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Companies Using VouchedFor in the UK: 349 Active Firms (2026)

UK companies running third-party review widgets on their websites use client feedback to signal trust in regulated advice and services.

For companies running this review-widget technology, the buying centre is usually commercial rather than IT: adviser principals, marketing managers and operations teams want visible validation at the point a prospect is deciding whether to enquire. The pattern fits sales-led, high-consideration services where trust claims need external corroboration, not a checkout funnel. A median turnover of about £405,000 and median headcount of 7 point to lean advisory firms rather than enterprise procurement teams, so implementation is likely to sit with the website agency, compliance reviewer and practice owner. Adoption signals that reputation evidence has become part of the conversion stack.

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Across the UK, 349 actively trading companies are running this review-widget technology on their public websites. The adoption picture is narrower than a general marketing-software footprint: it sits around client advice, trust signals and enquiry handling rather than broad e-commerce. Reported employment totals 1,179 people, making the cohort small in aggregate as well as at firm level. That headcount footprint fits the observed buyer shape: owner-managed or partner-led firms with enough client volume to care about online proof, but not usually the layered marketing, security and procurement teams seen in larger software estates.

Adoption is concentrated in wealth management, which accounts for 90.0% of the cohort, with smaller overlaps into insurance at 11.7%, accounting and audit at 5.4%, asset management at 4.6% and retail banking at 3.2%. That mix makes regulatory presentation more than a design choice. Firms using public testimonials and adviser-validation badges need to keep financial promotions, suitability claims and client consent under review, with FCA expectations and GDPR sitting closest to day-to-day use. Procurement also tends to involve the website agency and compliance function, because the widget changes how trust claims are displayed to prospective clients.

Adoption appears likely to remain tied to sales confidence rather than back-office efficiency. Smaller advisory firms tend to add external review signals when referral-led growth starts to meet paid search, social advertising and comparison-led discovery, while more mature firms may rationalise widgets as part of wider consent, analytics and brand-control work. The main constraint is not technical difficulty but governance: client testimonials are useful only while compliance teams are comfortable with their wording, placement and update cycle. Consolidation in the review and marketing stack may reduce the number of separate scripts on advisory websites, but trust proof is unlikely to disappear from the acquisition journey.

349

Active firms

2026

1

Above £5M turnover

Trading firms

7

Median headcount

Filed accounts

750

Verified contacts

Across this cohort

Key facts

About 1% of the trading cohort reports turnover above £5M (1 of 349 firms) — the rest sits below that revenue band.

6% of the cohort was incorporated since 2022 (21 firms), so a sizeable share is in its first few filing cycles.

Wealth management accounts for 90.0% (314) of the review-widget cohort, with smaller overlaps in insurance at 11.7% (41) and accounting and audit at 5.4% (19).

Form-protection tooling appears alongside the review widget on 75.9% (265) of sites, consistent with lead-generation journeys that rely on enquiry forms.

Tag-management tooling appears on 65.0% (227) of sites, suggesting that many operators measure review-led traffic alongside wider web analytics.

Paid search tooling is present across 51.0% (178) of the cohort, while professional-network advertising appears on 49.9% (174), pointing to a mix of inbound and paid acquisition.

What else do VouchedFor users run?

Captivate
Bynder

Share of the 349 VouchedFor-running UK companies where each technology was also detected. As of June 2026.

Who runs VouchedFor in the UK?

By sector

Wealth Management
Insurance
Accounting & Audit
Asset Management
Retail Banking
Other

Sectors overlap, so shares need not sum to 100%.

By financial health

Strong
Healthy
Stable
Weak
Distressed
Insufficient history

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

7

Median headcount

£405k

Median UK turnover

0.3%

Above £5M turnover

21

Incorporated since 2022

750 verified decision-maker contacts

across these 349 companies, with emails available in Firmbase. Filter by role, seniority and stack.

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Top UK companies 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

Enver Wealth Management Limited

Enver Wealth Management
Wealth ManagementAsset Management
13 employeesInc. 2015LondonCH 09598411
enverwm.co.uk

Financial sub-scores

Computed from 4 filings
Net assets79 / 100
Cash87 / 100
Headcount100 / 100
What does Enver Wealth Management Limited do?

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

Who does Enver Wealth Management Limited sell to?

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

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Company vitals
UK Headcount
13
UK Revenue
£4mEstimate
Founded
11 years ago
Since May 2015
HQ
London
Financial health
87

Financial Health

Strong

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

GrowingHiring

Location

Map of London
Afe Accountants Limited Building 4, North London Business Park, Oakleigh Road South
London, N11 1GN
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PFP Wealth Group Ltd

PFP Wealth
Wealth Management
22 employeesInc. 2021WakefieldCH 13267152
pfpwealth.co.uk

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount100 / 100
What does PFP Wealth Group Ltd do?

Provides financial planning and wealth management advice, including investment planning, pensions and retirement planning, protection insurance, mortgages, and intergenerational wealth planning. Also…

Who does PFP Wealth Group Ltd sell to?

Serves private clients, retirees and high-earning professionals, alongside business owners, company directors, corporate executives, medical/legal professionals, sports professionals and charities.

Key contacts (2)
JA
Judith Anne Humphrey
Director
MI
Matthew Ian Cairns
Director
More contacts & email available
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Company vitals
UK Headcount
22
UK Revenue
£1.7mEstimate
Founded
5 years ago
Since Mar 2021
HQ
Wakefield
Financial health
100

Financial Health

Strong

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

GrowingHiring

Location

Map of Wakefield
Unit 8, Paragon Business Park, Red Hall Court
Wakefield, WF1 2UY
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Bryant Hall Todd Wealth Management Limited

BHT Wealth
Wealth Management
6 employeesInc. 2020Maidenhead, BerkshireCH 12558147
bhtwealthmanagement.co.uk

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Headcount100 / 100
What does Bryant Hall Todd Wealth Management Limited do?

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

Who does Bryant Hall Todd Wealth Management Limited sell to?

Serves private clients, families and business customers, including company directors, business owners, contractors, city professionals, senior corporate executives and professional partnerships.

