Wealth Management Companies Using RankMath SEO in the UK: 69 Active Firms (2026)

Updated June 2026

Wealth management firms using SEO technology advise clients on investments and financial planning while operating search-optimised websites in the UK.

For wealth managers, this SEO plug-in tends to sit on adviser-led websites where acquisition is content-assisted rather than purely referral-led. It handles metadata, sitemaps and structured page signals for service pages, adviser profiles, market commentary and client guides. Adoption usually points to a firm with an owned-content workflow, a maintained content-management system and some budget for web support, even if the marketing function is small. The buying centre is typically marketing or client acquisition, with compliance and senior advisers close to approval because the public website sits near regulated advice, investment positioning and trust-building for private clients.

There are 69 actively trading UK wealth-management firms running this SEO tool, making it the second-ranked detected SEO system in the sector, with an 8.0% share. The category-share comparison uses a sector base of 866. Reported employment covers 881 employees in total. Adoption is not especially London-only: London accounts for 18.8% of the cohort, followed by the South East at 17.4%, the East of England at 14.5%, the South West at 11.6% and Scotland at 8.7%.

Wealth-management adopters use the plug-in inside a controlled publishing process rather than a casual marketing stack. Search pages, investment commentary and adviser biographies can sit close to regulated financial promotion, so compliance review, version control and clear ownership of content tend to matter as much as rankings. Privacy controls also become part of procurement because enquiry forms, analytics scripts and remarketing tags may collect identifiable prospect behaviour. The common vendor stack around these sites points to content-management familiarity, but not necessarily to deep in-house technical capacity; many firms will rely on outsourced web agencies for template changes, consent settings and crawl hygiene.

Adoption appears likely to stay tied to adviser-led content rather than wholesale platform migration. Wealth managers tend to move cautiously because website changes touch compliance sign-off, client trust and referral economics. The scarcer scale-up end of the cohort may keep agency retainers in place, while smaller firms appear more likely to use packaged themes and lighter content workflows. Consolidation in wealth management could also standardise web stacks after acquisitions, reducing the long tail of plug-ins over time. For firms that keep publishing market commentary, technical SEO is likely to remain a maintenance discipline, not a separate growth story.

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 RankMath SEO rises with company size across the trading UK wealth management companies in this cohort. 0.9% of the 5,347 companies with under 10 employees run RankMath SEO (49 detected). 4.2% of the 453 companies with 10–50 employees run RankMath SEO (19 detected). 3.6% of the 28 companies with over 50 employees run RankMath SEO (1 detected). That is a 2.7% gap between the over 50 employees and under 10 employees bands.

Active firms

2026

Of detected SEO share

UK wealth management

Median headcount

Filed accounts

155

Verified directors

Across this cohort

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Key facts

About 2% of the trading cohort reports turnover above £5M (2 of 69 firms) — the rest sits below that revenue band.

13% of the cohort was incorporated since 2022 (9 firms), so a sizeable share is in its first few filing cycles.

Within UK wealth management, this SEO system accounts for 8.0% (69) of 866 companies with a detectable SEO system.

The same website publishing layer is present across 100.0% (69) of the cohort, suggesting these implementations are tied to a single content-management route.

Measurement adoption is mixed: analytics tooling appears on 53.6% (37), while tag-management tooling appears on 47.8% (33).

Registered addresses are most often in London at 18.8% (13), followed by the South East at 17.4% (12) and the East of England at 14.5% (10).

Financial-services overlap is visible beyond wealth management: Insurance appears on 30.4% (21), Accounting & Audit on 10.1% (7), Retail Banking on 10.1% (7) and Asset Management on 8.7% (6).

SEO market share among UK Wealth Management

RankMath SEO

Spotzer

Google XML Sitemaps

Share of the 866 UK Wealth Management with a detectable system. As of June 2026.

What else do RankMath SEO-running Wealth Management run?

Share of the 69 RankMath SEO-running UK companies where each technology was also detected. As of June 2026.

Where RankMath SEO Wealth Management are, and how healthy they look

By region

London

South East

East of England

South West

Scotland

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

£405K

Median UK turnover

2.9%

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 119 companies, alongside financials and websites, in one Excel + CSV file.

Top UK Wealth Management using RankMath SEO

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

MASECO Private Wealth

Wealth ManagementAsset Management

112 employeesInc. 2008LondonCH OC337650

masecoprivatewealth.com

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Financial sub-scores

Computed from 3 filings

Headcount85 / 100

What does MASECO Private Wealth do?

Provides private wealth management and financial advisory services for high‑net‑worth individuals and families, including cross‑border investment management, portfolio management, and tax‑aware…

Who does MASECO Private Wealth sell to?

Serves high and ultra-high-net-worth US and UK individuals and families with cross-border wealth needs, including citizens living overseas and clients with investable portfolios above $/£1m.

Key contacts (15)

Adrian David Edwards

Llp Member

Stephen Duffy Johnson

Llp Member

Cormac Ronan Aidan Naughten

Llp Member

Marc Simon Cane

Llp Member

Kyle Daniel McClellan

Llp Member

Damian Barry

Llp Member

Charles George Oliver Cutting

Llp Member

Patrick Adam Ronald Bowen

Llp Member

Edward Alistair Howison

Llp Member

Torgeir Flonaes

Llp Member

Andrea Lauren Solana

Llp Member

Henry Quentin Alexander Findlater

Llp Member

David Rory Bruno Dorman

Llp Member

Joshua Eli Matthews

Llp Designated Member

James Robert Dundas Sellon

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

112

UK Revenue

£999.8KEstimate

Founded

18 years ago

Since May 2008

London

Financial health

Financial Health

Strong

Strong · Hiring · 16% CAGR over 2y

Hiring

Location

The Kodak Building, 11 Keeley Street

London, WC2B 4BA

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Paradigm Norton Financial Planning Limited

Paradigm Norton

Wealth Management

88 employeesInc. 2001BristolCH 04220937

paradigmnorton.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets48 / 100

Cash95 / 100

Headcount38 / 100

What does Paradigm Norton Financial Planning Limited do?

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

Who does Paradigm Norton Financial Planning Limited sell to?

