Wealth Management Companies Using reCAPTCHA in the UK: 887 Active Firms (2026)

Updated June 2026

Wealth management firms running bot protection use website verification to reduce spam and automated abuse across client enquiry forms in the UK.

For wealth managers, the verification layer sits at the edge of the public website rather than inside the advice process. It screens client enquiry forms, adviser-contact pages and early onboarding journeys for automated submissions, spam and scraping. Adoption points to a firm with a direct-channel posture: marketing wants cleaner inbound leads, compliance wants fewer questionable records, and operations wants less manual triage. The surrounding stack often includes content management, tag management, analytics and review-related tooling, so engagements tend to be small web projects with recurring checks around false positives, accessibility and client confidence.

Across the UK, 887 wealth management firms are running this verification layer. Within detected security tools for the sector, it sits first in the category ranking, accounting for 92.9% against the category base of 955, well ahead of the next bot-management, firewall and site-clean-up tools. Registered-address skew is dispersed rather than London-only: the South East is at 15.4%, London at 15.2%, the North West at 12.3%, the South West at 10.8% and the East of England at 10.6%. Reported employment comes to 1,545 people, giving adoption a visible operating footprint rather than only micro-site coverage.

Bot checks are usually treated as a website-control issue, not as regulated advice technology. Even so, wealth managers sit under FCA oversight, and enquiry forms often collect contact details and notes about financial circumstances before a client relationship exists. That puts configuration, retention and consent wording into the compliance workflow. Procurement tends to involve marketing, compliance and outsourced technology support, so the practical risk is less the verification service itself than unmanaged third-party scripts, inaccessible challenges and poor evidence of how website leads are captured.

Adoption appears mature in this niche, so change is likely to come through configuration and bundling rather than first-time deployment. Wealth managers tend to have limited internal engineering capacity, which favours default security settings packaged with forms, hosting and analytics. Pressure is likely to come from client experience and accessibility: firms want fewer visible challenges, but still need protection from spam and credential-stuffing attempts. The category may therefore drift towards background scoring, managed website-security bundles and tighter compliance sign-off on third-party scripts.

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 reCAPTCHA rises with company size across the trading UK wealth management companies in this cohort. 12.6% of the 5,347 companies with under 10 employees run reCAPTCHA (675 detected). 43.9% of the 453 companies with 10–50 employees run reCAPTCHA (199 detected). 25% of the 28 companies with over 50 employees run reCAPTCHA (7 detected). That is a 12.4% gap between the over 50 employees and under 10 employees bands.

887

Active firms

2026

92.9%

Of detected Security share

UK wealth management

Median headcount

Filed accounts

2,019

Verified directors

Across this cohort

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Key facts

About 1% of the trading cohort reports turnover above £5M (11 of 887 firms) — the rest sits below that revenue band.

5% of the cohort was incorporated since 2022 (45 firms), so a sizeable share is in its first few filing cycles.

Within the detected security category for UK wealth management, reCAPTCHA accounts for 92.9% (887) of 955 firms, compared with Akamai Bot Manager at 1.9% (18).

The reCAPTCHA-running wealth management cohort is regionally spread, with the South East at 15.4% (137), London at 15.2% (135) and the North West at 12.3% (109).

Website stacks tend to be mainstream: 57.3% (508) also run WordPress, 46.1% (409) Google Tag Manager and 44.5% (395) Google Analytics.

Client acquisition tooling is visible in the stack: 28.2% (250) also run VouchedFor and 27.3% (242) Contact Form 7.

Sector tags overlap beyond advice: 23.8% (211) of this cohort are also tagged Insurance, 12.7% (113) Asset Management and 9.0% (80) Retail Banking.

Security market share among UK Wealth Management

reCAPTCHA

Barracuda Networks

Other / long tail

Share of the 955 UK Wealth Management with a detectable system. As of June 2026.

What else do reCAPTCHA-running Wealth Management run?

Share of the 887 reCAPTCHA-running UK companies where each technology was also detected. As of June 2026.

Where reCAPTCHA Wealth Management are, and how healthy they look

By region

South East

London

North West

South West

East of England

Rest of UK

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

By financial health

Strong

Healthy

Stable

Weak

Distressed

Insufficient history

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

Median headcount

£347.5K

Median UK turnover

1.2%

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 1,704 companies, alongside financials and websites, in one Excel + CSV file.

Top UK Wealth Management using reCAPTCHA

Ranked by sales-readiness score: an AI model assesses what each company does, its sector and size, and scores its overall fit. Best-fit prospects appear first.

Company

Sales readinessHow strongly each company matches this list’s ideal-customer profile. An AI model assesses what each company does (from its website), its sector and size, and scores its overall fit 0–100. Companies are listed highest score first, so the best-fit prospects appear at the top.

Turnover

Employees

Growth (yoy)Year-on-year change in UK headcount, from filed accounts.

Financial healthComposite 0–100 score from recent XBRL filings (profitability, net assets, liquidity, cash, headcount). Bands: Strong, Healthy, Stable, Weak, Distressed.

Location

Dowgate Wealth Limited

Dowgate Wealth

Wealth ManagementAsset Management

14 employeesInc. 2019LondonCH 12221221

dowgatewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

What does Dowgate Wealth Limited do?

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

Who does Dowgate Wealth Limited sell to?

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

Key contacts (4)

Colin Mark Hughes

Director

Josh Sanford

Director

Stuart Melville Parkinson

Director

Benjamin Thomas McKeown

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4.8MEstimate

Founded

6 years ago

Since Sep 2019

London

Financial health

100

Financial Health

Strong

Location

15 Fetter Lane

London, EC4A 1BW

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Y TREE LIMITED

Y Tree

Wealth ManagementFintech

125 employeesInc. 2016LondonCH 10186799

y-tree.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount100 / 100

What does Y TREE LIMITED do?

