B2C Companies Using VouchedFor in the UK: 329 Active Firms (2026)

Updated June 2026

B2C adopters of client review technology collect and display verified customer feedback on public websites across the UK.

Client-review tooling sits most naturally in digital acquisition and reputation management, rather than back-office operations. For wealth-management and other advice-led consumer services, it gives marketing teams a way to gather verified feedback, display customer proof, and support enquiry conversion before a human adviser speaks to the prospect. Adoption usually signals a firm with a public lead-generation motion, enough compliance discipline to moderate testimonials, and a sales process where trust cues matter before price. The typical buyer is not a pure enterprise procurement team; it tends to be a lean commercial, marketing or practice-management function balancing conversion, brand assurance and evidence of service quality.

Across the UK, 329 active companies run this client-review stack. The cohort is concentrated in wealth-management use, where it appears as a specialist review option rather than a general consumer-ratings default: within review-tool usage in the sector, it ranks sixth with a 4.6% share. Registered-office geography is weighted towards the South East at 20.1%, followed by London at 13.1%, the East of England at 11.6%, the North West at 10.6% and the South West at 9.7%. The reported employment footprint is modest but visible, with 1,256 staff reported across 126 firms.

For advice businesses, client testimonials are not just marketing copy. FCA expectations on fair, clear and not misleading communications shape how ratings, endorsements and review snippets are selected, displayed and approved. Where reviews include personal experiences or identifiers, GDPR and ICO guidance also matter, particularly around consent, retention and subject-access handling. Procurement tends to sit close to marketing-operations and compliance teams, because the same system may influence public website claims, adviser profile pages, enquiry flows and internal service-quality monitoring.

Adoption appears tied to a broader shift from referral-only growth towards reputation-led digital acquisition in advice-led consumer services. Firms with adviser networks or comparison-sensitive propositions tend to value visible customer proof, but compliance review can slow how freely testimonials are used. The category also looks susceptible to bundling, as website builders, CRM suites and sector workflow tools pull reviews into wider client-acquisition workflows. Smaller practices may keep using specialist review systems where trust signalling is central to conversion, while more operationally mature groups may fold the function into broader marketing and governance stacks.

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 B2C companies in this cohort. 0.4% of the 54,825 companies with under 10 employees run VouchedFor (238 detected). 0.3% of the 26,843 companies with 10–50 employees run VouchedFor (88 detected). 0% of the 3,060 companies with over 50 employees run VouchedFor (0 detected). That is a 0.4% gap between the over 50 employees and under 10 employees bands.

329

Active firms

2026

4.6%

Of detected Reviews share

UK B2C

Median headcount

Filed accounts

710

Verified directors

Across this cohort

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Key facts

About 1% of the trading cohort reports turnover above £5M (1 of 329 firms) — the rest sits below that revenue band.

6% of the cohort was incorporated since 2022 (20 firms), so a sizeable share is in its first few filing cycles.

Among B2C firms with a detectable reviews system, the review system accounts for 4.6% (329) of 7,215 detections, behind five larger systems and ahead of two smaller ones.

Detected use is concentrated in Wealth Management, which appears on 94.2% (310) of tagged firms in the cohort; Insurance appears on 12.2% (40).

The South East accounts for 20.1% (66) of the cohort, followed by London at 13.1% (43) and the East of England at 11.6% (38).

Review widgets tend to sit alongside acquisition and measurement tooling: 77.2% (254) also run bot-checking technology, 66.6% (219) use tag management and 53.2% (175) carry advertising tags.

Reviews & ratings market share among UK B2C

VouchedFor

Other / long tail

Share of the 7,215 UK B2C with a detectable system. As of June 2026.

What else do VouchedFor-running B2C run?

Captivate

Bynder

Share of the 329 VouchedFor-running UK companies where each technology was also detected. As of June 2026.

Where VouchedFor B2C are, and how healthy they look

By region

South East

London

East of England

North West

South West

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

£411.1K

Median UK turnover

0.3%

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 555 companies, alongside financials and websites, in one Excel + CSV file.

Top UK B2C 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

Almond Financial Ltd

Almond Financial

Wealth Management

18 employeesInc. 2016LincolnCH 10318241

almondfinancial.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets6 / 100

Cash100 / 100

Headcount100 / 100

What does Almond Financial Ltd do?

Provides financial advisory services including pension planning, annuity and drawdown advice, investment and wealth management, retirement and estate planning, and mortgage brokerage for first-time…

Who does Almond Financial Ltd sell to?

Serves individual consumers and families, including pension and investment clients, retirees planning income, first-time homebuyers, remortgagers, buy-to-let landlords, and people arranging…

Key contacts (1)

Emma Louise Ashby

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£3.2MEstimate

Founded

9 years ago

Since Aug 2016

Lincoln

Financial health

Financial Health

Stable

Stable · Hiring · 31% CAGR over 3y

Hiring

Location

Unit 1, Riverside Court Skellingthorpe Road, Saxilby

Lincoln, LN1 5AB

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New House Finance Limited

NewHouse Financial Services

Retail BankingInsurance

4 employeesInc. 2012LondonCH 08195912

newhousefs.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets69 / 100

Cash100 / 100

Headcount100 / 100

What does New House Finance Limited do?

Provides mortgage brokerage and advice for residential, buy‑to‑let and specialist cases including contractor and bad‑credit mortgages. Also advises on life insurance and protection policies and…

Who does New House Finance Limited sell to?

Serves UK consumers and property buyers, including first-time buyers, homeowners remortgaging, landlords seeking buy-to-let finance, contractors, limited company borrowers, people with adverse…

Key contacts (2)

Matthew Paul Houseley

Director

Sinead Mary Bryan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£345.2KEstimate

Founded

13 years ago

Since Aug 2012

London

Financial health

Financial Health

Strong

Strong · Hiring · 100% CAGR over 2y

Hiring

Location

Unit 14, Wenlock Road

London, N1 7SL

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Mortgage Force (UK) Ltd

Mortgage Force

Retail Banking

11 employeesInc. 2015DerbyCH 09394027

mortgageforce.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Mortgage Force (UK) Ltd do?

