Wealth Management Companies Using Kinsta in the UK: 94 Active Firms (2026)

Updated June 2026

Wealth management firms using managed hosting provide investment advice, portfolio services and client-facing digital content across the UK.

For wealth managers, managed hosting is less about software production than control of the client-facing web estate. It usually supports adviser biographies, market commentary, lead-capture forms, event pages and gated guides, with marketing teams owning content and outsourced IT or a small internal function handling security, uptime and supplier management. Adoption tends to signal a firm with an active direct-acquisition channel, a need for dependable publishing workflows, and enough compliance process to review financial promotions before they reach clients or prospects.

There are 94 active UK wealth-management firms in this list, with reported employment across the cohort totalling 743 people. Within the wealth-management hosting category, this stack ranks second by detected share, at 20.7% of a 455-firm sector benchmark. Adoption is not especially London-weighted: the South East accounts for 17.0% of the cohort, followed by the West Midlands at 16.0%, the North West at 14.9%, the South West at 11.7%, and London at 9.6%. That pattern fits an adviser market where regional private-client relationships still matter.

Hosting procurement for wealth managers tends to sit between marketing, compliance and outsourced technology support. The FCA’s financial-promotion rules shape what can be published, while the ICO and GDPR matter for enquiry forms, newsletter sign-ups, analytics consent and any client-identifiable information passing through the site. Supplier choice therefore has a governance dimension: audit trails, access controls, backup arrangements and incident response are not just technical preferences, because a public website often doubles as both acquisition channel and regulated communications surface.

Adoption appears likely to remain tied to content operations rather than wholesale platform change. Wealth managers with adviser-led marketing tend to value stable publishing, fast page loads and fewer maintenance tasks, but they are also cautious buyers where compliance review slows website changes. Supplier consolidation may push some firms towards bundled digital agencies, while others keep hosting, content and security under separate contracts to preserve accountability. The direction is incremental: better governance, fewer unmanaged plugins, and more attention to resilience, rather than a broad shift to experimental web stacks.

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 Kinsta rises with company size across the trading UK wealth management companies in this cohort. 1.5% of the 5,347 companies with under 10 employees run Kinsta (79 detected). 3.3% of the 453 companies with 10–50 employees run Kinsta (15 detected). 3.6% of the 28 companies with over 50 employees run Kinsta (1 detected). That is a 2.1% gap between the over 50 employees and under 10 employees bands.

Active firms

2026

20.7%

Of detected Hosting share

UK wealth management

Median headcount

Filed accounts

204

Verified directors

Across this cohort

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Key facts

About 1% of the trading cohort reports turnover above £5M (1 of 94 firms) — the rest sits below that revenue band.

4% of the cohort was incorporated since 2022 (4 firms), so a sizeable share is in its first few filing cycles.

Within UK wealth management, this managed-hosting system is second by detectable hosting share at 20.7% (94), across a sector denominator of 455 companies with a detectable system.

The largest competing managed-hosting cohort is 39.8% (181), while the next-nearest cohort is 19.8% (90).

Every wealth management firm in the cohort also runs a content-management layer and a web performance/security layer, at 100.0% (94) each.

Search-optimisation tooling appears on 80.9% (76) of these sites, and mapping embeds appear on 54.3% (51).

Registered offices skew outside London: South East 17.0% (16), West Midlands 16.0% (15), North West 14.9% (14), South West 11.7% (11), London 9.6% (9).

Hosting & PaaS market share among UK Wealth Management

Kinsta

Other / long tail

Share of the 455 UK Wealth Management with a detectable system. As of June 2026.

What else do Kinsta-running Wealth Management run?

Share of the 94 Kinsta-running UK companies where each technology was also detected. As of June 2026.

Where Kinsta Wealth Management are, and how healthy they look

By region

South East

West Midlands

North West

South West

London

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

£339.2K

Median UK turnover

1.1%

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 156 companies, alongside financials and websites, in one Excel + CSV file.

Top UK Wealth Management using Kinsta

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

Courtiers

Wealth Management

26 employeesInc. 1978Henley-on-Thames, OxfordshireCH 01387954

courtiers.co.uk

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Financial sub-scores

Computed from 2 filings

Headcount67 / 100

What does Courtiers do?

Provides wealth management and financial advisory services to private and corporate clients. Offers investment advice, tax planning, pensions and auto‑enrolment support, employee benefits consulting,…

Who does Courtiers sell to?

Serves private clients such as individuals and families, plus businesses, employers and trustees responsible for corporate pension schemes, employee benefits and business protection.

Key contacts (2)

Gabriella Evans

Director

Jacob Edward Reynolds

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£76KEstimate

Founded

47 years ago

Since Sep 1978

Henley-on-Thames, Oxfordshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 18% CAGR over 1y

Hiring

Location

18 Hart Street

Henley-On-Thames, Oxfordshire, RG9 2AU

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Paradigm Norton Financial Planning Limited

Paradigm Norton

Wealth Management

88 employeesInc. 2001BristolCH 04220937

paradigmnorton.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets48 / 100

Cash95 / 100

Headcount38 / 100

What does Paradigm Norton Financial Planning Limited do?

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

Who does Paradigm Norton Financial Planning Limited sell to?

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

Key contacts (3)

Caroline Mary Anne Rainbird

Director

Matthew Paul Fowler

Director

Barry David Horner

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£7.6MEstimate

Founded

25 years ago

Since May 2001

Bristol

Financial health

Financial Health

Stable

Stable · -2% CAGR over 1y

Location

Paradigm House, Macrae Road Ham Green

Bristol, BS20 0DD

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APOLLO PRIVATE WEALTH LTD

Apollo Private Wealth

Wealth ManagementAsset Management

0 employeesInc. 2016LondonCH 09976926

apolloprivatewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets97 / 100

Cash100 / 100

Headcount0 / 100

What does APOLLO PRIVATE WEALTH LTD do?

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

Who does APOLLO PRIVATE WEALTH LTD sell to?

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

Key contacts (1)

Nauman Gondal

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£871.4KEstimate

Founded

10 years ago

Since Jan 2016

London

Financial health

Financial Health

Healthy

Healthy · -54% CAGR over 4y

Location

45 Albemarle Street, Mayfair

London, W1S 4JL

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Six Degrees Wealth Limited

Six Degrees

Wealth Management

5 employeesInc. 2023LondonCH 15046609

thisis6.com

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What does Six Degrees Wealth Limited do?

