Wealth Management Companies Using Google Tag Manager in the UK: 821 Active Firms (2026)

Updated June 2026

Wealth managers using website tag management measure digital journeys, lead capture and client content engagement across the UK market.

For wealth managers, the tag-management layer usually sits between the public website, analytics tooling and paid-media workflows. Adoption tends to signal a marketing operation that has moved beyond brochureware: service pages, market commentary, enquiry forms, event sign-ups and referral paths need to be measured without asking developers to hard-code every tag. The buying centre is typically marketing, with compliance and technology teams close enough to shape consent, permissions and implementation. Engagements are usually operational rather than strategic: configure the container, govern who can publish tags, maintain attribution, and keep client-acquisition journeys observable.

UK adoption covers 821 actively trading wealth-management companies running this tag-management stack. Within detected tag-manager use in the sector, the stack is the dominant option at 98.9%, with a legacy alternative at 1.9%, so the category-share ranking is unusually concentrated. Reported employment totals 1,724 staff, suggesting a footprint of smaller advisory and private-client firms rather than a cohort defined by very large head offices. Registered-address skew is clear: London accounts for 21.6%, followed by the South East at 13.9%, the South West at 12.3%, the North West at 11.3% and the East of England at 8.9%.

FCA-regulated client acquisition changes the role of tag management in wealth management. Tags used for enquiry forms, gated content, market commentary and event journeys need to sit inside approval and monitoring processes, because marketing measurement can affect how prospects enter advisory workflows and how evidence is retained for internal review. Privacy consent is the other constraint: the practical question is not only whether tracking is switched on, but who can publish changes, how consent choices are passed to analytics and advertising tools, and whether audit trails are adequate for compliance review. The vendor ecosystem therefore tends to favour managed implementations over casual marketing experiments.

Adoption appears close to the default for wealth managers that run a visible tag-management layer, so future change is more likely to be about governance than initial installation. The pressure points are familiar: consent rules, attribution loss, duplicated tags, agency access and the hand-off between marketing teams and compliance reviewers. Smaller advisory firms may keep lightweight setups, while private-client groups with broader content and event programmes tend to need clearer ownership of the container. Consolidation in adjacent analytics and advertising tooling may also push these firms towards fewer, more tightly governed routes for tracking client-acquisition journeys.

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 Tag Manager rises with company size across the trading UK wealth management companies in this cohort. 12.1% of the 5,347 companies with under 10 employees run Google Tag Manager (646 detected). 36% of the 453 companies with 10–50 employees run Google Tag Manager (163 detected). 50% of the 28 companies with over 50 employees run Google Tag Manager (14 detected). That is a 37.9% gap between the over 50 employees and under 10 employees bands.

821

Active firms

2026

98.9%

Of detected Tag managers share

UK wealth management

Median headcount

Filed accounts

1,809

Verified directors

Across this cohort

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Key facts

About 1% of the trading cohort reports turnover above £5M (16 of 821 firms) — the rest sits below that revenue band.

7% of the cohort was incorporated since 2022 (58 firms), so a sizeable share is in its first few filing cycles.

Within wealth management, the page’s tag-management system accounts for 98.9% (821) of the 830 firms where a tag manager is detectable; the next detected system accounts for 1.9% (16).

London accounts for 21.6% (177) of wealth managers running the system, followed by the South East at 13.9% (114) and the South West at 12.3% (101).

49.8% (409) of the cohort also runs challenge-response bot filtering, suggesting fraud and spam controls sit close to lead-capture workflows.

43.8% (360) also run open-source content-management software, while 31.4% (258) also run web analytics tooling.

Overlapping sector tags show 25.5% (209) of the cohort also touches insurance and 18.6% (153) asset management.

Tag manager market share among UK Wealth Management

Google Tag Manager

Adobe Dynamic Tag Management

Share of the 830 UK Wealth Management with a detectable system. As of June 2026.

What else do Google Tag Manager-running Wealth Management run?

Share of the 821 Google Tag Manager-running UK companies where each technology was also detected. As of June 2026.

Where Google Tag Manager Wealth Management are, and how healthy they look

By region

London

South East

South West

North West

East of England

Rest of UK

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

By financial health

Strong

Healthy

Stable

Weak

Distressed

Insufficient history

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

Median headcount

£310.5K

Median UK turnover

1.9%

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 2,314 companies, alongside financials and websites, in one Excel + CSV file.

Top UK Wealth Management using Google Tag Manager

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

Dowgate Wealth Limited

Dowgate Wealth

Wealth ManagementAsset Management

14 employeesInc. 2019LondonCH 12221221

dowgatewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

What does Dowgate Wealth Limited do?

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

Who does Dowgate Wealth Limited sell to?

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

Key contacts (4)

Colin Mark Hughes

Director

Josh Sanford

Director

Stuart Melville Parkinson

Director

Benjamin Thomas McKeown

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4.8MEstimate

Founded

6 years ago

Since Sep 2019

London

Financial health

100

Financial Health

Strong

Location

15 Fetter Lane

London, EC4A 1BW

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Slater Financial Ltd

Slater Financial Group

Wealth Management

13 employeesInc. 2009Buxton, DerbyshireCH 07111538

slaterfinancialgroup.com/meet-the-advisory-team

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount67 / 100

What does Slater Financial Ltd do?