Provides mortgage brokerage and advisory services, helping clients arrange residential and buy‑to‑let mortgages including first‑time buyer, remortgage, adverse credit and low‑deposit products. Also…

Who does Mortgage Force (UK) Ltd sell to?

Serves UK consumers seeking mortgages, including first-time buyers, homeowners remortgaging, buy-to-let landlords, self-build borrowers, low-deposit applicants and people with adverse credit…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.4MEstimate

Founded

11 years ago

Since Jan 2015

Derby

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 82% CAGR over 4y

GrowingHiring

Location

Chestnut House, 65a Friar Gate

Derby, DE1 1DJ

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Little Pebbles Financial Solutions Ltd

Little Pebbles Financial Solutions

Wealth Management

5 employeesInc. 2012Bideford, DevonCH 07990393

littlepebbles.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash84 / 100

Headcount40 / 100

What does Little Pebbles Financial Solutions Ltd do?

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

Who does Little Pebbles Financial Solutions Ltd sell to?

Serves private clients, individuals planning retirement, investments or protection, and business owners or companies seeking wealth management advice across the South West and nationally.

Key contacts (1)

Anne Marie Stone

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£253.3KEstimate

Founded

14 years ago

Since Mar 2012

Bideford, Devon

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 2y

Growing

Location

69 High Street

Bideford, Devon, EX39 2AT

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I PLANNING WEALTH MANAGEMENT LTD

I Planning Wealth Management

Wealth Management

10 employeesInc. 2010Ammanford, CarmarthenshireCH 07450322

i-planning.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets61 / 100

Headcount93 / 100

What does I PLANNING WEALTH MANAGEMENT LTD do?

Provides independent financial advice and wealth management services to individuals, couples and families. Advises on investment and retirement planning, retirement income strategies, long‑term…

Who does I PLANNING WEALTH MANAGEMENT LTD sell to?

Serves UK-resident individuals, couples and families seeking ongoing financial advice for wealth building, retirement planning, retirement income, later-life wealth management and intergenerational…

Key contacts (3)

Aled Wyn

Director

Hywel Wyn Jones

Director

Angharad Lloyd Jones

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£420.6KEstimate

Founded

15 years ago

Since Nov 2010

Ammanford, Carmarthenshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 9% CAGR over 4y

Hiring

Location

6 College Street

Ammanford, Carmarthenshire, SA18 3AF

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RBA WEALTH MANAGEMENT LIMITED

RBA Wealth Management

Wealth Management

15 employeesInc. 2017Uttoxeter, StaffordshireCH 10739705

rbawealthmanagement.com

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount51 / 100

What does RBA WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management advice for individuals, families and businesses, including investment planning, retirement planning, protection insurance, mortgages, long‑term care…

Who does RBA WEALTH MANAGEMENT LIMITED sell to?

Serves private clients, families and businesses across the UK, including business owners, company directors, senior executives, medical professionals, contractors, charities and clients planning…

Key contacts (1)

Andrew Martin Hackney

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

9 years ago

Since Apr 2017

Uttoxeter, Staffordshire

Financial health

Financial Health

Strong

Strong · Growing · 2% CAGR over 3y

Growing

Location

Charles House, 23 High Street

Uttoxeter, Staffordshire, ST14 7HN

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Norfolk Wealth Management Ltd

Norfolk Wealth Management

Wealth Management

9 employeesInc. 2021NorwichCH 13702935

norfolkwealthmanagement.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets55 / 100

Cash100 / 100

Headcount59 / 100

What does Norfolk Wealth Management Ltd do?

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

Who does Norfolk Wealth Management Ltd sell to?

Targets personal and business clients nationwide, especially families concerned with intergenerational wealth, private clients near or in retirement, business owners, company directors and city…

Key contacts (2)

Sarah Rose Hurren

Director

Daniel John Hurren

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1MEstimate

Founded

4 years ago

Since Oct 2021

Norwich

Financial health

Financial Health

Healthy

Healthy · Hiring · 6% CAGR over 2y

Hiring

Location

The Old School School Lane, Thorpe St. Andrew

Norwich, NR7 0EP

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Better Financial Planning Ltd

Better Financial Planning

Wealth Management

6 employeesInc. 2015Gosport, HampshireCH 09372803

betterfinancialplanning.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash42 / 100

Headcount100 / 100

What does Better Financial Planning Ltd do?

Provides independent financial advice to individuals and businesses, covering pensions and retirement planning, investment portfolio advice, insurance protection, estate and inheritance tax planning,…

Who does Better Financial Planning Ltd sell to?

Sells to individuals, families and business owners seeking independent financial advice, particularly around retirement, pensions, investments, protection and estate planning. Serves clients across…

Key contacts (1)

George Copplestone

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£216.9KEstimate

Founded

11 years ago

Since Jan 2015

Gosport, Hampshire

Financial health

Financial Health

Strong

Strong · Hiring · 11% CAGR over 4y

Hiring

Location

Tml House, 1a The Anchorage

Gosport, Hampshire, PO12 1LY

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Fawcett Wealth Management Ltd

Fawcett Wealth Management

Wealth Management

7 employeesInc. 2017ManchesterCH 10684510

fawcettwm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Fawcett Wealth Management Ltd do?

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

Who does Fawcett Wealth Management Ltd sell to?

Serves individuals, retirees and later-life clients, families planning care or intergenerational wealth, and company directors or businesses seeking financial planning, with clients served nationwide.

Key contacts (2)

Victoria Kay Fawcett

Director

Darren Lee Fawcett

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£341KEstimate

Founded

9 years ago

Since Mar 2017

Manchester

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 24% CAGR over 4y

GrowingHiring

Location

318a Palatine Road

Manchester, M22 4FW

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NOW FINANCIAL PLANNING LIMITED

NOW Financial Planning

Wealth Management

15 employeesInc. 2022AltrinchamCH 13856959

nowfinancial.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount23 / 100

What does NOW FINANCIAL PLANNING LIMITED do?

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

Who does NOW FINANCIAL PLANNING LIMITED sell to?