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

Key contacts (3)

Caroline Mary Anne Rainbird

Director

Matthew Paul Fowler

Director

Barry David Horner

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£7.6MEstimate

Founded

25 years ago

Since May 2001

Bristol

Financial health

Financial Health

Stable

Stable · -2% CAGR over 1y

Location

Paradigm House, Macrae Road Ham Green

Bristol, BS20 0DD

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SEABROOK CLARK LTD

Seabrook Clark

Wealth ManagementAsset Management

13 employeesInc. 2012Exeter, DevonCH 08281001

seabrookclark.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets96 / 100

Cash99 / 100

Headcount80 / 100

What does SEABROOK CLARK LTD do?

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

Who does SEABROOK CLARK LTD sell to?

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

Key contacts (2)

Emma Clare Ley

Director

Matthew John Seabrook Clark

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

13 years ago

Since Nov 2012

Exeter, Devon

Financial health

Financial Health

Strong

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

GrowingHiring

Location

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

Exeter, Devon, EX2 7AE

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PHOENIX WEALTH MANAGEMENT LTD.

Phoenix Wealth Management

Wealth Management

9 employeesInc. 1998Witney, OxfordshireCH 03605826

phoenix-wm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets71 / 100

Headcount59 / 100

What does PHOENIX WEALTH MANAGEMENT LTD. do?

Provides financial planning and wealth management services to individuals and families, including investment portfolio management, retirement and long‑term financial planning, and multi‑generational…

Who does PHOENIX WEALTH MANAGEMENT LTD. sell to?

Serves private clients rather than businesses: individuals, couples and families, including larger family groups and multigenerational households needing family-office-style wealth planning…

Key contacts (1)

Brendan O'Ciobhain

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£340.8KEstimate

Founded

27 years ago

Since Jul 1998

Witney, Oxfordshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 3% CAGR over 4y

Hiring

Location

Dunraven House Meadow Court, 41-43 High St

Witney, Oxfordshire, OX28 6ER

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PIERCEFIELD ASSET MANAGEMENT LIMITED

Piercefield Oliver

Wealth ManagementAsset Management

5 employeesInc. 1998Cheltenham, GloucestershireCH 03608688

piercefieldoliver.com

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Financial sub-scores

Computed from 5 filings

Net assets57 / 100

Cash72 / 100

Headcount40 / 100

What does PIERCEFIELD ASSET MANAGEMENT LIMITED do?

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

Who does PIERCEFIELD ASSET MANAGEMENT LIMITED sell to?

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

Key contacts (1)

Stephen John Willis

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£463.9KEstimate

Founded

27 years ago

Since Aug 1998

Cheltenham, Gloucestershire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

105-107 Bath Road

Cheltenham, Gloucestershire, GL53 7LE

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FIRST EQUITABLE (UK) LTD

First Equitable

Wealth ManagementInsurance

5 employeesInc. 2015LondonCH 09910371

first-equitable.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets47 / 100

Headcount23 / 100

What does FIRST EQUITABLE (UK) LTD do?

Provides financial planning and advisory services including pensions and retirement planning, wealth management, investment and savings advice, insurance protection, inheritance tax and trust…

Who does FIRST EQUITABLE (UK) LTD sell to?

Serves private clients including individuals, families, retirees, high-net-worth clients, sports professionals and business owners needing support with wealth, pensions, protection and estate matters.

Key contacts (1)

Samuel Robert Hulson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£247.1KEstimate

Founded

10 years ago

Since Dec 2015

London

Financial health

Financial Health

Weak

Weak · -9% CAGR over 2y

Location

20-22 Wenlock Road

London, N1 7GU

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SLATESTONE LIMITED

SlateStone Wealth

Wealth ManagementAsset Management

2 employeesInc. 1985Tadworth, SurreyCH 01922199

slatestone.com/adv_brochure.pdf

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Financial sub-scores

Computed from 5 filings

Cash88 / 100

Headcount40 / 100

What does SLATESTONE LIMITED do?

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

Who does SLATESTONE LIMITED sell to?

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

Key contacts (1)

Callum Antony Hawker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

41 years ago

Since Jun 1985

Tadworth, Surrey

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

The Holt, Alcocks Lane

Tadworth, Surrey, KT20 6BB

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Six Degrees Wealth Limited

Six Degrees

Wealth Management

5 employeesInc. 2023LondonCH 15046609

thisis6.com

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What does Six Degrees Wealth Limited do?

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

Who does Six Degrees Wealth Limited sell to?

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

Key contacts (2)

Oliver Raoul Saiman

Director

Katherine Jayne Waller

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£260.3KEstimate

Founded

2 years ago

Since Aug 2023

London

Financial health

—

Financial Health

N/A

Location

71-75 Shelton Street, Covent Garden

London, WC2H 9JQ

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Robinson Rose Wealth Management Ltd

Robinson Rose Wealth Management

Wealth Management

16 employeesInc. 2022Wilmslow, CheshireCH 14274903

robinsonrosewealth.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Robinson Rose Wealth Management Ltd do?

Provides independent wealth management and financial planning services, advising individuals on pensions, investments, tax planning, inheritance planning and later‑life financial arrangements, and…

Who does Robinson Rose Wealth Management Ltd sell to?

Serves private individuals and families, particularly those in mid to later life, with clients drawn from Greater Manchester, Cheshire and beyond.

Key contacts (2)

Joseph Frederick Rose

Director

Jan Peter Robinson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£836.6KEstimate

Founded

3 years ago

Since Aug 2022

Wilmslow, Cheshire

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 63% CAGR over 2y

GrowingHiring

Location

Ground Floor, Unit E Lower Meadow Road, Handforth

Wilmslow, Cheshire, SK9 3ND

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Park View Building Investments Limited

Parkview Group

Wealth ManagementAsset ManagementInvestment Banking

4 employeesInc. 2017SidcupCH 10761768

parkviewgroup.com/investment-philosophy

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What does Park View Building Investments Limited do?

Provides investment management and advisory services for wealthy families, foundations and institutions. Designs investment policies, constructs diversified portfolios, selects external asset…

Who does Park View Building Investments Limited sell to?