Provides wealth management and financial planning services for entrepreneurs, business owners and families. Advises on investment strategy, financial planning and management of personal assets,…

Who does Six Degrees Wealth Limited sell to?

Serves high-net-worth entrepreneurs, business owners, post-exit founders, senior executives, non-executive directors and families seeking purpose-led wealth management advice.

Key contacts (2)

Oliver Raoul Saiman

Director

Katherine Jayne Waller

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£260.3KEstimate

Founded

2 years ago

Since Aug 2023

London

Financial health

—

Financial Health

N/A

Location

71-75 Shelton Street, Covent Garden

London, WC2H 9JQ

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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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Richmonde Laine Wealth Management Ltd

Richmonde Laine Wealth Management

Wealth Management

13 employeesInc. 2004Bradford-on-Avon, WiltshireCH 05100697

richmondelaine.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets29 / 100

Cash100 / 100

Headcount80 / 100

What does Richmonde Laine Wealth Management Ltd do?

Provides independent financial advice and wealth management services, including investment portfolio management, retirement and pension planning, savings and protection advice, and guidance on…

Who does Richmonde Laine Wealth Management Ltd sell to?

Serves UK private clients, pension funds and trustees, including individuals with straightforward or complex investment, retirement, tax and estate planning needs.

Key contacts (2)

Trudy Elizabeth Gardner

Director

Marcus David Hamblin

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£801.1KEstimate

Founded

22 years ago

Since Apr 2004

Bradford-on-Avon, Wiltshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 7% CAGR over 4y

Hiring

Location

The Old Sidings, 18 Station Approach

Bradford-On-Avon, Wiltshire, BA15 1FQ

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Paradigm Norton

Wealth ManagementAsset Management

2 employeesInc. 2006HAM Green, BristolCH 05875654

paradigmnorton.co.uk

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What does Paradigm Norton do?

Provides financial planning and wealth management services including cash flow planning, investment management, tax and estate planning, retirement planning, and sustainable investing advice for…

Who does Paradigm Norton sell to?

Serves high-net-worth private clients, business owners, people selling or succession-planning a business, lawyers, women and charities, especially those seeking values-led sustainable wealth advice.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£16.5KEstimate

Founded

20 years ago

Since Jul 2006

HAM Green, Bristol

Location

Paradigm House, Macrae Road

Ham Green, Bristol, BS20 0DD

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Mpa Wealth Management Ltd

MPA Financial Management

Wealth Management

1 employeesInc. 2014Henley-in-Arden, West MidlandsCH 09012929

mpafm.co.uk

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Financial sub-scores

Computed from 5 filings

Cash35 / 100

Headcount0 / 100

What does Mpa Wealth Management Ltd do?

Provides independent financial advisory services to individuals and businesses, including pensions, investment planning, tax and inheritance planning, mortgage and equity release advice, wills and…

Who does Mpa Wealth Management Ltd sell to?

Serves private individuals, high-net-worth clients, people with pensions or DB transfers, and businesses needing corporate financial solutions; also works with professional advisers referring clients.

Key contacts (1)

Joseph Philip McGovern

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£429.3KEstimate

Founded

12 years ago

Since Apr 2014

Henley-in-Arden, West Midlands

Financial health

Financial Health

Distressed

Distressed · -16% CAGR over 4y

Financial distress

Location

Mpa House, 98 High Street

Henley-In-Arden, West Midlands, B95 5BY

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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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ASPIRATIONS FINANCIAL ADVICE LTD

Aspirations

Wealth ManagementInsuranceAsset Management

20 employeesInc. 2012BristolCH 08252963

aspirationsfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets98 / 100

Cash100 / 100

Headcount83 / 100

What does ASPIRATIONS FINANCIAL ADVICE LTD do?

Provides independent financial advice and planning services, including pensions and retirement planning, investment and wealth management, tax planning, cashflow forecasting, mortgages, and business…

Who does ASPIRATIONS FINANCIAL ADVICE LTD sell to?

Serves private individuals, families, business owners, company directors and partnerships, with a local emphasis on Bristol and Bradley Stoke clients seeking independent financial advice.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.9MEstimate

Founded

13 years ago

Since Oct 2012

Bristol

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 6% CAGR over 5y

GrowingHiring

Location

Ist Floor, West Offices Willow Brook Centre, Bradley Stoke

Bristol, BS32 8BS

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Northern Star Financial Management Limited

Northern Star IFA

Wealth Management

5 employeesInc. 2006Ramsbottom, LancashireCH 05825208

northernstarifa.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets24 / 100

Cash20 / 100

Headcount75 / 100

What does Northern Star Financial Management Limited do?

Provides independent financial advice and lifestyle financial planning services. Advises individuals on investments, ISAs, pension and retirement planning, mortgages, and tax planning including…

Who does Northern Star Financial Management Limited sell to?

Serves UK consumers and private clients seeking financial planning, including investors, first-time buyers and homeowners, people approaching or in retirement, and individuals needing tax planning.

Key contacts (1)

Peter Leigh Dickinson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£177.1KEstimate

Founded

20 years ago

Since May 2006

Ramsbottom, Lancashire

Financial health

Financial Health

Weak

Weak · Hiring · 6% CAGR over 4y

Hiring

Location

52 Bolton Street

Ramsbottom, Lancashire, BL0 9HX

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IFP Associates Limited

IFP Associates

Wealth Management

9 employeesInc. 2006NorwichCH 05941451

ifpassociates.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets89 / 100

Cash94 / 100

Headcount59 / 100

What does IFP Associates Limited do?

Provides independent financial planning and advisory services, including investment management, pension and retirement planning, inheritance tax and estate planning, and mortgage advice. Supports…

Who does IFP Associates Limited sell to?

