Wealth Management Companies Using Concrete CMS in the UK: 65 Active Firms (2026)

Updated June 2026

Wealth management firms using a public-site CMS manage investment advice, planning and client communication online in the UK.

For wealth managers, Concrete CMS functions as a controlled publishing layer for advice categories, market commentary, adviser biographies and enquiry journeys, rather than as a high-volume commerce or media platform. Adoption usually points to a firm with a direct-channel posture: enough marketing budget to maintain pages and trust signals, but not necessarily an internal product team. Buying centres tend to sit between owner-managers, compliance reviewers and outsourced web agencies, with engagements shaped around website rebuilds, service-line messaging and ongoing content approvals. The behaviour is closer to professional-services publishing than to software-led customer acquisition.

Within UK wealth management, 65 actively trading firms are running Concrete CMS on their public sites. The system ranks fifth among detected CMS platforms in the sector, with a 3.6% share of a 1,799-site denominator. Reported employment covers 63 of 63 firms, so the adoption footprint is not just a registration artefact; those firms report 414 people between them. Regional skew is visible: the South East accounts for 21.5%, followed by London at 12.3%, East of England and North West both at 10.8%, and Yorkshire and The Humber at 9.2%.

Wealth-management sites carrying adviser commentary, service descriptions and contact forms sit close to regulated communication. FCA expectations around clear, fair and not misleading promotions make workflow, sign-off and archive discipline more important than design optionality. GDPR and ICO guidance also matter where contact capture, analytics tags or client-event invitations collect personal information. Procurement therefore tends to favour CMS setups that an external agency can patch, document and hand back to compliance, rather than stacks that rely on frequent developer intervention inside the advisory firm.

Adoption appears likely to remain a specialist pattern rather than a default choice. Wealth managers with small teams tend to keep familiar publishing workflows when compliance review, adviser approvals and agency support are already settled. Pressure to change has been coming less from content volume and more from bundled client portals, marketing automation and security governance. That points to gradual churn: some firms will replatform during brand or compliance projects, while others will keep the existing CMS as long as it remains serviceable and easy for non-technical staff to maintain.

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 Concrete CMS varies by company size across the trading UK wealth management companies in this cohort. 1% of the 5,347 companies with under 10 employees run Concrete CMS (54 detected). 2.9% of the 453 companies with 10–50 employees run Concrete CMS (13 detected). 0% of the 28 companies with over 50 employees run Concrete CMS (0 detected). That is a 1% gap between the over 50 employees and under 10 employees bands.

Active firms

2026

3.6%

Of detected CMS share

UK wealth management

Median headcount

Filed accounts

116

Verified directors

Across this cohort

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Key facts

Among 1,799 wealth management firms with a detectable CMS, this CMS accounts for 3.6% (65), behind larger CMS cohorts at 69.6% (1,253), 6.2% (112), 4.9% (88) and 4.5% (81).

South East registrations account for 21.5% (14) of wealth management firms running this CMS, followed by London at 12.3% (8).

Cloud-delivery infrastructure appears in 40.0% (26) of the cohort, while adviser-platform technology appears in 16.9% (11).

Sector tags overlap: 64.6% (42) of this CMS-running wealth management cohort is also tagged to insurance, and 21.5% (14) to retail banking.

Financial-health classifications are mixed: 40.0% (26) sit in the stable band, with 10.8% (7) marked weak and 13.8% (9) marked distressed.

CMS market share among UK Wealth Management

Concrete CMS

Tridion

Adobe Experience Manager

Other / long tail

Share of the 1,799 UK Wealth Management with a detectable system. As of June 2026.

What else do Concrete CMS-running Wealth Management run?

Cloudflare

Transact Online

Google Analytics

SiteGround

PFP

Infogram

Trustpilot

Share of the 65 Concrete CMS-running UK companies where each technology was also detected. As of June 2026.

Where Concrete CMS Wealth Management are, and how healthy they look

By region

South East

London

East of England

North West

Yorkshire and The Humber

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

£270.1K

Median UK turnover

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 103 companies, alongside financials and websites, in one CSV file.

Top UK Wealth Management using Concrete CMS

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

WAVERLEY COURT CONSULTING LTD

Waverley Court Consulting

Wealth Management

7 employeesInc. 2006South GlamorganCH 06030427

waverleycc.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets73 / 100

Cash53 / 100

Headcount28 / 100

What does WAVERLEY COURT CONSULTING LTD do?

Provides independent financial advice and financial planning services, including investment management, pension and retirement planning, insurance protection, tax mitigation and estate planning.…

Who does WAVERLEY COURT CONSULTING LTD sell to?

Serves UK-based consumers, particularly individuals and families planning retirement, investments, tax and estates, plus business owners seeking protection advice.

Key contacts (1)

Darren Jeremy Nathan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£370.8KEstimate

Founded

19 years ago

Since Dec 2006

South Glamorgan

Financial health

Financial Health

Stable

Stable · -3% CAGR over 4y

Location

1 Jellicoe Gardens, Roath Park, Cardiff

South Glamorgan, CF23 5QW

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Capital Managers LLP

Capital Managers

Wealth Management

14 employeesInc. 2005Glasgow, LanarkshireCH SO300620

capitalmanagers.co.uk

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Financial sub-scores

Computed from 3 filings

Cash60 / 100

Headcount28 / 100

What does Capital Managers LLP do?

Provides independent financial planning and wealth management services, including investment advice, pensions and retirement planning, insurance protection, mortgage and refinancing advice, and tax…

Who does Capital Managers LLP sell to?

Serves UK-based private individuals, companies, business owners, trusts and charities requiring regulated financial advice across personal, corporate and estate planning needs.

Key contacts (3)

David Paterson Walker

Llp Designated Member

Keith Hamish Miller

Llp Designated Member

Marc Anthony Dougall

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£492.8KEstimate

Founded

21 years ago

Since May 2005

Glasgow, Lanarkshire

Financial health

Financial Health

Stable

Stable · -6% CAGR over 2y

Location

80 Berkeley Street

Glasgow, Lanarkshire, G3 7DS

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CASTLEBAY INVESTMENT PARTNERS LLP

Castlebay Investment Partners

Asset ManagementWealth Management

5 employeesInc. 2012GlasgowCH SO304149

castlebayinvestments.com

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Financial sub-scores

Computed from 2 filings

Headcount40 / 100

What does CASTLEBAY INVESTMENT PARTNERS LLP do?

