Wealth Management Companies Using Drupal in the UK: 88 Active Firms (2026)

Updated June 2026

Wealth management firms running enterprise web CMS platforms use structured websites for client education, service discovery and UK communications.

For wealth managers, Drupal sits behind the public-site layer rather than the portfolio-management stack. It supports content types for service pages, market commentary, adviser resources and gated enquiries, with permissions that separate authors, reviewers and publishers. Adoption usually points to a firm with an owned-content programme, internal compliance review and enough marketing or operations capacity to justify structured templates rather than brochure-site editing. These Drupal users are typically selling trust, access and expertise to private clients, advisers or institutional audiences, so the website has to carry evidence, explain propositions and route prospects without turning every change into a developer task.

UK adoption is narrow but visible: 88 companies running Drupal in wealth management are actively trading. The total reported headcount is 435, which fits the small-team character of the cohort rather than a market dominated by large estates. Within detected CMS use in wealth management, Drupal ranks third at 4.9% of a 1,798-firm base. The registered-office pattern is also dispersed. North West accounts for 18.2% of the cohort, followed by Yorkshire and The Humber at 15.9%, South East at 14.8%, London at 11.4% and East Midlands at 9.1%.

Wealth management sites running Drupal sit in a controlled publishing environment. Product pages, market commentary and lead-capture journeys need review before release because poor wording can create conduct, suitability or financial-promotion risk. Privacy obligations matter as well: contact forms, adviser referral paths and analytics tags can move the site from passive publishing into identifiable prospect handling. Procurement therefore tends to test hosting responsibility, access control, audit trails, agency maintenance and patch discipline. Open-source use is not the issue in itself; the practical question is whether the firm can evidence who approved content, who changed it and how vulnerabilities are handled.

Drupal adoption in this niche appears likely to remain selective. Smaller wealth managers often prefer simpler hosted publishing tools, while firms with adviser networks, multiple audiences or heavier approval processes have more reason to keep a structured CMS in place. The pressure point is not just redesign work; it is the cost of maintaining modules, integrations, accessibility fixes and security updates while marketing teams ask for faster publishing cycles. Some migration away from agency-managed builds seems plausible, but so does retention among firms that value content governance over low-touch site administration.

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 Drupal rises with company size across the trading UK wealth management companies in this cohort. 1.3% of the 5,347 companies with under 10 employees run Drupal (72 detected). 3.1% of the 453 companies with 10–50 employees run Drupal (14 detected). 3.6% of the 28 companies with over 50 employees run Drupal (1 detected). That is a 2.3% gap between the over 50 employees and under 10 employees bands.

Active firms

2026

4.9%

Of detected CMS share

UK wealth management

Median headcount

Filed accounts

161

Verified directors

Across this cohort

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Key facts

About 1% of the trading cohort reports turnover above £5M (1 of 88 firms) — the rest sits below that revenue band.

3% of the cohort was incorporated since 2022 (3 firms), so a sizeable share is in its first few filing cycles.

Within wealth management firms with a detectable CMS, this CMS ranks third at 4.9% (88), behind two more commonly detected systems at 69.7% (1,253) and 6.2% (111).

North West-registered firms account for 18.2% (16) of the cohort, ahead of Yorkshire and The Humber at 15.9% (14), the South East at 14.8% (13) and London at 11.4% (10).

Tag-management scripts are present on 90.9% (80) of these sites, while bot-protection tooling appears on 64.8% (57) and CDN or edge-security tooling on 63.6% (56).

Analytics and paid social are less universal: 30.7% (27) show analytics tooling and 28.4% (25) show professional-network advertising tags.

Sector overlap is common: 56.8% (50) also carry insurance tags, 20.5% (18) retail banking tags and 10.2% (9) asset management tags.

CMS market share among UK Wealth Management

Drupal

Tridion

Adobe Experience Manager

Other / long tail

Share of the 1,798 UK Wealth Management with a detectable system. As of June 2026.

What else do Drupal-running Wealth Management run?

Highcharts

Share of the 88 Drupal-running UK companies where each technology was also detected. As of June 2026.

Where Drupal Wealth Management are, and how healthy they look

By region

North West

Yorkshire and The Humber

South East

London

East Midlands

Rest of UK

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

By financial health

Strong

Healthy

Stable

Weak

Distressed

Insufficient history

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

Median headcount

£242.1K

Median UK turnover

1.1%

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 168 companies, alongside financials and websites, in one CSV file.

Top UK Wealth Management using Drupal

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

BROOKFIELD VENTURES LIMITED

Brookfield

Asset ManagementWealth ManagementPrivate Equity

Inc. 2008Morecambe, LancashireCH 06708777

brookfield.com

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Financial sub-scores

Computed from 5 filings

Cash46 / 100

What does BROOKFIELD VENTURES LIMITED do?

Provides asset management and wealth solutions, managing alternative investments across infrastructure, renewable energy, real estate, private equity and credit. Partners with institutions, financial…

Who does BROOKFIELD VENTURES LIMITED sell to?

Serves institutional investors, financial advisors and individual/private wealth investors globally, including clients seeking exposure to alternative assets and retirement solutions.

Key contacts (2)

Mark Drummond Easton

Director

Barbara Anne Bamber

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£373.4KEstimate

Founded

17 years ago

Since Sep 2008

Morecambe, Lancashire

Financial health

Financial Health

Stable

Location

Southgate Industrial Centre, White Lund

Morecambe, Lancashire, LA3 3PB

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IJ BELL LIMITED

AJ Bell

Wealth ManagementFintechAsset Management

2 employeesInc. 2013Northwich, CheshireCH 08472728

ajbell.co.uk

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Financial sub-scores

Computed from 4 filings

Cash22 / 100

Headcount0 / 100

What does IJ BELL LIMITED do?

Provides an online investment platform offering self-directed investment accounts including stocks and shares ISAs, SIPPs, Junior ISAs and general dealing accounts. Enables customers to buy and sell…

Who does IJ BELL LIMITED sell to?