Serves successful individuals, families and business owners, including company directors, contractors, senior corporate executives, education professionals and financial professionals.

Key contacts (3)

Carl David Hilton

Director

Adam John Stott

Director

Philip John Oats

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£309.7KEstimate

Founded

4 years ago

Since Jan 2022

Altrincham

Financial health

Financial Health

Healthy

Healthy · -6% CAGR over 3y

Location

168 Ashley Road, Hale

Altrincham, WA15 9SF

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The Premier Partnership Limited

The Premier

Wealth ManagementAsset Management

5 employeesInc. 1993TamworthCH 02794326

premierpartnership.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does The Premier Partnership Limited do?

Provides independent financial advice and wealth planning services, including investment management, pension and retirement planning, estate planning, and guidance on financial products, supported by…

Who does The Premier Partnership Limited sell to?

Serves private clients and families seeking independent financial advice on wealth, investments, pensions, retirement and estate planning.

Key contacts (2)

Kerry Ann Arnold-Herrick

Director

Nigel Anthony Herrick

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£185KEstimate

Founded

33 years ago

Since Feb 1993

Tamworth

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

5 Pebble Close, Amington

Tamworth, B77 4RD

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Atkins Bland Limited

Atkins Bland

Wealth Management

31 employeesInc. 1995Ferndown, DorsetCH 03044873

atkinsbland.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets81 / 100

Cash100 / 100

Headcount37 / 100

What does Atkins Bland Limited do?

Provides independent financial advice on investments, pensions and tax planning. Services include retirement planning, pension drawdown advice, portfolio reviews, inheritance tax planning and ongoing…

Who does Atkins Bland Limited sell to?

Serves private clients in the UK and beyond seeking ongoing, personalised financial advice, particularly individuals planning investments, pensions, retirement and inheritance tax.

Key contacts (1)

Kevin Neil Bland

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.1MEstimate

Founded

31 years ago

Since Apr 1995

Ferndown, Dorset

Financial health

Financial Health

Healthy

Healthy · -1% CAGR over 4y

Location

1 Consort House, Princes Road

Ferndown, Dorset, BH22 9JG

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NJH Wealth Management Limited

NJH Wealth Management

Wealth Management

13 employeesInc. 2002Rossendale, LancashireCH 04498269

njhwealth.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets81 / 100

Cash95 / 100

Headcount40 / 100

What does NJH Wealth Management Limited do?

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

Who does NJH Wealth Management Limited sell to?

Serves individuals and families throughout the UK seeking wealth management support, including clients planning investments, retirement, protection and intergenerational wealth, plus business owners…

Key contacts (2)

Nigel James Holland

Director

Hazel Holland

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£761.7KEstimate

Founded

23 years ago

Since Jul 2002

Rossendale, Lancashire

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 3y

Growing

Location

3 Goodshawfold Close, Loveclough

Rossendale, Lancashire, BB4 8PZ

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William Highbourne Wealth Management Limited

William Highbourne Wealth Manager

Wealth Management

6 employeesInc. 2010Exeter, DevonCH 07193496

williamhighbourne.com

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount26 / 100

What does William Highbourne Wealth Management Limited do?

Provides independent financial advice and wealth management services for individuals and families, including investment portfolio management, retirement and pension planning, estate and inheritance…

Who does William Highbourne Wealth Management Limited sell to?

Serves mainly B2C private clients, business owners and their families, including people approaching or in retirement, managing family wealth, estate planning needs or long-term care funding.

Key contacts (2)

Stuart Lee Hutton

Director

Pieter Burger

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£67.7KEstimate

Founded

16 years ago

Since Mar 2010

Exeter, Devon

Financial health

Financial Health

Healthy

Healthy · -7% CAGR over 2y

Location

Briar House, Clyst Honiton

Exeter, Devon, EX5 2LZ

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Lindon-Travers Associates Limited

Lindon-Travers Associates

Retail BankingInsurance

8 employeesInc. 2014Cobham, SurreyCH 08927137

lindon-travers.co.uk/home

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Financial sub-scores

Computed from 3 filings

Cash29 / 100

Headcount100 / 100

What does Lindon-Travers Associates Limited do?

Provides mortgage brokerage services, advising on residential and buy‑to‑let first charge mortgages through a panel of lenders. Also arranges protection and insurance products including life…

Who does Lindon-Travers Associates Limited sell to?

Serves UK consumers seeking mortgage and protection advice, including first-time buyers, homeowners, remortgagers and buy-to-let property investors.

Key contacts (2)

Julie Ann Lindon-Travers

Director

James Lindon-Travers

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£667.2KEstimate

Founded

12 years ago

Since Mar 2014

Cobham, Surrey

Financial health

Financial Health

Healthy

Healthy · Hiring · 26% CAGR over 2y

Hiring

Location

1 Lingwood, Byfleet Road

Cobham, Surrey, KT11 1DT

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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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Eccles Greenwood Financial Planning LLP

Eccles Greenwood Financial Planning

Wealth Management

6 employeesInc. 2018Barnoldswick, LancashireCH OC423202

ecclesgreenwood.co.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount100 / 100

What does Eccles Greenwood Financial Planning LLP do?

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

Who does Eccles Greenwood Financial Planning LLP sell to?

Serves private individuals, families and corporate clients, including professionals, retirees, higher-rate taxpayers, business owners and families with specialist financial planning needs.

Key contacts (1)

Lee Robert Eccles

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£342.4KEstimate

Founded

8 years ago

Since Jul 2018

Barnoldswick, Lancashire

Financial health

100

Financial Health

Strong

Strong · Hiring · 22% CAGR over 2y

Hiring

Location

3 Bank Buildings

Barnoldswick, Lancashire, BB18 5ND

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J G Wealth Ltd

J G Wealth

Wealth Management

5 employeesInc. 2016LondonCH 10127746

jg-wealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does J G Wealth Ltd do?

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

Who does J G Wealth Ltd sell to?