Manages the VT Castlebay UK Equity Fund and provides investment management and financial advice to private clients. Focuses on long‑term equity investing, portfolio management, and investor…

Who does CASTLEBAY INVESTMENT PARTNERS LLP sell to?

Serves long-term investors in a UK equity fund and a small number of private clients seeking financial advice.

Key contacts (3)

David John MacNeil

Llp Designated Member

David Forbes Ridland

Llp Designated Member

John Kenneth Poulter

Llp Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

13 years ago

Since Nov 2012

Glasgow

Financial health

Financial Health

Stable

Stable · 0% CAGR over 1y

Location

14 Sandyford Place

Glasgow, G3 7NB

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Hawker & Palmer Wealth Management Limited

Hawker & Palmer Wealth Management

Wealth Management

9 employeesInc. 2011Bristol, North SomersetCH 07578952

hawkerandpalmer.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount59 / 100

What does Hawker & Palmer Wealth Management Limited do?

Provides independent financial advice to individuals and businesses, covering investment management, pension and retirement planning, personal and business protection, and financial reviews. Offers…

Who does Hawker & Palmer Wealth Management Limited sell to?

Serves individuals, businesses, attorneys and trustees seeking financial planning support, including clients needing ongoing investment reviews for portfolios typically above £100,000.

Key contacts (2)

Kieran Matthew Palmer

Director

David Paul Hawker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1MEstimate

Founded

15 years ago

Since Mar 2011

Bristol, North Somerset

Financial health

Financial Health

Strong

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

GrowingHiring

Location

Westward Court Westward Close, Wrington

Bristol, North Somerset, BS40 5LU

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CASTLEBAY FINANCIAL MANAGEMENT LIMITED

Castlebay Investment Partners

Asset ManagementWealth ManagementPrivate Equity

4 employeesInc. 2020GlasgowCH SC656590

castlebayinvestments.com

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Financial sub-scores

Computed from 3 filings

Net assets35 / 100

Cash32 / 100

Headcount100 / 100

What does CASTLEBAY FINANCIAL MANAGEMENT LIMITED do?

Manages the VT Castlebay UK Equity Fund and provides investment management and financial advice to private clients. Focuses on long‑term UK equity investing, portfolio management, and investor…

Who does CASTLEBAY FINANCIAL MANAGEMENT LIMITED sell to?

Serves long-term investors in a UK equity fund and a small number of private clients seeking financial advice.

Key contacts (2)

David Forbes Ridland

Director

David John MacNeil

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£270.2KEstimate

Founded

6 years ago

Since Mar 2020

Glasgow

Financial health

Financial Health

Stable

Stable · Hiring · 100% CAGR over 2y

Hiring

Location

Cross Trees House, 14 Sandyford Place

Glasgow, G3 7NB

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Oundle Wealth Management Ltd

Accession

Wealth Management

11 employeesInc. 2012Northampton, NorthamptonshireCH 08234428

accessionfp.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash92 / 100

Headcount100 / 100

What does Oundle Wealth Management Ltd do?

Provides financial planning and wealth management advice to farmers and rural businesses, including investment planning, protection insurance advice, retirement and pension planning, and inheritance…

Who does Oundle Wealth Management Ltd sell to?

Serves farming families, farmers and rural business owners across surrounding counties, including Bedfordshire, Cambridgeshire, Lincolnshire, Northamptonshire, Rutland and Warwickshire.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£485.7KEstimate

Founded

13 years ago

Since Oct 2012

Northampton, Northamptonshire

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 25% CAGR over 2y

GrowingHiring

Location

7 Billing Road

Northampton, Northamptonshire, NN1 5AN

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CSM Financial Limited

CSM Financial Solutions

Wealth Management

1 employeesInc. 2012Harrogate, North YorkshireCH 08292163

csmfinancialsolutions.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash60 / 100

Headcount0 / 100

What does CSM Financial Limited do?

Provides financial planning and advisory services including pension planning, investment and savings advice, life assurance, income protection, and business protection. Offers client portfolio…

Who does CSM Financial Limited sell to?

Serves UK consumers seeking personal financial planning, including pensions, investments, regular savings, life assurance and income protection. Targets individual clients and families rather than…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£53.5KEstimate

Founded

13 years ago

Since Nov 2012

Harrogate, North Yorkshire

Financial health

Financial Health

Distressed

Distressed · -33% CAGR over 4y

Financial distressTechnical insolvency

Location

14 North Park Road

Harrogate, North Yorkshire, HG1 5PG

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Sancto Merricks Financial Planning Limited

Sancto Merricks

Wealth ManagementInsurance

8 employeesInc. 2009Aylesford, KentCH 06849767

sanctomerricks.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets87 / 100

Cash100 / 100

Headcount61 / 100

What does Sancto Merricks Financial Planning Limited do?

Provides independent financial planning and advisory services, including investment advice, pension and retirement planning, insurance protection, estate planning, and long‑term care planning, along…

Who does Sancto Merricks Financial Planning Limited sell to?

Serves UK consumers, especially individuals approaching, at or beyond retirement, with pension, investment, protection, long-term care and estate planning needs, including clients interested in…

Key contacts (2)

Ian Wyatt Merricks

Director

David Anthony Sancto

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£289.9KEstimate

Founded

17 years ago

Since Mar 2009

Aylesford, Kent

Financial health

Financial Health

Strong

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

GrowingHiring

Location

The Corner House, 2 High Street

Aylesford, Kent, ME20 7BG

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WHATELEY WEALTH MANAGEMENT LIMITED

Whateley Wealth Management

Wealth Management

16 employeesInc. 2014BirminghamCH 09125961

whateleywm.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets33 / 100

Cash68 / 100

Headcount83 / 100

What does WHATELEY WEALTH MANAGEMENT LIMITED do?

Provides independent financial advice and planning services, including pensions, investment planning, mortgage advice, life insurance and protection, and business protection policies. Offers client…

Who does WHATELEY WEALTH MANAGEMENT LIMITED sell to?

Serves UK-based individuals, families and business owners, with a focus on the West Midlands, seeking regulated independent financial advice for personal and business financial decisions.