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

Who does Slater Financial Ltd sell to?

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

Key contacts (1)

Philip Andrew Slater

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£620.6KEstimate

Founded

16 years ago

Since Dec 2009

Buxton, Derbyshire

Financial health

Financial Health

Strong

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

GrowingHiring

Location

9-10 St. Annes Square

Buxton, Derbyshire, SK17 6EA

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Y TREE LIMITED

Y Tree

Wealth ManagementFintech

125 employeesInc. 2016LondonCH 10186799

y-tree.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount100 / 100

What does Y TREE LIMITED do?

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

Who does Y TREE LIMITED sell to?

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

Key contacts (4)

Eliana Magdalene Sydes

Director

John Laurence Hampel

Director

Eric Peretz

Director

Stuart Anthony Cash

Director

Full details & directors in the file

Company vitals

UK Headcount

125

UK Revenue

£13.7MEstimate

Founded

10 years ago

Since May 2016

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 23% CAGR over 4y

Hiring

Location

130 Shaftesbury Avenue

London, W1D 5EU

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NS ASSET MANAGEMENT UK LTD

NS Partners

Asset ManagementWealth Management

4 employeesInc. 1994LondonCH 02946806

nspgroup.com

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Financial sub-scores

Computed from 5 filings

Cash98 / 100

Headcount20 / 100

What does NS ASSET MANAGEMENT UK LTD do?

Provides investment management and wealth management services for private and institutional clients, including portfolio management, asset allocation and alternative investment strategies, and…

Who does NS ASSET MANAGEMENT UK LTD sell to?

Serves a mix of high-net-worth private clients, institutional investors and fund sponsors, including clients with sophisticated portfolios and interest in alternative investments.

Key contacts (4)

Christophe Verbaere

Director

Eric Henri Jean Laget

Director

Cédric Guy Dingens

Director

Edmund James Locker MacPherson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.8M

Founded

32 years ago

Since Jul 1994

London

Financial health

Financial Health

Stable

Stable · -5% CAGR over 4y

Location

25 Upper Brook Street

London, W1K 7QD

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LAVER WEALTH MANAGEMENT LIMITED

Laver Wealth

Wealth ManagementAsset Management

13 employeesInc. 1991Weston Super Mare, SomersetCH 02589429

laverwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets77 / 100

Cash44 / 100

Headcount80 / 100

What does LAVER WEALTH MANAGEMENT LIMITED do?

Provides wealth management and financial planning services, including discretionary portfolio management and investment advice for individuals, business owners and trustees, managing client…

Who does LAVER WEALTH MANAGEMENT LIMITED sell to?

Serves private individuals, couples, business owners and trustees seeking ongoing wealth and investment support, primarily clients with savings, portfolios or assets to protect and grow.

Key contacts (3)

Margaret Mary Williams

Director

Stephen Charles Hillier

Director

Derrick Laver

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£490.4KEstimate

Founded

35 years ago

Since Mar 1991

Weston Super Mare, Somerset

Financial health

Financial Health

Healthy

Healthy · Hiring · 7% CAGR over 4y

Hiring

Location

9 Beaconsfield Road

Weston Super Mare, Somerset, BS23 1YE

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SEABROOK CLARK LTD

Seabrook Clark

Wealth ManagementAsset Management

13 employeesInc. 2012Exeter, DevonCH 08281001

seabrookclark.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets96 / 100

Cash99 / 100

Headcount80 / 100

What does SEABROOK CLARK LTD do?

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

Who does SEABROOK CLARK LTD sell to?

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

Key contacts (2)

Emma Clare Ley

Director

Matthew John Seabrook Clark

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

13 years ago

Since Nov 2012

Exeter, Devon

Financial health

Financial Health

Strong

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

GrowingHiring

Location

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

Exeter, Devon, EX2 7AE

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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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HALL & GERTSKI WEALTH MANAGEMENT LTD

Hall & Gertski Wealth Management

Wealth Management

16 employeesInc. 2014Rochester, KentCH 09010635

hallandgertskiwealthmanagement.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets71 / 100

Cash100 / 100

Headcount34 / 100

What does HALL & GERTSKI WEALTH MANAGEMENT LTD do?

Provides financial planning and wealth management services including investment management, retirement planning, insurance and protection advice, mortgage and banking guidance, and corporate…

Who does HALL & GERTSKI WEALTH MANAGEMENT LTD sell to?

Serves private clients and businesses across the UK, including business owners, company directors, senior executives, medical, legal, city and sports professionals, contractors, retirees, women,…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.8MEstimate

Founded

12 years ago

Since Apr 2014

Rochester, Kent

Financial health

Financial Health

Healthy

Healthy · -3% CAGR over 2y

Location

Unit 4, The Barn 2 Oakleigh Grove, Cliffe Woods

Rochester, Kent, ME3 8GY

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ALPH CAPITAL LIMITED

Alpha Capital

Asset ManagementWealth Management

0 employeesInc. 2016Kingston Upon Thames, SurreyCH 10293635

alphacapitalgroup.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount0 / 100

What does ALPH CAPITAL LIMITED do?

