Wealth Management Companies Using Google Analytics in the UK: 881 Active Firms (2026)

Updated June 2026

Wealth management firms using web analytics provide investment planning and portfolio services while measuring digital acquisition across the UK market.

For wealth managers, a web analytics deployment usually sits close to marketing, client acquisition and compliance-aware content operations rather than front-office portfolio tooling. It helps firms see which planning guides, adviser pages, fund commentary and contact routes draw prospective clients before an enquiry reaches a relationship manager. Adoption tends to signal a direct-channel posture: someone is responsible for search visibility, campaign attribution and website governance, even where the core service remains advice-led and relationship-heavy. The typical buyer is a private-client or intermediary-facing firm with enough budget for a managed website, consent controls and periodic reporting, not just a brochure site.

Across the UK, 881 trading wealth management firms run the profiled analytics system. Reported employment totals 1,425 people, a modest footprint that fits a cohort weighted towards advisory practices rather than platform-heavy operators. Within the wealth-management category, the system ranks first among detected analytics options, at 90.4% of a 975-firm sector denominator. Adoption is not only a London story: registered offices are led by London at 19.3%, followed by the South East at 16.5%, the North West at 11.9%, the South West at 11.7% and the East of England at 10.7%.

Analytics procurement in wealth management tends to be shaped by cookie consent, client confidentiality and marketing-approval workflows. Website measurement generally touches personal data where visitor identifiers, form submissions or campaign tags can be tied to an enquiry, so UK privacy law matters before reports reach sales teams. The financial-services angle is less about the analytics tool itself and more about the pages being measured: performance claims, suitability language and lead-generation journeys need governance before traffic is optimised. Firms using external tags also face vendor-risk questions around data transfers, retention settings and access controls, particularly where agencies manage search and content.

Adoption appears to be moving from traffic reporting into evidence for client-acquisition spend, adviser-content planning and compliance review. Smaller advisory practices tend to keep lightweight setups, while mid-market operators are more likely to connect site behaviour with client-relationship workflows and paid-search governance. Migration pressure is likely to come from consent management, browser limits and procurement scrutiny rather than appetite for more dashboards. Consolidation may also favour firms that can keep analytics, tag governance and content accountability under one owner, especially where digital enquiries are treated as part of the advice pipeline rather than a marketing side-channel.

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 Google Analytics rises with company size across the trading UK wealth management companies in this cohort. 10.8% of the 5,347 companies with under 10 employees run Google Analytics (578 detected). 29.1% of the 453 companies with 10–50 employees run Google Analytics (132 detected). 25% of the 28 companies with over 50 employees run Google Analytics (7 detected). That is a 14.2% gap between the over 50 employees and under 10 employees bands.

881

Active firms

2026

90.4%

Of detected Analytics share

UK wealth management

Median headcount

Filed accounts

1,976

Verified directors

Across this cohort

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Key facts

About 1% of the trading cohort reports turnover above £5M (12 of 881 firms) — the rest sits below that revenue band.

5% of the cohort was incorporated since 2022 (50 firms), so a sizeable share is in its first few filing cycles.

Within wealth management, this analytics system is detected at 90.4% (881) of 975 firms with a detectable analytics system, ahead of the next detected system at 9.5% (93).

London accounts for 19.3% (170) of the cohort, followed by the South East at 16.5% (145) and the North West at 11.9% (105).

Sector tags overlap: Insurance appears on 30.2% (266) of firms, Asset Management on 17.5% (154), and Retail Banking on 10.1% (89).

Website stacks tend to include adjacent acquisition and form tooling: 47.6% (419) also run SEO tooling, 44.8% (395) bot-check tooling, and 29.3% (258) tag-management tooling.

Analytics market share among UK Wealth Management

Google Analytics

Dynatrace

Other / long tail

Share of the 975 UK Wealth Management with a detectable system. As of June 2026.

What else do Google Analytics-running Wealth Management run?

Share of the 881 Google Analytics-running UK companies where each technology was also detected. As of June 2026.

Where Google Analytics Wealth Management are, and how healthy they look

By region

London

South East

North West

South West

East of England

Rest of UK

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

By financial health

Strong

Healthy

Stable

Weak

Distressed

Insufficient history

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

Median headcount

£337K

Median UK turnover

1.4%

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 1,687 companies, alongside financials and websites, in one Excel + CSV file.

Top UK Wealth Management using Google Analytics

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

SLATESTONE LIMITED

SlateStone Wealth

Wealth ManagementAsset Management

2 employeesInc. 1985Tadworth, SurreyCH 01922199

slatestone.com/adv_brochure.pdf

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Financial sub-scores

Computed from 5 filings

Cash88 / 100

Headcount40 / 100

What does SLATESTONE LIMITED do?

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

Who does SLATESTONE LIMITED sell to?

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

Key contacts (1)

Callum Antony Hawker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

41 years ago

Since Jun 1985

Tadworth, Surrey

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

The Holt, Alcocks Lane

Tadworth, Surrey, KT20 6BB

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BARON & GRANT INVESTMENT MANAGEMENT LTD

Baron & Grant

Asset ManagementWealth Management

4 employeesInc. 2019LondonCH 12161169

baronandgrant.com

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Financial sub-scores

Computed from 4 filings

Cash95 / 100

Headcount100 / 100

What does BARON & GRANT INVESTMENT MANAGEMENT LTD do?

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

Who does BARON & GRANT INVESTMENT MANAGEMENT LTD sell to?

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

Key contacts (2)

Christopher Iain Grant

Director

Thomas Poynton

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£484K

Founded

6 years ago

Since Aug 2019

London

Financial health

Financial Health

Strong

Strong · Hiring · 26% CAGR over 3y

Hiring

Location

66 Lincoln'S Inn Fields

London, WC2A 3LH

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Sovereign Wealth Limited

Sovereign Wealth

Wealth Management

0 employeesInc. 2010Leeds, YorkshireCH 07115386

sovereign-wealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets86 / 100

Cash100 / 100

What does Sovereign Wealth Limited do?

Provides private client wealth management and financial planning services, including investment planning, retirement planning, protection and legacy planning, mortgages and banking advice, and…

Who does Sovereign Wealth Limited sell to?