Serves private and corporate clients across the UK, including business owners, senior corporate executives, company directors, City professionals and individuals seeking financial planning support.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£154.6KEstimate

Founded

10 years ago

Since Apr 2016

London

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 26% CAGR over 4y

GrowingHiring

Location

Fairman Harris, 1 Landor Road

London, SW9 9RX

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Sylvan Financial Management Ltd

Sylvan Financial Management

Wealth Management

12 employeesInc. 2020CheadleCH 12990055

sylvanfinancial.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets74 / 100

Cash100 / 100

Headcount100 / 100

What does Sylvan Financial Management Ltd do?

Provides independent financial planning and wealth management services, advising individuals and business owners on pensions, investments, retirement planning, tax‑efficient income extraction,…

Who does Sylvan Financial Management Ltd sell to?

Serves private individuals, couples and business owners seeking advice on pensions, investments, retirement, tax-efficient income extraction, inheritance and passing on wealth.

Key contacts (3)

Elizabeth Jane Patrick

Director

Adrian George Joseph Edwards

Director

Edward Thomas Henry Painter

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£397.2KEstimate

Founded

5 years ago

Since Nov 2020

Cheadle

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 26% CAGR over 3y

GrowingHiring

Location

5300 Lakeside

Cheadle, SK8 3GP

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INTERESTME ADVISERS LIMITED

InterestMe

Wealth Management

13 employeesInc. 2017LondonCH 10581801

interestme.co.uk

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Financial sub-scores

Computed from 3 filings

Profitability19 / 100

Net assets32 / 100

Cash100 / 100

Headcount53 / 100

What does INTERESTME ADVISERS LIMITED do?

Provides financial planning and wealth management advice to individuals and families, including retirement planning, investment guidance and ongoing portfolio oversight. Offers independent financial…

Who does INTERESTME ADVISERS LIMITED sell to?

Serves UK-based individuals and families seeking financial advice for retirement planning, investment decisions and long-term financial security.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2M

Founded

9 years ago

Since Jan 2017

London

Financial health

Financial Health

Stable

Stable · 4% CAGR over 2y

Location

6th Floor, Lloyds Avenue House, 6 Lloyds Avenue

London, EC3N 3AX

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ARDENT IFA LIMITED

Ardent IFA

Wealth Management

11 employeesInc. 2006York, North YorkshireCH 06014584

ardentuk.com

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Financial sub-scores

Computed from 3 filings

Net assets97 / 100

Cash100 / 100

Headcount40 / 100

What does ARDENT IFA LIMITED do?

Provides independent financial planning and advisory services, including pension planning, investment management, retirement planning, and personal financial advice. Supports individuals in…

Who does ARDENT IFA LIMITED sell to?

Serves private individuals, couples and families seeking support with pensions, investments, retirement planning and wider personal finances, alongside some professional referral relationships.

Key contacts (1)

Christopher John Tordoff

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£654.5KEstimate

Founded

19 years ago

Since Nov 2006

York, North Yorkshire

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

Heritage House Murton Way, Osbaldwick

York, North Yorkshire, YO19 5UW

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PHILPOTT FINANCIAL LIMITED

Philpott Financial

Wealth Management

7 employeesInc. 2019HuddersfieldCH 12283391

philpottfinancial.com

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash72 / 100

Headcount100 / 100

What does PHILPOTT FINANCIAL LIMITED do?

Provides independent financial planning and advisory services including retirement and pension planning, investment advice, tax planning, and guidance for business owners on succession and exit…

Who does PHILPOTT FINANCIAL LIMITED sell to?

Serves individuals approaching retirement or facing major life events, business owners planning succession or sale, and professional advisers seeking support for their clients.

Key contacts (2)

Henry Robert Philpott

Director

Benjamin Charles Philpott

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£286.4KEstimate

Founded

6 years ago

Since Oct 2019

Huddersfield

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 18% CAGR over 5y

GrowingHiring

Location

18 Commercial Road, Skelmanthorpe

Huddersfield, HD8 9DA

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CHATSWORTH WEALTH MANAGEMENT LIMITED

Chatsworth Wealth Management

Wealth Management

0 employeesInc. 2018Lichfield, StaffordshireCH 11494086

chatsworthwm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount0 / 100

What does CHATSWORTH WEALTH MANAGEMENT LIMITED do?

Provides financial planning and advisory services including investment management, retirement planning, protection and inheritance tax planning, mortgages, and corporate financial services for…

Who does CHATSWORTH WEALTH MANAGEMENT LIMITED sell to?

Serves private clients, families, retirees and business owners/directors across the UK, plus some corporate clients needing employee or business-related financial advice.

Key contacts (2)

Vikash Rajendra Kanani

Director

Richard Edward William Fawdrey

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1MEstimate

Founded

7 years ago

Since Aug 2018

Lichfield, Staffordshire

Financial health

Financial Health

Healthy

Healthy · -66% CAGR over 4y

Location

Langton House, Bird Street

Lichfield, Staffordshire, WS13 6PY

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Rosewood Wealth Management Ltd

Rosewood Wealth Management

Wealth ManagementInsurance

8 employeesInc. 2012Brimington Road, ChesterfieldCH 08291755

rosewoodwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Cash93 / 100

Headcount100 / 100

What does Rosewood Wealth Management Ltd do?

Provides independent financial advice and planning services, including mortgage broking, investment and portfolio planning, pension and retirement advice, equity release and later-life lending…

Who does Rosewood Wealth Management Ltd sell to?

Serves individual consumers, families, homeowners and over-50s seeking personal financial planning across mortgages, investments, retirement, equity release, life transitions and protection.

Key contacts (1)

Shannan Lisa Pool-Gorman

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£450.8KEstimate

Founded

13 years ago

Since Nov 2012

Brimington Road, Chesterfield

Financial health

Financial Health

Strong

Strong · Hiring · 19% CAGR over 4y

Hiring

Location

Fourth Floor 1 Waterside Place, Basin Square

Brimington Road, Chesterfield, S41 7FH

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Christina Clegg Financial Planning Services Limited

Ccfps

Wealth ManagementInsurance

5 employeesInc. 2015Nelson, LancashireCH 09887636

ccfps.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash89 / 100

Headcount14 / 100

What does Christina Clegg Financial Planning Services Limited do?

