Wealth Management Companies Using Amazon S3 in the UK: 73 Active Firms (2026)

Updated June 2026

Wealth management firms using cloud object storage manage investment services, client portals and digital content across the UK market.

For wealth managers, cloud object storage usually sits behind client document libraries, reporting packs, factsheets, onboarding assets and static website content. Adoption tends to signal a firm that has moved beyond brochureware: it has digital assets to manage, web or portal dependencies to maintain, and some tolerance for externally hosted infrastructure. The buying centre is usually a mix of operations, compliance, marketing and external web teams rather than a pure infrastructure function. Engagements are typically modest in commercial scale, but the operational stakes are higher than for ordinary web publishing because client communications and regulated records can be involved.

The UK adoption picture is fairly small: 73 active wealth management firms run the object-storage system profiled here, with reported employment across the cohort totalling 837 people. Within a sector denominator of 935 detected CDN and storage implementations, the system ranks second at 7.8%, behind the dominant CDN and proxy option at 90.4%; the next edge-storage option sits at 5.9%. Registered offices skew towards London at 26.0%, followed by the South East at 19.2%, the North West at 13.7%, the South West at 8.2% and the East Midlands at 5.5%.

Cloud-hosted client documents and portal assets sit inside a financial-services control environment rather than a simple web-hosting decision. Wealth managers need to evidence access controls, retention policies, outsourcing oversight and incident response, with FCA expectations on operational resilience sitting alongside ICO expectations under GDPR. Where storage is procured through an agency, platform provider or managed-hosting partner, responsibility still tends to sit with the regulated firm. That makes configuration, audit trails and supplier due diligence part of the operating model, even when the technology itself is treated as background infrastructure.

Adoption appears to be moving from ad hoc hosting towards governed cloud storage tied into portals, analytics and content delivery. The cohort’s small-firm bias means many users will keep relying on agencies and platform partners rather than building deep internal cloud teams. Higher-turnover operators are more likely to bring storage governance into formal risk and procurement processes, especially where client reporting and document retention are involved. Consolidation among wealth platforms may reduce the number of separate web estates over time, but it should also raise expectations around evidence, access control and repeatable deployment patterns.

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 Amazon S3 rises with company size across the trading UK wealth management companies in this cohort. 1.2% of the 5,347 companies with under 10 employees run Amazon S3 (65 detected). 1.8% of the 453 companies with 10–50 employees run Amazon S3 (8 detected). 3.6% of the 28 companies with over 50 employees run Amazon S3 (1 detected). That is a 2.4% gap between the over 50 employees and under 10 employees bands.

Active firms

2026

7.8%

Of detected CDN share

UK wealth management

Median headcount

Filed accounts

153

Verified directors

Across this cohort

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Key facts

About 1% of the trading cohort reports turnover above £5M (1 of 73 firms) — the rest sits below that revenue band.

12% of the cohort was incorporated since 2022 (9 firms), so a sizeable share is in its first few filing cycles.

Within wealth management, the technology ranks second in the detected CDN category at 7.8% (73 of 935 companies with a detectable system), behind another system at 90.4% (845).

London and the South East account for 45.2% of wealth management firms running the technology, with London at 26.0% (19) and the South East at 19.2% (14).

Every firm in the cohort also runs the same cloud infrastructure family at 100.0% (73), while tag-management software appears on 52.1% (38).

Adjacent financial-services tags are frequent: asset management appears on 30.1% (22), insurance on 19.2% (14) and fintech on 15.1% (11).

Content-management and analytics tooling is visible in the stack: 39.7% (29) also run a publishing platform, and 35.6% (26) use analytics tagging.

Hosting & PaaS market share among UK Wealth Management

Amazon S3

Section.io

Share of the 935 UK Wealth Management with a detectable system. As of June 2026.

What else do Amazon S3-running Wealth Management run?

Share of the 73 Amazon S3-running UK companies where each technology was also detected. As of June 2026.

Where Amazon S3 Wealth Management are, and how healthy they look

By region

London

South East

North West

South West

East Midlands

Rest of UK

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

By financial health

Strong

Healthy

Stable

Weak

Distressed

Insufficient history

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

Median headcount

£328.2K

Median UK turnover

1.4%

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 271 companies, alongside financials and websites, in one Excel + CSV file.

Top UK Wealth Management using Amazon S3

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

Wealthtime

Wealth ManagementSaaSFintech

5 employeesInc. 2008BathCH 06467886

novia-financial.co.uk

Buy all 271 as a spreadsheet

What does Wealthtime do?

Provides an investment platform for financial advisers, offering tools and administration for managing client portfolios. Supports investments such as funds, ISAs and pensions, with portfolio…

Who does Wealthtime sell to?

Sells to financial advisers and wealth management firms, supporting professionals who manage client investments, pensions, ISAs and retirement planning through platform-based services and tools.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£58.2KEstimate

Founded

18 years ago

Since Jan 2008

Bath

Location

2nd Floor, Royal Mead, Railway Place

Bath, BA1 1SR

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

EIS PLATFORMS LTD

GrowthInvest

FintechWealth Management

23 employeesInc. 2012LondonCH 08018312

growthinvest.com

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 4 filings

Cash14 / 100

Headcount100 / 100

What does EIS PLATFORMS LTD do?

Provides an online investment platform for wealth managers and financial advisers to access and administer alternative and tax‑efficient investments, including EIS and SEIS funds, venture capital…

Who does EIS PLATFORMS LTD sell to?

Serves wealth managers, financial advisers and their high-value clients, primarily investors seeking UK tax-efficient and private-market investment options.

Key contacts (1)

Daniel Mark Rodwell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.6MEstimate

Founded

14 years ago

Since Apr 2012

London

Financial health

Financial Health

Stable

Stable · Hiring · 15% CAGR over 3y

Hiring

Location

Warnford Court, 29 Throgmorton Street

London, EC2N 2AT

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Wealthtime

Wealth ManagementSaaSFintech

2 employeesInc. 2014BathCH 08867516

novia-financial.co.uk

Buy all 271 as a spreadsheet

What does Wealthtime do?

