Wealth Management Companies Using Cloudflare in the UK: 845 Active Firms (2026)

Updated June 2026

Wealth management firms using CDN and web security infrastructure serve client portals, adviser sites and digital onboarding in the UK.

For wealth managers, the stack sits between public sites, adviser portals and onboarding forms, absorbing traffic spikes, screening automated requests and shortening page-load paths for prospect and client journeys. Its presence tends to mark businesses with a maintained website estate rather than a brochure site: marketing teams are tracking acquisition, operations teams are protecting account-access surfaces, and external agencies often manage content, forms and search visibility. Buying responsibility usually sits across technology, compliance, marketing and outsourced web partners, with engagements shaped by uptime expectations, client confidentiality and the reputational cost of a slow or unavailable portal.

UK adoption is sizeable but still concentrated in a recognisable wealth-management web stack. Around 845 companies are running this CDN and security layer, and the system accounts for 90.4% of detected CDN use across a 935-company wealth-management denominator. Reported employment is modest at 1,794 people, with 119 of 119 reporting firms showing headcount; that makes the footprint look more like a long tail of adviser, planning and portfolio-administration businesses than a field dominated by large platforms. Registered-office skew is southern: London represents 21.1% of the cohort, followed by the South East at 14.3%, the South West at 12.3%, the North West at 10.8% and the East of England at 8.4%.

Wealth-management adopters face a mixed procurement and compliance context. The web-security layer is not, by itself, a regulated financial activity, but the journeys it protects often carry personal details, suitability information, portfolio-access requests and marketing-consent signals. GDPR and ICO expectations therefore sit beside FCA scrutiny of client communications, financial promotions and operational resilience. Procurement tends to ask where traffic is routed, how logs are retained, which third parties can access support material, and whether agency-managed plugins or forms expand the attack surface. Cookie and analytics choices also matter, because many of these sites blend acquisition marketing with client-servicing routes.

Adoption appears likely to persist where wealth managers keep client acquisition and servicing on public web estates rather than moving every interaction into closed adviser platforms. The pressure is less about novelty than maintenance: bot traffic, consent management, page-speed expectations and outsourced web development all favour bundled infrastructure over point fixes. Smaller firms may remain dependent on agencies, which tends to blur ownership of security settings and content tools. Scale-up scarcity in the cohort also points to gradual consolidation around familiar managed stacks, with replacement more likely during website rebuilds, compliance reviews or provider rationalisation than through standalone infrastructure projects.

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 Cloudflare rises with company size across the trading UK wealth management companies in this cohort. 12.8% of the 5,347 companies with under 10 employees run Cloudflare (683 detected). 35.5% of the 453 companies with 10–50 employees run Cloudflare (161 detected). 35.7% of the 28 companies with over 50 employees run Cloudflare (10 detected). That is a 22.9% gap between the over 50 employees and under 10 employees bands.

845

Active firms

2026

90.4%

Of detected CDN share

UK wealth management

Median headcount

Filed accounts

1,840

Verified directors

Across this cohort

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Key facts

About 2% of the trading cohort reports turnover above £5M (17 of 845 firms) — the rest sits below that revenue band.

5% of the cohort was incorporated since 2022 (47 firms), so a sizeable share is in its first few filing cycles.

Within wealth management, the profiled CDN and web-security system accounts for 90.4% (845) of 935 companies with a detectable system; the next two detected systems sit at 7.8% (73) and 5.9% (55).

A content-management system is also detected at 58.1% (491) of sites, while analytics and tag-management tools appear at 43.9% (371) and 36.3% (307).

Bot-check tooling is visible on 38.3% (324), consistent with wealth management firms trying to reduce form spam and account-access abuse around client-facing sites.

London accounts for 21.1% (178) of the cohort, followed by the South East at 14.3% (121) and the South West at 12.3% (104).

Sector tags overlap: 28.6% (242) also carry Insurance and 18.7% (158) Asset Management, reflecting adjacent regulated financial-services activity.

CDN market share among UK Wealth Management

Cloudflare

Section.io

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

What else do Cloudflare-running Wealth Management run?

Share of the 845 Cloudflare-running UK companies where each technology was also detected. As of June 2026.

Where Cloudflare Wealth Management are, and how healthy they look

By region

London

South East

South West

North West

East of England

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

£312.2K

Median UK turnover

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 2,285 companies, alongside financials and websites, in one Excel + CSV file.

Top UK Wealth Management using Cloudflare

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

OCTOPUS FINANCE LTD

Octopus Money

Wealth ManagementFintech

2 employeesInc. 2020LondonCH 12997989

octopusmoney.com

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Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount40 / 100

What does OCTOPUS FINANCE LTD do?

Provides financial planning, wealth planning and regulated financial advice to individuals. Offers investment and pension management through online portfolios, financial forecasting tools and…

Who does OCTOPUS FINANCE LTD sell to?

Serves individuals and households seeking financial advice, including people with up to £200k to invest and higher-wealth households with £200k+ in savings, pensions or investments.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£517.5KEstimate

Founded

5 years ago

Since Nov 2020

London

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 3y

Location

27 Old Gloucester Street

London, WC1N 3AX

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Peregrine & Black Investment Management Ltd

Peregrine & Black

Asset ManagementWealth Management

13 employeesInc. 2015Northwood HillsCH 09796196

peregrineblack.com

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Financial sub-scores

Computed from 5 filings

Net assets59 / 100

Cash100 / 100

Headcount100 / 100

What does Peregrine & Black Investment Management Ltd do?

Provides investment management and stockbroking services including discretionary portfolio management, model portfolios, financial planning, and wealth management. Offers portfolio solutions for…

Who does Peregrine & Black Investment Management Ltd sell to?

Serves private clients, charities, trustees, Court of Protection clients and financial intermediaries seeking investment management, including US-connected clients and investors requiring Islamic…

Key contacts (2)

Patrick Henry Bullman

Director

Oliver Duncan Pearson-Lund

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£865.9KEstimate

Founded

10 years ago

Since Sep 2015

Northwood Hills

Financial health

Financial Health

Strong

Strong · Hiring · 27% CAGR over 4y

Hiring

Location

C/O Ashley Richmond Accountant Ltd Joel Street, Argyle House

Northwood Hills, HA6 1NW

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VALIDPATH LIMITED

Validpath

Wealth ManagementFintech

29 employeesInc. 2001Cardiff, South GlamCH 04273538

validpath.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets67 / 100

Cash77 / 100

Headcount100 / 100

What does VALIDPATH LIMITED do?