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

Key contacts (2)

Amnon Barak

Director

Philippe Pierre Michelotti

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£749.1K

Founded

10 years ago

Since Jul 2016

Kingston Upon Thames, Surrey

Financial health

Financial Health

Healthy

Healthy · -73% CAGR over 4y

Location

1 Princeton Mews, 167-169 London Road

Kingston Upon Thames, Surrey, KT2 6PT

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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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CPM Financial Planning Limited

CPM Financial Services

Wealth Management

6 employeesInc. 2012Horsham, West SussexCH 07937995

cpmfinancialservices.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does CPM Financial Planning Limited do?

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

Who does CPM Financial Planning Limited sell to?

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

Key contacts (2)

Gary Inch

Director

Christopher Paul Masters

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£369.9KEstimate

Founded

14 years ago

Since Feb 2012

Horsham, West Sussex

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

Solo House The Courtyard, London Road

Horsham, West Sussex, RH12 1AT

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WATSON FRENCH LIMITED

Watson French Wealth Management

Wealth Management

0 employeesInc. 2000Truro, CornwallCH 03938803

watsonfrench.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets83 / 100

Cash100 / 100

Headcount0 / 100

What does WATSON FRENCH LIMITED do?

Provides independent financial planning, investment management and wealth management advice to individuals, families and business owners. Services include assessing finances, developing financial…

Who does WATSON FRENCH LIMITED sell to?

Serves high-net-worth private clients, including current and former business owners, wealthy individuals, professionals, and families planning across generations, with a nationwide client base and…

Key contacts (1)

Stephen Philip Watson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£363.6KEstimate

Founded

26 years ago

Since Mar 2000

Truro, Cornwall

Financial health

Financial Health

Healthy

Healthy · -65% CAGR over 4y

Location

Courtleigh House, 74-75 Lemon Street

Truro, Cornwall, TR1 2PN

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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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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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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

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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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Rees Wealth Management Ltd

Rees Wealth Management

Wealth Management

6 employeesInc. 2019Loughborough, LeicestershireCH 11866965

reeswealthmanagement.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Rees Wealth Management Ltd do?

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

Who does Rees Wealth Management Ltd sell to?

Serves private clients and business clients, including business owners, senior corporate executives, company directors, city professionals, sports professionals and families managing wealth across…

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Company vitals

UK Headcount

UK Revenue

£557.6KEstimate

Founded

7 years ago

Since Mar 2019

Loughborough, Leicestershire

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 19% CAGR over 4y

GrowingHiring

Location

Bandalls Farm Cotes Road, Cotes

Loughborough, Leicestershire, LE12 5TF

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Paradigm Norton Financial Planning Limited

Paradigm Norton

Wealth Management

88 employeesInc. 2001BristolCH 04220937

paradigmnorton.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets48 / 100

Cash95 / 100

Headcount38 / 100

What does Paradigm Norton Financial Planning Limited do?

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

Who does Paradigm Norton Financial Planning Limited sell to?

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

Key contacts (3)

Caroline Mary Anne Rainbird

Director

Matthew Paul Fowler

Director

Barry David Horner

Director

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Company vitals

UK Headcount

UK Revenue

£7.6MEstimate

Founded

25 years ago

Since May 2001

Bristol

Financial health

Financial Health

Stable

Stable · -2% CAGR over 1y

Location

Paradigm House, Macrae Road Ham Green

Bristol, BS20 0DD

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East Anglian Financial Planning Ltd

East Anglian Financial Planning

Wealth Management

24 employeesInc. 2013ColchesterCH 08608937

eafp.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets40 / 100

Cash100 / 100

Headcount100 / 100

What does East Anglian Financial Planning Ltd do?

Provides financial planning and advisory services to individuals, trusts, charities and businesses, including investment advice, retirement and pension planning, inheritance tax planning,…

Who does East Anglian Financial Planning Ltd sell to?

Serves individuals and families, businesses, trusts, charities and corporate entities seeking financial advice, including investment, retirement, inheritance tax and divorce-related planning.

Key contacts (7)

Kurt Thomas Walsh

Director

Neil Gordon Hewitt

Director

James Charles Edward Wright

Director

Matthew Robert Merchant

Director

John Grant Buchanan

Director

Gary Leonard Riches

Director

Beverley Monk

Director

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Company vitals

UK Headcount

UK Revenue

£405KEstimate

Founded

13 years ago

Since Jul 2013

Colchester

Financial health

Financial Health

Healthy

Healthy · Hiring · 74% CAGR over 3y

Hiring

Location

Lodge Park Business Centre Lodge Lane, Langham

Colchester, CO4 5NE

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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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MAYFAIR CAPITAL LIMITED

Mayfair Capital

Wealth ManagementAsset Management

0 employeesInc. 2016LondonCH 10079956

mayfair-capital.co.uk

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Financial sub-scores

Computed from 3 filings

Profitability100 / 100

Cash100 / 100

Headcount0 / 100

What does MAYFAIR CAPITAL LIMITED do?

Provides financial advice, investment management and execution-only stockbroking services. Advises private investors and corporate clients on portfolio strategy, private market investments and…

Who does MAYFAIR CAPITAL LIMITED sell to?

Serves private investors and private clients seeking wealth guidance, alongside corporate clients requiring investment or financial strategy support and specialist financial services.

