Wealth Management Companies Using MonsterInsights in the UK: 53 Active Firms (2026)

Updated June 2026

Wealth management firms using website analytics advise clients on investments while measuring digital journeys and lead sources in the UK.

For wealth managers, the analytics plug-in sits between the public website, enquiry forms and client-acquisition reporting. Adoption usually points to a firm with an active direct channel, regular content production and a marketing or operations lead who wants source-level visibility without moving the whole site onto a heavier analytics stack. The cohort is mostly small to mid-market, serving private clients, families, trusts and intermediaries. In practice, the system tends to support attribution for adviser enquiries, event registration, guide downloads and referral campaigns, rather than high-volume ecommerce or self-serve onboarding.

Across the UK, 53 wealth management firms running this analytics stack are actively trading. Reported employment totals 369 people, which points to an adopter base made up mainly of adviser-led and owner-managed firms rather than national platforms. Within wealth management analytics adoption, the stack ranks third, detected across 5.4% of a 976-firm sector denominator. The regional pattern is not London-only: the North West accounts for 20.8% of the cohort, followed by the South East at 15.1%, London at 11.3%, and Northern Ireland and the East of England at 9.4% each.

Regulated wealth managers treat website analytics as part of client acquisition, financial-promotion governance and privacy compliance, not just marketing measurement. FCA expectations around fair, clear and not misleading communications shape what can be inferred from content engagement, while ICO and GDPR obligations affect cookie consent, form tracking and retention of enquiry metadata. Procurement also tends to be cautious: firms often prefer site-level tools that can be operated by marketing staff or external web agencies, with limited integration into portfolio, suitability or client-record systems.

Adoption appears likely to remain selective. The stack suits firms that still depend on content-led websites, adviser referrals and local reputation, but want clearer visibility over which pages and campaigns generate qualified enquiries. Larger wealth managers tend to have broader analytics and compliance teams, so they may favour more configurable measurement environments. Smaller firms may keep simpler reporting if the compliance overhead feels disproportionate. Over time, use of this type of plug-in is likely to be shaped less by analytics ambition than by consent management, agency preferences and consolidation in website operations.

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 MonsterInsights rises with company size across the trading UK wealth management companies in this cohort. 0.7% of the 5,347 companies with under 10 employees run MonsterInsights (38 detected). 3.1% of the 453 companies with 10–50 employees run MonsterInsights (14 detected). 3.6% of the 28 companies with over 50 employees run MonsterInsights (1 detected). That is a 2.9% gap between the over 50 employees and under 10 employees bands.

Active firms

2026

5.4%

Of detected Analytics share

UK wealth management

Median headcount

Filed accounts

113

Verified directors

Across this cohort

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Key facts

1% of the cohort was incorporated since 2022 (1 firms), so a sizeable share is in its first few filing cycles.

Within wealth management, this analytics plug-in ranks third by detected analytics share, appearing on 5.4% (53) of the 976 companies with a detectable system.

Every company in the cohort also has a CMS and a separate analytics tag detected, both at 100.0% (53).

SEO and form-capture tooling are common in the same stacks: 54.7% (29) run an SEO plug-in, while 49.1% (26) run a contact-form plug-in.

Registered addresses skew towards the North West, which accounts for 20.8% (11), ahead of the South East at 15.1% (8) and London at 11.3% (6).

Sector tags overlap with adjacent financial services: 35.8% (19) are also tagged Insurance, 13.2% (7) Retail Banking and 9.4% (5) Asset Management.

Analytics market share among UK Wealth Management

MonsterInsights

Dynatrace

Other / long tail

Share of the 976 UK Wealth Management with a detectable system. As of June 2026.

What else do MonsterInsights-running Wealth Management run?

Share of the 53 MonsterInsights-running UK companies where each technology was also detected. As of June 2026.

Where MonsterInsights Wealth Management are, and how healthy they look

By region

North West

South East

London

Northern Ireland

East of England

Rest of UK

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

By financial health

Strong

Healthy

Stable

Weak

Distressed

Insufficient history

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

Median headcount

£347.6K

Median UK turnover

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 107 companies, alongside financials and websites, in one Excel + CSV file.

Top UK Wealth Management using MonsterInsights

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

TIML LTD

Tacit Investment Management

Wealth ManagementAsset Management

0 employeesInc. 2014LondonCH 09228395

tacitim.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash66 / 100

Headcount0 / 100

What does TIML LTD do?

Provides wealth and investment management services for private clients and advisers, including discretionary portfolio management, managed portfolio services, financial planning and advice, and…

Who does TIML LTD sell to?

Serves private clients including entrepreneurs, high earners, business owners, retired people and families, as well as financial advisers, professional intermediaries, pension funds and institutions.

Key contacts (2)

William Peter James Jensen

Director

Kypros Charalambous

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.1M

Founded

11 years ago

Since Sep 2014

London

Financial health

Financial Health

Healthy

Healthy · -61% CAGR over 4y

Location

14 Hanover Square

London, W1S 1HN

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4 SHIRES ASSET MANAGEMENT LTD

4 Shires Asset Management

Wealth ManagementAsset Management

5 employeesInc. 2011Gillingham, DorsetCH 07657527

4-shires.com

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Financial sub-scores

Computed from 3 filings

Net assets41 / 100

Cash86 / 100

Headcount23 / 100

What does 4 SHIRES ASSET MANAGEMENT LTD do?

Provides discretionary portfolio management, investment management and financial planning for individuals and families. Manages personal and corporate pensions including SIPPs, SSASs and group…

Who does 4 SHIRES ASSET MANAGEMENT LTD sell to?

Serves private individuals and families seeking wealth, pension and financial planning advice, as well as businesses needing corporate pension management.

Key contacts (4)

Gavin Ian Arthur Stuart Cuthbert

Director

James Nicholas Wheeler

Director

Jeremy Rondel le Sueur

Director

Richard William George Simpson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£211.5KEstimate

Founded

15 years ago

Since Jun 2011

Gillingham, Dorset

Financial health

Financial Health

Stable

Stable · -9% CAGR over 2y

Location

Shires House, School Lane

Gillingham, Dorset, SP8 4QW

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Tacit Management Limited

Tacit Investment Management

Wealth ManagementAsset ManagementPrivate Equity

1 employeesInc. 2012Widnes, CheshireCH 08290294

tacitim.com

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash0 / 100

What does Tacit Management Limited do?

