Wealth Management Companies Using Max Mega Menu in the UK: 65 Active Firms (2026)
Wealth management companies using a detected website menu plugin provide investment planning and portfolio services through UK-facing digital channels.
For wealth managers, a menu-navigation plugin does a fairly prosaic job: it turns a content-heavy advisory site into a navigable set of service lines, client types, insight pages and enquiry routes. Adoption usually points to a marketing-owned website, often built around an established content-management system rather than a bespoke front end. These firms tend to sell trust-based advice to private clients, families, trustees and institutions, so the website has to support education and reassurance before contact. The buying centre is more likely to be a marketing partner, compliance-aware adviser or outsourced web agency than an internal engineering team.
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UK adoption is narrow but visible: 65 actively trading wealth management companies are running the menu-navigation plugin on public sites. Reported employment across the cohort is 362 people, which fits a market led by adviser-led firms rather than software-heavy operators. Within site-plugin detections for UK wealth managers, the system ranks second at 22.7% against a 286-company denominator. Registered offices skew towards the South East at 24.6%, then London at 16.9% and the East of England at 15.4%; the North West and West Midlands each account for 9.2%.
Wealth-management websites sit close to regulated-advice workflows even when the plugin itself is only navigation infrastructure. Menu choices can affect how clients reach risk warnings, suitability material, complaints information and contact routes, so content governance matters more than the technology label. External plugins also bring ordinary procurement questions: update discipline, cookie behaviour, accessibility, hosting dependencies and agency support. The common pattern is not an enterprise software rollout, but a controlled website component inside a sector where client confidentiality, financial-promotion review and audit trails shape apparently small design decisions.
Adoption appears to sit in the pragmatic middle of wealth-management web estates: firms want clearer client segmentation and lower upkeep than bespoke navigation, but many are not rebuilding their front-end stacks from scratch. Future usage tends to depend less on menu design than on wider website governance: privacy controls, performance, content workflows and the ability to connect enquiry journeys with adviser follow-up. Consolidation among website agencies may pull some firms towards bundled site platforms, while established advisory businesses are likely to retain familiar plugins until a rebrand, compliance review or content-system migration forces a decision.
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
Verified directors — included
Adoption by company size
Adoption of Max Mega Menu rises with company size across the trading UK wealth management companies in this cohort. 1% of the 5,347 companies with under 10 employees run Max Mega Menu (55 detected). 2% of the 453 companies with 10–50 employees run Max Mega Menu (9 detected). 3.6% of the 28 companies with over 50 employees run Max Mega Menu (1 detected). That is a 2.6% gap between the over 50 employees and under 10 employees bands.
65
Active firms
2026
22.7%
Of detected WordPress plugins share
UK wealth management
4
Median headcount
Filed accounts
173
Verified directors
Across this cohort
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Key facts
About 4% of the trading cohort reports turnover above £5M (3 of 65 firms) — the rest sits below that revenue band.
The detected menu plugin ranks second by detected share in this wealth-management plugin category, at 22.7% (65) of 286 companies with a detectable system.
The cohort skews towards the South East, which accounts for 24.6% (16), followed by London at 16.9% (11) and the East of England at 15.4% (10).
64.6% (42) of these wealth managers also show the underlying content-management platform, while 52.3% (34) show a web traffic-protection layer.
Client-adjacent tagging is common in the stack: 44.6% (29) show tag-management tooling and 38.5% (25) show web analytics tooling.
Sector tags overlap with adjacent regulated services, including Insurance at 36.9% (24) and Asset Management at 13.8% (9).
WordPress plugins market share among UK Wealth Management
Share of the 286 UK Wealth Management with a detectable system. As of June 2026.
What else do Max Mega Menu-running Wealth Management run?
Share of the 65 Max Mega Menu-running UK companies where each technology was also detected. As of June 2026.
Where Max Mega Menu Wealth Management are, and how healthy they look
By region
By registered-office region; companies without a regional match count toward Rest of UK.
By financial health
From filed accounts; firms with fewer than two filings show as insufficient history.
4
Median headcount
£295.5K
Median UK turnover
4.6%
Above £5M turnover
0
Incorporated since 2022
Verified directors — included in the file
Director names and roles for these 133 companies, alongside financials and websites, in one Excel + CSV file.
