep 2018

Cardiff

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 12% CAGR over 2y

GrowingHiring

Location

Kimberley House Ty Glas Avenue, Llanishen

Cardiff, CF14 5DX

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Efficient Portfolio Wealth Limited

Efficient Portfolio

Wealth Management

10 employeesInc. 2022Oakham, RutlandCH 13948970

efficientportfolio.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets0 / 100

Headcount100 / 100

What does Efficient Portfolio Wealth Limited do?

Provides financial planning and advisory services including retirement planning, investment management, financial protection, estate planning and mortgage advice, and offers online calculators and…

Who does Efficient Portfolio Wealth Limited sell to?

Serves individual clients and households in the UK seeking personal financial planning, including retirement, investment, protection, estate and mortgage advice, with resources also aimed at…

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Company vitals

UK Headcount

UK Revenue

£408.8KEstimate

Founded

4 years ago

Since Mar 2022

Oakham, Rutland

Financial health

Financial Health

Weak

Weak · Hiring · 82% CAGR over 2y

HiringFinancial distressTechnical insolvency

Location

Portfolian House, 30 Melton Road

Oakham, Rutland, LE15 6AY

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COMPLETE FINANCIAL UK TRADING LIMITED

Complete Financial

Wealth ManagementAsset Management

5 employeesInc. 2010Eastbourne, East SussexCH 07333833

complete-financial.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets7 / 100

Cash5 / 100

Headcount14 / 100

What does COMPLETE FINANCIAL UK TRADING LIMITED do?

Provides financial planning and wealth management services, including investment management, retirement planning, and advice on estates, trusts and taxation. Works with individuals and families to…

Who does COMPLETE FINANCIAL UK TRADING LIMITED sell to?

Serves UK-resident individuals and families, including people approaching or in retirement and those planning wealth transfer for future generations.

Key contacts (2)

Paul Stewart Douglas Hill

Director

David Jefferey Andrews

Director

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Company vitals

UK Headcount

UK Revenue

£247.1KEstimate

Founded

15 years ago

Since Aug 2010

Eastbourne, East Sussex

Financial health

Financial Health

Distressed

Distressed · -15% CAGR over 2y

Financial distress

Location

29 Gildredge Road

Eastbourne, East Sussex, BN21 4RU

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Lumin Wealth

Wealth ManagementAsset Management

10 employeesInc. 1997ST. AlbansCH 03381115

luminwealth.co.uk

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Financial sub-scores

Computed from 2 filings

Headcount100 / 100

What does Lumin Wealth do?

Provides financial planning and advisory services for individuals and families, including pension and retirement planning, investment and portfolio management, inheritance tax planning, mortgage…

Who does Lumin Wealth sell to?

Serves private clients and families, especially those planning for retirement, pensions, inheritance and wealth management, with particular reach across London and the South-East and a growing UK…

Key contacts (2)

Urs Feldmann

Director

Jon Paul Hussey

Director

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Company vitals

UK Headcount

UK Revenue

£62.3KEstimate

Founded

29 years ago

Since Jun 1997

ST. Albans

Financial health

100

Financial Health

Strong

Strong · Hiring · 398% CAGR over 1y

Hiring

Location

2nd Floor,, 4 Beaconsfield Road

St. Albans, AL1 3RD

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BESPOKE-ADVICE LIMITED

Bespoke-Advice

Wealth Management

12 employeesInc. 2013Worcester, WorcestershireCH 08754524

bespoke-advice.com

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does BESPOKE-ADVICE LIMITED do?

Provides independent financial planning and advisory services for individuals and businesses, including investment management, retirement planning, mortgages and equity release, life insurance and…

Who does BESPOKE-ADVICE LIMITED sell to?

Sells to UK consumers, private individuals, business owners and corporate clients seeking financial advice, including families planning school fees or children’s investments, and clients needing…

Key contacts (1)

Susannah Clare Lane

Director

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Company vitals

UK Headcount

UK Revenue

£810.2KEstimate

Founded

12 years ago

Since Oct 2013

Worcester, Worcestershire

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

22 The Tything

Worcester, Worcestershire, WR1 1HD

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Celtic Financial Planning Ltd

Celtic Financial Planning

Wealth Management

7 employeesInc. 2018Mold, FlintshireCH 11333705

celticfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets95 / 100

Cash58 / 100

Headcount100 / 100

What does Celtic Financial Planning Ltd do?

Provides independent financial planning and advisory services including pensions and retirement planning, savings and investments, ethical investment advice, mortgages, equity release, estate…

Who does Celtic Financial Planning Ltd sell to?