Provides wealth and investment management services, including discretionary portfolio management, financial planning and advice, custody and execution, and managed portfolio services for financial…

Who does Tacit Management Limited sell to?

Serves affluent individuals and families, including entrepreneurs, high earners, business owners and retirees, as well as financial advisers and professional intermediaries seeking investment options…

Key contacts (1)

Linda Dodd

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£6.4KEstimate

Founded

13 years ago

Since Nov 2012

Widnes, Cheshire

Financial health

Financial Health

Distressed

Financial distressTechnical insolvency

Location

5 Marlborough Crescent

Widnes, Cheshire, WA8 9EJ

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Rutherford Hughes Limited

Rutherford Hughes

Wealth Management

5 employeesInc. 2016Newcastle Upon TyneCH 10431722

rutherfordhughes.com

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Financial sub-scores

Computed from 5 filings

Net assets78 / 100

Cash100 / 100

Headcount40 / 100

What does Rutherford Hughes Limited do?

Provides independent financial advice and wealth management services, including wealth planning, investment management, cashflow and cash resource management, and family governance support for…

Who does Rutherford Hughes Limited sell to?

Serves UK-based private clients, families, business owners and entrepreneurs, including people managing family wealth, recent inheritances, retirement planning or cash resources.

Key contacts (1)

Peter Robert Rutherford

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£262.6KEstimate

Founded

9 years ago

Since Oct 2016

Newcastle Upon Tyne

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 4y

Growing

Location

Collingwood Buildings, 38 Collingwood Street

Newcastle Upon Tyne, NE1 1JF

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S&T Wealth Management

Wealth ManagementAsset Management

11 employeesInc. 2009LondonCH OC344828

sandtwealth.com/about-us

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Financial sub-scores

Computed from 4 filings

Headcount19 / 100

What does S&T Wealth Management do?

Provides wealth management and investment portfolio management services. Manages client assets held in general investment accounts, ISAs, SIPPs, SSAS pensions, trusts and charities, and offers…

Who does S&T Wealth Management sell to?

Serves private wealth clients, pension holders, trustees and charities, including those with ISAs, SIPPs, SSAS pensions, trusts and general investment accounts.

Key contacts (4)

Nicola Clare Strosnider

Llp Member

Kathryn Alexandra Edwards

Llp Member

Richard Martin Peskin

Llp Member

Bruce Heywood Nicholson

Llp Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£395.6KEstimate

Founded

17 years ago

Since Apr 2009

London

Financial health

Financial Health

Distressed

Distressed · -6% CAGR over 4y

Financial distress

Location

Aston House, Cornwall Avenue

London, N3 1LF

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GRACECHURCH WEALTH MANAGEMENT LLP

Gracechurch Wealth Management

Wealth Management

21 employeesInc. 2006Milton Keynes, BucksCH OC320661

gracechurchwm.com

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount56 / 100

What does GRACECHURCH WEALTH MANAGEMENT LLP do?

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

Who does GRACECHURCH WEALTH MANAGEMENT LLP sell to?

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

Key contacts (1)

Jason Richard Edlington Bevan

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.2M

Founded

20 years ago

Since Jun 2006

Milton Keynes, Bucks

Financial health

Financial Health

Healthy

Healthy · Hiring · 5% CAGR over 2y

Hiring

Location

Efx House 1 Boycott Avenue, Oldbrook

Milton Keynes, Bucks, MK6 2RW

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S&T Wealth

Wealth ManagementAsset Management

2 employeesInc. 2011Bridport, DorsetCH OC371098

sandtwealth.com

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What does S&T Wealth do?

Provides wealth management, portfolio management and investment advisory services. Develops and manages investment portfolios and financial strategies for individuals, families, trustees and…

Who does S&T Wealth sell to?

Serves individuals and families, professional advisers such as IFAs, solicitors and accountants, and trustees and charities in Cheshire and across the UK.

Key contacts (1)

Jeremy David Major Kennard

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£18.9KEstimate

Founded

14 years ago

Since Dec 2011

Bridport, Dorset

Financial health

—

Financial Health

N/A

Location

Knapp Farmhouse, Powerstock

Bridport, Dorset, DT6 3TF

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Juniper Wealth Management Limited

Juniper Wealth Management

Wealth Management

5 employeesInc. 2011PrestonCH 07588034

juniperwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Juniper Wealth Management Limited do?

Provides financial planning and investment advice, developing evidence‑based strategies for wealth management, retirement, tax planning and portfolio management. Works with professionals, business…

Who does Juniper Wealth Management Limited sell to?

Serves dentists, doctors, business owners and directors, senior executives, professionals, wealthy individuals and families, charities, non-profits and trustees across the UK.

Key contacts (1)

Jonathan Leonard Doyle

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£263.3KEstimate

Founded

15 years ago

Since Apr 2011

Preston

Financial health

100

Financial Health

Strong

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

GrowingHiring

Location

The Old Dock House 90 Watery Lane, Ashton-On-Ribble

Preston, PR2 1AU

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Stewardship Wealth Limited

Stewardship Wealth

Wealth Management

7 employeesInc. 2017InverurieCH SC569113

stewardshipwealth.uk

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Financial sub-scores

Computed from 3 filings

Net assets31 / 100

Headcount100 / 100

What does Stewardship Wealth Limited do?

Provides financial planning and wealth management services, including investment portfolio management, pension and retirement planning, tax planning, and lifetime cashflow modelling to support…

Who does Stewardship Wealth Limited sell to?

Serves private individuals and families, particularly people approaching or in retirement, widowed clients, and those with dependants or substantial savings, pensions or investments.

Key contacts (1)

Simon Timothy Glazier

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£321.2KEstimate

Founded

9 years ago

Since Jun 2017

Inverurie

Financial health

Financial Health

Stable

Stable · Hiring · 32% CAGR over 2y

Hiring

Location

Crichiebank Business Centre, Mill Road

Inverurie, AB51 5NQ

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I PLANNING WEALTH MANAGEMENT LTD

I Planning Wealth Management

Wealth Management

10 employeesInc. 2010Ammanford, CarmarthenshireCH 07450322

i-planning.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets61 / 100

Headcount93 / 100

What does I PLANNING WEALTH MANAGEMENT LTD do?

Provides independent financial advice and wealth management services to individuals, couples and families. Advises on investment and retirement planning, retirement income strategies, long‑term…

Who does I PLANNING WEALTH MANAGEMENT LTD sell to?

