Wealth Management Companies Using Site Kit in the UK: 93 Active Firms (2026)

Updated June 2026

Wealth management firms using website analytics tooling advise and administer client assets in the UK with instrumented public websites.

Companies running Site Kit in wealth management are usually past the purely brochure-site stage. The tool connects analytics, page-performance checks and tag hygiene inside the publishing workflow, which matters for firms using educational content, adviser biographies and enquiry forms to support direct acquisition. Adoption tends to signal a small marketing or operations function, often with agency support, rather than a large in-house digital team. It also suggests some compliance discipline: content changes, consent banners and tracking scripts need to be coordinated without breaking the adviser-client trust cues on the public site.

The UK adoption cohort contains 93 actively trading wealth management firms running Site Kit. Reported employment totals 802 people, giving the cohort a mainly small-firm profile even before turnover is considered. Within detected analytics tooling in the wider wealth management sector, Site Kit ranks second with 9.5% share, behind the default web-analytics platform at 90.4%. Regional skew is spread rather than London-only: South East 19.4%, London 14.0%, East of England 14.0%, South West 12.9% and North West 8.6%.

Marketing analytics in private-client finance sits close to regulated content governance. Wealth managers using public-site instrumentation are usually measuring educational articles, adviser profiles, enquiry forms and event or guide downloads; those journeys can create evidence trails around financial promotions, vulnerability messaging and consent. Procurement tends to be cautious because tags, cookies and embedded forms pass through external vendor infrastructure. Researchers should expect policy ownership to sit between marketing, compliance and outsourced web agencies, with change control around tracking scripts more formal than in an unregulated B2B services site.

Adoption appears tied to practical marketing operations rather than speculative technology budgets. Smaller wealth managers tend to prefer analytics bundled into familiar publishing workflows, especially when external agencies maintain the site. That keeps switching costs low, but it also leaves the stack exposed to browser privacy changes, consent fatigue and consolidation among measurement vendors. The more durable users are likely to be firms with an active direct-channel posture: regular content publishing, enquiry attribution and enough compliance capacity to approve changes without freezing the website.

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 Site Kit varies by company size across the trading UK wealth management companies in this cohort. 1.3% of the 5,347 companies with under 10 employees run Site Kit (71 detected). 5.1% of the 453 companies with 10–50 employees run Site Kit (23 detected). 0% of the 28 companies with over 50 employees run Site Kit (0 detected). That is a 1.3% gap between the over 50 employees and under 10 employees bands.

Active firms

2026

9.5%

Of detected Analytics share

UK wealth management

Median headcount

Filed accounts

221

Verified directors

Across this cohort

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Key facts

About 2% of the trading cohort reports turnover above £5M (2 of 93 firms) — the rest sits below that revenue band.

8% of the cohort was incorporated since 2022 (8 firms), so a sizeable share is in its first few filing cycles.

Wealth management firms running this analytics tool account for 9.5% (93) of the 975 firms in the sector with a detectable analytics system; a broader general analytics product appears on 90.4% (881).

Every firm in the cohort also shows the same content-management platform, at 100.0% (93).

Co-use of marketing measurement tools is visible, with 84.9% (79) also running a general analytics tag and 34.4% (32) using tag-management software.

Registered offices skew towards the South East at 19.4% (18), followed by London and the East of England at 14.0% (13) each.

Adjacent sector tags show insurance overlap at 35.5% (33), with retail banking and accounting & audit both at 12.9% (12).

WordPress plugins market share among UK Wealth Management

Site Kit

Dynatrace

Other / long tail

Share of the 975 UK Wealth Management with a detectable system. As of June 2026.

What else do Site Kit-running Wealth Management run?

Share of the 93 Site Kit-running UK companies where each technology was also detected. As of June 2026.

Where Site Kit Wealth Management are, and how healthy they look

By region

South East

London

East of England

South West

North West

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

£267.9K

Median UK turnover

2.2%

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 183 companies, alongside financials and websites, in one Excel + CSV file.

Top UK Wealth Management using Site Kit

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

CAPITAL FINANCIAL (UK) LIMITED

Capital Financial Markets

Wealth ManagementAsset Management

4 employeesInc. 2004Rayleigh, EssexCH 05109007

capitalfinancialmarkets.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets59 / 100

Cash0 / 100

Headcount40 / 100

What does CAPITAL FINANCIAL (UK) LIMITED do?

Provides discretionary and advisory investment management services, including managed portfolios, execution-only stockbroking and investment advice. Offers investment products such as SIPPs, ISAs and…

Who does CAPITAL FINANCIAL (UK) LIMITED sell to?

Sells to individual investors and families seeking wealth management, retirement planning and intergenerational wealth support. Serves private clients using advisory, discretionary and execution-only…

Key contacts (1)

Lee Christian Brenard

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£412.3KEstimate

Founded

22 years ago

Since Apr 2004

Rayleigh, Essex

Financial health

Financial Health

Weak

Weak · 0% CAGR over 3y

Location

162-164 High Street

Rayleigh, Essex, SS6 7BS

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Falco Group

Wealth ManagementAsset ManagementPrivate Equity

13 employeesInc. 2017Rochford, EssexCH 10867959

falcogroup.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount100 / 100

What does Falco Group do?

Provides asset management and private wealth management services, investing in private market opportunities and managing portfolios. Operates an online investment platform giving high‑net‑worth and…

Who does Falco Group sell to?

Serves high-net-worth and sophisticated investors, alongside sponsors, business owners and third-party managers in the UK and overseas seeking investment backing or wealth management services.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£141.9KEstimate

Founded

9 years ago

Since Jul 2017

Rochford, Essex

Financial health

100

Financial Health

Strong

Strong · Hiring · 13% CAGR over 4y

Hiring

Location

Millhouse, 32-38 East Street

Rochford, Essex, SS4 1DB

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Rossie House Investment Management LLP

Rossie House

Wealth Management

6 employeesInc. 2017LondonCH OC419374

rossiehouse.com

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Financial sub-scores

Computed from 4 filings

Headcount17 / 100

What does Rossie House Investment Management LLP do?