Provides a network and support services for independent financial advisers, including FCA compliance assistance, integrated technology platforms, business development support, investment and mortgage…

Who does VALIDPATH LIMITED sell to?

Serves independent financial advisers and IFA firm owners, including advisers starting a practice, switching from directly authorised or appointed representative models, changing networks, or…

Key contacts (2)

Timothy Peter Riseborough

Director

Heledd Wyn Richards

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.3MEstimate

Founded

24 years ago

Since Aug 2001

Cardiff, South Glam

Financial health

Financial Health

Healthy

Healthy · Hiring · 44% CAGR over 2y

Hiring

Location

The Maltings, East Tyndall Street

Cardiff, South Glam, CF24 5EA

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Dowgate Wealth Limited

Dowgate Wealth

Wealth ManagementAsset Management

14 employeesInc. 2019LondonCH 12221221

dowgatewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

What does Dowgate Wealth Limited do?

Provides wealth management and stockbroking services, including discretionary portfolio management, tax‑efficient investing through ISAs and pensions, inheritance tax portfolio strategies, offshore…

Who does Dowgate Wealth Limited sell to?

Serves private investors, high-net-worth clients, trustees and pension holders seeking wealth management or stockbroking, plus quoted companies and employees needing share dealing and equity plan…

Key contacts (4)

Colin Mark Hughes

Director

Josh Sanford

Director

Stuart Melville Parkinson

Director

Benjamin Thomas McKeown

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4.8MEstimate

Founded

6 years ago

Since Sep 2019

London

Financial health

100

Financial Health

Strong

Location

15 Fetter Lane

London, EC4A 1BW

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ELEVATION WEALTH MANAGEMENT LIMITED

Elevation

Wealth Management

0 employeesInc. 2003Castle Vale, BirminghamCH 04794182

elevation-wm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount0 / 100

What does ELEVATION WEALTH MANAGEMENT LIMITED do?

Provides independent financial advice and planning services for individuals and businesses, including investment management, pensions, estate and trust planning, corporate financial planning,…

Who does ELEVATION WEALTH MANAGEMENT LIMITED sell to?

Serves private clients and families, SME owners and corporate clients, plus independent financial adviser practices seeking integration, primarily in the UK.

Key contacts (2)

Matthew Alexander Black

Director

Anthony Alan Jacques

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

23 years ago

Since Jun 2003

Castle Vale, Birmingham

Financial health

Financial Health

Healthy

Healthy · -63% CAGR over 4y

Location

Elevation House Unit 1 Marlin Office Village, Chester Road

Castle Vale, Birmingham, B35 7AZ

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ALLTRUST SERVICES LIMITED

Alltrust

Wealth Management

96 employeesInc. 2005Salisbury, CardiffCH 05365396

alltrust.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does ALLTRUST SERVICES LIMITED do?

Provides trustee and administration services for self‑invested pension schemes, including SIPPs and SSAS. Operates self‑invested personal pension and family pension trust structures, supporting…

Who does ALLTRUST SERVICES LIMITED sell to?

Serves private pension members, family groups and other member groups with self-invested pension needs, alongside financial advisers and professional intermediaries supporting SIPP and SSAS clients…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£5.7MEstimate

Founded

21 years ago

Since Feb 2005

Salisbury, Cardiff

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 96% CAGR over 2y

GrowingHiring

Location

Warner House, 123 Castle Street

Salisbury, Cardiff, SP1 3TB

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BLACKFINCH INVESTMENTS LIMITED

Blackfinch Investments

Wealth ManagementAsset ManagementVenture Capital

126 employeesInc. 1992CheltenhamCH 02705948

blackfinch.investments

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount68 / 100

What does BLACKFINCH INVESTMENTS LIMITED do?

Provides agency and distribution services for investment products and portfolio solutions to financial advisers. Offers access to tax‑efficient investments including EIS, VCT and AIM portfolios,…

Who does BLACKFINCH INVESTMENTS LIMITED sell to?

Serves UK financial advisers, adviser firms and paraplanners supporting private investors and business-owner clients with tax-planning and wealth-management needs.

Full details & directors in the file

Company vitals

UK Headcount

126

UK Revenue

£14.2MEstimate

Founded

34 years ago

Since Apr 1992

Cheltenham

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 9% CAGR over 2y

GrowingHiring

Location

Meadow Barn, Elkstone Studios

Cheltenham, GL53 9PQ

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BARON & GRANT INVESTMENT MANAGEMENT LTD

Baron & Grant

Asset ManagementWealth Management

4 employeesInc. 2019LondonCH 12161169

baronandgrant.com

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Financial sub-scores

Computed from 4 filings

Cash95 / 100

Headcount100 / 100

What does BARON & GRANT INVESTMENT MANAGEMENT LTD do?

Provides financial planning, investment advice and discretionary portfolio management, specialising in portfolios built around investment trusts and exchange‑traded funds. Serves individual…

Who does BARON & GRANT INVESTMENT MANAGEMENT LTD sell to?

Serves individual investors, UK-based financial advisers and intermediaries, companies, pension schemes, trusts and charities seeking financial planning, advice and discretionary investment…

Key contacts (2)

Christopher Iain Grant

Director

Thomas Poynton

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£484K

Founded

6 years ago

Since Aug 2019

London

Financial health

Financial Health

Strong

Strong · Hiring · 26% CAGR over 3y

Hiring

Location

66 Lincoln'S Inn Fields

London, WC2A 3LH

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MARLBOROUGH SELECT PLATFORM LIMITED

Graphene

FintechSaaSWealth Management

5 employeesInc. 2015London, Greater LondonCH 09603561

grapheneplatforms.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount75 / 100

What does MARLBOROUGH SELECT PLATFORM LIMITED do?

Provides software infrastructure and platform technology for wealth management firms, enabling financial advisers and discretionary managers to operate investment platforms, manage client portfolios,…

Who does MARLBOROUGH SELECT PLATFORM LIMITED sell to?