Provides an investment platform for financial advisers to manage client portfolios, including ISAs, pensions and investment accounts. Offers portfolio administration, investment solutions, and online…

Who does Wealthtime sell to?

Serves UK financial advisers, wealth managers and adviser firms, supporting their work with retail investor clients across pensions, ISAs and investment portfolios.

Key contacts (1)

Mark Richard Sutton

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£68.7KEstimate

Founded

12 years ago

Since Jan 2014

Bath

Location

2nd Floor, Royal Mead, Railway Place

Bath, BA1 1SR

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

NOVIA (NET) NOMINEE LIMITED

Wealthtime

Wealth ManagementSaaSFintech

Inc. 2008BathCH 06622022

novia-financial.co.uk

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Cash55 / 100

What does NOVIA (NET) NOMINEE LIMITED do?

Provides nominee and custody services for an investment platform used by financial advisers. Holds client assets and facilitates administration of investment portfolios, ISAs, pensions and other…

Who does NOVIA (NET) NOMINEE LIMITED sell to?

Serves UK financial advisers and adviser firms, with related resources for their investor clients, focused on retirement, pensions, ISAs and portfolio administration.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£0Estimate

Founded

18 years ago

Since Jun 2008

Bath

Financial health

Financial Health

Stable

Location

2nd Floor, Royal Mead, Railway Place

Bath, BA1 1SR

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Goodbody

Wealth ManagementAsset Management

3 employeesInc. 2015Dublin 2, D02YX99CH FC032758

goodbody.ie

Buy all 271 as a spreadsheet

What does Goodbody do?

Provides stockbroking, wealth management and investment services, including portfolio management, financial planning and self-directed trading. Also offers investment banking advisory, capital…

Who does Goodbody sell to?

Serves individual investors and families, self-directed and active traders, corporates, institutions, charities, credit unions and financial intermediaries.

Key contacts (9)

Grainne Hennessy

Director

James Richard Garvey

Director

Simon Howley

Director

Joan Kehoe

Director

Cathy Bryce

Director

Fergal John O'Dwyer

Director

Mary Whitelaw

Director

Martin Tormey

Director

Donal Galvin

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£64.8KEstimate

Founded

10 years ago

Since Aug 2015

Dublin 2, D02YX99

Location

9-12 Dawson Street

Dublin 2, D02yx99

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Berkshire IFA Ltd

Berkshire IFA

Wealth Management

9 employeesInc. 2018WokinghamCH 11248066

berkshireifa.com

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 5 filings

Net assets94 / 100

Cash15 / 100

Headcount100 / 100

What does Berkshire IFA Ltd do?

Provides independent financial advice to individuals on pensions, retirement planning, investments and tax‑efficient savings. Also advises on mortgages, life insurance, wills and trusts, and offers…

Who does Berkshire IFA Ltd sell to?

Serves individuals, families and property buyers seeking personal financial advice, including retirement planning, investments, mortgages, tax planning, life cover, wills and trusts, with a focus on…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£359.7KEstimate

Founded

8 years ago

Since Mar 2018

Wokingham

Financial health

Financial Health

Healthy

Healthy · Hiring · 73% CAGR over 4y

Hiring

Location

Albany House, 14 Shute End

Wokingham, RG40 1BJ

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Clifton Investment Management Limited

Clifton Asset Management

Asset ManagementWealth Management

2 employeesInc. 2020CheltenhamCH 12923082

clifton-asset.co.uk

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash12 / 100

Headcount40 / 100

What does Clifton Investment Management Limited do?

Operates financial services and financial technology businesses providing pension trustee and administration services, self‑invested pension products, discretionary managed model portfolios,…

Who does Clifton Investment Management Limited sell to?

Serves financial advisers, wealth-management firms and their clients, plus business owners and individuals seeking pension, investment and wealth-management services, including SSAS/SIPP users and…

Key contacts (1)

Bella Theresa Beardsmore

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

5 years ago

Since Oct 2020

Cheltenham

Financial health

Financial Health

Stable

Stable · 0% CAGR over 3y

Location

10 Charlton Park Gate

Cheltenham, GL53 7DJ

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Aspen Advisers

Wealth ManagementAsset Management

4 employeesInc. 2022LondonCH 14115281

aspenadvisers.com

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 2 filings

Net assets40 / 100

Cash100 / 100

Headcount100 / 100

What does Aspen Advisers do?

Provides managed portfolio services and investment portfolio strategies for financial advisers. Offers a portfolio discovery system to assess investor objectives and risk appetite, supporting…

Who does Aspen Advisers sell to?

Serves UK financial advisers and adviser firms, exclusively partnering with them to support investment portfolio recommendations and managed portfolio access for their end clients.

Key contacts (3)

Mark Brian Livingston

Director

Angus Robert Harold Jack

Director

Brian Jeremiah O'Connor

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£70.3KEstimate

Founded

4 years ago

Since May 2022

London

Financial health

Financial Health

Healthy

Healthy · Hiring · 100% CAGR over 1y

Hiring

Location

Level 4, Dashwood House, 69 Old Broad Street

London, EC2M 1QS

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Fundment

SaaSWealth ManagementFintech

2 employeesInc. 2014LondonCH 08884918

fundment.com

Buy all 271 as a spreadsheet

What does Fundment do?

Provides a digital investment platform for financial advisers, offering client account opening, transfers, portfolio management tools, model portfolio services marketplace, custom indexing, and…

Who does Fundment sell to?

Serves B2B financial advisers, financial planners and wealth management firms seeking investment platform technology for managing portfolios and client accounts.