Key contacts (1)

Nicola Sarah Whateley

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£508.7KEstimate

Founded

12 years ago

Since Jul 2014

Birmingham

Financial health

Financial Health

Stable

Stable · Hiring · 10% CAGR over 3y

Hiring

Location

3 Parsonage Drive, Cofton Hackett

Birmingham, B45 8AS

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MATT PRIOR PROMOTIONS LIMITED

Arundel Wealth Management

Wealth Management

0 employeesInc. 2007Dorking, SurreyCH 06265608

arundelwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Cash14 / 100

Headcount0 / 100

What does MATT PRIOR PROMOTIONS LIMITED do?

Provides financial planning and wealth management services for individuals and families, including assessing financial circumstances, developing financial plans, and advising on investments,…

Who does MATT PRIOR PROMOTIONS LIMITED sell to?

Serves individual and family clients seeking personal financial planning, with clear emphasis on professional sportspeople and retired athletes including footballers and cricketers.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£49.5KEstimate

Founded

19 years ago

Since Jun 2007

Dorking, Surrey

Financial health

Financial Health

Weak

Weak · -73% CAGR over 4y

Location

C/O Arundel Wealth Management Limited, Curtis Road

Dorking, Surrey, RH4 1XA

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Personal Financial Planning UK Limited

Personal Financial Planning

Wealth Management

Inc. 2006Holmes Chapel, CheshireCH 05935719

pfp.co.uk

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Financial sub-scores

Computed from 3 filings

Cash94 / 100

What does Personal Financial Planning UK Limited do?

Provides financial planning and advisory services for people receiving personal injury or clinical negligence compensation. Advises on investing damages, personal injury trusts, state benefits,…

Who does Personal Financial Planning UK Limited sell to?

Serves injured individuals and families receiving damages or compensation, plus their deputies, trustees and solicitors involved in personal injury, clinical negligence, Court of Protection and…

Key contacts (2)

Lorraine Cropper

Director

Richard Jon Cropper

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£746.7KEstimate

Founded

19 years ago

Since Sep 2006

Holmes Chapel, Cheshire

Financial health

Financial Health

Strong

Location

Unit 6, Whiteside, Station Road

Holmes Chapel, Cheshire, CW4 8AA

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ONE FINANCIAL PLANNING LTD.

ONE Financial Planning

Wealth Management

15 employeesInc. 2003GlasgowCH SC249428

onefinancialplanning.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets66 / 100

Cash78 / 100

What does ONE FINANCIAL PLANNING LTD. do?

Provides financial planning and advisory services including investment advice, pension and retirement planning, insurance and protection products, and estate planning. Also offers business protection…

Who does ONE FINANCIAL PLANNING LTD. sell to?

Serves UK consumers, high-net-worth individuals and business owners seeking financial planning advice on protection, pensions, investments, retirement and estate planning.

Key contacts (2)

Lee Edward Blackman

Director

James Malcom Jackson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.6MEstimate

Founded

23 years ago

Since May 2003

Glasgow

Financial health

Financial Health

Healthy

Location

Kollaborate House, 19-21 Gordon Street

Glasgow, G1 3PL

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DJ FINANCIAL ADVICE LTD

DJ Financial Advice

Wealth ManagementInsurance

5 employeesInc. 2006Trowbridge, WiltshireCH 05998289

djfa.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount100 / 100

What does DJ FINANCIAL ADVICE LTD do?

Provides financial planning and advisory services to individuals and businesses, including pension planning, retirement options, investment advice, life and protection insurance, and business…

Who does DJ FINANCIAL ADVICE LTD sell to?

Serves UK consumers seeking personal financial advice, including individuals planning investments, pensions, retirement and protection, plus small business owners needing business protection advice.

Key contacts (2)

Mark Stephen Robert Prance

Director

Dominic O'Connor

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£208KEstimate

Founded

19 years ago

Since Nov 2006

Trowbridge, Wiltshire

Financial health

100

Financial Health

Strong

Strong · Hiring · 26% CAGR over 4y

Hiring

Location

27 Swan Drive, Staverton

Trowbridge, Wiltshire, BA14 8UN

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LIBRA FINANCIAL PLANNING LIMITED

Libra Financial Planning

Wealth ManagementInsuranceRetail Banking

5 employeesInc. 1998West Byfleet, SurreyCH 03569220

librafinancialplanning.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets17 / 100

Headcount40 / 100

What does LIBRA FINANCIAL PLANNING LIMITED do?

Provides financial planning and advisory services, including pension planning, investment advice, mortgage brokerage, life and income protection insurance, and wealth management. Also offers business…

Who does LIBRA FINANCIAL PLANNING LIMITED sell to?

Serves individual consumers, families, homeowners and business owners seeking advice on pensions, investments, mortgages, protection and business insurance.

Key contacts (1)

Franco Orlando

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£147.2KEstimate

Founded

28 years ago

Since May 1998

West Byfleet, Surrey

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

55 Old Woking Road

West Byfleet, Surrey, KT14 6LF

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KRD Financial Advisers Limited

KRD Financial Advisers

Wealth Management

15 employeesInc. 2005West MidlandsCH 05595319

krdfa.com

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Financial sub-scores

Computed from 5 filings

Net assets53 / 100

Cash100 / 100

Headcount28 / 100

What does KRD Financial Advisers Limited do?

Provides independent financial planning and advisory services to individuals, including pension planning, investment and ethical investment advice, mortgage broking, insurance and protection…

Who does KRD Financial Advisers Limited sell to?

Serves consumers and households planning retirement, investing, buying or remortgaging property, arranging protection or equity release, including first-time buyers, buy-to-let borrowers and…

Key contacts (1)

Ronald John Kevin Bissell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£686.6KEstimate

Founded

20 years ago

Since Oct 2005

West Midlands

Financial health

Financial Health

Stable

Stable · -3% CAGR over 4y

Location

Ashford House, 95 Dixons Green, Dudley

West Midlands, DY2 7DJ

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ANNANDALE FINANCIAL MANAGEMENT LIMITED

Annandale Financial Services

Wealth Management

35 employeesInc. 2014Colindale, LondonCH 09308102

annandalefinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount54 / 100

What does ANNANDALE FINANCIAL MANAGEMENT LIMITED do?

Provides independent financial advice and planning services for individuals and businesses, covering investments, pensions, mortgages, and insurance protection. Also offers business protection…

Who does ANNANDALE FINANCIAL MANAGEMENT LIMITED sell to?