Serves B2B wealth management firms, private banks, platform operators, consolidators, financial advisers and discretionary fund managers that need institutional-grade infrastructure for client…

Key contacts (1)

Kevin George Mitchell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.6MEstimate

Founded

11 years ago

Since May 2015

London, Greater London

Financial health

Financial Health

Strong

Strong · Hiring · 6% CAGR over 4y

Hiring

Location

7 Savoy Court

London, Greater London, WC2R 0EX

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Planhappy Investment Management Ltd

PlanHappy

Wealth Management

5 employeesInc. 2015Stockton-on-TeesCH 09511883

planhappy.co.uk

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Financial sub-scores

Computed from 4 filings

Profitability100 / 100

Net assets70 / 100

Cash100 / 100

What does Planhappy Investment Management Ltd do?

Provides support services for financial advisers establishing or running independent financial planning businesses, including paraplanning, compliance oversight, technology, marketing,…

Who does Planhappy Investment Management Ltd sell to?

Serves UK financial planners and advisers who want to start, grow, scale, sell, or step back from their own financial planning business while retaining client relationships or brand ownership.

Key contacts (1)

Jeay Kinghan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1M

Founded

11 years ago

Since Mar 2015

Stockton-on-Tees

Financial health

Financial Health

Strong

Strong · Profitable · -63% CAGR over 2y

Profitable

Location

The Planning Rooms Wellington Court, Preston Farm Business Park

Stockton-On-Tees, TS18 3TA

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APOLLO PRIVATE WEALTH LTD

Apollo Private Wealth

Wealth ManagementAsset Management

0 employeesInc. 2016LondonCH 09976926

apolloprivatewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets97 / 100

Cash100 / 100

Headcount0 / 100

What does APOLLO PRIVATE WEALTH LTD do?

Provides financial planning and wealth management services including investment management, tax planning, retirement planning, estate and inheritance tax planning, intergenerational wealth planning,…

Who does APOLLO PRIVATE WEALTH LTD sell to?

Serves high and ultra-high net worth private clients and families, entrepreneurs, business owners, senior executives, finance and legal professionals, plus charities, trusts and employers seeking…

Key contacts (1)

Nauman Gondal

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£871.4KEstimate

Founded

10 years ago

Since Jan 2016

London

Financial health

Financial Health

Healthy

Healthy · -54% CAGR over 4y

Location

45 Albemarle Street, Mayfair

London, W1S 4JL

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Halo Investments Group Ltd

Halo Investing

FintechSaaSWealth Management

3 employeesInc. 2014Wolverhampton, West MidlandsCH 09038871

haloinvesting.com

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Financial sub-scores

Computed from 4 filings

Net assets98 / 100

Cash100 / 100

Headcount40 / 100

What does Halo Investments Group Ltd do?

Provides an online investment platform that enables financial advisors to source, structure and manage protective investment products, including structured notes, buffered ETFs and annuities,…

Who does Halo Investments Group Ltd sell to?

Serves financial advisors, wealth managers and financial institutions worldwide, including banks, asset managers, insurers and capital markets teams serving investors’ wealth and retirement…

Key contacts (1)

Simon Blower

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£386.4KEstimate

Founded

12 years ago

Since May 2014

Wolverhampton, West Midlands

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 3y

Growing

Location

130 Hordern Road, Blyth House

Wolverhampton, West Midlands, WV6 0HS

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TIDEWAY INVESTMENT MANAGEMENT LIMITED

Tideway Wealth

Wealth ManagementAsset Management

31 employeesInc. 1995LondonCH 03078645

tidewaywealth.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets38 / 100

Cash100 / 100

Headcount91 / 100

What does TIDEWAY INVESTMENT MANAGEMENT LIMITED do?

Provides financial planning and wealth management services, including investment portfolio management, pension drawdown advice, retirement planning, tax‑efficient income strategies, inheritance tax…

Who does TIDEWAY INVESTMENT MANAGEMENT LIMITED sell to?

Serves individual investors, especially people approaching or in retirement, pension drawdown clients, and those seeking to grow or preserve personal wealth through financial planning and investment…

Key contacts (5)

Andrew Charles Gulliford

Director

Valerie Joan John

Director

Courtney Michelle Mayer

Director

James Patrick Kennedy

Director

Michael George Burbage

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£851.7KEstimate

Founded

31 years ago

Since Jul 1995

London

Financial health

Financial Health

Healthy

Healthy · Hiring · 19% CAGR over 2y

Hiring

Location

6 Deanery Street, Mayfair

London, W1K 1BA

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FUNDAMENTAL ASSET MANAGEMENT LIMITED

Fundamental Asset Management

Asset ManagementWealth Management

6 employeesInc. 2004HarrowCH 05089880

fundamentalasset.com

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Financial sub-scores

Computed from 4 filings

Profitability100 / 100

Net assets24 / 100

Cash43 / 100

Headcount40 / 100

What does FUNDAMENTAL ASSET MANAGEMENT LIMITED do?

Provides investment management services focused on direct equity portfolios for high‑net‑worth individuals. Manages global growth, UK dividend income, and AIM‑based portfolios, including strategies…

Who does FUNDAMENTAL ASSET MANAGEMENT LIMITED sell to?

Serves high-net-worth individuals and private investors seeking managed equity portfolios, ISA/SIPP investments, and inheritance tax planning, with resources for financial advisers supporting such…

Key contacts (1)

Stephen Drabwell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3M

Founded

22 years ago

Since Mar 2004

Harrow

Financial health

Financial Health

Stable

Stable · Profitable · 0% CAGR over 3y

Profitable

Location

C/O Cox Costello & Horne, 7 St. Johns Road

Harrow, HA1 2EY

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FUTURA WEALTH MANAGEMENT LTD

Futura

Wealth Management

43 employeesInc. 2006Worthing, West SussexCH 05667226

futurafs.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

What does FUTURA WEALTH MANAGEMENT LTD do?

Invests in and partners with independent financial advice firms, providing operational, administrative, technology and strategic support. Operates a network of financial advisers delivering financial…

Who does FUTURA WEALTH MANAGEMENT LTD sell to?

Targets owners of independent financial advice firms across the UK seeking investment, succession or growth support while retaining their brand, team, culture and client relationships.