Serves UK-resident individuals, couples and families seeking ongoing financial advice for wealth building, retirement planning, retirement income, later-life wealth management and intergenerational…

Key contacts (3)

Aled Wyn

Director

Hywel Wyn Jones

Director

Angharad Lloyd Jones

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£420.6KEstimate

Founded

15 years ago

Since Nov 2010

Ammanford, Carmarthenshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 9% CAGR over 4y

Hiring

Location

6 College Street

Ammanford, Carmarthenshire, SA18 3AF

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Temple Row Financial Ltd

Temple Row Wealth Management

Wealth Management

7 employeesInc. 2014LichfieldCH 08996016

templerow.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets0 / 100

Cash8 / 100

Headcount100 / 100

What does Temple Row Financial Ltd do?

Provides wealth management and financial planning services including retirement, inheritance and tax planning, legacy and charitable trust planning, and long‑term care planning. Advises entrepreneurs…

Who does Temple Row Financial Ltd sell to?

Serves affluent and aspiring affluent individuals, families, professionals and entrepreneurs in the UK, including business owners planning growth, exit or succession and clients seeking retirement,…

Key contacts (1)

Stephen Christopher Moseley

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£92KEstimate

Founded

12 years ago

Since Apr 2014

Lichfield

Financial health

Financial Health

Weak

Weak · Hiring · 53% CAGR over 2y

HiringFinancial distressTechnical insolvency

Location

Charter House, Sandford Street

Lichfield, WS13 6QA

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Hundle

Wealth ManagementAsset Management

5 employeesInc. 2018LondonCH 11368910

hundle.co

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Financial sub-scores

Computed from 3 filings

Profitability100 / 100

Cash100 / 100

Headcount75 / 100

What does Hundle do?

Provides investment management, wealth structuring, investment consulting and credit services for private individuals, family offices and institutional investors, including portfolio management,…

Who does Hundle sell to?

Serves private individuals, family offices and institutional investors, covering both consumer wealth clients and professional investment buyers.

Key contacts (1)

Harinder Singh Paul Hundle

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£77.8KEstimate

Founded

8 years ago

Since May 2018

London

Financial health

Financial Health

Strong

Strong · Profitable, Hiring · 12% CAGR over 2y

ProfitableHiring

Location

27 Albemarle Street, Mayfair

London, W1S 4HZ

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CLEAR CUT FINANCIAL PLANNING LIMITED

Clear CUT Financial Planning

Wealth Management

21 employeesInc. 2012Ledsham, CheshireCH 08116449

clearcutfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets16 / 100

Cash100 / 100

Headcount100 / 100

What does CLEAR CUT FINANCIAL PLANNING LIMITED do?

Provides personal financial planning and wealth management services including retirement and pension planning, investment advice, inheritance tax planning, and guidance for individuals and business…

Who does CLEAR CUT FINANCIAL PLANNING LIMITED sell to?

Serves individuals, families and business owners managing personal wealth, with audiences including retirees, women, families planning intergenerational wealth transfer, and people securing finances…

Key contacts (1)

Jane Elizabeth Gow

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£512.4KEstimate

Founded

14 years ago

Since Jun 2012

Ledsham, Cheshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 13% CAGR over 4y

Hiring

Location

Longview House Inglewood Manor, Badgers Rake Lane

Ledsham, Cheshire, CH66 8PF

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Watermark Wealth Management Limited

Watermark Wealth Management

Wealth Management

15 employeesInc. 2012Burnham-on-SEACH 08210691

wwm.ltd

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Financial sub-scores

Computed from 5 filings

Net assets43 / 100

Cash94 / 100

Headcount40 / 100

What does Watermark Wealth Management Limited do?

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

Who does Watermark Wealth Management Limited sell to?

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

Key contacts (2)

James Edward Cannard

Director

Mark Andrew Woods

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£941KEstimate

Founded

13 years ago

Since Sep 2012

Burnham-on-SEA

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Manor House, Manor Road

Burnham-On-Sea, TA8 2AS

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Graham Grant IFA Limited

Lomond Wealth

Wealth ManagementAsset Management

2 employeesInc. 2000StirlingCH SC207144

lomondwealth.com

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Financial sub-scores

Computed from 5 filings

Net assets49 / 100

Cash91 / 100

Headcount11 / 100

What does Graham Grant IFA Limited do?

Provides independent financial advice and wealth management services, including retirement planning, investment planning, protection insurance advice, and inheritance planning. Works with individuals…

Who does Graham Grant IFA Limited sell to?

Serves individuals and families in Scotland, especially people approaching retirement or managing wealth, investments, protection needs and inheritance planning for themselves and their families.

Key contacts (1)

Susan Elizabeth Lafferty

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£50.7KEstimate

Founded

26 years ago

Since May 2000

Stirling

Financial health

Financial Health

Stable

Stable · -10% CAGR over 4y

Location

Pavilion 1 Castlecraig Business Park, Players Road

Stirling, FK7 7SH

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Price Ferguson Limited

Price Ferguson Wealth Management

Wealth Management

15 employeesInc. 1999SurreyCH 03893166

priceferguson.com

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Financial sub-scores

Computed from 5 filings

Net assets35 / 100

Cash87 / 100

Headcount40 / 100

What does Price Ferguson Limited do?

Provides independent financial planning and wealth management services, including investment advice, retirement planning, inheritance tax planning, life and income protection, equity release, and…

Who does Price Ferguson Limited sell to?

Serves individuals, families and business owners across Surrey and the South East seeking independent financial advice for retirement, investments, protection, inheritance planning, later-life needs…

Key contacts (1)

Gregory Francis Pierre-Marie Tichbon

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£501.4KEstimate

Founded

26 years ago

Since Dec 1999

Surrey

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

100 High Path Road, Guildford

Surrey, GU1 2QP

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BPH Wealth Management LLP

BpH

Wealth Management

20 employeesInc. 2007Harpenden, HertsCH OC332832

bphwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets94 / 100

Cash58 / 100

Headcount66 / 100

What does BPH Wealth Management LLP do?

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

Who does BPH Wealth Management LLP sell to?