Serves individual clients and households in and around Norwich, particularly people building wealth, planning retirement, managing inheritance or legacy goals, or moving up and down the property…

Key contacts (1)

Nicholas William Parker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£386.9KEstimate

Founded

19 years ago

Since Sep 2006

Norwich

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 6% CAGR over 2y

GrowingHiring

Location

Henderson Business Centre, Ivy Road

Norwich, NR5 8BF

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PIERCEFIELD ASSET MANAGEMENT LIMITED

Piercefield Oliver

Wealth ManagementAsset Management

5 employeesInc. 1998Cheltenham, GloucestershireCH 03608688

piercefieldoliver.com

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Financial sub-scores

Computed from 5 filings

Net assets57 / 100

Cash72 / 100

Headcount40 / 100

What does PIERCEFIELD ASSET MANAGEMENT LIMITED do?

Provides independent financial planning and wealth management services for individuals and families, including advice on pensions, retirement planning, investments, savings, estate and inheritance…

Who does PIERCEFIELD ASSET MANAGEMENT LIMITED sell to?

Serves individual consumers and families seeking personal financial advice, including retirees, divorcees, bereaved people, entrepreneurs, and those planning investments, pensions, insurance, trusts…

Key contacts (1)

Stephen John Willis

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£463.9KEstimate

Founded

27 years ago

Since Aug 1998

Cheltenham, Gloucestershire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

105-107 Bath Road

Cheltenham, Gloucestershire, GL53 7LE

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BURWOOD SAGE + BROOKRIDGE LTD

Burwood Sage + Brookridge

Wealth Management

6 employeesInc. 2001KentCH 04162004

bsandb.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets23 / 100

Headcount40 / 100

What does BURWOOD SAGE + BROOKRIDGE LTD do?

Provides independent financial advice to individuals and businesses on protection insurance, savings and investment planning, pensions, and workplace auto‑enrolment schemes, and offers model…

Who does BURWOOD SAGE + BROOKRIDGE LTD sell to?

Sells to UK consumers seeking independent financial advice on protection, savings and investments, and pensions, as well as employers needing auto-enrolment support.

Key contacts (1)

Peter Michael Wheadon

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£213.8KEstimate

Founded

25 years ago

Since Feb 2001

Kent

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

36 Station Road, Orpington

Kent, BR6 0SA

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KNIGHTSBRIDGE WEALTH MANAGEMENT LIMITED

Knightsbridge Wealth Management

Wealth Management

2 employeesInc. 2011Halifax, West YorkshireCH 07570964

knightsbridgewm.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash96 / 100

Headcount40 / 100

What does KNIGHTSBRIDGE WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management services, advising individuals on investments, pensions, retirement planning, tax‑efficient savings such as ISAs, inheritance and estate planning,…

Who does KNIGHTSBRIDGE WEALTH MANAGEMENT LIMITED sell to?

Serves individual consumers and families seeking personal financial advice, particularly people planning wealth building, retirement, inheritance and legacy planning, family protection, property…

Key contacts (1)

Owen Keith Hall

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£20.7KEstimate

Founded

15 years ago

Since Mar 2011

Halifax, West Yorkshire

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

Office 81 Bowers Mill, Branch Road Barkisland

Halifax, West Yorkshire, HX4 0AD

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BLH FINANCIAL SERVICES LTD

Marlbrook Financial Planning

Wealth Management

6 employeesInc. 2018Ellesmere Port, CheshireCH 11682820

marlbrookfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets74 / 100

Headcount100 / 100

What does BLH FINANCIAL SERVICES LTD do?

Provides independent financial advice to individuals, businesses and trustees, including guidance on savings and investments, pensions, insurance protection and workplace pension auto‑enrolment, with…

Who does BLH FINANCIAL SERVICES LTD sell to?

Serves private individuals, families, business owners, employers and trustees in Cheshire and surrounding areas who need independent financial advice on wealth, protection, pensions and workplace…

Key contacts (3)

Gavin Peter Hill

Director

Jonathan Nicholas Lightfoot

Director

Susan Jane Brassey

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£160.4KEstimate

Founded

7 years ago

Since Nov 2018

Ellesmere Port, Cheshire

Financial health

Financial Health

Strong

Strong · Hiring · 19% CAGR over 4y

Hiring

Location

Suite 7, Inward Way

Ellesmere Port, Cheshire, CH65 3EN

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MURRAYPATERSON LIMITED

Murraypaterson

Wealth ManagementInsurance

4 employeesInc. 2003Strathaven, LanarkshireCH SC253654

murraypaterson.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets44 / 100

Headcount83 / 100

What does MURRAYPATERSON LIMITED do?

Provides financial advisory services to individuals and businesses, including wealth management, pension planning, mortgage advice, protection insurance and estate planning, and develops financial…

Who does MURRAYPATERSON LIMITED sell to?

Serves individual consumers and business clients seeking support with personal and corporate financial goals, with an explicit focus on customers across the west of Scotland and throughout the UK.

Key contacts (2)

Craig Alistair Paterson

Director

Alistair Charles Paterson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£146.9KEstimate

Founded

22 years ago

Since Aug 2003

Strathaven, Lanarkshire

Financial health

Financial Health

Stable

Stable · Hiring · 7% CAGR over 4y

Hiring

Location

10 Green Street

Strathaven, Lanarkshire, ML10 6LT

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Courtiers

Wealth Management

93 employeesInc. 1995OxfordshireCH 03075228

courtiers.co.uk

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Financial sub-scores

Computed from 2 filings

Headcount35 / 100

What does Courtiers do?

Provides wealth management and financial advisory services to individuals, families and businesses, including investment advice, tax planning, pensions and auto‑enrolment support, employee benefits…

Who does Courtiers sell to?

Targets private individuals, families, business owners, employers and trustees, alongside new and existing fund investors. Serves both private clients and corporate clients with pensions, employee…

Key contacts (2)

Jacob Edward Reynolds

Director

Gabriella Evans

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£70.4KEstimate

Founded

31 years ago

Since Jul 1995

Oxfordshire

Financial health

Financial Health

Weak

Weak · -5% CAGR over 1y

Location

18a Hart Street, Henley On Thames

Oxfordshire, RG9 2AU

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Teachers Financial Planning Limited

Teachers Financial Planning

Wealth Management

5 employeesInc. 2011Warrington, CheshireCH 07612896

teachersfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount75 / 100

What does Teachers Financial Planning Limited do?

Provides independent financial advice on savings, investments, pensions, mortgages, protection and tax planning. Reviews clients’ financial positions and recommends planning strategies for…

Who does Teachers Financial Planning Limited sell to?

