Wealth Management Companies Using Squarespace in the UK: 81 Active Firms (2026)

Updated June 2026

Wealth management firms using hosted website builders present advisory, investment and client-service content through managed web platforms in the UK.

For wealth managers, the hosted website builder is mainly a marketing and trust layer: adviser biographies, service pages, investment commentary, event notes and contact routes. Adoption tends to signal a firm with a modest digital budget, limited in-house marketing capacity and a preference for vendor-managed templates over agency-built content systems. The buyer is usually a managing partner, operations lead or marketing owner rather than a large digital team. It also points to a direct-client posture: private-client acquisition, referral reassurance and professional credibility matter more than self-service account functionality.

In the UK, 81 actively trading wealth management firms run this hosted website builder on their public sites. They report 629 employees between them. Among 1,798 wealth-management websites with a classified CMS, the platform places fourth at 4.5%. Registered-office concentration skews towards London (25.9%), then the South West (14.8%) and South East (13.6%), with the West Midlands and Yorkshire and The Humber each at 8.6%.

Wealth managers cannot treat a template site as a low-risk brochure. Service descriptions, performance language, adviser credentials and calls to action still need compliance review, especially where content touches financial promotions or client suitability. Contact forms, newsletter sign-ups and analytics tags add privacy and consent considerations. Where security services, scheduling widgets and adviser-platform links sit alongside the site builder, procurement tends to involve operational-risk checks rather than a full enterprise web programme.

Adoption appears likely to remain selective rather than universal. Boutique wealth managers tend to value quick publishing, lower maintenance overhead and clear presentation, but firms with heavier client-portal, compliance-workflow or adviser-platform integration needs often outgrow a template-led stack. The cohort therefore looks more like a stable long tail than a scale-up pool. Migration pressure is likely to come from rebranding, compliance review cycles and consolidation among advisory groups, rather than from the website builder category itself.

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 Squarespace rises with company size across the trading UK wealth management companies in this cohort. 1.3% of the 5,347 companies with under 10 employees run Squarespace (72 detected). 1.5% of the 453 companies with 10–50 employees run Squarespace (7 detected). 3.6% of the 28 companies with over 50 employees run Squarespace (1 detected). That is a 2.3% gap between the over 50 employees and under 10 employees bands.

Active firms

2026

4.5%

Of detected CMS share

UK wealth management

Median headcount

Filed accounts

170

Verified directors

Across this cohort

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Key facts

About 1% of the trading cohort reports turnover above £5M (1 of 81 firms) — the rest sits below that revenue band.

2% of the cohort was incorporated since 2022 (2 firms), so a sizeable share is in its first few filing cycles.

Among wealth management firms with a detectable CMS, the hosted website builder covered here has 4.5% (81) detected share of a 1,798-company denominator, behind three larger CMS groupings at 69.7%, 6.2% and 4.9%.

London accounts for 25.9% (21) of wealth management firms running the platform, followed by the South West at 14.8% (12) and the South East at 13.6% (11).

Analytics tooling is also detected on 34.6% (28) of these sites, with network and security tooling at 14.8% (12) and tag-management tooling at 9.9% (8).

Overlapping sector tags show adjacent buyer types around the cohort: Insurance appears on 23.5% (19), Asset Management on 18.5% (15), Accounting & Audit on 6.2% (5) and Venture Capital on 4.9% (4).

CMS market share among UK Wealth Management

Squarespace

Tridion

Adobe Experience Manager

Other / long tail

Share of the 1,798 UK Wealth Management with a detectable system. As of June 2026.

What else do Squarespace-running Wealth Management run?

PFP

Transact Online

Share of the 81 Squarespace-running UK companies where each technology was also detected. As of June 2026.

Where Squarespace Wealth Management are, and how healthy they look

By region

London

South West

South East

West Midlands

Yorkshire and The Humber

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

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

Median headcount

£400.7K

Median UK turnover

1.2%

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 138 companies, alongside financials and websites, in one CSV file.

Top UK Wealth Management using Squarespace

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

Perceptive Planning Limited

Perceptive Planning

Wealth Management

10 employeesInc. 2009Witham, EssexCH 06923012

perceptiveplanning.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets39 / 100

Headcount57 / 100

What does Perceptive Planning Limited do?

Provides personal financial planning and investment advice for individuals, including life‑goal planning, portfolio strategy and evidence‑based investment management, helping clients structure…

Who does Perceptive Planning Limited sell to?

Serves private clients and families at life or wealth transition points, including intergenerational wealth holders, people seeking financial independence, internationally mobile “world citizens,”…

Key contacts (3)

Eleanor Maureen Clark

Director

Shannon Dorothy Currie

Director

Philip Leonard Billingham

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£302.3KEstimate

Founded

17 years ago

Since Jun 2009

Witham, Essex

Financial health

Financial Health

Stable

Stable · Hiring · 3% CAGR over 4y

Hiring

Location

The Old Buttery Little Braxted Hall, Little Braxted

Witham, Essex, CM8 3EU

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Buckle & Partners Limited

Buckle & Partners

Wealth Management

5 employeesInc. 1997SurreyCH 03477830

buckleandpartners.uk

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Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount75 / 100

What does Buckle & Partners Limited do?

Provides financial planning and wealth management advice to individuals and families, including investment, retirement and long‑term financial planning. Acts as an appointed representative of St.…

Who does Buckle & Partners Limited sell to?

Serves private individuals and families (B2C), particularly people seeking personal financial planning support around life goals, future security and retirement through a St. James’s Place partner…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£332.9KEstimate

Founded

28 years ago

Since Dec 1997

Surrey

Financial health

Financial Health

Strong

Strong · Hiring · 8% CAGR over 3y

Hiring

Location

9 St. Georges Yard, Castle, Street, Farnham

Surrey, GU9 7LW

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Mount Stuart Wealth Management Ltd

Mount Stuart Wealth Management

Wealth Management

7 employeesInc. 2014CheltenhamCH 09141516

mountstuartwm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets61 / 100

Cash90 / 100

Headcount65 / 100

What does Mount Stuart Wealth Management Ltd do?

Provides financial planning and wealth management advice as a St. James’s Place partner practice, including investment planning, retirement planning, protection, and wealth management services for…

Who does Mount Stuart Wealth Management Ltd sell to?

Serves private clients, high-earning professionals and sportspeople seeking personal financial advice, including individuals managing income, wealth and long-term financial goals.