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

Key contacts (3)

Darren John Weeks

Llp Member

Hannah Frances Freedman

Llp Member

Michael Augustus Freedman

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£628KEstimate

Founded

18 years ago

Since Nov 2007

Harpenden, Herts

Financial health

Financial Health

Healthy

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

GrowingHiring

Location

Oddstones House, Thompsons Close

Harpenden, Herts, AL5 4ES

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Bailey Financial Services (Preston) Limited

Baileys Financial Services

Wealth Management

6 employeesInc. 2007Pope Lane Whitestake Preston, LancashireCH 06380493

bailey-fs.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash70 / 100

Headcount26 / 100

What does Bailey Financial Services (Preston) Limited do?

Provides independent financial advice and planning services, including mortgages, insurance, retirement and pension planning, investment and wealth management, estate and trustee advice, and…

Who does Bailey Financial Services (Preston) Limited sell to?

Serves individuals, high-net-worth clients, professionals, trustees, business owners, start-ups, established companies, partnerships and the self-employed seeking financial, mortgage and wealth…

Key contacts (1)

Sarah Rebecca Edwards

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£466.4KEstimate

Founded

18 years ago

Since Sep 2007

Pope Lane Whitestake Preston, Lancashire

Financial health

Financial Health

Healthy

Healthy · -4% CAGR over 4y

Location

Map of Pope Lane Whitestake Preston, Lancashire

Thomas House, Meadowcroft Business Park

Pope Lane Whitestake Preston, Lancashire, PR4 4AZ

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AUTONOMY WEALTH LIMITED

Autonomy Wealth

Wealth Management

10 employeesInc. 2015WolverhamptonCH 09560129

autonomywealth.com

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Financial sub-scores

Computed from 3 filings

Net assets9 / 100

Cash25 / 100

Headcount40 / 100

What does AUTONOMY WEALTH LIMITED do?

Provides independent financial advice and wealth management services including investment planning, retirement planning and portfolio management. Also advises businesses on workplace pensions and…

Who does AUTONOMY WEALTH LIMITED sell to?

Serves UK-based senior executives, professionals, business owners and retirees seeking personal financial advice, especially those with retirement funds over £200k, plus employers needing workplace…

Key contacts (1)

Nigel Bruce Murdock

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£881.3KEstimate

Founded

11 years ago

Since Apr 2015

Wolverhampton

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

The Boot Factory, 22 Cleveland Road

Wolverhampton, WV2 1BH

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Alextra Wealth Management Limited

Hexagon Wealth Management

Wealth Management

7 employeesInc. 2005Crewe, CheshireCH 05541620

alextrawealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets65 / 100

Cash100 / 100

Headcount100 / 100

What does Alextra Wealth Management Limited do?

Provides independent financial planning and wealth management services for individuals and businesses, including pension and retirement planning, investment advice, tax planning, risk management, and…

Who does Alextra Wealth Management Limited sell to?

Serves private individuals, families, retirees and business owners, alongside small businesses seeking support with personal and business financial planning.

Key contacts (2)

Steven Paul Pepper

Director

Mathew Weaver

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£300.3KEstimate

Founded

20 years ago

Since Aug 2005

Crewe, Cheshire

Financial health

Financial Health

Strong

Strong · Hiring · 15% CAGR over 4y

Hiring

Location

7-9 Macon Court

Crewe, Cheshire, CW1 6EA

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SANDS WEALTH MANAGEMENT LIMITED

Sands Wealth Management

Wealth Management

0 employeesInc. 2009Solihull, West MidlandsCH 06945525

sandswealthmanagement.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets96 / 100

Cash82 / 100

Headcount0 / 100

What does SANDS WEALTH MANAGEMENT LIMITED do?

Provides personal financial planning and advisory services, including investment planning, retirement planning, inheritance planning and wealth protection. Advises private and corporate clients on…

Who does SANDS WEALTH MANAGEMENT LIMITED sell to?

Serves private clients and families seeking personal financial advice, alongside corporate clients needing business financial planning. Targets individuals planning investments, retirement,…

Key contacts (1)

Jonathan Howard Sands

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£406.6KEstimate

Founded

17 years ago

Since Jun 2009

Solihull, West Midlands

Financial health

Financial Health

Healthy

Healthy · -64% CAGR over 4y

Location

Lumaneri House Blythe Gate, Blythe Valley Park

Solihull, West Midlands, B90 8AH

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1ST FINANCIAL SERVICES(LONDON) LIMITED

1st Financial Foundations

Wealth Management

6 employeesInc. 2006BucksCH 05837853

1stff.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets75 / 100

Headcount26 / 100

What does 1ST FINANCIAL SERVICES(LONDON) LIMITED do?

Provides independent financial advice and planning services, including cashflow planning, pensions and retirement advice, savings and investment guidance, mortgage and protection advice, and wills,…

Who does 1ST FINANCIAL SERVICES(LONDON) LIMITED sell to?

Serves professionals, business owners, self-employed people, contractors and families seeking personal financial advice, with an explicit focus on clients in Milton Keynes and London.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£176.9KEstimate

Founded

20 years ago

Since Jun 2006

Bucks

Financial health

Financial Health

Stable

Stable · -4% CAGR over 4y

Location

11 Shirwell Crescent, Furzton Lake, Milton Keynes

Bucks, MK4 1GA

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Jigsaw Financial Associates Limited

Jigsaw Financial Associates

Wealth ManagementInsurance

6 employeesInc. 2009ArmaghCH NI601524

jigsawfinancial.com

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Financial sub-scores

Computed from 5 filings

Net assets11 / 100

Headcount70 / 100

What does Jigsaw Financial Associates Limited do?

Provides financial planning and advisory services for individuals and businesses, including mortgages, savings and investments, retirement and inheritance tax planning, life and health insurance,…

Who does Jigsaw Financial Associates Limited sell to?

Serves individuals and families seeking personal financial advice, plus businesses of all sizes and their staff needing protection, pensions, insurance and benefits support, primarily across Northern…

Key contacts (2)

Gerald Michael Kelly

Director

Richard Behan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£79KEstimate

Founded

16 years ago

Since Dec 2009

Armagh

Financial health

Financial Health

Weak

Weak · Hiring · 5% CAGR over 4y

Hiring

Location

Suite 1 Formation Works, 2 Edenavays Road

Armagh, BT60 1NF

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HWIFM Ltd

Hwifm

Wealth Management

13 employeesInc. 2021Holmes Chapel, CheshireCH 13569172

hwifm.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does HWIFM Ltd do?

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

Who does HWIFM Ltd sell to?