Provides discretionary wealth and investment management services for private individuals, trusts and charities. Manages diversified portfolios and investment funds, allocating client capital across…

Who does Rossie House Investment Management LLP sell to?

Serves private individuals, trusts and charities seeking discretionary investment management, including high-net-worth individuals, trustees and charity boards.

Key contacts (9)

Mike Elliot

Llp Designated Member

Scott Alexander Baikie

Llp Designated Member

Timothy James Arthur Laing

Llp Member

Alexander Quentin Richard Cross

Llp Designated Member

Jean Grace Kemmis-Matterson

Llp Member

George Dominic Macintosh Warre

Llp Member

David Brett Nichol

Llp Member

Charles Lachlan MacDonald

Llp Designated Member

Charles Ronald Buchanan Cox

Llp Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

8 years ago

Since Oct 2017

London

Financial health

Financial Health

Distressed

Distressed · -6% CAGR over 5y

Financial distress

Location

10-11 Charterhouse Square, London, 10 - 11 Charterhouse Square

London, EC1M 6EE

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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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WALPOLE FINANCIAL LIMITED

Walpole Financial Management

Wealth ManagementAsset Management

7 employeesInc. 2006Surbiton, SurreyCH 05954445

walpolefinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets49 / 100

Headcount90 / 100

What does WALPOLE FINANCIAL LIMITED do?

Provides independent financial planning and investment management services, including personal tax planning, estate planning, retirement analysis, and portfolio management. Offers in‑house asset…

Who does WALPOLE FINANCIAL LIMITED sell to?

Serves private clients seeking independent financial planning, investment management, personal tax, estate planning and retirement advice, with meetings available by phone, video or in person.

Key contacts (2)

Robert Anthony Spencer

Director

Oliver John Slade

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£243KEstimate

Founded

19 years ago

Since Oct 2006

Surbiton, Surrey

Financial health

Financial Health

Healthy

Healthy · Hiring · 9% CAGR over 4y

Hiring

Location

12 Victoria Road

Surbiton, Surrey, KT6 4JZ

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FIRST WEALTH MANAGEMENT LIMITED

First Wealth

Wealth ManagementAsset Management

5 employeesInc. 2011LondonCH 07816220

firstwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does FIRST WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management services, including investment management, cash flow modelling, tax and retirement planning, pensions advice, and access to EIS, SEIS and VCT…

Who does FIRST WEALTH MANAGEMENT LIMITED sell to?

Serves high-net-worth individuals, entrepreneurs from growth to exit, and professionals seeking personal financial planning, with additional focus on sports and entertainment clients and families…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£164.2KEstimate

Founded

14 years ago

Since Oct 2011

London

Financial health

100

Financial Health

Strong

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

GrowingHiring

Location

3 Park Road

London, NW1 6AS

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Green Sky Wealth Limited

Green SKY Wealth

Wealth Management

14 employeesInc. 2009Norwich, NorfolkCH 07103441

greenskywealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets34 / 100

Cash80 / 100

Headcount52 / 100

What does Green Sky Wealth Limited do?

Provides independent financial planning and advisory services to individuals and businesses, including advice on investments, pensions, and insurance protection. Designs and manages investment…

Who does Green Sky Wealth Limited sell to?

Serves individual clients and businesses, particularly in Norwich and Norfolk, seeking independent financial advice on wealth, pensions, investments and protection.

Key contacts (2)

Michael John Spooner

Director

Paul John Holiday

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£393.1KEstimate

Founded

16 years ago

Since Dec 2009

Norwich, Norfolk

Financial health

Financial Health

Stable

Stable · 1% CAGR over 5y

Location

72 St. Augustines Street

Norwich, Norfolk, NR3 3AD

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Pilling & Stockbrokers

Wealth ManagementAsset Management

5 employeesInc. 2014ManchesterCH 09220456

pilling.co.uk

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What does Pilling & Stockbrokers do?

Provides stockbroking and investment management services for private investors, trusts and companies, including share dealing, discretionary portfolio management, AIM portfolios, and administration…

Who does Pilling & Stockbrokers sell to?

Serves private investors, financial intermediaries, and trusts and companies seeking stockbroking and investment services. Targets individuals using ISAs, SIPPs, JISAs and dealing accounts, alongside…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£85.2KEstimate

Founded

11 years ago

Since Sep 2014

Manchester

Location

Henry Pilling House, 29 Booth Street

Manchester, M2 4AF

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The Financial Planning Corporation LLP

The Financial Planning

Wealth Management

19 employeesInc. 2008Southport, MerseysideCH OC337787

fpc.co.uk

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Financial sub-scores

Computed from 4 filings

Cash66 / 100

Headcount77 / 100

What does The Financial Planning Corporation LLP do?

Provides independent financial planning and investment advice for individuals and families. Services include lifetime cash flow modelling, pensions and retirement planning, estate and philanthropy…

Who does The Financial Planning Corporation LLP sell to?

Serves affluent individuals and families across the UK, especially business owners, senior executives and professionals, including those facing retirement, business sale, bereavement or divorce, and…

Key contacts (3)

Bernice Agnes Blundell

Llp Member

Moira Frances O'Shaughnessy

Llp Designated Member

Robert Mark Ralphs

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£696.6KEstimate

Founded

18 years ago

Since Jun 2008

Southport, Merseyside

Financial health

Financial Health

Healthy

Healthy · Hiring · 8% CAGR over 3y

Hiring

Location

Lancaster Terrace 124 Station Road, Ainsdale

Southport, Merseyside, PR8 3HL

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First Wealth

Wealth ManagementAsset Management

0 employeesInc. 2018LondonCH 11343740

firstwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Cash0 / 100

Headcount0 / 100

What does First Wealth do?

Provides financial planning and wealth management services to individuals, including investment management, tax planning, retirement and pension advice, cash flow modelling, and guidance on EIS,…

Who does First Wealth sell to?