Serves individuals and families in North Wales and London, including first-time buyers, retirees, homeowners considering equity release, and clients planning investments, pensions, care fees or…

Key contacts (1)

Nykki Dale

Director

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Company vitals

UK Headcount

UK Revenue

£314.7KEstimate

Founded

8 years ago

Since Apr 2018

Mold, Flintshire

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 28% CAGR over 5y

GrowingHiring

Location

Florence House, Bromfield Lane

Mold, Flintshire, CH7 1JW

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TANDEM FINANCIAL LTD

Tandem Financial

Wealth Management

7 employeesInc. 2015Hitchin, HertfordshireCH 09778504

tandemfinancial.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets30 / 100

Cash6 / 100

Headcount100 / 100

What does TANDEM FINANCIAL LTD do?

Provides personal financial planning and advisory services, including retirement planning, investment advice, and will writing and estate planning. Helps individuals organise finances, manage…

Who does TANDEM FINANCIAL LTD sell to?

Serves individual consumers and families seeking financial planning, retirement planning, investment advice, and estate planning, particularly those making major life or retirement decisions.

Key contacts (2)

Alison Cleworth

Director

Paul Anthony Cleworth

Director

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Company vitals

UK Headcount

UK Revenue

£776.9KEstimate

Founded

10 years ago

Since Sep 2015

Hitchin, Hertfordshire

Financial health

Financial Health

Stable

Stable · Hiring · 32% CAGR over 2y

Hiring

Location

The Barn, Green Farm, Bendish

Hitchin, Hertfordshire, SG4 8JD

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MPL Wealth Management Limited

MPL Wealth Management

Wealth Management

13 employeesInc. 1995LondonCH 03079936

mplwealthmanagement.co.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount53 / 100

What does MPL Wealth Management Limited do?

Provides independent financial advice and wealth management services, including financial planning, investment management, and tax‑efficient wealth structuring. Advises individuals and families,…

Who does MPL Wealth Management Limited sell to?

Serves individual consumers and families seeking independent financial advice and wealth planning, often working alongside their professional advisers.

Key contacts (1)

Richard Alistair Dawes

Director

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Company vitals

UK Headcount

UK Revenue

£1.9M

Founded

30 years ago

Since Jul 1995

London

Financial health

Financial Health

Healthy

Healthy · 4% CAGR over 2y

Location

45 Doughty Street

London, WC1N 2LR

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EASTWOOD FINANCIAL SOLUTIONS LTD

Eastwood Financial Solutions

Wealth Management

4 employeesInc. 2007Maidenhead, BerkshireCH 06146490

eastwood-ifa.co.uk/about

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount11 / 100

What does EASTWOOD FINANCIAL SOLUTIONS LTD do?

Provides independent financial advice and planning services, including investment portfolio management, pension planning, estate planning and mortgages. Conducts financial reviews, research and…

Who does EASTWOOD FINANCIAL SOLUTIONS LTD sell to?

Serves private individuals and families, including clients with investment portfolios, pensions, estate-planning needs or mortgages, and some business owners whose personal objectives include…

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Company vitals

UK Headcount

UK Revenue

£501.5KEstimate

Founded

19 years ago

Since Mar 2007

Maidenhead, Berkshire

Financial health

Financial Health

Healthy

Healthy · -8% CAGR over 5y

Location

27 Moorbridge Road

Maidenhead, Berkshire, SL6 8LT

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Gardner Financial Management Ltd

Gardner Financial Management

Wealth Management

5 employeesInc. 2014CoventryCH 08931898

gardnerfinancialmanagement.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets77 / 100

Cash83 / 100

Headcount75 / 100

What does Gardner Financial Management Ltd do?

Provides financial advice and planning services including pensions, retirement planning, investment planning, mortgages and remortgages, protection insurance, equity release and inheritance tax…

Who does Gardner Financial Management Ltd sell to?

Serves individuals, couples and families seeking personal financial advice, including homeowners, mortgage borrowers, investors, retirees and those planning inheritance across Birmingham, Solihull…

Key contacts (2)

Lee Barry Gardner

Director

Jacqueline Ann Gardner

Director

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Company vitals

UK Headcount

UK Revenue

£291.9KEstimate

Founded

12 years ago

Since Mar 2014

Coventry

Financial health

Financial Health

Healthy

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

GrowingHiring

Location

9 Floyd Grove, Balsall Common

Coventry, CV7 7RP

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CLYDEBANK FINANCIAL SERVICES LTD

Clydebank Financial Services

Wealth Management

5 employeesInc. 2002Clydebank, West DunbartonshireCH SC239324

clydebankfinancial.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets37 / 100

Cash46 / 100

Headcount75 / 100

What does CLYDEBANK FINANCIAL SERVICES LTD do?

Provides financial advice to individuals and businesses, including mortgage advice, pensions, savings and investment planning, and insurance protection. Offers financial planning services supported…

Who does CLYDEBANK FINANCIAL SERVICES LTD sell to?

Serves local individuals, households and businesses in Clydebank and the surrounding area, including clients with personal finance, mortgage, protection, investment and pension needs.