Serves UK retail investors and savers managing their own ISAs, pensions and dealing accounts, including first-time buyers, parents investing for children and retirement savers; also provides a…

Key contacts (2)

Iain James Bell

Director

Margaret Hedvig Bell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£97.2KEstimate

Founded

13 years ago

Since Apr 2013

Northwich, Cheshire

Financial health

Financial Health

Distressed

Distressed · -26% CAGR over 3y

Financial distress

Location

12 Reedsmere Walk, Comberbach

Northwich, Cheshire, CW9 6BZ

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Third Financial

Wealth Management

4 employeesInc. 2015LondonCH 09588254

thirdfin.com

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What does Third Financial do?

Provides an investment platform and operational services for wealth managers, advisers and multi-family offices, including portfolio administration, trade execution, custody, client reporting,…

Who does Third Financial sell to?

Serves established wealth managers, financial advisers, multi-family offices and investment firms in the UK and overseas.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£79.6KEstimate

Founded

11 years ago

Since May 2015

London

Location

8th Floor Centennium House, 100 Lower Thames Street

London, EC3R 6DL

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AXA Investment Managers GS

Asset ManagementVenture CapitalPrivate Equity

5 employeesInc. 1998LondonCH 03601496

consultant.axa-im.co.uk

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What does AXA Investment Managers GS do?

Provides asset management and investment services for institutional and professional clients, offering strategies across fixed income, equities, multi‑asset and alternative investments, including…

Who does AXA Investment Managers GS sell to?

Serves institutional and professional investors in the UK, including pension schemes, local government pension funds, insurers and organisations managing investment portfolios.

Key contacts (5)

Roger Paul Miners

Director

Richard Guy Davies

Director

Emmanuelle Eva Yolaine Bury

Director

Yannig Loyer

Director

Philip Barker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£70.6KEstimate

Founded

28 years ago

Since Jul 1998

London

Location

22 Bishopsgate

London, EC2N 4BQ

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AJI FINANCIAL PLANNING LIMITED

AJI Financial Planning

Wealth ManagementInsurance

2 employeesInc. 2018Wolverhampton, DerbyshireCH 11216729

partnership.sjp.co.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount40 / 100

What does AJI FINANCIAL PLANNING LIMITED do?

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

Who does AJI FINANCIAL PLANNING LIMITED sell to?

Serves UK individuals and families seeking one-to-one financial advice, including people planning investments, retirement, inheritance and intergenerational wealth, plus business clients needing…

Key contacts (1)

Anu Joshi

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£94.3KEstimate

Founded

8 years ago

Since Feb 2018

Wolverhampton, Derbyshire

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 2y

Location

35 Avenue Road

Wolverhampton, Derbyshire, WV3 9JS

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St. James's Place

Wealth ManagementInsurance

3 employeesInc. 1991Cirencester, GloucestershireCH 02661044

sjp.co.uk

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What does St. James's Place do?

Provides financial advice and wealth management services including investment planning, retirement and pension advice, inheritance tax and intergenerational planning, protection products, mortgages,…

Who does St. James's Place sell to?

Serves UK individuals, families and business clients seeking face-to-face financial advice, especially people planning investments, pensions, inheritance and intergenerational wealth, protection,…

Key contacts (2)

Elisabeth Davis

Director

Lucy Boyne-Williams

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£67KEstimate

Founded

34 years ago

Since Nov 1991

Cirencester, Gloucestershire

Location

St. James'S Place House, 1 Tetbury Road

Cirencester, Gloucestershire, GL7 1FP

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ST. James's Place Charitable Foundation

Wealth ManagementInsurance

3 employeesInc. 2011Cirencester, GloucestershireCH 07819270

sjp.co.uk/foundation

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What does ST. James's Place Charitable Foundation do?

Provides personal financial advice and wealth management services, including investment planning, retirement and pension planning, inheritance tax and intergenerational planning, protection planning,…

Who does ST. James's Place Charitable Foundation sell to?

Serves UK individuals and families seeking face-to-face financial advice, including investors, retirees and people planning inheritance or intergenerational wealth, plus businesses using corporate…

Key contacts (4)

Matthew Robert Fowler

Director

Andrew John Humphries

Director

Robert Medwyn Edwards

Director

Malcolm Cooper-Smith

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£61.6KEstimate

Founded

14 years ago

Since Oct 2011

Cirencester, Gloucestershire

Location

St. James'S Place House, 1 Tetbury Road

Cirencester, Gloucestershire, GL7 1FP

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St. James's Place

Wealth ManagementInsurance

3 employeesInc. 1969Cirencester, GloucestershireCH 00947644

sjp.co.uk

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What does St. James's Place do?

Provides financial advice and wealth management services including investment planning, retirement and pension advice, inheritance and intergenerational wealth planning, protection products,…

Who does St. James's Place sell to?

Serves UK individuals and families seeking face-to-face financial advice, including investors, retirees, people planning inheritance or intergenerational wealth, and some business clients needing…

Key contacts (3)

Justin Chukwuma Onuekwusi

Director

Paul Matthew Fell

Director

Sheila Anne Nicoll

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£54.9KEstimate

Founded

57 years ago

Since Feb 1969

Cirencester, Gloucestershire

Location

St. James'S Place House, 1 Tetbury Road

Cirencester, Gloucestershire, GL7 1FP

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St.james's Place (PCP)

Wealth ManagementInsurance

2 employeesInc. 1992Cirencester, GloucestershireCH 02706684

www1.sjp.co.uk

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What does St.james's Place (PCP) do?

Provides personal financial advice through a network of advisers, including investment management, retirement and pension planning, inheritance and intergenerational wealth planning, protection…

Who does St.james's Place (PCP) sell to?

Serves UK individuals, families and business owners seeking face-to-face financial advice, including clients planning investments, retirement, inheritance, intergenerational wealth and corporate…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£18.6KEstimate

Founded

34 years ago

Since Apr 1992

Cirencester, Gloucestershire

Location

St. James'S Place House, 1 Tetbury Road

Cirencester, Gloucestershire, GL7 1FP

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ST. James's Place

Wealth ManagementInsurance

5 employeesInc. 1991Cirencester, GloucestershireCH 02628062

www1.sjp.co.uk

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What does ST. James's Place do?

Provides personal financial advice and wealth management services including investment planning, retirement and pension advice, inheritance tax and intergenerational planning, protection planning,…

Who does ST. James's Place sell to?