Key contacts (1)

Codey Alexander Rees

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1MEstimate

Founded

12 years ago

Since Jul 2014

Cheltenham

Financial health

Financial Health

Healthy

Healthy · Hiring · 4% CAGR over 4y

Hiring

Location

Midway House Herrick Way, Staverton

Cheltenham, GL51 6TQ

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HOLROYD & CO WEALTH MANAGEMENT LIMITED

Holroyd Wealth Management

Wealth Management

5 employeesInc. 2014HuddersfieldCH 09198268

h-wm.co.uk

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Financial sub-scores

Computed from 3 filings

Cash67 / 100

Headcount75 / 100

What does HOLROYD & CO WEALTH MANAGEMENT LIMITED do?

Provides financial planning and advisory services to individuals and families, including retirement planning, investment planning, protection planning, estate and legacy planning, long‑term care…

Who does HOLROYD & CO WEALTH MANAGEMENT LIMITED sell to?

Serves individuals and families across Bristol, North Somerset and the Chew Valley, including retirees, first-time investors, widowed clients, professional couples, families with additional needs and…

Key contacts (1)

David Andrew Walsh

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£454.7KEstimate

Founded

11 years ago

Since Sep 2014

Huddersfield

Financial health

Financial Health

Healthy

Healthy · Hiring · 12% CAGR over 2y

Hiring

Location

31 Market Street, Milnsbridge

Huddersfield, HD3 4ND

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ALINGTON RUTHIN STOCKBROKERS AND INVESTMENT MANAGEMENT LIMITED

Alington Ruthin

Asset ManagementWealth ManagementInvestment Banking

6 employeesInc. 2003DenbighshireCH 04995872

alingtonruthin.com

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Financial sub-scores

Computed from 3 filings

Net assets75 / 100

Cash40 / 100

Headcount100 / 100

What does ALINGTON RUTHIN STOCKBROKERS AND INVESTMENT MANAGEMENT LIMITED do?

Provides discretionary investment management and bespoke portfolio services for private clients, personal pensions, companies, trusts and charities. Works with financial advisers to manage and invest…

Who does ALINGTON RUTHIN STOCKBROKERS AND INVESTMENT MANAGEMENT LIMITED sell to?

Serves private clients, pension holders, companies, trusts and charities, and partners with financial advisers serving their own investment clients.

Key contacts (2)

Christian Andrew Nathan Randall

Director

Nicholas Charles Randall

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£275.1KEstimate

Founded

22 years ago

Since Dec 2003

Denbighshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 22% CAGR over 2y

Hiring

Location

Clwyd House 3c Clwyd Street, Ruthin

Denbighshire, LL15 1HF

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Kymin Financial Services Limited

Kymin Financial Planners

Wealth Management

8 employeesInc. 1993GwentCH 02794883

kymin.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets34 / 100

Cash81 / 100

Headcount15 / 100

What does Kymin Financial Services Limited do?

Provides independent financial planning and wealth management services. Advises individuals on investments, pensions and retirement planning, inheritance and estate planning, and cashflow management…

Who does Kymin Financial Services Limited sell to?

Serves individual consumers seeking independent financial advice, particularly people planning for wealth growth, retirement, pensions, inheritance and estate matters. Targets personal clients and…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£307.4KEstimate

Founded

33 years ago

Since Mar 1993

Gwent

Financial health

Financial Health

Stable

Stable · -10% CAGR over 3y

Location

35 Bridge Street, Newport

Gwent, NP20 4BH

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MLP WEALTH MANAGEMENT LTD

MLP Wealth

Wealth Management

7 employeesInc. 2004Banstead, SurreyCH 05125791

mlpwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets96 / 100

Cash81 / 100

Headcount100 / 100

What does MLP WEALTH MANAGEMENT LTD do?

Provides independent financial planning and investment advisory services for individuals and businesses, including retirement planning, inheritance tax planning, tax‑efficient investing, equity…

Who does MLP WEALTH MANAGEMENT LTD sell to?

Serves private individuals, families, business owners and corporate clients needing financial planning and investment advice, including retirement, inheritance tax, protection, school fee and equity…

Key contacts (2)

Paul Francis Standerwick

Director

Sean Paolo Michael Standerwick

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.5MEstimate

Founded

22 years ago

Since May 2004

Banstead, Surrey

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 15% CAGR over 4y

GrowingHiring

Location

36 High Street

Banstead, Surrey, SM7 2LS

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City Asset Management

Wealth ManagementAsset Management

3 employeesInc. 1988LondonCH 02215617

city-asset.co.uk

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What does City Asset Management do?

Provides investment management and financial planning services for private clients and financial advisers. Offers managed and bespoke portfolio services, including sustainable and AIM portfolios, and…

Who does City Asset Management sell to?

Serves private investors and their families, plus professional financial advisers seeking portfolio solutions for clients. Targets individuals with wealth management needs and advisers supporting…

Key contacts (4)

Kate Macdonald Turner

Director

Rebecca Ann Fifield

Director

Nicholas Coghill

Director

David James Willcox

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£44.8KEstimate

Founded

38 years ago

Since Feb 1988

London

Location

7 Bishopsgate

London, EC2N 3AR

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Mountstone Partners Limited

Mountstone Partners

Wealth Management

8 employeesInc. 2012LondonCH 08076218

mountstonepartners.com

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Financial sub-scores

Computed from 5 filings

Net assets94 / 100

Cash100 / 100

Headcount83 / 100

What does Mountstone Partners Limited do?

Provides discretionary investment management and portfolio management services for professionals, families, entrepreneurs, estates and trusts. Manages diversified portfolios across asset classes…

Who does Mountstone Partners Limited sell to?

Targets private wealth clients: professionals, wealthy families, entrepreneurs, landed estates and trusts in the UK and abroad, particularly those requiring discretion, clear communication and…

Key contacts (1)

Charles Scott Dixon

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£3.3M

Founded

14 years ago

Since May 2012

London

Financial health

Financial Health

Strong

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

GrowingHiring

Location

130 Shaftesbury Avenue, 2nd Floor

London, W1D 5EU

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BARWELLS INDEPENDENT FINANCIAL MANAGEMENT LIMITED

Barwells Wealth

Wealth Management

5 employeesInc. 2012Lewes, East SussexCH 07915410

barwells-wealth.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets89 / 100

Cash38 / 100

Headcount23 / 100

What does BARWELLS INDEPENDENT FINANCIAL MANAGEMENT LIMITED do?