Serves private clients and families across the UK, particularly people with wealth, retirement, investment and legacy planning needs, alongside business owners and employers seeking corporate…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.5MEstimate

Founded

16 years ago

Since Jan 2010

Leeds, Yorkshire

Financial health

Financial Health

Strong

Location

1285 Century Way, Thorpe Park

Leeds, Yorkshire, LS15 8ZB

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Thomson Tyndall Ltd

Thomson Tyndall

Wealth Management

16 employeesInc. 2015LondonCH 09779579

thomsontyndall.com

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Financial sub-scores

Computed from 3 filings

Profitability100 / 100

Net assets83 / 100

Cash62 / 100

Headcount73 / 100

What does Thomson Tyndall Ltd do?

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

Who does Thomson Tyndall Ltd sell to?

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

Key contacts (3)

Scott Marcus Tindle

Director

Stephanie Victoria Evans

Director

James Douglas Alasdair Fergusson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£6.4M

Founded

10 years ago

Since Sep 2015

London

Financial health

Financial Health

Strong

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

ProfitableGrowingHiring

Location

1 The Sanctuary

London, SW1P 3JT

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YOU ASSET MANAGEMENT LIMITED (FORMERLY BEAUFORT INVESTMENT MANAGEMENT LIMITED)

YOU Asset Management

Asset ManagementWealth Management

15 employeesInc. 2007Farnborough, SurreyCH 06150317

you-asset.co.uk

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Financial sub-scores

Computed from 3 filings

Profitability100 / 100

Net assets100 / 100

Cash100 / 100

Headcount14 / 100

What does YOU ASSET MANAGEMENT LIMITED (FORMERLY BEAUFORT INVESTMENT MANAGEMENT LIMITED) do?

Provides investment management services for private clients, trusts, charities and corporate bodies. Offers actively managed, income, ethical and passive model portfolios and multi-asset funds, with…

Who does YOU ASSET MANAGEMENT LIMITED (FORMERLY BEAUFORT INVESTMENT MANAGEMENT LIMITED) sell to?

Serves private clients, trusts, charities and corporate bodies seeking investment management, with portfolios for varying risk profiles and ethical or income needs.

Key contacts (2)

Steven Craig Poulton

Director

Derrick William Dunne

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4.7M

Founded

19 years ago

Since Mar 2007

Farnborough, Surrey

Financial health

Financial Health

Strong

Strong · Profitable · -15% CAGR over 2y

Profitable

Location

Brennan House, Farnborough Aerospace Centre Business Park

Farnborough, Surrey, GU14 6XR

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HFMC WEALTH LIMITED

Hfmc Wealth

Wealth Management

Inc. 1985Weybridge, SurreyCH 01911493

hfmcwealth.com

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Financial sub-scores

Computed from 2 filings

Profitability100 / 100

Net assets8 / 100

Cash100 / 100

What does HFMC WEALTH LIMITED do?

Provides independent financial planning and wealth management advice, including investment strategy, retirement planning, inheritance tax and succession planning, insurance, and international…

Who does HFMC WEALTH LIMITED sell to?

Serves high-net-worth individuals and affluent private clients, including business owners, entrepreneurs, wealthy families, senior corporate executives, retirees, consulting professionals, non-UK…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£6.4M

Founded

41 years ago

Since May 1985

Weybridge, Surrey

Financial health

Financial Health

Healthy

Healthy · Profitable

Profitable

Location

Hfmc House, New Road

Weybridge, Surrey, KT13 9BW

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GRACECHURCH WEALTH MANAGEMENT LLP

Gracechurch Wealth Management

Wealth Management

21 employeesInc. 2006Milton Keynes, BucksCH OC320661

gracechurchwm.com

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount56 / 100

What does GRACECHURCH WEALTH MANAGEMENT LLP do?

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

Who does GRACECHURCH WEALTH MANAGEMENT LLP sell to?

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

Key contacts (1)

Jason Richard Edlington Bevan

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.2M

Founded

20 years ago

Since Jun 2006

Milton Keynes, Bucks

Financial health

Financial Health

Healthy

Healthy · Hiring · 5% CAGR over 2y

Hiring

Location

Efx House 1 Boycott Avenue, Oldbrook

Milton Keynes, Bucks, MK6 2RW

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HOTTINGER & CO. LIMITED

Hottinger Group

Wealth ManagementAsset Management

27 employeesInc. 1981LondonCH 01573969

hottinger.co.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount100 / 100

What does HOTTINGER & CO. LIMITED do?

Provides wealth management and family office services, including investment advisory, private market investments, credit and cash management services, and financial planning for high‑net‑worth…

Who does HOTTINGER & CO. LIMITED sell to?

Serves high-net-worth families, family offices and US persons seeking private wealth support, with an international client base focused on intergenerational wealth, family assets and investment…

Key contacts (2)

Robert Dante Cloete

Director

Timothy Nicholas Sharp

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4.4M

Founded

45 years ago

Since Jul 1981

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 25% CAGR over 4y

Hiring

Location

4 Carlton Gardens

London, SW1Y 5AA

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Lincoln Private Investment Office

Wealth ManagementAsset Management

14 employeesInc. 2013LondonCH OC389623

lpio.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount100 / 100

What does Lincoln Private Investment Office do?

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

Who does Lincoln Private Investment Office sell to?

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

Key contacts (20)

Jonathan Douglas Hankin Steel

Llp Member

Hayley Boland

Llp Member

Philip Geoffrey Byrne

Llp Member

Jonathan Stephen Crane

Llp Member

Charles Zachary Curtis

Llp Member

Jonathan Matthew Foley

Llp Member

Dominic Michael Freemantle

Llp Member

Paul Edward Leech

Llp Member

David Rodney Morant

Llp Member

Louisa Berry

Llp Member

Charles Wilson

Llp Member

James Meiklejohn

Llp Member

Stephen Kattou

Llp Member

Jeremy Martin Buhlmann

Llp Member

Hamish Robert Muir MacKenzie

Llp Member

Jonathan Brett Lanceley

Llp Member

Benjamin James Stern

Llp Member

Edmund John Price

Llp Member

Anthony Charles Hervey

Llp Member

Christopher John Rowell

Llp Member

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Company vitals

UK Headcount

UK Revenue

£402.5KEstimate

Founded

12 years ago

Since Dec 2013

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 18% CAGR over 4y

Hiring

Location

32 Grosvenor Gardens

London, SW1W 0DH

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Daintree Wealth Management Limited

Daintree Wealth Management

Wealth Management

7 employeesInc. 2017ManchesterCH 10762963

daintreewm.com

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Financial sub-scores

Computed from 5 filings

Net assets95 / 100

Cash100 / 100

Headcount100 / 100

What does Daintree Wealth Management Limited do?