Serves individuals and families seeking face-to-face financial advice, including investment, retirement, inheritance tax and intergenerational wealth planning, alongside business owners and employers…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£47.6KEstimate

Founded

35 years ago

Since Jul 1991

Cirencester, Gloucestershire

Location

St. James'S Place House, 1 Tetbury Road

Cirencester, Gloucestershire, GL7 1FP

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AJ Bell

Wealth ManagementFintechAsset Management

3 employeesInc. 1999Salford Quays, ManchesterCH 03733852

media.ajbell.co.uk

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What does AJ Bell do?

Operates an online investment platform offering self-directed accounts including stocks and shares ISAs, SIPPs, lifetime and junior ISAs, and general dealing accounts. Provides access to shares,…

Who does AJ Bell sell to?

Serves B2C retail investors, pension savers, first-time buyers using Lifetime ISAs, parents investing for children, and financial advisers managing client investment accounts.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£66.3KEstimate

Founded

27 years ago

Since Mar 1999

Salford Quays, Manchester

Location

4 Exchange Quay

Salford Quays, Manchester, M5 3EE

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Ashby London Trustees

Wealth ManagementFintechAsset Management

Inc. 1996CarlisleCH 03213116

ajbell.co.uk

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What does Ashby London Trustees do?

Provides an online investment platform enabling individuals and advisers to manage portfolios through accounts such as self‑invested personal pensions (SIPPs), stocks and shares ISAs, and dealing…

Who does Ashby London Trustees sell to?

Serves retail investors in the UK, especially DIY savers and individuals managing ISAs, SIPPs, Junior ISAs and dealing accounts. Also targets first-time buyers, parents saving for children, and…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£0Estimate

Founded

30 years ago

Since Jun 1996

Carlisle

Location

Solway House Business Park, Kingstown

Carlisle, CA6 4BY

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Brookfield Private Capital

Asset ManagementPrivate EquityRenewable Energy

2 employeesInc. 2006LondonCH 05681768

brookfield.com

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What does Brookfield Private Capital do?

Provides asset management and investment services focused on alternative assets, including renewable power, infrastructure, private equity, real estate and credit. Offers institutional and private…

Who does Brookfield Private Capital sell to?

Serves institutional investors, private wealth investors and individual shareholders seeking access to alternative investment strategies across renewable power, infrastructure, real estate, private…

Key contacts (2)

Niel Thassim

Director

Maurizio Mose Gabbai

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£68.8KEstimate

Founded

20 years ago

Since Jan 2006

London

Location

Level 25, 1 Canada Square

London, E14 5AA

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TWENTYFOUR AM LTD

TwentyFour Asset Management

Asset ManagementWealth Management

61 employeesInc. 2022LondonCH 14257216

twentyfouram.com

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Financial sub-scores

Computed from 2 filings

Cash100 / 100

Headcount35 / 100

What does TWENTYFOUR AM LTD do?

Provides fixed income asset management services, managing bond and asset‑backed securities investment funds and strategies. Conducts credit research, portfolio management and market analysis for…

Who does TWENTYFOUR AM LTD sell to?

Serves institutional investors, wealth managers, financial intermediaries and other professional investors seeking fixed-income funds and strategies.

Key contacts (3)

Jennifer Mary Prudence Hall

Director

Rachael Yolland

Director

Charlene Hogg

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£18.8MEstimate

Founded

3 years ago

Since Jul 2022

London

Financial health

Financial Health

Healthy

Healthy · -5% CAGR over 1y

Location

8th Floor The Monument Building, 11 Monument Street

London, EC3R 8AF

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Steven Townsend Wealth Management Ltd

Steven Townsend Wealth Management

Wealth ManagementInsurance

2 employeesInc. 2018Reading, BerkshireCH 11445469

partnership.sjp.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets58 / 100

Cash100 / 100

Headcount11 / 100

What does Steven Townsend Wealth Management Ltd do?

Provides wealth management and financial planning advice through the St. James’s Place network, including investment planning, retirement and pension advice, inheritance tax and intergenerational…

Who does Steven Townsend Wealth Management Ltd sell to?

Serves private individuals and families seeking face-to-face financial advice on investments, retirement, inheritance tax, protection and intergenerational wealth, with additional services for…

Key contacts (2)

Steven Alexander Townsend

Director

Archana Townsend

Director

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Company vitals

UK Headcount

UK Revenue

£168.5KEstimate

Founded

8 years ago

Since Jul 2018

Reading, Berkshire

Financial health

Financial Health

Stable

Stable · -18% CAGR over 2y

Location

Victoria House, 26 Queen Victoria Street

Reading, Berkshire, RG1 1TG

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SJP ENGINEERING UK LTD

SJP Engineering

Wealth ManagementInsurance

2 employeesInc. 2006Wolverhampton, West MidlandsCH 05882861

sjp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets88 / 100

Headcount40 / 100

What does SJP ENGINEERING UK LTD do?

Provides personal financial advice and wealth management services, including investment planning, retirement and pension advice, inheritance tax and intergenerational planning, protection planning,…

Who does SJP ENGINEERING UK LTD sell to?

Serves individuals and families seeking personal financial planning, especially investors, retirees and those managing inheritance or intergenerational wealth, with additional corporate clients.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£62.8KEstimate

Founded

20 years ago

Since Jul 2006

Wolverhampton, West Midlands

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

Unit 34, Springvale Industrial Estate

Wolverhampton, West Midlands, WV14 0QR

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Ian Brightwell Financial Planning Limited

IAN Brightwell Financial Planning

Wealth ManagementInsurance

2 employeesInc. 2019Stowmarket, SuffolkCH 12135886

partnership.sjp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets84 / 100

Headcount40 / 100

What does Ian Brightwell Financial Planning Limited do?

Provides financial planning and advisory services, including investment planning, retirement planning, protection insurance, inheritance tax and intergenerational wealth planning, and mortgage…

Who does Ian Brightwell Financial Planning Limited sell to?