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

Who does Y TREE LIMITED sell to?

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

Key contacts (4)

Eliana Magdalene Sydes

Director

John Laurence Hampel

Director

Eric Peretz

Director

Stuart Anthony Cash

Director

Full details & directors in the file

Company vitals

UK Headcount

125

UK Revenue

£13.7MEstimate

Founded

10 years ago

Since May 2016

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 23% CAGR over 4y

Hiring

Location

130 Shaftesbury Avenue

London, W1D 5EU

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YOU ASSET MANAGEMENT LIMITED (FORMERLY BEAUFORT INVESTMENT MANAGEMENT LIMITED)

YOU Asset Management

Asset ManagementWealth Management

15 employeesInc. 2007Farnborough, SurreyCH 06150317

you-asset.co.uk

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Financial sub-scores

Computed from 3 filings

Profitability100 / 100

Net assets100 / 100

Cash100 / 100

Headcount14 / 100

What does YOU ASSET MANAGEMENT LIMITED (FORMERLY BEAUFORT INVESTMENT MANAGEMENT LIMITED) do?

Provides investment management services for private clients, trusts, charities and corporate bodies. Offers actively managed, income, ethical and passive model portfolios and multi-asset funds, with…

Who does YOU ASSET MANAGEMENT LIMITED (FORMERLY BEAUFORT INVESTMENT MANAGEMENT LIMITED) sell to?

Serves private clients, trusts, charities and corporate bodies seeking investment management, with portfolios for varying risk profiles and ethical or income needs.

Key contacts (2)

Steven Craig Poulton

Director

Derrick William Dunne

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4.7M

Founded

19 years ago

Since Mar 2007

Farnborough, Surrey

Financial health

Financial Health

Strong

Strong · Profitable · -15% CAGR over 2y

Profitable

Location

Brennan House, Farnborough Aerospace Centre Business Park

Farnborough, Surrey, GU14 6XR

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GBIM Limited

Gore Browne Investment Management

Wealth ManagementAsset Management

23 employeesInc. 2011Salisbury, WiltshireCH 07746731

gbim.co.uk

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Financial sub-scores

Computed from 2 filings

Profitability100 / 100

Net assets85 / 100

Cash91 / 100

Headcount36 / 100

What does GBIM Limited do?

Provides discretionary investment management and portfolio services, including bespoke portfolio management, AIM portfolio service and savings investments, for individuals, businesses, charities and…

Who does GBIM Limited sell to?

Serves individual investors, businesses, charities, trustees and professional advisers, with clients throughout the UK and overseas.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£3.6M

Founded

14 years ago

Since Aug 2011

Salisbury, Wiltshire

Financial health

Financial Health

Strong

Strong · Profitable · -4% CAGR over 1y

Profitable

Location

Milford House, 43-55 Milford Street

Salisbury, Wiltshire, SP1 2BP

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LAVER WEALTH MANAGEMENT LIMITED

Laver Wealth

Wealth ManagementAsset Management

13 employeesInc. 1991Weston Super Mare, SomersetCH 02589429

laverwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets77 / 100

Cash44 / 100

Headcount80 / 100

What does LAVER WEALTH MANAGEMENT LIMITED do?

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

Who does LAVER WEALTH MANAGEMENT LIMITED sell to?

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

Key contacts (3)

Margaret Mary Williams

Director

Stephen Charles Hillier

Director

Derrick Laver

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£490.4KEstimate

Founded

35 years ago

Since Mar 1991

Weston Super Mare, Somerset

Financial health

Financial Health

Healthy

Healthy · Hiring · 7% CAGR over 4y

Hiring

Location

9 Beaconsfield Road

Weston Super Mare, Somerset, BS23 1YE

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SECURE FOR LIFE WEALTH MANAGEMENT LTD

Secure for Life Wealth Management

Wealth Management

12 employeesInc. 2019Gowerton, SwanseaCH 12010358

sfl.ca/en

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount83 / 100

What does SECURE FOR LIFE WEALTH MANAGEMENT LTD do?

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

Who does SECURE FOR LIFE WEALTH MANAGEMENT LTD sell to?

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

Key contacts (1)

Richard John Angliss

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.7MEstimate

Founded

7 years ago

Since May 2019

Gowerton, Swansea

Financial health

Financial Health

Strong

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

GrowingHiring

Location

43 Brynymor Road

Gowerton, Swansea, SA4 3EY

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WATSON FRENCH LIMITED

Watson French Wealth Management

Wealth Management

0 employeesInc. 2000Truro, CornwallCH 03938803

watsonfrench.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets83 / 100

Cash100 / 100

Headcount0 / 100

What does WATSON FRENCH LIMITED do?

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

Who does WATSON FRENCH LIMITED sell to?

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

Key contacts (1)

Stephen Philip Watson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£363.6KEstimate

Founded

26 years ago

Since Mar 2000

Truro, Cornwall

Financial health

Financial Health

Healthy

Healthy · -65% CAGR over 4y

Location

Courtleigh House, 74-75 Lemon Street

Truro, Cornwall, TR1 2PN

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Moore Kingston Smith Financial Advisers Limited

Moore Kingston Smith Financial Advisers

Wealth Management

29 employeesInc. 2011LondonCH 07694501

mooreks.co.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount100 / 100

What does Moore Kingston Smith Financial Advisers Limited do?

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

Who does Moore Kingston Smith Financial Advisers Limited sell to?