Serves business owners, families and individuals, including people planning for retirement, inheritance, family protection or long-term care funding, and employers considering workplace pension needs.

Key contacts (1)

Gary Peter Makin

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£589.6KEstimate

Founded

4 years ago

Since Aug 2021

Holmes Chapel, Cheshire

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 260% CAGR over 2y

GrowingHiring

Location

1 Allum Brook Barns, London Road

Holmes Chapel, Cheshire, CW4 8AX

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Pennymatters Limited

Pennymatters

Wealth Management

13 employeesInc. 2010Bracknell, BerkshireCH 07331832

pennymatters.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets53 / 100

Cash62 / 100

Headcount53 / 100

What does Pennymatters Limited do?

Provides independent financial planning and advisory services including investment management, retirement and pension planning, insurance protection advice, mortgage advice, estate planning, and…

Who does Pennymatters Limited sell to?

Serves private individuals and families seeking financial planning, pensions, investments, mortgages, protection and estate planning, alongside businesses looking to improve employee benefits…

Key contacts (2)

Mark Daniel George Trainor

Director

Keith Malcolm David Penny

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.6MEstimate

Founded

15 years ago

Since Jul 2010

Bracknell, Berkshire

Financial health

Financial Health

Stable

Stable · 3% CAGR over 3y

Location

Building 329, Doncastle Road

Bracknell, Berkshire, RG12 8PE

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THISTLE FINANCIAL SERVICES LIMITED

Thistle Financial Services

Wealth ManagementAsset Management

5 employeesInc. 2022Hartest, SuffolkCH 14179782

thistlefinancial.ca

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Headcount40 / 100

What does THISTLE FINANCIAL SERVICES LIMITED do?

Provides financial planning and advisory services including investment planning, retirement planning, insurance and risk management, tax planning, and portfolio management. Offers tailored financial…

Who does THISTLE FINANCIAL SERVICES LIMITED sell to?

Serves individuals, families and businesses seeking financial planning, investment, retirement, insurance, tax, estate and employee benefits advice.

Key contacts (2)

Ewan William Donald

Director

Moyrah Donald

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£34.5KEstimate

Founded

4 years ago

Since Jun 2022

Hartest, Suffolk

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 2y

Location

Sturgeons Hall, The Green

Hartest, Suffolk, IP29 4DH

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E S Walton (Property) LLP

E.S. Walton (property)

Wealth Management

Inc. 2007Liverpool, MerseysideCH OC326016

eswalton.co.uk

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What does E S Walton (Property) LLP do?

Provides independent financial planning and advisory services, including lifestyle-based financial plans, cashflow modelling, wealth building strategies, retirement planning, and guidance during…

Who does E S Walton (Property) LLP sell to?

Serves UK individuals, families and business owners facing major financial life transitions, including building wealth, planning retirement or selling a business.

Key contacts (2)

Alexander Gale Northover

Llp Designated Member

Catherine Anne Allnutt

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£45.1KEstimate

Founded

19 years ago

Since Feb 2007

Liverpool, Merseyside

Financial health

—

Financial Health

N/A

Location

70 Tradewind Square, Liberty Place

Liverpool, Merseyside, L1 5BG

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E. S. Walton & Company (Management) LLP

E S Walton

Wealth Management

Inc. 2007Liverpool, MerseysideCH OC328553

eswalton.co.uk

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What does E. S. Walton & Company (Management) LLP do?

Provides independent financial planning and advisory services to individuals and families. Services include lifestyle financial planning, cashflow modelling, retirement and wealth planning, and…

Who does E. S. Walton & Company (Management) LLP sell to?

Serves individual UK clients and families seeking personal financial planning, especially people building wealth, preparing for retirement, or navigating major life transitions such as selling a…

Key contacts (2)

Jonathan James Northover

Llp Designated Member

Catherine Anne Allnutt

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£35.5KEstimate

Founded

19 years ago

Since May 2007

Liverpool, Merseyside

Financial health

—

Financial Health

N/A

Location

70 Tradewind Square, Liberty Place

Liverpool, Merseyside, L1 5BG

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Clarity Wealth Limited

Clarity Wealth

Wealth Management

7 employeesInc. 2016Leeds, West YorkshireCH 10310076

claritywealth.co.uk

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Financial sub-scores

Computed from 3 filings

Headcount100 / 100

What does Clarity Wealth Limited do?

Provides independent financial advice on pensions, investments and wealth management. Offers retirement planning, tax‑efficient investment strategies and ongoing financial planning for individuals…

Who does Clarity Wealth Limited sell to?

Serves individuals, families and business owners seeking financial advice, including people approaching retirement, ready to retire or already retired.

Key contacts (1)

Richard Lester Platt

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£433.6KEstimate

Founded

9 years ago

Since Aug 2016

Leeds, West Yorkshire

Financial health

100

Financial Health

Strong

Strong · Hiring · 32% CAGR over 2y

Hiring

Location

Beechwood House Beechwood Estate, Roundhay

Leeds, West Yorkshire, LS8 2LQ

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Prosperity IFA Limited

Prosperity IFA

Wealth Management

5 employeesInc. 2011Crowborough, East SussexCH 07538346

prosperityifa.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash13 / 100

Headcount100 / 100

What does Prosperity IFA Limited do?

Provides independent financial advice and planning services to individuals and businesses, including wealth management, mortgage advice, workplace pension planning, employee benefits consulting, and…

Who does Prosperity IFA Limited sell to?

Serves a mix of B2C and B2B clients, including individuals, families, first-time buyers, remortgagers and property investors, plus businesses needing workplace pensions, employee benefits, business…

Key contacts (1)

Simon Charles Director Munday

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£370.6KEstimate

Founded

15 years ago

Since Feb 2011

Crowborough, East Sussex

Financial health

Financial Health

Healthy

Healthy · Hiring · 28% CAGR over 4y

Hiring

Location

Tubwell Farm, Tubwell Lane

Crowborough, East Sussex, TN6 3RQ

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TAYLOR MADE FINANCIAL PLANNING LLP

Taylormade Financial Planning

Wealth Management

24 employeesInc. 2010Esher, SurreyCH OC358445

tmfp.co.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount40 / 100

What does TAYLOR MADE FINANCIAL PLANNING LLP do?

Provides financial planning and advisory services for individuals and business owners, including guidance on savings and investments, pensions, mortgages and personal insurance, and ongoing review…

Who does TAYLOR MADE FINANCIAL PLANNING LLP sell to?