Serves individuals and families seeking personal financial planning, including investors, retirees and those managing inheritance or intergenerational wealth, plus businesses needing corporate…

Key contacts (2)

Ian Christopher Brightwell

Director

Marie Louise Brightwell

Director

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Company vitals

UK Headcount

UK Revenue

£75.1KEstimate

Founded

6 years ago

Since Aug 2019

Stowmarket, Suffolk

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

5 Buzzard Rise

Stowmarket, Suffolk, IP14 5JE

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Fairfield St George Wealth Management Ltd

Fairfield ST George Wealth Management

Wealth Management

4 employeesInc. 2015Chalgrove, OxfordshireCH 09602796

partnership.sjp.co.uk/groveanddean

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash50 / 100

Headcount11 / 100

What does Fairfield St George Wealth Management Ltd do?

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

Who does Fairfield St George Wealth Management Ltd sell to?

Serves private individuals, families, business owners and corporate clients seeking financial advice across wealth, retirement, protection, mortgages and intergenerational planning.

Key contacts (1)

Dawn Louise Cox

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£262.9KEstimate

Founded

11 years ago

Since May 2015

Chalgrove, Oxfordshire

Financial health

Financial Health

Distressed

Distressed · -10% CAGR over 4y

Financial distressTechnical insolvency

Location

C/O Richard Riley & Associates 22 Hampden House, Monument Business Park

Chalgrove, Oxfordshire, OX44 7RW

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Brookfield

Asset ManagementPrivate EquityWealth Management

5 employeesInc. 1986Northern IrelandCH NI019579

brookfield.com

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Financial sub-scores

Computed from 3 filings

Headcount23 / 100

What does Brookfield do?

Provides asset and wealth management services, investing in infrastructure, energy, real estate, private equity and credit. Offers alternative investment products and retirement solutions for…

Who does Brookfield sell to?

Serves institutional investors, financial advisors and individual/private wealth investors, alongside shareholders and limited partners interested in global asset management and alternative…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£47.8KEstimate

Founded

40 years ago

Since Jun 1986

Northern Ireland

Financial health

Financial Health

Weak

Weak · -9% CAGR over 2y

Location

333 Crumlin Road, Belfast

Northern Ireland, BT14 7EA

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Ashley Kissick Financial Advisers Ltd

Ashley Kissick Financial Advisers

Wealth ManagementInsurance

1 employeesInc. 2021Swansea, West GlamorganCH 13193060

partnership.sjp.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets60 / 100

Headcount40 / 100

What does Ashley Kissick Financial Advisers Ltd do?

Provides personal financial planning and advisory services through the St. James’s Place network, including investment planning, retirement and pension advice, inheritance tax and intergenerational…

Who does Ashley Kissick Financial Advisers Ltd sell to?

Serves individuals and families in the UK seeking face-to-face financial advice, including investors, retirees, pension savers and people planning inheritance or intergenerational wealth; also…

Key contacts (1)

Ashley Kissick

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£27.2KEstimate

Founded

5 years ago

Since Feb 2021

Swansea, West Glamorgan

Financial health

Financial Health

Stable

Stable · 0% CAGR over 3y

Location

10 St James Crescent, Uplands

Swansea, West Glamorgan, SA1 6DZ

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AJ Bell

Wealth ManagementFintechAsset Management

5 employeesInc. 1995Salford Quays, ManchesterCH 03091664

ajbell.co.uk

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What does AJ Bell do?

Provides an online investment platform for individual investors, offering accounts including stocks and shares ISAs, self‑invested personal pensions (SIPP), junior ISAs and dealing accounts. Enables…

Who does AJ Bell sell to?

Serves UK retail investors managing their own savings, pensions and investments, including first-time investors, parents investing for children and retirement savers.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£63.9KEstimate

Founded

30 years ago

Since Aug 1995

Salford Quays, Manchester

Location

4 Exchange Quay

Salford Quays, Manchester, M5 3EE

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Woolhouse Douglas Wealth Management Ltd

Woolhouse Douglas Wealth Management

Wealth Management

8 employeesInc. 2010Sheffield, South YorkshireCH 07186203

partnership.sjp.co.uk/woolhousedouglas

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Financial sub-scores

Computed from 3 filings

Net assets17 / 100

Cash100 / 100

Headcount40 / 100

What does Woolhouse Douglas Wealth Management Ltd do?

Provides financial planning and wealth management advice to private clients, including sports professionals and business owners. Services include investment planning, retirement and pension advice,…

Who does Woolhouse Douglas Wealth Management Ltd sell to?

Serves affluent private clients, especially professional sportspeople, entrepreneurs, business owners, company directors and medical professionals, as well as some corporate clients seeking financial…

Key contacts (1)

Chris Woolhouse

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£938KEstimate

Founded

16 years ago

Since Mar 2010

Sheffield, South Yorkshire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 2y

Location

Unit 17 Neepsend Triangle Business Centre, 1 Burton Road

Sheffield, South Yorkshire, S3 8BW

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MUSSARD & CO. WEALTH MANAGEMENT LIMITED

Mussard & Wealth Management

Wealth ManagementAsset Management

7 employeesInc. 2010Leigh-on-SEA, EssexCH 07203602

partnership.sjp.co.uk/stephenmussard

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Financial sub-scores

Computed from 3 filings

Net assets44 / 100

Cash100 / 100

Headcount40 / 100

What does MUSSARD & CO. WEALTH MANAGEMENT LIMITED do?

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

Who does MUSSARD & CO. WEALTH MANAGEMENT LIMITED sell to?

Serves private clients and business customers with wealth planning needs, including business owners, senior corporate executives, company directors, City professionals and families considering…

Key contacts (2)

Stephen David Mussard

Director

Julie Marie Mussard

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£491.9KEstimate

Founded

16 years ago

Since Mar 2010

Leigh-on-SEA, Essex

Financial health

Financial Health

Stable

Stable · 0% CAGR over 2y

Location

Turnpike House 1208-1210, London Road

Leigh-On-Sea, Essex, SS9 2UA

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Beech Tree Financial Advice Limited

Beech Tree Financial Advice

Wealth ManagementInsurance

6 employeesInc. 2019StockportCH 12355799

beechtreefinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets89 / 100

Headcount70 / 100

What does Beech Tree Financial Advice Limited do?

Provides independent financial advice and planning services including investment management, pensions and retirement planning, savings and ISAs, tax planning, protection insurance, inheritance tax…

Who does Beech Tree Financial Advice Limited sell to?