Serves high-net-worth individuals, entrepreneurs from scaling to exit, senior professionals, and clients in sports and entertainment seeking personal wealth advice.

Key contacts (3)

Claire Louise Phillips

Director

Robert Matthew Caplan

Director

Anthony James Villis

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£287.9KEstimate

Founded

8 years ago

Since May 2018

London

Financial health

Financial Health

Distressed

Distressed · -66% CAGR over 4y

Financial distress

Location

16 Great Queen Street, Covent Garden

London, WC2B 5AH

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Burlaw Ltd

Ketton Wealth Management

Wealth Management

6 employeesInc. 2011Haverhill, SuffolkCH 07872495

kettonwealthmanagement.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets37 / 100

Cash100 / 100

Headcount40 / 100

What does Burlaw Ltd do?

Provides financial planning and wealth management services for individuals, families, and business owners. Advises on investments, pensions, retirement planning, protection insurance, and estate…

Who does Burlaw Ltd sell to?

Serves private clients, including individuals, families and business owners, from those starting out to people managing growing wealth or preparing for later life.

Key contacts (1)

Christopher William Burch

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£300.8K

Founded

14 years ago

Since Dec 2011

Haverhill, Suffolk

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Unit B 1 Willow Farm Business Park, Sturmer Road

Haverhill, Suffolk, CB9 7GU

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RAFTER ASSOCIATES FINANCIAL MANAGEMENT LIMITED

Rafter Associates Financial Management

Wealth ManagementAsset Management

6 employeesInc. 1986NorthamptonCH 01978259

rafterassociates.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets37 / 100

Cash17 / 100

Headcount40 / 100

What does RAFTER ASSOCIATES FINANCIAL MANAGEMENT LIMITED do?

Provides independent financial planning and investment advisory services to individuals and businesses, including portfolio investment management, pension planning, retirement advice, and inheritance…

Who does RAFTER ASSOCIATES FINANCIAL MANAGEMENT LIMITED sell to?

Serves both individuals and businesses needing independent financial planning and investment advice, including pensions, retirement planning, estate and inheritance tax considerations.

Key contacts (2)

James Rhys Pulham

Director

Neil Jonathan Rafter

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£245KEstimate

Founded

40 years ago

Since Jan 1986

Northampton

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

9 Spring Hill Farm Harborough Road, Pitsford

Northampton, NN6 9AA

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ABSOLUTE FINANCIAL MANAGEMENT LIMITED

Absolute Financial Management

Wealth ManagementInsurance

16 employeesInc. 2004Ashford, KentCH 05027747

afmanagement.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets25 / 100

Cash6 / 100

Headcount40 / 100

What does ABSOLUTE FINANCIAL MANAGEMENT LIMITED do?

Provides independent financial planning and wealth management advice including investment planning, retirement and pension advice, inheritance tax planning, protection products, and cashflow…

Who does ABSOLUTE FINANCIAL MANAGEMENT LIMITED sell to?

Serves private individuals and households, including first-time buyers, movers, remortgagers, buy-to-let landlords, retirees, divorcees, later-life borrowers and families with pension, investment or…

Key contacts (2)

Hayley Victoria Broad

Director

Spencer Robert Watt

Director

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Company vitals

UK Headcount

UK Revenue

£24.9KEstimate

Founded

22 years ago

Since Jan 2004

Ashford, Kent

Financial health

Financial Health

Weak

Weak · 0% CAGR over 1y

Location

The Bull Yard, R/O 75 High Street

Ashford, Kent, TN24 8SN

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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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RS ASSET INVESTMENTS LIMITED

RS Asset Management

Wealth ManagementAsset Management

8 employeesInc. 2021London, MiddlesexCH 13576575

rsassetmanagement.com

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Financial sub-scores

Computed from 2 filings

Cash82 / 100

Headcount83 / 100

What does RS ASSET INVESTMENTS LIMITED do?

Provides wealth management and investment advisory services for affluent individuals, families and business owners. Offers financial planning, portfolio management and post‑liquidity planning to…

Who does RS ASSET INVESTMENTS LIMITED sell to?

Serves affluent families, entrepreneurs and founders after a business exit, business owners, professionals and retirees seeking wealth management and post-transaction planning support.

Key contacts (3)

Sandra Spanjer

Director

Mitchell Spanjer

Director

Stefanie Rosen

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

4 years ago

Since Aug 2021

London, Middlesex

Financial health

Financial Health

Strong

Strong · Hiring · 33% CAGR over 1y

Hiring

Location

55 Loudoun Road, St Johns Wood

London, Middlesex, NW8 0DL

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LEXINGTON WEALTH MANAGEMENT LIMITED

Lexington Wealth

Wealth Management

5 employeesInc. 2005Cirencester, WiltshireCH 05503144

lexingtonwealth.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets98 / 100

Cash97 / 100

Headcount23 / 100

What does LEXINGTON WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management services for individuals and business owners, including retirement planning, investment management, tax and estate planning, business financial…

Who does LEXINGTON WEALTH MANAGEMENT LIMITED sell to?

Serves private clients, especially individuals and business owners approaching or in retirement, and employers seeking support for staff financial wellbeing.

Key contacts (2)

Nicola Jane Shute

Director

Warren Martyn Shute

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£307.2KEstimate

Founded

21 years ago

Since Jul 2005

Cirencester, Wiltshire

Financial health

Financial Health

Healthy

Healthy · -9% CAGR over 2y

Location

Siddington House, Siddington

Cirencester, Wiltshire, GL7 6EU

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The Eternal Business Consultancy Ltd

Ovation Finance

Wealth Management

1 employeesInc. 2018BristolCH 11317464

ovationfinance.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Cash100 / 100

Headcount40 / 100

What does The Eternal Business Consultancy Ltd do?

Provides chartered financial planning and wealth management services, advising professionals and business owners on pensions, investments, tax planning and retirement. Develops personalised financial…

Who does The Eternal Business Consultancy Ltd sell to?