Serves individuals and businesses seeking independent financial advice, including clients needing support with investments, pensions, mortgages, protection, business protection and group personal…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£420.8KEstimate

Founded

11 years ago

Since Nov 2014

Colindale, London

Financial health

Financial Health

Stable

Stable · 2% CAGR over 4y

Location

5 Technology Park, Colindeep Lane

Colindale, London, NW9 6BX

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PALADIN WEALTH LTD

Paladin

Wealth Management

4 employeesInc. 2019LichfieldCH 12202320

thepaladin.co.uk

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Financial sub-scores

Computed from 3 filings

Cash0 / 100

Headcount83 / 100

What does PALADIN WEALTH LTD do?

Provides personal financial planning and advisory services, including pension planning, investment advice, life assurance and insurance guidance, inheritance tax planning, and online financial tools…

Who does PALADIN WEALTH LTD sell to?

Serves individual consumers seeking personal financial planning, particularly pension, investment, insurance, life assurance, tax and inheritance planning advice, with a local focus around Lichfield,…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£364KEstimate

Founded

6 years ago

Since Sep 2019

Lichfield

Financial health

Financial Health

Stable

Stable · Hiring · 15% CAGR over 2y

Hiring

Location

Wiltell Lodge, Wiltell Road

Lichfield, WS14 9ET

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PERSONAL FINANCIAL SOLUTIONS LTD.

Personal Financial Solutions

Wealth ManagementInsurance

0 employeesInc. 2002WatfordCH 04552963

financialadvisorsinipswich.co.uk

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Financial sub-scores

Computed from 5 filings

Cash0 / 100

Headcount0 / 100

What does PERSONAL FINANCIAL SOLUTIONS LTD. do?

Provides financial advisory services including mortgage advice, investment planning, pensions and retirement planning, life and business protection, and general insurance. Offers financial planning…

Who does PERSONAL FINANCIAL SOLUTIONS LTD. sell to?

Serves a mix of consumers and small business clients seeking advice on mortgages, investments, retirement planning, protection, corporate finance and long-term savings.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£270.1KEstimate

Founded

23 years ago

Since Oct 2002

Watford

Financial health

Financial Health

Distressed

Distressed · -71% CAGR over 4y

Financial distress

Location

Kebbell House, Delta Gain

Watford, WD19 5EF

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AIRP Holdings Ltd

Airp

Wealth ManagementInsurance

2 employeesInc. 2020Inverness, Inverness-shireCH SC674749

airplimited.co.uk

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Financial sub-scores

Computed from 3 filings

Cash0 / 100

Headcount40 / 100

What does AIRP Holdings Ltd do?

Provides personal financial advisory services including pensions and retirement planning, investment advice, mortgages, protection insurance, inheritance tax planning, and financial reviews. Offers…

Who does AIRP Holdings Ltd sell to?

Targets private individuals, families, retirees and self-employed people with personal financial planning needs, including pensions, investments, mortgages, protection and inheritance tax.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£68.8KEstimate

Founded

5 years ago

Since Sep 2020

Inverness, Inverness-shire

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

7 Ardross Street

Inverness, Inverness-Shire, IV3 5NN

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BLACKSTAR FINANCE LIMITED

Blackstar Finance

Wealth ManagementInsuranceRetail Banking

5 employeesInc. 2011CroydonCH 07761965

blackstarfinance.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Headcount40 / 100

What does BLACKSTAR FINANCE LIMITED do?

Provides independent financial advice and planning for individuals and businesses, covering mortgages, pensions, investments, savings, life insurance and income protection, and business protection,…

Who does BLACKSTAR FINANCE LIMITED sell to?

Serves private individuals and families, business owners and companies, and trustees seeking independent financial advice across mortgages, pensions, investments, protection and business financial…

Key contacts (1)

Olabode Ayansola Scott Olarewoju Sunday Ayanwuyi

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£152KEstimate

Founded

14 years ago

Since Sep 2011

Croydon

Financial health

Financial Health

Distressed

Distressed · 0% CAGR over 4y

Financial distress

Location

4 Kemble Road, Wandle Park

Croydon, CR0 4JP

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Face 2 Face Financial Limited

Face 2 Face Financial

Wealth ManagementInsurance

3 employeesInc. 2001SurreyCH 04229753

face2facefinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets72 / 100

Cash81 / 100

Headcount100 / 100

What does Face 2 Face Financial Limited do?

Provides independent financial advice and planning services, including pensions, investments, mortgages, life insurance, income protection, savings plans, and business protection, alongside online…

Who does Face 2 Face Financial Limited sell to?

Serves consumers and small business owners, including homeowners, people planning retirement, families needing protection, and individuals with savings or investments.

Key contacts (2)

Jennifer Anne Burgess

Director

Jeremy Charles Burgess

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£739KEstimate

Founded

25 years ago

Since Jun 2001

Surrey

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 11% CAGR over 4y

GrowingHiring

Location

2 The Glade, Farnham

Surrey, GU9 0QT

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Arundel Wealth Management

Wealth Management

5 employeesInc. 2006Dorking, SurreyCH 06024484

arundelwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount40 / 100

What does Arundel Wealth Management do?

Provides financial planning and wealth management advice for individuals and families. Services include assessing financial positions, setting objectives, and advising on investments, retirement…

Who does Arundel Wealth Management sell to?

Serves private clients, especially individuals and families, with a prominent client base among professional and retired sportspeople, coaches and sports presenters in football and cricket.

Key contacts (1)

Dean Anthony Meyer

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£106KEstimate

Founded

19 years ago

Since Dec 2006

Dorking, Surrey

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

The Atrium, Curtis Road

Dorking, Surrey, RH4 1XA

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GRAINGER FINANCIAL PLANNING LTD

Grainger Financial Planning

Wealth ManagementInsurance

9 employeesInc. 2011SunderlandCH 07784097

graingerfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets57 / 100

Cash100 / 100

Headcount40 / 100

What does GRAINGER FINANCIAL PLANNING LTD do?

Provides independent financial advice to individuals on pensions, investments, retirement planning, life assurance, income protection, savings, and business protection. Offers financial planning…

Who does GRAINGER FINANCIAL PLANNING LTD sell to?

Serves UK individuals, families and business owners seeking advice on retirement, investments, savings, mortgages, life cover, income protection and business protection.