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

Key contacts (2)

Ian Robert George Thomas

Director

David Painter

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3M

Founded

15 years ago

Since Jul 2011

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 20% CAGR over 4y

Hiring

Location

6th Floor, 9 Appold Street

London, EC2A 2AP

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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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Sovereign Wealth Limited

Sovereign Wealth

Wealth Management

0 employeesInc. 2010Leeds, YorkshireCH 07115386

sovereign-wealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets86 / 100

Cash100 / 100

What does Sovereign Wealth Limited do?

Provides private client wealth management and financial planning services, including investment planning, retirement planning, protection and legacy planning, mortgages and banking advice, and…

Who does Sovereign Wealth Limited sell to?

Serves private clients and families across the UK, particularly people with wealth, retirement, investment and legacy planning needs, alongside business owners and employers seeking corporate…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.5MEstimate

Founded

16 years ago

Since Jan 2010

Leeds, Yorkshire

Financial health

Financial Health

Strong

Location

1285 Century Way, Thorpe Park

Leeds, Yorkshire, LS15 8ZB

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Daintree Wealth Management Limited

Daintree Wealth Management

Wealth Management

7 employeesInc. 2017ManchesterCH 10762963

daintreewm.com

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Financial sub-scores

Computed from 5 filings

Net assets95 / 100

Cash100 / 100

Headcount100 / 100

What does Daintree Wealth Management Limited do?

Provides financial planning and wealth management services for private individuals and institutions, including investment oversight, model portfolio services, pension advice, business exit planning,…

Who does Daintree Wealth Management Limited sell to?

Serves private individuals, families, business owners after exits, and institutional investors across the North West and wider UK with personal or institutional wealth needs.

Key contacts (1)

Lubna Kaiser

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

9 years ago

Since May 2017

Manchester

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 28% CAGR over 5y

GrowingHiring

Location

1 Balloon Street

Manchester, M4 4BE

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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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Maspero Associates Wealth Management Limited

Maspero Associates Wealth Management

Wealth Management

5 employeesInc. 2015Dorchester, DorsetCH 09933578

masperoassociates.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Maspero Associates Wealth Management Limited do?

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

Who does Maspero Associates Wealth Management Limited sell to?

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

Key contacts (2)

Poppy Jane Hoskins

Director

Alasdair Ian Maspero

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£967.5KEstimate

Founded

10 years ago

Since Dec 2015

Dorchester, Dorset

Financial health

100

Financial Health

Strong

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

GrowingHiring

Location

20 Vespasian Way

Dorchester, Dorset, DT1 2RD

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Rees Wealth Management Ltd

Rees Wealth Management

Wealth Management

6 employeesInc. 2019Loughborough, LeicestershireCH 11866965

reeswealthmanagement.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Rees Wealth Management Ltd do?

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

Who does Rees Wealth Management Ltd sell to?

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

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£557.6KEstimate

Founded

7 years ago

Since Mar 2019

Loughborough, Leicestershire

Financial health

100

Financial Health

Strong

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

GrowingHiring

Location

Bandalls Farm Cotes Road, Cotes

Loughborough, Leicestershire, LE12 5TF

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Anders Bayley Scott Ltd

Anders Bayley Scott

Wealth Management

15 employeesInc. 2011Brighton, SurreyCH 07889267

andersbayleyscott.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets90 / 100

Cash100 / 100

Headcount100 / 100

What does Anders Bayley Scott Ltd do?

Provides independent financial advice and planning services including retirement planning, investment planning, care fee planning for later life, workplace pensions and employee benefits. Advises…

Who does Anders Bayley Scott Ltd sell to?

Serves private clients, trustees and businesses, mainly in London and South East England, including retirees or later-life planners, investors with £150k+, and employers managing workplace pensions…

Key contacts (4)

Simeon John Adams

Director

Colin Hare

Director

Kevin Michael Ceurvorst

Director

Anthony Graham George Laverick

Director

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Company vitals

UK Headcount

UK Revenue

£806.3KEstimate

Founded

14 years ago

Since Dec 2011

Brighton, Surrey

Financial health

Financial Health

Strong

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

GrowingHiring

Location

5th Floor Park Gate, 161-163 Preston Road

Brighton, Surrey, BN1 6AU

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Kpw Investments LLP

KPW Investments

Wealth Management

14 employeesInc. 2019GlasgowCH SO306664

kpwinvestments.co.uk

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Financial sub-scores

Computed from 5 filings

Cash85 / 100

Headcount100 / 100

What does Kpw Investments LLP do?

Provides independent financial advice and wealth management services including investment management, retirement planning, defined benefit pension transfers, estate and inheritance tax planning,…

Who does Kpw Investments LLP sell to?

Serves UK private clients and families seeking financial advice, including individuals planning retirement, managing investments, transferring defined benefit pensions, arranging mortgages, or…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£3.2M

Founded

7 years ago

Since Mar 2019

Glasgow

Financial health

Financial Health

Strong

Strong · Hiring · 19% CAGR over 4y

Hiring

Location

7 Royal Crescent

Glasgow, G3 7SL

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MIWORLD BUSINESS SERVICES LIMITED

Mi World Services Limited

Wealth Management

6 employeesInc. 2018LichfieldCH 11664299

miworldserviceslimited.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does MIWORLD BUSINESS SERVICES LIMITED do?

Provides wealth management and financial planning consultancy, including investment portfolio design, cashflow modelling tools, tax planning support, and employee benefit advice. Works with…

Who does MIWORLD BUSINESS SERVICES LIMITED sell to?