Top UK Wealth Management using Max Mega Menu
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.
Financial sub-scores
Computed from 3 filingsProvides financial planning and wealth management advice to individuals, trustees and businesses. Services include investment planning, retirement and pension advice, tax planning, protection,…
Serves private clients, high-income individuals, people with significant capital, trustees and business owners seeking financial planning and wealth management advice.
Financial Health
StableStable · Hiring · 10% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides financial planning and wealth management advice to individuals and businesses. Services include investment and portfolio management, retirement and pension planning, protection planning,…
Serves private individuals, families, business owners and corporate clients seeking financial advice across wealth, retirement, protection, mortgages and intergenerational planning.
Financial Health
DistressedDistressed · -10% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice including personal financial planning, corporate financial planning and investment management. Advises individuals, business owners and trustees on structuring…
Serves individuals, business owners and trustees seeking independent financial advice, financial planning, corporate planning and investment management, with an emphasis on long-term family and…
Financial Health
DistressedDistressed · 0% CAGR over 4y
Location
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Financial sub-scores
Computed from 2 filingsProvides investment management and wealth planning services for clients, including portfolio management and investment oversight. Monitors performance of investee companies and manages client…
Serves private investors and professional clients seeking FCA-regulated investment management and wealth planning support.
Financial Health
HealthyHealthy · 0% CAGR over 1y
Location
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Financial sub-scores
Computed from 4 filingsProvides financial advice and wealth management services as an appointed representative of St. James’s Place Wealth Management. Advises individuals and businesses on investment planning, retirement…
Serves private clients in London and the South East, including senior corporate executives, company directors, retirees and families seeking wealth management and inheritance planning advice.
Financial Health
StableStable · -76% CAGR over 3y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice and planning services, including investment management, pensions and retirement planning, wealth management, protection insurance, and financial planning for…
Serves individuals and families across the UK, including people approaching retirement, building or passing on wealth, young families and busy entrepreneurs; also works through professional…
Financial Health
StableStable · -8% CAGR over 5y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals, trustees and businesses, covering investments, pensions, retirement planning, mortgages, protection insurance and corporate financial planning,…
Serves UK-based individuals, trustees and businesses, particularly around Shaftesbury/Dorset, needing face-to-face financial advice, including older borrowers, mortgage clients, pension and…
Financial Health
WeakWeak · Hiring · 7% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides financial planning and wealth management advice to individuals, business owners and companies, including investment planning, retirement planning, protection, mortgages, corporate financial…
Serves individuals, private clients, business owners, company directors, contractors, medical professionals and family-owned businesses in central Scotland.
Financial Health
HealthyHealthy · Hiring · 17% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides financial planning and wealth management advice as a partner practice of St. James’s Place. Advises clients on investment planning, retirement planning, protection, mortgages, corporate…
Serves private clients and business customers with wealth planning needs, including business owners, senior corporate executives, company directors, City professionals and families considering…
Financial Health
StableStable · 0% CAGR over 2y
Location
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Financial sub-scores
Computed from 3 filingsProvides financial planning and wealth management advice to private and corporate clients. Services include investment planning, retirement planning, protection planning, mortgages, corporate…
Serves both private individuals and corporate clients seeking wealth management advice, including business owners and company directors, across areas such as retirement, investment, protection,…
Financial Health
WeakWeak · 0% CAGR over 2y
Location
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Financial sub-scores
Computed from 3 filingsProvides financial planning and wealth management advice to individuals and businesses, including investment management, retirement planning, protection planning, mortgages, and intergenerational…
Serves affluent individuals and business clients, including business owners, company directors, city professionals, people in retirement, and families managing intergenerational wealth.
Financial Health
WeakWeak · 0% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides personal financial planning and wealth management advice through the St. James’s Place network, including investment portfolio management, pensions and retirement planning, inheritance tax…
Serves individual consumers and families seeking personal financial advice, including investors, retirees, pension holders and those planning inheritance or intergenerational wealth transfer. Also…
Financial Health
WeakWeak · 0% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides personal financial planning and wealth management advice through the St. James’s Place network, including investment management, retirement and pension planning, inheritance tax and…
Targets individuals and families managing investments, pensions, retirement, inheritance and intergenerational wealth, plus clients needing protection, mortgages or specialist banking, and businesses…
Financial Health
WeakWeak · -60% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advisory services including pension and retirement planning, investment advice, estate planning, and personal and corporate protection. Offers financial planning…
Serves individuals, families and corporate clients seeking independent financial advice on retirement, investments, estate planning and protection, with an emphasis on clients in Dorset.