Key contacts (1)

Roma Ellen Haig

Director

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Company vitals

UK Headcount

UK Revenue

£330.3KEstimate

Founded

23 years ago

Since Nov 2002

Clydebank, West Dunbartonshire

Financial health

Financial Health

Stable

Stable · Hiring · 8% CAGR over 3y

Hiring

Location

67 Kilbowie Road

Clydebank, West Dunbartonshire, G81 1BL

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Acumen Financial Partnership Limited

Acumen Financial

Wealth Management

18 employeesInc. 2006Burscough, LancashireCH 05706682

acumenfinancial.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets43 / 100

Cash72 / 100

Headcount49 / 100

What does Acumen Financial Partnership Limited do?

Provides independent financial advice and planning for individuals, including investment planning, retirement and pension advice, inheritance tax and estate planning, equity release guidance, life…

Who does Acumen Financial Partnership Limited sell to?

Serves individuals and families in Lancashire, including retirees and pre-retirees, homeowners considering equity release, investors, and people planning pensions, inheritance, life insurance or…

Key contacts (5)

Catherine Holme

Director

Daniel William Frampton

Director

Cecilia Evans

Director

Jonathan David Landy

Director

Angela Elizabeth Maher

Director

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Company vitals

UK Headcount

UK Revenue

£735.2KEstimate

Founded

20 years ago

Since Feb 2006

Burscough, Lancashire

Financial health

Financial Health

Stable

Stable · 3% CAGR over 2y

Location

4a Swordfish Business Park, Higgins Lane

Burscough, Lancashire, L40 8JW

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PEN-LIFE ASSOCIATES LIMITED

PEN-Life Associates

Wealth Management

27 employeesInc. 1989YorkCH 02390548

pen-life.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets33 / 100

Cash54 / 100

Headcount9 / 100

What does PEN-LIFE ASSOCIATES LIMITED do?

Provides chartered financial planning and advisory services including retirement planning, investment portfolio support, pension advice and defined benefit transfer guidance, inheritance tax…

Who does PEN-LIFE ASSOCIATES LIMITED sell to?

Serves individuals, families and business owners seeking support with retirement, investments, inheritance tax, pensions, defined benefit transfers and major lifestyle or financial changes.

Key contacts (3)

Nina Cathryn Wright

Director

Deborah Louise Jacobs

Director

Thomas Lionel Hughes

Director

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Company vitals

UK Headcount

UK Revenue

£1.4MEstimate

Founded

37 years ago

Since May 1989

York

Financial health

Financial Health

Weak

Weak · -9% CAGR over 5y

Location

3 Tudor Court, Opus Avenue, Nether Poppleton

York, YO26 6RS

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Evolution FS Ltd

Evolution Financial Services

Wealth ManagementInsurance

11 employeesInc. 2012London, MiddlesexCH 08088231

evolutionfs.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets13 / 100

Cash100 / 100

Headcount13 / 100

What does Evolution FS Ltd do?

Provides independent financial advice and brokerage services, including mortgage and loan advice, wealth management, pensions, savings and investments, tax planning, estate and wills planning, equity…

Who does Evolution FS Ltd sell to?

Serves individual wealth, mortgage and protection clients, including homeowners, investors, families and people planning pensions, savings, tax and estates; also supports business owners needing…

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Company vitals

UK Headcount

UK Revenue

£1MEstimate

Founded

14 years ago

Since May 2012

London, Middlesex

Financial health

Financial Health

Weak

Weak · -9% CAGR over 4y

Location

Savoy House, Savoy Circus

London, Middlesex, W3 7DA

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Jarrovian Wealth Limited

Jarrovian Wealth

Wealth Management

12 employeesInc. 2016Chelmsford, EssexCH 10433059

jarrovian.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash57 / 100

Headcount7 / 100

Who does Jarrovian Wealth Limited sell to?

Serves individual wealth management clients seeking a personalised adviser relationship, including existing clients using an online client hub and login.

Key contacts (2)

James Edward Glynn

Director

Christopher Michael Salacinski

Director

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Company vitals

UK Headcount

UK Revenue

£836.2KEstimate

Founded

9 years ago

Since Oct 2016

Chelmsford, Essex

Financial health

Financial Health

Healthy

Healthy · -12% CAGR over 4y

Location

Viewpoint Accountants Ltd Saxon House, 27 Duke Street

Chelmsford, Essex, CM1 1HT

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Indigo Financial Advice Ltd

Indigo Financial Advice

Wealth Management

6 employeesInc. 2005Colne, LancashireCH 05419866

indigoadvice.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash75 / 100

Headcount70 / 100

What does Indigo Financial Advice Ltd do?

Provides financial planning and advisory services to individuals and business owners, including advice on pensions, savings and investments, protection, and wills. Develops tailored financial plans…

Who does Indigo Financial Advice Ltd sell to?

Serves individuals, couples and business owners seeking financial advice in Colne and surrounding areas.