Provides independent financial planning and wealth management advice to individuals, professionals and business owners. Services include retirement planning, investment management, pension advice,…

Who does BARWELLS INDEPENDENT FINANCIAL MANAGEMENT LIMITED sell to?

Serves individuals and families in East Sussex, including professionals, business owners, self-employed people, those approaching retirement, retirees and later-life clients focused on family wealth…

Key contacts (2)

Lee Roger Waters

Director

Andrew Sean Woods

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£446.7KEstimate

Founded

14 years ago

Since Jan 2012

Lewes, East Sussex

Financial health

Financial Health

Stable

Stable · -9% CAGR over 2y

Location

1 Station Farm Barns Station Road, Glynde

Lewes, East Sussex, BN8 6EU

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WEALTHWIDE LIMITED

Wealthwide

Wealth Management

14 employeesInc. 2007BirminghamCH 06127617

wealthwide.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets80 / 100

Cash97 / 100

Headcount65 / 100

What does WEALTHWIDE LIMITED do?

Provides specialist financial planning and advisory services for dentists and orthodontists, including wealth management, NHS pension advice, succession planning, mortgages, practice finance, and…

Who does WEALTHWIDE LIMITED sell to?

Serves UK dental professionals, including dentists, orthodontists, practice owners and associates, seeking specialist financial advice and support around personal, practice and NHS pension matters.

Key contacts (1)

Thomas Dickson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£588.4KEstimate

Founded

19 years ago

Since Feb 2007

Birmingham

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 5% CAGR over 3y

GrowingHiring

Location

3 Greenfield Crescent

Birmingham, B15 3BE

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GRANGE CAPITAL LTD

Grange Capital

Wealth ManagementAsset Management

0 employeesInc. 2014Weybridge, SurreyCH 09243859

grangecapital.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount0 / 100

What does GRANGE CAPITAL LTD do?

Provides wealth management and financial advisory services, including investment portfolio management, retirement and financial planning, and ongoing advisory support to help clients manage…

Who does GRANGE CAPITAL LTD sell to?

Serves private individuals and families nationwide seeking wealth management, investment, retirement and legacy planning support.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4.1MEstimate

Founded

11 years ago

Since Oct 2014

Weybridge, Surrey

Financial health

Financial Health

Stable

Stable · -68% CAGR over 4y

Location

Ibex House, Baker Street

Weybridge, Surrey, KT13 8AH

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Master Adviser CFP Limited

Master Adviser CFP

Wealth Management

7 employeesInc. 1994LondonCH 02985805

masteradviser.co.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount90 / 100

What does Master Adviser CFP Limited do?

Provides chartered financial planning and investment advice focused on generating retirement income. Services include pension planning, portfolio and income investing, drawdown strategies, investment…

Who does Master Adviser CFP Limited sell to?

Serves private individuals approaching or in retirement who need pension income, investment and financial planning advice, plus some corporate clients seeking financial planning services.

Key contacts (3)

Tilly D'Avigdor-Brodie

Director

James Fletcher Harrison

Director

David Douglas Mcfarlane Brodie

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£378.7KEstimate

Founded

31 years ago

Since Nov 1994

London

Financial health

Financial Health

Strong

Strong · Hiring · 18% CAGR over 2y

Hiring

Location

22 Chancery Lane

London, WC2A 1LA

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ACORN ADVISERS LIMITED

Acorn Capital Advisers

Wealth Management

2 employeesInc. 2016LondonCH 09939560

acorncapitaladvisers.com

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Financial sub-scores

Computed from 5 filings

Net assets35 / 100

Headcount40 / 100

What does ACORN ADVISERS LIMITED do?

Provides independent wealth advisory and outsourced family office services to high‑net‑worth individuals, families and trustees, including investment strategy, governance, philanthropy planning, and…

Who does ACORN ADVISERS LIMITED sell to?

Serves ultra-high-net-worth individuals, multigenerational families, their trustees and family offices with complex private wealth needs.

Key contacts (2)

Mark George Joseph Whitehead

Director

Christine Margaret Whitehead

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£529.8KEstimate

Founded

10 years ago

Since Jan 2016

London

Financial health

Financial Health

Weak

Weak · 0% CAGR over 3y

Location

2 Leman Street

London, E1W 9US

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Planning Partners Ltd

Financial Planning Partners

Wealth Management

1 employeesInc. 2018RotherhamCH 11391042

fpp-ifa.co.uk

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Financial sub-scores

Computed from 4 filings

Cash0 / 100

Headcount40 / 100

What does Planning Partners Ltd do?

Provides independent financial planning and advice, including retirement planning, investment and wealth management, estate and inheritance planning, and tax‑efficient strategies. Works with…

Who does Planning Partners Ltd sell to?

Serves affluent individuals and families, including senior executives, business owners and wealthy families, mainly across the Thames Valley, Berkshire, Surrey and Buckinghamshire.

Key contacts (1)

Sharren Wright

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£17.7KEstimate

Founded

8 years ago

Since May 2018

Rotherham

Financial health

Financial Health

Weak

Weak · 0% CAGR over 3y

Location

9 The Square, Harley

Rotherham, S62 7UG

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Mallory Wealth Limited

Mallory Wealth

Wealth Management

4 employeesInc. 2021Worthing, West SussexCH 13166366

mallorywealth.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Mallory Wealth Limited do?

Provides independent wealth planning and financial advice to high-net-worth individuals, trusts and charities. Assesses financial goals, recommends investment strategies, and selects and oversees…

Who does Mallory Wealth Limited sell to?

Serves wealthy private clients, family trusts and charities seeking ongoing wealth advice and access to external investment managers.

Key contacts (2)

Thomas Luke Milson

Director

David Christopher Stewart Clark

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£562KEstimate

Founded

5 years ago

Since Jan 2021

Worthing, West Sussex

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 41% CAGR over 4y

GrowingHiring

Location

Wiston House, 1 Wiston Avenue

Worthing, West Sussex, BN14 7QL

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Mchardy Private Wealth

Wealth Management

20 employeesInc. 2007AberdeenCH SC324229

mchardyprivatewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount100 / 100

What does Mchardy Private Wealth do?

Provides independent financial planning and wealth management advice for private and corporate clients, including retirement planning, investment strategy, inheritance and tax planning, and…

Who does Mchardy Private Wealth sell to?