Provides independent financial advice to individuals on pensions including reviews and transfers, savings and investments, retirement options, inheritance tax planning, estate planning, protection…

Who does Christina Clegg Financial Planning Services Limited sell to?

Serves individual consumers seeking personal financial advice, particularly people reviewing pensions or retirement options, investors and savers, and those needing inheritance tax, estate planning,…

Key contacts (1)

Christina Dawn Clegg

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£274.1KEstimate

Founded

10 years ago

Since Nov 2015

Nelson, Lancashire

Financial health

Financial Health

Healthy

Healthy · -8% CAGR over 4y

Location

4 Forest Lane, Barrowford

Nelson, Lancashire, BB9 6QL

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Sovereign Wealth Limited

Sovereign Wealth

Wealth Management

0 employeesInc. 2010Leeds, YorkshireCH 07115386

sovereign-wealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets86 / 100

Cash100 / 100

What does Sovereign Wealth Limited do?

Provides private client wealth management and financial planning services, including investment planning, retirement planning, protection and legacy planning, mortgages and banking advice, and…

Who does Sovereign Wealth Limited sell to?

Serves private clients and families across the UK, particularly people with wealth, retirement, investment and legacy planning needs, alongside business owners and employers seeking corporate…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.5MEstimate

Founded

16 years ago

Since Jan 2010

Leeds, Yorkshire

Financial health

Financial Health

Strong

Location

1285 Century Way, Thorpe Park

Leeds, Yorkshire, LS15 8ZB

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Monenti Partners Ltd

Monenti Partners

Wealth Management

10 employeesInc. 2007Guildford, SurreyCH 06299795

monentipartners.com

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Financial sub-scores

Computed from 5 filings

Net assets78 / 100

Cash79 / 100

Headcount100 / 100

What does Monenti Partners Ltd do?

Provides independent financial planning and advisory services, including investment planning, retirement planning and wealth management. Assesses clients’ financial objectives and recommends…

Who does Monenti Partners Ltd sell to?

Serves UK-resident individuals and families, including clients with investment, retirement and long-term personal financial planning needs.

Key contacts (2)

Alistair George Hopton

Director

Thomas Michael North Rawlings

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.1MEstimate

Founded

19 years ago

Since Jul 2007

Guildford, Surrey

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 26% CAGR over 4y

GrowingHiring

Location

Castle House, Castle Street

Guildford, Surrey, GU1 3UW

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Russell Gibson Financial Management Limited

Russell Gibson

Wealth Management

13 employeesInc. 2007AberdeenCH SC333657

russellgibson.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash82 / 100

Headcount40 / 100

What does Russell Gibson Financial Management Limited do?

Provides financial planning and investment advisory services for individuals, including portfolio management, retirement planning, tax‑efficient investment strategies, and ongoing monitoring of…

Who does Russell Gibson Financial Management Limited sell to?

Serves private individuals in the UK seeking regulated financial planning and investment advice, including clients planning for retirement, lifestyle goals, and long-term personal financial security.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.3MEstimate

Founded

18 years ago

Since Nov 2007

Aberdeen

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 4y

Growing

Location

4 Rubislaw Terrace

Aberdeen, AB10 1XE

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THE ASPIRE PARTNERSHIP LLP

The Aspire Partnership

Wealth Management

13 employeesInc. 2010BristolCH OC351804

aspirellp.co.uk

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Financial sub-scores

Computed from 3 filings

Cash95 / 100

Headcount67 / 100

What does THE ASPIRE PARTNERSHIP LLP do?

Provides financial planning and wealth management advice, including retirement planning, investment planning and estate or passing‑on‑wealth strategies, with ongoing advisory services for…

Who does THE ASPIRE PARTNERSHIP LLP sell to?

Serves private clients approaching or in retirement, families planning wealth transfer, business owners, professionals and trustees seeking chartered financial planning advice.

Key contacts (3)

Kenneth Dean Hall

Llp Member

Naomi Keith

Llp Member

Ian Henri Marie Larthe de Langladure

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

16 years ago

Since Jan 2010

Bristol

Financial health

Financial Health

Strong

Strong · Hiring · 9% CAGR over 2y

Hiring

Location

61 Queen Charlotte Street

Bristol, BS1 4HQ

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Douglas Rowe Financial Services Limited

Douglas Rowe Financial Services

Wealth Management

7 employeesInc. 2017Hastings, East SussexCH 10683771

douglasrowefs.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does Douglas Rowe Financial Services Limited do?

Provides financial advisory and wealth management services, including investment planning, retirement planning, protection planning, mortgages, and intergenerational wealth management. Advises…

Who does Douglas Rowe Financial Services Limited sell to?

Serves private clients seeking wealth, pension, protection and mortgage advice, plus business owners/directors and corporate clients, with specific content for Police Federation members.

Key contacts (1)

Douglas Allan Rowe

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£447.8KEstimate

Founded

9 years ago

Since Mar 2017

Hastings, East Sussex

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

C/O Swann Accounting Limited, First Floor Offices, Hastings Fishmarket, Rock-A-Nore Road

Hastings, East Sussex, TN34 3DW

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CARTER DAWES IFA SOLUTIONS LTD

CarterDawes

Wealth ManagementInsurance

8 employeesInc. 2002Honiton, DevonCH 04610768

carterdawes.com

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Financial sub-scores

Computed from 5 filings

Net assets69 / 100

Cash100 / 100

Headcount83 / 100

What does CARTER DAWES IFA SOLUTIONS LTD do?

Provides independent financial advice and planning services, including retirement and pension planning, investment and wealth management, inheritance and estate planning, and life insurance and…

Who does CARTER DAWES IFA SOLUTIONS LTD sell to?

Serves UK-based individuals and business owners seeking independent financial advice, including clients planning for retirement, managing wealth, arranging protection or addressing inheritance…

Key contacts (2)

James Michael Dawes

Director

Michael George Dawes

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£678.3KEstimate

Founded

23 years ago

Since Dec 2002

Honiton, Devon

Financial health

Financial Health

Strong

Strong · Hiring · 7% CAGR over 4y

Hiring

Location

Montana House, 130 High Street

Honiton, Devon, EX14 1JP

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SLAIYBURN FINANCIAL PLANNING LIMITED

Slaiyburn Financial Planning

Wealth Management

7 employeesInc. 2009Huddersfield, West YorkshireCH 06918298

slaiyburn.co.uk

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Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount100 / 100

What does SLAIYBURN FINANCIAL PLANNING LIMITED do?