Serves a mix of B2C and B2B clients: teachers and other private individuals, alongside charities, trusts, businesses and independent schools with varied financial planning needs.

Key contacts (1)

Gerard Michael Oneil Bell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£133.2KEstimate

Founded

15 years ago

Since Apr 2011

Warrington, Cheshire

Financial health

Financial Health

Strong

Strong · Hiring · 6% CAGR over 4y

Hiring

Location

10 First Floor The Causeway, Wilderspool Causeway

Warrington, Cheshire, WA4 6PS

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Spear Financial Limited

Spear Financial

Wealth ManagementInsurance

6 employeesInc. 2008Bakewell, DerbyshireCH 06503284

spearfinancial.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount70 / 100

What does Spear Financial Limited do?

Provides independent financial advice to individuals, specialising in retirement planning, pensions, investment management, tax‑efficient income strategies and inheritance tax planning. Also offers…

Who does Spear Financial Limited sell to?

Serves UK individuals who are near, at or post retirement, particularly those with pension, investment, income and inheritance tax planning needs, and major UK companies seeking advice access for…

Key contacts (1)

Christopher James Spear

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£220.3KEstimate

Founded

18 years ago

Since Feb 2008

Bakewell, Derbyshire

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 10% CAGR over 2y

GrowingHiring

Location

Broome'S Barns Pilsley Lane, Pilsley

Bakewell, Derbyshire, DE45 1PF

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KNIGHTSBRIDGE WEALTH MANAGEMENT (NI) LTD

Knightsbridge Wealth Management (NI)

Wealth Management

13 employeesInc. 2008BelfastCH NI068965

knightsbridgewm.com

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Financial sub-scores

Computed from 5 filings

Net assets30 / 100

Cash31 / 100

Headcount100 / 100

What does KNIGHTSBRIDGE WEALTH MANAGEMENT (NI) LTD do?

Provides financial planning and wealth management advice to individuals, including investment portfolio management, pension and retirement planning, inheritance tax and estate planning, savings…

Who does KNIGHTSBRIDGE WEALTH MANAGEMENT (NI) LTD sell to?

Serves private individuals and families in Belfast and Northern Ireland across life stages, including wealth builders, retirees, homeowners, parents planning education costs, and clients focused on…

Key contacts (3)

Sean Alexander Barrett

Director

Leigh Samuel William Curran

Director

John Stephen Mc Clelland

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£482.3KEstimate

Founded

18 years ago

Since Apr 2008

Belfast

Financial health

Financial Health

Stable

Stable · Hiring · 17% CAGR over 5y

Hiring

Location

12b Clarendon Road

Belfast, BT1 3BG

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B&S FINANCIAL MANAGEMENT LTD

B & S Financial Management

Wealth Management

0 employeesInc. 1986Warrington, CheshireCH 02044622

bandsfinancialmanagement.co.uk

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Financial sub-scores

Computed from 5 filings

Cash72 / 100

Headcount0 / 100

What does B&S FINANCIAL MANAGEMENT LTD do?

Provides independent financial advice and wealth management services to individuals and businesses, including pensions planning, savings and investments, protection policies, and intergenerational…

Who does B&S FINANCIAL MANAGEMENT LTD sell to?

Serves a mix of private individuals, families and businesses, including personal and corporate clients with financial planning needs and intergenerational wealth considerations.

Key contacts (1)

Christopher Porritt

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£346.4KEstimate

Founded

39 years ago

Since Aug 1986

Warrington, Cheshire

Financial health

Financial Health

Weak

Weak · -68% CAGR over 4y

Location

The Base, Dallam Lane

Warrington, Cheshire, WA2 7NG

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White & Co Financial Planning Limited

Ashwood Law WM

Wealth Management

1 employeesInc. 2017Mediacityuk, Greater ManchesterCH 10573806

ashwoodlawwealth.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets32 / 100

Cash100 / 100

Headcount40 / 100

What does White & Co Financial Planning Limited do?

Provides financial planning and advisory services to individuals and businesses, including retirement planning, investment management, estate and inheritance planning, later‑life care funding,…

Who does White & Co Financial Planning Limited sell to?

Serves individuals, families and business owners seeking financial guidance around retirement, wealth, estate planning, later-life care, property and business finances.

Key contacts (1)

Liam Anthony White

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£27.7KEstimate

Founded

9 years ago

Since Jan 2017

Mediacityuk, Greater Manchester

Financial health

Financial Health

Stable

Stable · 0% CAGR over 2y

Location

M.01 Tomorrow, Blue

Mediacityuk, Greater Manchester, M50 2AB

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ROWE FINANCIAL & INSURANCE SERVICES LIMITED

Rowe Financial & Insurance Services

InsuranceWealth Management

9 employeesInc. 2013Salisbury, WiltsCH 08740535

njrowe.trustedadviser.info

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Financial sub-scores

Computed from 5 filings

Net assets37 / 100

Cash51 / 100

Headcount22 / 100

What does ROWE FINANCIAL & INSURANCE SERVICES LIMITED do?

Provides independent financial advice and wealth management services, including financial planning, savings and investment advice, pension planning, and insurance protection. Searches the market for…

Who does ROWE FINANCIAL & INSURANCE SERVICES LIMITED sell to?

Serves UK individuals seeking independent financial advice, particularly clients wanting holistic, ongoing support around personal wealth, pensions, savings, investments and protection.

Key contacts (2)

Rebecca Jane Rowe

Director

Russell John Rowe

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£702.1K

Founded

12 years ago

Since Oct 2013

Salisbury, Wilts

Financial health

Financial Health

Weak

Weak · -5% CAGR over 4y

Location

Rusbeck Farm Livery Road, West Winterslow

Salisbury, Wilts, SP5 1PJ

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LONDON & COUNTY FINANCIAL ADVISORS LTD

London & County

Wealth Management

5 employeesInc. 2016RamsgateCH 10359622

londonandcountyfa.com/home

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Financial sub-scores

Computed from 5 filings

Net assets10 / 100

Headcount40 / 100

What does LONDON & COUNTY FINANCIAL ADVISORS LTD do?