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Company vitals

UK Headcount

UK Revenue

£489.7KEstimate

Founded

21 years ago

Since Apr 2005

Colne, Lancashire

Financial health

Financial Health

Strong

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

GrowingHiring

Location

38 Albert Road

Colne, Lancashire, BB8 0AD

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James McKenzie (Wills) Ltd

James McKenzie

Legal Services

36 employeesInc. 2009East Grinstead, West SussexCH 07003695

jmwills.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets85 / 100

Cash73 / 100

Headcount88 / 100

What does James McKenzie (Wills) Ltd do?

Provides will writing and estate planning services, including wills, trusts, lasting power of attorney documents and will storage. Also offers probate support, financial planning, and employee…

Who does James McKenzie (Wills) Ltd sell to?

Targets employees of large multinational companies, often through HR benefits/rewards teams, flexible or voluntary benefit providers and corporate partners, while also serving individual consumers…

Key contacts (1)

Tracy Renee Briscoe

Director

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Company vitals

UK Headcount

UK Revenue

£2.3MEstimate

Founded

16 years ago

Since Aug 2009

East Grinstead, West Sussex

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 18% CAGR over 2y

GrowingHiring

Location

43-45 Cantelupe Road

East Grinstead, West Sussex, RH19 3BL

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Gresham Financial Strategies

Wealth ManagementInsurance

7 employeesInc. 2020London Wall, LondonCH 12513336

greshamfs.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount100 / 100

What does Gresham Financial Strategies do?

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

Who does Gresham Financial Strategies sell to?

Serves individuals and businesses seeking financial planning support, including homeowners, retirees or pre-retirees, investors, mortgage borrowers and those planning for protection, wills or…

Key contacts (2)

Gerard William Thomas

Director

David Harry Turner

Director

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Company vitals

UK Headcount

UK Revenue

£121.7KEstimate

Founded

6 years ago

Since Mar 2020

London Wall, London

Financial health

100

Financial Health

Strong

Strong · Hiring · 37% CAGR over 4y

Hiring

Location

840 Salisbury House

London Wall, London, EC2M 5QQ

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Kymin Financial Services Limited

Kymin Financial Planners

Wealth Management

8 employeesInc. 1993GwentCH 02794883

kymin.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets34 / 100

Cash81 / 100

Headcount15 / 100

What does Kymin Financial Services Limited do?

Provides independent financial planning and wealth management services. Advises individuals on investments, pensions and retirement planning, inheritance and estate planning, and cashflow management…

Who does Kymin Financial Services Limited sell to?

Serves individual consumers seeking independent financial advice, particularly people planning for wealth growth, retirement, pensions, inheritance and estate matters. Targets personal clients and…

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Company vitals

UK Headcount

UK Revenue

£307.4KEstimate

Founded

33 years ago

Since Mar 1993

Gwent

Financial health

Financial Health

Stable

Stable · -10% CAGR over 3y

Location

35 Bridge Street, Newport

Gwent, NP20 4BH

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PARKLANDS FINANCIAL ADVISERS LTD

Parklands Financial Advisers

Wealth ManagementInsuranceRetail Banking

8 employeesInc. 2015BecclesCH 09625599

parklandsifa.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets37 / 100

Headcount100 / 100

What does PARKLANDS FINANCIAL ADVISERS LTD do?

Provides independent financial advice to individuals and businesses, including financial planning, pensions, savings and investments, wealth management, mortgage advice, equity release, tax planning,…

Who does PARKLANDS FINANCIAL ADVISERS LTD sell to?

Serves individual consumers and families seeking personal financial advice, as well as businesses of all sizes needing financial protection and insurance. Targets clients across East Anglia,…

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Company vitals

UK Headcount

UK Revenue

£266.9KEstimate

Founded

11 years ago

Since Jun 2015

Beccles

Financial health

Financial Health

Healthy

Healthy · Hiring · 12% CAGR over 4y

Hiring

Location

Glebe House Toad Row, Henstead

Beccles, NR34 7LG

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WATSON WOOD & SILLARS LIMITED

Watson Wood Financial Planning

Wealth Management

19 employeesInc. 2017InvernessCH SC555435

watsonwoodfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does WATSON WOOD & SILLARS LIMITED do?

Provides independent financial planning and advisory services, including pensions and retirement planning, estate planning, and long‑term investment strategies for individuals, families, business…

Who does WATSON WOOD & SILLARS LIMITED sell to?

Serves private individuals, families, business owners and trusts seeking financial planning, primarily UK consumers and private clients, with a stated focus on clients across the Highlands, Moray,…

Key contacts (3)

Allan Mclelland Sillars

Director

Kirsty Maclean Watson

Director

Kevin Michael Wood

Director

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Company vitals

UK Headcount

UK Revenue

£637.7KEstimate

Founded

9 years ago

Since Jan 2017

Inverness

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 21% CAGR over 4y

GrowingHiring

Location

Elm House, A9 Accountancy Ltd, Cradlehall Business Park

Inverness, IV2 5GH

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WATSON MOORE INDEPENDENT FINANCIAL ADVISERS LIMITED

Watson Moore IFA

Wealth Management

10 employeesInc. 2005Upminster, EssexCH 05416993

watsonmooreifa.com

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Financial sub-scores

Computed from 5 filings

Net assets50 / 100

Cash100 / 100

Headcount100 / 100

What does WATSON MOORE INDEPENDENT FINANCIAL ADVISERS LIMITED do?