Serves a mix of private and business clients, including high-net-worth individuals and families, company owners seeking corporate financial support, employers arranging employee benefits, and signed…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£364.3KEstimate

Founded

7 years ago

Since Nov 2018

Lichfield

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 60% CAGR over 4y

GrowingHiring

Location

Wall House Green Lane, Wall

Lichfield, WS14 0AS

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Invictus Wealth Consultants Limited

Invictus Wealth Consultants

Wealth Management

11 employeesInc. 2016HorshamCH 10499543

invictuswealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash95 / 100

Headcount100 / 100

What does Invictus Wealth Consultants Limited do?

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

Who does Invictus Wealth Consultants Limited sell to?

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

Key contacts (1)

Lloyd Alexander Magee

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£730KEstimate

Founded

9 years ago

Since Nov 2016

Horsham

Financial health

Financial Health

Strong

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

GrowingHiring

Location

Unit 7 New House Business Centre Old Crawley Road, Faygate

Horsham, RH12 4RU

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LFP Consultants Limited

LFP Consultants

Wealth Management

16 employeesInc. 2004Chorley, LancashireCH 05107595

lfp.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount17 / 100

What does LFP Consultants Limited do?

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

Who does LFP Consultants Limited sell to?

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

Key contacts (1)

Mark John Chester

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£851.1KEstimate

Founded

22 years ago

Since Apr 2004

Chorley, Lancashire

Financial health

Financial Health

Healthy

Healthy · -9% CAGR over 3y

Location

Legacy House 407 Preston Road, Clayton Le Woods

Chorley, Lancashire, PR6 7JA

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Bowcliffe Wealth Management Limited

Bowcliffe Wealth Management

Wealth Management

13 employeesInc. 2015WetherbyCH 09724428

bowcliffewm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount94 / 100

What does Bowcliffe Wealth Management Limited do?

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

Who does Bowcliffe Wealth Management Limited sell to?

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

Key contacts (1)

Adrian Brook

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£793.5KEstimate

Founded

10 years ago

Since Aug 2015

Wetherby

Financial health

Financial Health

Strong

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

GrowingHiring

Location

Bowcliffe Court, Bowcliffe Hall Great North Road, Bramham

Wetherby, LS23 6LW

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Thomson Tyndall Ltd

Thomson Tyndall

Wealth Management

16 employeesInc. 2015LondonCH 09779579

thomsontyndall.com

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Financial sub-scores

Computed from 3 filings

Profitability100 / 100

Net assets83 / 100

Cash62 / 100

Headcount73 / 100

What does Thomson Tyndall Ltd do?

Provides independent financial planning and investment management for private clients, families, charities and businesses. Services include portfolio management, tax planning, mortgage advice, and…

Who does Thomson Tyndall Ltd sell to?

Serves a mix of B2C and B2B clients: private clients and families, small businesses and charities across the UK, plus employers seeking financial education for staff at different career stages.

Key contacts (3)

Scott Marcus Tindle

Director

Stephanie Victoria Evans

Director

James Douglas Alasdair Fergusson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£6.4M

Founded

10 years ago

Since Sep 2015

London

Financial health

Financial Health

Strong

Strong · Profitable, Growing, Hiring · 11% CAGR over 2y

ProfitableGrowingHiring

Location

1 The Sanctuary

London, SW1P 3JT

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HFMC WEALTH LIMITED

Hfmc Wealth

Wealth Management

Inc. 1985Weybridge, SurreyCH 01911493

hfmcwealth.com

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Financial sub-scores

Computed from 2 filings

Profitability100 / 100

Net assets8 / 100

Cash100 / 100

What does HFMC WEALTH LIMITED do?

Provides independent financial planning and wealth management advice, including investment strategy, retirement planning, inheritance tax and succession planning, insurance, and international…

Who does HFMC WEALTH LIMITED sell to?

Serves high-net-worth individuals and affluent private clients, including business owners, entrepreneurs, wealthy families, senior corporate executives, retirees, consulting professionals, non-UK…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£6.4M

Founded

41 years ago

Since May 1985

Weybridge, Surrey

Financial health

Financial Health

Healthy

Healthy · Profitable

Profitable

Location

Hfmc House, New Road

Weybridge, Surrey, KT13 9BW

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Circle Wealth Partners Ltd

Circle Wealth

Wealth Management

10 employeesInc. 2020Woking, SurreyCH 12860069

circlewealth.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does Circle Wealth Partners Ltd do?

Provides financial planning and wealth management advice, including investment planning, pensions, tax‑efficient savings, inheritance planning and trusts. Advises individuals on building, managing,…

Who does Circle Wealth Partners Ltd sell to?

Serves individual private clients seeking personalised wealth advice, including investors, pension holders, retirees, people planning inheritance or trusts, and business owners investing sale…

Key contacts (2)

Kevin Mark Shaw

Director

Matthew David Stuart Parker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£3.1MEstimate

Founded

5 years ago

Since Sep 2020

Woking, Surrey

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

Chancery House, 30 St Johns Road

Woking, Surrey, GU21 7SA

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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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Symes Wealth Management Ltd

Symes Wealth Management

Wealth Management

9 employeesInc. 2014Broadstone, DorsetCH 09079947

scottsymeswm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount79 / 100

What does Symes Wealth Management Ltd do?

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

Who does Symes Wealth Management Ltd sell to?

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

Key contacts (2)

Scott Symes

Director

Sheena Symes

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£900.3KEstimate

Founded

12 years ago

Since Jun 2014

Broadstone, Dorset

Financial health

Financial Health

Strong

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

GrowingHiring

Location

204a Lower Blandford Road

Broadstone, Dorset, BH18 8DP

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FENSHAM HOWES LIMITED

Fensham Howes

Wealth Management

19 employeesInc. 2006Wetherby, West YorkshireCH 05744155

fenshamhowes.com

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Financial sub-scores

Computed from 3 filings

Net assets71 / 100

Cash100 / 100

Headcount77 / 100

What does FENSHAM HOWES LIMITED do?