Serves a mix of consumers and businesses, primarily individuals, entrepreneurs and business owners needing financial planning support for personal wealth, pensions, investments, mortgages and…

Key contacts (6)

Adam Kittredge

Llp Member

Claire Vanessa Harlow

Llp Member

Caroline Stone

Llp Member

Helen Louise Ross

Llp Member

Annette Katherine Hender

Llp Designated Member

Pamela Mildred Murphy

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

15 years ago

Since Oct 2010

Esher, Surrey

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 2y

Location

Torrington House 111 Hare Lane, Claygate

Esher, Surrey, KT10 0QY

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APEX CB FINANCIAL PLANNING LTD

Apex CB

Wealth Management

7 employeesInc. 2004PooleCH 05082939

apexcb.com

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Financial sub-scores

Computed from 5 filings

Net assets74 / 100

Headcount65 / 100

What does APEX CB FINANCIAL PLANNING LTD do?

Provides independent financial planning and advisory services including pension planning, retirement income strategies, investment management, and financial reviews. Serves individuals, business…

Who does APEX CB FINANCIAL PLANNING LTD sell to?

Serves UK individuals planning for the future or in retirement, plus business owners, professionals, and serving or retired Armed Forces members seeking personal financial advice.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£213KEstimate

Founded

22 years ago

Since Mar 2004

Poole

Financial health

Financial Health

Healthy

Healthy · Hiring · 4% CAGR over 4y

Hiring

Location

Suite 2 Jellicoe House Admiralty Park, Station Road

Poole, BH16 6HX

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TALIS FINANCIAL ADVISERS LTD

Talis IFA

Wealth Management

0 employeesInc. 1991Ashford, KentCH 02654846

talisifa.com

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Financial sub-scores

Computed from 5 filings

Net assets80 / 100

Cash33 / 100

Headcount0 / 100

What does TALIS FINANCIAL ADVISERS LTD do?

Provides independent financial advice to individuals and businesses, including wealth building, investment planning, retirement planning, and wealth transfer. Reviews financial products across the…

Who does TALIS FINANCIAL ADVISERS LTD sell to?

Serves private individuals at wealth-building, retirement and wealth-transfer stages, alongside corporate clients and professional connections seeking independent financial advice.

Key contacts (1)

Rebecca Leanne Hammett

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£512KEstimate

Founded

34 years ago

Since Oct 1991

Ashford, Kent

Financial health

Financial Health

Stable

Stable · -66% CAGR over 4y

Location

Stoke House, Church Road

Ashford, Kent, TN23 1RD

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TAYLOR MADE FINANCIAL SOLUTIONS LIMITED

Taylormade Financial Planning

Wealth Management

2 employeesInc. 2000Walton on Thames, SurreyCH 04039621

tmfp.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets0 / 100

Cash100 / 100

Headcount11 / 100

What does TAYLOR MADE FINANCIAL SOLUTIONS LIMITED do?

Provides financial planning and advisory services to individuals and business owners, including advice on savings and investments, pensions, mortgages, and personal insurance, with ongoing planning,…

Who does TAYLOR MADE FINANCIAL SOLUTIONS LIMITED sell to?

Serves private individuals, entrepreneurs and business owners, including businesses and personal clients in Hampshire and Surrey looking for regulated financial planning and ongoing advice support.

Key contacts (2)

Adrian Stuart Taylor

Director

Alexandra Claudia Taylor

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£22.4KEstimate

Founded

26 years ago

Since Jul 2000

Walton on Thames, Surrey

Financial health

Financial Health

Weak

Weak · -15% CAGR over 2y

Financial distressTechnical insolvency

Location

First Floor, 336 Molesey Road, Hersham

Walton On Thames, Surrey, KT12 3PD

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Lomond Wealth Management Ltd

Lomond Wealth

Wealth Management

16 employeesInc. 2016Hamilton, South LanarkshireCH SC526289

lomondwealth.com

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Financial sub-scores

Computed from 3 filings

Net assets42 / 100

Cash28 / 100

Headcount50 / 100

What does Lomond Wealth Management Ltd do?

Provides financial planning and wealth management services, including retirement planning, investment advice, protection planning, and inheritance planning. Advises individuals on managing pensions,…

Who does Lomond Wealth Management Ltd sell to?

Serves private individuals and families in Scotland, including people approaching retirement, working households planning for major life stages, and clients seeking support with investments,…

Key contacts (1)

Susan Elizabeth Lafferty

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£562.6KEstimate

Founded

10 years ago

Since Feb 2016

Hamilton, South Lanarkshire

Financial health

Financial Health

Stable

Stable · 3% CAGR over 2y

Location

29 Brandon Street

Hamilton, South Lanarkshire, ML3 6DA

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Llandudno Investments LLP

75 Point 3

Wealth ManagementRetail BankingInsurance

Inc. 2014LlandudnoCH OC396448

75point3.co.uk

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What does Llandudno Investments LLP do?

Provides mortgage brokerage and independent financial planning services. Advises individuals and businesses on residential and buy‑to‑let mortgages, investments, pensions, insurance protection,…

Who does Llandudno Investments LLP sell to?

Serves individuals and businesses across North Wales and beyond, including first-time buyers, home movers, buy-to-let/property investors, people planning retirement or investments, trustees, and…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£18.6KEstimate

Founded

11 years ago

Since Nov 2014

Llandudno

Financial health

—

Financial Health

N/A

Location

Mostyn Court, 2 Mostyn Street

Llandudno, LL30 2PS

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F G Watts Financial Advisers Limited

F G Watts Financial Advisers

InsuranceWealth Management

15 employeesInc. 2009Northampton, NorthamptonshireCH 07061659

fgwattsifa.co.uk

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Financial sub-scores

Computed from 3 filings

Cash90 / 100

Headcount51 / 100

What does F G Watts Financial Advisers Limited do?

Provides independent financial advice and planning services including wealth management, investment advice, retirement planning, insurance protection, tax and estate planning, and financial planning…

Who does F G Watts Financial Advisers Limited sell to?

Serves private clients with simple to complex financial affairs, including people planning retirement or managing wealth, and business owners balancing commercial and personal financial goals.