Provides financial advisory services including wealth management and cashflow planning. Advises individuals on mortgages, investments, ISAs, protection insurance, retirement planning, education…

Who does LONDON & COUNTY FINANCIAL ADVISORS LTD sell to?

Serves private individuals and families seeking financial advice around retirement, protection, property moves, wealth building, education planning and legacy planning, with an emphasis on clients in…

Key contacts (1)

Robert Derek Winter

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£286.3KEstimate

Founded

9 years ago

Since Sep 2016

Ramsgate

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

Marlowe Innovation Centre, Marlowe Way

Ramsgate, CT12 6FA

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Thompson Jenner Financial Services Limited

Thompson Jenner Financial Services

Wealth Management

15 employeesInc. 2001DevonCH 04309745

tjfs.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets39 / 100

Cash100 / 100

Headcount63 / 100

What does Thompson Jenner Financial Services Limited do?

Provides independent financial advice and planning services for individuals and businesses, including pensions, savings and investments, mortgages, protection insurance, equity release, workplace…

Who does Thompson Jenner Financial Services Limited sell to?

Serves private individuals, homeowners, retirees and businesses in Exmouth seeking independent financial advice, including employers needing workplace pension auto-enrolment support.

Key contacts (4)

Paul Edward Carnell

Director

David Roy Tucker

Director

Jonathan Paul Westley

Director

Ruskin Howard Brice Wilson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£398.1KEstimate

Founded

24 years ago

Since Oct 2001

Devon

Financial health

Financial Health

Healthy

Healthy · Hiring · 4% CAGR over 4y

Hiring

Location

1 Colleton Crescent, Exeter

Devon, EX2 4DG

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THOMAS AND GENTRY INDEPENDENT FINANCIAL ADVISORS LIMITED

Thomas & Gentry IFA

Wealth Management

5 employeesInc. 2004Newton Abbot, DevonCH 05225369

thomasandgentry.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets29 / 100

Cash0 / 100

Headcount40 / 100

What does THOMAS AND GENTRY INDEPENDENT FINANCIAL ADVISORS LIMITED do?

Provides independent financial advice to individuals on mortgages, pensions, savings, investments and protection products, offering one-off consultations and ongoing financial planning and wealth…

Who does THOMAS AND GENTRY INDEPENDENT FINANCIAL ADVISORS LIMITED sell to?

Serves individual consumers seeking personal financial advice, including people needing guidance on mortgages, pensions, savings and investments, and protection, for either one-off consultations or…

Key contacts (1)

John Thomas Patrick Gentry

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£844.6KEstimate

Founded

21 years ago

Since Sep 2004

Newton Abbot, Devon

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

Foxley House, Lonsdale Road

Newton Abbot, Devon, TQ12 1DT

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TWIGDEN ASSET MANAGEMENT LTD

Twigden Asset Management

Wealth Management

7 employeesInc. 2003Olney, BedfordshireCH 04691087

twigdenasset.co.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount28 / 100

What does TWIGDEN ASSET MANAGEMENT LTD do?

Provides independent financial advice and wealth planning, including pensions, savings and investments, insurance protection, business protection, inheritance tax planning and equity release guidance…

Who does TWIGDEN ASSET MANAGEMENT LTD sell to?

Serves private individuals, families, retirees and business owners seeking independent financial advice, including clients planning pensions, investments, protection, inheritance tax and later-life…

Key contacts (2)

Lois Elizabeth Twigden

Director

David William King Twigden

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£337KEstimate

Founded

23 years ago

Since Mar 2003

Olney, Bedfordshire

Financial health

Financial Health

Healthy

Healthy · -3% CAGR over 4y

Location

Prospect Place, 23 Osier Way

Olney, Bedfordshire, MK46 5FP

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DAVIES FINANCIAL LIMITED

Davies Financial

Wealth Management

7 employeesInc. 2005Pencoed, BridgendCH 05334921

daviesfinancial.net

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount65 / 100

What does DAVIES FINANCIAL LIMITED do?

Provides independent financial advice and planning for individuals and businesses, including investments, pensions, retirement planning, protection, auto‑enrolment workplace pensions, estate planning…

Who does DAVIES FINANCIAL LIMITED sell to?

Serves individuals and businesses across the UK seeking independent financial advice, including business owners, professionals, retirees and families, with clients also referred by accountants and…

Key contacts (1)

Jessica Elizabeth Bargery

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£183.2KEstimate

Founded

21 years ago

Since Jan 2005

Pencoed, Bridgend

Financial health

Financial Health

Strong

Strong · Hiring · 4% CAGR over 4y

Hiring

Location

5 Oldfield Road, Bocam Park

Pencoed, Bridgend, CF35 5LJ

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P J Collier Financial Services Limited

P J Collier Financial Services

Wealth Management

11 employeesInc. 2003LeicestershireCH 04905245

pjcollier.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets61 / 100

Cash87 / 100

Headcount72 / 100

What does P J Collier Financial Services Limited do?

Provides independent financial advice to individuals and businesses on pensions, savings and investments, insurance protection, mortgages, equity release and later‑life lending, helping clients plan,…

Who does P J Collier Financial Services Limited sell to?

Serves individuals, families and businesses seeking financial advice on pensions, investments, protection, mortgages, equity release and later-life lending.

Key contacts (2)

Amy Sarah Collier

Director

Guy Clifford Collier

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£389.2KEstimate

Founded

22 years ago

Since Sep 2003

Leicestershire

Financial health

Financial Health

Healthy

Healthy · Hiring · 7% CAGR over 3y

Hiring

Location

4 Hotel Street, Coalville

Leicestershire, LE67 3EP

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Carpenter John Financial Services Ltd

Carpenter John Financial Services

Wealth Management

5 employeesInc. 2008Port Talbot, West GlamorganCH 06511253

carpenterjohn.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets79 / 100

Cash65 / 100

Headcount100 / 100

What does Carpenter John Financial Services Ltd do?

Provides financial advisory services to individuals and businesses, including advice on savings and investments, pensions, mortgages, insurance protection, wills, and workplace auto‑enrolment.…

Who does Carpenter John Financial Services Ltd sell to?