Provides financial planning and advisory services including retirement and pension planning, investment advice, mortgage and equity release guidance, income and family protection insurance, and…

Who does SLAIYBURN FINANCIAL PLANNING LIMITED sell to?

Serves individuals and families at key life stages, including first-time buyers, parents, women planning finances and retirees, plus business owners and small companies with staff pension and…

Key contacts (5)

Clare Louise Beswick

Director

Richard Baden Baxter

Director

Neil Stuart Auty

Director

Angela Christine Berry

Director

Clive Richard Berry

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£360KEstimate

Founded

17 years ago

Since May 2009

Huddersfield, West Yorkshire

Financial health

100

Financial Health

Strong

Strong · Hiring · 33% CAGR over 3y

Hiring

Location

Whitby Court Abbey Road, Shepley

Huddersfield, West Yorkshire, HD8 8EL

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Vibrant Wealth Management Ltd

Vibrant Wealth Management

Wealth Management

7 employeesInc. 2016Leeds, West YorkshireCH 10533345

vibrantwealthmanagement.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount100 / 100

What does Vibrant Wealth Management Ltd do?

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

Who does Vibrant Wealth Management Ltd sell to?

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

Key contacts (1)

Yogesh Dhir

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£255.7KEstimate

Founded

9 years ago

Since Dec 2016

Leeds, West Yorkshire

Financial health

100

Financial Health

Strong

Strong · Hiring · 15% CAGR over 4y

Hiring

Location

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

Leeds, West Yorkshire, LS2 7JF

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Chester Financial Wealth Management Limited

Chester Financial Wealth Management

Wealth ManagementInsurance

5 employeesInc. 2010ChesterCH 07469633

chesterfinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Chester Financial Wealth Management Limited do?

Provides independent financial advice and planning services to individuals, business owners and trustees, including investment management, retirement and pension planning, inheritance tax planning,…

Who does Chester Financial Wealth Management Limited sell to?

Serves individuals, small business owners and trustees seeking independent financial advice, including people planning retirement, investments, inheritance tax or protection, and businesses needing…

Key contacts (1)

Andrea Bird

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£190.3KEstimate

Founded

15 years ago

Since Dec 2010

Chester

Financial health

100

Financial Health

Strong

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

GrowingHiring

Location

Watergate House, 85 Watergate Street

Chester, CH1 2LF

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DYER & CO WEALTH MANAGEMENT LTD

Dyer & Wealth Management

Wealth Management

9 employeesInc. 2022Leicester, LeicestershireCH 14216580

dyerandcowm.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does DYER & CO WEALTH MANAGEMENT LTD do?

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

Who does DYER & CO WEALTH MANAGEMENT LTD sell to?

Serves individuals, families, business owners and company directors seeking financial advice, including retirement, investment, protection, mortgages, corporate services and intergenerational wealth…

Key contacts (2)

Rachel Helene Dyer

Director

Gareth Stuart Dyer

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£5MEstimate

Founded

4 years ago

Since Jul 2022

Leicester, Leicestershire

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 65% CAGR over 3y

GrowingHiring

Location

Park House, 37 Clarence Street

Leicester, Leicestershire, LE1 3RW

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Ballantine Wealth Management Limited

Ballantine Wealth Management

Wealth Management

9 employeesInc. 2018Taunton, SomersetCH 11428358

ballantinewm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets98 / 100

Cash100 / 100

Headcount100 / 100

What does Ballantine Wealth Management Limited do?

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

Who does Ballantine Wealth Management Limited sell to?

Serves private individuals, families, retirees and business owners seeking wealth management advice, including investment, retirement, protection, mortgage and intergenerational financial planning.

Key contacts (3)

Thomas Christopher Britton

Director

David James Ballantine

Director

Leighton John Ballantine

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£719.8KEstimate

Founded

8 years ago

Since Jun 2018

Taunton, Somerset

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 26% CAGR over 5y

GrowingHiring

Location

Suite 106 Viney Court, Viney Street

Taunton, Somerset, TA1 3FB

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WESTMINSTER WEALTH MANAGEMENT LLP

Westminster Wealth Management

Wealth Management

63 employeesInc. 2006LondonCH OC320806

westminster-wealth.com

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount68 / 100

What does WESTMINSTER WEALTH MANAGEMENT LLP do?

Provides independent financial advice to individuals and businesses covering investment management, pensions and retirement planning, mortgages, protection insurance and wealth planning, with ongoing…

Who does WESTMINSTER WEALTH MANAGEMENT LLP sell to?

Serves private clients, families and business owners, including people planning retirement, mortgages or later-life finances, employers seeking corporate financial advice, and internationally mobile…

Key contacts (3)

James Patrick Lovatt Pearson

Llp Member

James Harvey Perkins

Llp Member

Martin John Lockyer

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£15.9M

Founded

20 years ago

Since Jul 2006

London

Financial health

Financial Health

Strong

Strong · Hiring · 9% CAGR over 2y

Hiring

Location

167 Fleet Street

London, EC4A 2EA

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Avanti Wealth Management

Wealth Management

7 employeesInc. 2010Potters BARCH 07351657

avantiwm.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount90 / 100

What does Avanti Wealth Management do?

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

Who does Avanti Wealth Management sell to?

Serves affluent individuals and professionals, including sports professionals, business owners, company directors, City professionals and women, alongside corporate clients.

Key contacts (3)

Joanne Rachel Dean

Director

James Andrew Isaac

Director

Laura Isaac

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£143.2KEstimate

Founded

15 years ago

Since Aug 2010

Potters BAR

Financial health

Financial Health

Strong

Strong · Hiring · 9% CAGR over 4y

Hiring

Location

Sopers House Sopers Road, Cuffley

Potters Bar, EN6 4RY

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WAYMARK FINANCIAL LIMITED

Waymark Financial

Wealth Management

7 employeesInc. 2011LondonCH 07700260

waymarkfinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount90 / 100

What does WAYMARK FINANCIAL LIMITED do?