Key contacts (1)

Michael McGurrell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£426.1KEstimate

Founded

14 years ago

Since Sep 2011

Sunderland

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

8 Camberwell Way, Doxford International Business Park

Sunderland, SR3 3XN

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Your Finances Limited

Your Finances

Wealth ManagementInsurance

4 employeesInc. 2018Billingham, ClevelandCH 11364357

yourfinancesltd.com

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Financial sub-scores

Computed from 4 filings

Net assets39 / 100

Headcount11 / 100

What does Your Finances Limited do?

Provides financial advisory and planning services, including mortgage advice, investment planning, pension and retirement planning, life and general insurance, and business protection, offering…

Who does Your Finances Limited sell to?

Serves private individuals, families, retirees and business owners needing personalised financial planning, mortgage, pension, investment and protection advice.

Key contacts (1)

Ian George Huitson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£120.6KEstimate

Founded

8 years ago

Since May 2018

Billingham, Cleveland

Financial health

Financial Health

Weak

Weak · -13% CAGR over 3y

Location

5 Mountstewart, Wynyard

Billingham, Cleveland, TS22 5QN

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NTM Financial Services

Wealth Management

1 employeesInc. 2021CardiffCH 13473890

ntmfs.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

What does NTM Financial Services do?

Provides financial planning and regulated financial advice to private clients, business owners and charities. Services include investment and tax‑efficient planning, transactional advice, retirement…

Who does NTM Financial Services sell to?

Serves private clients, business owners and business clients, charities, and professional connections seeking regulated financial advice and planning support.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£24.2KEstimate

Founded

5 years ago

Since Jun 2021

Cardiff

Financial health

100

Financial Health

Strong

Location

12 Cwrt Y Parc, Earlswood Road

Cardiff, CF14 5GH

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Hale Wealth Management Ltd

Hale Wealth Management

Wealth ManagementInsurance

3 employeesInc. 2010Cheadle, CheshireCH 07166086

halewm.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets62 / 100

Cash75 / 100

What does Hale Wealth Management Ltd do?

Provides financial planning and advisory services including investment advice, pension and retirement planning, life and income protection insurance, education fee planning, equity release, and tax…

Who does Hale Wealth Management Ltd sell to?

Sells to UK consumers and families seeking personal financial advice on pensions, retirement, investments, protection, equity release, and inheritance tax planning, and to businesses needing business…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£303.4KEstimate

Founded

16 years ago

Since Feb 2010

Cheadle, Cheshire

Financial health

Financial Health

Healthy

Location

63 Silverdale Road, Gatley

Cheadle, Cheshire, SK8 4QR

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Murray John & Associates Ltd

Murray John & Associates

Wealth ManagementInsurance

4 employeesInc. 2022EdinburghCH SC720337

murrayjohn.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets38 / 100

Cash17 / 100

Headcount20 / 100

What does Murray John & Associates Ltd do?

Provides financial planning and advisory services to individuals and businesses, including investment advice, pension and retirement planning, mortgage and loan advice, insurance and protection…

Who does Murray John & Associates Ltd sell to?

Serves UK consumers and corporate clients, including individuals planning investments, pensions, mortgages, protection and inheritance tax, and businesses needing corporate financial planning.

Key contacts (1)

Ian Richard Murray John

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£95.8KEstimate

Founded

4 years ago

Since Jan 2022

Edinburgh

Financial health

Financial Health

Weak

Weak · -11% CAGR over 2y

Location

7 Cumberland Street

Edinburgh, EH3 6RT

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Camargue Wealth Limited

Camargue Wealth

Wealth Management

1 employeesInc. 2016Cheadle, CheshireCH 10145650

camarguewealth.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does Camargue Wealth Limited do?

Provides financial planning and advisory services covering pensions, investments, retirement planning, life assurance, income protection, and business protection insurance. Offers guidance on savings…

Who does Camargue Wealth Limited sell to?

Serves UK-based consumers seeking financial planning and protection, including individuals planning pensions, investments and family cover, plus business owners needing protection arrangements.

Key contacts (1)

Peter Alan Ferns

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£303.4KEstimate

Founded

10 years ago

Since Apr 2016

Cheadle, Cheshire

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 5y

Growing

Location

Pure Offices Ltd Brooks Drive, Cheadle Royal Business Park

Cheadle, Cheshire, SK8 3TD

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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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Arrowe Financial Limited

Arrowe Financial

Wealth Management

8 employeesInc. 2013Wirral, MerseysideCH 08817976

arrowefinancial.com

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Headcount100 / 100

What does Arrowe Financial Limited do?

Provides financial planning and advisory services to individuals and businesses, including advice on mortgages, investments, pension planning, equity release, life and income protection insurance,…

Who does Arrowe Financial Limited sell to?

Serves private individuals and corporate clients in the UK with varied financial planning needs, including consumers and businesses seeking advice around wealth, pensions, mortgages and protection.

Key contacts (2)

Jane Mary Saunders

Director

Michael Joseph Saunders

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£431.9KEstimate

Founded

12 years ago

Since Dec 2013

Wirral, Merseyside

Financial health

Financial Health

Healthy

Healthy · Hiring · 12% CAGR over 4y

Hiring

Location

85 Irby Road

Wirral, Merseyside, CH61 6UZ

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James Miller Financial Planning Limited

Miller James Financial Planning

Wealth ManagementInsurance

7 employeesInc. 2010Truro, CornwallCH 07242081

millerjamesfinancialplanning.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets73 / 100

Cash100 / 100

Headcount28 / 100

What does James Miller Financial Planning Limited do?

Provides financial planning and advisory services to individuals and businesses, including pension planning, investment advice, life and income protection insurance, retirement planning, and business…

Who does James Miller Financial Planning Limited sell to?

Serves private individuals and corporate clients from varied backgrounds seeking advice on pensions, investments, protection, retirement planning and business protection, including people wanting…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£821.8KEstimate

Founded

16 years ago

Since May 2010

Truro, Cornwall

Financial health

Financial Health

Healthy

Healthy · -4% CAGR over 3y

Location

The Gallery Barn Riverside, Perranarworthal

Truro, Cornwall, TR3 7NY

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WEST END FINANCIAL MANAGEMENT LIMITED

West END Financial Management

Wealth Management

5 employeesInc. 2013Witney, OxonCH 08408688

westendfml.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets38 / 100

Headcount40 / 100

What does WEST END FINANCIAL MANAGEMENT LIMITED do?