Key contacts (3)

Shaun Ronald Jellis

Director

David Lee Baldwin

Director

Trevor John Panther

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£667KEstimate

Founded

16 years ago

Since Oct 2009

Northampton, Northamptonshire

Financial health

Financial Health

Healthy

Healthy · 4% CAGR over 2y

Location

5 Mobbs Miller House, Christchurch Road

Northampton, Northamptonshire, NN1 5LL

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Generation Three Family Partners (Administrative Services) Limited

Generation Three

Wealth ManagementManagement Consulting

7 employeesInc. 2010LondonCH 07122930

g3fp.com

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Financial sub-scores

Computed from 4 filings

Net assets0 / 100

Cash100 / 100

Headcount40 / 100

What does Generation Three Family Partners (Administrative Services) Limited do?

Provides advisory and administrative services to multi‑generational families, including governance design, ownership and estate structuring, family decision‑making frameworks, and coordination of…

Who does Generation Three Family Partners (Administrative Services) Limited sell to?

Serves global multi-generational families, family principals and family offices facing complex personal, business, ownership, governance and succession issues, often alongside existing professional…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£777.2KEstimate

Founded

16 years ago

Since Jan 2010

London

Financial health

Financial Health

Weak

Weak · 0% CAGR over 3y

Financial distressTechnical insolvency

Location

11-13 Lower Grosvenor Place

London, SW1W 0EX

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TAILORED FINANCIAL PLANNING LTD

Tailored Financial Planning

Wealth Management

7 employeesInc. 2015ST. HelensCH 09707423

tailoredfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets52 / 100

Cash90 / 100

Headcount40 / 100

What does TAILORED FINANCIAL PLANNING LTD do?

Provides financial planning and advisory services including retirement and pension planning, investment advice, mortgage brokerage, insurance protection, inheritance tax planning, probate support,…

Who does TAILORED FINANCIAL PLANNING LTD sell to?

Serves individuals and families across the UK seeking personal financial advice, especially people planning for retirement, investing, arranging mortgages, or managing inheritance, probate and…

Key contacts (3)

Christopher Frodsham

Director

Thomas James Frodsham

Director

Paula Suzanne Payne

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£353KEstimate

Founded

11 years ago

Since Jul 2015

ST. Helens

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

99-101 Corporation Street

St. Helens, WA10 1SX

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Expert Pensions Advice LLP

Navigate IFA

Wealth Management

1 employeesInc. 2014BelfastCH NC001204

navigateifa.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount0 / 100

What does Expert Pensions Advice LLP do?

Provides independent financial planning and advice to individuals and business owners, including retirement and pension planning, investment management guidance, mortgage advice, and ongoing reviews…

Who does Expert Pensions Advice LLP sell to?

Serves private clients, including business owners, senior executives, retirees and young professionals seeking personal financial guidance, with separate support for mortgage customers.

Key contacts (1)

Darren James Curry

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£95.9KEstimate

Founded

11 years ago

Since Jul 2014

Belfast

Financial health

Financial Health

Stable

Stable · -27% CAGR over 6y

Location

Studio 3 Strand Studios 150, Holywood Road

Belfast, BT4 1NY

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Findlay & Co Financial Solutions Ltd

Findlay & Financial Solutions

Wealth Management

10 employeesInc. 2016LivingstonCH SC550871

findlaycofs.com

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Financial sub-scores

Computed from 5 filings

Net assets97 / 100

Headcount100 / 100

What does Findlay & Co Financial Solutions Ltd do?

Provides financial advice and planning services, including mortgage advice, investment planning, pension planning, and personal protection insurance guidance, helping clients assess financial needs…

Who does Findlay & Co Financial Solutions Ltd sell to?

Serves UK-based consumers seeking personal financial advice, including first-time homebuyers, investors, people planning for retirement, and individuals reviewing protection needs.

Key contacts (1)

Kenneth James Findlay

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£317.2KEstimate

Founded

9 years ago

Since Nov 2016

Livingston

Financial health

Financial Health

Strong

Strong · Hiring · 14% CAGR over 4y

Hiring

Location

18 Ladywood Place

Livingston, EH54 6TA

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AIC FINANCIAL LIMITED

AIC Financial

Wealth ManagementInsurance

7 employeesInc. 2007Earls Colne, EssexCH 06317916

aicfinancial.co.uk

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Financial sub-scores

Computed from 3 filings

Headcount40 / 100

What does AIC FINANCIAL LIMITED do?

Provides financial planning and advisory services to individuals and businesses. Advises on investments, pensions, personal and business protection insurance, mortgages, and equity release, helping…

Who does AIC FINANCIAL LIMITED sell to?

Serves individuals, families, homeowners over 55, and business owners seeking financial planning support in Colchester, Essex and beyond.

Key contacts (1)

Michael Stuart Chapman

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£337KEstimate

Founded

19 years ago

Since Jul 2007

Earls Colne, Essex

Financial health

Financial Health

Stable

Stable · 0% CAGR over 2y

Location

Park House, Earls Colne Business Centre

Earls Colne, Essex, CO6 2NS

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Roxburgh Group

InsuranceWealth Management

2 employeesInc. 2012Clydebank, DunbartonshireCH SC417019

roxburgh-group.co.uk

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What does Roxburgh Group do?

Provides financial advisory and investment planning services, helping clients manage portfolios through third‑party investment platforms with online access to valuations and account information. Also…

Key contacts (2)

Nicholas Harry Callaghan

Director

Graham Alexander Hill

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£25.3KEstimate

Founded

14 years ago

Since Feb 2012

Clydebank, Dunbartonshire

Location

151 Glasgow Road

Clydebank, Dunbartonshire, G81 1LQ

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Liberty Partnership Limited

Liberty

Wealth ManagementInsurance

17 employeesInc. 2007Peterborough, CambridgeshireCH 06223376

liberty-partnership.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets38 / 100

Cash65 / 100

Headcount81 / 100

What does Liberty Partnership Limited do?

Provides independent financial planning and advisory services, including investment advice, retirement and pension planning, estate and inheritance tax planning, mortgages, life and critical illness…

Who does Liberty Partnership Limited sell to?