Key contacts (1)

Olalekan Abdul

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£71.7KEstimate

Founded

12 years ago

Since Feb 2014

London

Location

58-60 Berners Street

London, W1T 3NQ

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Clifton Asset Management

Wealth ManagementAsset ManagementInsurance

4 employeesInc. 2011BristolCH 07487477

clifton-asset.co.uk

Buy all 271 as a spreadsheet

What does Clifton Asset Management do?

Provides wealth management and financial advisory services, including investment and pension planning, cashflow modelling and access to managed portfolios. Also develops and supplies software…

Who does Clifton Asset Management sell to?

Serves both B2B and B2C financial services customers: financial advisers, adviser firms and third-party pension businesses, plus private clients, individuals and business owners seeking pensions,…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£22.2KEstimate

Founded

15 years ago

Since Jan 2011

Bristol

Location

69-71 Macrae Road, Pill

Bristol, BS20 0DD

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Marlborough

Asset ManagementWealth Management

13 employeesInc. 2016BournemouthCH 10290670

marlboroughgroup.com

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 5 filings

Headcount15 / 100

What does Marlborough do?

Provides investment management services including multi‑asset and single‑strategy funds and managed portfolios. Offers investment solutions and fund services for individual investors, financial…

Who does Marlborough sell to?

Serves a mix of B2C and B2B customers: individual investors, financial advisers/intermediaries and institutional investors, with audience options for the UK, EU and rest of world.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£172.6KEstimate

Founded

10 years ago

Since Jul 2016

Bournemouth

Financial health

Financial Health

Distressed

Distressed · -6% CAGR over 5y

Financial distress

Location

Merchant Court, Milburn Road

Bournemouth, BH4 9HJ

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

interactive investor

Wealth ManagementFintechAsset Management

5 employeesInc. 1987ManchesterCH 02101863

ii.co.uk

Buy all 271 as a spreadsheet

What does interactive investor do?

Provides an online investment platform enabling individuals to buy, sell and hold shares, funds, ETFs, bonds and investment trusts. Offers accounts including Stocks and Shares ISAs, SIPPs, trading…

Who does interactive investor sell to?

Serves UK retail investors, pension savers and ISA holders, including beginners, self-directed share/fund investors, retirees managing drawdown, self-employed SIPP customers and some businesses using…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£69KEstimate

Founded

39 years ago

Since Feb 1987

Manchester

Location

201 Deansgate

Manchester, M3 3NW

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Mysa Care Supported Living Opco

Asset ManagementRenewable EnergyWealth Management

1 employeesInc. 2023Farnborough, HampshireCH 14711064

downing.co.uk

Buy all 271 as a spreadsheet

What does Mysa Care Supported Living Opco do?

Provides investment management products including funds, bonds and inheritance tax planning services. Manages portfolios investing in renewable energy and infrastructure, private equity, property…

Who does Mysa Care Supported Living Opco sell to?

Serves individual investors, financial advisers and institutional investors, plus SME developers, asset-backed businesses and management teams seeking funding in renewable energy, infrastructure,…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£27.6KEstimate

Founded

3 years ago

Since Mar 2023

Farnborough, Hampshire

Location

77a Victoria Road

Farnborough, Hampshire, GU14 7PL

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

CAVENDISH MEDICAL LIMITED

Cavendish Medical

Wealth Management

35 employeesInc. 2005LondonCH 05448773

cavendishmedical.com

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 3 filings

Net assets28 / 100

Cash28 / 100

Headcount49 / 100

What does CAVENDISH MEDICAL LIMITED do?

Provides financial planning and advisory services for doctors and NHS professionals, including pension planning and reporting, retirement and tax planning, and investment advice, with support for…

Who does CAVENDISH MEDICAL LIMITED sell to?

Serves individual medical and NHS professionals in the UK, particularly doctors and healthcare workers managing NHS pensions, retirement decisions and personal wealth.

Key contacts (1)

Simon Alastair Bruce

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.7MEstimate

Founded

21 years ago

Since May 2005

London

Financial health

Financial Health

Weak

Weak · 3% CAGR over 2y

Location

Devon House, 171-177 Gt Portland Street

London, W1W 5PQ

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

DOT INVESTING LTD

DOT Investing

Asset ManagementPrivate EquityWealth Management

4 employeesInc. 2015LondonCH 09660037

dotinvesting.com

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 3 filings

Cash0 / 100

Headcount40 / 100

What does DOT INVESTING LTD do?

Operates an online investment platform providing access to private market opportunities including private equity, venture capital, real estate and private credit funds. Also supports portfolio…

Who does DOT INVESTING LTD sell to?

Serves individual investors, family offices and wealth managers seeking access to private and alternative market investments, including private equity, private credit, fund-of-funds and co-investment…

Key contacts (1)

Kin San Lo

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£256.9K

Founded

11 years ago

Since Jun 2015

London

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Financial distressTechnical insolvency

Location

17 Hanover Square

London, W1S 1BN

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Downing

Asset ManagementRenewable EnergyWealth Management

5 employeesInc. 2015LondonCH 09558345

downing.co.uk

Buy all 271 as a spreadsheet

What does Downing do?

Provides investment management services, offering funds, bonds and inheritance tax planning products for individual and institutional investors. Invests in sectors including renewable energy and…

Who does Downing sell to?

Serves individual investors, financial advisers and institutional investors, plus businesses seeking funding, including SME property developers, bridging finance lenders and management teams in…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£27.1KEstimate

Founded

11 years ago

Since Apr 2015

London

Location

10 Lower Thames Street

London, EC3R 6AF

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Mysa Care (blue Cedars)

Asset ManagementRenewable EnergyWealth Management

7 employeesInc. 2005Farnborough, HampshireCH 05427445

downing.co.uk

Buy all 271 as a spreadsheet

What does Mysa Care (blue Cedars) do?

Provides investment management and asset management services, offering investment funds, bonds and estate planning products. Invests in sectors including renewable energy, infrastructure, property…

Who does Mysa Care (blue Cedars) sell to?