Key contacts (1)

Nigel Martin Dominic O' Sullivan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£462.4K

Founded

10 years ago

Since Mar 2016

London

Financial health

Financial Health

Healthy

Healthy · Profitable · -90% CAGR over 2y

Profitable

Location

Berkeley Suite 35 Berkeley Square, Mayfair

London, W1J 5BF

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Symes Wealth Management Ltd

Symes Wealth Management

Wealth Management

9 employeesInc. 2014Broadstone, DorsetCH 09079947

scottsymeswm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount79 / 100

What does Symes Wealth Management Ltd do?

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

Who does Symes Wealth Management Ltd sell to?

Serves private clients, business owners, company directors and senior corporate executives, with a specific offering for Le Creuset employees and some corporate clients.

Key contacts (2)

Sheena Symes

Director

Scott Symes

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£900.3KEstimate

Founded

12 years ago

Since Jun 2014

Broadstone, Dorset

Financial health

Financial Health

Strong

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

GrowingHiring

Location

204a Lower Blandford Road

Broadstone, Dorset, BH18 8DP

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Moore Kingston Smith Financial Advisers Limited

Moore Kingston Smith Financial Advisers

Wealth Management

29 employeesInc. 2011LondonCH 07694501

mooreks.co.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount100 / 100

What does Moore Kingston Smith Financial Advisers Limited do?

Provides financial planning and advisory services to individuals, trustees and businesses, including wealth management, retirement and estate planning, protection and succession planning, mortgages,…

Who does Moore Kingston Smith Financial Advisers Limited sell to?

Serves a mix of B2C and B2B clients: individuals, trustees, owner-managed and family businesses, nonprofits and commercial organisations across sectors including healthcare, real estate, technology,…

Key contacts (2)

Ian Robert George Thomas

Director

David Painter

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3M

Founded

15 years ago

Since Jul 2011

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 20% CAGR over 4y

Hiring

Location

6th Floor, 9 Appold Street

London, EC2A 2AP

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Rodney Spiller Wealth Management Ltd

Rodney Spiller Wealth Management

Wealth Management

7 employeesInc. 2013Exeter, DevonCH 08765608

rodneyspillerwm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount90 / 100

What does Rodney Spiller Wealth Management Ltd do?

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

Who does Rodney Spiller Wealth Management Ltd sell to?

Serves private clients and families seeking personal wealth management, especially around retirement, inheritance tax, legacy and intergenerational planning. Also sells to businesses needing…

Key contacts (2)

Rodney John Spiller

Director

Nichola Hayley Spiller

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£462.3KEstimate

Founded

12 years ago

Since Nov 2013

Exeter, Devon

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 9% CAGR over 4y

GrowingHiring

Location

Redwoods 2 Clyst Works, Clyst Road Topsham

Exeter, Devon, EX3 0DB

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SWFS Limited

Swfs

Wealth Management

8 employeesInc. 2007HertfordshireCH 06371870

swfsltd.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets58 / 100

Cash100 / 100

Headcount100 / 100

What does SWFS Limited do?

Provides financial advice and wealth management services to individuals and businesses, including investment planning, retirement planning, protection and insurance advice, mortgage and banking…

Who does SWFS Limited sell to?

Serves private clients and business clients seeking financial advice, with specialist focus on medical professionals, business owners, senior corporate executives and professional partners.

Key contacts (1)

Sanjay Arvind Wadhia

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

18 years ago

Since Sep 2007

Hertfordshire

Financial health

Financial Health

Strong

Strong · Hiring · 68% CAGR over 4y

Hiring

Location

31 Tudor Manor Gardens, Watford

Hertfordshire, WD25 9TQ

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Maspero Associates Wealth Management Limited

Maspero Associates Wealth Management

Wealth Management

5 employeesInc. 2015Dorchester, DorsetCH 09933578

masperoassociates.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Maspero Associates Wealth Management Limited do?

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

Who does Maspero Associates Wealth Management Limited sell to?

Serves individuals, families and businesses seeking wealth management support, including private clients, business owners, company directors, retirees and sports professionals.

Key contacts (2)

Poppy Jane Hoskins

Director

Alasdair Ian Maspero

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£967.5KEstimate

Founded

10 years ago

Since Dec 2015

Dorchester, Dorset

Financial health

100

Financial Health

Strong

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

GrowingHiring

Location

20 Vespasian Way

Dorchester, Dorset, DT1 2RD

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Dalvi Wealth Management Limited

Dalvi Wealth Management

Wealth Management

5 employeesInc. 2016Bracknell, BerkshireCH 10457300

dalviwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount100 / 100

What does Dalvi Wealth Management Limited do?

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

Who does Dalvi Wealth Management Limited sell to?

Serves private clients, families, business owners and companies seeking wealth-management and corporate financial advice, including people looking to build, grow, protect or preserve wealth.

Key contacts (1)

Ranjeeta Dalvi

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£289.7KEstimate

Founded

9 years ago

Since Nov 2016

Bracknell, Berkshire

Financial health

100

Financial Health

Strong

Strong · Hiring · 26% CAGR over 4y

Hiring

Location

14 Hurricane Gate

Bracknell, Berkshire, RG12 9SR

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SECURE FOR LIFE WEALTH MANAGEMENT LTD

Secure for Life Wealth Management

Wealth Management

12 employeesInc. 2019Gowerton, SwanseaCH 12010358

sfl.ca/en

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount83 / 100

What does SECURE FOR LIFE WEALTH MANAGEMENT LTD do?