Serves private individuals and corporate clients seeking independent financial planning and advice, including mortgage advice. Targets people and businesses in Scotland looking for ongoing wealth,…

Key contacts (4)

Alan Murdo Hardie

Director

Jonathan Lindsay Mclaren Craig

Director

Joseph O'Brien

Director

Mark James Thornton-Smith

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£202.5KEstimate

Founded

19 years ago

Since May 2007

Aberdeen

Financial health

100

Financial Health

Strong

Strong · Hiring · 61% CAGR over 4y

Hiring

Location

13 Bon Accord Crescent

Aberdeen, AB11 6DE

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Moneo Wealth Management Ltd

Moneo Wealth Management

Wealth ManagementInsurance

4 employeesInc. 1999BristolCH 03863161

moneo-ifa.co.uk

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Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount20 / 100

What does Moneo Wealth Management Ltd do?

Provides independent financial planning and advisory services to individuals and businesses, including investment management, retirement planning, wealth management, and financial strategy…

Who does Moneo Wealth Management Ltd sell to?

Serves individual clients and business owners, including professionals and executives, people approaching retirement, and retirees seeking personal wealth advice.

Key contacts (1)

Kenneth Duncan Simmonds

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.9MEstimate

Founded

26 years ago

Since Oct 1999

Bristol

Financial health

Financial Health

Healthy

Healthy · -7% CAGR over 3y

Location

Moneo Wealth Management, 61 Apsley Road

Bristol, BS8 2SW

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FORT FINANCIAL PLANNING LIMITED

Fort Financial Planning

Wealth ManagementAsset Management

0 employeesInc. 2004Sherborne, DorsetCH 05262921

ffp.org.uk

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Financial sub-scores

Computed from 4 filings

Net assets39 / 100

Cash99 / 100

Headcount0 / 100

What does FORT FINANCIAL PLANNING LIMITED do?

Provides independent financial planning and wealth management advice to professionals, business owners and retirees. Services include investment management, pension planning, share incentive and LTIP…

Who does FORT FINANCIAL PLANNING LIMITED sell to?

Serves individual consumers, especially professionals, executives, entrepreneurs, business owners, families, and people approaching or in retirement seeking personal financial planning, wealth…

Key contacts (3)

Emily Margaret Clark Flynn

Director

Mark Charles Salter

Director

Andrew Nicholas Fort

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£446.6KEstimate

Founded

21 years ago

Since Oct 2004

Sherborne, Dorset

Financial health

Financial Health

Stable

Stable · -78% CAGR over 3y

Location

Etheridge House Barton View Business Park, Sheeplands Lane

Sherborne, Dorset, DT9 4FW

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Artorius

Wealth ManagementAsset Management

2 employeesInc. 2014ManchesterCH 09285538

artorius.com

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What does Artorius do?

Provides wealth management and financial advisory services including wealth planning, investment management, alternative investments, liquidity management, governance and oversight, and consolidated…

Who does Artorius sell to?

Serves high-net-worth individuals and families, including intergenerational wealth holders, private equity and financial services professionals, business owners, entrepreneurs, and people…

Key contacts (1)

Gerard Hugh Mostyn Lane

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£83.8KEstimate

Founded

11 years ago

Since Oct 2014

Manchester

Location

2nd Floor, The Boardwalk, 21 Little Peter Street

Manchester, M15 4PS

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Harvest Associates

Wealth ManagementInsurance

3 employeesInc. 2012Kings Langley, HertfordshireCH 07903133

harvestassociates.co.uk

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What does Harvest Associates do?

Provides independent financial advice to individuals and businesses, including financial planning, savings and investment advice, retirement planning, mortgages, insurance and protection products,…

Who does Harvest Associates sell to?

Serves UK-based consumers and businesses seeking independent financial advice, including individuals planning savings, investments, retirement, mortgages or family protection, and employers needing…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£33KEstimate

Founded

14 years ago

Since Jan 2012

Kings Langley, Hertfordshire

Location

C/O Res Limited, Beaufort Court, Egg Farm Lane

Kings Langley, Hertfordshire, WD4 8LR

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Plan Money Limited

Plan Money

Wealth Management

9 employeesInc. 2005Colchester, EssexCH 05583593

plan-money.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets73 / 100

Cash88 / 100

Headcount100 / 100

What does Plan Money Limited do?

Provides independent financial advice to individuals, families and business owners, including retirement and investment planning, inheritance tax planning, mortgage and equity release advice,…

Who does Plan Money Limited sell to?

Serves UK-based individuals, families and business owners, including retirees, homeowners, investors, people planning inheritance or care, and businesses needing pensions or protection planning.

Key contacts (1)

Peter Russell Chadborn

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£582.4KEstimate

Founded

20 years ago

Since Oct 2005

Colchester, Essex

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 11% CAGR over 4y

GrowingHiring

Location

Bentley House Forge Lane, Great Bentley

Colchester, Essex, CO7 8GD

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ASHLEA FINANCIAL PLANNING LIMITED

Ashlea Financial Planning

Wealth Management

9 employeesInc. 2005Cheltenham, GloucestershireCH 05439258

ashlea-fp.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets34 / 100

Cash36 / 100

Headcount40 / 100

What does ASHLEA FINANCIAL PLANNING LIMITED do?

Provides independent financial planning and advice including retirement planning, wealth management, investment management, pension planning, and tax and inheritance tax planning. Offers financial…

Who does ASHLEA FINANCIAL PLANNING LIMITED sell to?

Serves private individuals and couples in and around the Cotswolds, especially people approaching or in retirement, inheritance recipients, and widowed or divorced clients managing personal finances.

Key contacts (3)

Nicholas James Marsh

Director

Susan Frances Wall

Director

Diane Margaret Weitz

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£298KEstimate

Founded

21 years ago

Since Apr 2005

Cheltenham, Gloucestershire

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

123 Promenade

Cheltenham, Gloucestershire, GL50 1NW

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CHURCH'S FINANCIAL PLANNING LIMITED

Church's Financial Planning

Wealth ManagementInsurance

7 employeesInc. 1996HampshireCH 03171812

churchsfp.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets7 / 100

Cash34 / 100

Headcount19 / 100

What does CHURCH'S FINANCIAL PLANNING LIMITED do?

Provides independent financial planning and advisory services, including investment planning, pension consolidation, retirement planning, and portfolio management. Uses financial planning software…

Who does CHURCH'S FINANCIAL PLANNING LIMITED sell to?