Provides financial planning and advisory services, including pension planning, investment and savings advice, life assurance and income protection policies, and long‑term care planning. Also offers…

Who does WEST END FINANCIAL MANAGEMENT LIMITED sell to?

Serves individual consumers and households seeking personal financial planning, including pension savers, investors, families needing life or income protection, and people planning for long-term care.

Key contacts (1)

John Gerard Barker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£187.2KEstimate

Founded

13 years ago

Since Feb 2013

Witney, Oxon

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

Dunraven House 6 Meadow Court, 41-43 High Street

Witney, Oxon, OX28 6ER

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AMRAM CAPITAL (UK) LLP

Amram Capital

Wealth ManagementAsset Management

Inc. 20163 Dorset Rise, LondonCH OC407253

amramcapital.com

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Financial sub-scores

Computed from 5 filings

Cash7 / 100

Headcount0 / 100

What does AMRAM CAPITAL (UK) LLP do?

Provides wealth management and investment advisory services to family offices and fund management groups. Advises on investment strategy, management and administration of investment funds, and offers…

Who does AMRAM CAPITAL (UK) LLP sell to?

Serves family offices and fund management groups seeking wealth management, investment advisory, and related fund administration support. Targets institutional and private wealth clients rather than…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£617.9KEstimate

Founded

10 years ago

Since Mar 2016

3 Dorset Rise, London

Financial health

Financial Health

Distressed

Financial distress

Location

C/O Tc Citroen Wells Limited, 5th Floor

3 Dorset Rise, London, EC4Y 8EN

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Anglo Support International Limited

Anglo International Group Limited

Wealth ManagementInsurance

2 employeesInc. 2005ManchesterCH 05347762

angloifa.com

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Financial sub-scores

Computed from 5 filings

Net assets47 / 100

Cash100 / 100

Headcount40 / 100

What does Anglo Support International Limited do?

Provides financial advisory and planning services to individuals and businesses, including investment planning, pensions advice, mortgage broking, life insurance and income protection, and business…

Who does Anglo Support International Limited sell to?

Serves individual consumers and families seeking financial planning across pensions, investments, mortgages and protection, alongside business owners needing business protection advice.

Key contacts (2)

Ofori Amaning

Director

Roualeyn David Melvin

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£381.6KEstimate

Founded

21 years ago

Since Jan 2005

Manchester

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

51 Pimblett Street

Manchester, M3 1FU

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Arthur Dodds & Co. Ltd

Arthur Dodds

Wealth ManagementInsurance

7 employeesInc. 1999Lisburn, Co. AntrimCH NI037417

arthurdodds.co.uk

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Financial sub-scores

Computed from 3 filings

Headcount65 / 100

What does Arthur Dodds & Co. Ltd do?

Provides financial planning and advisory services including pension planning, investment advice, life assurance, income protection, and business protection insurance. Offers tools and resources to…

Who does Arthur Dodds & Co. Ltd sell to?

Serves UK-based individual consumers, families and business owners seeking advice on financial planning, protection, pensions and investments.

Key contacts (1)

Arthur John Dodds

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£317KEstimate

Founded

26 years ago

Since Nov 1999

Lisburn, Co. Antrim

Financial health

Financial Health

Healthy

Healthy · Hiring · 8% CAGR over 2y

Hiring

Location

Unit 3 Wallace Studios, 27 Wallace Avenue

Lisburn, Co. Antrim, BT27 4AE

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STEPHENSON SMART FINANCIAL SERVICES LIMITED

Stephenson Smart Financial Services

Wealth ManagementInsurance

9 employeesInc. 1999PeterboroughCH 03869755

stephensonsmartfinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets57 / 100

Headcount40 / 100

What does STEPHENSON SMART FINANCIAL SERVICES LIMITED do?

Provides financial planning and advisory services including pension planning, investment and savings advice, life assurance and income protection policies, and business protection insurance. Offers…

Who does STEPHENSON SMART FINANCIAL SERVICES LIMITED sell to?

Serves UK-based individuals, families, savers, investors, retirees and pre-retirees, as well as business owners and companies seeking business protection arrangements.

Key contacts (3)

Ian Robert Donmall

Director

Robert John Burborough

Director

Garry Michael Wiles

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£208.5KEstimate

Founded

26 years ago

Since Nov 1999

Peterborough

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

36 Tyndall Court, Commerce Road, Lynch Wood

Peterborough, PE2 6LR

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IPS FINANCIAL SERVICES LIMITED

IPS Financial Solutions

Wealth ManagementInsuranceRetail Banking

Inc. 1988LondonCH 02320348

ipsfinancial.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets40 / 100

Cash48 / 100

What does IPS FINANCIAL SERVICES LIMITED do?

Provides financial planning and advisory services, including pension planning, investment and savings advice, mortgage brokerage, life assurance and income protection cover, and business protection…

Who does IPS FINANCIAL SERVICES LIMITED sell to?

Serves private individuals, families, homeowners and homebuyers, plus business owners seeking protection cover, with pension, investment, mortgage, life assurance and income protection needs.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£20.1KEstimate

Founded

37 years ago

Since Nov 1988

London

Financial health

Financial Health

Stable

Location

5th Floor 4, Eastcheap

London, EC3M 1AE

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SCOTTSDALE IFA LLP

Scottsdale IFA

Wealth Management

7 employeesInc. 2012LondonCH OC372558

scottsdaleifa.co.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount65 / 100

What does SCOTTSDALE IFA LLP do?

Provides independent financial advice and planning for individuals, including assessing financial goals, recommending investment, pension and insurance products, and helping clients implement…

Who does SCOTTSDALE IFA LLP sell to?

Serves UK-based consumers seeking independent financial advice and planning, particularly individuals who want help with personal finances, financial goals, and product choices.

Key contacts (3)

Andrew Peter Penfold

Llp Designated Member

Stephen Andrew Trickett

Llp Designated Member

Bruce Niven Buchanan

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.6M

Founded

14 years ago

Since Feb 2012

London

Financial health

Financial Health

Strong

Strong · Hiring · 8% CAGR over 2y

Hiring

Location

Rex House, 4-12 Regent Street

London, SW1Y 4PE

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Annandale Financial Services LLP

Annandale Financial Services

Wealth Management

7 employeesInc. 2012Dumfries, Dumfries and GallowayCH SO304032

annandalefinancial.co.uk

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Financial sub-scores

Computed from 3 filings

Cash77 / 100

Headcount65 / 100

What does Annandale Financial Services LLP do?