Serves private clients including busy professionals, business owners and people approaching retirement, especially those focused on lifestyle, family security or business succession.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£46.3KEstimate

Founded

8 years ago

Since Apr 2018

Bristol

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Queen Square House, 18-21 Queen Square

Bristol, BS1 4NH

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ELIA CAPITAL LTD

Elia Investments

Wealth ManagementAsset Management

2 employeesInc. 2006LondonCH 05825593

eliainvestments.com

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Financial sub-scores

Computed from 5 filings

Net assets34 / 100

Cash36 / 100

Headcount40 / 100

What does ELIA CAPITAL LTD do?

Provides investment advisory and discretionary portfolio management for high‑net‑worth clients. Designs and manages customised portfolios, offers proprietary investment strategies and certificates,…

Who does ELIA CAPITAL LTD sell to?

Serves highly sophisticated ultra-high-net-worth individuals, families and family-office-style private clients, including larger investors seeking private-label fund structures.

Key contacts (2)

Stephan Gaude

Director

Marie Fernandez

Director

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Company vitals

UK Headcount

UK Revenue

£491.4KEstimate

Founded

20 years ago

Since May 2006

London

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

Carlyle House 235-237 Vauxhall Bridge Road, Lower Ground Floor

London, SW1V 1EJ

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CBFP UK Ltd

Cross Border Financial Planning

Wealth Management

9 employeesInc. 2022Chippenham, WiltshireCH 14222982

cbfp.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets40 / 100

Cash55 / 100

What does CBFP UK Ltd do?

Provides cross-border financial planning and investment advice for expatriates with UK assets and foreign nationals in the UK. Services include retirement planning, portfolio management, and guidance…

Who does CBFP UK Ltd sell to?

Serves globally mobile individuals, including British expatriates with UK assets, American and Australian expatriates, and foreign nationals living or working in the UK.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£314.3KEstimate

Founded

4 years ago

Since Jul 2022

Chippenham, Wiltshire

Financial health

Financial Health

Stable

Location

Business Cyber Centre, Bellinger Close

Chippenham, Wiltshire, SN15 1BN

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J S SERVICES (NORWICH) LIMITED

Chadwicks

Wealth Management

1 employeesInc. 2003Norwich, NorfolkCH 04639649

chadwicks.co.uk

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Financial sub-scores

Computed from 3 filings

Headcount40 / 100

What does J S SERVICES (NORWICH) LIMITED do?

Provides wealth management and financial advisory services to individuals and business owners, including investment strategy, pensions and retirement planning, financial forecasting,…

Who does J S SERVICES (NORWICH) LIMITED sell to?

Serves private clients, families, business owners and company leaders in Norfolk, including people planning retirement, transferring wealth, growing or exiting a business, and employers seeking…

Key contacts (1)

Jonathan Guy Smith

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£42.3KEstimate

Founded

23 years ago

Since Jan 2003

Norwich, Norfolk

Financial health

Financial Health

Stable

Stable · 0% CAGR over 2y

Location

83 Gipsy Lane

Norwich, Norfolk, NR5 8AX

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Pram Holdings Ltd

GreenSky Wealth

Wealth Management

4 employeesInc. 2021NorwichCH 13177060

greenskywealth.co.uk

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Financial sub-scores

Computed from 4 filings

Cash4 / 100

Headcount40 / 100

What does Pram Holdings Ltd do?

Provides independent financial planning and advisory services to individuals and businesses, including advice on investments, pensions and insurance protection. Designs and manages investment…

Who does Pram Holdings Ltd sell to?

Serves individuals and businesses in Norwich and Norfolk seeking financial planning advice, including clients with pension, investment, protection and ethical investment needs.

Key contacts (2)

Michael John Spooner

Director

Paul John Holiday

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£238.8KEstimate

Founded

5 years ago

Since Feb 2021

Norwich

Financial health

Financial Health

Weak

Weak · 0% CAGR over 3y

Location

72 St. Augustines Street

Norwich, NR3 3AD

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HANSFORD BELL FINANCIAL LIFE PLANNING LTD

Hansford Bell

Wealth ManagementInsurance

Inc. 2014Tavistock, DevonCH 09354797

hansfordbell.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets0 / 100

What does HANSFORD BELL FINANCIAL LIFE PLANNING LTD do?

Provides independent financial planning and advisory services including wealth management, retirement and income planning, estate and tax planning, cash‑flow forecasting, insurance advice, and…

Who does HANSFORD BELL FINANCIAL LIFE PLANNING LTD sell to?

Sells to individual consumers and households seeking personal financial advice, especially around retirement, wealth management, estate planning, insurance, mortgages and later-life lending, with an…

Key contacts (1)

Emma Haydn Bird

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£3.5KEstimate

Founded

11 years ago

Since Dec 2014

Tavistock, Devon

Financial health

Financial Health

Distressed

Financial distressTechnical insolvency

Location

13 West Street

Tavistock, Devon, PL19 8AN

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NICHOLLS STEVENS (FINANCIAL SERVICES) LTD

Nicholls Stevens (financial Services)

Wealth Management

23 employeesInc. 1994Bristol, AvonCH 02963455

nichollstevens.com

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Financial sub-scores

Computed from 5 filings

Net assets81 / 100

Cash100 / 100

Headcount71 / 100

What does NICHOLLS STEVENS (FINANCIAL SERVICES) LTD do?

Provides independent financial advice to individuals and businesses, covering investments, pensions, savings and retirement planning. Also designs employee benefit packages, workplace pension…

Who does NICHOLLS STEVENS (FINANCIAL SERVICES) LTD sell to?

Serves individual clients, including mature personal clients planning for retirement, savings and investments, alongside small and medium-sized companies seeking corporate financial advice and…

Key contacts (3)

Claire Antoinette Dunn

Director

Hannah Jane Nicholls

Director

Carole Patricia Nicholls

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.4MEstimate

Founded

31 years ago

Since Aug 1994

Bristol, Avon

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 4% CAGR over 5y

GrowingHiring

Location

9 St. Augustines Parade

Bristol, Avon, BS1 4UT

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CITYWIDE FINANCIAL PARTNERS LIMITED

Citywide Financial Partners

Wealth ManagementInsurance

19 employeesInc. 2003Leatherhead, SurreyCH 04868360

citywide.co.uk

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Financial sub-scores

Computed from 4 filings

Cash70 / 100

Headcount100 / 100

What does CITYWIDE FINANCIAL PARTNERS LIMITED do?