Provides independent financial advice and planning services to individuals and businesses, including investment and wealth management, mortgage and finance advice, retirement planning, protection and…

Who does WATSON MOORE INDEPENDENT FINANCIAL ADVISERS LIMITED sell to?

Serves UK individuals, families, retirees, divorcing clients, mortgage seekers, professional athletes and businesses seeking independent financial advice and wealth planning support.

Key contacts (2)

Daniel Aaron Buckingham Watts

Director

Christopher Thompson Moore

Director

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Company vitals

UK Headcount

UK Revenue

£518.9KEstimate

Founded

21 years ago

Since Apr 2005

Upminster, Essex

Financial health

Financial Health

Healthy

Healthy · Hiring · 14% CAGR over 4y

Hiring

Location

Essex House, Station Road

Upminster, Essex, RM14 2SJ

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Brown Dog Financial Planning Limited

Brown DOG Financial Planning

Wealth Management

4 employeesInc. 2015Hungerford, BerkshireCH 09699107

browndogfp.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets14 / 100

Cash100 / 100

Headcount40 / 100

What does Brown Dog Financial Planning Limited do?

Provides personal financial planning and advice, including retirement planning, wealth and inheritance tax planning. Works with clients to assess finances, create long‑term financial plans, and…

Who does Brown Dog Financial Planning Limited sell to?

Serves private individuals and couples, especially those nearing retirement, seeking inheritance tax or wealth planning guidance, or reviewing whether their money is positioned appropriately.

Key contacts (1)

Jessamy Kate Cunningham Walker

Director

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Company vitals

UK Headcount

UK Revenue

£214.2KEstimate

Founded

10 years ago

Since Jul 2015

Hungerford, Berkshire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 3y

Location

1 The Courtyard, Stype

Hungerford, Berkshire, RG17 0RE

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BLOOMFIELD & ASSOCIATES LTD

Bloomfield IFA

Wealth Management

12 employeesInc. 2005Gillingham, DorsetCH 05448130

bloomfieldifa.com

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Financial sub-scores

Computed from 5 filings

Net assets23 / 100

Cash22 / 100

Headcount83 / 100

What does BLOOMFIELD & ASSOCIATES LTD do?

Provides independent financial advice to individuals, trustees and businesses, covering investments, pensions, retirement planning, mortgages, protection insurance and corporate financial planning,…

Who does BLOOMFIELD & ASSOCIATES LTD sell to?

Serves UK-based individuals, trustees and businesses, particularly around Shaftesbury/Dorset, needing face-to-face financial advice, including older borrowers, mortgage clients, pension and…

Key contacts (1)

Adam James Bloomfield

Director

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Company vitals

UK Headcount

UK Revenue

£431.7KEstimate

Founded

21 years ago

Since May 2005

Gillingham, Dorset

Financial health

Financial Health

Weak

Weak · Hiring · 7% CAGR over 4y

Hiring

Location

1, The Centre, High Street

Gillingham, Dorset, SP8 4AB

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Ardmore Financial Planning Limited

Ardmore Financial Planning

Insurance

8 employeesInc. 2009Carluke, LanarkshireCH SC363882

ardmorefinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets22 / 100

Cash13 / 100

Headcount100 / 100

What does Ardmore Financial Planning Limited do?

Provides independent financial planning and advisory services, including investment strategy, asset allocation, retirement planning and estate planning. Advises clients on managing assets and…

Who does Ardmore Financial Planning Limited sell to?

Serves private individuals and families seeking independent financial advice, particularly those with investment, estate planning and inheritance tax considerations.

Key contacts (3)

Rebecca May Warren

Director

Janet Wilson Warren

Director

Scott John Warren

Director

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Company vitals

UK Headcount

UK Revenue

£271.9KEstimate

Founded

16 years ago

Since Aug 2009

Carluke, Lanarkshire

Financial health

Financial Health

Stable

Stable · Hiring · 12% CAGR over 4y

Hiring

Location

The Stables, 55 Market Road

Carluke, Lanarkshire, ML8 4BE

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Chameleon Financial Planning Limited

Chameleon Financial Planning

Wealth ManagementInsurance

3 employeesInc. 2017Thornton-Cleveleys, LancashireCH 10764814

chameleonfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Cash100 / 100

Headcount7 / 100

What does Chameleon Financial Planning Limited do?

Provides independent financial planning and advisory services to individuals and business owners, including retirement and pension planning, investment and savings advice, tax‑efficient wealth…

Who does Chameleon Financial Planning Limited sell to?