Key contacts (3)
SJ
Samuel John Alan Potter Todd
Director
CA
Charles Alexander Bryant
Director
NA
Nicholas Aaron Hall
Director
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Company vitals
UK Headcount
6
UK Revenue
£299kEstimate
Founded
6 years ago
Since Apr 2020
HQ
Maidenhead, Berkshire
Financial health
100

Financial Health

Strong

Strong · Hiring · 19% CAGR over 4y

Hiring

Location

Map of Maidenhead, Berkshire
Dairy House Moneyrow Green, Holyport
Maidenhead, Berkshire, SL6 2ND
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GGFM Limited

Gilson Gray Financial Management
Wealth Management
1 employeesInc. 2016Swanley Village, KentCH 10309379
gilsongrayfinancial.co.uk

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…

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Company vitals
UK Headcount
1
UK Revenue
£519.2kEstimate
Founded
9 years ago
Since Aug 2016
HQ
Swanley Village, Kent
Financial health
100

Financial Health

Strong

Strong

Location

Map of Swanley Village, Kent
The Old Barn, Off Wood Street
Swanley Village, Kent, BR8 7PA
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Mortgage Force (UK) Ltd

Mortgage Force
Retail Banking
11 employeesInc. 2015DerbyCH 09394027
mortgageforce.co.uk

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…

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Company vitals
UK Headcount
11
UK Revenue
£2.4mEstimate
Founded
11 years ago
Since Jan 2015
HQ
Derby
Financial health
100

Financial Health

Strong

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

GrowingHiring

Location

Map of Derby
Chestnut House, 65a Friar Gate
Derby, DE1 1DJ
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Bath Wealth Management Limited

Crocker & Partners
Wealth Management
4 employeesInc. 2016Cheltenham, GloucestershireCH 10084999
bathwealth.co.uk

Financial sub-scores

Computed from 5 filings
Net assets74 / 100
Cash56 / 100
Headcount40 / 100
What does Bath Wealth Management Limited do?

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

Who does Bath Wealth Management Limited sell to?

Serves a mix of private clients, families, medical professionals and businesses, with an emphasis on Bath, London and South West England.

Key contacts (1)
JC
James Crocker
Director
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Company vitals
UK Headcount
4
UK Revenue
£276.3kEstimate
Founded
10 years ago
Since Mar 2016
HQ
Cheltenham, Gloucestershire
Financial health
60

Financial Health

Stable

Stable · Growing · 0% CAGR over 4y

Growing

Location

Map of Cheltenham, Gloucestershire
12 Montpellier Arcade
Cheltenham, Gloucestershire, GL50 1SU
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Maspero Associates Wealth Management Limited

Maspero Associates Wealth Management
Wealth Management
5 employeesInc. 2015Dorchester, DorsetCH 09933578
masperoassociates.co.uk

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount100 / 100
What does Maspero Associates Wealth Management Limited do?

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

Who does Maspero Associates Wealth Management Limited sell to?

Serves individuals, families and businesses seeking wealth management support, including private clients, business owners, company directors, retirees and sports professionals.

Key contacts (2)
PJ
Poppy Jane Hoskins
Director
AI
Alasdair Ian Maspero
Director
More contacts & email available
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Company vitals
UK Headcount
5
UK Revenue
£967.5kEstimate
Founded
10 years ago
Since Dec 2015
HQ
Dorchester, Dorset
Financial health
100

Financial Health

Strong

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

GrowingHiring

Location

Map of Dorchester, Dorset
20 Vespasian Way
Dorchester, Dorset, DT1 2RD
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Allisons Financial Planning Limited

Allisons
Wealth Management
12 employeesInc. 2004ST Helens, MerseysideCH 05210702
allisonsfinancial.com

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)
AB
Alison Baglow
Director
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Company vitals
UK Headcount
12
UK Revenue
£1mEstimate
Founded
21 years ago
Since Aug 2004
HQ
ST Helens, Merseyside
Financial health
95

Financial Health

Strong

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

GrowingHiring

Location

Map of ST Helens, Merseyside
The School House, 3 Cross Pit Lane, Rainford
St Helens, Merseyside, WA11 8AH
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VITTY ALEXANDER WEALTH MANAGEMENT LTD

Vitty Alexander Wealth Management
Wealth Management
6 employeesInc. 2014Sheffield, South YorkshireCH 08915728
vittyalexander.co.uk

Financial sub-scores

Computed from 3 filings
Net assets96 / 100
Cash100 / 100
Headcount70 / 100
What does VITTY ALEXANDER WEALTH MANAGEMENT LTD do?

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

Who does VITTY ALEXANDER WEALTH MANAGEMENT LTD sell to?

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

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Company vitals
UK Headcount
6
UK Revenue
£870.9kEstimate
Founded
12 years ago
Since Feb 2014
HQ
Sheffield, South Yorkshire
Financial health
90

Financial Health

Strong

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

GrowingHiring

Location

Map of Sheffield, South Yorkshire
The Old Bank 997 Abbeydale Road, Millhouses
Sheffield, South Yorkshire, S7 2QE
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Eccles Greenwood Financial Planning LLP

Eccles Greenwood Financial Planning
Wealth Management
6 employeesInc. 2018Barnoldswick, LancashireCH OC423202
ecclesgreenwood.co.uk

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)
LR
Lee Robert Eccles
Llp Designated Member
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Company vitals
UK Headcount
6
UK Revenue
£342.4kEstimate
Founded
7 years ago
Since Jul 2018
HQ
Barnoldswick, Lancashire
Financial health
100

Financial Health

Strong

Strong · Hiring · 22% CAGR over 2y

Hiring

Location

Map of Barnoldswick, Lancashire
3 Bank Buildings
Barnoldswick, Lancashire, BB18 5ND
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SWFS Limited

Swfs
Wealth Management
8 employeesInc. 2007HertfordshireCH 06371870
swfsltd.co.uk

Financial sub-scores

Computed from 5 filings
Net assets58 / 100
Cash100 / 100
Headcount100 / 100
What does SWFS Limited do?

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

Who does SWFS Limited sell to?

Serves private clients and business clients seeking financial advice, with specialist focus on medical professionals, business owners, senior corporate executives and professional partners.