Serves individual investors, financial advisers and institutional investors in the UK, alongside SME developers, lenders and businesses seeking funding in sectors such as renewable energy,…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£30.6KEstimate

Founded

21 years ago

Since Apr 2005

Farnborough, Hampshire

Location

77a Victoria Road

Farnborough, Hampshire, GU14 7PL

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Mychild's Nursery

Asset ManagementRenewable EnergyWealth Management

2 employeesInc. 2015Sleaford, LincolnshireCH 09420766

downing.co.uk

Buy all 271 as a spreadsheet

What does Mychild's Nursery do?

Provides investment management services and investment products for individuals and advisers, including funds, bonds, and inheritance tax planning solutions. Invests in assets such as renewable…

Who does Mychild's Nursery sell to?

Serves individual investors, financial advisers and institutional investors, plus businesses seeking funding, including SME property developers, intermediary partners, SME lenders and management…

Key contacts (2)

Balbir Johal

Director

Gurkirpal Tatla

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£23.9KEstimate

Founded

11 years ago

Since Feb 2015

Sleaford, Lincolnshire

Location

Units 1 And 2, Boston Road

Sleaford, Lincolnshire, NG34 7HD

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Downing

Asset ManagementRenewable EnergyWealth Management

6 employeesInc. 2012LondonCH OC375636

downing.co.uk

Buy all 271 as a spreadsheet

What does Downing do?

Provides investment management services and investment products including funds, bonds and estate planning portfolios. Invests in sectors such as renewable energy, infrastructure, property finance…

Who does Downing sell to?

Serves individual investors, financial advisers and institutional investors in the UK, alongside SME developers, business management teams and specialist lenders seeking funding.

Key contacts (18)

Anthony Guy Zitter

Llp Member

Christopher Edward Wiper

Llp Member

Gregory Dennis Treverton-Jones

Llp Member

David Stewart Streatfield-James

Llp Member

Paul Russell Pirie

Llp Member

Leslie James Park

Llp Member

Tomi Petrov Pangarov

Llp Member

Brendan Paul O'Colmain

Llp Member

Sally Victoria Lock

Llp Member

Philip Stuart Jones

Llp Member

James Richard Howells

Llp Member

Nicholas William Hollingsworth

Llp Member

Andrew St John Hollings

Llp Member

Nick Harper

Llp Member

Sara Ferrero

Llp Member

Paul Nicholas Elliott

Llp Member

Paul Colin Campion

Llp Member

Christopher Peter Allen

Llp Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£28.2KEstimate

Founded

14 years ago

Since May 2012

London

Financial health

—

Financial Health

N/A

Location

10 Lower Thames Street

London, EC3R 6AF

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

MDRCLARITY LIMITED

Clarity

Wealth Management

Inc. 2012Woking, SurreyCH 08283545

clarityglobal.com/mishcon

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 3 filings

Cash4 / 100

What does MDRCLARITY LIMITED do?

Provides independent financial advice and wealth management services including financial planning, investment portfolio management, retirement and pension planning, and related advisory services for…

Who does MDRCLARITY LIMITED sell to?

Serves UK consumers and private clients seeking independent financial advice and wealth management support.

Key contacts (5)

Matthew David Tilley

Director

Naomi Judith Kewell

Director

James Vernon Packer

Director

Angus Gavin Giles Jones

Director

Glyn Jonathan Bolton

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£429.1KEstimate

Founded

13 years ago

Since Nov 2012

Woking, Surrey

Financial health

Financial Health

Distressed

Financial distress

Location

Crown House, 1 Crown Square

Woking, Surrey, GU21 6HR

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Magnus Secured Lending

Asset ManagementRenewable EnergyWealth Management

2 employeesInc. 2016LondonCH OC412597

downing.co.uk

Buy all 271 as a spreadsheet

What does Magnus Secured Lending do?

Manages investment products including funds, bonds and inheritance tax planning services. Invests client capital in asset‑backed businesses and assets such as renewable energy, infrastructure,…

Who does Magnus Secured Lending sell to?

Serves individual investors, financial advisers and institutional investors, alongside businesses seeking funding, including SME property developers, intermediary partners and SME or bridging finance…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£18.5KEstimate

Founded

10 years ago

Since Jun 2016

London

Location

10 Lower Thames Street

London, EC3R 6AF

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Downing

Asset ManagementRenewable EnergyWealth Management

6 employeesInc. 2016LondonCH OC403926

downing.co.uk

Buy all 271 as a spreadsheet

What does Downing do?

Provides investment management services and investment products for individuals and advisers, including funds, bonds, and inheritance tax planning solutions. Invests in sectors such as renewable…

Who does Downing sell to?

Serves individual investors, financial advisers and institutional investors in the UK, plus businesses seeking funding in renewable energy, infrastructure, property, healthcare, specialist education…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£25.5KEstimate

Founded

10 years ago

Since Jan 2016

London

Location

5 Churchill Place, 10th Floor

London, E14 5HU

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Downing

Asset ManagementRenewable EnergyWealth Management

2 employeesInc. 2023Farnborough, HampshireCH 14711061

downing.co.uk

Buy all 271 as a spreadsheet

What does Downing do?

Provides investment management services, offering funds, bonds and estate planning products. Invests client capital in assets including renewable energy, infrastructure, private equity, property…

Who does Downing sell to?

Sells to individual investors, financial advisers and institutional investors seeking tax-efficient investment products. Also serves businesses needing funding, including SME property developers,…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£29.4KEstimate

Founded

3 years ago

Since Mar 2023

Farnborough, Hampshire

Location

77a Victoria Road

Farnborough, Hampshire, GU14 7PL

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Moor House Hotel Liverpool

Asset ManagementRenewable EnergyWealth Management

5 employeesInc. 2009LondonCH 07105716

downing.co.uk

Buy all 271 as a spreadsheet

What does Moor House Hotel Liverpool do?

Provides investment management services and financial products for individual and institutional investors, including funds, bonds, and inheritance tax planning solutions. Invests in sectors such as…

Who does Moor House Hotel Liverpool sell to?