Serves individuals and business owners, including people approaching retirement, families building or passing on wealth, and entrepreneurs or businesses of any size with personal and business…

Key contacts (2)

Tracey Lovell

Director

Michael Stephen James Lovell

Director

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Company vitals

UK Headcount

UK Revenue

£139.1KEstimate

Founded

9 years ago

Since May 2017

Thornton-Cleveleys, Lancashire

Financial health

Financial Health

Stable

Stable · -12% CAGR over 4y

Financial distressTechnical insolvency

Location

5a Marsh Mill Village, Fleetwood Road North

Thornton-Cleveleys, Lancashire, FY5 4JZ

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Cathedral Independent Financial Planning Limited

Cathedral Independent Financial Planning

Wealth Management

9 employeesInc. 2000Cranfield, BedfordshireCH 04127081

cathedral-ifa.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does Cathedral Independent Financial Planning Limited do?

Provides independent financial planning and advisory services, including pensions and retirement planning, savings and investments, mortgages, insurance protection, estate planning, wills and…

Who does Cathedral Independent Financial Planning Limited sell to?

Serves individuals, families and businesses/employers seeking independent financial advice in Bedfordshire, North London and Oxfordshire, including clients with mortgage, retirement, protection,…

Key contacts (2)

Norman Shairp Stevenson

Director

Lorna Jane Caldecott

Director

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Company vitals

UK Headcount

UK Revenue

£466.7KEstimate

Founded

25 years ago

Since Dec 2000

Cranfield, Bedfordshire

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

11 Mill Road

Cranfield, Bedfordshire, MK43 0JG

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Abacus Wealth Planning Ltd

Abacus Wealth Planning

Wealth ManagementAsset Management

9 employeesInc. 1986Brentwood, EssexCH 02061670

abacuswealthplanning.com

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Financial sub-scores

Computed from 3 filings

Net assets63 / 100

Cash94 / 100

Headcount59 / 100

What does Abacus Wealth Planning Ltd do?

Provides independent financial advice and planning services, including pensions and retirement planning, investment and savings advice, wealth management, tax and estate planning, life protection,…

Who does Abacus Wealth Planning Ltd sell to?

Serves individual consumers and families, particularly people planning retirement, managing investments or wealth, arranging protection, mortgages, later-life care, or estate planning.

Key contacts (3)

Joan Marion Moisey

Director

Paul Stephen Moisey

Director

Adrian Pope

Director

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Company vitals

UK Headcount

UK Revenue

£297.4KEstimate

Founded

39 years ago

Since Oct 1986

Brentwood, Essex

Financial health

Financial Health

Healthy

Healthy · Hiring · 6% CAGR over 2y

Hiring

Location

18 St. Thomas Road

Brentwood, Essex, CM14 4DB

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BERRY & OAK LIMITED

Berry & OAK

Wealth Management

0 employeesInc. 2016Boston SPA, West YorkshireCH 09940516

berryandoak.com

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Financial sub-scores

Computed from 5 filings

Net assets33 / 100

Cash54 / 100

Headcount0 / 100

What does BERRY & OAK LIMITED do?

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

Who does BERRY & OAK LIMITED sell to?

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

Key contacts (2)

Sarah Eleanor Elson

Director

Andrew David Elson

Director

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Company vitals

UK Headcount

UK Revenue

£521.1KEstimate

Founded

10 years ago

Since Jan 2016

Boston SPA, West Yorkshire

Financial health

Financial Health

Weak

Weak · -66% CAGR over 4y

Location

Boston House, 214 High Street

Boston Spa, West Yorkshire, LS23 6AD

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Legal & Medical Investments Limited

Legal & Medical Investments

Wealth ManagementInsurance

32 employeesInc. 1997Cheltenham, GloucsCH 03429678

legalandmedical.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets70 / 100

Cash65 / 100

Headcount78 / 100

What does Legal & Medical Investments Limited do?

Provides independent financial advisory services for doctors and dentists, including investment planning, retirement and NHS pension advice, mortgages, insurance protection, tax planning, and wills,…

Who does Legal & Medical Investments Limited sell to?

Serves individual doctors and dentists, including NHS clinicians and dental professionals, seeking specialist personal financial advice across career, pension, protection and retirement decisions.

Key contacts (2)

Max Jago Spurgeon

Director

Richard Winston Major

Director

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Company vitals

UK Headcount

UK Revenue

£2.3MEstimate

Founded

28 years ago

Since Sep 1997

Cheltenham, Gloucs

Financial health

Financial Health

Healthy

Healthy · Growing, Hiring · 9% CAGR over 3y

GrowingHiring

Location

Floor 3, Cumberland House, Oriel Road

Cheltenham, Gloucs, GL50 1BB

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SIMPLY ADVICE LTD

Simply Advice

Wealth Management

8 employeesInc. 2017Sherborne, DorsetCH 11080804

simplyadvice.co.uk

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Financial sub-scores

Computed from 3 filings

Headcount83 / 100

What does SIMPLY ADVICE LTD do?