Financial Health
StrongStrong · Growing, Hiring · 12% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial planning and investment advice to individuals and business owners. Services include wealth management, pension and retirement planning, tax and estate planning,…
Serves individuals, families, homeowners and people approaching or in retirement, alongside business owners seeking financial planning support for exits, employee benefits and shareholder protection.
Financial Health
StrongStrong · Growing, Hiring · 6% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides personal financial advice and planning services, including investment planning, retirement and pension planning, inheritance tax and intergenerational wealth planning, protection insurance,…
Serves individuals and families seeking face-to-face financial advice on investments, retirement, inheritance tax and intergenerational planning, plus businesses needing corporate financial services.
Financial Health
HealthyHealthy · Hiring · 19% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice and wealth management services, including investment planning, retirement and pension advice, and lifetime cashflow modelling. Supports clients with long‑term…
Serves private individuals and families seeking fee-based financial advice, particularly clients in London, the South East, East Anglia and the Midlands.
Financial Health
HealthyHealthy · Growing, Hiring · 4% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides independent financial advice and wealth management services including financial planning, pension and investment reviews, and advice for individuals, businesses, directors, medical…
Serves private clients, couples and families, plus business owners, directors, executives, medical professionals, trustees, attorneys, solicitors and accountants in Oxford and Oxfordshire.
Financial Health
StrongStrong · Growing, Hiring · 7% CAGR over 2y
Location
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Financial sub-scores
Computed from 3 filingsProvides financial planning and wealth management services for individuals and business owners, including retirement planning, investment management, tax and estate planning, business financial…
Serves private clients, especially individuals and business owners approaching or in retirement, and employers seeking support for staff financial wellbeing.
Financial Health
HealthyHealthy · -9% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides financial planning and wealth management services for individuals, families, and business owners. Advises on investments, pensions, retirement planning, protection insurance, and estate…
Serves private clients, including individuals, families and business owners, from those starting out to people managing growing wealth or preparing for later life.
Financial Health
StableStable · 0% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides financial advice as a St. James’s Place partner, offering services including investment planning, retirement planning, protection planning, mortgages, corporate financial services, and…
Serves private individuals, families and business owners seeking face-to-face financial advice, including clients with investment, retirement, protection, mortgage and corporate planning needs.
Financial Health
HealthyHealthy · Hiring · 11% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides wealth management and financial planning advice through the St. James’s Place network, including investment planning, retirement and pension advice, inheritance tax and intergenerational…
Serves private individuals and families seeking face-to-face financial advice on investments, retirement, inheritance tax, protection and intergenerational wealth, with additional services for…
Financial Health
StableStable · -18% CAGR over 2y
Location
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Financial sub-scores
Computed from 3 filingsProvides independent financial advice to individuals and businesses, including retirement planning, pension consolidation and defined benefit transfers, investment management, lifetime cashflow…
Serves UK individuals seeking financial advice across retirement, pensions, investments and later-life planning, alongside business owners and employers needing financial planning or employee…
Financial Health
StrongStrong · Growing, Hiring · 10% CAGR over 2y
Location
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Financial sub-scores
Computed from 4 filingsProvides personal financial advice and planning services, including investment management, retirement planning, inheritance tax and intergenerational wealth planning, protection planning, mortgages,…
Serves UK individuals and families seeking face-to-face financial advice, including investors, retirees and people planning pensions, inheritance or intergenerational wealth, plus businesses needing…
Financial Health
WeakWeak · 0% CAGR over 3y
Location
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Financial sub-scores
Computed from 4 filingsProvides personal financial planning and advisory services through the St. James’s Place network, including investment planning, retirement and pension advice, inheritance tax and intergenerational…
Serves individuals and families in the UK seeking face-to-face financial advice, including investors, retirees, pension savers and people planning inheritance or intergenerational wealth; also…
Financial Health
StableStable · 0% CAGR over 3y
Location
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Financial sub-scores
Computed from 5 filingsProvides financial advice and wealth management services, including investment planning, retirement planning, protection planning, mortgages, corporate financial services, and intergenerational…
Serves private clients, families, high-net-worth individuals and business clients seeking wealth management advice, including retirement, protection, mortgage, long-term care and intergenerational…
Financial Health
HealthyHealthy · Hiring · 11% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides financial planning and wealth management advice to private clients, including sports professionals and business owners. Services include investment planning, retirement and pension advice,…
Serves affluent private clients, especially professional sportspeople, entrepreneurs, business owners, company directors and medical professionals, as well as some corporate clients seeking financial…
Financial Health
StableStable · 0% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides financial planning and wealth management advice to private and business clients, including investment planning, retirement planning, protection planning, mortgages, corporate financial…
Serves private individuals, families and business clients seeking financial advice, wealth management, retirement planning, protection, mortgages and corporate financial services.