Serves wealthy individuals, families, family offices, family businesses, foundations and endowments seeking tailored investment and wealth oversight, with a focus on private wealth owners and…

Key contacts (1)

Pellumb Gjelaj

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£23.9KEstimate

Founded

9 years ago

Since May 2017

Sidcup

Financial health

—

Financial Health

N/A

Location

12 Hatherley Road

Sidcup, DA14 4DT

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WELLS GIBSON LIMITED

Wells Gibson

Wealth Management

0 employeesInc. 2015DundeeCH SC521697

wellsgibson.uk

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Financial sub-scores

Computed from 5 filings

Net assets41 / 100

Cash98 / 100

Headcount0 / 100

What does WELLS GIBSON LIMITED do?

Provides financial planning and wealth management services, including investment portfolio management, retirement and pension planning, and advice on managing lump‑sum windfalls for professionals and…

Who does WELLS GIBSON LIMITED sell to?

Sells to individual consumers, especially practice-owning professionals and executive directors, including those approaching or in retirement and people investing inheritances or business-sale…

Key contacts (1)

Jonathan Mark Gibson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£365KEstimate

Founded

10 years ago

Since Dec 2015

Dundee

Financial health

Financial Health

Stable

Stable · -66% CAGR over 4y

Location

Prospect House Prospect Business Centre, Dundee Technology Park

Dundee, DD2 1TY

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PORTLAND WEALTH MANAGEMENT LIMITED

Portland Wealth Management

Wealth ManagementAsset Management

5 employeesInc. 2009Cardiff, GlamorganCH 07101403

portlandwm.com

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Financial sub-scores

Computed from 3 filings

Net assets33 / 100

Cash74 / 100

Headcount23 / 100

What does PORTLAND WEALTH MANAGEMENT LIMITED do?

Provides independent financial planning and advisory services for individuals, families and business owners, including investment management, retirement and pension planning, life insurance and…

Who does PORTLAND WEALTH MANAGEMENT LIMITED sell to?

Serves private clients, including families, individuals, retirees or pre-retirees, and business owners seeking personal financial planning support for wealth, pensions, protection, estate and tax…

Key contacts (2)

Christian Paul Sylvester

Director

Amanda Jane Corker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£242.2KEstimate

Founded

16 years ago

Since Dec 2009

Cardiff, Glamorgan

Financial health

Financial Health

Stable

Stable · -9% CAGR over 2y

Location

Sophia House, 28 Cathedral Road

Cardiff, Glamorgan, CF11 9LJ

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Milestone FP Ltd

Milestone Financial Planning

Wealth Management

8 employeesInc. 2002ChesterfieldCH 04517317

milestonefp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets95 / 100

Cash61 / 100

Headcount29 / 100

What does Milestone FP Ltd do?

Provides independent financial planning and advisory services, including advice on pensions, investments, retirement planning, inheritance tax, long‑term care funding, insurance and business…

Who does Milestone FP Ltd sell to?

Serves UK individuals, couples and families seeking personal financial advice, especially around pensions, investments, retirement, inheritance tax and care funding, plus business owners needing exit…

Key contacts (1)

Craig Croft-Rayner

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£310KEstimate

Founded

23 years ago

Since Aug 2002

Chesterfield

Financial health

Financial Health

Healthy

Healthy · -3% CAGR over 4y

Location

91-97 Saltergate

Chesterfield, S40 1LA

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Chester Rose Financial Planning Ltd

Chester Rose

Wealth Management

21 employeesInc. 2006Newbury, BerkshireCH 05835113

chesterrose.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Chester Rose Financial Planning Ltd do?

Provides independent financial planning and advisory services to individuals, including investment advice, pension planning, retirement planning, inheritance tax and estate planning, protection…

Who does Chester Rose Financial Planning Ltd sell to?

Serves private individuals and couples across the UK, especially those planning for retirement, later life, pensions, wealth accumulation or estate transfer.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£761.5KEstimate

Founded

20 years ago

Since Jun 2006

Newbury, Berkshire

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 32% CAGR over 4y

GrowingHiring

Location

53 Bartholomew Street

Newbury, Berkshire, RG14 5QA

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Macleman Wealth Ltd

Macleman Wealth

Wealth Management

6 employeesInc. 2005NairnCH SC288161

maclemanwealth.com

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Financial sub-scores

Computed from 5 filings

Net assets33 / 100

Cash92 / 100

Headcount100 / 100

What does Macleman Wealth Ltd do?

Provides independent financial planning and advisory services, including investment advice, pension planning and transfers, inheritance tax planning, and trust structuring. Advises individuals on…

Who does Macleman Wealth Ltd sell to?

Serves UK-resident private clients and families seeking independent wealth planning, including individuals with investments, pensions, final salary transfer considerations, inheritance tax, and trust…

Key contacts (1)

Malcolm Lewis MacLeman

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£324.4KEstimate

Founded

21 years ago

Since Jul 2005

Nairn

Financial health

Financial Health

Healthy

Healthy · Hiring · 19% CAGR over 4y

Hiring

Location

16 Carron Street

Nairn, IV12 5SJ

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Advance Investments Limited

Advance Investments

Wealth Management

10 employeesInc. 2001Bath Bath & North East SomersetCH 04175803

advanceinvestments.com

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Financial sub-scores

Computed from 5 filings

Net assets43 / 100

Cash76 / 100

Headcount40 / 100

What does Advance Investments Limited do?

Provides independent wealth management and financial advisory services, including investment planning, pension and retirement planning, wealth preservation, estate planning, and financial protection.…

Who does Advance Investments Limited sell to?

Serves private individuals and families seeking independent financial advice, including clients needing investment planning, pension and retirement strategies, wealth preservation, financial…

Key contacts (2)

Joanne Richings

Director

Keith Ayres

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£763.1KEstimate

Founded

25 years ago

Since Mar 2001

Bath Bath & North East Somerset

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Courtyard Mews, Piccadilly Place, London Road

Bath Bath & North East Somerset, BA1 6PL

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Tavistock Private Client

Wealth ManagementInsuranceAsset Management

5 employeesInc. 2001Ascot, BerkshireCH 04298592

tavistockpartnersuk.com/client-login

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What does Tavistock Private Client do?

Provides financial planning and wealth management services to private clients, including advice on investments, pensions, mortgages, and protection. Offers online client portals to view portfolio…

Who does Tavistock Private Client sell to?