Key contacts (1)
SA
Sanjay Arvind Wadhia
Director
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Company vitals
UK Headcount
8
UK Revenue
£1.1mEstimate
Founded
18 years ago
Since Sep 2007
HQ
Hertfordshire
Financial health
81

Financial Health

Strong

Strong · Hiring · 68% CAGR over 4y

Hiring

Location

Map of Hertfordshire
31 Tudor Manor Gardens, Watford
Hertfordshire, WD25 9TQ
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New Forest Wealth Management Limited

NEW Forest Wealth Management
Wealth Management
21 employeesInc. 2012Woking, SurreyCH 08181768
newforestwealthmanagement.co.uk

Financial sub-scores

Computed from 3 filings
Net assets83 / 100
Cash100 / 100
Headcount56 / 100
What does New Forest Wealth Management Limited do?

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

Who does New Forest Wealth Management Limited sell to?

Serves private clients, families across generations, retirees, mortgage applicants, business owners and corporate clients, including clients planning long-term care or intergenerational wealth and…

Key contacts (2)
VA
Victoria Anne Hodgson
Director
AM
Adam Michael Johnson
Director
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Company vitals
UK Headcount
21
UK Revenue
£2.2mEstimate
Founded
13 years ago
Since Aug 2012
HQ
Woking, Surrey
Financial health
80

Financial Health

Strong

Strong · Growing, Hiring · 5% CAGR over 2y

GrowingHiring

Location

Map of Woking, Surrey
Chancery House, 30 St Johns Road
Woking, Surrey, GU21 7SA
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First Choice Financial Management Limited

First Choice Financial Management
Wealth Management
5 employeesInc. 1999Bourne END, BuckinghamshireCH 03741616
firstchoicefinancial.co.uk

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount14 / 100
What does First Choice Financial Management Limited do?

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

Who does First Choice Financial Management Limited sell to?

Serves individuals, families, business owners and corporate clients seeking financial planning, wealth management, retirement, protection, mortgage and intergenerational wealth advice.

Key contacts (1)
AJ
Alex James Murphy
Director
More contacts & email available
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Company vitals
UK Headcount
5
UK Revenue
£423.8kEstimate
Founded
27 years ago
Since Mar 1999
HQ
Bourne END, Buckinghamshire
Financial health
77

Financial Health

Healthy

Healthy · -8% CAGR over 4y

Location

Map of Bourne END, Buckinghamshire
Fawley House 2 Regatta Place, Marlow Road
Bourne End, Buckinghamshire, SL8 5TD
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Bowcliffe Wealth Management Limited

Bowcliffe Wealth Management
Wealth Management
13 employeesInc. 2015WetherbyCH 09724428
bowcliffewm.co.uk

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)
AB
Adrian Brook
Director
More contacts & email available
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Company vitals
UK Headcount
13
UK Revenue
£793.5kEstimate
Founded
10 years ago
Since Aug 2015
HQ
Wetherby
Financial health
98

Financial Health

Strong

Strong · Growing, Hiring · 10% CAGR over 4y

GrowingHiring

Location

Map of Wetherby
Bowcliffe Court, Bowcliffe Hall Great North Road, Bramham
Wetherby, LS23 6LW
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HJP Wealth Management Limited

HJP Chartered Financial Planners
Wealth Management
24 employeesInc. 2016DorkingCH 10490173
hjpcfp.com

Financial sub-scores

Computed from 3 filings
Net assets40 / 100
Cash81 / 100
Headcount32 / 100
What does HJP Wealth Management Limited do?

Provides financial planning and advisory services including investment management, retirement and pension planning, inheritance tax and estate planning, protection insurance advice, mortgages, and…

Who does HJP Wealth Management Limited sell to?

Serves private clients, families, retirees and business owners, with additional support for women, long-term care clients and companies needing corporate financial advice, with Surrey locally…

Key contacts (4)
GJ
Gary John Lynch
Director
RA
Richard Alan Charles Phillips
Director
YM
Yvonne Magdalena Bavin
Director
GR
Gregor Robertson Watt
Director
More contacts & email available
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Company vitals
UK Headcount
24
UK Revenue
£2.9m
Founded
9 years ago
Since Nov 2016
HQ
Dorking
Financial health
49

Financial Health

Stable

Stable · -4% CAGR over 2y

Financial distressTechnical insolvency

Location

Map of Dorking
176 South Street
Dorking, RH4 2ES
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Ballantine Wealth Management Limited

Ballantine Wealth Management
Wealth Management
9 employeesInc. 2018Taunton, SomersetCH 11428358
ballantinewm.co.uk

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)
TC
Thomas Christopher Britton
Director
DJ
David James Ballantine
Director
LJ
Leighton John Ballantine
Director
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Company vitals
UK Headcount
9
UK Revenue
£719.8kEstimate
Founded
7 years ago
Since Jun 2018
HQ
Taunton, Somerset
Financial health
99

Financial Health

Strong

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

GrowingHiring

Location

Map of Taunton, Somerset
Suite 106 Viney Court, Viney Street
Taunton, Somerset, TA1 3FB
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Chronos Wealth Ltd

Chronos Wealth Management
Wealth Management
2 employeesInc. 2019Altrincham, CheshireCH 11782270
chronoswm.co.uk

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash77 / 100
What does Chronos Wealth Ltd do?

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

Who does Chronos Wealth Ltd sell to?

Serves private clients, retirees, divorcing individuals, business owners, company directors and professional partners seeking wealth management and financial planning advice.

Key contacts (1)
EA
Elizabeth Ann Bird
Director
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Company vitals
UK Headcount
2
UK Revenue
£869.7kEstimate
Founded
7 years ago
Since Jan 2019
HQ
Altrincham, Cheshire
Financial health
91

Financial Health

Strong

Strong · 0% CAGR over 3y

Location

Map of Altrincham, Cheshire
Two Four Nine North, Lynnfield House
Altrincham, Cheshire, WA14 4DZ
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WHITE HOUSE CAPITAL MANAGEMENT LTD

White House Capital Management
Wealth Management
13 employeesInc. 2005Chichester, West SussexCH 05636221
whitehousefm.co.uk

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
Cash100 / 100
Headcount100 / 100
What does WHITE HOUSE CAPITAL MANAGEMENT LTD do?

Provides financial planning and wealth management advice, including investment planning, retirement planning, inheritance tax planning, protection and mortgages. Acts as an appointed representative…

Who does WHITE HOUSE CAPITAL MANAGEMENT LTD sell to?