Serves individuals and families at all life stages, retirees and estate-planning clients, plus landlords, military personnel, business owners, directors and employers.

Key contacts (1)

Eden Elizabeth Campbell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£124.1KEstimate

Founded

6 years ago

Since Dec 2019

Stockport

Financial health

Financial Health

Strong

Strong · Hiring · 5% CAGR over 4y

Hiring

Location

11 Riverview The Embankment Business Park, Vale Road, Heaton Mersey

Stockport, SK4 3GN

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Brookfield Credit Partners

Asset ManagementPrivate EquityRenewable Energy

2 employeesInc. 2018LondonCH 11207849

brookfield.com

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What does Brookfield Credit Partners do?

Provides credit investment and financing solutions as part of an asset management platform, managing funds and strategies that invest in corporate and asset‑backed debt and provide capital to…

Who does Brookfield Credit Partners sell to?

Serves institutional investors, private wealth investors and individual shareholders seeking exposure to alternative investments, including renewable power and decarbonization assets.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£70.1KEstimate

Founded

8 years ago

Since Feb 2018

London

Location

Level 25, 1 Canada Square

London, E14 5AA

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CARLTON HOUSE ASSET MANAGEMENT LIMITED

Carlton Asset Management Limited

Wealth Management

0 employeesInc. 2002MaldonCH 04440496

carlton.org.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount0 / 100

What does CARLTON HOUSE ASSET MANAGEMENT LIMITED do?

Provides independent financial advice and planning services including wealth management, pension and retirement planning, tax planning, wealth protection, and corporate financial planning for…

Who does CARLTON HOUSE ASSET MANAGEMENT LIMITED sell to?

Serves high-net-worth individuals, working professionals and retirees, primarily UK-based consumers, as well as families and business owners seeking personal or corporate financial advice.

Key contacts (1)

Ania Maria Massey

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£494.3KEstimate

Founded

24 years ago

Since May 2002

Maldon

Financial health

Financial Health

Stable

Stable · -71% CAGR over 4y

Location

Swiss House Beckingham Street, Tolleshunt Major

Maldon, CM9 8LZ

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Liz Robinson Wealth Management Ltd

LIZ Robinson Wealth Management

Wealth Management

6 employeesInc. 2005Melton Mowbray, LeicestershireCH 05390417

partnership.sjp.co.uk/lizrobinson

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Financial sub-scores

Computed from 3 filings

Net assets0 / 100

Cash100 / 100

Headcount70 / 100

What does Liz Robinson Wealth Management Ltd do?

Provides financial planning and wealth management advice to individuals, trustees and businesses. Services include investment planning, retirement and pension advice, tax planning, protection,…

Who does Liz Robinson Wealth Management Ltd sell to?

Serves private clients, high-income individuals, people with significant capital, trustees and business owners seeking financial planning and wealth management advice.

Key contacts (1)

Elizabeth Jayne Robinson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£493.9KEstimate

Founded

21 years ago

Since Mar 2005

Melton Mowbray, Leicestershire

Financial health

Financial Health

Stable

Stable · Hiring · 10% CAGR over 2y

Hiring

Location

Dyson Suite Pera Business Park, Nottingham Road

Melton Mowbray, Leicestershire, LE13 0PB

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CPH FINANCIAL PLANNING LTD

CPH Financial Planning

Wealth ManagementInsurance

3 employeesInc. 2018PontefractCH 11411480

partnership.sjp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount100 / 100

What does CPH FINANCIAL PLANNING LTD do?

Provides personal financial planning and advice, including investment management, retirement and pension planning, inheritance tax and intergenerational wealth planning, protection insurance advice,…

Who does CPH FINANCIAL PLANNING LTD sell to?

Serves individuals and families seeking face-to-face financial advice, including investment, retirement and inheritance planning, plus business clients needing corporate financial planning support.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£70.9KEstimate

Founded

8 years ago

Since Jun 2018

Pontefract

Financial health

100

Financial Health

Strong

Strong · Hiring · 32% CAGR over 4y

Hiring

Location

$Map of Pontefract$

2 The Mount

Pontefract, WF8 1ND

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John Scott Davidson Limited

John Scott Davidson

Wealth Management

17 employeesInc. 2010StirlingCH SC383759

partnership.sjp.co.uk/johnscottdavidson

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Financial sub-scores

Computed from 5 filings

Net assets42 / 100

Cash100 / 100

Headcount100 / 100

What does John Scott Davidson Limited do?

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

Who does John Scott Davidson Limited sell to?

Serves individuals, private clients, business owners, company directors, contractors, medical professionals and family-owned businesses in central Scotland.

Key contacts (1)

John Scott Davidson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£516.9KEstimate

Founded

15 years ago

Since Aug 2010

Stirling

Financial health

Financial Health

Healthy

Healthy · Hiring · 17% CAGR over 4y

Hiring

Location

6 Pitt Terrace

Stirling, FK8 2EZ

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Homecroft Financial Management Limited

Homecroft Wealth

Wealth Management

9 employeesInc. 1997Oxted, SurreyCH 03370019

homecroftwealth.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets30 / 100

Cash72 / 100

Headcount22 / 100

What does Homecroft Financial Management Limited do?

Provides financial planning and advisory services to individuals and families, including retirement and pension planning, investment advice, savings strategies, mortgage and protection guidance,…

Who does Homecroft Financial Management Limited sell to?

Serves individual consumers and families seeking personal financial advice, particularly around pensions, investments, mortgages, protection and inheritance tax planning. Also sells to professional…

Key contacts (1)

Stephen John Piper

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£338KEstimate

Founded

29 years ago

Since May 1997

Oxted, Surrey

Financial health

Financial Health

Weak

Weak · -10% CAGR over 2y

Location

58 Station Road West

Oxted, Surrey, RH8 9EU

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JAMES MAKIN WEALTH MANAGEMENT LIMITED

James Makin Wealth Management

Wealth ManagementInsurance

1 employeesInc. 2018Burgess Hill, West SussexCH 11343718

partnership.sjp.co.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount40 / 100

What does JAMES MAKIN WEALTH MANAGEMENT LIMITED do?