Serves individual investors, financial advisers and institutional investors in the UK, plus SME developers, lenders and management teams seeking funding in renewable energy, infrastructure, property,…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£29.3KEstimate

Founded

16 years ago

Since Dec 2009

London

Location

10 Lower Thames Street

London, EC3R 6AF

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

LOYOLA INVESTMENT MANAGEMENT LIMITED

Loyola Asset Management

Wealth ManagementAsset Management

2 employeesInc. 2020SouthgateCH 13047341

loyola-asset.com

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 3 filings

Cash100 / 100

What does LOYOLA INVESTMENT MANAGEMENT LIMITED do?

Provides investment management and wealth advisory services for individuals and international clients, including portfolio management, financial planning, retirement and estate planning guidance, and…

Who does LOYOLA INVESTMENT MANAGEMENT LIMITED sell to?

Serves affluent domestic and international private clients, particularly high-net-worth individuals and families with complex financial needs, multigenerational wealth priorities and estate…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

5 years ago

Since Nov 2020

Southgate

Financial health

100

Financial Health

Strong

Location

Solar House, 282 Chase Road

Southgate, N14 6NZ

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Sovereign Wealth Limited

Sovereign Wealth

Wealth Management

0 employeesInc. 2010Leeds, YorkshireCH 07115386

sovereign-wealth.co.uk

Buy all 271 as a spreadsheet

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

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Penfold Savings Limited

Penfold

FintechWealth Management

Inc. 2018LondonCH 11668244

getpenfold.com

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

What does Penfold Savings Limited do?

Provides workplace auto‑enrolment pension schemes for employers and employees, including pension accounts, contribution management, transfers from existing pensions, and investment options, delivered…

Who does Penfold Savings Limited sell to?

Serves UK businesses with workplace pension needs, especially payroll, HR and people operations teams, alongside individual savers and advisers managing pension arrangements.

Key contacts (1)

Gemma Michelle Happe

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£774.3KEstimate

Founded

7 years ago

Since Nov 2018

London

Financial health

100

Financial Health

Strong

Location

The Ministry, 79-81, Borough Road

London, SE1 1DN

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

CONFIDANTE CLOUD SERVICES LIMITED

Confidante

SaaSFintechStartup

5 employeesInc. 2022Lancaster, LancashireCH 13868888

confidante.cloud

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

What does CONFIDANTE CLOUD SERVICES LIMITED do?

Provides a cloud-based financial reporting and planning platform for advisers. Aggregates and standardises client investment data from multiple providers, consolidates holdings including private…

Who does CONFIDANTE CLOUD SERVICES LIMITED sell to?

Serves financial advisers, wealth managers and other intermediaries who manage clients with complex, multi-provider wealth, including private equity, debt securities and alternative investments.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£250.4KEstimate

Founded

4 years ago

Since Jan 2022

Lancaster, Lancashire

Financial health

100

Financial Health

Strong

Strong · 67% CAGR over 1y

Location

Dalton House, 9 Dalton Square

Lancaster, Lancashire, LA1 1WD

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

AZETS WEALTH MANAGEMENT LIMITED

Azets Wealth Management

Wealth ManagementInsurance

1 employeesInc. 2006Newcastle Upon TyneCH 05674020

azetswealthmanagement.co.uk/en

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount0 / 100

What does AZETS WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management advice for individuals and businesses, including investment planning, retirement planning, tax planning, estate and protection planning, employee…

Who does AZETS WEALTH MANAGEMENT LIMITED sell to?

Serves individuals, families, business owners and employers seeking wealth, retirement, tax, estate, protection and employee benefit advice, with a mix of private clients and business clients.

Key contacts (1)

Steven James Tennant

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£5.6MEstimate

Founded

20 years ago

Since Jan 2006

Newcastle Upon Tyne

Financial health

Financial Health

Stable

Stable · -78% CAGR over 3y

Location

Bulman House Regent Centre, Gosforth

Newcastle Upon Tyne, NE3 3LS

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Bluestone Wealth Management Limited

Bluestone Wealth Management

Wealth ManagementAsset Management

9 employeesInc. 2008NewportCH 06512123

bluestonewm.com

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 5 filings

Net assets74 / 100

Headcount100 / 100

What does Bluestone Wealth Management Limited do?

Provides wealth management and financial advisory services, including financial planning, investment portfolio management, retirement planning, estate planning, and insurance and tax planning…

Who does Bluestone Wealth Management Limited sell to?

Serves affluent individuals and families, including current and future retirees, seeking personal wealth, retirement, estate, investment, insurance and tax planning guidance.

Key contacts (1)

Dean Ifthir Ahmed

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£240.1KEstimate

Founded

18 years ago

Since Feb 2008

Newport

Financial health

Financial Health

Strong

Strong · Hiring · 11% CAGR over 4y

Hiring

Location

193 Caerleon Road

Newport, NP19 7HA

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

CAPEL COURT LIMITED

Capel Court

Wealth ManagementAsset Management

9 employeesInc. 1992Bristol, EssexCH 02686967

capelcourt.cliftonwp.co.uk

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 5 filings

Cash59 / 100

Headcount17 / 100

What does CAPEL COURT LIMITED do?

Provides financial planning and advice to individuals, businesses, trusts and charities, including investment advice, retirement planning, estate planning, protection and cashflow modelling. Also…

Who does CAPEL COURT LIMITED sell to?

Serves private individuals, family estates, business owners, businesses, trusts, charities and pension funds. Also works with financial advisers whose clients need discretionary portfolio management.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.4M

Founded

34 years ago

Since Feb 1992

Bristol, Essex

Financial health

Financial Health

Weak

Weak · -7% CAGR over 4y

Location

The Pavilions Eden Park, Ham Green

Bristol, Essex, BS20 0DD

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

GIBSON FINANCIAL PLANNING LTD

Gibson Financial Planning

Wealth Management

5 employeesInc. 2010ColeraineCH NI604132

gibsonfp.com

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 5 filings

Net assets32 / 100

Headcount40 / 100

What does GIBSON FINANCIAL PLANNING LTD do?