Provides financial planning and wealth management services for private individuals and institutions, including investment oversight, model portfolio services, pension advice, business exit planning,…

Who does Daintree Wealth Management Limited sell to?

Serves private individuals, families, business owners after exits, and institutional investors across the North West and wider UK with personal or institutional wealth needs.

Key contacts (1)

Lubna Kaiser

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

9 years ago

Since May 2017

Manchester

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 28% CAGR over 5y

GrowingHiring

Location

1 Balloon Street

Manchester, M4 4BE

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Wealthcare (1985) Ltd

Your Wealthcare

Wealth Management

7 employeesInc. 2011Port TalbotCH 07759330

yourwealthcare.co.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount90 / 100

What does Wealthcare (1985) Ltd do?

Provides financial planning and advisory services to individuals, families and business owners, including investment planning, tax planning and estate planning. Helps clients structure investments,…

Who does Wealthcare (1985) Ltd sell to?

Targets individuals and families with personal wealth, plus business owners and corporate clients needing long-term financial guidance; suited to cautious, pragmatic investors seeking face-to-face,…

Key contacts (1)

Alastair Charles John Rush

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£822.6KEstimate

Founded

14 years ago

Since Sep 2011

Port Talbot

Financial health

Financial Health

Strong

Strong · Hiring · 18% CAGR over 2y

Hiring

Location

Water Street Business Centre, Water Street

Port Talbot, SA12 6LF

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ARBRA WEALTH MANAGEMENT LTD

Arbra

Asset ManagementWealth Management

0 employeesInc. 2023LondonCH 14727710

arbra.global

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Financial sub-scores

Computed from 2 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does ARBRA WEALTH MANAGEMENT LTD do?

Provides asset management and wealth advisory services focused on alternative assets. Offers portfolio management, private market investments, and direct or co‑investment opportunities, advising…

Who does ARBRA WEALTH MANAGEMENT LTD sell to?

Serves sophisticated investors, including high-net-worth individuals, families, family offices and entrepreneurs seeking wealth advisory, asset management and private market investment access.

Key contacts (1)

Phillip Mark David Harris

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£793.5KEstimate

Founded

3 years ago

Since Mar 2023

London

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 1y

Growing

Location

58 Grosvenor Street

London, W1K 3JB

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CAPITAL FINANCIAL MARKETS LIMITED

Capital Financial Markets

Wealth ManagementAsset Management

6 employeesInc. 2012ST. Albans, HertfordshireCH 08224800

capitalfinancialmarkets.co.uk

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Financial sub-scores

Computed from 4 filings

Profitability100 / 100

Cash100 / 100

Headcount100 / 100

What does CAPITAL FINANCIAL MARKETS LIMITED do?

Provides investment and wealth management services, including discretionary and advisory portfolio management, execution‑only share dealing, and investment accounts such as ISAs, GIAs and SIPPs,…

Who does CAPITAL FINANCIAL MARKETS LIMITED sell to?

Serves private individuals and families, including pre-retirees, retirees and those planning intergenerational wealth transfer, primarily around London, St Albans and Bath.

Key contacts (1)

Paul Jamie Coffin

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.4M

Founded

13 years ago

Since Sep 2012

ST. Albans, Hertfordshire

Financial health

100

Financial Health

Strong

Strong · Profitable, Hiring · 14% CAGR over 3y

ProfitableHiring

Location

8 Spicer Street

St. Albans, Hertfordshire, AL3 4PQ

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Apogee Wealth Management Limited

Apogee Wealth Management

Wealth Management

31 employeesInc. 2009Knutsford, CheshireCH 06925283

apogeewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount98 / 100

What does Apogee Wealth Management Limited do?

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

Who does Apogee Wealth Management Limited sell to?

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

Key contacts (3)

Simon Gerald Hardstaff

Director

David Peter Clewlow

Director

Paul Christopher Rowling

Director

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Company vitals

UK Headcount

UK Revenue

£3.9MEstimate

Founded

17 years ago

Since Jun 2009

Knutsford, Cheshire

Financial health

Financial Health

Strong

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

GrowingHiring

Location

No.1 Booths Park, Chelford Road

Knutsford, Cheshire, WA16 8GS

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LOYOLA INVESTMENT MANAGEMENT LIMITED

Loyola Asset Management

Wealth ManagementAsset Management

2 employeesInc. 2020SouthgateCH 13047341

loyola-asset.com

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

What does LOYOLA INVESTMENT MANAGEMENT LIMITED do?

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

Who does LOYOLA INVESTMENT MANAGEMENT LIMITED sell to?

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

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

5 years ago

Since Nov 2020

Southgate

Financial health

100

Financial Health

Strong

Location

Solar House, 282 Chase Road

Southgate, N14 6NZ

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MOLE VALLEY ASSET MANAGEMENT LTD

MVAM Financial Advice

Asset ManagementWealth Management

16 employeesInc. 2013Dorking, SurreyCH 08600041

mvam.com

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Financial sub-scores

Computed from 3 filings

Cash84 / 100

Headcount61 / 100

What does MOLE VALLEY ASSET MANAGEMENT LTD do?

Provides financial advice and discretionary investment management for individuals and businesses, including retirement and pension planning, savings and investment portfolios, tax and estate…

Who does MOLE VALLEY ASSET MANAGEMENT LTD sell to?

Serves private clients, families and small businesses, including retirees, savers, investors, parents planning education costs, and employers needing pension or auto-enrolment support, with a local…

Key contacts (3)

Rachel Victoria Rigby

Director

Duncan John Sanford

Director

Craig Jonathan Harper

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3M

Founded

13 years ago

Since Jul 2013

Dorking, Surrey

Financial health

Financial Health

Healthy

Healthy · Hiring · 7% CAGR over 2y

Hiring

Location

275 High Street

Dorking, Surrey, RH4 1RY

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Seven Street Wealth Ltd formerly t/a Chiene + Tait Financial Planning Ltd

Seven Street Wealth

Wealth Management

16 employeesInc. 2000EdinburghCH SC203271

7sw.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount73 / 100

What does Seven Street Wealth Ltd formerly t/a Chiene + Tait Financial Planning Ltd do?