Provides wealth management and financial planning services through a network of advisors, offering investment products, insurance solutions, retirement, estate and tax planning, and portfolio access…

Who does SECURE FOR LIFE WEALTH MANAGEMENT LTD sell to?

Serves individual investors and families with complex financial situations, including those focused on major life projects, retirement, real estate and succession. Also targets independent financial…

Key contacts (1)

Richard John Angliss

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.7MEstimate

Founded

7 years ago

Since May 2019

Gowerton, Swansea

Financial health

Financial Health

Strong

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

GrowingHiring

Location

43 Brynymor Road

Gowerton, Swansea, SA4 3EY

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SKYBOUND FINANCIAL PLANNING LIMITED

Skybound Financial Planning

Wealth Management

32 employeesInc. 1995Fareham, DorsetCH 03116941

skyboundfp.co.uk

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Financial sub-scores

Computed from 2 filings

Profitability83 / 100

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does SKYBOUND FINANCIAL PLANNING LIMITED do?

Provides chartered financial planning and wealth management services, including investment management, retirement and pension planning, inheritance tax planning, and care fees planning, and offers…

Who does SKYBOUND FINANCIAL PLANNING LIMITED sell to?

Serves private individuals and families planning for retirement, later-life care, inheritance tax and investments, alongside accountants and legal professionals seeking support for their clients.

Key contacts (3)

Jabir Sardharwalla

Director

Clifford Julian Gribble

Director

David James Wheildon

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.9M

Founded

30 years ago

Since Oct 1995

Fareham, Dorset

Financial health

Financial Health

Strong

Strong · Profitable, Growing · 0% CAGR over 1y

ProfitableGrowing

Location

Solent Business Park 4500 Parkway, Whiteley

Fareham, Dorset, PO15 7AZ

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JMK WEALTH MANAGEMENT LIMITED

JMK Wealth Management

Wealth Management

6 employeesInc. 2020Burton-on-Trent, StaffordshireCH 12463698

jmkwealthmanagement.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount100 / 100

What does JMK WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management advice, including investment planning, retirement planning, protection planning, mortgages and specialist banking, and corporate financial services.…

Who does JMK WEALTH MANAGEMENT LIMITED sell to?

Serves private clients, business owners, senior corporate executives, company directors, sports professionals and financial professionals seeking wealth management support.

Key contacts (1)

James Kingswood

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£379.7KEstimate

Founded

6 years ago

Since Feb 2020

Burton-on-Trent, Staffordshire

Financial health

100

Financial Health

Strong

Strong · Hiring · 57% CAGR over 4y

Hiring

Location

58-60 Wetmore Road

Burton-On-Trent, Staffordshire, DE14 1SN

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JUST FINANCIAL GROUP LTD

Just Financial

Wealth Management

14 employeesInc. 2016GlasgowCH SC524886

justfinancialgroup.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets64 / 100

Cash93 / 100

Headcount65 / 100

What does JUST FINANCIAL GROUP LTD do?

Provides independent financial planning and advisory services, including wealth management, investment advice, pension and retirement planning, estate and tax planning, trust and charity investment…

Who does JUST FINANCIAL GROUP LTD sell to?

Serves UK individuals and families seeking financial planning, investment and retirement guidance, alongside trustees and charities requiring investment advice.

Key contacts (1)

Gary Anthony Watt

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

10 years ago

Since Jan 2016

Glasgow

Financial health

Financial Health

Healthy

Healthy · Hiring · 8% CAGR over 2y

Hiring

Location

200 Bath Street, 2nd Floor

Glasgow, G2 4HG

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Bright FS Limited

Bright Wealth Management

Wealth Management

40 employeesInc. 2016Birchwood, CheshireCH 10506607

brightwm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Bright FS Limited do?

Provides financial planning and wealth management advice to individuals and businesses, including investment planning, retirement planning, protection and insurance advice, mortgage guidance, and…

Who does Bright FS Limited sell to?

Serves private individuals and families seeking wealth, retirement, protection and mortgage advice, alongside businesses requiring corporate financial planning support.

Key contacts (3)

William Richard Frank Harrison

Director

Ian James Crombleholme

Director

Christian Eckersley

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£3MEstimate

Founded

9 years ago

Since Dec 2016

Birchwood, Cheshire

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 35% CAGR over 4y

GrowingHiring

Location

Yarmouth House Trident Business Park, Daten Avenue

Birchwood, Cheshire, WA3 6BX

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ASCOTT WEALTH MANAGEMENT LIMITED

Ascot Wealth Management

Wealth Management

2 employeesInc. 2012Birmingham, West MidlandsCH 08318735

ascotwm.com

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

What does ASCOTT WEALTH MANAGEMENT LIMITED do?

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

Who does ASCOTT WEALTH MANAGEMENT LIMITED sell to?

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

Key contacts (2)

Lee Malcolm Ascott

Director

Deborah Jane Ascott

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£453.7KEstimate

Founded

13 years ago

Since Dec 2012

Birmingham, West Midlands

Financial health

100

Financial Health

Strong

Location

59-61 Charlotte Street, St Pauls Square

Birmingham, West Midlands, B3 1PX

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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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JONES INVESTMENT HOLDINGS LIMITED

Jones Investment Group

Wealth Management

Inc. 2020Fareham, HampshireCH 12924330

jonesinvestmentgroup.com

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

What does JONES INVESTMENT HOLDINGS LIMITED do?