Key contacts (1)

Francisco Lucas Mendoza

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£982.5KEstimate

Founded

20 years ago

Since Jan 2006

Worthing, West Sussex

Financial health

100

Financial Health

Strong

Location

Crescent House,, Crescent Road

Worthing, West Sussex, BN11 1RN

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Lincoln Private Investment Office

Wealth ManagementAsset Management

14 employeesInc. 2013LondonCH OC389623

lpio.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount100 / 100

What does Lincoln Private Investment Office do?

Provides wealth management and private investment office services, including discretionary portfolio management, advisory on alternative investments, and coordination of clients’ broader financial…

Who does Lincoln Private Investment Office sell to?

Serves high-net-worth individuals and families seeking personal wealth management, investment advice and wider private office support, with clients who want either delegated portfolio management or…

Key contacts (20)

Jonathan Douglas Hankin Steel

Llp Member

Paul Edward Leech

Llp Member

Jonathan Stephen Crane

Llp Member

Charles Zachary Curtis

Llp Member

Jonathan Matthew Foley

Llp Member

Dominic Michael Freemantle

Llp Member

Hayley Boland

Llp Member

David Rodney Morant

Llp Member

Philip Geoffrey Byrne

Llp Member

Louisa Berry

Llp Member

James Meiklejohn

Llp Member

Charles Wilson

Llp Member

Stephen Kattou

Llp Member

Jeremy Martin Buhlmann

Llp Member

Hamish Robert Muir MacKenzie

Llp Member

Jonathan Brett Lanceley

Llp Member

Benjamin James Stern

Llp Member

Edmund John Price

Llp Member

Anthony Charles Hervey

Llp Member

Christopher John Rowell

Llp Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£402.5KEstimate

Founded

12 years ago

Since Dec 2013

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 18% CAGR over 4y

Hiring

Location

32 Grosvenor Gardens

London, SW1W 0DH

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Russell Gibson Financial Management Limited

Russell Gibson

Wealth Management

13 employeesInc. 2007AberdeenCH SC333657

russellgibson.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash82 / 100

Headcount40 / 100

What does Russell Gibson Financial Management Limited do?

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

Who does Russell Gibson Financial Management Limited sell to?

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

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.3MEstimate

Founded

18 years ago

Since Nov 2007

Aberdeen

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 4y

Growing

Location

4 Rubislaw Terrace

Aberdeen, AB10 1XE

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ALPH CAPITAL LIMITED

Alpha Capital

Asset ManagementWealth Management

0 employeesInc. 2016Kingston Upon Thames, SurreyCH 10293635

alphacapitalgroup.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount0 / 100

What does ALPH CAPITAL LIMITED do?

Provides investment advisory services and discretionary fund management, managing client investment portfolios on behalf of individuals or institutions and advising on asset allocation, securities…

Key contacts (2)

Amnon Barak

Director

Philippe Pierre Michelotti

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£749.1K

Founded

10 years ago

Since Jul 2016

Kingston Upon Thames, Surrey

Financial health

Financial Health

Healthy

Healthy · -73% CAGR over 4y

Location

1 Princeton Mews, 167-169 London Road

Kingston Upon Thames, Surrey, KT2 6PT

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LOYOLA INVESTMENT MANAGEMENT LIMITED

Loyola Asset Management

Wealth ManagementAsset Management

2 employeesInc. 2020SouthgateCH 13047341

loyola-asset.com

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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

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SEABROOK CLARK LTD

Seabrook Clark

Wealth ManagementAsset Management

13 employeesInc. 2012Exeter, DevonCH 08281001

seabrookclark.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets96 / 100

Cash99 / 100

Headcount80 / 100

What does SEABROOK CLARK LTD do?

Provides financial planning and investment management services, including pension advice, portfolio management and discretionary fund management. Advises individuals on retirement planning,…

Who does SEABROOK CLARK LTD sell to?

Serves private clients, including affluent individuals, retirees and families seeking personal pension, investment, inheritance tax, later-life and tax-efficient EIS/VCT advice.

Key contacts (2)

Emma Clare Ley

Director

Matthew John Seabrook Clark

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

13 years ago

Since Nov 2012

Exeter, Devon

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 7% CAGR over 4y

GrowingHiring

Location

The Greenkeepers Cottage At Exeter Golf & Country Club, Topsham Road

Exeter, Devon, EX2 7AE

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Y TREE LIMITED

Y Tree

Wealth ManagementFintech

125 employeesInc. 2016LondonCH 10186799

y-tree.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount100 / 100

What does Y TREE LIMITED do?

Provides regulated investment and wealth management advice to high‑net‑worth individuals and families. Uses proprietary technology to aggregate financial accounts, analyse performance, risk and…

Who does Y TREE LIMITED sell to?

Serves high-net-worth individuals and families who want independent oversight of complex personal wealth, financial affairs and lifestyle-related financial planning.

Key contacts (4)

Eliana Magdalene Sydes

Director

John Laurence Hampel

Director

Eric Peretz

Director

Stuart Anthony Cash

Director

Full details & directors in the file

Company vitals

UK Headcount

125

UK Revenue

£13.7MEstimate

Founded

10 years ago

Since May 2016

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 23% CAGR over 4y

Hiring

Location

130 Shaftesbury Avenue

London, W1D 5EU

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OAK PRIVATE WEALTH LTD

OAK Private Wealth

Wealth ManagementAsset Management

6 employeesInc. 2022LondonCH 13833125

oakprivatewealth.com

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount100 / 100

What does OAK PRIVATE WEALTH LTD do?

Provides financial planning, investment management, and tax and estate planning services for individuals and families, advising on wealth management, long-term financial planning, and structuring…

Who does OAK PRIVATE WEALTH LTD sell to?

Serves private individuals and families seeking long-term wealth advice, including clients planning across generations and those needing support with personal, family, tax and estate-related…

Key contacts (2)

Tamsin Caronwen Parker

Director

James Matthew Parker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£316.1KEstimate

Founded

4 years ago

Since Jan 2022

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 73% CAGR over 2y

Hiring

Location

1 King William Street, King William Street

London, EC4N 7AF

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ASCOTT WEALTH MANAGEMENT LIMITED

Ascot Wealth Management

Wealth Management

2 employeesInc. 2012Birmingham, West MidlandsCH 08318735

ascotwm.com

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

What does ASCOTT WEALTH MANAGEMENT LIMITED do?