Provides financial planning and investment advisory services for private individuals, families, trustees and court‑appointed deputies. Advises on portfolio strategy, long‑term financial planning, and…

Who does FENSHAM HOWES LIMITED sell to?

Serves trustees and deputies managing personal injury trusts and deputyships, plus private individuals and families seeking long-term financial planning and investment support.

Key contacts (2)

Giles Mark Pidcock

Director

Lewis Verlie Howes

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£908.8KEstimate

Founded

20 years ago

Since Mar 2006

Wetherby, West Yorkshire

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 13% CAGR over 2y

GrowingHiring

Location

The West Wing Bowcliffe Hall, Bramham

Wetherby, West Yorkshire, LS23 6LP

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Berkley Square Private Clients Limited

Berkley Square Private Clients

Wealth Management

7 employeesInc. 2007Chippenham, WiltshireCH 06416774

berkleysquarepc.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets60 / 100

Cash100 / 100

Headcount28 / 100

What does Berkley Square Private Clients Limited do?

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

Who does Berkley Square Private Clients Limited sell to?

Serves high-net-worth private clients, higher earners, business owners and company directors, as well as families with intergenerational wealth needs and people approaching or in retirement.

Key contacts (1)

Jason Neil Ritchie

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£556.1KEstimate

Founded

18 years ago

Since Nov 2007

Chippenham, Wiltshire

Financial health

Financial Health

Healthy

Healthy · -6% CAGR over 2y

Location

8 Forest Gate, Pewsham

Chippenham, Wiltshire, SN15 3RD

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CRAVEN STREET FINANCIAL PLANNING LIMITED

Craven Street Wealth

Wealth Management

84 employeesInc. 1999CanterburyCH 03852054

cravenstreetwealth.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount100 / 100

What does CRAVEN STREET FINANCIAL PLANNING LIMITED do?

Provides independent financial planning and wealth management services for individuals, families and business owners. Advises on investments, retirement planning, protection insurance, long‑term care…

Who does CRAVEN STREET FINANCIAL PLANNING LIMITED sell to?

Serves individuals and families, plus business owners and directors. Also works with professional advisers such as accountants, lawyers and business advisers across London, the Home Counties and the…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£6.7MEstimate

Founded

26 years ago

Since Oct 1999

Canterbury

Financial health

100

Financial Health

Strong

Strong · Hiring · 39% CAGR over 4y

Hiring

Location

Lawrence House Summer Hill, Harbledown

Canterbury, CT2 8GT

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CPM Financial Planning Limited

CPM Financial Services

Wealth Management

6 employeesInc. 2012Horsham, West SussexCH 07937995

cpmfinancialservices.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does CPM Financial Planning Limited do?

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

Who does CPM Financial Planning Limited sell to?

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

Key contacts (2)

Gary Inch

Director

Christopher Paul Masters

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£369.9KEstimate

Founded

14 years ago

Since Feb 2012

Horsham, West Sussex

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

Solo House The Courtyard, London Road

Horsham, West Sussex, RH12 1AT

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MOLE VALLEY ASSET MANAGEMENT LTD

MVAM Financial Advice

Asset ManagementWealth Management

16 employeesInc. 2013Dorking, SurreyCH 08600041

mvam.com

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Financial sub-scores

Computed from 3 filings

Cash84 / 100

Headcount61 / 100

What does MOLE VALLEY ASSET MANAGEMENT LTD do?

Provides financial advice and discretionary investment management for individuals and businesses, including retirement and pension planning, savings and investment portfolios, tax and estate…

Who does MOLE VALLEY ASSET MANAGEMENT LTD sell to?

Serves private clients, families and small businesses, including retirees, savers, investors, parents planning education costs, and employers needing pension or auto-enrolment support, with a local…

Key contacts (3)

Rachel Victoria Rigby

Director

Duncan John Sanford

Director

Craig Jonathan Harper

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3M

Founded

13 years ago

Since Jul 2013

Dorking, Surrey

Financial health

Financial Health

Healthy

Healthy · Hiring · 7% CAGR over 2y

Hiring

Location

275 High Street

Dorking, Surrey, RH4 1RY

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MCALPINE BROWN SMYTH LTD

MBS Financial Planning

Wealth Management

8 employeesInc. 2019BelfastCH NI661742

mbsifp.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount100 / 100

What does MCALPINE BROWN SMYTH LTD do?

Provides independent financial planning and advisory services to individuals and business owners, including investment planning, retirement planning, estate and trust planning, and ongoing review and…

Who does MCALPINE BROWN SMYTH LTD sell to?

Serves individual clients, particularly high-net-worth people and SME business owners, seeking personal and corporate financial planning. Also works with trustees and reaches clients via professional…

Key contacts (4)

Liam Patrick Rice

Director

Paul John Taggart

Director

Alan James Smyth

Director

Jonathan Timothy McAlpine

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£360.5KEstimate

Founded

7 years ago

Since May 2019

Belfast

Financial health

100

Financial Health

Strong

Strong · Hiring · 28% CAGR over 4y

Hiring

Location

The Mount, 2 Woodstock Link

Belfast, BT6 8DD

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HALL & GERTSKI WEALTH MANAGEMENT LTD

Hall & Gertski Wealth Management

Wealth Management

16 employeesInc. 2014Rochester, KentCH 09010635

hallandgertskiwealthmanagement.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets71 / 100

Cash100 / 100

Headcount34 / 100

What does HALL & GERTSKI WEALTH MANAGEMENT LTD do?

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

Who does HALL & GERTSKI WEALTH MANAGEMENT LTD sell to?