Provides independent financial advice and planning services, including guidance on mortgages, pensions, investments and insurance protection. Also advises on business protection and offers portfolio…

Who does Annandale Financial Services LLP sell to?

Serves individuals, households and businesses seeking independent financial advice, including clients with mortgage, pension, investment, protection and business protection needs, primarily in South…

Key contacts (2)

Neil Coutts

Llp Designated Member

Roland Proudlock

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1MEstimate

Founded

13 years ago

Since Aug 2012

Dumfries, Dumfries and Galloway

Financial health

Financial Health

Healthy

Healthy · Hiring · 7% CAGR over 2y

Hiring

Location

62/64 Buccleuch Street

Dumfries, Dumfries And Galloway, DG1 2AA

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GRAY FINANCIAL LTD

Gray Financial

Wealth ManagementInsurance

6 employeesInc. 2019Liversedge, West YorkshireCH 12313518

grayfinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount100 / 100

What does GRAY FINANCIAL LTD do?

Provides financial advice and planning services including investments, mortgages, pension planning, retirement options, and personal and business protection insurance. Also arranges general insurance…

Who does GRAY FINANCIAL LTD sell to?

Serves private individuals, families and corporate clients seeking financial advice on mortgages, pensions, investments, retirement planning, insurance and business protection.

Key contacts (1)

Andrew Ian Gray

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£279KEstimate

Founded

6 years ago

Since Nov 2019

Liversedge, West Yorkshire

Financial health

100

Financial Health

Strong

Strong · Hiring · 32% CAGR over 4y

Hiring

Location

22 Park Avenue

Liversedge, West Yorkshire, WF15 7EQ

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CLEAR VIEW FINANCIAL SERVICES LIMITED

Clear View Financial Services

Wealth ManagementInsurance

6 employeesInc. 2006ReadingCH 05972253

clearviewfs.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets82 / 100

Headcount70 / 100

What does CLEAR VIEW FINANCIAL SERVICES LIMITED do?

Provides financial planning and advisory services to individuals and businesses, including mortgages, pensions, investments, protection and general insurance. Offers retirement planning, inheritance…

Who does CLEAR VIEW FINANCIAL SERVICES LIMITED sell to?

Serves a mix of UK individual consumers, families, and business clients seeking regulated financial advice for mortgages, protection, pensions, investments, inheritance tax, wealth planning, and…

Key contacts (1)

Nigel Horscroft

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£306.1KEstimate

Founded

19 years ago

Since Oct 2006

Reading

Financial health

Financial Health

Healthy

Healthy · Hiring · 5% CAGR over 4y

Hiring

Location

Unit 2 Diddenham Court Lambwood Hill, Grazeley

Reading, RG7 1JQ

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Caliber Financial Planning Limited

Caliber Financial Planning

Wealth ManagementInsurance

8 employeesInc. 2009Chinnor, OxfordshireCH 06985997

caliber-financial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets59 / 100

Headcount83 / 100

What does Caliber Financial Planning Limited do?

Provides independent financial advice to individuals, trusts and corporate clients, covering investments, pensions, retirement planning, mortgages, life insurance and protection, and advising on…

Who does Caliber Financial Planning Limited sell to?

Serves UK-based individuals, corporate clients and trust funds seeking independent financial advice, particularly around tax-efficient investment, retirement, pension, mortgage and protection…

Key contacts (2)

Iain Donald Rankin

Director

Tracey Lorraine Rankin

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£440.7KEstimate

Founded

16 years ago

Since Aug 2009

Chinnor, Oxfordshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 7% CAGR over 4y

Hiring

Location

Appletree House, 28 Oakley Road

Chinnor, Oxfordshire, OX39 4HB

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DOMAIN FINANCE LIMITED

Domain Finance

Wealth ManagementInsurance

5 employeesInc. 2004Herts, HertfordshireCH 05031092

domainfinanceltd.co.uk

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Financial sub-scores

Computed from 3 filings

Headcount75 / 100

What does DOMAIN FINANCE LIMITED do?

Provides financial planning and advisory services for individuals and businesses, including pension planning, investment advice, life and income protection insurance, retirement planning, and access…

Who does DOMAIN FINANCE LIMITED sell to?

Serves UK private individuals, families and corporate clients with financial planning needs, including pensions, investments, personal protection, business protection and insurance.

Key contacts (1)

Damianos Damianou

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£411KEstimate

Founded

22 years ago

Since Feb 2004

Herts, Hertfordshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 12% CAGR over 2y

Hiring

Location

17 Sleapcross Gardens, St Albans

Herts, Hertfordshire, AL4 0RX

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CPS FINANCIAL SOLUTIONS LIMITED

CPS Financial Solutions

Wealth ManagementInsurance

10 employeesInc. 2005Huddersfield, West YorkshireCH 05587617

cpsfs.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets50 / 100

Cash83 / 100

Headcount23 / 100

What does CPS FINANCIAL SOLUTIONS LIMITED do?

Provides financial planning and advisory services, including guidance on investments, pensions, mortgages, life insurance, and protection products. Offers financial tools, market information, and…

Who does CPS FINANCIAL SOLUTIONS LIMITED sell to?

Serves individuals, families, homeowners, investors, pension savers and business owners in West Yorkshire with personal and business financial advice needs.

Key contacts (2)

Craig Anthony Nicholls

Director

Paul Bradley Cooper

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£576.9KEstimate

Founded

20 years ago

Since Oct 2005

Huddersfield, West Yorkshire

Financial health

Financial Health

Stable

Stable · -6% CAGR over 3y

Location

C/O Finlayson & Co Whitby Court, Abbey Road Shepley

Huddersfield, West Yorkshire, HD8 8EL

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KFP Cambridge Limited

Key Financial Partnership

Wealth ManagementInsuranceRetail Banking

5 employeesInc. 2015CambridgeCH 09531102

kfponline.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash95 / 100

Headcount40 / 100

What does KFP Cambridge Limited do?

Provides independent financial advice and planning services including pension planning, investment and savings advice, mortgage arrangement, life assurance and income protection insurance, and…

Who does KFP Cambridge Limited sell to?

Serves UK individuals, families, homebuyers and business owners seeking independent financial advice across pensions, investments, mortgages, life cover, income protection and business protection.