Provides wealth management and financial advisory services, including investment planning, portfolio management, retirement planning, and wider financial planning support for individual and business…

Who does ASCOTT WEALTH MANAGEMENT LIMITED sell to?

Serves UK individuals and families seeking financial advice, including affluent clients planning investments, pensions, retirement and wealth management.

Key contacts (2)

Deborah Jane Ascott

Director

Lee Malcolm Ascott

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£453.7KEstimate

Founded

13 years ago

Since Dec 2012

Birmingham, West Midlands

Financial health

100

Financial Health

Strong

Location

59-61 Charlotte Street, St Pauls Square

Birmingham, West Midlands, B3 1PX

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Paradigm Norton Financial Planning Limited

Paradigm Norton

Wealth Management

88 employeesInc. 2001BristolCH 04220937

paradigmnorton.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets48 / 100

Cash95 / 100

Headcount38 / 100

What does Paradigm Norton Financial Planning Limited do?

Provides financial planning and wealth management services for private clients, including investment portfolio management, retirement and estate planning, cash‑flow planning, and tax planning and…

Who does Paradigm Norton Financial Planning Limited sell to?

Serves affluent private clients, families and values-led business owners, including B Corp leaders, employee-owned firms, people selling businesses, charities, lawyers and women seeking financial…

Key contacts (3)

Caroline Mary Anne Rainbird

Director

Matthew Paul Fowler

Director

Barry David Horner

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£7.6MEstimate

Founded

25 years ago

Since May 2001

Bristol

Financial health

Financial Health

Stable

Stable · -2% CAGR over 1y

Location

Paradigm House, Macrae Road Ham Green

Bristol, BS20 0DD

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MASECO Private Wealth

Wealth ManagementAsset Management

112 employeesInc. 2008LondonCH OC337650

masecoprivatewealth.com

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Financial sub-scores

Computed from 3 filings

Headcount85 / 100

What does MASECO Private Wealth do?

Provides private wealth management and financial advisory services for high‑net‑worth individuals and families, including cross‑border investment management, portfolio management, and tax‑aware…

Who does MASECO Private Wealth sell to?

Serves high and ultra-high-net-worth US and UK individuals and families with cross-border wealth needs, including citizens living overseas and clients with investable portfolios above $/£1m.

Key contacts (15)

Adrian David Edwards

Llp Member

Damian Barry

Llp Member

Marc Simon Cane

Llp Member

Charles George Oliver Cutting

Llp Member

Cormac Ronan Aidan Naughten

Llp Member

Kyle Daniel McClellan

Llp Member

Stephen Duffy Johnson

Llp Member

Patrick Adam Ronald Bowen

Llp Member

Edward Alistair Howison

Llp Member

Andrea Lauren Solana

Llp Member

Torgeir Flonaes

Llp Member

Henry Quentin Alexander Findlater

Llp Member

David Rory Bruno Dorman

Llp Member

Joshua Eli Matthews

Llp Designated Member

James Robert Dundas Sellon

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

112

UK Revenue

£999.8KEstimate

Founded

18 years ago

Since May 2008

London

Financial health

Financial Health

Strong

Strong · Hiring · 16% CAGR over 2y

Hiring

Location

The Kodak Building, 11 Keeley Street

London, WC2B 4BA

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CONFIDANTE CLOUD SERVICES LIMITED

Confidante

SaaSFintechStartup

5 employeesInc. 2022Lancaster, LancashireCH 13868888

confidante.cloud

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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

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Dowgate Capital Limited

Dowgate Capital

Investment BankingWealth Management

42 employeesInc. 1990LondonCH 02474423

dowgatecapital.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets79 / 100

Cash62 / 100

Headcount100 / 100

What does Dowgate Capital Limited do?

Provides discretionary, advisory and execution-only investment services, including corporate broking and advisory, equity research, sales and trading. Also operates auctions for buying and selling…

Who does Dowgate Capital Limited sell to?

Serves investors seeking to buy or sell Wimbledon Debentures, alongside quoted and unquoted companies needing capital markets support and corporate broking relationships.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£9.8M

Founded

36 years ago

Since Feb 1990

London

Financial health

Financial Health

Strong

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

GrowingHiring

Location

15 Fetter Lane

London, EC4A 1BW

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TOWN CLOSE FINANCIAL PLANNING LIMITED

Town Close Financial Planning

Wealth Management

5 employeesInc. 2013London, EssexCH 08390032

townclose.money

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Financial sub-scores

Computed from 5 filings

Headcount75 / 100

What does TOWN CLOSE FINANCIAL PLANNING LIMITED do?

Provides personal financial planning and advisory services, including retirement planning, tax planning, investment advice and wealth management. Supports clients with financial organisation, legacy…

Who does TOWN CLOSE FINANCIAL PLANNING LIMITED sell to?

Serves individual clients and families seeking personal financial guidance, including people planning for retirement, managing wealth, handling tax decisions, or needing support after bereavement.

Key contacts (1)

Jeremy Sinclair Askew

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£550.6KEstimate

Founded

13 years ago

Since Feb 2013

London, Essex

Financial health

Financial Health

Healthy

Healthy · Hiring · 6% CAGR over 4y

Hiring

Location

124 City Road

London, Essex, EC1V 2NX

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Continuum Wealth Limited

Continuum Wealth

Wealth Management

13 employeesInc. 2010Marlow, BuckinghamshireCH 07469003

continuum-wealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets70 / 100

Cash53 / 100

Headcount80 / 100

What does Continuum Wealth Limited do?

Provides independent financial advice and wealth management services, including retirement and pension planning, investment and savings advice, tax and inheritance planning, mortgage advice,…

Who does Continuum Wealth Limited sell to?

Serves private individuals and families across life stages, especially pre-retirees and later-life clients, plus business owners and advisers seeking appointed representative arrangements.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£826KEstimate

Founded

15 years ago

Since Dec 2010

Marlow, Buckinghamshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 5% CAGR over 5y

Hiring

Location

Taylor House, 39 High Street

Marlow, Buckinghamshire, SL7 1AU

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Henwood Court Financial Planning Limited

Henwood Court

Wealth ManagementAsset Management

20 employeesInc. 2004Sutton Coldfield, West MidlandsCH 05280846

henwoodcourt.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets88 / 100

Cash96 / 100

Headcount40 / 100

What does Henwood Court Financial Planning Limited do?