Serves UK-based individuals and couples seeking financial planning, investment and pension advice, including people preparing for retirement, consolidating pensions, saving while working, or managing…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.7MEstimate

Founded

30 years ago

Since Mar 1996

Hampshire

Financial health

Financial Health

Distressed

Distressed · -12% CAGR over 2y

Financial distress

Location

2 Holt Barns, Frith End

Hampshire, GU35 0QW

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WOODGATE FINANCIAL PLANNING LTD

Woodgate Financial

Wealth ManagementInsuranceAsset Management

3 employeesInc. 2003Loughborough, LeicestershireCH 04662503

woodgate.com

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Financial sub-scores

Computed from 4 filings

Net assets0 / 100

Cash0 / 100

Headcount0 / 100

What does WOODGATE FINANCIAL PLANNING LTD do?

Provides financial planning and wealth management services, including investment management, tax planning and integrated financial strategies. Advises individuals, corporate executives and business…

Who does WOODGATE FINANCIAL PLANNING LTD sell to?

Serves private individuals with complex financial affairs, corporate executives and managers, and business owners seeking personal financial coordination alongside business-related planning needs.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£204.2KEstimate

Founded

23 years ago

Since Feb 2003

Loughborough, Leicestershire

Financial health

Financial Health

Distressed

Distressed · -26% CAGR over 3y

Financial distress

Location

3 Rectory Place

Loughborough, Leicestershire, LE11 1UW

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Engage Financial Services Ltd

Engage Financial Services

Wealth Management

6 employeesInc. 2017Barnet, HertfordshireCH 10609552

engagefs.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Engage Financial Services Ltd do?

Provides fixed‑fee financial planning and wealth management advice for entrepreneurs, business owners, and professionals in sports and media, covering investment planning, retirement planning, wealth…

Who does Engage Financial Services Ltd sell to?

Serves high-earning individuals, entrepreneurs and business owners at growth, sale or post-exit stages, plus professionals in sports and media seeking personal financial guidance.

Key contacts (2)

Stevie Leanne Uddin

Director

Samuel Mark Sloma

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£386KEstimate

Founded

9 years ago

Since Feb 2017

Barnet, Hertfordshire

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 14% CAGR over 3y

GrowingHiring

Location

159 High Street

Barnet, Hertfordshire, EN5 5SU

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BESPOKE-ADVICE LIMITED

Bespoke-Advice

Wealth Management

12 employeesInc. 2013Worcester, WorcestershireCH 08754524

bespoke-advice.com

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does BESPOKE-ADVICE LIMITED do?

Provides independent financial planning and advisory services for individuals and businesses, including investment management, retirement planning, mortgages and equity release, life insurance and…

Who does BESPOKE-ADVICE LIMITED sell to?

Sells to UK consumers, private individuals, business owners and corporate clients seeking financial advice, including families planning school fees or children’s investments, and clients needing…

Key contacts (1)

Susannah Clare Lane

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£810.2KEstimate

Founded

12 years ago

Since Oct 2013

Worcester, Worcestershire

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

22 The Tything

Worcester, Worcestershire, WR1 1HD

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WESTMINSTER WEALTH MANAGEMENT LLP

Westminster Wealth Management

Wealth Management

63 employeesInc. 2006LondonCH OC320806

westminster-wealth.com

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount68 / 100

What does WESTMINSTER WEALTH MANAGEMENT LLP do?

Provides independent financial advice to individuals and businesses covering investment management, pensions and retirement planning, mortgages, protection insurance and wealth planning, with ongoing…

Who does WESTMINSTER WEALTH MANAGEMENT LLP sell to?

Serves private clients, families and business owners, including people planning retirement, mortgages or later-life finances, employers seeking corporate financial advice, and internationally mobile…

Key contacts (3)

James Patrick Lovatt Pearson

Llp Member

James Harvey Perkins

Llp Member

Martin John Lockyer

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£15.9M

Founded

20 years ago

Since Jul 2006

London

Financial health

Financial Health

Strong

Strong · Hiring · 9% CAGR over 2y

Hiring

Location

167 Fleet Street

London, EC4A 2EA

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Parisi Capital Ltd

Parisi Capital

Wealth Management

2 employeesInc. 2019GooleCH 11900123

parisicapital.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash43 / 100

Headcount40 / 100

What does Parisi Capital Ltd do?

Provides wealth management services including portfolio management, financial planning, and tax planning. Works with individuals and families to assess financial goals, develop investment strategies,…

Who does Parisi Capital Ltd sell to?

Serves individual consumers and families, from young professionals building wealth to high net worth individuals planning for or in retirement.

Key contacts (1)

Fiona Caroline Sweeting

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£501.8KEstimate

Founded

7 years ago

Since Mar 2019

Goole

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

Townends, Carlisle Street

Goole, DN14 5DX

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Ifamax Limited

Ifamax Wealth Management

Wealth Management

8 employeesInc. 2004BristolCH 05120478

ifamax.com

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Financial sub-scores

Computed from 5 filings

Net assets61 / 100

Cash70 / 100

Headcount83 / 100

What does Ifamax Limited do?

Provides financial planning and wealth management services for high-net-worth individuals, business owners and professionals. Advises on investment management, retirement planning, pensions,…

Who does Ifamax Limited sell to?

Serves high-net-worth individuals, families, business owners and professionals with £400,000+ in investable assets, including barristers, law firm partners and entertainment industry clients around…

Key contacts (2)

Ashton Andrew Chritchlow

Director

Max Robert Tennant

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£552.1KEstimate

Founded

22 years ago

Since May 2004

Bristol

Financial health

Financial Health

Healthy

Healthy · Hiring · 7% CAGR over 4y

Hiring

Location

Ground Floor, 1 Temple Back

Bristol, BS1 6FL

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EASTWOOD FINANCIAL SOLUTIONS LTD

Eastwood Financial Solutions

Wealth Management

4 employeesInc. 2007Maidenhead, BerkshireCH 06146490

eastwood-ifa.co.uk/about

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount11 / 100

What does EASTWOOD FINANCIAL SOLUTIONS LTD do?

Provides independent financial advice and planning services, including investment portfolio management, pension planning, estate planning and mortgages. Conducts financial reviews, research and…

Who does EASTWOOD FINANCIAL SOLUTIONS LTD sell to?

Serves private individuals and families, including clients with investment portfolios, pensions, estate-planning needs or mortgages, and some business owners whose personal objectives include…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£501.5KEstimate

Founded

19 years ago

Since Mar 2007

Maidenhead, Berkshire

Financial health

Financial Health

Healthy

Healthy · -8% CAGR over 5y

Location

27 Moorbridge Road

Maidenhead, Berkshire, SL6 8LT

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MCLAREN CAPITAL LIMITED

Mclaren Capital

Wealth Management

0 employeesInc. 2008GodalmingCH 06586342

mclarencapital.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets92 / 100

Cash100 / 100

Headcount0 / 100

What does MCLAREN CAPITAL LIMITED do?