Key contacts (2)

Sheila Sarah Mary Torrens

Director

Nicholas Henry Awbery Torrens

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£45.9KEstimate

Founded

11 years ago

Since Apr 2015

Cambridge

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

4 Quern House Mill Court, Great Shelford

Cambridge, CB22 5LD

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OYSTER FINANCIAL SERVICES LIMITED

Oyster Financial Solutions

Wealth ManagementInsurance

2 employeesInc. 2010BridgwaterCH 07394132

oysterfinancialsolutions.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets35 / 100

Headcount40 / 100

What does OYSTER FINANCIAL SERVICES LIMITED do?

Provides financial advisory services to individuals and businesses, including mortgage advice, pension planning, investment guidance, retirement planning, life and income protection insurance,…

Who does OYSTER FINANCIAL SERVICES LIMITED sell to?

Serves private individuals, families, retirees, mortgage borrowers and business owners, addressing personal financial planning needs alongside company protection requirements for businesses concerned…

Key contacts (1)

James Charles Hildreth

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£45.1KEstimate

Founded

15 years ago

Since Oct 2010

Bridgwater

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

4 King Square

Bridgwater, TA6 3YF

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Financial Solutions (N.E.) Ltd

Financial Solutions (N.E.)

Wealth ManagementInsuranceRetail Banking

5 employeesInc. 2004South Shields, Tyne and WearCH 05217104

fsne.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Headcount40 / 100

What does Financial Solutions (N.E.) Ltd do?

Provides financial planning and advisory services to individuals and businesses, including pensions and retirement planning, mortgage advice, investment and savings guidance, life and income…

Who does Financial Solutions (N.E.) Ltd sell to?

Serves individual consumers, families, homeowners, retirees and business owners seeking long-term financial planning relationships across pensions, mortgages, investments, protection and insurance.

Key contacts (2)

Jake O' Donnell

Director

Ray O'Donnell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£64.1KEstimate

Founded

21 years ago

Since Aug 2004

South Shields, Tyne and Wear

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

93 Fowler Street

South Shields, Tyne And Wear, NE33 1NU

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Platinum Gain

InsuranceWealth ManagementIT Services & Managed Services

4 employeesInc. 2012LondonCH 08213153

platinumgain.com

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Financial sub-scores

Computed from 4 filings

Headcount11 / 100

What does Platinum Gain do?

Provides financial planning and advisory services, including pensions planning, investment advice, life and income protection insurance, mortgage advice, and employee benefits consulting, supported…

Who does Platinum Gain sell to?

Serves UK-based consumers seeking personal financial advice, alongside businesses looking for business protection and employee benefit support.

Key contacts (1)

Edward Solomon Cohen

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£104.5KEstimate

Founded

13 years ago

Since Sep 2012

London

Financial health

Financial Health

Distressed

Distressed · -13% CAGR over 3y

Financial distress

Location

14th Floor, 33 Cavendish Square

London, W1G 0PW

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AT Financial Solutions Limited

Financial Solutions (N.E) Ltd

Wealth ManagementInsuranceRetail Banking

4 employeesInc. 2013Southampton, HampshireCH 08684826

fsne.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets17 / 100

Cash5 / 100

Headcount0 / 100

What does AT Financial Solutions Limited do?

Provides financial planning and advisory services including mortgages, pension planning, investment advice, life and income protection insurance, business protection, and general insurance. Also…

Who does AT Financial Solutions Limited sell to?

Serves private individuals, families and homeowners seeking pensions, investments, mortgages, retirement and insurance support, alongside business owners needing key person or shareholder protection…

Key contacts (2)

Christopher James Blunt

Director

Alexander Ian Taylor

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£116.1KEstimate

Founded

12 years ago

Since Sep 2013

Southampton, Hampshire

Financial health

Financial Health

Distressed

Distressed · -16% CAGR over 4y

Financial distress

Location

18a London Road

Southampton, Hampshire, SO15 2AE

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Advanced Investment & Retirement Planning (Scotland) Ltd

Airp

Wealth Management

8 employeesInc. 2020Inverness, Inverness-shireCH SC675101

airplimited.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount61 / 100

What does Advanced Investment & Retirement Planning (Scotland) Ltd do?

Provides financial planning and advisory services including pensions, investments, mortgages, savings, protection insurance and inheritance tax planning. Conducts financial reviews and advises…

Who does Advanced Investment & Retirement Planning (Scotland) Ltd sell to?

Serves individuals and households seeking personal financial advice, including savers, investors, mortgage borrowers, self-employed people with variable incomes, and clients planning for or managing…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£897.6KEstimate

Founded

5 years ago

Since Sep 2020

Inverness, Inverness-shire

Financial health

Financial Health

Strong

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

GrowingHiring

Location

7 Ardross Street

Inverness, Inverness-Shire, IV3 5NN

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53 more companies and their verified directors are in the file

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How Concrete CMS 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.

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

UK Wealth Management by CMS

Wealth Management Companies Using WordPress in the UK Wealth Management Companies Using Wix in the UK Wealth Management Companies Using Drupal in the UK Wealth Management Companies Using Squarespace in the UK Wealth Management Companies Using Webflow in the UK

Other Wealth Management technology

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 Wealth Management Companies Using Yoast SEO in the UK

Related directories

Companies Using Concrete CMS in the UK Wealth Management in the UK Wealth Management Companies in the UK CMS Used by UK Wealth Management Companies: Market Share (2026)

Frequently asked questions

How many UK wealth management companies use Concrete CMS?

65 actively-trading UK wealth management companies run Concrete CMS, detected via Firmbase's technology fingerprinting of their public websites joined with Companies House records.

What share of UK wealth management companies run Concrete CMS?

Concrete CMS accounts for 3.6% of UK wealth management companies with a detectable CMS (65 of 1,799), behind Drupal (4.9%) and Squarespace (4.5%).

How is Concrete CMS 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 Concrete CMS 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 Concrete CMS with no website signature will not appear.

What size wealth management companies use Concrete CMS in the UK?

The median Concrete CMS-running wealth management company employs 5 people and reports roughly £270k in UK turnover.

What do Concrete CMS-running wealth management companies also run?

40% of Concrete CMS-running UK wealth management companies also run Cloudflare, 16.9% run Transact Online, 9.2% run Google Analytics, 3.1% run SiteGround. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 116 verified directors — names and roles — across these 65 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 103 companies as a spreadsheet.

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