Provides financial planning and wealth management services for individuals and families, including investment strategy, risk and insurance planning, tax‑efficient planning, estate planning…

Who does JONES INVESTMENT HOLDINGS LIMITED sell to?

Serves individuals and families seeking long-term financial planning, wealth, estate and legacy guidance, including clients coordinating with tax and legal professionals.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

5 years ago

Since Oct 2020

Fareham, Hampshire

Financial health

100

Financial Health

Strong

Location

Murills House 48 East Street, Portchester

Fareham, Hampshire, PO16 9XS

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LFP Consultants Limited

LFP Consultants

Wealth Management

16 employeesInc. 2004Chorley, LancashireCH 05107595

lfp.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount17 / 100

What does LFP Consultants Limited do?

Provides financial planning and wealth management advice to individuals, business owners, trustees and charities. Services include investment planning, retirement planning, inheritance tax planning,…

Who does LFP Consultants Limited sell to?

Targets private clients, business owners, company directors, senior executives, trustees and charities, with stated coverage across North West England and beyond.

Key contacts (1)

Mark John Chester

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£851.1KEstimate

Founded

22 years ago

Since Apr 2004

Chorley, Lancashire

Financial health

Financial Health

Healthy

Healthy · -9% CAGR over 3y

Location

Legacy House 407 Preston Road, Clayton Le Woods

Chorley, Lancashire, PR6 7JA

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Fawcett Wealth Management Ltd

Fawcett Wealth Management

Wealth Management

7 employeesInc. 2017ManchesterCH 10684510

fawcettwm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Fawcett Wealth Management Ltd do?

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

Who does Fawcett Wealth Management Ltd sell to?

Serves individuals, retirees and later-life clients, families planning care or intergenerational wealth, and company directors or businesses seeking financial planning, with clients served nationwide.

Key contacts (2)

Victoria Kay Fawcett

Director

Darren Lee Fawcett

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£341KEstimate

Founded

9 years ago

Since Mar 2017

Manchester

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 24% CAGR over 4y

GrowingHiring

Location

318a Palatine Road

Manchester, M22 4FW

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HJP Wealth Management Limited

HJP Chartered Financial Planners

Wealth Management

24 employeesInc. 2016DorkingCH 10490173

hjpcfp.com

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Financial sub-scores

Computed from 3 filings

Net assets40 / 100

Cash81 / 100

Headcount32 / 100

What does HJP Wealth Management Limited do?

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

Who does HJP Wealth Management Limited sell to?

Serves private clients, families, retirees and business owners, with additional support for women, long-term care clients and companies needing corporate financial advice, with Surrey locally…

Key contacts (4)

Gary John Lynch

Director

Gregor Robertson Watt

Director

Richard Alan Charles Phillips

Director

Yvonne Magdalena Bavin

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.9M

Founded

9 years ago

Since Nov 2016

Dorking

Financial health

Financial Health

Stable

Stable · -4% CAGR over 2y

Financial distressTechnical insolvency

Location

176 South Street

Dorking, RH4 2ES

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Tower House Wealth Management Limited

Tower House Wealth Management

Wealth Management

20 employeesInc. 1995CambridgeCH 03103550

towerhousewm.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets88 / 100

Cash100 / 100

Headcount27 / 100

What does Tower House Wealth Management Limited do?

Provides financial planning and wealth management advice, including investment planning, retirement and pension advice, protection planning, mortgages, and corporate financial services for private…

Who does Tower House Wealth Management Limited sell to?

Serves high-net-worth private clients, business owners, owner-managed and family businesses, corporate entities, professionals, senior executives and company directors.

Key contacts (1)

Samuel Robin Tindale

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.9MEstimate

Founded

30 years ago

Since Sep 1995

Cambridge

Financial health

Financial Health

Healthy

Healthy · -8% CAGR over 2y

Location

Ground Floor 3 Wellbrook Court, Girton

Cambridge, CB3 0NA

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Chronos Wealth Ltd

Chronos Wealth Management

Wealth Management

2 employeesInc. 2019Altrincham, CheshireCH 11782270

chronoswm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash77 / 100

What does Chronos Wealth Ltd do?

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

Who does Chronos Wealth Ltd sell to?

Serves private clients, retirees, divorcing individuals, business owners, company directors and professional partners seeking wealth management and financial planning advice.

Key contacts (1)

Elizabeth Ann Bird

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£869.7KEstimate

Founded

7 years ago

Since Jan 2019

Altrincham, Cheshire

Financial health

Financial Health

Strong

Strong · 0% CAGR over 3y

Location

Two Four Nine North, Lynnfield House

Altrincham, Cheshire, WA14 4DZ

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Frizzell Wealth Management Limited

Frizzell Wealth Management

Wealth Management

16 employeesInc. 2020WallingfordCH 13000503

frizzellwm.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount24 / 100

What does Frizzell Wealth Management Limited do?

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

Who does Frizzell Wealth Management Limited sell to?

Serves individuals seeking personal wealth and retirement advice, alongside business owners, company directors and senior corporate executives aligning personal and business financial goals.