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

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.8MEstimate

Founded

12 years ago

Since Apr 2014

Rochester, Kent

Financial health

Financial Health

Healthy

Healthy · -3% CAGR over 2y

Location

Unit 4, The Barn 2 Oakleigh Grove, Cliffe Woods

Rochester, Kent, ME3 8GY

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Blue Financial Group Limited

Blue Wealth

Wealth Management

6 employeesInc. 2011BristolCH 07603456

bluewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets77 / 100

Cash100 / 100

Headcount17 / 100

What does Blue Financial Group Limited do?

Provides independent financial planning services to individuals and families, including retirement planning, wealth management, financial modelling, pension advice, and strategies for tax‑efficient…

Who does Blue Financial Group Limited sell to?

Serves private clients, including high-earning professionals, business owners, people approaching retirement, retirees, and families looking to preserve and pass on wealth.

Key contacts (3)

Adrian James Thorley

Director

Daniel Christopher Britton

Director

Robert Paul Bowers

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£431KEstimate

Founded

15 years ago

Since Apr 2011

Bristol

Financial health

Financial Health

Healthy

Healthy · -7% CAGR over 4y

Location

141 Whiteladies Road

Bristol, BS8 2QB

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BURFIELDS HOUSE WEALTH MANAGEMENT LTD

Burfields House Wealth Management

Wealth ManagementAsset Management

24 employeesInc. 2017Goudhurst, KentCH 11011315

burfieldshousewm.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets58 / 100

Cash100 / 100

Headcount83 / 100

What does BURFIELDS HOUSE WEALTH MANAGEMENT LTD do?

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

Who does BURFIELDS HOUSE WEALTH MANAGEMENT LTD sell to?

Serves private clients, families, retirees, trustees, business owners, company directors and professional partners seeking wealth management advice, primarily across the South East.

Key contacts (3)

Connor Essam

Director

Gary Hobden

Director

Robin Francis Quirt

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.1MEstimate

Founded

8 years ago

Since Oct 2017

Goudhurst, Kent

Financial health

Financial Health

Healthy

Healthy · Hiring · 10% CAGR over 3y

Hiring

Location

Burfields House, The Plain

Goudhurst, Kent, TN17 1AE

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BACKHOUSE INDEPENDENT FINANCIAL SERVICES LIMITED

Backhouse IFS

Wealth Management

6 employeesInc. 1973Nelson, LancashireCH 01140032

backhouseifs.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets83 / 100

Cash100 / 100

Headcount70 / 100

What does BACKHOUSE INDEPENDENT FINANCIAL SERVICES LIMITED do?

Provides independent financial advice to individuals and businesses, including retirement planning, pension consolidation and defined benefit transfers, investment management, lifetime cashflow…

Who does BACKHOUSE INDEPENDENT FINANCIAL SERVICES LIMITED sell to?

Serves UK individuals seeking financial advice across retirement, pensions, investments and later-life planning, alongside business owners and employers needing financial planning or employee…

Key contacts (1)

Graham Richard Tracey

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£356.7KEstimate

Founded

52 years ago

Since Oct 1973

Nelson, Lancashire

Financial health

Financial Health

Strong

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

GrowingHiring

Location

Oakmount House, 7-9 Carrside

Nelson, Lancashire, BB9 6RX

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STOVER FINANCIAL PLANNERS LTD

Stover Financial Planners

Wealth Management

4 employeesInc. 2020Newton Abbot, DevonCH 12740570

stoverfp.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount83 / 100

What does STOVER FINANCIAL PLANNERS LTD do?

Provides independent financial planning and advisory services for individuals, families, retirees, business owners and trustees, including retirement planning, cash flow modelling, and guidance on…

Who does STOVER FINANCIAL PLANNERS LTD sell to?

Serves individuals and families, people approaching or in retirement, business owners and trustees seeking independent financial planning and advice.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£386.9KEstimate

Founded

6 years ago

Since Jul 2020

Newton Abbot, Devon

Financial health

Financial Health

Strong

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

GrowingHiring

Location

Kingdom Business Centre Kingdom House, Brunel Road

Newton Abbot, Devon, TQ12 4PB

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Dwb Wealth Consultancy (Wetherby) LLP

DWB Wealth Consultancy

Wealth Management

6 employeesInc. 2013Wetherby, North YorkshireCH OC383614

dwbwealth.co.uk

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Financial sub-scores

Computed from 3 filings

Cash56 / 100

Headcount100 / 100

What does Dwb Wealth Consultancy (Wetherby) LLP do?

Provides financial planning and wealth management advice. Services include investment management, retirement and protection planning, mortgages, and intergenerational wealth planning, advising…

Who does Dwb Wealth Consultancy (Wetherby) LLP sell to?

Serves private clients, retirees and high-earning professionals, including flight crew, medical and sports professionals, alongside business owners, company directors and professional partnerships.

Key contacts (1)

Ryan Wiggins

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£495.6KEstimate

Founded

13 years ago

Since Mar 2013

Wetherby, North Yorkshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 22% CAGR over 2y

Hiring

Location

1 Highcliffe Court, Greenfold Lane

Wetherby, North Yorkshire, LS22 6RG

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S4 FINANCIAL LIMITED

S4 Financial

Wealth Management

9 employeesInc. 2004Hook, HampshireCH 05089919

s4financial.co.uk

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Financial sub-scores

Computed from 5 filings

Profitability100 / 100

Net assets53 / 100

Cash100 / 100

Headcount40 / 100

What does S4 FINANCIAL LIMITED do?

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

Who does S4 FINANCIAL LIMITED sell to?