Provides independent wealth management and financial planning services for individuals, professionals and business owners. Advises on investments, retirement planning, tax efficiency and business…

Who does CITYWIDE FINANCIAL PARTNERS LIMITED sell to?

Serves private clients across the UK, including professional services partners, senior leaders, owner-managers and retirees seeking support for their own and their families’ financial wellbeing.

Key contacts (1)

Clinton Graham Askew

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£132.5KEstimate

Founded

22 years ago

Since Aug 2003

Leatherhead, Surrey

Financial health

Financial Health

Strong

Strong · Hiring · 24% CAGR over 3y

Hiring

Location

Riverbridge House Guildford Road, Fetcham

Leatherhead, Surrey, KT22 9AD

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CARTER DAWES IFA SOLUTIONS LTD

CarterDawes

Wealth ManagementInsurance

8 employeesInc. 2002Honiton, DevonCH 04610768

carterdawes.com

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Financial sub-scores

Computed from 5 filings

Net assets69 / 100

Cash100 / 100

Headcount83 / 100

What does CARTER DAWES IFA SOLUTIONS LTD do?

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

Who does CARTER DAWES IFA SOLUTIONS LTD sell to?

Serves UK-based individuals and business owners seeking independent financial advice, including clients planning for retirement, managing wealth, arranging protection or addressing inheritance…

Key contacts (2)

James Michael Dawes

Director

Michael George Dawes

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£678.3KEstimate

Founded

23 years ago

Since Dec 2002

Honiton, Devon

Financial health

Financial Health

Strong

Strong · Hiring · 7% CAGR over 4y

Hiring

Location

Montana House, 130 High Street

Honiton, Devon, EX14 1JP

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CASTLEGATE FINANCIAL MANAGEMENT LIMITED

Castlegate

Wealth Management

35 employeesInc. 1986LincolnshireCH 02077374

casfin.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets35 / 100

Cash100 / 100

Headcount44 / 100

What does CASTLEGATE FINANCIAL MANAGEMENT LIMITED do?

Provides independent financial advice and planning services to individuals, families and businesses, including investment management, retirement planning, protection and insurance advice, tax…

Who does CASTLEGATE FINANCIAL MANAGEMENT LIMITED sell to?

Serves UK individuals and families with personal wealth, retirement, tax or legacy planning needs, plus employers and business owners across sectors responsible for staff and business financial…

Key contacts (1)

Graeme Hills

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.1MEstimate

Founded

39 years ago

Since Nov 1986

Lincolnshire

Financial health

Financial Health

Stable

Stable · 3% CAGR over 1y

Location

8 Castlegate, Grantham

Lincolnshire, NG31 6SE

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ASC FINANCIAL SOLUTIONS LIMITED

ASC Financial Solutions

Wealth Management

12 employeesInc. 2008Milton KeynesCH 06527411

ascfinancialsolutions.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets12 / 100

Cash86 / 100

Headcount14 / 100

What does ASC FINANCIAL SOLUTIONS LIMITED do?

Provides independent financial advice including pension planning, retirement planning, investment advice, wealth management and financial protection. Advises individuals on financial planning,…

Who does ASC FINANCIAL SOLUTIONS LIMITED sell to?

Serves private individuals and families in Milton Keynes, Winslow and Buckinghamshire seeking independent advice on pensions, retirement, investments, wealth planning and financial protection.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£197.4KEstimate

Founded

18 years ago

Since Mar 2008

Milton Keynes

Financial health

Financial Health

Weak

Weak · -8% CAGR over 4y

Location

19 Shirwell Crescent, Furzton

Milton Keynes, MK4 1GA

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LIBERATE WEALTH (THORNTON) LIMITED

Liberate Wealth

Wealth Management

13 employeesInc. 2014Leeds, West YorkshireCH 08946656

liberatewealth.co.uk

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Financial sub-scores

Computed from 4 filings

Cash10 / 100

Headcount27 / 100

What does LIBERATE WEALTH (THORNTON) LIMITED do?

Provides financial planning and wealth management advice to individuals and families, including investment planning, retirement planning, tax planning, estate planning, and financial planning for…

Who does LIBERATE WEALTH (THORNTON) LIMITED sell to?

Serves a mix of consumers and business owners, including individuals, families and people planning for investments, tax, estate, retirement or business-related financial decisions.

Key contacts (1)

Jelena Savonina

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£735.3KEstimate

Founded

12 years ago

Since Mar 2014

Leeds, West Yorkshire

Financial health

Financial Health

Distressed

Distressed · -5% CAGR over 3y

Financial distress

Location

Suite N15 Radius, One City West, Gelderd Road

Leeds, West Yorkshire, LS12 6NJ

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JUST FINANCIAL GROUP LTD

Just Financial

Wealth Management

14 employeesInc. 2016GlasgowCH SC524886

justfinancialgroup.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets64 / 100

Cash93 / 100

Headcount65 / 100

What does JUST FINANCIAL GROUP LTD do?

Provides independent financial planning and advisory services, including wealth management, investment advice, pension and retirement planning, estate and tax planning, trust and charity investment…

Who does JUST FINANCIAL GROUP LTD sell to?

Serves UK individuals and families seeking financial planning, investment and retirement guidance, alongside trustees and charities requiring investment advice.

Key contacts (1)

Gary Anthony Watt

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

10 years ago

Since Jan 2016

Glasgow

Financial health

Financial Health

Healthy

Healthy · Hiring · 8% CAGR over 2y

Hiring

Location

200 Bath Street, 2nd Floor

Glasgow, G2 4HG

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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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BAGBURY HOMES LTD

Lexington Wealth

Wealth Management

2 employeesInc. 2008Swindon, WiltshireCH 06751178

lexingtonwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets61 / 100

Cash100 / 100

Headcount40 / 100

What does BAGBURY HOMES LTD do?