Provides wealth management and financial advisory services to private clients and companies, including investment advice, tax and retirement planning, employee benefits consulting, corporate…

Who does MCLAREN CAPITAL LIMITED sell to?

Serves private clients, trustees and companies seeking wealth management, including tax and retirement planning, employee benefits, corporate investment and trust management advice.

Key contacts (2)

Angus Stephen Branfield

Director

Simon Scott Stodart

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.8MEstimate

Founded

18 years ago

Since May 2008

Godalming

Financial health

Financial Health

Healthy

Healthy · -57% CAGR over 5y

Location

The Old Forge, Shackstead Lane

Godalming, GU7 1RJ

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LITTLE PETER STREET MANAGEMENT COMPANY LIMITED

Artorius

Wealth ManagementAsset Management

Inc. 1996LancashireCH 03288789

artorius.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

What does LITTLE PETER STREET MANAGEMENT COMPANY LIMITED do?

Provides wealth management and financial advisory services, including wealth planning, investment management, governance oversight, liquidity management, alternative investments, and consolidated…

Who does LITTLE PETER STREET MANAGEMENT COMPANY LIMITED sell to?

Serves high-net-worth individuals, families with inter-generational wealth, private equity and financial services professionals, business owners, entrepreneurs, and people experiencing sudden wealth.

Key contacts (2)

Susan Margaret Capper

Director

Michael Kirwin

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£9KEstimate

Founded

29 years ago

Since Dec 1996

Lancashire

Financial health

100

Financial Health

Strong

Location

10a Little Peter Street, Manchester

Lancashire, M15 4PS

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WETHERALLS LTD

Wetheralls

Wealth Management

0 employeesInc. 2014ManchesterCH 09186837

wetheralls.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets54 / 100

Cash100 / 100

Headcount0 / 100

What does WETHERALLS LTD do?

Provides financial planning and wealth management services for business owners and professionals, including investment advice, retirement planning and portfolio management. Offers tailored financial…

Who does WETHERALLS LTD sell to?

Serves UK-based individuals, especially business owners, executives and other professionals, including both active workers and retirees.

Key contacts (2)

Kate Louise Robins

Director

James Douglas Wetherall

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£260.2KEstimate

Founded

11 years ago

Since Aug 2014

Manchester

Financial health

Financial Health

Stable

Stable · -72% CAGR over 4y

Location

Suite 6a Northspring, 70 Spring Gardens

Manchester, M2 2BQ

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Iolaire Financial Limited

Iolaire Financial

Wealth Management

7 employeesInc. 2016Auchterarder, Perth and KinrossCH SC534350

iolairefinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Cash77 / 100

Headcount40 / 100

What does Iolaire Financial Limited do?

Provides financial planning and advisory services, including retirement and long‑term financial planning, investment portfolio management using evidence‑based portfolios, and mortgage advice for…

Who does Iolaire Financial Limited sell to?

Serves UK consumers, including individuals planning retirement or long-term financial goals, and mortgage customers such as first-time buyers, home movers and remortgagers.

Key contacts (1)

Daley Adelani Smith

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£529KEstimate

Founded

10 years ago

Since May 2016

Auchterarder, Perth and Kinross

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

50 High Street

Auchterarder, Perth And Kinross, PH3 1DB

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Walmsley Baker (UK) Limited

Walmsley Baker

Wealth Management

7 employeesInc. 2007Truro, CornwallCH 06447016

walmsleybaker.com

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Financial sub-scores

Computed from 5 filings

Net assets44 / 100

Cash100 / 100

Headcount40 / 100

What does Walmsley Baker (UK) Limited do?

Provides independent financial advice including retirement planning, investment advice, mortgage and equity release guidance, tax planning, and later-life financial planning such as long-term care…

Who does Walmsley Baker (UK) Limited sell to?

Serves individual consumers and families, including retirees, pre-retirees, investors, mortgage seekers, homeowners considering equity release, and people planning later-life or long-term care.

Key contacts (2)

Susan Jane Vinson

Director

Nigel Michael Vinson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

18 years ago

Since Dec 2007

Truro, Cornwall

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

11 Treyew Road

Truro, Cornwall, TR1 3AN

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Symphony Financial Advisers Ltd

Symphony Financial Advisers

Wealth Management

0 employeesInc. 2000Elland, West YorkshireCH 04034866

symphonyfa.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets84 / 100

Cash82 / 100

Headcount0 / 100

What does Symphony Financial Advisers Ltd do?

Provides independent financial advice and planning services to individuals, including pension and retirement planning, ISA investments, and personal finance guidance. Publishes informational articles…

Who does Symphony Financial Advisers Ltd sell to?

Serves individual consumers seeking financial advice, particularly people planning for retirement, pensions and ISA savings.

Key contacts (3)

Karen Guy

Director

Christopher Walmsley

Director

Darren William Guy

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£604KEstimate

Founded

26 years ago

Since Jul 2000

Elland, West Yorkshire

Financial health

Financial Health

Healthy

Healthy · -66% CAGR over 4y

Location

Brindley House, Suite 1, Unit H6, Premier Way, Lowfields Business Park

Elland, West Yorkshire, HX5 9HF

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GEMINI FINANCIAL PLANNING LIMITED

Gemini Financial Planning

Wealth Management

6 employeesInc. 2011Cheltenham, GloucestershireCH 07592921

geminifinancialplanning.co.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount26 / 100

What does GEMINI FINANCIAL PLANNING LIMITED do?

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

Who does GEMINI FINANCIAL PLANNING LIMITED sell to?

Serves private individuals, families, business owners and companies seeking independent financial planning advice, including clients with personal wealth, retirement, inheritance tax, mortgage or…

Key contacts (2)

Adam Smallman

Director

Jess D'Ambrosio

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£556KEstimate

Founded

15 years ago

Since Apr 2011

Cheltenham, Gloucestershire

Financial health

Financial Health

Healthy

Healthy · -7% CAGR over 2y

Location

The Lypiatts, Lansdown Road

Cheltenham, Gloucestershire, GL50 2JA

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336 Financial Management Ltd

336 Financial Management

Wealth ManagementInsurance

9 employeesInc. 2011EdinburghCH SC404120

336fm.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets36 / 100

Cash61 / 100

Headcount59 / 100

What does 336 Financial Management Ltd do?