Provides wealth management and financial planning services for individuals, families, companies and charities, including investment advice, portfolio management and financial planning to help clients…

Who does Seven Street Wealth Ltd formerly t/a Chiene + Tait Financial Planning Ltd sell to?

Serves UK-based consumers, including individuals and families, alongside corporate clients and charities that require regulated financial advice and wealth management support.

Key contacts (3)

Emily Dobson

Director

Mark Richard Dobson

Director

Gordon John Birrell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£392.6KEstimate

Founded

26 years ago

Since Jan 2000

Edinburgh

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 5% CAGR over 4y

GrowingHiring

Location

16 Alva Street

Edinburgh, EH2 4QG

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Maunby Investment Management Limited

Maunby Investment Management

Wealth Management

15 employeesInc. 1982RiponCH 01676636

maunby.com

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Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount63 / 100

What does Maunby Investment Management Limited do?

Provides private client investment management services, managing and advising on investment portfolios and financial assets for individuals. Offers portfolio oversight through dedicated investment…

Who does Maunby Investment Management Limited sell to?

Sells to private clients seeking personal investment management, including individuals across the UK and overseas who value a tailored, relationship-led service.

Key contacts (1)

Haydn Charles Wellington O'Brien

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2M

Founded

43 years ago

Since Nov 1982

Ripon

Financial health

Financial Health

Strong

Strong · Hiring · 5% CAGR over 3y

Hiring

Location

30 Market Place West

Ripon, HG4 1BN

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Vinco Wealth Management Ltd

Vinco Wealth

Wealth ManagementAsset Management

1 employeesInc. 2013Burgh Heath, SurreyCH 08692727

vincowealth.co.uk

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Financial sub-scores

Computed from 5 filings

Profitability100 / 100

Net assets32 / 100

Cash95 / 100

What does Vinco Wealth Management Ltd do?

Provides wealth management and investment advisory services for high‑net‑worth individuals and institutional clients, including portfolio management, stockbroking, family office support, and guidance…

Who does Vinco Wealth Management Ltd sell to?

Serves high-net-worth individuals, families and family offices, professional traders, divorcees with complex assets, and institutional clients.

Key contacts (1)

Mark Stephen Vincent

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.7M

Founded

12 years ago

Since Sep 2013

Burgh Heath, Surrey

Financial health

Financial Health

Healthy

Healthy · Profitable · 0% CAGR over 3y

Profitable

Location

The Studio, 1 Canons Lane

Burgh Heath, Surrey, KT20 6DP

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Fundhouse Bespoke Limited

Fundhouse

Asset ManagementWealth Management

14 employeesInc. 2017LondonCH 10893119

fundhouse.co.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount100 / 100

What does Fundhouse Bespoke Limited do?

Provides discretionary model portfolio services to financial advisers, constructing and managing multi‑asset portfolios using active and passive funds. Also offers investment consulting including…

Who does Fundhouse Bespoke Limited sell to?

Serves UK financial advisers and financial planning firms, including IFAs, wealth managers, IFA networks and building societies, as well as institutional wealth clients.

Key contacts (1)

Rory-Stewart Maguire

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.5MEstimate

Founded

8 years ago

Since Aug 2017

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 25% CAGR over 2y

Hiring

Location

1 Tower Place West, Tower Place

London, EC3R 5BU

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S4 FINANCIAL LIMITED

S4 Financial

Wealth Management

9 employeesInc. 2004Hook, HampshireCH 05089919

s4financial.co.uk

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Financial sub-scores

Computed from 5 filings

Profitability100 / 100

Net assets53 / 100

Cash100 / 100

Headcount40 / 100

What does S4 FINANCIAL LIMITED do?

Provides financial planning and wealth management services including cashflow modelling, investment and pension advice, tax planning, retirement planning, and protection planning for individuals and…

Who does S4 FINANCIAL LIMITED sell to?

Serves financially comfortable individuals, families and business owners with £200,000+ in pensions or investable funds, including people planning retirement, family protection, education funding,…

Key contacts (1)

Ronald Sharp Elder

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2M

Founded

22 years ago

Since Mar 2004

Hook, Hampshire

Financial health

Financial Health

Healthy

Healthy · Profitable · 0% CAGR over 4y

Profitable

Location

Unit A, Causeway Farm Cricket Green, Hartley Wintney

Hook, Hampshire, RG27 8PS

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Barnett Ravenscroft Financial Services Limited

Brwm

Wealth Management

6 employeesInc. 2000West MidlandsCH 04013532

brwm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets89 / 100

Cash100 / 100

Headcount40 / 100

What does Barnett Ravenscroft Financial Services Limited do?

Provides wealth management and financial planning services, including investment portfolio management, evidence‑based investment strategies, retirement planning, and financial advice aimed at growing…

Who does Barnett Ravenscroft Financial Services Limited sell to?

Serves private individuals and families, particularly affluent clients seeking wealth management and financial planning support, with a Birmingham-focused presence.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£516.7KEstimate

Founded

26 years ago

Since Jun 2000

West Midlands

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 4y

Growing

Location

13 Portland Road, Birmingham

West Midlands, B16 9HN

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Canizaro Limited

Cannizaro

Wealth Management

2 employeesInc. 2013Esher, SurreyCH 08661629

cannizaro.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does Canizaro Limited do?

Provides wealth management and bespoke financial planning services, advising professionals, entrepreneurs, barristers and partners of law and accountancy firms on investment strategy, retirement…

Who does Canizaro Limited sell to?

Serves high-earning individuals, including law firm partners, barristers, partners at global accountancy and consulting firms, other professionals, and entrepreneurs.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

12 years ago

Since Aug 2013

Esher, Surrey

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

53 Soprano Way

Esher, Surrey, KT10 0DG

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Mamucium Assets Ltd

Mamucium Capital

Wealth ManagementAsset Management

Inc. 2018ManchesterCH 11725098

mamuciumcapital.co.uk/about

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

What does Mamucium Assets Ltd do?