Serves private individuals, families and business clients seeking financial advice on wealth, retirement, inheritance and protection planning, with additional support for corporate clients and…

Key contacts (2)
TC
Thomas Christopher Whitehouse
Director
EW
Edward Whitehouse
Director
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Company vitals
UK Headcount
13
UK Revenue
£1.5mEstimate
Founded
20 years ago
Since Nov 2005
HQ
Chichester, West Sussex
Financial health
100

Financial Health

Strong

Strong · Growing, Hiring · 61% CAGR over 2y

GrowingHiring

Location

Map of Chichester, West Sussex
Cawley Place, 15 Cawley Road
Chichester, West Sussex, PO19 1UZ
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AFS Wealth Management Limited

AFS Wealth Management
Wealth Management
12 employeesInc. 2004Newcastle, StaffordshireCH 05264623
afswm.co.uk

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash83 / 100
Headcount100 / 100
What does AFS Wealth Management Limited do?

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

Who does AFS Wealth Management Limited sell to?

Serves individual clients and families seeking personal financial advice, including investment, retirement, protection, mortgage and intergenerational wealth planning, and also sells to business…

More contacts & email available
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Company vitals
UK Headcount
12
UK Revenue
£723.7k
Founded
21 years ago
Since Oct 2004
HQ
Newcastle, Staffordshire
Financial health
95

Financial Health

Strong

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

GrowingHiring

Location

Map of Newcastle, Staffordshire
Old Stables Court, 6a Queen Street
Newcastle, Staffordshire, ST5 1ED
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Apogee Wealth Management Limited

Apogee Wealth Management
Wealth Management
31 employeesInc. 2009Knutsford, CheshireCH 06925283
apogeewealth.co.uk

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount98 / 100
What does Apogee Wealth Management Limited do?

Provides independent financial planning and wealth management services, including pension advice, retirement planning, tax‑efficient investment strategies, and inheritance tax planning for…

Who does Apogee Wealth Management Limited sell to?

Serves private clients, business owners nearing retirement, people seeking pension, inheritance tax or tax-efficient investment advice, and professional connections looking to refer clients for…

Key contacts (3)
SG
Simon Gerald Hardstaff
Director
DP
David Peter Clewlow
Director
PC
Paul Christopher Rowling
Director
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Company vitals
UK Headcount
31
UK Revenue
£3.9mEstimate
Founded
17 years ago
Since Jun 2009
HQ
Knutsford, Cheshire
Financial health
99

Financial Health

Strong

Strong · Growing, Hiring · 10% CAGR over 4y

GrowingHiring

Location

Map of Knutsford, Cheshire
No.1 Booths Park, Chelford Road
Knutsford, Cheshire, WA16 8GS
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Sovereign Wealth Limited

Sovereign Wealth
Wealth Management
0 employeesInc. 2010Leeds, YorkshireCH 07115386
sovereign-wealth.co.uk

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…

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Company vitals
UK Headcount
0
UK Revenue
£2.5mEstimate
Founded
16 years ago
Since Jan 2010
HQ
Leeds, Yorkshire
Financial health
91

Financial Health

Strong

Strong

Location

Map of Leeds, Yorkshire
1285 Century Way, Thorpe Park
Leeds, Yorkshire, LS15 8ZB
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SLAIYBURN FINANCIAL PLANNING LIMITED

Slaiyburn Financial Planning
Wealth Management
7 employeesInc. 2009Huddersfield, West YorkshireCH 06918298
slaiyburn.co.uk

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)
CL
Clare Louise Beswick
Director
RB
Richard Baden Baxter
Director
NS
Neil Stuart Auty
Director
CR
Clive Richard Berry
Director
AC
Angela Christine Berry
Director
More contacts & email available
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Company vitals
UK Headcount
7
UK Revenue
£360kEstimate
Founded
17 years ago
Since May 2009
HQ
Huddersfield, West Yorkshire
Financial health
100

Financial Health

Strong

Strong · Hiring · 33% CAGR over 3y

Hiring

Location

Map of Huddersfield, West Yorkshire
Whitby Court Abbey Road, Shepley
Huddersfield, West Yorkshire, HD8 8EL
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LFP Consultants Limited

LFP Consultants
Wealth Management
16 employeesInc. 2004Chorley, LancashireCH 05107595
lfp.co.uk

Financial sub-scores

Computed from 4 filings
Net assets100 / 100
Cash100 / 100
Headcount17 / 100
What does LFP Consultants Limited do?

Provides financial planning and wealth management advice to individuals, business owners, trustees and charities. Services include investment planning, retirement planning, inheritance tax planning,…

Who does LFP Consultants Limited sell to?

Targets private clients, business owners, company directors, senior executives, trustees and charities, with stated coverage across North West England and beyond.

Key contacts (1)
MJ
Mark John Chester
Director
More contacts & email available
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Company vitals
UK Headcount
16
UK Revenue
£851.1kEstimate
Founded
22 years ago
Since Apr 2004
HQ
Chorley, Lancashire
Financial health
77

Financial Health

Healthy

Healthy · -9% CAGR over 3y

Location

Map of Chorley, Lancashire
Legacy House 407 Preston Road, Clayton Le Woods
Chorley, Lancashire, PR6 7JA
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Fortitude Wealth Management Limited

Fortitude Wealth Management
Wealth Management
3 employeesInc. 2018Canterbury, KentCH 11196414
fortitudewealthmanagement.co.uk

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
What does Fortitude Wealth Management Limited do?

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

Who does Fortitude Wealth Management Limited sell to?

Serves private clients and business clients, including business owners, company directors, city professionals, retirees, financial professionals and non-domiciled individuals.

Key contacts (1)
AD
Alex David MacIntyre
Director
More contacts & email available
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Company vitals
UK Headcount
3
UK Revenue
£421.7kEstimate
Founded
8 years ago
Since Feb 2018
HQ
Canterbury, Kent
Financial health
100

Financial Health

Strong

Strong · -9% CAGR over 3y

Location

Map of Canterbury, Kent
6-8 Longmarket
Canterbury, Kent, CT1 2JS
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LAWRENCE NEIL WEALTH MANAGEMENT LTD

Lawrence Neil Wealth Management
Wealth Management
10 employeesInc. 2020Scarborough, North YorkshireCH 13047008
lawrenceneilwealthmanagement.co.uk

Financial sub-scores

Computed from 4 filings
Net assets100 / 100
Cash100 / 100
Headcount75 / 100
What does LAWRENCE NEIL WEALTH MANAGEMENT LTD do?