Serves private individuals, families, teachers, small business owners and self-employed clients seeking personal financial advice, investment, pensions, mortgages and related planning support across…

Key contacts (1)

Mark Russell Evans

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£90KEstimate

Founded

24 years ago

Since Oct 2001

Ascot, Berkshire

Location

1 Queen'S Square Ascot Business Park, Lyndhurst Road

Ascot, Berkshire, SL5 9FE

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East Anglian Financial Planning (Services) Ltd

East Anglian Financial Planning (services)

Wealth Management

8 employeesInc. 2022Colchester, EssexCH 14437196

eafp.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets40 / 100

Cash13 / 100

Headcount0 / 100

What does East Anglian Financial Planning (Services) Ltd do?

Provides financial planning and advisory services including investment advice, retirement and pension planning, inheritance tax planning, trustee investment advice, divorce-related financial advice,…

Who does East Anglian Financial Planning (Services) Ltd sell to?

Serves individuals and families, business owners, trusts, charities, trustees and corporate entities seeking financial advice on investments, pensions, retirement, inheritance tax or divorce-related…

Key contacts (7)

Kurt Thomas Walsh

Director

John Grant Buchanan

Director

James Charles Edward Wright

Director

Neil Gordon Hewitt

Director

Gary Leonard Riches

Director

Matthew Robert Merchant

Director

Beverley Monk

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£630.3KEstimate

Founded

3 years ago

Since Oct 2022

Colchester, Essex

Financial health

Financial Health

Weak

Weak · -35% CAGR over 2y

Location

Lodge Park Business Centre Lodge Lane, Langham

Colchester, Essex, CO4 5NE

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FLYING COLOURS ADVICE LIMITED

Flying Colours

Wealth Management

Inc. 2014Bracknell, SurreyCH 09075635

fcadvice.co.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

What does FLYING COLOURS ADVICE LIMITED do?

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

Who does FLYING COLOURS ADVICE LIMITED sell to?

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

Key contacts (4)

Renzo Henri Dominique Desbordes

Director

Billy Lewis Ambler

Director

George David Agan

Director

Nicholas Tattersall

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4M

Founded

12 years ago

Since Jun 2014

Bracknell, Surrey

Financial health

100

Financial Health

Strong

Location

2nd Floor, Greenwood House, London Road

Bracknell, Surrey, RG12 2AA

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MEDICAL FAMILY FINANCE LTD

Medical Family Finance

Wealth Management

33 employeesInc. 2013TonbridgeCH 08689906

medicalfamilyfinance.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount50 / 100

What does MEDICAL FAMILY FINANCE LTD do?

Provides financial planning and advisory services for medical professionals and their families, including advice on mortgages, pensions, investments, ISAs, protection insurance, trusts and lasting…

Who does MEDICAL FAMILY FINANCE LTD sell to?

Serves medical professionals, particularly doctors and GPs, and their families seeking personal financial advice linked to NHS pensions and long-term financial planning.

Key contacts (1)

Joffrey Georges-Henri Denning

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.9MEstimate

Founded

12 years ago

Since Sep 2013

Tonbridge

Financial health

Financial Health

Strong

Strong · Growing · 2% CAGR over 3y

Growing

Location

2 St. Marys Road

Tonbridge, TN9 2LB

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JPB FINANCIAL PLANNING LTD

JPB Financial Planning

Wealth ManagementInsurance

11 employeesInc. 2015Macclesfield, CheshireCH 09703725

jpbfinancialplanning.co.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount32 / 100

What does JPB FINANCIAL PLANNING LTD do?

Provides independent financial planning and advisory services for individuals, families, and businesses. Offers pension and retirement planning, investment management, tax and estate planning,…

Who does JPB FINANCIAL PLANNING LTD sell to?

Serves individuals, families and businesses seeking independent financial advice, including people planning for retirement, managing investments, arranging protection, tax and estate planning, or…

Key contacts (1)

William Beighton

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£553.3KEstimate

Founded

11 years ago

Since Jul 2015

Macclesfield, Cheshire

Financial health

Financial Health

Healthy

Healthy · -2% CAGR over 4y

Location

11 Market Place

Macclesfield, Cheshire, SK10 1EB

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Ovation Finance Limited

Ovation

Wealth Management

14 employeesInc. 1999BristolCH 03830502

ovationfinance.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets46 / 100

Cash77 / 100

Headcount65 / 100

What does Ovation Finance Limited do?

Provides financial planning and wealth management services, including advice on pensions, investments, tax planning and retirement. Works with professionals and business owners to develop long‑term…

Who does Ovation Finance Limited sell to?

Serves individual clients, particularly busy professionals, business owners and people approaching retirement who need personal financial planning around lifestyle, family security and…

Key contacts (4)

Cheryl Lauren Audrey Frazer

Director

Thomas Frank Morris

Director

Adrian Beresford Kidd

Director

Chris David Budd

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£541.2KEstimate

Founded

26 years ago

Since Aug 1999

Bristol

Financial health

Financial Health

Stable

Stable · Hiring · 4% CAGR over 4y

Hiring

Location

Queen Square House Queen Square House, 18-21 Queen Square

Bristol, BS1 4NH

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PANTHERA PRIVATE OFFICE LLP

Panthera

Asset ManagementWealth Management

11 employeesInc. 2009Croydon, SurreyCH OC343083

pantherafamilyoffice.com

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount72 / 100

What does PANTHERA PRIVATE OFFICE LLP do?

Provides family office services for high-net-worth individuals and families, including asset management, financial planning, intergenerational wealth planning, family office administration, and…

Who does PANTHERA PRIVATE OFFICE LLP sell to?

Serves high-net-worth individuals, wealth creators and family wealth custodians seeking a single-family-office style relationship, including entrepreneurial families and multi-generational wealth…

Key contacts (1)

Tracy Gina Parker

Llp Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£589.3KEstimate

Founded

17 years ago

Since Feb 2009

Croydon, Surrey

Financial health

Financial Health

Strong

Strong · Hiring · 11% CAGR over 2y

Hiring

Location

Suffolk House, George Street

Croydon, Surrey, CR0 0YN

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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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ROSE & ASSOCIATES LIMITED

Rose & Associates

Wealth Management

5 employeesInc. 2014Hatfield, HertsCH 09077634

roseassociates.ca

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Financial sub-scores

Computed from 5 filings

Net assets76 / 100

Headcount14 / 100

What does ROSE & ASSOCIATES LIMITED do?