Financial Health
StableStable · 0% CAGR over 4y
Location
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Financial sub-scores
Computed from 4 filingsProvides independent financial planning and advisory services, including investment planning, retirement planning, tax planning, trusts and estate planning, and protection and insurance advice for…
Serves private individuals and families across the UK, particularly clients building wealth, approaching or in retirement, planning estates, or seeking protection for dependants.
Financial Health
StableStable · -4% CAGR over 3y
Location
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Financial sub-scores
Computed from 3 filingsProvides independent financial planning and advisory services to businesses and individuals, including employee benefits design, group pensions, auto‑enrolment support, investment portfolio advice,…
Serves businesses seeking employee benefits, group pensions and auto-enrolment support, plus directors, entrepreneurs, senior managers and staff needing personal wealth management and financial…
Financial Health
StableStable · 0% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice and planning services to individuals and businesses. Advises on investment planning, pensions and retirement options, life assurance and protection, personal and…
Serves private individuals, business owners, professional introducers and corporate clients seeking independent financial advice and ongoing planning relationships.
Financial Health
HealthyHealthy
Location
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Provides personal financial advice and wealth management services including investment planning, retirement and pension advice, inheritance tax and intergenerational planning, protection planning,…
Serves individuals and families seeking face-to-face financial advice, including investment, retirement, inheritance tax and intergenerational wealth planning, alongside business owners and employers…
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Financial sub-scores
Computed from 3 filingsProvides personal financial planning and advisory services, including investment management, retirement and pension planning, protection and insurance advice, inheritance tax and intergenerational…
Serves UK individuals and families seeking one-to-one financial advice, including people planning investments, retirement, inheritance and intergenerational wealth, plus business clients needing…
Financial Health
HealthyHealthy · 0% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides financial advice and wealth management services, including investment planning, retirement planning, protection planning, mortgages, and corporate financial services. Works with clients to…
Serves private clients, families, retirees and business owners, with some corporate clients, seeking financial advice on wealth, retirement, protection, mortgages and intergenerational planning.
Financial Health
HealthyHealthy · -5% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice and planning for private clients, including pension planning, investment strategy, and inheritance tax planning. Offers personalised consultations and ongoing…
Serves private clients across Scotland and the UK, particularly individuals seeking financial planning support around pensions, investments and inheritance tax.
Financial Health
HealthyHealthy · Hiring · 3% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice to private individuals, including investment planning, pension planning, life insurance and tax planning. Offers personalised financial planning and guidance on…
Serves UK-based private individuals seeking financial advice on investments, pensions, life insurance, tax mitigation and longer-term financial planning.
Financial Health
WeakWeak · Hiring · 5% CAGR over 4y
Location
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Financial sub-scores
Computed from 4 filingsProvides personal financial planning and advice, including investment management, retirement and pension planning, inheritance tax and intergenerational wealth planning, protection planning,…
Serves individuals and families seeking face-to-face financial advice, including investors, retirees and people planning intergenerational wealth, alongside business clients using corporate services.
Financial Health
StrongStrong · 15% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides personal financial advice and wealth management services, including investment planning, retirement and pension advice, inheritance tax and intergenerational planning, protection planning,…
Serves individuals and families seeking personal financial planning, especially investors, retirees and those managing inheritance or intergenerational wealth, with additional corporate clients.