Provides financial planning and wealth management services, including investment portfolio construction, cash flow planning, pension and tax planning, insurance and estate considerations. Offers…

Who does Mamucium Assets Ltd sell to?

Serves private individuals and families seeking personal financial planning and wealth management support, including those managing investments, pensions, property, debt, protection, tax and estate…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

7 years ago

Since Dec 2018

Manchester

Financial health

100

Financial Health

Strong

Location

Hilton House, 26 - 28 Hilton Street

Manchester, M1 2EH

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DELFIN PRIVATE OFFICE INTERNATIONAL LIMITED

Delfin Private Office

Wealth Management

6 employeesInc. 2022LondonCH 14385797

delfinprivateoffice.com

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Financial sub-scores

Computed from 2 filings

Net assets100 / 100

Headcount100 / 100

What does DELFIN PRIVATE OFFICE INTERNATIONAL LIMITED do?

Provides independent family office and wealth advisory services to high‑net‑worth individuals and family offices, offering strategic guidance on managing complex wealth, financial planning,…

Who does DELFIN PRIVATE OFFICE INTERNATIONAL LIMITED sell to?

Serves high-net-worth wealth owners and family offices, primarily on a B2B/B2C advisory basis. Targets affluent individuals, families, and family office decision-makers seeking independent guidance…

Key contacts (2)

Annamaria Enrichetta Luisa Koerling

Director

Gregg James Dennis

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

3 years ago

Since Sep 2022

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 74% CAGR over 1y

Hiring

Location

Second Floor, 25 Bury Street

London, SW1Y 6AL

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Anders Bayley Scott Ltd

Anders Bayley Scott

Wealth Management

15 employeesInc. 2011Brighton, SurreyCH 07889267

andersbayleyscott.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets90 / 100

Cash100 / 100

Headcount100 / 100

What does Anders Bayley Scott Ltd do?

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

Who does Anders Bayley Scott Ltd sell to?

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

Key contacts (4)

Colin Hare

Director

Simeon John Adams

Director

Kevin Michael Ceurvorst

Director

Anthony Graham George Laverick

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£806.3KEstimate

Founded

14 years ago

Since Dec 2011

Brighton, Surrey

Financial health

Financial Health

Strong

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

GrowingHiring

Location

5th Floor Park Gate, 161-163 Preston Road

Brighton, Surrey, BN1 6AU

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Incred Global Wealth

Wealth ManagementAsset Management

7 employeesInc. 2022LondonCH 14019047

incredwealth.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount100 / 100

What does Incred Global Wealth do?

Provides multi-family office services including investment advisory, financing solutions, wealth structuring, family governance support, and philanthropy advisory for high-net-worth families and…

Who does Incred Global Wealth sell to?

Serves sophisticated wealthy families and private clients seeking family office support in the UK and internationally, including Europe, the Middle East, Africa, Asia and the Americas.

Key contacts (2)

Mario Georgiou

Director

Aditya Sarin

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£477.4KEstimate

Founded

4 years ago

Since Apr 2022

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 53% CAGR over 2y

Hiring

Location

5-10 Bolton Street

London, W1J 8BA

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Ifamax Limited

Ifamax Wealth Management

Wealth Management

8 employeesInc. 2004BristolCH 05120478

ifamax.com

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Financial sub-scores

Computed from 5 filings

Net assets61 / 100

Cash70 / 100

Headcount83 / 100

What does Ifamax Limited do?

Provides financial planning and wealth management services for high-net-worth individuals, business owners and professionals. Advises on investment management, retirement planning, pensions,…

Who does Ifamax Limited sell to?

Serves high-net-worth individuals, families, business owners and professionals with £400,000+ in investable assets, including barristers, law firm partners and entertainment industry clients around…

Key contacts (2)

Ashton Andrew Chritchlow

Director

Max Robert Tennant

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£552.1KEstimate

Founded

22 years ago

Since May 2004

Bristol

Financial health

Financial Health

Healthy

Healthy · Hiring · 7% CAGR over 4y

Hiring

Location

Ground Floor, 1 Temple Back

Bristol, BS1 6FL

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Hardcastle Burton Financial Limited

Hardcastle Burton Financial

Wealth Management

7 employeesInc. 2013Royston, HertsCH 08481634

wealth.hardcastle-burton.co.uk

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Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount100 / 100

What does Hardcastle Burton Financial Limited do?

Provides independent financial advice and wealth management services, including investment management, retirement planning, inheritance tax planning, protection planning, cash flow modelling and…

Who does Hardcastle Burton Financial Limited sell to?

Serves UK residents and business owners seeking independent financial advice, including individuals planning investments, retirement, inheritance tax, family protection and school fees, plus…

Key contacts (1)

Keith Charles Bouttell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£322.9KEstimate

Founded

13 years ago

Since Apr 2013

Royston, Herts

Financial health

100

Financial Health

Strong

Strong · Hiring · 21% CAGR over 3y

Hiring

Location

Lake House, Market Hill

Royston, Herts, SG8 9JN

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HUMBOLDT FINANCIAL LIMITED

Humboldt Financial

Wealth Management

21 employeesInc. 2018LondonCH 11479520

humboldtfinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

What does HUMBOLDT FINANCIAL LIMITED do?

Provides independent financial advice and planning services to individuals and employers, including pension and retirement planning, investment and portfolio management, tax and estate planning,…

Who does HUMBOLDT FINANCIAL LIMITED sell to?

Serves individuals, families, self-employed professionals, Ltd company owners, employees with equity awards, pre-retirees and retirees, alongside employers seeking financial guidance for staff.

Key contacts (1)

Francis Terence Gill

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

8 years ago

Since Jul 2018

London

Financial health

100

Financial Health

Strong

Location

Swan House, 33 Queen Street

London, EC4R 1AP

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MLP WEALTH MANAGEMENT LTD

MLP Wealth

Wealth Management

7 employeesInc. 2004Banstead, SurreyCH 05125791

mlpwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets96 / 100

Cash81 / 100

Headcount100 / 100

What does MLP WEALTH MANAGEMENT LTD do?

Provides independent financial planning and investment advisory services for individuals and businesses, including retirement planning, inheritance tax planning, tax‑efficient investing, equity…

Who does MLP WEALTH MANAGEMENT LTD sell to?