Provides wealth management and financial planning services for individuals and families, including goal-based financial plans, investment advice, portfolio guidance, and ongoing financial coaching…

Who does ROSE & ASSOCIATES LIMITED sell to?

Serves individuals, families, entrepreneurs and small business owners seeking personalised wealth planning and financial guidance for life goals, investments and business-related decisions.

Key contacts (1)

Linda Denyse Rose

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£304.5KEstimate

Founded

12 years ago

Since Jun 2014

Hatfield, Herts

Financial health

Financial Health

Stable

Stable · -8% CAGR over 4y

Location

72 The Ryde

Hatfield, Herts, AL9 5DL

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PGI FINANCIAL LIMITED

PGI Financial

Wealth Management

0 employeesInc. 2011Leeds, West YorkshireCH 07722437

pgifinancial.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets58 / 100

Headcount0 / 100

What does PGI FINANCIAL LIMITED do?

Provides personal financial planning and advisory services, including retirement planning, investment management and estate planning. Offers guidance on managing investments, structuring finances and…

Who does PGI FINANCIAL LIMITED sell to?

Serves private individuals, couples and families seeking personal financial advice, particularly those planning retirement, managing investments or arranging estate planning.

Key contacts (1)

Phillip Graham Instone

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£276.5KEstimate

Founded

14 years ago

Since Jul 2011

Leeds, West Yorkshire

Financial health

Financial Health

Weak

Weak · -78% CAGR over 3y

Location

Brookfield Court Selby Road, Garforth

Leeds, West Yorkshire, LS25 1NB

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East Anglian Financial Planning Ltd

East Anglian Financial Planning

Wealth Management

24 employeesInc. 2013ColchesterCH 08608937

eafp.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets40 / 100

Cash100 / 100

Headcount100 / 100

What does East Anglian Financial Planning Ltd do?

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

Who does East Anglian Financial Planning Ltd sell to?

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

Key contacts (7)

Kurt Thomas Walsh

Director

Neil Gordon Hewitt

Director

John Grant Buchanan

Director

James Charles Edward Wright

Director

Gary Leonard Riches

Director

Matthew Robert Merchant

Director

Beverley Monk

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£405KEstimate

Founded

13 years ago

Since Jul 2013

Colchester

Financial health

Financial Health

Healthy

Healthy · Hiring · 74% CAGR over 3y

Hiring

Location

Lodge Park Business Centre Lodge Lane, Langham

Colchester, CO4 5NE

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GODDARDFRY WEALTH MANAGEMENT LIMITED

Goddard Fry

Wealth Management

7 employeesInc. 2010Hook, HampshireCH 07190678

goddardfry.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets40 / 100

Cash100 / 100

Headcount100 / 100

What does GODDARDFRY WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management services to individuals and businesses, including retirement and investment planning, estate planning, mortgage and equity release advice, and…

Who does GODDARDFRY WEALTH MANAGEMENT LIMITED sell to?

Serves a mix of B2C and B2B clients: individuals, families, business owners and SMEs, including start-ups and established family businesses with personal, tax, mortgage, protection and wealth…

Key contacts (2)

Alexander David Fry

Director

Peter Barry Goddard

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£240KEstimate

Founded

16 years ago

Since Mar 2010

Hook, Hampshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 32% CAGR over 2y

Hiring

Location

3 Church Street, Odiham

Hook, Hampshire, RG29 1LU

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Redwood Financial Family Wealth & Estate Planners Limited

Redwood Financial

Wealth Management

18 employeesInc. 2014Waterlooville, HampshireCH 08926661

redwoodfinancial.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets39 / 100

Cash59 / 100

Headcount100 / 100

What does Redwood Financial Family Wealth & Estate Planners Limited do?

Provides financial advice and planning services including pensions, investments, retirement planning, wills and trusts, and estate planning. Offers ongoing reviews and guidance to individuals and…

Who does Redwood Financial Family Wealth & Estate Planners Limited sell to?

Serves private individuals, couples and families, including older clients and households planning for retirement, inheritance, wills, trusts, pensions, investments and generational wealth.

Key contacts (1)

Jasmine Victoria Louise Lambert

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£590.5KEstimate

Founded

12 years ago

Since Mar 2014

Waterlooville, Hampshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 22% CAGR over 2y

Hiring

Location

24 Picton House, Hussar Court

Waterlooville, Hampshire, PO7 7SQ

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Inco Financial Limited

Inco Financial

Wealth Management

7 employeesInc. 2023Sheffield, South YorkshireCH 14570922

inco.financial

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Financial sub-scores

Computed from 2 filings

Net assets100 / 100

Cash54 / 100

Headcount40 / 100

What does Inco Financial Limited do?

Provides independent financial planning and advisory services to individuals, families and business owners, including investment and wealth management, retirement and pension planning, tax planning,…

Who does Inco Financial Limited sell to?

Serves UK individuals, families, and business owners seeking financial advice, including people planning for retirement, managing wealth, navigating divorce, or aligning personal and business…

Key contacts (2)

Simon Christopher Megson

Director

Mark John Matthew Jones

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£388KEstimate

Founded

3 years ago

Since Jan 2023

Sheffield, South Yorkshire

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 1y

Location

1a Rutledge Mews, Southbourne Road

Sheffield, South Yorkshire, S10 2QN

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Burfield Financial Planning Limited

Burfield FP

Wealth Management

11 employeesInc. 2010Northwich, CheshireCH 07177075

burfieldfp.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets87 / 100

Cash38 / 100

Headcount25 / 100

What does Burfield Financial Planning Limited do?

Provides independent financial planning and advisory services, including pension and retirement planning, investment advice, and insurance guidance for individuals and businesses, with ongoing…

Who does Burfield Financial Planning Limited sell to?

Serves B2C and B2B clients: individuals and couples planning for retirement, investing windfalls or managing family finances, alongside businesses and new business owners needing financial and…

Key contacts (3)

Ashley James Clark

Director

David Adam Parker

Director

Peter Martin Jenkins

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£900.7KEstimate

Founded

16 years ago

Since Mar 2010

Northwich, Cheshire

Financial health

Financial Health

Stable

Stable · -8% CAGR over 2y

Location

1 Royal Court Gadbrook Park, Rudheath

Northwich, Cheshire, CW9 7UT

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Doherty PIC

Wealth ManagementAsset Management

6 employeesInc. 1997BelfastCH NI031915

dohertypic.com

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What does Doherty PIC do?