Provides financial planning and wealth management services for individuals and business owners. Advises on investments, retirement planning, tax and estate planning, business planning, and windfall…

Who does BAGBURY HOMES LTD sell to?

Serves private clients, including individuals and business owners approaching or in retirement, who need financial planning and wealth management support.

Key contacts (1)

Christopher John Harford

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£142.3KEstimate

Founded

17 years ago

Since Nov 2008

Swindon, Wiltshire

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 5y

Location

The Barn Bagbury Lane, Restrop, Purton

Swindon, Wiltshire, SN5 4LX

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Permanent Wealth Partners Ltd

Permanent Wealth Partners

Wealth Management

7 employeesInc. 2013LondonCH 08640046

permanentwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount90 / 100

What does Permanent Wealth Partners Ltd do?

Provides personal financial planning and wealth management advice to professionals, including cashflow modelling, retirement planning, pension contribution optimisation, and investment portfolio…

Who does Permanent Wealth Partners Ltd sell to?

Serves individual professionals and business owners, including lawyers, consultants, media professionals and company directors, who need support around major financial milestones, retirement planning…

Key contacts (2)

Adrian Warren Johnson

Director

Adam Glen Walkom

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£176KEstimate

Founded

12 years ago

Since Aug 2013

London

Financial health

Financial Health

Strong

Strong · Hiring · 7% CAGR over 5y

Hiring

Location

Barley Mow Workspace,, 10 Barley Mow Passage

London, W4 4PH

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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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BLITHE HOUSE FINANCIAL MANAGEMENT LTD

Blithe House Financial Management

Wealth Management

9 employeesInc. 2014Tattenhall, CheshireCH 08995103

blithehouse.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets81 / 100

Cash100 / 100

Headcount100 / 100

What does BLITHE HOUSE FINANCIAL MANAGEMENT LTD do?

Provides independent financial advice to individuals and businesses, including investment and savings planning, pensions and retirement advice, tax and inheritance planning, mortgages, insurance…

Who does BLITHE HOUSE FINANCIAL MANAGEMENT LTD sell to?

Serves individuals, families, investors, homeowners and retirees, plus business owners and corporate clients across the Northwest needing independent financial advice and wealth-related support.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£633.6KEstimate

Founded

12 years ago

Since Apr 2014

Tattenhall, Cheshire

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 36% CAGR over 5y

GrowingHiring

Location

Swift Accountants, 3 Chowley Court, Chowley Oak Lane

Tattenhall, Cheshire, CH3 9GA

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ODYSSEY WEALTH LONG TERM FINANCIAL LTD

Odyssey Wealth Management

Wealth Management

Inc. 2015Towcester, NorthamptonshireCH 09907301

odysseywealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

What does ODYSSEY WEALTH LONG TERM FINANCIAL LTD do?

Provides independent financial advice and planning services including investment management, pensions and retirement planning, personal and business protection insurance, residential and buy‑to‑let…

Who does ODYSSEY WEALTH LONG TERM FINANCIAL LTD sell to?

Serves individuals, families, retirees, pre-retirees, homeowners and buy-to-let landlords, plus small businesses and charities needing financial advice.

Key contacts (1)

Alan Tytherleigh

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£16.8KEstimate

Founded

10 years ago

Since Dec 2015

Towcester, Northamptonshire

Financial health

100

Financial Health

Strong

Location

Henge Barn Pury Hill Business Park, Alderton Road

Towcester, Northamptonshire, NN12 7LS

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Fd Wealth Ltd

FD Wealth

Wealth Management

6 employeesInc. 2002GlasgowCH SC229215

fdwealth.co.uk

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Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount26 / 100

What does Fd Wealth Ltd do?

Provides independent financial planning and wealth management services, including investment portfolio advice, pension and retirement planning, estate and inheritance planning, and financial planning…

Who does Fd Wealth Ltd sell to?

Serves private clients, families, business owners and trustees with retirement, inheritance, succession, investment and business financial planning needs.

Key contacts (2)

Stephen Gerrard Hughes

Director

Graeme Alexander Lumsden Finnie

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£469.7KEstimate

Founded

24 years ago

Since Mar 2002

Glasgow

Financial health

Financial Health

Healthy

Healthy · -5% CAGR over 3y

Location

3rd Floor 133, Finnieston Street

Glasgow, G3 8HB

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SIMPLE SOLUTIONS FINANCIAL MANAGEMENT LTD

Simple Solutions FP

Wealth Management

0 employeesInc. 2009Warrington, CheshireCH 06920858

simplesolutionsfp.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount0 / 100

What does SIMPLE SOLUTIONS FINANCIAL MANAGEMENT LTD do?

Provides independent financial planning and advice to individuals including business owners, high‑earning professionals and retirees. Services include retirement planning, wealth and family financial…

Who does SIMPLE SOLUTIONS FINANCIAL MANAGEMENT LTD sell to?

Serves individual consumers and families in Cheshire and surrounding areas, including business owners, high-earning professionals, people approaching or in retirement, and those planning family…

Key contacts (3)

Charlotte Wernham

Director

Richard Declan Wernham

Director

Richard Don Wernham

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£531.6KEstimate

Founded

17 years ago

Since Jun 2009

Warrington, Cheshire

Financial health

Financial Health

Stable

Stable · -64% CAGR over 4y

Location

The Base, Dallam Lane

Warrington, Cheshire, WA2 7NG

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Efficient Portfolio Wealth Limited

Efficient Portfolio

Wealth Management

10 employeesInc. 2022Oakham, RutlandCH 13948970

efficientportfolio.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets0 / 100

Headcount100 / 100

What does Efficient Portfolio Wealth Limited do?

Provides financial planning and advisory services including retirement planning, investment management, financial protection, estate planning and mortgage advice, and offers online calculators and…

Who does Efficient Portfolio Wealth Limited sell to?