Serves financially comfortable individuals, families and business owners with £200,000+ in pensions or investable funds, including people planning retirement, family protection, education funding,…

Key contacts (1)

Ronald Sharp Elder

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2M

Founded

22 years ago

Since Mar 2004

Hook, Hampshire

Financial health

Financial Health

Healthy

Healthy · Profitable · 0% CAGR over 4y

Profitable

Location

Unit A, Causeway Farm Cricket Green, Hartley Wintney

Hook, Hampshire, RG27 8PS

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WATSON WOOD & SILLARS LIMITED

Watson Wood Financial Planning

Wealth Management

19 employeesInc. 2017InvernessCH SC555435

watsonwoodfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does WATSON WOOD & SILLARS LIMITED do?

Provides independent financial planning and advisory services, including pensions and retirement planning, estate planning, and long‑term investment strategies for individuals, families, business…

Who does WATSON WOOD & SILLARS LIMITED sell to?

Serves private individuals, families, business owners and trusts seeking financial planning, primarily UK consumers and private clients, with a stated focus on clients across the Highlands, Moray,…

Key contacts (3)

Kevin Michael Wood

Director

Allan Mclelland Sillars

Director

Kirsty Maclean Watson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£637.7KEstimate

Founded

9 years ago

Since Jan 2017

Inverness

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 21% CAGR over 4y

GrowingHiring

Location

Elm House, A9 Accountancy Ltd, Cradlehall Business Park

Inverness, IV2 5GH

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COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LIMITED

Cockburn Lucas

Wealth Management

18 employeesInc. 1997ChorleyCH 03365186

cockburnlucas.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount35 / 100

What does COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LIMITED do?

Provides independent financial planning and advisory services to private clients, companies and family trusts, including investment advice, retirement and pension planning, tax planning, and…

Who does COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LIMITED sell to?

Serves private clients, family trusts and businesses across the East Midlands, including individuals navigating life events and organisations seeking financial planning support.

Key contacts (2)

Walter Simeon Angus Shaw

Director

Michael James Horseman

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

29 years ago

Since May 1997

Chorley

Financial health

Financial Health

Strong

Strong · -3% CAGR over 2y

Location

Lancaster House Ackhurst Business Park, Foxhole Road

Chorley, PR7 1NY

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MASKERY WEALTH MANAGEMENT LTD

Chartered Edge Financial Planning

Wealth Management

11 employeesInc. 2016Newton Abbot, DevonCH 10102706

charterededgefp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets93 / 100

Cash77 / 100

Headcount100 / 100

What does MASKERY WEALTH MANAGEMENT LTD do?

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

Who does MASKERY WEALTH MANAGEMENT LTD sell to?

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

Key contacts (2)

Samuel Ian Paul Williams

Director

Lee James Maskery

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£380.9KEstimate

Founded

10 years ago

Since Apr 2016

Newton Abbot, Devon

Financial health

Financial Health

Strong

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

GrowingHiring

Location

Suite 5, Zealley House Greenhill Way, Kingsteignton

Newton Abbot, Devon, TQ12 3SB

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Tmp Wealth Management Ltd

TMP Wealth Management

Wealth Management

26 employeesInc. 2020Morpeth, NorthumberlandCH 12525286

tmpwealthmanagement.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets33 / 100

Cash100 / 100

Headcount80 / 100

What does Tmp Wealth Management Ltd do?

Provides financial planning and wealth management advice to individuals, families and business owners, including investment management, retirement and protection planning, mortgages and specialist…

Who does Tmp Wealth Management Ltd sell to?

Serves individuals and families, private clients, business owners and entrepreneurs across the UK, including company directors, senior executives, medical and sports professionals, contractors,…

Key contacts (5)

Peter Tapson Grieves

Director

James Owen Richfield

Director

Glenn Bolton

Director

Gary Oselton

Director

Daniel George Smith

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.5MEstimate

Founded

6 years ago

Since Mar 2020

Morpeth, Northumberland

Financial health

Financial Health

Healthy

Healthy · Hiring · 14% CAGR over 2y

Hiring

Location

Appleby House, Castle Square

Morpeth, Northumberland, NE61 1YD

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TBI Investments Limited

TBI Investment Management

Wealth ManagementAsset Management

4 employeesInc. 2017HartlepoolCH 11056627

tbiinvestments.co.uk

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Financial sub-scores

Computed from 2 filings

Cash82 / 100

Headcount40 / 100

What does TBI Investments Limited do?

Provides investment management and wealth planning services for clients, including portfolio management and investment oversight. Monitors performance of investee companies and manages client…

Who does TBI Investments Limited sell to?

Serves private investors and professional clients seeking FCA-regulated investment management and wealth planning support.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£644.3K

Founded

8 years ago

Since Nov 2017

Hartlepool

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 1y

Location

York Chambers, York Road

Hartlepool, TS26 9DP

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NJH Wealth Management Limited

NJH Wealth Management

Wealth Management

13 employeesInc. 2002Rossendale, LancashireCH 04498269

njhwealth.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets81 / 100

Cash95 / 100

Headcount40 / 100

What does NJH Wealth Management Limited do?

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

Who does NJH Wealth Management Limited sell to?

Serves individuals and families throughout the UK seeking wealth management support, including clients planning investments, retirement, protection and intergenerational wealth, plus business owners…

Key contacts (2)

Nigel James Holland

Director

Hazel Holland

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£761.7KEstimate

Founded

23 years ago

Since Jul 2002

Rossendale, Lancashire

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 3y

Growing

Location

3 Goodshawfold Close, Loveclough

Rossendale, Lancashire, BB4 8PZ

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DR MONEY LIMITED

Money Dr

Wealth Management

1 employeesInc. 2017LondonCH 10742642

moneydr.co.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

What does DR MONEY LIMITED do?