Financial Health
HealthyHealthy · 0% CAGR over 4y
Location
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Provides financial advice and wealth management services including investment planning, retirement and pension advice, inheritance and intergenerational wealth planning, protection products,…
Serves UK individuals and families seeking face-to-face financial advice, including investors, retirees, people planning inheritance or intergenerational wealth, and some business clients needing…
Location
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Provides personal financial advice through a network of advisers, including investment management, retirement and pension planning, inheritance and intergenerational wealth planning, protection…
Serves UK individuals, families and business owners seeking face-to-face financial advice, including clients planning investments, retirement, inheritance, intergenerational wealth and corporate…
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Financial sub-scores
Computed from 3 filingsProvides financial planning and wealth management advice as a partner practice of St. James’s Place. Advises individuals and business owners on investment planning, retirement planning, protection,…
Serves affluent individuals, business owners and company directors with higher-than-average incomes or accumulated capital, including clients with complex personal, retirement, protection and…
Financial Health
StrongStrong · Growing, Hiring · 20% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides personal financial planning and advice, including investment management, retirement and pension planning, inheritance tax and intergenerational wealth planning, protection insurance advice,…
Serves individuals and families seeking face-to-face financial advice, including investment, retirement and inheritance planning, plus business clients needing corporate financial planning support.
Financial Health
StrongStrong · Hiring · 32% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides personal financial advice through the St. James’s Place network, covering investment planning, retirement and pension planning, inheritance tax and intergenerational wealth planning,…
Serves UK individuals and families seeking face-to-face financial advice, including investors, retirement planners and people managing inheritance or intergenerational wealth, with services also…
Financial Health
HealthyHealthy · 0% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides personal financial planning and wealth management services as a partner practice of St. James’s Place, advising individuals and families on investments, pensions and retirement planning,…
Serves private individuals and families seeking face-to-face financial advice, including investment, retirement, inheritance tax and intergenerational wealth planning, alongside some corporate…
Financial Health
HealthyHealthy · 0% CAGR over 2y
Location
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Computed from 5 filingsProvides financial planning and wealth management advice to individuals and families, including investment management, pension and retirement planning, inheritance tax and intergenerational planning,…
Serves private clients and families seeking financial planning, plus business clients needing corporate financial services.
Financial Health
HealthyHealthy · Hiring · 15% CAGR over 5y
Location
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Provides financial advice and wealth management services including investment planning, retirement and pension advice, inheritance tax and intergenerational planning, protection products, mortgages,…
Serves UK individuals, families and business clients seeking face-to-face financial advice, especially people planning investments, pensions, inheritance and intergenerational wealth, protection,…
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Provides personal financial advice and wealth management services, including investment planning, retirement and pension planning, inheritance tax and intergenerational planning, protection planning,…
Serves UK individuals and families seeking face-to-face financial advice, including investors, retirees and people planning inheritance or intergenerational wealth, plus businesses using corporate…
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Financial sub-scores
Computed from 5 filingsProvides financial planning and wealth management advice to individuals, families and businesses, including investment planning, retirement planning, protection, mortgages and corporate financial…
Serves individuals, families and businesses in the North-West, including business owners, company directors, contractors and clients seeking wealth management, retirement, protection, mortgage or…
Financial Health
StrongStrong · Growing · 2% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides financial advice and wealth management services including investment planning, retirement planning, protection insurance, mortgages, and intergenerational wealth planning, as an appointed…
Serves individual clients seeking personal wealth management advice, including investment, retirement, protection, mortgage and intergenerational planning, as well as businesses needing corporate…
Financial Health
StrongStrong · Growing, Hiring · 2% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides personal financial advice and wealth management services through the St. James’s Place network, including investment planning, retirement and pension advice, inheritance tax and…
Serves individuals and families seeking face-to-face financial advice, especially for investments, retirement, inheritance and protection, with additional services for business owners and employers…
Financial Health
StrongStrong · Growing · 0% CAGR over 5y
Location
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How Max Mega Menu usage is detected
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.
Max Mega Menu is a trademark of its respective owner. Firmbase is not affiliated with, sponsored by, or endorsed by the trademark owner.
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Frequently asked questions
How many UK wealth management companies use Max Mega Menu?
What share of UK wealth management companies run Max Mega Menu?
How is Max Mega Menu usage detected?
What size wealth management companies use Max Mega Menu in the UK?
What do Max Mega Menu-running wealth management companies also run?
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