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

Who does LAWRENCE NEIL WEALTH MANAGEMENT LTD sell to?

Serves private clients, business owners, company directors, medical, city and sports professionals, plus charities and corporate clients seeking long-term financial planning support.

Key contacts (2)
NL
Neil Lawrence Fletcher
Director
SD
Stephen Dennis Chapman
Director
More contacts & email available
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Company vitals
UK Headcount
10
UK Revenue
£208.2kEstimate
Founded
5 years ago
Since Nov 2020
HQ
Scarborough, North Yorkshire
Financial health
93

Financial Health

Strong

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

GrowingHiring

Location

Map of Scarborough, North Yorkshire
Jws Hopper Hill Road, Eastfield
Scarborough, North Yorkshire, YO11 3YS
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S & K Berry Wealth Management Limited

S & K Berry Wealth Management
Wealth Management
10 employeesInc. 2022Leeds, West YorkshireCH 14449632
partnership.sjp.co.uk/stuartberry

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
Cash100 / 100
Headcount93 / 100
What does S & K Berry Wealth Management Limited do?

Provides financial planning and wealth management advice as a partner practice of St. James’s Place. Advises individuals and business owners on investment planning, retirement planning, protection,…

Who does S & K Berry Wealth Management Limited sell to?

Serves affluent individuals, business owners and company directors with higher-than-average incomes or accumulated capital, including clients with complex personal, retirement, protection and…

Key contacts (2)
KJ
Kerry Jane Berry
Director
RG
Robert Gordon Stalker
Director
More contacts & email available
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Company vitals
UK Headcount
10
UK Revenue
£867kEstimate
Founded
3 years ago
Since Oct 2022
HQ
Leeds, West Yorkshire
Financial health
98

Financial Health

Strong

Strong · Growing, Hiring · 20% CAGR over 2y

GrowingHiring

Location

Map of Leeds, West Yorkshire
5 Woodside Mews, Clayton Wood Close
Leeds, West Yorkshire, LS16 6QE
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MLP WEALTH MANAGEMENT LTD

MLP Wealth
Wealth Management
7 employeesInc. 2004Banstead, SurreyCH 05125791
mlpwealth.co.uk

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)
SP
Sean Paolo Michael Standerwick
Director
PF
Paul Francis Standerwick
Director
More contacts & email available
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Company vitals
UK Headcount
7
UK Revenue
£1.5mEstimate
Founded
22 years ago
Since May 2004
HQ
Banstead, Surrey
Financial health
93

Financial Health

Strong

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

GrowingHiring

Location

Map of Banstead, Surrey
36 High Street
Banstead, Surrey, SM7 2LS
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SPECTRUM WEALTH GROUP LTD

Spectrum Wealth
Wealth Management
10 employeesInc. 2020GlasgowCH SC682808
spectrumwealthgroup.com

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
Cash100 / 100
Headcount100 / 100
What does SPECTRUM WEALTH GROUP LTD do?

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

Who does SPECTRUM WEALTH GROUP LTD sell to?

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

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Company vitals
UK Headcount
10
UK Revenue
£488.3kEstimate
Founded
5 years ago
Since Dec 2020
HQ
Glasgow
Financial health
100

Financial Health

Strong

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

GrowingHiring

Location

Map of Glasgow
4/5 Turnberry House, 175 West George Street
Glasgow, G2 2LB
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Nick Barnes Wealth Management Limited

Barnes Wealth Management
Wealth Management
11 employeesInc. 2010Bicester, OxfordshireCH 07433084
nickbarneswm.co.uk

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount100 / 100
What does Nick Barnes Wealth Management Limited do?

Provides financial planning and wealth management services, including pension funding advice, investment planning, retirement and protection planning, mortgages, and financial advice for private…

Who does Nick Barnes Wealth Management Limited sell to?

Serves affluent private clients, families, retirees, business owners and company directors, including people with significant capital or higher incomes and owner-managed businesses needing corporate…

Key contacts (1)
DW
Daniel William Barnes
Director
More contacts & email available
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Company vitals
UK Headcount
11
UK Revenue
£390.1kEstimate
Founded
15 years ago
Since Nov 2010
HQ
Bicester, Oxfordshire
Financial health
100

Financial Health

Strong

Strong · Growing, Hiring · 22% CAGR over 4y

GrowingHiring

Location

Map of Bicester, Oxfordshire
The Stables Unit 5a, Tusmore
Bicester, Oxfordshire, OX27 7SL
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Dalvi Wealth Management Limited

Dalvi Wealth Management
Wealth Management
5 employeesInc. 2016Bracknell, BerkshireCH 10457300
dalviwealth.co.uk

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Headcount100 / 100
What does Dalvi Wealth Management Limited do?

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

Who does Dalvi Wealth Management Limited sell to?

Serves private clients, families, business owners and companies seeking wealth-management and corporate financial advice, including people looking to build, grow, protect or preserve wealth.

Key contacts (1)
RD
Ranjeeta Dalvi
Director
More contacts & email available
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Company vitals
UK Headcount
5
UK Revenue
£289.7kEstimate
Founded
9 years ago
Since Nov 2016
HQ
Bracknell, Berkshire
Financial health
100

Financial Health

Strong

Strong · Hiring · 26% CAGR over 4y

Hiring

Location

Map of Bracknell, Berkshire
14 Hurricane Gate
Bracknell, Berkshire, RG12 9SR
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CHARTWELL FINANCIAL SERVICES LIMITED

Chartwell Wealth Management
Wealth Management
12 employeesInc. 1991WarringtonCH 02578206
chartwellfs.com

Financial sub-scores

Computed from 5 filings
Profitability66 / 100
Net assets71 / 100
Cash82 / 100
Headcount26 / 100
What does CHARTWELL FINANCIAL SERVICES LIMITED do?

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

Who does CHARTWELL FINANCIAL SERVICES LIMITED sell to?