Provides financial planning and advisory services for individuals and businesses, including pensions planning, investment management, retirement and tax planning, mortgages, protection, employee…

Who does Doherty PIC sell to?

Serves private individuals, families, business owners and corporate clients, primarily in Northern Ireland, including employers seeking employee benefits and professionals collaborating on trusts,…

Key contacts (4)

Lorraine Sarah Rodgers

Director

John Dooher

Director

Alan John Thomson

Director

Terence Henry Lappin

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£78.6KEstimate

Founded

29 years ago

Since Feb 1997

Belfast

Location

6th Floor River House, 48-60 High Street

Belfast, BT1 2BE

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Joslin Rhodes Lifestyle Financial Planning Limited

Joslin Rhodes

Wealth Management

30 employeesInc. 2007Stockton-on-TeesCH 06446109

joslinrhodes.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount86 / 100

What does Joslin Rhodes Lifestyle Financial Planning Limited do?

Provides financial planning and advice focused on pensions and retirement. Services include pension consolidation, drawdown and annuity advice, SIPP and defined contribution guidance, investment…

Who does Joslin Rhodes Lifestyle Financial Planning Limited sell to?

Serves private individuals and families in Teesside, County Durham, North Yorkshire and the North East, especially people approaching or in retirement who need pension, retirement and estate planning…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2MEstimate

Founded

18 years ago

Since Dec 2007

Stockton-on-Tees

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 11% CAGR over 3y

GrowingHiring

Location

The Planning Rooms Wellington Court, Preston Farm Business Park

Stockton-On-Tees, TS18 3TA

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Trevor Downing Financial Management (IFA) Limited

Trevor Downing FM

Wealth Management

10 employeesInc. 1984Westerham, KentCH 01829773

downingfm.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets24 / 100

Cash100 / 100

Headcount100 / 100

What does Trevor Downing Financial Management (IFA) Limited do?

Provides independent financial advice and planning for individuals and businesses, including investment management, retirement and pension planning, mortgage advice, inheritance tax planning, and…

Who does Trevor Downing Financial Management (IFA) Limited sell to?

Serves private individuals, families and businesses across the UK, including clients seeking support with retirement, investments, mortgages, inheritance tax planning and employee benefits.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£624.1KEstimate

Founded

42 years ago

Since Jul 1984

Westerham, Kent

Financial health

Financial Health

Healthy

Healthy · Hiring · 49% CAGR over 3y

Hiring

Location

Market Square House, Market Square

Westerham, Kent, TN16 1SR

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Tailored Retirement & Investment Planning Limited

Tailored Retirement Planning

Wealth Management

6 employeesInc. 2014Colchester, EssexCH 09007912

tailoredretirement.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets0 / 100

Cash0 / 100

Headcount11 / 100

What does Tailored Retirement & Investment Planning Limited do?

Provides financial advisory services focused on retirement planning, pensions, and investments. Works with clients to develop personalised financial plans and investment strategies aimed at building…

Who does Tailored Retirement & Investment Planning Limited sell to?

Serves individual consumers seeking retirement, pension, financial planning and investment advice, particularly people approaching retirement, already retired, or planning long-term financial…

Key contacts (3)

Jennifer Louise Hughes

Director

Edward James Fairey

Director

Emma Rose Hatherley

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£115.1KEstimate

Founded

12 years ago

Since Apr 2014

Colchester, Essex

Financial health

Financial Health

Distressed

Distressed · -18% CAGR over 2y

Financial distress

Location

Mayfield Farm Hungerdown Lane, Ardleigh

Colchester, Essex, CO7 7LZ

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DELFIN PRIVATE OFFICE INTERNATIONAL LIMITED

Delfin Private Office

Wealth Management

6 employeesInc. 2022LondonCH 14385797

delfinprivateoffice.com

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Financial sub-scores

Computed from 2 filings

Net assets100 / 100

Headcount100 / 100

What does DELFIN PRIVATE OFFICE INTERNATIONAL LIMITED do?

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

Who does DELFIN PRIVATE OFFICE INTERNATIONAL LIMITED sell to?

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

Key contacts (2)

Annamaria Enrichetta Luisa Koerling

Director

Gregg James Dennis

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

3 years ago

Since Sep 2022

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 74% CAGR over 1y

Hiring

Location

Second Floor, 25 Bury Street

London, SW1Y 6AL

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George Shippam Financial Planning

Wealth Management

5 employeesInc. 2018Norwich, NorfolkCH 11241588

georgeshippam.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount75 / 100

What does George Shippam Financial Planning do?

Provides financial planning and wealth management advice for business owners, entrepreneurs and families, including investment planning, retirement planning, protection, inheritance and legacy…

Who does George Shippam Financial Planning sell to?

Serves business owners, entrepreneurs and families seeking long-term financial planning, including protection, investments, retirement, later life and inheritance planning.

Key contacts (2)

Sally Ann Shippam

Director

Charles Bulwer George Shippam

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£84.1KEstimate

Founded

8 years ago

Since Mar 2018

Norwich, Norfolk

Financial health

Financial Health

Healthy

Healthy · Hiring · 6% CAGR over 4y

Hiring

Location

7 The Close

Norwich, Norfolk, NR1 4DJ

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HUMBOLDT FINANCIAL LIMITED

Humboldt Financial

Wealth Management

21 employeesInc. 2018LondonCH 11479520

humboldtfinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

What does HUMBOLDT FINANCIAL LIMITED do?

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

Who does HUMBOLDT FINANCIAL LIMITED sell to?

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

Key contacts (1)

Francis Terence Gill

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

8 years ago

Since Jul 2018

London

Financial health

100

Financial Health

Strong

Location

Swan House, 33 Queen Street

London, EC4R 1AP

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James & Associates Financial Services Limited

James & Associates Financial Services

Wealth Management

7 employeesInc. 2002SomersetCH 04558099

jamesandassociates.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets90 / 100

Cash100 / 100

Headcount40 / 100

What does James & Associates Financial Services Limited do?

Provides independent financial advice and planning services including savings and investment planning, pensions and retirement advice, inheritance planning, protection and insurance, and equity…

Who does James & Associates Financial Services Limited sell to?