Provides personal financial planning and wealth management services as a partner practice of St. James’s Place, advising individuals and families on investments, pensions and retirement planning,…

Who does JAMES MAKIN WEALTH MANAGEMENT LIMITED sell to?

Serves private individuals and families seeking face-to-face financial advice, including investment, retirement, inheritance tax and intergenerational wealth planning, alongside some corporate…

Key contacts (1)

James Edward Makin

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£72.7KEstimate

Founded

8 years ago

Since May 2018

Burgess Hill, West Sussex

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 2y

Location

225 London Road

Burgess Hill, West Sussex, RH15 9QU

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Whitaker Midgley Wealth Management Limited

Whitaker Midgley Wealth Management

Wealth Management

6 employeesInc. 2010Keighley, West YorkshireCH 07359035

partnership.sjp.co.uk/whitakermidgley

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Financial sub-scores

Computed from 3 filings

Net assets0 / 100

Cash74 / 100

Headcount40 / 100

What does Whitaker Midgley Wealth Management Limited do?

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

Who does Whitaker Midgley Wealth Management Limited sell to?

Serves both private individuals and corporate clients seeking wealth management advice, including business owners and company directors, across areas such as retirement, investment, protection,…

Key contacts (4)

Rebecca Louise Midgley

Director

Sarah Cree

Director

Paul Jeremy Whitaker

Director

Jonathan David Midgley

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£306.8KEstimate

Founded

15 years ago

Since Aug 2010

Keighley, West Yorkshire

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

Suite 3, Aireside House Aireside Business Centre, Royd Ings Avenue

Keighley, West Yorkshire, BD21 4BZ

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Harris Associates Wealth Management Limited

Harris Associates Wealth Management

Wealth Management

7 employeesInc. 2012Eaton Socon, CambridgeshireCH 07992007

partnership.sjp.co.uk/harrisassociates

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Financial sub-scores

Computed from 3 filings

Net assets0 / 100

Cash100 / 100

Headcount40 / 100

What does Harris Associates Wealth Management Limited do?

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

Who does Harris Associates Wealth Management Limited sell to?

Serves affluent individuals and business clients, including business owners, company directors, city professionals, people in retirement, and families managing intergenerational wealth.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£374.7KEstimate

Founded

14 years ago

Since Mar 2012

Eaton Socon, Cambridgeshire

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

4 Fenice Court, Phoenix Business Park

Eaton Socon, Cambridgeshire, PE19 8EP

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Park Hall Services Limited

Park Hall Financial Services

Wealth ManagementInsuranceRetail Banking

1 employeesInc. 2002LondonCH 04428201

parkhall.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash100 / 100

Headcount40 / 100

What does Park Hall Services Limited do?

Provides financial planning and wealth management advice to individuals and businesses, including pensions, savings and investments, tax planning, protection insurance, estate planning, and mortgage…

Who does Park Hall Services Limited sell to?

Serves individuals, families, retirees, homebuyers, landlords, self-employed clients and business owners/employers seeking financial advice, wealth planning, pensions, protection and mortgage support.

Key contacts (1)

Julian Spencer Tomlin

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£8.6KEstimate

Founded

24 years ago

Since Apr 2002

London

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Financial distressTechnical insolvency

Location

53 Park Hall Road, East Finchley

London, N2 9PY

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MGP DESIGN LIMITED

MGP Investment Management Ltd

Wealth ManagementAsset Management

1 employeesInc. 2012Tunbridge Wells, KentCH 08306324

mgp-investments.com

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Financial sub-scores

Computed from 5 filings

Headcount40 / 100

What does MGP DESIGN LIMITED do?

Provides financial advice and wealth management services, including investment portfolio management, retirement and pension planning, and personal financial planning. Supports clients in setting…

Who does MGP DESIGN LIMITED sell to?

Serves private individuals and families seeking investment management, retirement planning and financial planning advice, primarily those requiring ongoing personal financial affairs reviews.

Key contacts (1)

Marc Graham Palmer

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£20.6KEstimate

Founded

13 years ago

Since Nov 2012

Tunbridge Wells, Kent

Financial health

Financial Health

Stable

Stable · 0% CAGR over 5y

Location

Unit K, The Brewery, Bells Yew Green

Tunbridge Wells, Kent, TN3 9BD

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Brookfield Global Asset Management

Asset ManagementPrivate EquityRenewable Energy

2 employeesInc. 2002LondonCH 04368560

brookfield.com

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What does Brookfield Global Asset Management do?

Provides asset management and investment services focused on alternative assets including infrastructure, renewable power, private equity, real estate and credit. Manages funds and investment…

Who does Brookfield Global Asset Management sell to?

Sells to institutional investors and individual investors, including private wealth clients, seeking access to alternative investments across infrastructure, renewable power, real estate, private…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£78.3KEstimate

Founded

24 years ago

Since Feb 2002

London

Location

Level 25, 1 Canada Square

London, E14 5AA

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MGP MANAGEMENT LTD

MGP Investment Management

Wealth ManagementAsset Management

1 employeesInc. 2014LeedsCH 09157534

mgp-investments.com

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Financial sub-scores

Computed from 5 filings

Headcount40 / 100

What does MGP MANAGEMENT LTD do?

Provides financial advice and portfolio management services, including investment management, retirement planning and personal financial planning. Assists clients with setting financial objectives,…

Who does MGP MANAGEMENT LTD sell to?

Serves private individuals and families seeking financial, investment and retirement planning advice, including clients wanting ongoing reviews of personal financial affairs and pension arrangements.

Key contacts (1)

Lee Croucher

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£18.1KEstimate

Founded

11 years ago

Since Aug 2014

Leeds

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

67 Albion Street

Leeds, LS1 5AA

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The Royall Wealth Partnership Limited

The Royall Wealth

Wealth ManagementInsurance

2 employeesInc. 2014York, BristolCH 09332186

partnership.sjp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash19 / 100

Headcount40 / 100

What does The Royall Wealth Partnership Limited do?

Provides personal financial advice through the St. James’s Place network, covering investment planning, retirement and pension planning, inheritance tax and intergenerational wealth planning,…

Who does The Royall Wealth Partnership Limited sell to?