Serves individual clients and households in the UK seeking personal financial planning, including retirement, investment, protection, estate and mortgage advice, with resources also aimed at…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£408.8KEstimate

Founded

4 years ago

Since Mar 2022

Oakham, Rutland

Financial health

Financial Health

Weak

Weak · Hiring · 82% CAGR over 2y

HiringFinancial distressTechnical insolvency

Location

Portfolian House, 30 Melton Road

Oakham, Rutland, LE15 6AY

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Nsure Financial Services Limited

Nsure Financial Services

Wealth Management

20 employeesInc. 1998Worthing, West SussexCH 03628059

nsurefinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets34 / 100

Cash30 / 100

What does Nsure Financial Services Limited do?

Provides independent financial advice to individuals on pensions, savings, investments, tax planning, equity release and mortgages. Assesses clients’ financial goals and risk profiles, recommends…

Who does Nsure Financial Services Limited sell to?

Serves private individuals and households across Sussex and the South of England seeking support with pensions, savings, investments, tax planning, mortgages, health cover and equity release.

Key contacts (1)

Richard Anthony Cohen

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£912.2KEstimate

Founded

27 years ago

Since Sep 1998

Worthing, West Sussex

Financial health

Financial Health

Weak

Location

Nsure House, 93 Rowlands Road

Worthing, West Sussex, BN11 3JX

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Westerby Investment Management Limited

Westerby Investment Management

Wealth Management

20 employeesInc. 1987LeicestershireCH 02086953

westerby-investment.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets47 / 100

Cash19 / 100

Headcount48 / 100

What does Westerby Investment Management Limited do?

Provides independent financial advice including pension and retirement planning, investment and savings guidance, inheritance tax planning, tax mitigation strategies, life insurance advice, cashflow…

Who does Westerby Investment Management Limited sell to?

Sells to individual consumers seeking independent financial advice, especially people planning retirement, investing savings, arranging life insurance, and managing tax or inheritance matters. Also…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

39 years ago

Since Jan 1987

Leicestershire

Financial health

Financial Health

Weak

Weak · 3% CAGR over 2y

Location

15 Andover Street, Leicester

Leicestershire, LE2 0JA

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LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED

LawlerDavis

Wealth Management

0 employeesInc. 2011Market Harborough, LeicestershireCH 07819284

lawlerdavis.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets27 / 100

Headcount0 / 100

What does LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED do?

Provides independent financial planning and advisory services for individuals and businesses, including investment management, pensions and retirement planning, tax and inheritance planning,…

Who does LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED sell to?

Serves private individuals, retirees and business owners seeking independent financial planning for investments, pensions, retirement, inheritance tax, protection and trusts.

Key contacts (1)

Sarah Denise Lawler

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£397.1KEstimate

Founded

14 years ago

Since Oct 2011

Market Harborough, Leicestershire

Financial health

Financial Health

Distressed

Distressed · -70% CAGR over 4y

Financial distress

Location

Map of Market Harborough, Leicestershire

Sovereign Place, 20 The Point

Market Harborough, Leicestershire, LE16 7QU

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Castlegate

Wealth Management

1 employeesInc. 2018PontefractCH 11676939

casfin.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets38 / 100

Headcount0 / 100

What does Castlegate do?

Provides independent financial planning and advisory services including investment management, retirement planning, tax planning, protection strategies, cashflow forecasting, and trust services for…

Who does Castlegate sell to?

Serves individuals, families, business owners, employers and their teams nationwide across sectors, including private clients with wealth, retirement and legacy needs and organisations supporting…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£18.4KEstimate

Founded

7 years ago

Since Nov 2018

Pontefract

Financial health

Financial Health

Weak

Location

$Map of Pontefract$

3 Castlegate Drive

Pontefract, WF8 4RE

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Active Financial Planners Limited

Active Financial Planners

Wealth Management

21 employeesInc. 2000Stockton-on-TeesCH 04039863

activefinancialplanners.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount35 / 100

What does Active Financial Planners Limited do?

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

Who does Active Financial Planners Limited sell to?

Serves individuals, families and business owners, including people approaching retirement, later-life clients, wealth and inheritance tax planning clients, mortgage borrowers and SMEs.

Key contacts (3)

Sören Georg Joakim Bornold

Director

Paul Robert Gibson

Director

Karl Pemberton

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£984.4KEstimate

Founded

26 years ago

Since Jul 2000

Stockton-on-Tees

Financial health

Financial Health

Strong

Strong · -2% CAGR over 3y

Location

Active House 1 Dukes Court, Teesside Industrial Estate

Stockton-On-Tees, TS17 9LR

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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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ARTHUR BEVERLY FINANCIAL MANAGEMENT LLP

Arthur Beverly Financial Management

Wealth Management

Inc. 2002GlasgowCH SO300095

abfm.co.uk

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Financial sub-scores

Computed from 3 filings

Cash25 / 100

What does ARTHUR BEVERLY FINANCIAL MANAGEMENT LLP do?

Provides independent financial advice on pensions, investments, retirement planning, and protection products including life and health insurance. Offers financial planning and guidance for…

Who does ARTHUR BEVERLY FINANCIAL MANAGEMENT LLP sell to?

Serves private individuals, families, retirees, new investors, ethical investors, self-employed people and small-business owners, with a local client base indicated around Milngavie/Glasgow.

Key contacts (2)

Arthur John Beverly

Llp Designated Member

Jean Mollins Shields Beverly

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£564

Founded

24 years ago

Since May 2002

Glasgow

Financial health

Financial Health

Weak

Location

106 Clober Road, Milngavie

Glasgow, G62 7SR

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DARWIN WEALTH MANAGEMENT LTD

Darwin Wealth Management

Wealth Management

9 employeesInc. 2011Shrewsbury, ShropshireCH 07738223

darwinwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash52 / 100

Headcount79 / 100

What does DARWIN WEALTH MANAGEMENT LTD do?