Serves individuals and businesses seeking financial planning support, including personal clients with pensions, investments, mortgages, protection and wills needs, and employers requiring…

Key contacts (1)

Darren John Lindell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£506.6KEstimate

Founded

18 years ago

Since Feb 2008

Port Talbot, West Glamorgan

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 11% CAGR over 5y

GrowingHiring

Location

24 Forge Road

Port Talbot, West Glamorgan, SA13 1NU

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North Laine Financial Management Ltd

North Laine Financial Management

Wealth Management

7 employeesInc. 2004Horsham, West SussexCH 05072423

nlfm.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets73 / 100

Cash45 / 100

Headcount40 / 100

What does North Laine Financial Management Ltd do?

Provides financial planning and advisory services to individuals and businesses, including pensions, savings and investments, protection insurance, wills, and long‑term care planning. Develops…

Who does North Laine Financial Management Ltd sell to?

Serves individuals and businesses seeking financial planning support, including clients with pensions, savings and investments, protection, wills, long-term care needs, and ethical or sustainable…

Key contacts (2)

Sam Pascoe Jermy

Director

Steve Brian Mackie

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£596.9KEstimate

Founded

22 years ago

Since Mar 2004

Horsham, West Sussex

Financial health

Financial Health

Stable

Stable · 0% CAGR over 2y

Location

Unit 1, Pondtail Farm Coolham Road, West Grinstead

Horsham, West Sussex, RH13 8LN

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PORTUS WEALTH LIMITED

Portus Wealth

Wealth Management

5 employeesInc. 2015KinrossCH SC501901

portuswealth.co.uk

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Financial sub-scores

Computed from 3 filings

Headcount75 / 100

What does PORTUS WEALTH LIMITED do?

Provides independent financial advice and planning for individuals and businesses. Services include guidance on pensions, savings and investments, and protection products, helping clients develop…

Who does PORTUS WEALTH LIMITED sell to?

Serves individuals and businesses across Scotland and the UK seeking advice on personal or company financial planning, including pensions, protection, savings and investments.

Key contacts (1)

Christopher James Mackie

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£232.9KEstimate

Founded

11 years ago

Since Mar 2015

Kinross

Financial health

Financial Health

Healthy

Healthy · Hiring · 12% CAGR over 2y

Hiring

Location

14 High Street

Kinross, KY13 8AN

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STRUCTURED FINANCIAL PLANNING LTD.

Structured Financial Planning

Wealth Management

7 employeesInc. 2004Fraserburgh, AberdeenshireCH SC270785

sfp-ifa.co.uk

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Financial sub-scores

Computed from 3 filings

Cash0 / 100

Headcount90 / 100

What does STRUCTURED FINANCIAL PLANNING LTD. do?

Provides independent financial planning and advisory services to individuals and businesses, including advice on pensions, savings, investments and protection insurance, and develops structured…

Who does STRUCTURED FINANCIAL PLANNING LTD. sell to?

Serves individuals, families and businesses seeking financial planning support for personal and commercial financial goals, including clients considering pensions, protection, savings and investments.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£285.4KEstimate

Founded

22 years ago

Since Jul 2004

Fraserburgh, Aberdeenshire

Financial health

Financial Health

Stable

Stable · Hiring · 18% CAGR over 2y

Hiring

Location

4 Charlotte Street

Fraserburgh, Aberdeenshire, AB43 9JE

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Atlas Wealth Ltd

Blue Atlas Wealth

Wealth Management

2 employeesInc. 2022LondonCH 13900084

blueatlaswealth.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets7 / 100

Cash100 / 100

What does Atlas Wealth Ltd do?

Provides financial planning and advisory services including retirement planning, investment reviews, estate planning and personal protection advice, helping clients manage investments and plan…

Who does Atlas Wealth Ltd sell to?

Serves UK-based individual consumers seeking personal wealth, retirement, investment, estate and protection planning, particularly people who want help organising long-term financial objectives.

Key contacts (1)

Aatif Shafi

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£67.6KEstimate

Founded

4 years ago

Since Feb 2022

London

Financial health

Financial Health

Stable

Location

167-169 Great Portland Street, Fifth Floor

London, W1W 5PF

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SIMPSON KELLY ASSOCIATES LTD.

Simpson Kelly

Wealth Management

6 employeesInc. 2011Pontefract, West YorkshireCH 07776012

skassociates.co.uk

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Financial sub-scores

Computed from 5 filings

Cash0 / 100

Headcount70 / 100

What does SIMPSON KELLY ASSOCIATES LTD. do?

Provides independent financial advice to individuals and businesses, including investment and pension planning, savings, protection insurance, inheritance tax and trust planning, cash management,…

Who does SIMPSON KELLY ASSOCIATES LTD. sell to?

Serves individuals, families and businesses in Yorkshire, Lincolnshire and surrounding areas, including clients planning retirement, investments, inheritance, family protection and business financial…

Key contacts (1)

Darren Anthony Kelly

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£405KEstimate

Founded

14 years ago

Since Sep 2011

Pontefract, West Yorkshire

Financial health

Financial Health

Weak

Weak · Hiring · 4% CAGR over 4y

Hiring

Location

$Map of Pontefract, West Yorkshire$

Suite 5-6 Alamo House, Sessions House Yard

Pontefract, West Yorkshire, WF8 1BN

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CONDIES WEALTH STRATEGIES LIMITED

Condies Wealth Strategies

Wealth Management

0 employeesInc. 2010DunfermlineCH SC381967

condieswealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets29 / 100

Cash34 / 100

Headcount0 / 100

What does CONDIES WEALTH STRATEGIES LIMITED do?

Provides financial planning and advisory services for individuals and businesses, including advice on savings and investments, pensions, mortgages, insurance protection, inheritance tax planning, and…

Who does CONDIES WEALTH STRATEGIES LIMITED sell to?

Targets private clients and families, including homeowners and people planning for retirement, alongside healthcare professionals such as doctors and dentists, and business owners needing corporate…

Key contacts (3)

Randal McLister

Director

Jamie Kinnear

Director

Pauline Joanne Hogg

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£513.2KEstimate

Founded

16 years ago

Since Jul 2010

Dunfermline

Financial health

Financial Health

Weak

Weak · -69% CAGR over 4y

Location

10 Abbey Park Place

Dunfermline, KY12 7NZ

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BEACH U.K. LIMITED

Beach IFA

Wealth Management

0 employeesInc. 1988Shrewsbury, ShropshireCH 02323798

beachifa.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash100 / 100

Headcount0 / 100

What does BEACH U.K. LIMITED do?