Provides financial planning and wealth management services, including retirement planning, investment strategy, and financial advice for business owners, senior executives, and individuals…

Who does GIBSON FINANCIAL PLANNING LTD sell to?

Serves individual clients, particularly business owners, senior executives, people approaching retirement, and retirees seeking wealth management and financial planning for financial independence and…

Key contacts (2)

Lynda Gibson

Director

David William Haddon Gibson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£214KEstimate

Founded

15 years ago

Since Aug 2010

Coleraine

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

3a Hillmans Court

Coleraine, BT52 2DF

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

MONTFORT INTERNATIONAL LIMITED

Montfort

Wealth Management

6 employeesInc. 1995Guildford, SurreyCH 03131722

montfort-intl.com

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 5 filings

Net assets21 / 100

Cash1 / 100

Headcount11 / 100

What does MONTFORT INTERNATIONAL LIMITED do?

Provides independent financial advice and wealth management services, specialising in cross‑border financial planning for expatriates. Advises individuals on pensions, retirement planning,…

Who does MONTFORT INTERNATIONAL LIMITED sell to?

Serves UK-based and international private clients, especially expatriates, people leaving the UK for work, retirees moving abroad, and those returning to the UK.

Key contacts (1)

Geraint Lloyd Davies

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£310.3KEstimate

Founded

30 years ago

Since Nov 1995

Guildford, Surrey

Financial health

Financial Health

Distressed

Distressed · -10% CAGR over 4y

Financial distress

Location

Home Farm Shere Road, Albury

Guildford, Surrey, GU5 9BL

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

CERVELLO FINANCIAL PLANNING LIMITED

Cervello Financial Planning

Wealth Management

5 employeesInc. 2011Southend-on-SEA, EssexCH 07571920

cervellofp.co.uk

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 3 filings

Net assets10 / 100

Cash17 / 100

Headcount40 / 100

What does CERVELLO FINANCIAL PLANNING LIMITED do?

Provides independent financial planning and advisory services to individuals, including retirement planning, investment advice, and financial wellbeing assessments. Offers consultations, budgeting…

Who does CERVELLO FINANCIAL PLANNING LIMITED sell to?

Serves private individuals and couples seeking financial planning support, particularly those assessing financial independence, retirement options, budgeting, and long-term personal financial…

Key contacts (2)

Cassandra Daems

Director

Christopher Daems

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£203.5KEstimate

Founded

15 years ago

Since Mar 2011

Southend-on-SEA, Essex

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

Cumberland House, 24-28 Baxter Avenue

Southend-On-Sea, Essex, SS2 6HZ

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Downing

Asset ManagementRenewable EnergyWealth Management

5 employeesInc. 2012LondonCH OC380595

downing.co.uk

Buy all 271 as a spreadsheet

What does Downing do?

Provides investment management services and investment products including funds, bonds and estate planning vehicles. Manages portfolios investing in renewable energy, infrastructure, private equity,…

Who does Downing sell to?

Serves UK individual investors, financial advisers and institutional investors, plus businesses seeking funding, including SME property developers, finance intermediaries, SME lenders and management…

Key contacts (7)

David Alan Nicholls

Llp Member

Romael Henry Ismail Karam

Llp Member

Nicholas William Hollingnorth

Llp Member

George Chakko-George

Llp Member

Jamees Andrew Campbell-Johnston

Llp Member

Stephen Nicholas Ford

Llp Member

David Thomas Clark

Llp Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£22.2KEstimate

Founded

13 years ago

Since Nov 2012

London

Location

10 Lower Thames Street

London, EC3R 6AF

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

INSPRE INVESTMENTS LIMITED

Inspre Investments

Wealth Management

0 employeesInc. 2020LondonCH 12394741

raymondjames.ca/inspirewealthmanagement

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Cash0 / 100

Headcount0 / 100

What does INSPRE INVESTMENTS LIMITED do?

Provides wealth management and financial advisory services, including investment portfolio management, retirement planning, tax planning, and estate planning. Works with clients and their…

Who does INSPRE INVESTMENTS LIMITED sell to?

Serves individuals and families seeking wealth management, including retirement-focused clients, legacy planners, and clients working with attorneys or accountants.

Key contacts (1)

Stanley David Shane

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£467.9KEstimate

Founded

6 years ago

Since Jan 2020

London

Financial health

Financial Health

Distressed

Distressed · -68% CAGR over 4y

Financial distress

Location

188 Brent Street

London, NW4 1BE

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Crocus Wealth

Wealth Management

2 employeesInc. 2014Basildon, EssexCH 09222979

crocuswealth.co.uk

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 5 filings

Headcount40 / 100

What does Crocus Wealth do?

Provides independent financial planning services including wealth management, investment advice, retirement and estate planning, insurance protection products and mortgage advice for private clients…

Who does Crocus Wealth sell to?

Serves private individuals, families and business owners seeking independent financial advice on wealth, investments, retirement, estate planning, protection and mortgages.

Key contacts (2)

Gareth Roger Edward Heath

Director

Peter Norgate

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£20.8KEstimate

Founded

11 years ago

Since Sep 2014

Basildon, Essex

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

4 Chester Court, Chester Hall Lane

Basildon, Essex, SS14 3WR

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Downing

Asset ManagementRenewable EnergyWealth Management

5 employeesInc. 2013LondonCH 08653429

downing.co.uk

Buy all 271 as a spreadsheet

What does Downing do?

Provides investment management services and products including funds, bonds and inheritance‑tax planning portfolios. Invests client capital in assets such as renewable energy and infrastructure…

Who does Downing sell to?