Provides financial advice to individuals and businesses, including guidance on mortgages, pensions, savings and investments, insurance protection, equity release, workplace auto‑enrolment pensions,…

Who does SIMPLY ADVICE LTD sell to?

Serves individuals, families, homeowners and retirees seeking personal financial advice, alongside businesses needing support with workplace pension and financial planning needs.

Key contacts (2)

Keith Foy

Director

Martin Alan Antoney

Director

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Company vitals

UK Headcount

UK Revenue

£480.5KEstimate

Founded

8 years ago

Since Nov 2017

Sherborne, Dorset

Financial health

Financial Health

Strong

Strong · Hiring · 15% CAGR over 2y

Hiring

Location

C/O Hunts Accountants The Old Pump House, Oborne Road

Sherborne, Dorset, DT9 3RX

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PATERSON FINANCIAL PLANNING LTD

Paterson Financial Planning

Wealth Management

9 employeesInc. 2004GlasgowCH SC268158

patersonfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash45 / 100

Headcount40 / 100

What does PATERSON FINANCIAL PLANNING LTD do?

Provides financial planning and advisory services to individuals and businesses, including guidance on pensions, investments, mortgages, protection insurance, and later‑life financial planning.…

Who does PATERSON FINANCIAL PLANNING LTD sell to?

Serves individuals, couples and local businesses in Glasgow and the surrounding area seeking support with personal financial matters, including pensions, investments, mortgages, protection and…

Key contacts (2)

Richard Farquhar

Director

Damien Kenneth Paterson

Director

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Company vitals

UK Headcount

UK Revenue

£561.8KEstimate

Founded

22 years ago

Since May 2004

Glasgow

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

21 Blythswood Square

Glasgow, G2 4BL

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Fletcher Shaw & Co. Ltd

Fletcher Shaw

Wealth Management

7 employeesInc. 2012BristolCH 07964513

fletchershaw.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets33 / 100

Headcount90 / 100

What does Fletcher Shaw & Co. Ltd do?

Provides financial planning and advisory services, including pension planning, investments, regular savings, life assurance, income protection, and business protection. Offers guidance to individuals…

Who does Fletcher Shaw & Co. Ltd sell to?

Serves UK-based individuals, families and business owners seeking regulated financial advice, including consumers planning retirement or investing surplus income and businesses requiring protection…

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Company vitals

UK Headcount

UK Revenue

£325.5KEstimate

Founded

14 years ago

Since Feb 2012

Bristol

Financial health

Financial Health

Stable

Stable · Hiring · 9% CAGR over 4y

Hiring

Location

130 Aztec Aztec West, Almondsbury

Bristol, BS32 4UB

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T NIXON ASSOCIATES LTD

T Nixon Associates

Wealth ManagementInsurance

5 employeesInc. 2015BelfastCH NI631972

tn-associates.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets91 / 100

Headcount100 / 100

What does T NIXON ASSOCIATES LTD do?

Provides financial advisory services including mortgage advice, pension and retirement planning, investment and savings guidance, life and income protection, business protection, and general…

Who does T NIXON ASSOCIATES LTD sell to?

Serves private clients and families seeking financial planning support, including retirement, investments, mortgages and insurance, as well as business owners needing protection cover.

Key contacts (1)

Joanna Victoria Nixon

Director

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Company vitals

UK Headcount

UK Revenue

£244.4KEstimate

Founded

11 years ago

Since Jun 2015

Belfast

Financial health

Financial Health

Strong

Strong · Hiring · 14% CAGR over 4y

Hiring

Location

248 Upper Newtownards Road

Belfast, BT4 3EU

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HAVEN IFA LIMITED

Haven IFA

Wealth Management

7 employeesInc. 2005Sale, ManchesterCH 05562869

havenifa.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets35 / 100

Headcount100 / 100

What does HAVEN IFA LIMITED do?

Provides independent financial advice to individuals, including pension and retirement planning, investment and savings guidance, and inheritance tax planning. Advisers help clients manage finances,…

Who does HAVEN IFA LIMITED sell to?

Serves individual consumers and couples, particularly people in Altrincham and Sale seeking advice on pensions, retirement planning, investments, savings and inheritance tax.

Key contacts (3)

Michael John Leigh

Director

Graham Anthony Slater

Director

Nicholas Edward Dando

Director

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Company vitals

UK Headcount

UK Revenue

£412.3KEstimate

Founded

20 years ago

Since Sep 2005

Sale, Manchester

Financial health

Financial Health

Stable

Stable · Hiring · 15% CAGR over 4y

Hiring

Location

6 Brooklands Place

Sale, Manchester, M33 3SD

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THE INFORMED PARTNERSHIP LIMITED

Informed Financial Planning

Wealth Management

0 employeesInc. 2009Hull, East YorkshireCH 07008093

informedfinancialplanning.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets38 / 100

Cash51 / 100

Headcount0 / 100

What does THE INFORMED PARTNERSHIP LIMITED do?

