Wealth Management Companies Using Webflow in the UK: 54 Active Firms (2026)

Updated June 2026

Wealth management firms using visual website-building technology provide investment advice, planning and portfolio services to UK clients.

For wealth managers, a visual website-building stack tends to sit with marketing, client communications and compliance rather than product engineering. It helps regulated firms keep service pages, adviser profiles, insight content and conversion forms under closer business control, while still relying on external specialists for design, tracking and security configuration. Adoption usually signals a firm with a maintained direct-channel posture: visible enough to care about brand experience, but lean enough to avoid a larger enterprise content estate. The fit is clearest among small and mid-market advice or portfolio firms where content governance, approval trails and client acquisition all meet on the public website.

Across the UK, 54 wealth management firms are running this visual website-building platform on their public sites. Reported headcount totals 316, reinforcing the small-team pattern visible in this adoption niche. Within wealth management CMS detections, the platform ranks sixth, with a 3.0% share of a 1,799-site comparison set, so it remains a minority choice rather than a default sector system. Registered-address skew is London-heavy at 29.6%, followed by the South East at 16.7% and the East Midlands at 9.3%; the North East and South West each account for 7.4%.

Website procurement in wealth management carries more friction than in ordinary business services because public pages can become financial promotions. FCA scrutiny of fair, clear and not misleading communications makes sign-off workflow, record keeping and ownership of published changes relevant to even modest sites. GDPR and ICO expectations also sit close to the stack: contact forms, analytics tags, cookie consent and anti-spam tooling all touch personal information or tracking. Common co-occurrence with security, analytics, tagging, embedded media and form-protection services points to a marketing operations stack assembled around distribution and control, not only page design.

Adoption appears likely to remain selective rather than universal. The stack suits wealth managers that want a polished direct channel without building a large internal web team, especially where marketing content changes more often than the underlying client proposition. Larger, multi-brand or institutionally owned groups tend to have heavier procurement, integration and governance needs, which can pull them towards enterprise content platforms or managed agency estates. Among smaller advisers, migration pressure is more likely to come from refresh cycles, compliance review pain and the need to make client acquisition pages easier to maintain.

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 Webflow varies by company size across the trading UK wealth management companies in this cohort. 0.7% of the 5,347 companies with under 10 employees run Webflow (40 detected). 3.1% of the 453 companies with 10–50 employees run Webflow (14 detected). 0% of the 28 companies with over 50 employees run Webflow (0 detected). That is a 0.7% gap between the over 50 employees and under 10 employees bands.

Active firms

2026

Of detected CMS share

UK wealth management

Median headcount

Filed accounts

125

Verified directors

Across this cohort

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Key facts

About 3% of the trading cohort reports turnover above £5M (2 of 54 firms) — the rest sits below that revenue band.

9% of the cohort was incorporated since 2022 (5 firms), so a sizeable share is in its first few filing cycles.

The page’s visual website-building system accounts for 3.0% (54) of detectable CMS use across 1,799 wealth management firms; the largest detected CMS option holds 69.6% (1,253).

London accounts for 29.6% (16) of wealth management firms running the system, followed by the South East at 16.7% (9).

A CDN and security layer is also detected on 85.2% (46) of the cohort, suggesting these adviser sites often pair editable content with traffic-management and protection tooling.

Analytics and tag-management tools appear on 44.4% (24) and 42.6% (23) of the cohort respectively, pointing to website measurement as a common part of client acquisition.

Sector tags overlap beyond wealth management: asset management appears on 18.5% (10), insurance on 13.0% (7), and accounting and audit on 11.1% (6).

CMS market share among UK Wealth Management

Webflow

Tridion

Adobe Experience Manager

Other / long tail

Share of the 1,799 UK Wealth Management with a detectable system. As of June 2026.

What else do Webflow-running Wealth Management run?

Share of the 54 Webflow-running UK companies where each technology was also detected. As of June 2026.

Where Webflow Wealth Management are, and how healthy they look

By region

London

South East

East Midlands

North East

South 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

£421.3K

Median UK turnover

3.7%

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 88 companies, alongside financials and websites, in one CSV file.

Top UK Wealth Management using Webflow

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

Riverfall Financial Limited

Riverfall Financial

Wealth ManagementInsuranceRetail Banking

5 employeesInc. 2014Ruddington, NottinghamshireCH 09039220

riverfall-financial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Cash100 / 100

Headcount8 / 100

What does Riverfall Financial Limited do?