Provides independent financial advice and planning for individuals and businesses, including pensions, savings and investments, protection insurance, workplace auto‑enrolment schemes, and wills,…

Who does BEACH U.K. LIMITED sell to?

Serves individuals and businesses throughout the UK, including personal investors, pension clients, employers managing auto-enrolment, and business owners arranging protection or employee financial…

Key contacts (2)

Maxwell Dalziel

Director

Robert Stephen Dalziel

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£540.3KEstimate

Founded

37 years ago

Since Dec 1988

Shrewsbury, Shropshire

Financial health

Financial Health

Weak

Weak · -69% CAGR over 4y

Location

Suite 3, Canon Court North 2, Abbey Lawn

Shrewsbury, Shropshire, SY2 5DE

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BLUEZONE CAPITAL LTD

Bluezone Capital

Wealth Management

3 employeesInc. 2015London, EssexCH 09908975

bzcapital.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets4 / 100

Cash25 / 100

Headcount40 / 100

What does BLUEZONE CAPITAL LTD do?

Provides financial advice to individuals and businesses covering mortgages, protection insurance, pensions, savings and investment planning, auto‑enrolment workplace pensions, wills and trusts, and…

Who does BLUEZONE CAPITAL LTD sell to?

Serves private individuals, families and local businesses in London and the surrounding area that need regulated financial advice and planning support.

Key contacts (2)

Bing Nam Dennis Tam

Director

Jason Paul Hitchen

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£437.8KEstimate

Founded

10 years ago

Since Dec 2015

London, Essex

Financial health

Financial Health

Distressed

Distressed · 0% CAGR over 2y

Financial distress

Location

4th Floor, 33 Cannon Street

London, Essex, EC4M 5SB

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Prosperity Associates (UK) Limited

Prosperity Financial

Wealth Management

Inc. 2009Milton Keynes, West YorkshireCH 07075536

prosperityfinancial.co.uk/how-we-work

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Financial sub-scores

Computed from 2 filings

Cash3 / 100

What does Prosperity Associates (UK) Limited do?

Provides financial planning and advisory services to individuals and businesses, including pension planning, wealth management, mortgages, retirement planning, education funding, intergenerational…

Who does Prosperity Associates (UK) Limited sell to?

Serves individuals, families and businesses seeking financial advice, including clients planning for retirement, property moves, education costs, later-life needs, family protection, legacy planning…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£733.5KEstimate

Founded

16 years ago

Since Nov 2009

Milton Keynes, West Yorkshire

Financial health

Financial Health

Distressed

Financial distress

Location

C/O Freeths Llp, 3rd Floor, Northgate House Northgate House, 450-500 Silbury Boulevard

Milton Keynes, West Yorkshire, MK9 2AD

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WEST FINANCIAL MANAGEMENT CO LIMITED

West Financial Management

Wealth Management

6 employeesInc. 2003Plymouth, DevonCH 04985517

westfm.biz

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Financial sub-scores

Computed from 5 filings

Net assets77 / 100

Cash22 / 100

Headcount40 / 100

What does WEST FINANCIAL MANAGEMENT CO LIMITED do?

Provides independent financial advice to individuals and businesses, including guidance on savings and investments, insurance protection, long‑term care planning, wills and trusts, inheritance tax…

Who does WEST FINANCIAL MANAGEMENT CO LIMITED sell to?

Serves individual consumers and some businesses seeking financial advice, particularly around savings and investments, protection, long-term care, wills, trusts, inheritance tax and estate planning,…

Key contacts (1)

Helen Meneilly

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£228.2KEstimate

Founded

22 years ago

Since Dec 2003

Plymouth, Devon

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

1 Lockyer Road, Mannmead

Plymouth, Devon, PL3 4RL

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PRISMATIC WEALTH LIMITED

Prismatic Wealth

Wealth Management

0 employeesInc. 2012Stockton-on-TeesCH 08248348

prismaticwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets25 / 100

Cash87 / 100

Headcount0 / 100

What does PRISMATIC WEALTH LIMITED do?

Provides financial planning and advisory services to individuals and businesses, including pensions, savings and investment advice, protection insurance, employee benefits, and workplace pension…

Who does PRISMATIC WEALTH LIMITED sell to?

Serves a mix of individuals and businesses, including private clients seeking financial planning and business owners or employers needing workplace pensions, employee benefits and protection advice.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.4MEstimate

Founded

13 years ago

Since Oct 2012

Stockton-on-Tees

Financial health

Financial Health

Weak

Weak · -68% CAGR over 4y

Location

Prismatic House Falcon Court, Preston Farm Industrial Estate

Stockton-On-Tees, TS18 3TX

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BULLEY DAVEY WEALTH MANAGEMENT LIMITED

Bulley Davey Wealth Management

Wealth Management

Inc. 2011Spalding, LincolnshireCH 07808812

bulleydaveywm.co.uk

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Financial sub-scores

Computed from 5 filings

Cash85 / 100

What does BULLEY DAVEY WEALTH MANAGEMENT LIMITED do?

Provides independent financial advice to individuals and businesses covering pensions, investments, insurance protection, retirement planning, education funding, estate and intergenerational…

Who does BULLEY DAVEY WEALTH MANAGEMENT LIMITED sell to?

Serves individuals, families and business clients, including retirees, parents planning education costs, people arranging long-term care or later-life lending, and those managing wealth or…

Key contacts (3)

Michael James Gregson

Director

Robin Scott Bates

Director

Darren Anthony William Wakefield

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£994.5KEstimate

Founded

14 years ago

Since Oct 2011

Spalding, Lincolnshire

Financial health

Financial Health

Strong

Location

1-4 London Road

Spalding, Lincolnshire, PE11 2TA

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Planet 3 Wealth Limited

Planet 3 Wealth

Wealth Management

6 employeesInc. 2015SwanseaCH 09907087

planet3wealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets52 / 100

Cash66 / 100

Headcount70 / 100

What does Planet 3 Wealth Limited do?

Provides independent financial planning and advisory services to individuals and businesses, covering investments, savings, pensions and insurance protection. Develops tailored financial plans and…

Who does Planet 3 Wealth Limited sell to?