Serves individual investors, financial advisers and institutional investors, and targets businesses seeking capital, including SME property developers, specialist lenders and management teams in…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£28.4KEstimate

Founded

12 years ago

Since Aug 2013

London

Location

C/O Gresham House Asset Management Limited, 5 New Street Square

London, EC4A 3TW

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Mysa Care (THE Chestnuts)

Asset ManagementRenewable EnergyWealth Management

7 employeesInc. 1998Farnborough, HampshireCH 03591586

downing.co.uk

Buy all 271 as a spreadsheet

What does Mysa Care (THE Chestnuts) do?

Provides investment management services and investment products including funds, bonds and estate planning solutions. Invests in sectors such as renewable energy, infrastructure, property finance and…

Who does Mysa Care (THE Chestnuts) sell to?

Serves individual investors, financial advisers and institutional investors, plus UK businesses seeking funding, including SME property developers, bridging finance lenders, and management teams in…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£29.1KEstimate

Founded

28 years ago

Since Jul 1998

Farnborough, Hampshire

Location

77a Victoria Road

Farnborough, Hampshire, GU14 7PL

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Fenkle Street Hotel

Asset ManagementRenewable EnergyWealth Management

5 employeesInc. 2010LondonCH 07127597

downing.co.uk

Buy all 271 as a spreadsheet

What does Fenkle Street Hotel do?

Provides investment management and asset management services, offering funds, bonds, and inheritance tax planning products. Invests in sectors including renewable energy, infrastructure, private…

Who does Fenkle Street Hotel sell to?

Serves individual investors, financial advisers and institutional investors seeking investment products and estate-planning options; also works with SME developers, lenders and management teams…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£27.4KEstimate

Founded

16 years ago

Since Jan 2010

London

Location

10 Lower Thames Street

London, EC3R 6AF

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Downing

Asset ManagementRenewable EnergyWealth Management

6 employeesInc. 2011StroudCH 07788833

downing.co.uk

Buy all 271 as a spreadsheet

What does Downing do?

Manages investment funds and tax-efficient products for individuals and advisers, including inheritance tax planning services, bonds and listed funds. Invests client capital in renewable energy and…

Who does Downing sell to?

Sells to individual investors, financial advisers and institutional investors, and also serves businesses seeking funding, including management teams, SME property developers, intermediary partners,…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£34.8KEstimate

Founded

14 years ago

Since Sep 2011

Stroud

Location

Lion House, Rowcroft

Stroud, GL5 3BY

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Saltus

Wealth ManagementAsset Management

2 employeesInc. 2021FarehamCH OC439547

saltus.co.uk

Buy all 271 as a spreadsheet

What does Saltus do?

Provides wealth management services including financial planning, investment management and portfolio construction. Advises individuals, families and institutions on pensions, tax planning, asset…

Who does Saltus sell to?

Targets affluent individuals and households with £250,000+ investable assets, plus institutions, employers and financial advisers in the UK.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£67KEstimate

Founded

4 years ago

Since Oct 2021

Fareham

Financial health

—

Financial Health

N/A

Location

4500 Parkway, Whiteley

Fareham, PO15 7AZ

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Hsbc Limited

Trott CP

Wealth ManagementAsset ManagementInvestment Banking

1 employeesInc. 2007TonypandyCH 06388542

hsbc.com

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Headcount40 / 100

What does Hsbc Limited do?

Provides private banking, investment management and wealth planning services for high‑net‑worth individuals, entrepreneurs and families, including portfolio management, advisory services, lending,…

Who does Hsbc Limited sell to?

Serves high-net-worth and ultra-high-net-worth clients globally, including entrepreneurs, individual investors, senior corporate executives, sports and media professionals, family offices, charities…

Key contacts (1)

Stephen Trott

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£7.2KEstimate

Founded

18 years ago

Since Oct 2007

Tonypandy

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Rhosyn Llyn, Gilmour Street

Tonypandy, CF40 2LB

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Depledge Strategic Wealth Management Ltd

Depledge Strategic Wealth Management

Wealth Management

14 employeesInc. 2013ManchesterCH 08524954

depledgeswm.com

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Depledge Strategic Wealth Management Ltd do?

Provides independent financial planning and wealth management services for professionals and families, including investment advice, retirement planning, protection planning, and guidance on managing…

Who does Depledge Strategic Wealth Management Ltd sell to?

Serves professionals, individuals and families seeking independent financial advice, including people planning for retirement, dealing with divorce or bereavement, or wanting greater financial…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£626KEstimate

Founded

13 years ago

Since May 2013

Manchester

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 12% CAGR over 4y

GrowingHiring

Location

Warren Bruce Court Warren Bruce Road, Trafford Park

Manchester, M17 1LB

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Auderli Limited

Auderli

Wealth Management

7 employeesInc. 2019Brighton, East SussexCH 11818553

auderli.com

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does Auderli Limited do?

Develops and operates a digital platform and mobile app that allows individuals to store, organise and share personal, financial and legacy information and documents, and enables professional…

Who does Auderli Limited sell to?

Serves individuals and families managing personal, financial and legacy information, plus professional advisers such as solicitors, accountants and tax advisers seeking to support and engage clients.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£64.8KEstimate

Founded

7 years ago

Since Feb 2019

Brighton, East Sussex

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

2nd Floor, Preston Park House, South Road

Brighton, East Sussex, BN1 6SB

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

GFM Group Limited

GFM Focus Investing

Asset ManagementWealth Management

2 employeesInc. 2007HertfordshireCH 06206280

gfmfocus.com/about

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 4 filings

Headcount100 / 100

What does GFM Group Limited do?

Provides investment management services focused on international equities. Manages client portfolios through separately managed accounts, conducting stock research and portfolio management using a…

Who does GFM Group Limited sell to?