Provides financial planning and wealth management services for professionals, including doctors and dentists. Advises on investments, pensions and retirement planning, mortgages and finance,…

Who does DR MONEY LIMITED sell to?

Serves individual professionals in the UK, especially hospital doctors, GPs and dentists, as well as other higher-earning professionals seeking personal financial planning, mortgages, pensions,…

Key contacts (1)

Domenico Rizzuto

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£7.9MEstimate

Founded

9 years ago

Since Apr 2017

London

Financial health

100

Financial Health

Strong

Location

3rd Floor, 28 Austin Friars

London, EC2N 2QQ

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Sylvan Financial Management Ltd

Sylvan Financial Management

Wealth Management

12 employeesInc. 2020CheadleCH 12990055

sylvanfinancial.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets74 / 100

Cash100 / 100

Headcount100 / 100

What does Sylvan Financial Management Ltd do?

Provides independent financial planning and wealth management services, advising individuals and business owners on pensions, investments, retirement planning, tax‑efficient income extraction,…

Who does Sylvan Financial Management Ltd sell to?

Serves private individuals, couples and business owners seeking advice on pensions, investments, retirement, tax-efficient income extraction, inheritance and passing on wealth.

Key contacts (3)

Adrian George Joseph Edwards

Director

Elizabeth Jane Patrick

Director

Edward Thomas Henry Painter

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£397.2KEstimate

Founded

5 years ago

Since Nov 2020

Cheadle

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 26% CAGR over 3y

GrowingHiring

Location

5300 Lakeside

Cheadle, SK8 3GP

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THE ASPIRE PARTNERSHIP LLP

The Aspire Partnership

Wealth Management

13 employeesInc. 2010BristolCH OC351804

aspirellp.co.uk

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Financial sub-scores

Computed from 3 filings

Cash95 / 100

Headcount67 / 100

What does THE ASPIRE PARTNERSHIP LLP do?

Provides financial planning and wealth management advice, including retirement planning, investment planning and estate or passing‑on‑wealth strategies, with ongoing advisory services for…

Who does THE ASPIRE PARTNERSHIP LLP sell to?

Serves private clients approaching or in retirement, families planning wealth transfer, business owners, professionals and trustees seeking chartered financial planning advice.

Key contacts (3)

Kenneth Dean Hall

Llp Member

Naomi Keith

Llp Member

Ian Henri Marie Larthe de Langladure

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

16 years ago

Since Jan 2010

Bristol

Financial health

Financial Health

Strong

Strong · Hiring · 9% CAGR over 2y

Hiring

Location

61 Queen Charlotte Street

Bristol, BS1 4HQ

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Landmark IFA Limited

Landmark IFA

Wealth Management

26 employeesInc. 2003Stamford, LincolnshireCH 04643439

landmarkifa.co.uk

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Financial sub-scores

Computed from 3 filings

Cash84 / 100

Headcount46 / 100

What does Landmark IFA Limited do?

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

Who does Landmark IFA Limited sell to?

Serves high-net-worth individuals, affluent professionals, retirees and families, plus business owners and entrepreneurs across the Midlands and East of England.

Key contacts (1)

Robin Gary Peace

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£6.2M

Founded

23 years ago

Since Jan 2003

Stamford, Lincolnshire

Financial health

Financial Health

Healthy

Healthy · 2% CAGR over 2y

Location

Wardens House, 4 Broad Street

Stamford, Lincolnshire, PE9 1PB

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Avocet Wealth Partnership Ltd

Avocet Wealth

Wealth ManagementAsset Management

8 employeesInc. 2020Exmouth, DevonCH 13074485

avocetwealth.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets67 / 100

Cash100 / 100

Headcount83 / 100

What does Avocet Wealth Partnership Ltd do?

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

Who does Avocet Wealth Partnership Ltd sell to?

Serves private clients, retirees and investors, plus business owners, contractors, company directors, senior executives, medical professionals, education-sector clients and charities seeking wealth…

Key contacts (4)

Andrea Carroll Crook

Director

Carolyn Elisabeth Roper

Director

William Simon Hunter Roper

Director

Ian Jon Crook

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£567.2KEstimate

Founded

5 years ago

Since Dec 2020

Exmouth, Devon

Financial health

Financial Health

Strong

Strong · Hiring · 15% CAGR over 2y

Hiring

Location

55 The Parade

Exmouth, Devon, EX8 1RD

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1,655 more companies and their verified directors are in the file

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How reCAPTCHA 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.

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

Other Wealth Management technology

Wealth Management Companies Using WordPress in the UK Wealth Management Companies Using Google Analytics 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 reCAPTCHA in the UK Wealth Management in the UK Wealth Management Companies in the UK

Frequently asked questions

How many UK wealth management companies use reCAPTCHA?

887 actively-trading UK wealth management companies run reCAPTCHA, detected via Firmbase's technology fingerprinting of their public websites joined with Companies House records. 11 of them report turnover above £5M in their most recent filed accounts.

What share of UK wealth management companies run reCAPTCHA?

reCAPTCHA accounts for 92.9% of UK wealth management companies with a detectable Security (887 of 955), the most-detected Security in the sector, ahead of Akamai Bot Manager (1.9%) and CleanTalk (1.7%).

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

What size wealth management companies use reCAPTCHA in the UK?

The median reCAPTCHA-running wealth management company employs 6 people and reports roughly £348k in UK turnover. 11 of the cohort report turnover above £5M.

What do reCAPTCHA-running wealth management companies also run?

57.3% of reCAPTCHA-running UK wealth management companies also run WordPress, 46.1% run Google Tag Manager, 44.5% run Google Analytics, 38.2% run Yoast SEO. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 2,019 verified directors — names and roles — across these 887 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 1,704 companies as a spreadsheet.

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