Serves private individuals, families, business owners and corporate clients needing financial planning and investment advice, including retirement, inheritance tax, protection, school fee and equity…

Key contacts (2)

Paul Francis Standerwick

Director

Sean Paolo Michael Standerwick

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.5MEstimate

Founded

22 years ago

Since May 2004

Banstead, Surrey

Financial health

Financial Health

Strong

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

GrowingHiring

Location

36 High Street

Banstead, Surrey, SM7 2LS

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Watermark Wealth Management Limited

Watermark Wealth Management

Wealth Management

15 employeesInc. 2012Burnham-on-SEACH 08210691

wwm.ltd

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Financial sub-scores

Computed from 5 filings

Net assets43 / 100

Cash94 / 100

Headcount40 / 100

What does Watermark Wealth Management Limited do?

Provides financial planning and wealth management services for individuals, business owners and trustees. Advises on pensions, investments, retirement planning and corporate financial planning,…

Who does Watermark Wealth Management Limited sell to?

Serves private individuals, business owners, corporate clients, trustees, attorneys and court-appointed deputies seeking financial planning and wealth management support.

Key contacts (2)

James Edward Cannard

Director

Mark Andrew Woods

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£941KEstimate

Founded

13 years ago

Since Sep 2012

Burnham-on-SEA

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Manor House, Manor Road

Burnham-On-Sea, TA8 2AS

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Gem & Co Financial Services Limited

GEM & Financial Services

Wealth Management

15 employeesInc. 2021DerbyCH 13249508

gemfs.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount86 / 100

What does Gem & Co Financial Services Limited do?

Provides independent financial planning and wealth management advice to professionals, executives, business owners and retirees, including investment portfolio management, retirement planning,…

Who does Gem & Co Financial Services Limited sell to?

Serves individual clients including professionals, senior executives, business owners and retirees seeking financial planning advice, with emphasis on clients in Wimbledon and surrounding London…

Key contacts (3)

Elliott Charles Swatton

Director

Eamon James Nolan

Director

Gareth Cornelius Bryan Rees

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£750.4KEstimate

Founded

5 years ago

Since Mar 2021

Derby

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 17% CAGR over 2y

GrowingHiring

Location

Sky View, Argosy Road East Midlands Airport, Castle Donington

Derby, DE74 2SA

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ASQUIRE WEALTH MANAGEMENT LIMITED

Asquire Wealth Management

Wealth Management

8 employeesInc. 2013Richmond, SurreyCH 08621025

asquirewealth.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does ASQUIRE WEALTH MANAGEMENT LIMITED do?

Provides wealth management and financial planning services, including investment advisory, retirement planning, estate planning and tax‑efficient strategies. Works with private and corporate clients…

Who does ASQUIRE WEALTH MANAGEMENT LIMITED sell to?

Serves private clients, families and corporate clients seeking coordinated advice on wealth, retirement, estate and tax-related financial planning.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£368.2KEstimate

Founded

13 years ago

Since Jul 2013

Richmond, Surrey

Financial health

100

Financial Health

Strong

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

GrowingHiring

Location

Rosedale Studios, Rosedale Road

Richmond, Surrey, TW9 2SX

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DARWIN WEALTH MANAGEMENT LTD

Darwin Wealth Management

Wealth Management

9 employeesInc. 2011Shrewsbury, ShropshireCH 07738223

darwinwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash52 / 100

Headcount79 / 100

What does DARWIN WEALTH MANAGEMENT LTD do?

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

Who does DARWIN WEALTH MANAGEMENT LTD sell to?

Serves individuals and families across the UK, especially people planning retirement, managing investments or transferring wealth, alongside business owners and corporate clients seeking financial…

Key contacts (1)

William Dafydd Meredydd Evans

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£846.3KEstimate

Founded

14 years ago

Since Aug 2011

Shrewsbury, Shropshire

Financial health

Financial Health

Strong

Strong · Hiring · 6% CAGR over 4y

Hiring

Location

Countrywide House Knights Way, Battlefield Enterprise Park

Shrewsbury, Shropshire, SY1 3AB

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Westcotts Financial Management Limited

Advanta Wealth

Wealth Management

19 employeesInc. 2001DevonCH 04342122

advantawealth.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets96 / 100

Cash93 / 100

Headcount100 / 100

What does Westcotts Financial Management Limited do?

Provides financial planning and advisory services to private individuals, including advice on investments, pensions and life insurance. Supports clients with wealth management, retirement planning…

Who does Westcotts Financial Management Limited sell to?

Sells to private individuals and families across the UK seeking personal financial advice, wealth management, pensions, investments and protection planning.

Key contacts (1)

Iain Charles Andrews

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£822.6KEstimate

Founded

24 years ago

Since Dec 2001

Devon

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 17% CAGR over 3y

GrowingHiring

Location

26-28 Southernhay East, Exeter

Devon, EX1 1NS

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ARETIAN WEALTH MANAGEMENT LIMITED

Aretian Wealth Management

Wealth Management

9 employeesInc. 2009LondonCH 07101143

aretianwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets47 / 100

Cash100 / 100

Headcount100 / 100

What does ARETIAN WEALTH MANAGEMENT LIMITED do?

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

Who does ARETIAN WEALTH MANAGEMENT LIMITED sell to?

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

Key contacts (2)

Michelle Harsum

Director

Paul Harsum

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£345.4KEstimate

Founded

16 years ago

Since Dec 2009

London

Financial health

Financial Health

Healthy

Healthy · Hiring · 21% CAGR over 4y

Hiring

Location

C/O Two Matts Llp, 151 Wardour Street

London, W1F 8WE

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Castle Wealth Limited

Castle Wealth

Wealth Management

7 employeesInc. 2011Great Chesterford, EssexCH 07676287

castlewealth.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount65 / 100

What does Castle Wealth Limited do?

Provides independent financial advice to individuals and businesses on pensions, investments, inheritance tax planning, wealth management and personal protection. Also advises corporate clients on…

Who does Castle Wealth Limited sell to?

Serves private clients with varying levels of wealth, including savers, investors, retirees and families, as well as small, mid-size and large businesses needing financial advisory support.