Key contacts (2)

Holly Lucy Frizzell

Director

Thomas Christopher Frizzell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.2MEstimate

Founded

5 years ago

Since Nov 2020

Wallingford

Financial health

Financial Health

Healthy

Healthy · -6% CAGR over 3y

Location

1 St Mary'S Court

Wallingford, OX10 0EB

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Bryant Hall Todd Wealth Management Limited

BHT Wealth

Wealth Management

6 employeesInc. 2020Maidenhead, BerkshireCH 12558147

bhtwealthmanagement.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount100 / 100

What does Bryant Hall Todd Wealth Management Limited do?

Provides financial advisory services to individuals, families and businesses, including investment planning and portfolio management, retirement and protection planning, mortgages and specialist…

Who does Bryant Hall Todd Wealth Management Limited sell to?

Serves private clients, families and business customers, including company directors, business owners, contractors, city professionals, senior corporate executives and professional partnerships.

Key contacts (3)

Nicholas Aaron Hall

Director

Charles Alexander Bryant

Director

Samuel John Alan Potter Todd

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£299KEstimate

Founded

6 years ago

Since Apr 2020

Maidenhead, Berkshire

Financial health

100

Financial Health

Strong

Strong · Hiring · 19% CAGR over 4y

Hiring

Location

Dairy House Moneyrow Green, Holyport

Maidenhead, Berkshire, SL6 2ND

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HARTEY WEALTH MANAGEMENT LIMITED

Hartey Wealth Management

Wealth Management

13 employeesInc. 2012Chester, CheshireCH 08288660

harteywm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash49 / 100

What does HARTEY WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management services, including investment advice, retirement planning, inheritance tax planning, portfolio management, protection planning, and second‑opinion…

Who does HARTEY WEALTH MANAGEMENT LIMITED sell to?

Serves private clients, families and business owners seeking financial advice, including retirement, inheritance tax, investments, protection and portfolio reviews.

Key contacts (3)

William Anthony McBride

Director

Karl Hartey

Director

Tristan Hartey

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£535.5KEstimate

Founded

13 years ago

Since Nov 2012

Chester, Cheshire

Financial health

Financial Health

Strong

Strong · -7% CAGR over 2y

Location

Hilliards Court, Chester Business Park

Chester, Cheshire, CH4 9QP

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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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PICKERING & RYE FINANCIAL SOLUTIONS LTD

Pickering & RYE Financial Solutions

Wealth Management

4 employeesInc. 2018Lingfield, SurreyCH 11569548

pickeringandryefinancial.co.uk

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Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount83 / 100

What does PICKERING & RYE FINANCIAL SOLUTIONS LTD do?

Provides financial planning and wealth management advice to individuals and businesses. Services include investment and retirement planning, protection and insurance advice, mortgages and specialist…

Who does PICKERING & RYE FINANCIAL SOLUTIONS LTD sell to?

Serves private individuals, families and corporate clients seeking face-to-face financial advice, including investors, pension and retirement planners, first-time buyers, and business clients needing…

Key contacts (2)

David Rye

Director

Grant Pickering

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£333.8KEstimate

Founded

7 years ago

Since Sep 2018

Lingfield, Surrey

Financial health

Financial Health

Strong

Strong · Hiring · 10% CAGR over 3y

Hiring

Location

8a Ground Floor, Godstone Road

Lingfield, Surrey, RH7 6BW

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Bowcliffe Wealth Management Limited

Bowcliffe Wealth Management

Wealth Management

13 employeesInc. 2015WetherbyCH 09724428

bowcliffewm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount94 / 100

What does Bowcliffe Wealth Management Limited do?

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

Who does Bowcliffe Wealth Management Limited sell to?

Serves individuals, families, retirees, women, business owners and company directors, as well as businesses across the UK seeking personal or corporate wealth advice.

Key contacts (1)

Adrian Brook

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£793.5KEstimate

Founded

10 years ago

Since Aug 2015

Wetherby

Financial health

Financial Health

Strong

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

GrowingHiring

Location

Bowcliffe Court, Bowcliffe Hall Great North Road, Bramham

Wetherby, LS23 6LW

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SHEAVYN ASSOCIATES FINANCIAL MANAGEMENT LIMITED

Sheavyn Associates Financial Management

Wealth Management

9 employeesInc. 2014WetherbyCH 09275997

sheavynassociates.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does SHEAVYN ASSOCIATES FINANCIAL MANAGEMENT LIMITED do?

Provides financial advisory and planning services including investment and savings advice, pension and retirement planning, wealth management, tax planning, insurance protection, and mortgage advice…

Who does SHEAVYN ASSOCIATES FINANCIAL MANAGEMENT LIMITED sell to?

Serves individuals, families and business owners, including savers, retirees, mortgage buyers, landlords, company directors and employers arranging pensions, protection and staff benefits.

Key contacts (2)

Josh Daniel Woodhall

Director

Laurence Alan Sheavyn

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

11 years ago

Since Oct 2014

Wetherby

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 25% CAGR over 5y

GrowingHiring

Location

Dryson House, York Road

Wetherby, LS22 7SU

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MASKERY WEALTH MANAGEMENT LTD

Chartered Edge Financial Planning

Wealth Management

11 employeesInc. 2016Newton Abbot, DevonCH 10102706

charterededgefp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets93 / 100

Cash77 / 100

Headcount100 / 100

What does MASKERY WEALTH MANAGEMENT LTD do?