Provides chartered financial planning and wealth management services. Advises business owners, executives and retirees on investment portfolios, tax planning, retirement planning and long‑term…

Who does Henwood Court Financial Planning Limited sell to?

Serves affluent individuals and families, including business owners, senior executives, professionals, and people approaching or already in retirement.

Key contacts (2)

Victoria Platt

Director

Nicholas Graham Bernard Platt

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.6MEstimate

Founded

21 years ago

Since Nov 2004

Sutton Coldfield, West Midlands

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 1y

Growing

Location

The Cruck Barn 20 Country Park View, Walmley

Sutton Coldfield, West Midlands, B76 1TE

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IFA (North) LLP

Rosebridge

Wealth Management

10 employeesInc. 2008BuryCH OC340013

rosebridgeltd.com

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Financial sub-scores

Computed from 5 filings

Net assets70 / 100

Cash82 / 100

Headcount75 / 100

What does IFA (North) LLP do?

Provides financial planning and investment advisory services to individuals, business owners, charities and trusts. Offers retirement planning, wealth management, and mortgage advice, developing…

Who does IFA (North) LLP sell to?

Serves individuals approaching or in retirement, owner-managed businesses and business owners, plus charities and trusts, primarily across the North of England with national reach.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£434.4KEstimate

Founded

17 years ago

Since Sep 2008

Bury

Financial health

Financial Health

Healthy

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

GrowingHiring

Location

The Grants 11 Market Place, Ramsbottom

Bury, BL0 9AJ

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Hexagon Wealth Limited

Hexagon Wealth

Wealth ManagementInsurance

11 employeesInc. 2002SwanseaCH 04503414

hexagonwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Cash71 / 100

Headcount100 / 100

What does Hexagon Wealth Limited do?

Provides financial planning and wealth management services, including advice on pensions, investments, insurance protection, mortgages and tax planning. Offers ongoing financial guidance and…

Who does Hexagon Wealth Limited sell to?

Serves individuals and families across the UK seeking personal financial advice, including clients planning for pensions, investments, mortgages, protection and tax; also targets financial advisers…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£853.5KEstimate

Founded

23 years ago

Since Aug 2002

Swansea

Financial health

Financial Health

Strong

Strong · Hiring · 53% CAGR over 4y

Hiring

Location

4 Tawe Business Village, Phoenix Way, Enterprise Park

Swansea, SA7 9LA

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Miller James Financial Planning Limited

Miller James Financial Planning

Wealth Management

6 employeesInc. 2014Swindon, WiltshireCH 08844794

millerjamesfinancialplanning.co.uk

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Financial sub-scores

Computed from 3 filings

Cash87 / 100

Headcount70 / 100

What does Miller James Financial Planning Limited do?

Provides financial planning and advisory services including pension planning, investment advice, life and income protection, business protection, and retirement planning, with online tools such as…

Who does Miller James Financial Planning Limited sell to?

Serves private individuals and corporate clients, including people planning pensions, investments, retirement or protection, and businesses seeking protection advice.

Key contacts (2)

Johanna Louise Miller

Director

Jonathan James Miller

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£374.6KEstimate

Founded

12 years ago

Since Jan 2014

Swindon, Wiltshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 10% CAGR over 2y

Hiring

Location

Delta 606 Welton Road, Delta Office Park

Swindon, Wiltshire, SN5 7XF

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CPM Financial Planning Limited

CPM Financial Services

Wealth Management

6 employeesInc. 2012Horsham, West SussexCH 07937995

cpmfinancialservices.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does CPM Financial Planning Limited do?

Provides independent financial planning and wealth management services, including investment advice, retirement planning, risk management, and portfolio management. Offers financial guidance, market…

Who does CPM Financial Planning Limited sell to?

Serves families, entrepreneurs, executives and business owners seeking independent financial advice, including affluent households planning retirement, investments, risk management and…

Key contacts (2)

Gary Inch

Director

Christopher Paul Masters

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£369.9KEstimate

Founded

14 years ago

Since Feb 2012

Horsham, West Sussex

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

Solo House The Courtyard, London Road

Horsham, West Sussex, RH12 1AT

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Sylvan Financial Management Ltd

Sylvan Financial Management

Wealth Management

12 employeesInc. 2020CheadleCH 12990055

sylvanfinancial.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets74 / 100

Cash100 / 100

Headcount100 / 100

What does Sylvan Financial Management Ltd do?

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

Who does Sylvan Financial Management Ltd sell to?

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

Key contacts (3)

Adrian George Joseph Edwards

Director

Elizabeth Jane Patrick

Director

Edward Thomas Henry Painter

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£397.2KEstimate

Founded

5 years ago

Since Nov 2020

Cheadle

Financial health

Financial Health

Strong

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

GrowingHiring

Location

5300 Lakeside

Cheadle, SK8 3GP

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Watermark Financial Planning Limited

Watermark Financial Planning

Wealth Management

8 employeesInc. 2009SwanseaCH 06960247

watermark-financial.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash85 / 100

Headcount29 / 100

What does Watermark Financial Planning Limited do?

Provides wealth management and financial planning services, offering advice on investments, pensions, retirement planning and personal finance, and guiding clients on managing and growing their…

Who does Watermark Financial Planning Limited sell to?

Serves private clients across the UK, including individuals and families seeking wealth management and financial planning advice.

Key contacts (2)

Maria Elizabeth Sansum

Director

Mark Anthony Sansum

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£382.9KEstimate

Founded

17 years ago

Since Jul 2009

Swansea

Financial health

Financial Health

Healthy

Healthy · -4% CAGR over 3y

Location

98 Walter Road

Swansea, SA1 5QJ

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Thomson Tyndall Ltd

Thomson Tyndall

Wealth Management

16 employeesInc. 2015LondonCH 09779579

thomsontyndall.com

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Financial sub-scores

Computed from 3 filings

Profitability100 / 100

Net assets83 / 100

Cash62 / 100

Headcount73 / 100

What does Thomson Tyndall Ltd do?

Provides independent financial planning and investment management for private clients, families, charities and businesses. Services include portfolio management, tax planning, mortgage advice, and…

Who does Thomson Tyndall Ltd sell to?