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

Key contacts (1)
GA
George Alexander Newton Fletcher
Director
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Company vitals
UK Headcount
12
UK Revenue
£1.3m
Founded
35 years ago
Since Jan 1991
HQ
Warrington
Financial health
63

Financial Health

Healthy

Healthy · Profitable · -4% CAGR over 4y

Profitable

Location

Map of Warrington
Chapel House Barn Pillmoss Lane, Lower Whitley
Warrington, WA4 4DW
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HDG Financial Services Ltd

MAC Financial
Wealth Management
7 employeesInc. 2014ManchesterCH 08848340
macfinancial.co.uk

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Headcount90 / 100
What does HDG Financial Services Ltd do?

Provides independent financial advice and planning services, including investment management, retirement planning, income and health protection, mortgage and finance advice, and tax planning. Offers…

Who does HDG Financial Services Ltd sell to?

Serves individuals, families and businesses seeking independent financial advice, including young adults starting out, homeowners or new families, pre-retirees, retirees, and corporate clients.

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Company vitals
UK Headcount
7
UK Revenue
£258.2kEstimate
Founded
12 years ago
Since Jan 2014
HQ
Manchester
Financial health
96

Financial Health

Strong

Strong · Hiring · 9% CAGR over 4y

Hiring

Location

Map of Manchester
6th Floor Chancery Place, 50 Brown Street
Manchester, M2 2JT
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WESTMINSTER WEALTH MANAGEMENT LLP

Westminster Wealth Management
Wealth Management
63 employeesInc. 2006LondonCH OC320806
westminster-wealth.com

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)
JP
James Patrick Lovatt Pearson
Llp Member
JH
James Harvey Perkins
Llp Member
MJ
Martin John Lockyer
Llp Designated Member
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Company vitals
UK Headcount
63
UK Revenue
£15.9m
Founded
19 years ago
Since Jul 2006
HQ
London
Financial health
84

Financial Health

Strong

Strong · Hiring · 9% CAGR over 2y

Hiring

Location

Map of London
167 Fleet Street
London, EC4A 2EA
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HALL & GERTSKI WEALTH MANAGEMENT LTD

Hall & Gertski Wealth Management
Wealth Management
16 employeesInc. 2014Rochester, KentCH 09010635
hallandgertskiwealthmanagement.co.uk

Financial sub-scores

Computed from 3 filings
Net assets71 / 100
Cash100 / 100
Headcount34 / 100
What does HALL & GERTSKI WEALTH MANAGEMENT LTD do?

Provides financial planning and wealth management services including investment management, retirement planning, insurance and protection advice, mortgage and banking guidance, and corporate…

Who does HALL & GERTSKI WEALTH MANAGEMENT LTD sell to?

Serves private clients and businesses across the UK, including business owners, company directors, senior executives, medical, legal, city and sports professionals, contractors, retirees, women,…

More contacts & email available
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Company vitals
UK Headcount
16
UK Revenue
£1.8mEstimate
Founded
12 years ago
Since Apr 2014
HQ
Rochester, Kent
Financial health
69

Financial Health

Healthy

Healthy · -3% CAGR over 2y

Location

Map of Rochester, Kent
Unit 4, The Barn 2 Oakleigh Grove, Cliffe Woods
Rochester, Kent, ME3 8GY
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GREY PARROT GROUP LTD

Grey Parrot
Wealth ManagementInsurance
6 employeesInc. 2021Witney, OxfordshireCH 13297390
grey-parrot.co.uk

Financial sub-scores

Computed from 4 filings
Net assets100 / 100
Headcount100 / 100
What does GREY PARROT GROUP LTD do?

Provides financial planning and investment advice services. Offers evidence‑based investing using low‑cost passive funds, and advises individuals, business owners, companies and insurance brokers on…

Who does GREY PARROT GROUP LTD sell to?

Serves UK individuals, business owners, companies and insurance brokers seeking financial planning and investment guidance for themselves, employees or clients.

Key contacts (1)
TM
Timothy Mottram
Director
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Company vitals
UK Headcount
6
UK Revenue
£83.3kEstimate
Founded
5 years ago
Since Mar 2021
HQ
Witney, Oxfordshire
Financial health
100

Financial Health

Strong

Strong · Hiring · 44% CAGR over 3y

Hiring

Location

Map of Witney, Oxfordshire
65a Newland Street, Eynsham
Witney, Oxfordshire, OX29 4LD
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REFLECT FINANCE LTD

Reflect Financial
Wealth Management
9 employeesInc. 2021CardiffCH 13494732
reflectfp.co.uk

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)
PH
Patrick Herman
Director
More contacts & email available
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Company vitals
UK Headcount
9
UK Revenue
£1mEstimate
Founded
4 years ago
Since Jul 2021
HQ
Cardiff
Financial health
100

Financial Health

Strong

Strong · 246% CAGR over 2y

Location

Map of Cardiff
13494732 - Companies House Default Address
Cardiff, CF14 8LH
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DMB Wealth Management Ltd

DMB Wealth Management
Wealth Management
5 employeesInc. 2015HartlepoolCH 09626661
dmbwealthmanagement.co.uk

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
Cash100 / 100
Headcount100 / 100
What does DMB Wealth Management Ltd do?

Provides financial planning and wealth management advice to individuals, professionals and business owners. Services include investment management, retirement and pension planning, protection and…

Who does DMB Wealth Management Ltd sell to?

Serves private clients, company directors, business owners and medical/professional clients, combining personal financial advice for individuals with corporate services for businesses.

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Company vitals
UK Headcount
5
UK Revenue
£135.1kEstimate
Founded
11 years ago
Since Jun 2015
HQ
Hartlepool
Financial health
100

Financial Health

Strong

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

GrowingHiring

Location

Map of Hartlepool
The Old Brewery, Castle Eden
Hartlepool, TS27 4SU
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Clarence Place Wealth Management Ltd

Clarence Place Wealth Management
Wealth Management
10 employeesInc. 2012Gravesend, GraveshamCH 08094437
clarenceplace.co.uk

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount100 / 100
What does Clarence Place Wealth Management Ltd do?

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

Who does Clarence Place Wealth Management Ltd sell to?