Provides independent financial advice and planning services to individuals, including investment advice, pensions, retirement planning, and long‑term financial planning. Offers guidance to help…

Who does WAYMARK FINANCIAL LIMITED sell to?

Serves private individuals, from young professionals to mid-career clients, people aged 60+, retirees, and charity-minded clients seeking personal financial guidance.

Key contacts (2)

Jonathan Attenborough

Director

Tina Soskind

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£303.8KEstimate

Founded

15 years ago

Since Jul 2011

London

Financial health

Financial Health

Strong

Strong · Hiring · 9% CAGR over 4y

Hiring

Location

34 Lime Street

London, EC3M 7AT

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MLP WEALTH MANAGEMENT LTD

MLP Wealth

Wealth Management

7 employeesInc. 2004Banstead, SurreyCH 05125791

mlpwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets96 / 100

Cash81 / 100

Headcount100 / 100

What does MLP WEALTH MANAGEMENT LTD do?

Provides independent financial planning and investment advisory services for individuals and businesses, including retirement planning, inheritance tax planning, tax‑efficient investing, equity…

Who does MLP WEALTH MANAGEMENT LTD sell to?

Serves private individuals, families, business owners and corporate clients needing financial planning and investment advice, including retirement, inheritance tax, protection, school fee and equity…

Key contacts (2)

Paul Francis Standerwick

Director

Sean Paolo Michael Standerwick

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.5MEstimate

Founded

22 years ago

Since May 2004

Banstead, Surrey

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 15% CAGR over 4y

GrowingHiring

Location

36 High Street

Banstead, Surrey, SM7 2LS

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Milestone FP Ltd

Milestone Financial Planning

Wealth Management

8 employeesInc. 2002ChesterfieldCH 04517317

milestonefp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets95 / 100

Cash61 / 100

Headcount29 / 100

What does Milestone FP Ltd do?

Provides independent financial planning and advisory services, including advice on pensions, investments, retirement planning, inheritance tax, long‑term care funding, insurance and business…

Who does Milestone FP Ltd sell to?

Serves UK individuals, couples and families seeking personal financial advice, especially around pensions, investments, retirement, inheritance tax and care funding, plus business owners needing exit…

Key contacts (1)

Craig Croft-Rayner

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£310KEstimate

Founded

23 years ago

Since Aug 2002

Chesterfield

Financial health

Financial Health

Healthy

Healthy · -3% CAGR over 4y

Location

91-97 Saltergate

Chesterfield, S40 1LA

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REFLECT FINANCE LTD

Reflect Financial

Wealth Management

9 employeesInc. 2021CardiffCH 13494732

reflectfp.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

What does REFLECT FINANCE LTD do?

Provides financial advice and wealth management services, including investment planning, retirement planning, protection planning, mortgages, and intergenerational wealth planning. Advises…

Who does REFLECT FINANCE LTD sell to?

Serves individuals and families seeking wealth advice, with specialist focus on police officers, NARPO members, business owners, company directors and sports professionals, plus corporate clients…

Key contacts (1)

Patrick Herman

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1MEstimate

Founded

5 years ago

Since Jul 2021

Cardiff

Financial health

100

Financial Health

Strong

Strong · 246% CAGR over 2y

Location

13494732 - Companies House Default Address

Cardiff, CF14 8LH

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Four Oaks Financial Services Limited

Four Oaks Financial Services

Wealth Management

19 employeesInc. 2003Lichfield, StaffordshireCH 04814506

fouroaksfs.com

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Financial sub-scores

Computed from 2 filings

Net assets100 / 100

Cash100 / 100

Headcount30 / 100

What does Four Oaks Financial Services Limited do?

Provides financial advice to individuals and businesses, including retirement planning, investment advice, mortgage brokerage, protection and insurance planning, inheritance and estate planning, and…

Who does Four Oaks Financial Services Limited sell to?

Serves personal clients, families and corporate clients, including individuals planning finances or mortgages and small to medium-sized enterprises seeking business-related financial advice.

Key contacts (2)

Fiona Mary Ward

Director

Martin Leslie Ward

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£169.8KEstimate

Founded

23 years ago

Since Jun 2003

Lichfield, Staffordshire

Financial health

Financial Health

Strong

Strong · -10% CAGR over 1y

Location

168 Birmingham Road, Shenstone Wood End

Lichfield, Staffordshire, WS14 0NX

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Allisons Financial Planning Limited

Allisons

Wealth Management

12 employeesInc. 2004ST Helens, MerseysideCH 05210702

allisonsfinancial.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash82 / 100

Headcount100 / 100

What does Allisons Financial Planning Limited do?

Provides independent financial advice and brokerage services including mortgages for first-time buyers, remortgaging and buy‑to‑let, as well as pensions, retirement planning, investments, inheritance…

Who does Allisons Financial Planning Limited sell to?

Serves individuals, families and business owners in and around St Helens, including first-time buyers, homeowners, property investors, people planning retirement or wealth transfer, and companies…

Key contacts (1)

Alison Baglow

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1MEstimate

Founded

21 years ago

Since Aug 2004

ST Helens, Merseyside

Financial health

Financial Health

Strong

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

GrowingHiring

Location

The School House, 3 Cross Pit Lane, Rainford

St Helens, Merseyside, WA11 8AH

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Heavenly Finances Limited

Heavenly Finances

Wealth Management

5 employeesInc. 2011Hungerford, BerkshireCH 07842731

tpgh.co.uk/heavenly-finance-merger

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Financial sub-scores

Computed from 5 filings

Net assets87 / 100

Cash100 / 100

Headcount100 / 100

What does Heavenly Finances Limited do?

Provides financial advisory services including mortgage advice, wealth management, retirement planning, personal protection, and estate planning such as wills and powers of attorney, supporting…

Who does Heavenly Finances Limited sell to?