Serves a mix of B2C and B2B clients: private clients and families, small businesses and charities across the UK, plus employers seeking financial education for staff at different career stages.

Key contacts (3)

Scott Marcus Tindle

Director

Stephanie Victoria Evans

Director

James Douglas Alasdair Fergusson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£6.4M

Founded

10 years ago

Since Sep 2015

London

Financial health

Financial Health

Strong

Strong · Profitable, Growing, Hiring · 11% CAGR over 2y

ProfitableGrowingHiring

Location

1 The Sanctuary

London, SW1P 3JT

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ISLANDBRIDGE CAPITAL LIMITED

Islandbridge

Wealth ManagementAsset Management

15 employeesInc. 2007LondonCH 06387449

ib-capital.com

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Financial sub-scores

Computed from 5 filings

Cash31 / 100

Headcount100 / 100

What does ISLANDBRIDGE CAPITAL LIMITED do?

Provides multi-family office and investment management services for families and entrepreneurs, including portfolio management, direct and fund investments, and integrated strategic financial advice.…

Who does ISLANDBRIDGE CAPITAL LIMITED sell to?

Serves wealthy families, successful entrepreneurs and sophisticated global investors, including FCA professional clients, eligible counterparties, US accredited investors and qualified purchasers.

Key contacts (1)

Andrew Nigel Harrison

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.3M

Founded

18 years ago

Since Oct 2007

London

Financial health

Financial Health

Healthy

Healthy · Hiring · 14% CAGR over 4y

Hiring

Location

18/19 Albemarle Street

London, W1S 4HR

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EDISON WEALTH MANAGEMENT LIMITED

Edison Wealth Management

Wealth ManagementAsset Management

8 employeesInc. 2007LondonCH 06198377

edisonwm.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount61 / 100

What does EDISON WEALTH MANAGEMENT LIMITED do?

Provides financial planning, investment management and tax planning advice for individuals, families and business owners. Advises on wealth structuring, portfolio investing, sustainable investment…

Who does EDISON WEALTH MANAGEMENT LIMITED sell to?

Serves private clients including high-net-worth individuals and families, divorcees negotiating settlements, and business owners planning exits or managing newly realised wealth.

Key contacts (1)

Justin Charles Asquith Small

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£966.3KEstimate

Founded

19 years ago

Since Apr 2007

London

Financial health

Financial Health

Strong

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

GrowingHiring

Location

22a St. James'S Square

London, SW1Y 4JH

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First Wealth

Wealth ManagementAsset Management

0 employeesInc. 2018LondonCH 11343740

firstwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Cash0 / 100

Headcount0 / 100

What does First Wealth do?

Provides financial planning and wealth management services to individuals, including investment management, tax planning, retirement and pension advice, cash flow modelling, and guidance on EIS,…

Who does First Wealth sell to?

Serves high-net-worth individuals, entrepreneurs from scaling to exit, senior professionals, and clients in sports and entertainment seeking personal wealth advice.

Key contacts (3)

Claire Louise Phillips

Director

Robert Matthew Caplan

Director

Anthony James Villis

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£287.9KEstimate

Founded

8 years ago

Since May 2018

London

Financial health

Financial Health

Distressed

Distressed · -66% CAGR over 4y

Financial distress

Location

16 Great Queen Street, Covent Garden

London, WC2B 5AH

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SLATESTONE LIMITED

SlateStone Wealth

Wealth ManagementAsset Management

2 employeesInc. 1985Tadworth, SurreyCH 01922199

slatestone.com/adv_brochure.pdf

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Financial sub-scores

Computed from 5 filings

Cash88 / 100

Headcount40 / 100

What does SLATESTONE LIMITED do?

Provides wealth management and financial advisory services, including financial planning, portfolio and asset management, and investment guidance for private clients. Develops tailored wealth plans…

Who does SLATESTONE LIMITED sell to?

Targets affluent private clients, families and women with significant personal wealth, including spouses, children and grandchildren involved in long-term financial planning, investment decisions and…

Key contacts (1)

Callum Antony Hawker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

41 years ago

Since Jun 1985

Tadworth, Surrey

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

The Holt, Alcocks Lane

Tadworth, Surrey, KT20 6BB

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GODDARD PERRY HOLDINGS LIMITED

Goddard Perry Consulting

Wealth Management

1 employeesInc. 2009Croydon, SurreyCH 06951151

goddardperry.com/contact-us.html

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

What does GODDARD PERRY HOLDINGS LIMITED do?

Operates as a holding company for businesses providing independent financial advice, personal financial planning, mortgage advice, and employee benefits consultancy to individuals and corporate…

Who does GODDARD PERRY HOLDINGS LIMITED sell to?

Serves a mix of private individuals, company directors and corporate clients seeking financial planning, mortgages, pensions and employee benefits support.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.9MEstimate

Founded

17 years ago

Since Jul 2009

Croydon, Surrey

Financial health

100

Financial Health

Strong

Location

Corinthian House, 17 Lansdowne Road

Croydon, Surrey, CR0 2BX

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ARETIAN WEALTH MANAGEMENT LIMITED

Aretian Wealth Management

Wealth Management

9 employeesInc. 2009LondonCH 07101143

aretianwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets47 / 100

Cash100 / 100

Headcount100 / 100

What does ARETIAN WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management services for individuals and families, including investment advice, pension planning, portfolio management, sustainable investment strategies, trust…

Who does ARETIAN WEALTH MANAGEMENT LIMITED sell to?

Serves affluent private individuals and families, including successful professionals and business owners, seeking support with long-term personal wealth and financial planning.

Key contacts (2)

Michelle Harsum

Director

Paul Harsum

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£345.4KEstimate

Founded

16 years ago

Since Dec 2009

London

Financial health

Financial Health

Healthy

Healthy · Hiring · 21% CAGR over 4y

Hiring

Location

C/O Two Matts Llp, 151 Wardour Street

London, W1F 8WE

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Integrated Wealth Management Ltd

Integrated Wealth Management

Wealth Management

5 employeesInc. 2011StirlingCH SC403175

integratedwealthmanagement.ca

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Financial sub-scores

Computed from 5 filings

Net assets64 / 100

Cash100 / 100

Headcount75 / 100

What does Integrated Wealth Management Ltd do?