Serves UK individuals and families seeking face-to-face financial advice, including investors, retirement planners and people managing inheritance or intergenerational wealth, with services also…

Key contacts (1)

Elaine Joyce Milne

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£44.6KEstimate

Founded

11 years ago

Since Nov 2014

York, Bristol

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

C/O Stewart And Co York Hub, Popeshead Court Offic, Peter Lane

York, Bristol, YO1 8SU

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EJS FINANCIAL SERVICES LIMITED

EJS Financial Services

Wealth ManagementInsurance

2 employeesInc. 2016BicesterCH 10118281

partnership.sjp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets45 / 100

Cash100 / 100

Headcount100 / 100

What does EJS FINANCIAL SERVICES LIMITED do?

Provides personal financial advice and planning services, including investment planning, retirement and pension planning, inheritance tax and intergenerational wealth planning, protection insurance,…

Who does EJS FINANCIAL SERVICES LIMITED sell to?

Serves individuals and families seeking face-to-face financial advice on investments, retirement, inheritance tax and intergenerational planning, plus businesses needing corporate financial services.

Key contacts (1)

Emma Jayne Stapley

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£49.3KEstimate

Founded

10 years ago

Since Apr 2016

Bicester

Financial health

Financial Health

Healthy

Healthy · Hiring · 19% CAGR over 4y

Hiring

Location

Suite 6, Enterprise House, Telford Road

Bicester, OX26 4LD

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EDDICOTT WEALTH MANAGEMENT LIMITED

EBB and Flow Wealth

Wealth ManagementInsurance

1 employeesInc. 2015Christchurch, DorsetCH 09836278

partnership.sjp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does EDDICOTT WEALTH MANAGEMENT LIMITED do?

Provides personal financial advice and wealth management services through the St. James’s Place network, including investment planning, retirement and pension advice, inheritance tax and…

Who does EDDICOTT WEALTH MANAGEMENT LIMITED sell to?

Serves individuals and families seeking face-to-face financial advice, especially for investments, retirement, inheritance and protection, with additional services for business owners and employers…

Key contacts (1)

Julie Blowers

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£59.5KEstimate

Founded

10 years ago

Since Oct 2015

Christchurch, Dorset

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 5y

Growing

Location

11 Old Barn Road

Christchurch, Dorset, BH23 2QY

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SCRIMGER & OAKES LTD

Scrimger & Oakes

Wealth ManagementInsurance

0 employeesInc. 2017Chester LE StreetCH 10795830

sjp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets30 / 100

Cash47 / 100

Headcount0 / 100

What does SCRIMGER & OAKES LTD do?

Provides personal financial planning and wealth management advice through the St. James’s Place network, including investment management, retirement and pension planning, inheritance tax and…

Who does SCRIMGER & OAKES LTD sell to?

Targets individuals and families managing investments, pensions, retirement, inheritance and intergenerational wealth, plus clients needing protection, mortgages or specialist banking, and businesses…

Key contacts (2)

Aaron Oakes

Director

Shaun James Scrimger

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£183.8KEstimate

Founded

9 years ago

Since May 2017

Chester LE Street

Financial health

Financial Health

Weak

Weak · -60% CAGR over 4y

Location

Shepherds Gill Bowes Offices, Lambton Park

Chester Le Street, DH3 4AN

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1ST FINANCIAL LIMITED

1ST Financial

Wealth Management

6 employeesInc. 2000LondonCH 03914025

1st-financial.co.uk

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Financial sub-scores

Computed from 3 filings

Headcount70 / 100

What does 1ST FINANCIAL LIMITED do?

Provides financial advisory services including investment planning, pensions and retirement planning, savings and ISAs, wealth and tax planning, insurance protection, and mortgage advice for…

Who does 1ST FINANCIAL LIMITED sell to?

Serves individuals, families and business owners seeking advice on wealth, pensions, mortgages, tax and protection, plus companies needing business protection, staff benefits and auto-enrolment…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£367.8KEstimate

Founded

26 years ago

Since Jan 2000

London

Financial health

Financial Health

Healthy

Healthy · Hiring · 10% CAGR over 2y

Hiring

Location

Boundary House Business Centre, Boston Road

London, W7 2QE

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Nighat Ltd

Nighat

Wealth ManagementInsurance

1 employeesInc. 2011Preston, LancashireCH 07807433

partnership.sjp.co.uk

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Financial sub-scores

Computed from 4 filings

Cash0 / 100

Headcount40 / 100

What does Nighat Ltd do?

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

Who does Nighat Ltd sell to?

Serves UK individuals and families seeking face-to-face financial advice, including investors, retirees and people planning pensions, inheritance or intergenerational wealth, plus businesses needing…

Key contacts (1)

Nighat Jabeen

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£36KEstimate

Founded

14 years ago

Since Oct 2011

Preston, Lancashire

Financial health

Financial Health

Weak

Weak · 0% CAGR over 3y

Location

Black Bull House 353-355 Station Road, Bamber Bridge

Preston, Lancashire, PR5 6EE

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The Paul Barker Practice Limited

The Paul Barker Practice

Wealth Management

6 employeesInc. 2008Derby, DerbyshireCH 06662720

partnership.sjp.co.uk/paulbarker

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Financial sub-scores

Computed from 5 filings

Net assets63 / 100

Cash63 / 100

Headcount40 / 100

What does The Paul Barker Practice Limited do?

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

Who does The Paul Barker Practice Limited sell to?

Serves private individuals, families and business clients seeking financial advice, wealth management, retirement planning, protection, mortgages and corporate financial services.

Key contacts (1)

Danielle Elizabeth Barker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£331.9KEstimate

Founded

17 years ago

Since Aug 2008

Derby, Derbyshire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

28 Ashbourne Road

Derby, Derbyshire, DE22 3AD

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Robert Hobson Wealth Management Limited

Robert Hobson Wealth Management

Wealth ManagementInsurance

4 employeesInc. 2014Colchester, EssexCH 08987337

sjp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash65 / 100

Headcount40 / 100

What does Robert Hobson Wealth Management Limited do?

Provides personal financial planning and wealth management advice through the St. James’s Place network, including investment portfolio management, pensions and retirement planning, inheritance tax…

Who does Robert Hobson Wealth Management Limited sell to?