Provides chartered financial planning and wealth management services, including personalised financial plans, investment advice, tax planning, retirement and income planning, and ongoing portfolio…

Who does 336 Financial Management Ltd sell to?

Serves private clients, including professionals, retirees, business owners and families seeking ongoing financial planning, wealth management, pension, tax and inheritance advice.

Key contacts (1)

Douglas Alexander Young

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.1MEstimate

Founded

14 years ago

Since Jul 2011

Edinburgh

Financial health

Financial Health

Stable

Stable · Hiring · 6% CAGR over 2y

Hiring

Location

Thistle House Thistle Street, 21-23 Thistle St

Edinburgh, EH2 1DF

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STRATEGIC WEALTH MANAGEMENT LIMITED

Strategic Wealth Management

Wealth Management

0 employeesInc. 1987Tonbridge, KentCH 02205890

strategicwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets55 / 100

Headcount0 / 100

What does STRATEGIC WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management services to individuals and families. Advises on retirement planning, investment management, and strategies to build, protect, and pass on wealth,…

Who does STRATEGIC WEALTH MANAGEMENT LIMITED sell to?

Serves private clients, including individuals, couples and families, particularly those preparing for retirement, already retired, or focused on preserving wealth for future generations.

Key contacts (1)

Steven Robert Hotham

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£219.7KEstimate

Founded

38 years ago

Since Dec 1987

Tonbridge, Kent

Financial health

Financial Health

Weak

Weak · -70% CAGR over 4y

Location

Lindeyer Francis Ferguson, North House 198 High Street

Tonbridge, Kent, TN9 1BE

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LEABOLD FINANCIAL MANAGEMENT LIMITED

Leabold

Wealth Management

8 employeesInc. 2004Abercynon, Rhondda Cynon TaffCH 05173817

leabold.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets33 / 100

Cash48 / 100

Headcount2 / 100

What does LEABOLD FINANCIAL MANAGEMENT LIMITED do?

Provides financial advice and planning services to individuals and organisations, including investment planning, pensions and retirement advice, and portfolio management. Offers ongoing adviser…

Who does LEABOLD FINANCIAL MANAGEMENT LIMITED sell to?

Serves private individuals seeking financial planning and portfolio support, as well as pension scheme trustees needing regulated advice and governance-related support.

Key contacts (1)

Benjamin Tansley

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£364.9KEstimate

Founded

22 years ago

Since Jul 2004

Abercynon, Rhondda Cynon Taff

Financial health

Financial Health

Weak

Weak · -19% CAGR over 3y

Location

Valleys Innovation Centre Navigation Park, Mountain Ash

Abercynon, Rhondda Cynon Taff, CF45 4SN

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Acorn Wealth Management Limited

Acorn Wealth Management Group

Wealth ManagementInsurance

2 employeesInc. 2017Acle, NorfolkCH 10951810

awmg.co.uk

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Financial sub-scores

Computed from 5 filings

Cash27 / 100

Headcount100 / 100

What does Acorn Wealth Management Limited do?

Provides financial planning and wealth management advice to individuals and families, including pensions planning, investment advice, protection and insurance cover, and retirement planning, using…

Who does Acorn Wealth Management Limited sell to?

Serves individuals, families and business owners seeking financial advice, including people planning retirement, investing for the future, or safeguarding family and mortgage commitments.

Key contacts (1)

Ian James Howell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£91KEstimate

Founded

8 years ago

Since Sep 2017

Acle, Norfolk

Financial health

Financial Health

Healthy

Healthy · Hiring · 19% CAGR over 4y

Hiring

Location

1a Crossway Terrace

Acle, Norfolk, NR13 3QT

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CYFRI CYFYNGEDIG

Cyfri Cyfyngedig

Wealth ManagementInsurance

4 employeesInc. 2000CeredigionCH 03925755

cyfri.co.uk

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Financial sub-scores

Computed from 5 filings

Cash0 / 100

Headcount100 / 100

What does CYFRI CYFYNGEDIG do?

Provides independent financial advice on life insurance, pension planning, investments, health insurance, long-term care, corporate financial planning and tax planning, helping individuals and…

Who does CYFRI CYFYNGEDIG sell to?

Serves individuals, families, business owners and employers in Ceredigion seeking personal and corporate financial planning support.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£311KEstimate

Founded

26 years ago

Since Feb 2000

Ceredigion

Financial health

Financial Health

Stable

Stable · Hiring · 19% CAGR over 4y

Hiring

Location

23 College Street, Lampeter

Ceredigion, SA48 7DY

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CARDAN FINANCIAL GROUP LIMITED

Bespoke Advice

Wealth Management

2 employeesInc. 2020WorcesterCH 12631719

bespoke-advice.com

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Financial sub-scores

Computed from 3 filings

Net assets19 / 100

Cash100 / 100

Headcount100 / 100

What does CARDAN FINANCIAL GROUP LIMITED do?

Provides independent financial planning and advisory services to individuals and businesses, including investment management, retirement planning, mortgages and equity release, life insurance and…

Who does CARDAN FINANCIAL GROUP LIMITED sell to?

Serves UK-based private individuals, families, business owners and corporate clients, including clients planning for children’s investments, school fees, retirement, estate matters and later-life…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£200.2KEstimate

Founded

6 years ago

Since May 2020

Worcester

Financial health

Financial Health

Healthy

Healthy · Hiring · 33% CAGR over 2y

Hiring

Location

22 The Tything

Worcester, WR1 1HD

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Walmsley Baker Wealth Management Ltd

Walmsley Baker

Wealth Management

2 employeesInc. 2023Truro, CornwallCH 14970606

walmsleybaker.com

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Financial sub-scores

Computed from 2 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does Walmsley Baker Wealth Management Ltd do?

Provides independent financial planning and advisory services including retirement planning, investment advice, mortgage and equity release advice, and later‑life and long‑term care planning, helping…

Who does Walmsley Baker Wealth Management Ltd sell to?