Key contacts (1)

Anthony Joseph Castle

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£452.3KEstimate

Founded

15 years ago

Since Jun 2011

Great Chesterford, Essex

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 8% CAGR over 2y

GrowingHiring

Location

Lewis House, Great Chesterford Court

Great Chesterford, Essex, CB10 1PF

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Monenti Partners Ltd

Monenti Partners

Wealth Management

10 employeesInc. 2007Guildford, SurreyCH 06299795

monentipartners.com

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Financial sub-scores

Computed from 5 filings

Net assets78 / 100

Cash79 / 100

Headcount100 / 100

What does Monenti Partners Ltd do?

Provides independent financial planning and advisory services, including investment planning, retirement planning and wealth management. Assesses clients’ financial objectives and recommends…

Who does Monenti Partners Ltd sell to?

Serves UK-resident individuals and families, including clients with investment, retirement and long-term personal financial planning needs.

Key contacts (2)

Alistair George Hopton

Director

Thomas Michael North Rawlings

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.1MEstimate

Founded

19 years ago

Since Jul 2007

Guildford, Surrey

Financial health

Financial Health

Strong

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

GrowingHiring

Location

Castle House, Castle Street

Guildford, Surrey, GU1 3UW

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SPHERES INVESTMENT ADVISOR LTD

Spheres

Wealth ManagementVenture Capital

4 employeesInc. 2023BristolCH 14746184

spheres.io/legal

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Financial sub-scores

Computed from 2 filings

Cash100 / 100

Headcount100 / 100

What does SPHERES INVESTMENT ADVISOR LTD do?

Provides investment advisory services focused on private market investments and wealth management. Invests capital in private market opportunities and offers an online platform with AI-enabled tools…

Who does SPHERES INVESTMENT ADVISOR LTD sell to?

Serves professional clients and eligible counterparties, including entrepreneurial investors and private-market wealth holders; not available to retail clients.

Key contacts (2)

Jacques Nicolas Salame

Director

Florian Burkhard Christopher Kamps

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£450.5KEstimate

Founded

3 years ago

Since Mar 2023

Bristol

Financial health

100

Financial Health

Strong

Strong · Hiring · 100% CAGR over 1y

Hiring

Location

5th Floor Halo, Counterslip

Bristol, BS1 6AJ

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The Orchard Practice (AR) Limited

The Orchard Practice (AR)

Wealth Management

7 employeesInc. 2012Borehamwood, HertfordshireCH 08227578

topfs.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets77 / 100

Cash98 / 100

Headcount65 / 100

What does The Orchard Practice (AR) Limited do?

Provides financial planning and wealth management services including investment advice, retirement planning, mortgage and protection advice, and financial planning for individuals, families and…

Who does The Orchard Practice (AR) Limited sell to?

Serves private individuals and families across life stages, business owners, and people arranging mortgages, with a stated focus on clients in Hertfordshire and nearby areas.

Key contacts (2)

Stephanie Gerstler

Director

Joshua Eli Gerstler

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£913.6KEstimate

Founded

13 years ago

Since Sep 2012

Borehamwood, Hertfordshire

Financial health

Financial Health

Healthy

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

GrowingHiring

Location

2 Penta Court, Station Road

Borehamwood, Hertfordshire, WD6 1SL

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Thomson Gray Wealth Management Limited

Thomson Gray

Wealth Management

14 employeesInc. 2011Northampton, NorthantsCH 07596937

thomsongray.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount33 / 100

What does Thomson Gray Wealth Management Limited do?

Provides chartered financial planning and wealth management advice to individuals, families and business owners. Services include retirement planning, investment planning, financial plans for high…

Who does Thomson Gray Wealth Management Limited sell to?

Serves individuals, families, executives, high earners, retirees and business owners seeking financial planning and wealth advice, including clients preparing for retirement or passing on wealth.

Key contacts (2)

Edward David Thomson

Director

James Palmer Thomson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.7MEstimate

Founded

15 years ago

Since Apr 2011

Northampton, Northants

Financial health

Financial Health

Strong

Strong · -3% CAGR over 2y

Location

4 Duncan Close Redhouse Square, Moulton Park

Northampton, Northants, NN3 6WL

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Orestone Wealth Management Limited

Orestone Wealth Management

Wealth Management

5 employeesInc. 2017Torquay, DevonCH 10705845

orestonewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount75 / 100

What does Orestone Wealth Management Limited do?

Provides financial planning and wealth management advice to individuals and businesses, including investment planning, retirement planning, and related financial advisory services delivered through…

Who does Orestone Wealth Management Limited sell to?

Serves private clients, families and business owners seeking financial advice across Torquay, Devon and the wider UK, including people planning investments, retirement, family wealth and corporate…

Key contacts (1)

Lee David Howard

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£320.7KEstimate

Founded

9 years ago

Since Apr 2017

Torquay, Devon

Financial health

Financial Health

Strong

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

GrowingHiring

Location

2 The Old Bank Chambers Fore Street, St Marychurch

Torquay, Devon, TQ1 4PR

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Pro Sport Wealth Management Ltd

ProSport

Wealth Management

15 employeesInc. 2014BuryCH 08973379

prosportwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount86 / 100

What does Pro Sport Wealth Management Ltd do?

Provides financial planning and wealth management services for professional athletes and sports professionals, including investment advice, retirement planning, mortgage advice and long‑term…

Who does Pro Sport Wealth Management Ltd sell to?

Serves professional sportspeople, especially footballers, managers and other sports professionals, plus high-net-worth individuals seeking personal financial planning support during and after their…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£909KEstimate

Founded

12 years ago

Since Apr 2014

Bury

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 8% CAGR over 4y

GrowingHiring

Location

The Grants 11 Market Place, Ramsbottom

Bury, BL0 9AJ

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Sylvan Financial Management Ltd

Sylvan Financial Management

Wealth Management

12 employeesInc. 2020CheadleCH 12990055

sylvanfinancial.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets74 / 100

Cash100 / 100

Headcount100 / 100

What does Sylvan Financial Management Ltd do?

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

Who does Sylvan Financial Management Ltd sell to?