Provides financial planning and advisory services to individuals and businesses, including investment management, retirement planning, protection planning, mortgages, corporate financial services,…

Who does MASKERY WEALTH MANAGEMENT LTD sell to?

Serves private clients and business clients, including business owners, company directors, senior corporate executives, sports professionals, accountants and people approaching or in retirement.

Key contacts (2)

Samuel Ian Paul Williams

Director

Lee James Maskery

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£380.9KEstimate

Founded

10 years ago

Since Apr 2016

Newton Abbot, Devon

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 17% CAGR over 4y

GrowingHiring

Location

Suite 5, Zealley House Greenhill Way, Kingsteignton

Newton Abbot, Devon, TQ12 3SB

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Nick Barnes Wealth Management Limited

Barnes Wealth Management

Wealth Management

11 employeesInc. 2010Bicester, OxfordshireCH 07433084

nickbarneswm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Nick Barnes Wealth Management Limited do?

Provides financial planning and wealth management services, including pension funding advice, investment planning, retirement and protection planning, mortgages, and financial advice for private…

Who does Nick Barnes Wealth Management Limited sell to?

Serves affluent private clients, families, retirees, business owners and company directors, including people with significant capital or higher incomes and owner-managed businesses needing corporate…

Key contacts (1)

Daniel William Barnes

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£390.1KEstimate

Founded

15 years ago

Since Nov 2010

Bicester, Oxfordshire

Financial health

100

Financial Health

Strong

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

GrowingHiring

Location

The Stables Unit 5a, Tusmore

Bicester, Oxfordshire, OX27 7SL

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Invictus Wealth Consultants Limited

Invictus Wealth Consultants

Wealth Management

11 employeesInc. 2016HorshamCH 10499543

invictuswealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash95 / 100

Headcount100 / 100

What does Invictus Wealth Consultants Limited do?

Provides financial advice and wealth management services, including investment planning, retirement planning, protection and insurance advice, mortgages and specialist banking, and intergenerational…

Who does Invictus Wealth Consultants Limited sell to?

Serves private clients, business owners, professional partnerships, senior corporate executives, company directors and contractors seeking wealth management and financial advice.

Key contacts (1)

Lloyd Alexander Magee

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£730KEstimate

Founded

9 years ago

Since Nov 2016

Horsham

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 38% CAGR over 4y

GrowingHiring

Location

Unit 7 New House Business Centre Old Crawley Road, Faygate

Horsham, RH12 4RU

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RBA WEALTH MANAGEMENT LIMITED

RBA Wealth Management

Wealth Management

15 employeesInc. 2017Uttoxeter, StaffordshireCH 10739705

rbawealthmanagement.com

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount51 / 100

What does RBA WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management advice for individuals, families and businesses, including investment planning, retirement planning, protection insurance, mortgages, long‑term care…

Who does RBA WEALTH MANAGEMENT LIMITED sell to?

Serves private clients, families and businesses across the UK, including business owners, company directors, senior executives, medical professionals, contractors, charities and clients planning…

Key contacts (1)

Andrew Martin Hackney

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

9 years ago

Since Apr 2017

Uttoxeter, Staffordshire

Financial health

Financial Health

Strong

Strong · Growing · 2% CAGR over 3y

Growing

Location

Charles House, 23 High Street

Uttoxeter, Staffordshire, ST14 7HN

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2,264 more companies and their verified directors are in the file

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

Other Wealth Management technology

Wealth Management Companies Using WordPress in the UK Wealth Management Companies Using reCAPTCHA in the UK Wealth Management Companies Using Google Analytics in the UK Wealth Management Companies Using Cloudflare in the UK Wealth Management Companies Using Yoast SEO in the UK

Related directories

Companies Using Google Tag Manager in the UK Wealth Management in the UK Wealth Management Companies in the UK

Frequently asked questions

How many UK wealth management companies use Google Tag Manager?

821 actively-trading UK wealth management companies run Google Tag Manager, detected via Firmbase's technology fingerprinting of their public websites joined with Companies House records. 16 of them report turnover above £5M in their most recent filed accounts.

What share of UK wealth management companies run Google Tag Manager?

Google Tag Manager accounts for 98.9% of UK wealth management companies with a detectable Tag manager (821 of 830), the most-detected Tag manager in the sector, ahead of Adobe Dynamic Tag Management (1.9%).

How is Google Tag Manager 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 Tag Manager 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 Tag Manager with no website signature will not appear.

What size wealth management companies use Google Tag Manager in the UK?

The median Google Tag Manager-running wealth management company employs 5 people and reports roughly £311k in UK turnover. 16 of the cohort report turnover above £5M.

What do Google Tag Manager-running wealth management companies also run?

49.8% of Google Tag Manager-running UK wealth management companies also run reCAPTCHA, 43.8% run WordPress, 37.4% run Cloudflare, 31.4% run Google Analytics. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 1,809 verified directors — names and roles — across these 821 companies, sourced from Companies House filings with nominee appointments filtered out. Buy the list as a one-off purchase (from £49) and the full CSV/Excel file downloads directly from this page; emails and LinkedIn profiles are not included.

Buy all 2,314 companies as a spreadsheet.

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