Provides wealth management and financial planning services including investment portfolio management, retirement and estate planning, risk management advice, and ongoing financial advisory support…

Who does Integrated Wealth Management Ltd sell to?

Serves affluent private investors, high-net-worth individuals and families focused on maintaining lifestyle, managing wealth, retirement income and legacy planning.

Key contacts (1)

James Scott Laurie

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£289.7KEstimate

Founded

15 years ago

Since Jul 2011

Stirling

Financial health

Financial Health

Healthy

Healthy · Hiring · 6% CAGR over 4y

Hiring

Location

Suite 14 Scion House, University Of Stirling Innovation Park

Stirling, FK9 4NF

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PHILPOTT FINANCIAL LIMITED

Philpott Financial

Wealth Management

7 employeesInc. 2019HuddersfieldCH 12283391

philpottfinancial.com

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash72 / 100

Headcount100 / 100

What does PHILPOTT FINANCIAL LIMITED do?

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

Who does PHILPOTT FINANCIAL LIMITED sell to?

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

Key contacts (2)

Benjamin Charles Philpott

Director

Henry Robert Philpott

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£286.4KEstimate

Founded

6 years ago

Since Oct 2019

Huddersfield

Financial health

Financial Health

Strong

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

GrowingHiring

Location

18 Commercial Road, Skelmanthorpe

Huddersfield, HD8 9DA

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SQUARE MILE ASSET MANAGEMENT LIMITED

Square Mile Asset Management

Wealth ManagementAsset Management

1 employeesInc. 2004Richmond, SurreyCH 05279520

sm-asset.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount40 / 100

What does SQUARE MILE ASSET MANAGEMENT LIMITED do?

Provides wealth management and financial planning advice, including defined benefit pension transfer advice, QROPS and international pension plan transfers, pension reviews and consolidation, and…

Who does SQUARE MILE ASSET MANAGEMENT LIMITED sell to?

Serves high-net-worth individuals with UK pension assets or investable wealth, including UK and non-UK residents, US tax residents, and people considering DB, QROPS or international pension transfers.

Key contacts (1)

Robert Matthew Allan MacGuire

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£321.1KEstimate

Founded

21 years ago

Since Nov 2004

Richmond, Surrey

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

1 Parkshot

Richmond, Surrey, TW9 2RD

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PJG Financial Services Limited

PJG Financial Services

Wealth Management

14 employeesInc. 2002Wetherby, West YorkshireCH 04435416

pjgfs.com

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Financial sub-scores

Computed from 5 filings

Net assets37 / 100

Cash100 / 100

Headcount52 / 100

What does PJG Financial Services Limited do?

Provides financial planning and advisory services covering pensions, investments, mortgages, and personal or business protection. Assesses clients’ financial circumstances and recommends suitable…

Who does PJG Financial Services Limited sell to?

Serves UK-based individual consumers, personal-wealth clients, and company owners or directors, including people planning for retirement, investing, arranging protection or mortgages, and businesses…

Key contacts (3)

Aidan Paul Gilligan

Director

Anthony Kevin Gilligan

Director

Patrick Joseph Gilligan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£700.5KEstimate

Founded

24 years ago

Since May 2002

Wetherby, West Yorkshire

Financial health

Financial Health

Stable

Stable · 2% CAGR over 4y

Location

Parkhill Studio, Walton Road

Wetherby, West Yorkshire, LS22 5DZ

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Generation Wealth Ltd

Generation Wealth

Wealth Management

5 employeesInc. 2015Plymouth, DevonCH 09456850

generationwealth.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does Generation Wealth Ltd do?

Provides independent financial advice and planning for individuals and businesses, including investment and pension advice, retirement planning, wealth protection, workplace pensions, employee…

Who does Generation Wealth Ltd sell to?

Serves private individuals, families, investors and retirees, as well as business owners, company directors and employers seeking support with workplace pensions, employee benefits and business…

Key contacts (1)

Sarah Leanne Ross

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£439.7KEstimate

Founded

11 years ago

Since Feb 2015

Plymouth, Devon

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 3y

Growing

Location

Abacus House, 129 North Hill

Plymouth, Devon, PL4 8JY

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Slater Financial Ltd

Slater Financial Group

Wealth Management

13 employeesInc. 2009Buxton, DerbyshireCH 07111538

slaterfinancialgroup.com/meet-the-advisory-team

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount67 / 100

What does Slater Financial Ltd do?

Provides wealth management and investment management services, including portfolio management, financial planning, family office advisory, family governance support, and business transition planning…

Who does Slater Financial Ltd sell to?

Serves high-net-worth families, entrepreneurs and family-owned business owners seeking private wealth management, family enterprise advice and business transition planning.

Key contacts (1)

Philip Andrew Slater

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£620.6KEstimate

Founded

16 years ago

Since Dec 2009

Buxton, Derbyshire

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 9% CAGR over 2y

GrowingHiring

Location

9-10 St. Annes Square

Buxton, Derbyshire, SK17 6EA

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2,236 more companies and their verified directors are in the file

You’re seeing the top 49. Buy the list to get all 2,285 with directors, websites and financials.

How Cloudflare 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.

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

UK Wealth Management by CDN

Wealth Management Companies Using Amazon CloudFront 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 Google Tag Manager in the UK Wealth Management Companies Using Yoast SEO in the UK

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Frequently asked questions

How many UK wealth management companies use Cloudflare?

845 actively-trading UK wealth management companies run Cloudflare, detected via Firmbase's technology fingerprinting of their public websites joined with Companies House records. 17 of them report turnover above £5M in their most recent filed accounts.

What share of UK wealth management companies run Cloudflare?

Cloudflare accounts for 90.4% of UK wealth management companies with a detectable CDN (845 of 935), the most-detected CDN in the sector, ahead of Amazon S3 (7.8%) and Amazon CloudFront (5.9%).

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

What size wealth management companies use Cloudflare in the UK?

The median Cloudflare-running wealth management company employs 5 people and reports roughly £312k in UK turnover. 17 of the cohort report turnover above £5M.

What do Cloudflare-running wealth management companies also run?

58.1% of Cloudflare-running UK wealth management companies also run WordPress, 43.9% run Google Analytics, 38.8% run Yoast SEO, 38.3% run reCAPTCHA. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 1,840 verified directors — names and roles — across these 845 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 2,285 companies as a spreadsheet.

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