Serves private individuals and families, including people planning retirement, investors, mortgage seekers, homeowners considering equity release, and those arranging later-life or long-term care…

Key contacts (2)

Jacob Andrew Frederick Fielder

Director

Nigel Michael Vinson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£40.9KEstimate

Founded

3 years ago

Since Jun 2023

Truro, Cornwall

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 1y

Growing

Location

Unit 1, 6 Quay Street

Truro, Cornwall, TR1 2HD

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PEREGRINE & BLACK LIMITED

Peregrine & Black

Asset ManagementWealth Management

7 employeesInc. 2012LondonCH 08321754

peregrineblack.com

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Financial sub-scores

Computed from 5 filings

Net assets38 / 100

Cash100 / 100

Headcount19 / 100

What does PEREGRINE & BLACK LIMITED do?

Provides investment management and stockbroking services, including discretionary portfolio management, model portfolios, financial planning, and execution-only trading. Also offers wealth…

Who does PEREGRINE & BLACK LIMITED sell to?

Serves private wealth clients, charities, court-appointed deputies and trustees, financial intermediaries, and US-connected or Islamic investors seeking regulated investment and stockbroking support.

Key contacts (2)

John Czarnowski

Director

Patrick Henry Bullman

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.6MEstimate

Founded

13 years ago

Since Dec 2012

London

Financial health

Financial Health

Stable

Stable · -6% CAGR over 4y

Location

5 Bolton Street, Mayfair

London, W1J 8BA

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Caple Banks Limited

Caple Banks

Wealth ManagementInsurance

14 employeesInc. 2010GloucesterCH 07307099

caplebanks.co.uk

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Financial sub-scores

Computed from 5 filings

Cash80 / 100

Headcount28 / 100

What does Caple Banks Limited do?

Provides independent financial planning and advisory services to individuals and families, including advice on investments, pensions, trusts, inheritance tax planning, and personal protection,…

Who does Caple Banks Limited sell to?

Serves individuals and families in the UK seeking independent financial advice, including people planning pensions, investments, inheritance, trusts, protection, and long-term wealth management.

Key contacts (2)

Jody Elizabeth Banks

Director

Kevin James Caple

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£420.5KEstimate

Founded

16 years ago

Since Jul 2010

Gloucester

Financial health

Financial Health

Stable

Stable · -3% CAGR over 4y

Location

Building 9, Highnam Business Centre Newent Road, Highnam

Gloucester, GL2 8DN

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Harold Stephens Estate Planning Ltd

Harold Stephens

Wealth ManagementInsurance

Inc. 2021BristolCH 13390419

haroldstephens.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets40 / 100

Cash100 / 100

What does Harold Stephens Estate Planning Ltd do?

Provides independent financial advice focused on later‑life planning, including pensions and retirement planning, investment management, long‑term care planning, estate planning, inheritance tax and…

Who does Harold Stephens Estate Planning Ltd sell to?

Serves people in retirement or later life in Bristol and surrounding areas, plus their attorneys, trustees, representatives and close relatives involved in financial, care and estate-related…

Key contacts (2)

Victoria Vyce

Director

Richard Peter Higgs

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£25.2KEstimate

Founded

5 years ago

Since May 2021

Bristol

Financial health

Financial Health

Healthy

Financial distressTechnical insolvency

Location

50a High Street, Westbury-On-Trym

Bristol, BS9 3DZ

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SOVEREIGN (FINANCIAL SERVICES) LIMITED

Sovereign (financial Services)

Wealth ManagementInsurance

7 employeesInc. 1979SevenoaksCH 01462580

sovfs.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets36 / 100

Cash100 / 100

Headcount40 / 100

What does SOVEREIGN (FINANCIAL SERVICES) LIMITED do?

Provides independent financial advice and wealth planning for individuals and families, including investment strategy, pension consolidation and retirement planning, tax‑efficient savings and…

Who does SOVEREIGN (FINANCIAL SERVICES) LIMITED sell to?

Serves families and businesses seeking independent financial advice, typically via referrals from existing clients, accountants and lawyers, including inter-generational planning clients.

Key contacts (1)

Gary Thomas Mitchell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£638.3KEstimate

Founded

46 years ago

Since Nov 1979

Sevenoaks

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Sovereign House, 28-30 High Street

Sevenoaks, TN13 1HX

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Grange Financial Planning Limited

Grange Financial Planning

Wealth Management

3 employeesInc. 1998Winchester, HampshireCH 03679643

grange-ifa.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets28 / 100

Cash27 / 100

Headcount0 / 100

What does Grange Financial Planning Limited do?

Provides independent financial advice to individuals, including pension planning, investment advice and protection products. Reviews clients’ finances and builds investment portfolios, including…

Who does Grange Financial Planning Limited sell to?

Serves UK individuals and families seeking independent financial advice, including clients planning pensions, investments, protection needs and sustainable investment portfolios.

Key contacts (1)

Elizabeth Anne MacKenzie

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£70.6KEstimate

Founded

27 years ago

Since Dec 1998

Winchester, Hampshire

Financial health

Financial Health

Weak

Weak · -35% CAGR over 2y

Location

Long Barn Hazeley Road, Morestead

Winchester, Hampshire, SO21 1LZ

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88 more companies and their verified directors are in the file

You’re seeing the top 50. Buy the list to get all 138 with directors, websites and financials.

How Squarespace 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.

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

UK Wealth Management by CMS

Wealth Management Companies Using WordPress in the UK Wealth Management Companies Using Wix in the UK Wealth Management Companies Using Drupal in the UK Wealth Management Companies Using Concrete CMS in the UK Wealth Management Companies Using Webflow in the UK

Other Wealth Management technology

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 Wealth Management Companies Using Yoast SEO in the UK

Related directories

Companies Using Squarespace in the UK Wealth Management in the UK Wealth Management Companies in the UK CMS Used by UK Wealth Management Companies: Market Share (2026)

Frequently asked questions

How many UK wealth management companies use Squarespace?

81 actively-trading UK wealth management companies run Squarespace, detected via Firmbase's technology fingerprinting of their public websites joined with Companies House records. 1 of them report turnover above £5M in their most recent filed accounts.

What share of UK wealth management companies run Squarespace?

Squarespace accounts for 4.5% of UK wealth management companies with a detectable CMS (81 of 1,798), behind Wix (6.2%) and Drupal (4.9%).

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

What size wealth management companies use Squarespace in the UK?

The median Squarespace-running wealth management company employs 5 people and reports roughly £401k in UK turnover. 1 of the cohort report turnover above £5M.

What do Squarespace-running wealth management companies also run?

34.6% of Squarespace-running UK wealth management companies also run Google Analytics, 14.8% run Cloudflare, 9.9% run Google Tag Manager, 8.6% run PFP. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 170 verified directors — names and roles — across these 81 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 138 companies as a spreadsheet.

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