Serves private individuals and families seeking wealth, retirement and protection planning, plus business owners, medical professionals and corporate clients needing financial advice and protection…

Key contacts (2)
KE
Katherine Elizabeth Shamsaddini
Director
CS
Chia Shamsaddini
Director
More contacts & email available
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Company vitals
UK Headcount
10
UK Revenue
£565.1kEstimate
Founded
14 years ago
Since Jun 2012
HQ
Gravesend, Gravesham
Financial health
100

Financial Health

Strong

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

GrowingHiring

Location

Map of Gravesend, Gravesham
Mission House, 19, Royal Pier Road
Gravesend, Gravesham, DA12 2BD
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Invictus Wealth Consultants Limited

Invictus Wealth Consultants
Wealth Management
11 employeesInc. 2016HorshamCH 10499543
invictuswealth.co.uk

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash95 / 100
Headcount100 / 100
What does Invictus Wealth Consultants Limited do?

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

Who does Invictus Wealth Consultants Limited sell to?

Serves private clients, business owners, professional partnerships, senior corporate executives, company directors and contractors seeking wealth management and financial advice.

Key contacts (1)
LA
Lloyd Alexander Magee
Director
More contacts & email available
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Company vitals
UK Headcount
11
UK Revenue
£730kEstimate
Founded
9 years ago
Since Nov 2016
HQ
Horsham
Financial health
99

Financial Health

Strong

Strong · Growing, Hiring · 38% CAGR over 4y

GrowingHiring

Location

Map of Horsham
Unit 7 New House Business Centre Old Crawley Road, Faygate
Horsham, RH12 4RU
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Rees Wealth Management Ltd

Rees Wealth Management
Wealth Management
6 employeesInc. 2019Loughborough, LeicestershireCH 11866965
reeswealthmanagement.co.uk

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount100 / 100
What does Rees Wealth Management Ltd do?

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

Who does Rees Wealth Management Ltd sell to?

Serves private clients and business clients, including business owners, senior corporate executives, company directors, city professionals, sports professionals and families managing wealth across…

More contacts & email available
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Company vitals
UK Headcount
6
UK Revenue
£557.6kEstimate
Founded
7 years ago
Since Mar 2019
HQ
Loughborough, Leicestershire
Financial health
100

Financial Health

Strong

Strong · Growing, Hiring · 19% CAGR over 4y

GrowingHiring

Location

Map of Loughborough, Leicestershire
Bandalls Farm Cotes Road, Cotes
Loughborough, Leicestershire, LE12 5TF
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STRATEGIC VISION WEALTH LIMITED

Strategic Vision Wealth Management
Wealth Management
8 employeesInc. 2009Kidlington, OxfordshireCH 06820917
svwm.co.uk

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
Cash100 / 100
Headcount61 / 100
What does STRATEGIC VISION WEALTH LIMITED do?

Provides independent financial advice and wealth management services including financial planning, pension and investment reviews, and advice for individuals, businesses, directors, medical…

Who does STRATEGIC VISION WEALTH LIMITED sell to?

Serves private clients, couples and families, plus business owners, directors, executives, medical professionals, trustees, attorneys, solicitors and accountants in Oxford and Oxfordshire.

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Company vitals
UK Headcount
8
UK Revenue
£336.1kEstimate
Founded
17 years ago
Since Feb 2009
HQ
Kidlington, Oxfordshire
Financial health
89

Financial Health

Strong

Strong · Growing, Hiring · 7% CAGR over 2y

GrowingHiring

Location

Map of Kidlington, Oxfordshire
Clock Tower, 2 - 4 High Street
Kidlington, Oxfordshire, OX5 2DH
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Chester Financial Wealth Management Limited

Chester Financial Wealth Management
Wealth ManagementInsurance
5 employeesInc. 2010ChesterCH 07469633
chesterfinancial.co.uk

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)
AB
Andrea Bird
Director
More contacts & email available
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Company vitals
UK Headcount
5
UK Revenue
£190.3kEstimate
Founded
15 years ago
Since Dec 2010
HQ
Chester
Financial health
100

Financial Health

Strong

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

GrowingHiring

Location

Map of Chester
Watergate House, 85 Watergate Street
Chester, CH1 2LF
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FLYING COLOURS ADVICE LIMITED

Flying Colours
Wealth Management
Inc. 2014Bracknell, SurreyCH 09075635
fcadvice.co.uk

Financial sub-scores

Computed from 5 filings
Cash100 / 100
What does FLYING COLOURS ADVICE LIMITED do?

Provides independent financial advice to individuals and business owners, including pension and retirement planning, investment management, inheritance tax and estate planning, protection insurance,…

Who does FLYING COLOURS ADVICE LIMITED sell to?

Serves private clients including families, retirees, people approaching retirement, wealth-building individuals, later-life clients and business owners.

Key contacts (4)
RH
Renzo Henri Dominique Desbordes
Director
BL
Billy Lewis Ambler
Director
GD
George David Agan
Director
NT
Nicholas Tattersall
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£4m
Founded
12 years ago
Since Jun 2014
HQ
Bracknell, Surrey
Financial health
100

Financial Health

Strong

Strong

Location

Map of Bracknell, Surrey
2nd Floor, Greenwood House, London Road
Bracknell, Surrey, RG12 2AA
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JANE NEWMAN FINANCIAL PLANNING LIMITED

Jane Newman Financial Planning
Wealth Management
9 employeesInc. 2011Droitwich, WorcestershireCH 07685406
janenewmanfp.co.uk

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)
EJ
Emily Jane Newman
Director
EJ
Elizabeth Jane Manning
Director
More contacts & email available
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Company vitals
UK Headcount
9
UK Revenue
£448.1kEstimate
Founded
14 years ago
Since Jun 2011
HQ
Droitwich, Worcestershire
Financial health
80

Financial Health

Healthy

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

GrowingHiring

Location

Map of Droitwich, Worcestershire
10 St. Andrews Road
Droitwich, Worcestershire, WR9 8DN
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Readymoney Investments Limited

RMI Independent Financial Advice
Wealth ManagementInsurance
7 employeesInc. 2009LondonCH 06899425
rmi-ifa.co.uk

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)
BA
Bryony Ann Evans
Director
AP
Anthony Paul Eason
Director
More contacts & email available
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Company vitals
UK Headcount
7
UK Revenue
£253.2kEstimate
Founded
17 years ago
Since May 2009
HQ
London
Financial health
100

Financial Health

Strong

Strong · Hiring · 24% CAGR over 4y

Hiring

Location

Map of London
71-75 Shelton Street, Covent Garden
London, WC2H 9JQ
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Adams & Bowles Wealth Management Ltd

Adams & Bowles Wealth Management
Wealth Management
5 employeesInc. 2019West Malling, KentCH 12211708
adamsandbowleswm.co.uk

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount100 / 100
What does Adams & Bowles Wealth Management Ltd do?