Provides independent financial planning and wealth management services, including investment advice, retirement and pension planning, tax and inheritance planning, personal protection, and financial…

Who does DARWIN WEALTH MANAGEMENT LTD sell to?

Serves individuals and families across the UK, especially people planning retirement, managing investments or transferring wealth, alongside business owners and corporate clients seeking financial…

Key contacts (1)

William Dafydd Meredydd Evans

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£846.3KEstimate

Founded

14 years ago

Since Aug 2011

Shrewsbury, Shropshire

Financial health

Financial Health

Strong

Strong · Hiring · 6% CAGR over 4y

Hiring

Location

Countrywide House Knights Way, Battlefield Enterprise Park

Shrewsbury, Shropshire, SY1 3AB

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ORGANON SIPP SERVICES LIMITED

Organon Trustees

Wealth Management

17 employeesInc. 2008Stockport, CheshireCH 06633255

organontrustees.co.uk/bespoke-self-invested-pension-solutions

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Financial sub-scores

Computed from 3 filings

Net assets73 / 100

Cash85 / 100

Headcount60 / 100

What does ORGANON SIPP SERVICES LIMITED do?

Provides trustee and administration services for self‑invested pension schemes, including SIPPs and small self‑administered schemes (SSAS). Supports financial advisers and clients with pension setup,…

Who does ORGANON SIPP SERVICES LIMITED sell to?

Serves professional financial advisers and firms, their high-net-worth clients, and owners of small and medium-sized businesses seeking SIPP or SSAS pension arrangements across the UK.

Key contacts (4)

John Damien Fox

Director

Lenka Habsudova

Director

Geraint Marc Gwynne

Director

Adrian Matthew McKinnell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.8MEstimate

Founded

18 years ago

Since Jun 2008

Stockport, Cheshire

Financial health

Financial Health

Healthy

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

GrowingHiring

Location

Regent House, Heaton Lane

Stockport, Cheshire, SK4 1BS

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IRWELL WEALTH MANAGEMENT LIMITED

Irwell Wealth Management

Wealth Management

6 employeesInc. 2017ManchesterCH 11028163

irwellwealthmanagement.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets36 / 100

Cash38 / 100

Headcount100 / 100

What does IRWELL WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management services, including investment advice, pension planning, estate planning, and protection insurance. Works with individuals and business owners to…

Who does IRWELL WEALTH MANAGEMENT LIMITED sell to?

Serves individual consumers seeking financial advice, including first-time and existing advice clients, families, investors and pension holders, plus business owners and companies of various sizes…

Key contacts (1)

Iain Edward Longworth

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£256.5KEstimate

Founded

8 years ago

Since Oct 2017

Manchester

Financial health

Financial Health

Stable

Stable · Hiring · 19% CAGR over 4y

Hiring

Location

The Counting House 4a Moss Lane, Swinton

Manchester, M27 9SA

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Lampiers Financial Planning Limited

Lampiers Financial Planning

Wealth Management

13 employeesInc. 1987BristolCH 02094288

lampiers.com

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Financial sub-scores

Computed from 3 filings

Net assets27 / 100

Cash52 / 100

Headcount53 / 100

What does Lampiers Financial Planning Limited do?

Provides independent financial planning and advisory services to individuals, families and business owners, including retirement planning, pension advice, investment planning, mortgages, and…

Who does Lampiers Financial Planning Limited sell to?

Serves individuals, families, professionals, retirees and business owners across the UK seeking independent financial planning advice.

Key contacts (1)

Peter James Wheeler

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£884.7KEstimate

Founded

39 years ago

Since Jan 1987

Bristol

Financial health

Financial Health

Stable

Stable · 4% CAGR over 2y

Location

4 Hillside, Cotham

Bristol, BS6 6JP

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HAVEN IFA LIMITED

Haven IFA

Wealth Management

7 employeesInc. 2005Sale, ManchesterCH 05562869

havenifa.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets35 / 100

Headcount100 / 100

What does HAVEN IFA LIMITED do?

Provides independent financial advice to individuals, including pension and retirement planning, investment and savings guidance, and inheritance tax planning. Advisers help clients manage finances,…

Who does HAVEN IFA LIMITED sell to?

Serves individual consumers and couples, particularly people in Altrincham and Sale seeking advice on pensions, retirement planning, investments, savings and inheritance tax.

Key contacts (3)

Michael John Leigh

Director

Graham Anthony Slater

Director

Nicholas Edward Dando

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£412.3KEstimate

Founded

20 years ago

Since Sep 2005

Sale, Manchester

Financial health

Financial Health

Stable

Stable · Hiring · 15% CAGR over 4y

Hiring

Location

6 Brooklands Place

Sale, Manchester, M33 3SD

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133 more companies and their verified directors are in the file

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How Site Kit 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.

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

UK Wealth Management by WordPress plugins

Wealth Management Companies Using Max Mega Menu in the UK

Other Wealth Management technology

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

Related directories

Companies Using Site Kit in the UK wealth management Using Yoast SEO in the UK Wealth Management in the UK Wealth Management Companies in the UK

Frequently asked questions

How many UK wealth management companies use Site Kit?

93 actively-trading UK wealth management companies run Site Kit, 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 Site Kit?

Site Kit accounts for 9.5% of UK wealth management companies with a detectable WordPress plugins (93 of 975), the most-detected WordPress plugins in the sector, ahead of MonsterInsights (5.4%) and Microsoft Clarity (3.6%).

How is Site Kit 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 Site Kit 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 Site Kit with no website signature will not appear.

What size wealth management companies use Site Kit in the UK?

The median Site Kit-running wealth management company employs 5 people and reports roughly £268k in UK turnover. 2 of the cohort report turnover above £5M.

What do Site Kit-running wealth management companies also run?

84.9% of Site Kit-running UK wealth management companies also run Google Analytics, 62.4% run Yoast SEO, 40.9% run reCAPTCHA, 34.4% run Google Tag Manager. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 221 verified directors — names and roles — across these 93 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 183 companies as a spreadsheet.

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