Serves individual clients and couples, particularly in West Somerset, seeking personal financial advice on investments, pensions, retirement, inheritance planning, equity release and protection.

Key contacts (1)

James Anson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£398.8KEstimate

Founded

23 years ago

Since Oct 2002

Somerset

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 4y

Growing

Location

13 Bancks Street, Minehead

Somerset, TA24 5DJ

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Accumulate Wealth Management (Kent) Ltd

Accumulate Wealth Management Group

Wealth Management

6 employeesInc. 2013Barnet, HertfordshireCH 08456496

accumulatewealth.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets64 / 100

Cash100 / 100

Headcount70 / 100

What does Accumulate Wealth Management (Kent) Ltd do?

Provides independent financial planning and advisory services to private and corporate clients, including investment advice, mortgages, pensions, insurance protection, trusts, and wealth management.…

Who does Accumulate Wealth Management (Kent) Ltd sell to?

Serves UK-based private clients seeking financial planning and corporate clients that need support managing existing employee schemes or establishing new workplace arrangements.

Key contacts (2)

Tracy Margaret Airey

Director

Geoff Robert Walter Airey

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£229.6KEstimate

Founded

13 years ago

Since Mar 2013

Barnet, Hertfordshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 6% CAGR over 3y

Hiring

Location

1 Beauchamp Court, 10 Victors Way

Barnet, Hertfordshire, EN5 5TZ

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Opus Gold Limited

Opus Gold

Wealth Management

8 employeesInc. 2010Portsmouth, HampshireCH 07284921

opusgold.com

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Financial sub-scores

Computed from 4 filings

Net assets90 / 100

Cash32 / 100

Headcount61 / 100

What does Opus Gold Limited do?

Provides independent financial advice to individuals and businesses, including pension planning, retirement options, investment and portfolio management, tax and inheritance planning, insurance…

Who does Opus Gold Limited sell to?

Serves private clients, including individuals and families, and corporate clients such as business owners, directors and employers, mainly in Brighton & Hove and Sussex.

Key contacts (2)

Kelly Jane Hasler

Director

Simon Andre Hasler

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£723.1KEstimate

Founded

16 years ago

Since Jun 2010

Portsmouth, Hampshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 5% CAGR over 3y

Hiring

Location

12 Acorn Business Park, Northarbour Road

Portsmouth, Hampshire, PO6 3TH

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Vale Insurance Services Limited

Vale Insurance

Wealth ManagementInsurance

19 employeesInc. 1990CheshireCH 02557904

vale.uk.com

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Financial sub-scores

Computed from 5 filings

Net assets72 / 100

Cash57 / 100

Headcount86 / 100

What does Vale Insurance Services Limited do?

Provides independent financial advice to individuals and businesses, including savings and investment planning, retirement and pension advice, protection insurance, equity release, mortgages, estate…

Who does Vale Insurance Services Limited sell to?

Serves individuals and families seeking financial advice across life stages, from early careers to retirement, alongside business clients needing financial planning support.

Key contacts (1)

Francis Geoffrey Hartley

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.3MEstimate

Founded

35 years ago

Since Nov 1990

Cheshire

Financial health

Financial Health

Healthy

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

GrowingHiring

Location

22-24 Market Street, Altrincham

Cheshire, WA14 1PF

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Compass Independent Financial Services Limited

Compass IFS

Wealth Management

10 employeesInc. 2003Norwich, NorfolkCH 04777125

compass-ifs.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets43 / 100

Cash66 / 100

Headcount57 / 100

What does Compass Independent Financial Services Limited do?

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

Who does Compass Independent Financial Services Limited sell to?

Serves individuals and families in and around Norwich seeking independent financial advice, including clients planning retirement, managing investments, arranging mortgages or protection, and…

Key contacts (3)

Christopher Brian Edward Griffin

Director

Megan Kendall Clough

Director

John Rainer Hughes

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£880KEstimate

Founded

23 years ago

Since May 2003

Norwich, Norfolk

Financial health

Financial Health

Stable

Stable · Hiring · 5% CAGR over 2y

Hiring

Location

1 Doctors Road, Blofield

Norwich, Norfolk, NR13 4LF

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Henson Crisp

Wealth Management

14 employeesInc. 2007Peterborough, CambridgeshireCH 06266686

hensoncrisp.com

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Financial sub-scores

Computed from 5 filings

Headcount100 / 100

What does Henson Crisp do?

Provides independent financial advice including retirement planning, business exit and sale planning, pensions on divorce analysis, and holistic financial planning, helping individuals and business…

Who does Henson Crisp sell to?

Serves consumers approaching or already in retirement, business owners planning an exit or sale, and people navigating divorce who need pension-related financial advice.

Key contacts (1)

Georgina Bellinger

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£195.6KEstimate

Founded

19 years ago

Since Jun 2007

Peterborough, Cambridgeshire

Financial health

100

Financial Health

Strong

Strong · Hiring · 9% CAGR over 5y

Hiring

Location

Ground Floor, Bank House The Lawns, 33 Thorpe Road

Peterborough, Cambridgeshire, PE3 6AB

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Melville Independent plc

Melville Independent

Wealth Management

0 employeesInc. 2011EdinburghCH SC398240

mi-plc.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets13 / 100

Cash31 / 100

Headcount0 / 100

What does Melville Independent plc do?

Provides independent financial advice to individuals and businesses. Offers financial planning, investment and pension planning, retirement advice, mortgage guidance, workplace pension arrangements,…

Who does Melville Independent plc sell to?

Serves individual consumers, landlords and retirees, as well as businesses and employers seeking financial advice for owners, staff benefits, workplace pensions, protection and group risk needs.

Key contacts (2)

Matthew Yuill Irvine

Director

Kristofor Graham Banks

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.2MEstimate

Founded

15 years ago

Since Apr 2011

Edinburgh

Financial health

Financial Health

Distressed

Distressed · -68% CAGR over 4y

Financial distress

Location

10 Melville Street

Edinburgh, EH3 7NS

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Yours Financially Ltd

Yours Financially

Wealth Management

5 employeesInc. 2003Southampton, HampshireCH 04773173

yoursfinancially.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets39 / 100

Cash70 / 100

Headcount23 / 100

What does Yours Financially Ltd do?