Serves UK residents seeking personal financial advice, including individuals and families needing mortgages, wealth management, retirement planning, family protection, and wills and powers of…

Key contacts (1)

Suzanne Jane Jukes

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£749.7KEstimate

Founded

14 years ago

Since Nov 2011

Hungerford, Berkshire

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 26% CAGR over 4y

GrowingHiring

Location

3 Tealgate, Charnham Park

Hungerford, Berkshire, RG17 0YT

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GGFM Limited

Gilson Gray Financial Management

Wealth Management

1 employeesInc. 2016Swanley Village, KentCH 10309379

gilsongrayfinancial.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

What does GGFM Limited do?

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

Who does GGFM Limited sell to?

Serves private individuals and corporate clients across the UK seeking financial advice, including wealth, retirement and protection planning, mortgages and specialist banking, and intergenerational…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£519.2KEstimate

Founded

9 years ago

Since Aug 2016

Swanley Village, Kent

Financial health

100

Financial Health

Strong

Location

The Old Barn, Off Wood Street

Swanley Village, Kent, BR8 7PA

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K.G. ASSOCIATES LIMITED

K.G. Associates

Wealth Management

8 employeesInc. 1996EpsomCH 03185598

partnership.sjp.co.uk/kgassociates

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Financial sub-scores

Computed from 5 filings

Net assets96 / 100

Cash100 / 100

Headcount20 / 100

What does K.G. ASSOCIATES LIMITED do?

Provides financial advice and wealth management services, including investment planning, retirement planning, protection planning, mortgages, and corporate financial services. Works with clients to…

Who does K.G. ASSOCIATES LIMITED sell to?

Serves private clients, families, retirees and business owners, with some corporate clients, seeking financial advice on wealth, retirement, protection, mortgages and intergenerational planning.

Key contacts (1)

Catherine Keenan Craig Nugent

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£332.2KEstimate

Founded

30 years ago

Since Apr 1996

Epsom

Financial health

Financial Health

Healthy

Healthy · -5% CAGR over 4y

Location

The Clockhouse, 4 Dorking Road

Epsom, KT18 7LX

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Zenia Wealth Management Limited

Zenia Wealth Management

Wealth Management

5 employeesInc. 2017Huddersfield, West YorkshireCH 10912086

zeniawealth.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount75 / 100

What does Zenia Wealth Management Limited do?

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

Who does Zenia Wealth Management Limited sell to?

Serves a mix of private clients and business customers, including women, business owners, SME directors, company directors, and individuals approaching or in retirement seeking financial advice.

Key contacts (1)

Yiota Wilkinson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£867.6KEstimate

Founded

8 years ago

Since Aug 2017

Huddersfield, West Yorkshire

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 8% CAGR over 3y

GrowingHiring

Location

Independence House Holly Bank Road, Lindley

Huddersfield, West Yorkshire, HD3 3LX

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Readymoney Investments Limited

RMI Independent Financial Advice

Wealth ManagementInsurance

7 employeesInc. 2009LondonCH 06899425

rmi-ifa.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount100 / 100

What does Readymoney Investments Limited do?

Provides independent financial advice to individuals and business owners on pensions, investments, retirement planning, mortgages, inheritance tax planning and equity release, while offering ongoing…

Who does Readymoney Investments Limited sell to?

Serves UK individuals and businesses, including people planning retirement, high earners and wealth holders, sustainable investors, mortgage seekers, SME owners, and professional advisers such as…

Key contacts (2)

Bryony Ann Evans

Director

Anthony Paul Eason

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£253.2KEstimate

Founded

17 years ago

Since May 2009

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 24% CAGR over 4y

Hiring

Location

71-75 Shelton Street, Covent Garden

London, WC2H 9JQ

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MEDICAL FAMILY FINANCE LTD

Medical Family Finance

Wealth Management

33 employeesInc. 2013TonbridgeCH 08689906

medicalfamilyfinance.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount50 / 100

What does MEDICAL FAMILY FINANCE LTD do?

Provides financial planning and advisory services for medical professionals and their families, including advice on mortgages, pensions, investments, ISAs, protection insurance, trusts and lasting…

Who does MEDICAL FAMILY FINANCE LTD sell to?

Serves medical professionals, particularly doctors and GPs, and their families seeking personal financial advice linked to NHS pensions and long-term financial planning.

Key contacts (1)

Joffrey Georges-Henri Denning

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.9MEstimate

Founded

12 years ago

Since Sep 2013

Tonbridge

Financial health

Financial Health

Strong

Strong · Growing · 2% CAGR over 3y

Growing

Location

2 St. Marys Road

Tonbridge, TN9 2LB

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505 more companies and their verified directors are in the file

You’re seeing the top 50. Buy the list to get all 555 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. 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.

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

UK B2C by Reviews & ratings

B2C Companies Using Trustindex in the UK B2C Companies Using Trustpilot in the UK B2C Companies Using Rich Plugins Reviews in the UK B2C Companies Using Reviews.io in the UK B2C Companies Using Feefo 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

Companies Using VouchedFor in the UK B2C in the UK B2C Companies in the UK Reviews & ratings Used by UK B2C Companies: Market Share (2026)

Frequently asked questions

How many UK B2C companies use VouchedFor?

329 actively-trading UK B2C companies run VouchedFor, detected via Firmbase's technology fingerprinting of their public websites joined with Companies House records. 1 of them report turnover above £5M in their most recent filed accounts.

What share of UK B2C companies run VouchedFor?

VouchedFor accounts for 4.6% of UK B2C companies with a detectable Reviews & ratings (329 of 7,215), behind Reviews.io (6.3%) and Feefo (5.7%).

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 B2C companies use VouchedFor in the UK?

The median VouchedFor-running B2C company employs 7 people and reports roughly £411k in UK turnover. 1 of the cohort report turnover above £5M.

What do VouchedFor-running B2C companies also run?

77.2% of VouchedFor-running UK B2C companies also run reCAPTCHA, 66.6% run Google Tag Manager, 53.2% run Google Ads, 52.6% run LinkedIn Ads. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 710 verified directors — names and roles — across these 329 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 555 companies as a spreadsheet.

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