Serves individuals, families and businesses seeking financial advice in Cardiff, Swansea and surrounding areas, with services primarily targeted at UK customers.

Key contacts (2)

Paolo Nicola Romanello

Director

Richard Mark Stephens

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£281.9KEstimate

Founded

10 years ago

Since Dec 2015

Swansea

Financial health

Financial Health

Healthy

Healthy · Hiring · 5% CAGR over 4y

Hiring

Location

112a St. Teilo Street, Pontarddulais

Swansea, SA4 8SR

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gp3 Financial Solutions Limited

GP3 Financial Solutions

Wealth Management

15 employeesInc. 2002Leicester, LeicestershireCH 04352144

gp3fs.com

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Financial sub-scores

Computed from 5 filings

Net assets31 / 100

Cash57 / 100

Headcount51 / 100

What does gp3 Financial Solutions Limited do?

Provides independent financial advice to individuals and businesses, including pensions, savings and investments, mortgages, protection insurance, workplace auto‑enrolment schemes, inheritance tax…

Who does gp3 Financial Solutions Limited sell to?

Serves individuals, families, retirees, business owners and employers seeking independent financial advice across personal wealth, retirement planning and workplace pension responsibilities.

Key contacts (6)

Emily Ruth Pither

Director

Joanna Miriam Steptoe

Director

Cerys Megan Mann

Director

Jake Karl Alan Mann

Director

John Michael Steptoe

Director

Joel Alexander Pither

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£517.1KEstimate

Founded

24 years ago

Since Jan 2002

Leicester, Leicestershire

Financial health

Financial Health

Stable

Stable · 2% CAGR over 4y

Location

50 Rosemead Drive, Oadby

Leicester, Leicestershire, LE2 5SF

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NORTH EAST FINANCIAL PLANNING LTD

North East Financial Planning

Wealth Management

6 employeesInc. 2015Elgin, MorayCH SC494982

northeastfinancialplanning.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets36 / 100

Cash67 / 100

Headcount40 / 100

What does NORTH EAST FINANCIAL PLANNING LTD do?

Provides financial planning and advisory services, including pensions and retirement planning, investments, savings, protection insurance, and mortgages. Also advises on estate and trust planning,…

Who does NORTH EAST FINANCIAL PLANNING LTD sell to?

Serves individuals and families in the UK seeking financial planning, pensions, retirement, estate/trust, protection and mortgage advice, as well as businesses needing commercial finance,…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£207.4KEstimate

Founded

11 years ago

Since Jan 2015

Elgin, Moray

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

31 High Street

Elgin, Moray, IV30 1EE

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ABJI BAPASHREE HOUSE LIMITED

Glebe Portman

Wealth Management

5 employeesInc. 2015LondonCH 09710792

glebeportman.com/contact-us

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Financial sub-scores

Computed from 3 filings

Cash0 / 100

Headcount40 / 100

What does ABJI BAPASHREE HOUSE LIMITED do?

Provides independent financial planning and advisory services to individuals, families and small to medium‑sized businesses, including guidance on investments, retirement planning, wealth management,…

Who does ABJI BAPASHREE HOUSE LIMITED sell to?

Serves UK-based individuals, families and small to medium-sized businesses seeking financial planning advice, including clients focused on financial security, independence and intergenerational…

Key contacts (1)

Mahesh Premji Varsani

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£71.9KEstimate

Founded

10 years ago

Since Jul 2015

London

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

Shree Swaminarayan Mandir Shree Muktajeevan Swamibapa Complex, Kingsbury Road, Kingsbury

London, NW9 8AQ

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MEDICAL & FINANCIAL LIMITED

Medical & Financial

Wealth Management

4 employeesInc. 2006ST Ives, CambsCH 05684938

medicalandfinancial.com

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Financial sub-scores

Computed from 5 filings

Cash15 / 100

Headcount40 / 100

What does MEDICAL & FINANCIAL LIMITED do?

Provides financial planning and advisory services primarily for doctors and dentists, including advice on investments, savings, pensions, protection and workplace auto‑enrolment schemes, helping…

Who does MEDICAL & FINANCIAL LIMITED sell to?

Targets doctors and dentists across the UK, covering both individual medical professionals and healthcare practice businesses.

Key contacts (2)

Lucy Clare Martensz

Director

Simon Dickerson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£629.7KEstimate

Founded

20 years ago

Since Jan 2006

ST Ives, Cambs

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

16 Silver Lane, Needingworth

St Ives, Cambs, PE27 4SL

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108 more companies and their verified directors are in the file

You’re seeing the top 48. Buy the list to get all 156 with directors, websites and financials.

How Kinsta 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.

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

UK Wealth Management by Hosting & PaaS

Wealth Management Companies Using WP Engine in the UK Wealth Management Companies Using Amazon Web Services in the UK Wealth Management Companies Using SiteGround in the UK Wealth Management Companies Using Amazon S3 in the UK Wealth Management Companies Using Microsoft Azure in the UK

Other Wealth Management technology

Wealth Management Companies Using WordPress in the UK Wealth Management Companies Using reCAPTCHA in the UK Wealth Management Companies Using Google Analytics in the UK Wealth Management Companies Using Cloudflare in the UK Wealth Management Companies Using Google Tag Manager in the UK

Related directories

Companies Using Kinsta in the UK Wealth Management in the UK Wealth Management Companies in the UK Hosting & PaaS Used by UK Wealth Management Companies: Market Share (2026)

Frequently asked questions

How many UK wealth management companies use Kinsta?

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

What share of UK wealth management companies run Kinsta?

Kinsta accounts for 20.7% of UK wealth management companies with a detectable Hosting & PaaS (94 of 455), behind WP Engine (39.8%).

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

What size wealth management companies use Kinsta in the UK?

The median Kinsta-running wealth management company employs 5 people and reports roughly £339k in UK turnover. 1 of the cohort report turnover above £5M.

What do Kinsta-running wealth management companies also run?

80.9% of Kinsta-running UK wealth management companies also run Yoast SEO, 54.3% run Google Maps, 21.3% run Elementor, 21.3% run Gravity Forms. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 204 verified directors — names and roles — across these 94 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 156 companies as a spreadsheet.

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