Provides financial advisory services to individuals, including retirement planning, pensions and investment advice, mortgage advice, financial protection, inheritance planning, and care fees…

Who does Yours Financially Ltd sell to?

Serves UK individuals and families seeking personal financial advice, including clients planning for retirement, investments, mortgages, inheritance and later-life care costs.

Key contacts (2)

Sheila Caroline Donaldson

Director

John Patrick Donaldson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£175.2KEstimate

Founded

23 years ago

Since May 2003

Southampton, Hampshire

Financial health

Financial Health

Stable

Stable · -4% CAGR over 4y

Location

Rownhams House Betteridge Drive, Rownhams

Southampton, Hampshire, SO16 8LS

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ONE FINANCIAL SOLUTIONS LIMITED

ONE Financial Solutions

Wealth Management

17 employeesInc. 2012Reigate, SurreyCH 08141263

onefinancialsolutions.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets14 / 100

Cash35 / 100

Headcount100 / 100

What does ONE FINANCIAL SOLUTIONS LIMITED do?

Provides financial planning and advisory services including retirement and investment planning, inheritance planning, personal insurance protection, mortgage advice, and business services such as…

Who does ONE FINANCIAL SOLUTIONS LIMITED sell to?

Serves individuals and families seeking personal financial advice, including retirement, investment, inheritance, mortgage and protection clients, plus employers reviewing employee benefits and…

Key contacts (2)

Danielle Christina Constance Griffiths

Director

Wayne Lee Griffiths

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£773.9KEstimate

Founded

14 years ago

Since Jul 2012

Reigate, Surrey

Financial health

Financial Health

Stable

Stable · Hiring · 46% CAGR over 2y

Hiring

Location

Chapter House, London Road

Reigate, Surrey, RH2 9HZ

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Vale Independent Financial Advisers Limited

Vale IFA

Wealth Management

9 employeesInc. 2008Pontyclun, MID GlamorganCH 06719775

valeifa.com

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Financial sub-scores

Computed from 5 filings

Net assets50 / 100

Cash87 / 100

Headcount79 / 100

What does Vale Independent Financial Advisers Limited do?

Provides independent financial advice and financial planning services to individuals and businesses, including pension planning, savings and investment advice, estate planning, mortgage advice, and…

Who does Vale Independent Financial Advisers Limited sell to?

Serves private individuals and business clients, including people with pension, investment, estate, mortgage or protection needs, locally in South Wales and nationally.

Key contacts (2)

Joseph Alexander Nash

Director

Paul Christian Edwards

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£458.5KEstimate

Founded

17 years ago

Since Oct 2008

Pontyclun, MID Glamorgan

Financial health

Financial Health

Healthy

Healthy · Hiring · 6% CAGR over 4y

Hiring

Location

4 Ely Valley Road, Talbot Green

Pontyclun, Mid Glamorgan, CF72 8AL

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Futures Assured Limited

Futures Assured

Wealth ManagementInsurance

7 employeesInc. 2002Sheffield, South YorkshireCH 04534970

futuresassured.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets17 / 100

Cash100 / 100

Headcount13 / 100

What does Futures Assured Limited do?

Provides independent financial advice including retirement planning, investment and savings advice, mortgage and remortgage brokerage, buy‑to‑let mortgages, and personal protection products such as…

Who does Futures Assured Limited sell to?

Serves individuals, families, homeowners, retirees, pre-retirees, savers, investors and buy-to-let clients seeking financial advice across Yorkshire, Derbyshire, Lincolnshire and Nottinghamshire.

Key contacts (1)

James Paul Lawton

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£411.2KEstimate

Founded

23 years ago

Since Sep 2002

Sheffield, South Yorkshire

Financial health

Financial Health

Weak

Weak · -12% CAGR over 3y

Location

Units 8 And 9 The John Banner Centre, 620 Attercliffe Road

Sheffield, South Yorkshire, S9 3QS

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MANNING & COMPANY (SOUTH WEST) LIMITED

Manning and Company

Wealth Management

8 employeesInc. 1995Plymouth, DevonCH 03101454

manningandco.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets69 / 100

Cash0 / 100

Headcount8 / 100

What does MANNING & COMPANY (SOUTH WEST) LIMITED do?

Provides independent financial advice to individuals and businesses, including guidance on mortgages, pensions and retirement planning, savings and investments, protection insurance, and equity…

Who does MANNING & COMPANY (SOUTH WEST) LIMITED sell to?

Serves individuals and businesses in Plymouth, South Hams, South Devon and across the UK, including clients seeking personal financial guidance and business owners needing advice.

Key contacts (4)

Lisa Faye Julian

Director

Patrick James Goddard

Director

Michael Legassick

Director

Paul Northmore

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£741.6KEstimate

Founded

30 years ago

Since Sep 1995

Plymouth, Devon

Financial health

Financial Health

Weak

Weak · -11% CAGR over 4y

Location

C/O Businessvision Unit 4, Sandy Court, Ashleigh Way, Plympton

Plymouth, Devon, PL7 5JX

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69 more companies and their verified directors are in the file

You’re seeing the top 50. Buy the list to get all 119 with directors, websites and financials.

How RankMath SEO 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.

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

UK Wealth Management by SEO

Wealth Management Companies Using Yoast SEO in the UK

Other Wealth Management technology

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

Related directories

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Frequently asked questions

How many UK wealth management companies use RankMath SEO?

69 actively-trading UK wealth management companies run RankMath SEO, detected via Firmbase's technology fingerprinting of their public websites joined with Companies House records. 2 of them report turnover above £5M in their most recent filed accounts.

What share of UK wealth management companies run RankMath SEO?

RankMath SEO accounts for 8% of UK wealth management companies with a detectable SEO (69 of 866), behind Yoast SEO (85.6%).

How is RankMath SEO 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 RankMath SEO 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 RankMath SEO with no website signature will not appear.

What size wealth management companies use RankMath SEO in the UK?

The median RankMath SEO-running wealth management company employs 6 people and reports roughly £405k in UK turnover. 2 of the cohort report turnover above £5M.

What do RankMath SEO-running wealth management companies also run?

53.6% of RankMath SEO-running UK wealth management companies also run Google Analytics, 52.2% run reCAPTCHA, 47.8% run Google Tag Manager, 42% run Elementor. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 155 verified directors — names and roles — across these 69 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 119 companies as a spreadsheet.

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