Serves individual consumers and families seeking personal financial advice, including investors, retirees, pension holders and those planning inheritance or intergenerational wealth transfer. Also…

Key contacts (1)

Robert Graham Hobson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£123.1KEstimate

Founded

12 years ago

Since Apr 2014

Colchester, Essex

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Financial distressTechnical insolvency

Location

Middleborough House, 16 Middleborough

Colchester, Essex, CO1 1QT

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THE MINSTER PARTNERSHIP LIMITED

The Minster

Wealth Management

14 employeesInc. 2013Wimborne, DorsetCH 08494537

tmplimited.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets43 / 100

Cash99 / 100

Headcount77 / 100

What does THE MINSTER PARTNERSHIP LIMITED do?

Provides independent financial planning and advisory services including investment and savings advice, pensions and retirement planning, tax planning, insurance protection, mortgages, equity release,…

Who does THE MINSTER PARTNERSHIP LIMITED sell to?

Serves UK individuals and families across life stages, including first-time buyers, homeowners over 55, retirees, landlords, self-employed borrowers and high-net-worth clients, plus businesses…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£423.1KEstimate

Founded

13 years ago

Since Apr 2013

Wimborne, Dorset

Financial health

Financial Health

Healthy

Healthy · Hiring · 13% CAGR over 2y

Hiring

Location

38 Middlehill Road, Colehill

Wimborne, Dorset, BH21 2SE

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A. J. Wealth Management Limited

A.J. Wealth Management

Wealth Management

7 employeesInc. 2000Wolverhampton, West MidlandsCH 03949662

ajwealthmanagement.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets50 / 100

Cash99 / 100

Headcount40 / 100

What does A. J. Wealth Management Limited do?

Provides financial planning and advisory services including investment management, pensions and retirement planning, tax planning, insurance and protection policies, inheritance planning, and…

Who does A. J. Wealth Management Limited sell to?

Serves individuals and families at different life stages, including savers, investors, retirees and estate-planning clients, as well as business owners and employers seeking protection and benefits…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£752.9KEstimate

Founded

26 years ago

Since Mar 2000

Wolverhampton, West Midlands

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 3y

Location

1st Floor Office, Rear Of 9 High Street Tettenhall

Wolverhampton, West Midlands, WV6 8QS

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ASCENT FINANCIAL PLANNING LIMITED

Ascent FP

Wealth Management

7 employeesInc. 2018ST. AsaphCH 11326329

ascentfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets11 / 100

Cash79 / 100

Headcount40 / 100

What does ASCENT FINANCIAL PLANNING LIMITED do?

Provides financial planning and wealth management advice to individuals and businesses, including savings and investment planning, pensions and retirement options, tax and inheritance planning,…

Who does ASCENT FINANCIAL PLANNING LIMITED sell to?

Serves individuals, families, retirees, landlords and military personnel in North Wales, plus business owners and employers seeking financial planning, pensions, protection and staff benefit advice.

Key contacts (3)

John James Ridings

Director

Gwilym Alexander Lloyd Jones

Director

Gaynor Valerie Lyth

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£409.7KEstimate

Founded

8 years ago

Since Apr 2018

ST. Asaph

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

93 Bowen Court, St. Asaph Business Park

St. Asaph, LL17 0JE

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ARGYLL WEALTH CONSULTANTS LTD

Argyll Wealth Consultants

Wealth ManagementInsurance

4 employeesInc. 2003Tarbert, ArgyllCH SC244103

sjp.co.uk/argyll

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash11 / 100

Headcount100 / 100

What does ARGYLL WEALTH CONSULTANTS LTD do?

Provides financial planning and wealth management advice to individuals and families, including investment management, pension and retirement planning, inheritance tax and intergenerational planning,…

Who does ARGYLL WEALTH CONSULTANTS LTD sell to?

Serves private clients and families seeking financial planning, plus business clients needing corporate financial services.

Key contacts (2)

Bruce MacNab

Director

Heather Denise Anderson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£145.6KEstimate

Founded

23 years ago

Since Feb 2003

Tarbert, Argyll

Financial health

Financial Health

Healthy

Healthy · Hiring · 15% CAGR over 5y

Hiring

Location

The Old Surgery, School Road

Tarbert, Argyll, PA29 6UL

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SUTHERLAND MAYFAIR FINANCIAL PLANNING LTD

Sutherland Mayfair Financial Planning

Wealth ManagementInsurance

2 employeesInc. 2020LinlithgowCH SC665760

partnership.sjp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash90 / 100

Headcount11 / 100

What does SUTHERLAND MAYFAIR FINANCIAL PLANNING LTD do?

Provides financial planning and advisory services to individuals and families, including investment planning, pension and retirement advice, inheritance tax and intergenerational wealth planning,…

Who does SUTHERLAND MAYFAIR FINANCIAL PLANNING LTD sell to?

Serves UK individuals and families seeking face-to-face financial advice, including investors, retirees, people planning inheritance or intergenerational wealth, and business clients needing…

Key contacts (2)

Gareth Heslop

Director

Martin Heslop

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£142.4KEstimate

Founded

6 years ago

Since Jun 2020

Linlithgow

Financial health

Financial Health

Healthy

Healthy · -10% CAGR over 4y

Location

Herkimer House Mill Road Industrial Estate, Linlithgow Bridge

Linlithgow, EH49 7SF

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118 more companies and their verified directors are in the file

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How Drupal 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.

Drupal 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 Squarespace in the UK Wealth Management Companies Using Concrete CMS 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 Drupal 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 Drupal?

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

What share of UK wealth management companies run Drupal?

Drupal accounts for 4.9% of UK wealth management companies with a detectable CMS (88 of 1,798), behind WordPress (69.7%) and Wix (6.2%).

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

What size wealth management companies use Drupal in the UK?

The median Drupal-running wealth management company employs 5 people and reports roughly £242k in UK turnover. 1 of the cohort report turnover above £5M.

What do Drupal-running wealth management companies also run?

64.8% of Drupal-running UK wealth management companies also run reCAPTCHA, 63.6% run Cloudflare, 30.7% run Google Analytics, 28.4% run LinkedIn Ads. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 161 verified directors — names and roles — across these 88 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 168 companies as a spreadsheet.

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