Serves individual consumers and families seeking personal financial advice, including first-time and experienced investors, people approaching retirement, mortgage borrowers, and those needing estate…

Key contacts (2)

Richard Paul Ash

Director

David Martin Gregg

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£614.8KEstimate

Founded

19 years ago

Since Apr 2007

Peterborough, Cambridgeshire

Financial health

Financial Health

Stable

Stable · Hiring · 14% CAGR over 2y

Hiring

Location

104 Church Street, Market Deeping

Peterborough, Cambridgeshire, PE6 8AL

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Roxburgh Family Limited

Roxburgh Group

InsuranceReal Estate & PropertyWealth Management

4 employeesInc. 2006Bude, CornwallCH 05679668

roxburgh-group.co.uk/empowering-you-to-retain-control

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Financial sub-scores

Computed from 3 filings

Cash17 / 100

Headcount40 / 100

What does Roxburgh Family Limited do?

Provides financial advisory services including estate and investment planning, arranges insurance products as a broker, and offers property-related services. Supports clients in managing investments,…

Who does Roxburgh Family Limited sell to?

Serves private individuals and families seeking financial, estate planning, insurance and property support, particularly clients managing assets, beneficiaries and future arrangements for loved ones.

Key contacts (3)

Kay Vanessa Roxburgh

Director

Vanessa Claire Roxburgh

Director

Ian Nicholas Stuart Roxburgh

Director

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Company vitals

UK Headcount

UK Revenue

£336.3KEstimate

Founded

20 years ago

Since Jan 2006

Bude, Cornwall

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

Burn View, Burn View

Bude, Cornwall, EX23 8BX

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M G Shaw (UK) Limited

M G Shaw

Wealth Management

4 employeesInc. 2002Stockton on Tees, ClevelandCH 04464520

mgshaw.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets58 / 100

Cash42 / 100

Headcount20 / 100

What does M G Shaw (UK) Limited do?

Provides independent financial advisory services including pension planning, investment advice, insurance and protection planning, and broader financial planning. Assists clients with savings…

Who does M G Shaw (UK) Limited sell to?

Serves private clients and families seeking personal financial planning, pension, investment and protection advice, with a local emphasis around Stockton-on-Tees.

Key contacts (1)

Nicholas Stewart Matthews

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£465.2KEstimate

Founded

24 years ago

Since Jun 2002

Stockton on Tees, Cleveland

Financial health

Financial Health

Stable

Stable · -11% CAGR over 2y

Location

4 High Street, Norton

Stockton On Tees, Cleveland, TS20 1DN

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FIN CONSULTANCY LTD

Heritage Independent Financial

Wealth ManagementInsurance

1 employeesInc. 2013AmershamCH 08498890

heritage-ifc.com

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Financial sub-scores

Computed from 5 filings

Net assets41 / 100

Headcount40 / 100

What does FIN CONSULTANCY LTD do?

Provides independent financial advice on mortgages, pensions, investments and insurance. Offers financial planning and retirement planning services, assessing clients’ circumstances and recommending…

Who does FIN CONSULTANCY LTD sell to?

Serves individuals and households in Somerset seeking independent financial advice on mortgages, pensions, investments, protection and retirement planning.

Key contacts (1)

Deborah Wooff

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£57.7K

Founded

13 years ago

Since Apr 2013

Amersham

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

18 Stubbs Wood

Amersham, HP6 6EY

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Generation Three

Management ConsultingWealth Management

3 employeesInc. 2017LondonCH OC415584

g3fp.com

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What does Generation Three do?

Provides advisory services to multi‑generational families on managing complex personal and business affairs. Services include ownership structuring, estate planning, family governance, financial…

Who does Generation Three sell to?

Serves global multi-generational families, family offices and family enterprise stakeholders facing complex personal, business, ownership and governance decisions, often alongside advisers and senior…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£22.5KEstimate

Founded

9 years ago

Since Jan 2017

London

Location

1st Floor, 38/39 Hampstead High Street

London, NW3 1QE

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Financial Fortress Limited

Financial Fortress

Wealth Management

9 employeesInc. 2014Chester, CheshireCH 09180267

financialfortress.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Headcount59 / 100

What does Financial Fortress Limited do?

Provides independent financial advice to individuals on pensions, mortgages, investments, insurance and protection. Offers financial planning including retirement planning, tax‑efficient investing,…

Who does Financial Fortress Limited sell to?

Serves consumers and small business owners around Chester and Wrexham, including first-time buyers, homeowners, families, investors, retirees and business owners with personal or business finance…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£448.4KEstimate

Founded

11 years ago

Since Aug 2014

Chester, Cheshire

Financial health

Financial Health

Stable

Stable · Hiring · 3% CAGR over 4y

Hiring

Location

Investment House, Bold Square

Chester, Cheshire, CH1 3LZ

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Danbro

Accounting & AuditWealth Management

2 employeesInc. 2017Lytham ST. AnnesCH 11009261

danbro.co.uk

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What does Danbro do?

Provides independent financial planning and advice, including wealth management, pension and retirement planning, investment advice, mortgage brokerage, insurance and protection products, and estate…

Who does Danbro sell to?

Serves UK contractors, limited company directors, self-employed professionals, start-ups, SMEs, franchises, landlords, buy-to-let investors and Construction Industry Scheme workers, plus agencies and…

Key contacts (1)

Liam John Winstanley

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£24.5KEstimate

Founded

8 years ago

Since Oct 2017

Lytham ST. Annes

Location

Jubilee House, East Beach

Lytham St. Annes, FY8 5FT

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57 more companies and their verified directors are in the file

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How MonsterInsights 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.

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

UK Wealth Management by Analytics

Wealth Management Companies Using Google Analytics in the UK

Other Wealth Management technology

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

Related directories

Companies Using MonsterInsights in the UK wealth management Using Site Kit in the UK Wealth Management in the UK Wealth Management Companies in the UK Analytics Used by UK Wealth Management Companies: Market Share (2026)

Frequently asked questions

How many UK wealth management companies use MonsterInsights?

53 actively-trading UK wealth management companies run MonsterInsights, detected via Firmbase's technology fingerprinting of their public websites joined with Companies House records.

What share of UK wealth management companies run MonsterInsights?

MonsterInsights accounts for 5.4% of UK wealth management companies with a detectable Analytics (53 of 976), behind Site Kit (9.5%).

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

What size wealth management companies use MonsterInsights in the UK?

The median MonsterInsights-running wealth management company employs 6 people and reports roughly £348k in UK turnover.

What do MonsterInsights-running wealth management companies also run?

54.7% of MonsterInsights-running UK wealth management companies also run Yoast SEO, 50.9% run reCAPTCHA, 49.1% run Contact Form 7, 30.2% run All in One SEO. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 113 verified directors — names and roles — across these 53 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 107 companies as a spreadsheet.

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