Provides independent financial planning and advisory services to individuals and businesses, including retirement planning, investment advice, tax planning, protection insurance, cash‑flow planning,…

Who does THE INFORMED PARTNERSHIP LIMITED sell to?

Serves private clients and families, as well as business owners and employers with needs around retirement, business exits, workforce benefits and protection for teams.

Key contacts (4)

Anjeanette Margaret Kemp

Director

Jessica Lucia Crawford

Director

Gregg Alex Crawford

Director

Joseph William Sanders

Director

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Company vitals

UK Headcount

UK Revenue

£1.6MEstimate

Founded

16 years ago

Since Sep 2009

Hull, East Yorkshire

Financial health

Financial Health

Weak

Weak · -68% CAGR over 4y

Location

8 Waterside Park Livingstone Road, Hessle

Hull, East Yorkshire, HU13 0EG

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Page Russell Limited

Page Russell

Wealth Management

3 employeesInc. 1999Bury ST Edmunds, SuffolkCH 03721291

pagerussell.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets56 / 100

Headcount7 / 100

What does Page Russell Limited do?

Provides independent financial planning and investment advice to individuals and families. Develops personalised financial plans assessing income, assets and long‑term goals to help clients manage…

Who does Page Russell Limited sell to?

Serves private individuals, families and business owners seeking personal financial planning and investment advice, including clients planning for changing lifestyle, family and business needs.

Key contacts (2)

Anne Page

Director

Timothy Richard Page

Director

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Company vitals

UK Headcount

UK Revenue

£235.8KEstimate

Founded

27 years ago

Since Feb 1999

Bury ST Edmunds, Suffolk

Financial health

Financial Health

Weak

Weak · -12% CAGR over 4y

Location

Eagle House Sudbury Road, Great Whelnetham

Bury St Edmunds, Suffolk, IP30 0UN

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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

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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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CLEAR CUT FINANCIAL PLANNING LIMITED

Clear CUT Financial Planning

Wealth Management

21 employeesInc. 2012Ledsham, CheshireCH 08116449

clearcutfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets16 / 100

Cash100 / 100

Headcount100 / 100

What does CLEAR CUT FINANCIAL PLANNING LIMITED do?

Provides personal financial planning and wealth management services including retirement and pension planning, investment advice, inheritance tax planning, and guidance for individuals and business…

Who does CLEAR CUT FINANCIAL PLANNING LIMITED sell to?

Serves individuals, families and business owners managing personal wealth, with audiences including retirees, women, families planning intergenerational wealth transfer, and people securing finances…

Key contacts (1)

Jane Elizabeth Gow

Director

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Company vitals

UK Headcount

UK Revenue

£512.4KEstimate

Founded

13 years ago

Since Jun 2012

Ledsham, Cheshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 13% CAGR over 4y

Hiring

Location

Longview House Inglewood Manor, Badgers Rake Lane

Ledsham, Cheshire, CH66 8PF

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How PFP 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. B2C 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 B2C 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.

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

UK B2C by Payments

B2C Companies Using PayU in the UK B2C Companies Using Stripe in the UK B2C Companies Using PayPal in the UK B2C Companies Using Klarna in the UK B2C Companies Using Square in the UK

Other B2C technology

B2C Companies Using WordPress in the UK B2C Companies Using Google Analytics in the UK B2C Companies Using Cloudflare in the UK B2C Companies Using reCAPTCHA in the UK B2C Companies Using Google Tag Manager in the UK

Related directories

B2C Using Codeweavers in the UK B2C Using Intuit QuickBooks in the UK B2C in the UK B2C Companies in the UK Payments Used by UK B2C Companies: Market Share (2026)

Frequently asked questions

How many UK B2C companies use PFP?

63 actively-trading UK B2C companies run PFP, detected via Firmbase's technology fingerprinting of their public websites joined with Companies House records.

What share of UK B2C companies run PFP?

PFP accounts for 0.6% of UK B2C companies with a detectable Payment processors (63 of 10,900), behind GoCardless (1.7%) and Ideal4Finance (1.5%).

How is PFP 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 PFP 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 PFP with no website signature will not appear.

What size B2C companies use PFP in the UK?

The median PFP-running B2C company employs 7 people and reports roughly £481k in UK turnover.

What do PFP-running B2C companies also run?

71.4% of PFP-running UK B2C companies also run WordPress, 46% run Yoast SEO, 41.3% run reCAPTCHA, 38.1% run Google Analytics. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

Yes. Firmbase holds 135 decision-maker contact records across these 63 companies, filterable by role, seniority, sector and the rest of the company's detected stack. Start a free trial to unlock emails and export the list.

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