Serves international investors seeking separately managed accounts, including clients who want direct account ownership at third-party regulated financial institutions and access to a focused global…

Key contacts (1)

Marcia Eve Kingsley

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£324.9KEstimate

Founded

19 years ago

Since Apr 2007

Hertfordshire

Financial health

100

Financial Health

Strong

Strong · Hiring · 26% CAGR over 3y

Hiring

Location

19 Coombehurst Close, Hadley Wood

Hertfordshire, EN4 0JU

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

ROYC LTD

Royc

FintechSaaSWealth Management

6 employeesInc. 2022LondonCH 14183287

roycgroup.com

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount100 / 100

What does ROYC LTD do?

Provides digital platform and structuring services for private market investments. Enables wealth managers and asset managers to launch fund vehicles, manage investor onboarding, KYC/AML,…

Who does ROYC LTD sell to?

Sells to B2B financial institutions in private markets, especially wealth managers, private banks, EAM desks, multi-family offices, foundations, institutional LPs, general partners and asset managers…

Key contacts (2)

Octavian Popescu

Director

Michael William John Parton

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£111KEstimate

Founded

4 years ago

Since Jun 2022

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 41% CAGR over 2y

HiringFinancial distressTechnical insolvency

Location

2 Leman Street

London, E1W 9US

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

ICAPITAL UK INTERNATIONAL LIMITED

Icapital

FintechSaaSWealth Management

16 employeesInc. 2022LondonCH 13983015

icapital.com/international

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 3 filings

Cash100 / 100

What does ICAPITAL UK INTERNATIONAL LIMITED do?

Provides client relationship management and account servicing for users of an alternative investment technology platform, acting as a UK point of contact for client inquiries, support requests, and…

Who does ICAPITAL UK INTERNATIONAL LIMITED sell to?

Serves B2B financial services clients, including wealth managers, asset managers, financial advisors, banks and institutions involved in private markets, alternatives, structured investments and…

Key contacts (2)

Janine Sarah Canham

Director

Tom Slocock

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

4 years ago

Since Mar 2022

London

Financial health

100

Financial Health

Strong

Location

19 Dacre Street, Floor 1

London, SW1H 0DJ

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

Willday Wealth Management Limited

Willday Wealth Management

Wealth Management

7 employeesInc. 2012LeicesterCH 08139535

willdaywm.co.uk

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 5 filings

Net assets27 / 100

Cash100 / 100

Headcount100 / 100

What does Willday Wealth Management Limited do?

Provides financial planning and advisory services including pensions, investments, ISAs and mortgage advice. Offers pension transfer advice, retirement planning, and related wealth management…

Who does Willday Wealth Management Limited sell to?

Serves UK consumers and families, including retirement savers, high earners, mortgage borrowers, investors, parents planning for children, and individuals considering inheritance or estate planning.

Key contacts (1)

Edward James Willday

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£267.9KEstimate

Founded

14 years ago

Since Jul 2012

Leicester

Financial health

Financial Health

Healthy

Healthy · Hiring · 37% CAGR over 4y

Hiring

Location

Unit 1, Duns Lane

Leicester, LE3 5LX

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

TWENTY FOUR INVESTMENTS LIMITED

Twenty Four Investments

Wealth Management

1 employeesInc. 2018Stourbridge, West MidlandsCH 11448691

twentyfourinvestments.com

Buy all 271 as a spreadsheet

Financial sub-scores

Computed from 4 filings

Net assets59 / 100

Cash0 / 100

Headcount40 / 100

What does TWENTY FOUR INVESTMENTS LIMITED do?

Provides wealth management and financial advisory services including investment management, retirement planning, and financial planning. Develops tailored portfolios and strategies for individuals,…

Who does TWENTY FOUR INVESTMENTS LIMITED sell to?

Serves individual investors, families, farmers, working professionals, retirees and business owners seeking personal financial guidance and wealth management support.

Key contacts (1)

James Freeman McLean

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£526.7KEstimate

Founded

8 years ago

Since Jul 2018

Stourbridge, West Midlands

Financial health

Financial Health

Weak

Weak · 0% CAGR over 3y

Location

15-17 Church Street

Stourbridge, West Midlands, DY8 1LU

Open in maps

Buy this list of 271 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

221 more companies and their verified directors are in the file

You’re seeing the top 50. Buy the list to get all 271 with directors, websites and financials.

How Amazon S3 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. wealth management 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 wealth management 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.

Amazon S3 is a trademark of its respective owner. Firmbase is not affiliated with, sponsored by, or endorsed by the trademark owner.

UK Wealth Management by Hosting & PaaS

Wealth Management Companies Using WP Engine in the UK Wealth Management Companies Using Amazon Web Services in the UK Wealth Management Companies Using Kinsta in the UK Wealth Management Companies Using SiteGround in the UK Wealth Management Companies Using Microsoft Azure in the UK

Other Wealth Management technology

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

Related directories

Companies Using Amazon S3 in the UK wealth management Using Yoast SEO in the UK Wealth Management in the UK Wealth Management Companies in the UK Hosting & PaaS Used by UK Wealth Management Companies: Market Share (2026)

Frequently asked questions

How many UK wealth management companies use Amazon S3?

73 actively-trading UK wealth management companies run Amazon S3, 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 wealth management companies run Amazon S3?

Amazon S3 accounts for 7.8% of UK wealth management companies with a detectable Hosting & PaaS (73 of 935), the most-detected Hosting & PaaS in the sector, ahead of Amazon CloudFront (5.9%) and Akamai (2.4%).

How is Amazon S3 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 Amazon S3 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 Amazon S3 with no website signature will not appear.

What size wealth management companies use Amazon S3 in the UK?

The median Amazon S3-running wealth management company employs 5 people and reports roughly £328k in UK turnover. 1 of the cohort report turnover above £5M.

What do Amazon S3-running wealth management companies also run?

52.1% of Amazon S3-running UK wealth management companies also run Google Tag Manager, 42.5% run Cloudflare, 39.7% run WordPress, 35.6% run Google Analytics. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 153 verified directors — names and roles — across these 73 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 271 companies as a spreadsheet.

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