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

Key contacts (3)

Adrian George Joseph Edwards

Director

Elizabeth Jane Patrick

Director

Edward Thomas Henry Painter

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£397.2KEstimate

Founded

5 years ago

Since Nov 2020

Cheadle

Financial health

Financial Health

Strong

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

GrowingHiring

Location

5300 Lakeside

Cheadle, SK8 3GP

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BPH Wealth Management LLP

BpH

Wealth Management

20 employeesInc. 2007Harpenden, HertsCH OC332832

bphwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets94 / 100

Cash58 / 100

Headcount66 / 100

What does BPH Wealth Management LLP do?

Provides independent financial advice and wealth management services, including investment planning, retirement and pension advice, and lifetime cashflow modelling. Supports clients with long‑term…

Who does BPH Wealth Management LLP sell to?

Serves private individuals and families seeking fee-based financial advice, particularly clients in London, the South East, East Anglia and the Midlands.

Key contacts (3)

Darren John Weeks

Llp Member

Hannah Frances Freedman

Llp Member

Michael Augustus Freedman

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£628KEstimate

Founded

18 years ago

Since Nov 2007

Harpenden, Herts

Financial health

Financial Health

Healthy

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

GrowingHiring

Location

Oddstones House, Thompsons Close

Harpenden, Herts, AL5 4ES

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CHEETHAM JACKSON LTD

Cheetham Jackson

Wealth Management

71 employeesInc. 2009Chorley, LancashireCH 07071622

cheethamjackson.com

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount27 / 100

What does CHEETHAM JACKSON LTD do?

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

Who does CHEETHAM JACKSON LTD sell to?

Serves private individuals, families and business owners seeking face-to-face independent financial advice, with emphasis on clients across Lancashire, Greater Manchester and Yorkshire.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4.4MEstimate

Founded

16 years ago

Since Nov 2009

Chorley, Lancashire

Financial health

Financial Health

Healthy

Healthy · -7% CAGR over 2y

Location

23 Market Street

Chorley, Lancashire, PR7 2SY

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THE ASPIRE PARTNERSHIP LLP

The Aspire Partnership

Wealth Management

13 employeesInc. 2010BristolCH OC351804

aspirellp.co.uk

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Financial sub-scores

Computed from 3 filings

Cash95 / 100

Headcount67 / 100

What does THE ASPIRE PARTNERSHIP LLP do?

Provides financial planning and wealth management advice, including retirement planning, investment planning and estate or passing‑on‑wealth strategies, with ongoing advisory services for…

Who does THE ASPIRE PARTNERSHIP LLP sell to?

Serves private clients approaching or in retirement, families planning wealth transfer, business owners, professionals and trustees seeking chartered financial planning advice.

Key contacts (3)

Kenneth Dean Hall

Llp Member

Naomi Keith

Llp Member

Ian Henri Marie Larthe de Langladure

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

16 years ago

Since Jan 2010

Bristol

Financial health

Financial Health

Strong

Strong · Hiring · 9% CAGR over 2y

Hiring

Location

61 Queen Charlotte Street

Bristol, BS1 4HQ

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Tanager Wealth Management LLP

Tanager Wealth Management

Wealth ManagementAsset Management

35 employeesInc. 2012Reading, BerkshireCH OC377053

tanagerwealth.com

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Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount90 / 100

What does Tanager Wealth Management LLP do?

Provides cross‑border financial planning and investment management for US‑UK households, including tax‑efficient planning, pension and retirement advice, estate and inheritance planning, and support…

Who does Tanager Wealth Management LLP sell to?

Serves B2C transatlantic households, especially Americans living in the UK, US-resident British expats and British-American families. Also sells B2B to lawyers, accountants and trustees advising…

Key contacts (6)

Abbas Somji

Llp Member

Patrick Mulhern

Llp Member

Kyle William Pettigrove

Llp Member

David Gregory Costello

Llp Designated Member

Alexander William Ripoll Eichhorn

Llp Designated Member

Kristopher Karr Heck

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£5.4M

Founded

14 years ago

Since Jul 2012

Reading, Berkshire

Financial health

Financial Health

Strong

Strong · Hiring · 12% CAGR over 3y

Hiring

Location

The White House Mill Road, Goring

Reading, Berkshire, RG8 9DD

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FLYING COLOURS ADVICE LIMITED

Flying Colours

Wealth Management

Inc. 2014Bracknell, SurreyCH 09075635

fcadvice.co.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

What does FLYING COLOURS ADVICE LIMITED do?

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

Who does FLYING COLOURS ADVICE LIMITED sell to?

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

Key contacts (4)

Renzo Henri Dominique Desbordes

Director

Billy Lewis Ambler

Director

George David Agan

Director

Nicholas Tattersall

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4M

Founded

12 years ago

Since Jun 2014

Bracknell, Surrey

Financial health

100

Financial Health

Strong

Location

2nd Floor, Greenwood House, London Road

Bracknell, Surrey, RG12 2AA

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1,637 more companies and their verified directors are in the file

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How Google Analytics 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.

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

UK Wealth Management by Analytics

Wealth Management Companies Using MonsterInsights in the UK

Other Wealth Management technology

Wealth Management Companies Using WordPress in the UK Wealth Management Companies Using reCAPTCHA in the UK Wealth Management Companies Using 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 Google Analytics in the UK Wealth Management in the UK Wealth Management Companies in the UK Analytics Used by UK Wealth Management Companies: Market Share (2026)

Frequently asked questions

How many UK wealth management companies use Google Analytics?

881 actively-trading UK wealth management companies run Google Analytics, detected via Firmbase's technology fingerprinting of their public websites joined with Companies House records. 12 of them report turnover above £5M in their most recent filed accounts.

What share of UK wealth management companies run Google Analytics?

Google Analytics accounts for 90.4% of UK wealth management companies with a detectable Analytics (881 of 975), the most-detected Analytics in the sector, ahead of Site Kit (9.5%) and MonsterInsights (5.4%).

How is Google Analytics 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 Google Analytics 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 Google Analytics with no website signature will not appear.

What size wealth management companies use Google Analytics in the UK?

The median Google Analytics-running wealth management company employs 5 people and reports roughly £337k in UK turnover. 12 of the cohort report turnover above £5M.

What do Google Analytics-running wealth management companies also run?

69.9% of Google Analytics-running UK wealth management companies also run WordPress, 47.6% run Yoast SEO, 44.8% run reCAPTCHA, 42.1% run Cloudflare. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 1,976 verified directors — names and roles — across these 881 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 1,687 companies as a spreadsheet.

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