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

Who does Adams & Bowles Wealth Management Ltd sell to?

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

Key contacts (2)
LC
Luke Christopher Adams
Director
DC
Daniel Christopher Bowles
Director
More contacts & email available
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Company vitals
UK Headcount
5
UK Revenue
£301.7kEstimate
Founded
6 years ago
Since Sep 2019
HQ
West Malling, Kent
Financial health
100

Financial Health

Strong

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

GrowingHiring

Location

Map of West Malling, Kent
Suite1 30 Churchill Square, Kings Hill
West Malling, Kent, ME19 4YU
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Anders Bayley Scott Ltd

Anders Bayley Scott
Wealth Management
15 employeesInc. 2011Brighton, SurreyCH 07889267
andersbayleyscott.co.uk

Financial sub-scores

Computed from 5 filings
Net assets90 / 100
Cash100 / 100
Headcount100 / 100
What does Anders Bayley Scott Ltd do?

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

Who does Anders Bayley Scott Ltd sell to?

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

Key contacts (4)
SJ
Simeon John Adams
Director
CH
Colin Hare
Director
KM
Kevin Michael Ceurvorst
Director
AG
Anthony Graham George Laverick
Director
More contacts & email available
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Company vitals
UK Headcount
15
UK Revenue
£806.3kEstimate
Founded
14 years ago
Since Dec 2011
HQ
Brighton, Surrey
Financial health
95

Financial Health

Strong

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

GrowingHiring

Location

Map of Brighton, Surrey
5th Floor Park Gate, 161-163 Preston Road
Brighton, Surrey, BN1 6AU
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Clarity Wealth Limited

Clarity Wealth
Wealth Management
7 employeesInc. 2016Leeds, West YorkshireCH 10310076
claritywealth.co.uk

Financial sub-scores

Computed from 3 filings
Headcount100 / 100
What does Clarity Wealth Limited do?

Provides independent financial advice on pensions, investments and wealth management. Offers retirement planning, tax‑efficient investment strategies and ongoing financial planning for individuals…

Who does Clarity Wealth Limited sell to?

Serves individuals, families and business owners seeking financial advice, including people approaching retirement, ready to retire or already retired.

Key contacts (1)
RL
Richard Lester Platt
Director
More contacts & email available
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Company vitals
UK Headcount
7
UK Revenue
£433.6kEstimate
Founded
9 years ago
Since Aug 2016
HQ
Leeds, West Yorkshire
Financial health
100

Financial Health

Strong

Strong · Hiring · 32% CAGR over 2y

Hiring

Location

Map of Leeds, West Yorkshire
Beechwood House Beechwood Estate, Roundhay
Leeds, West Yorkshire, LS8 2LQ
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GRACECHURCH WEALTH MANAGEMENT LLP

Gracechurch Wealth Management
Wealth Management
21 employeesInc. 2006Milton Keynes, BucksCH OC320661
gracechurchwm.com

Financial sub-scores

Computed from 3 filings
Cash100 / 100
Headcount56 / 100
What does GRACECHURCH WEALTH MANAGEMENT LLP do?

Provides independent financial planning and wealth management services. Advises individuals, businesses, charities and trusts on investments, pensions, retirement planning, tax and inheritance…

Who does GRACECHURCH WEALTH MANAGEMENT LLP sell to?

Serves individuals, multi-generational families, businesses and employers, professional advisers, charities and trusts seeking financial planning, investment, pension, protection and estate-related…

Key contacts (1)
JR
Jason Richard Edlington Bevan
Llp Designated Member
More contacts & email available
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Company vitals
UK Headcount
21
UK Revenue
£2.2m
Founded
19 years ago
Since Jun 2006
HQ
Milton Keynes, Bucks
Financial health
78

Financial Health

Healthy

Healthy · Hiring · 5% CAGR over 2y

Hiring

Location

Map of Milton Keynes, Bucks
Efx House 1 Boycott Avenue, Oldbrook
Milton Keynes, Bucks, MK6 2RW
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The Premier Partnership Limited

The Premier
Wealth ManagementAsset Management
5 employeesInc. 1993TamworthCH 02794326
premierpartnership.co.uk

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)
KA
Kerry Ann Arnold-Herrick
Director
NA
Nigel Anthony Herrick
Director
More contacts & email available
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Company vitals
UK Headcount
5
UK Revenue
£185kEstimate
Founded
33 years ago
Since Feb 1993
HQ
Tamworth
Financial health
84

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

Map of Tamworth
5 Pebble Close, Amington
Tamworth, B77 4RD
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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.

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.

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VouchedFor users by sector

Frequently asked questions

How many UK companies use VouchedFor?
349 actively-trading UK companies run VouchedFor on their public website. Of those, 1 report turnover above £5M in their most recent filed accounts.
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 kinds of companies use VouchedFor in the UK?
The median VouchedFor user employs 7 people and reports roughly £405k in UK turnover. The largest sector concentrations are wealth management (90%), insurance (11.7%), accounting & audit (5.4%).
What do VouchedFor users also run?
75.9% of VouchedFor-running UK companies also run reCAPTCHA, 65% run Google Tag Manager, 51% run Google Ads, 49.9% run LinkedIn Ads. Stack combinations are a useful maturity signal when qualifying the cohort.
How fresh is this data?
Websites are re-crawled on a rolling basis and company records are refreshed from Companies House continuously; filings appear within days of submission. The list and its statistics are regenerated when the detected cohort moves meaningfully, and the page's last-updated date is shown at the top.
Can I get contact details for these companies?
Yes. Firmbase holds 750 decision-maker contact records across these 349 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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