Provides financial planning and advisory services including pensions and retirement planning, investment advice, estate and inheritance planning, mortgages and protection insurance, as well as…

Who does Riverfall Financial Limited sell to?

Serves individuals, families and business owners in Nottingham and the East Midlands, plus companies seeking support with protection, director pensions and employee benefits.

Key contacts (1)

Jessica Emily McGowan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£155.5KEstimate

Founded

12 years ago

Since May 2014

Ruddington, Nottinghamshire

Financial health

Financial Health

Stable

Stable · -8% CAGR over 6y

Location

17-21 High Street

Ruddington, Nottinghamshire, NG11 6DT

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Rathmore Financial Limited

Rathmore Financial

Wealth ManagementInsurance

7 employeesInc. 2011BristolCH 07769982

rathmorefinancial.com

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Financial sub-scores

Computed from 5 filings

Net assets45 / 100

Headcount28 / 100

What does Rathmore Financial Limited do?

Provides independent financial advice and planning for individuals and families, including retirement planning, pensions, savings and investments, cash flow planning, inheritance tax and estate…

Who does Rathmore Financial Limited sell to?

Serves individuals, families and business owners seeking financial planning, with a focus on people approaching or in retirement and later life. Also supports accountants and solicitors whose clients…

Key contacts (2)

Floyd Sofiri Fombo

Director

William Timothy Kenneth Molony

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£322.4KEstimate

Founded

14 years ago

Since Sep 2011

Bristol

Financial health

Financial Health

Weak

Weak · -3% CAGR over 4y

Location

Trym Lodge 1 Henbury Road, Westbury-On-Trym

Bristol, BS9 3HQ

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Kelvin Financial Planning Limited

Kelvin Financial Planning

Wealth Management

9 employeesInc. 2011GlasgowCH SC406519

kelvinfp.com

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Financial sub-scores

Computed from 4 filings

Net assets64 / 100

Cash98 / 100

Headcount40 / 100

What does Kelvin Financial Planning Limited do?

Provides independent financial planning and advisory services including pension planning, savings and investment advice, inheritance tax and estate planning, and personal protection such as life,…

Who does Kelvin Financial Planning Limited sell to?

Serves private individuals and families seeking financial planning advice on pensions, investments, inheritance tax, estate planning and protection.

Key contacts (1)

Christopher John Malcolm

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£789.5KEstimate

Founded

14 years ago

Since Sep 2011

Glasgow

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 3y

Location

2nd Floor, 176 Bath Street

Glasgow, G2 4HG

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MCMILLAN WEALTH CONSULTANTS LIMITED

McMillan Financial Advice

Wealth Management

0 employeesInc. 2015LondonCH 09448900

mcmillanfa.co.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount0 / 100

What does MCMILLAN WEALTH CONSULTANTS LIMITED do?

Provides financial advice and wealth management services to individuals and businesses, including financial planning, investment and pension advice, retirement planning, mortgages, tax and estate…

Who does MCMILLAN WEALTH CONSULTANTS LIMITED sell to?

Serves private individuals and families of varying ages and financial resources, alongside business owners, employers and professional clients seeking personal and corporate financial advice,…

Key contacts (1)

Suresh McMillan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£3.3M

Founded

11 years ago

Since Feb 2015

London

Financial health

Financial Health

Stable

Stable · -56% CAGR over 5y

Location

Arthur G Mead Ltd 4th Floor,Fitzrovia House, 153-157 Cleveland Street

London, W1T 6QW

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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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Marmont Investment Company Limited

Marmot Investment Office

Wealth ManagementAsset Management

Inc. 1962NewtownardsCH NI005245

marmot-invest.com

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Financial sub-scores

Computed from 4 filings

Net assets37 / 100

Cash18 / 100

What does Marmont Investment Company Limited do?

Provides independent investment advisory and wealth management services for wealthy families and private equity professionals, including portfolio strategy, manager selection, diversification, and…

Who does Marmont Investment Company Limited sell to?

Serves wealthy families, high-net-worth individuals and private equity professionals seeking independent investment office and wealth advisory support.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£547.8KEstimate

Founded

64 years ago

Since May 1962

Newtownards

Financial health

Financial Health

Weak

Location

La Mon Hotel And Country Club 41 Gransha Road, Comber

Newtownards, BT23 5RF

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CHILTERN HILLS FINANCIAL PLANNING LIMITED

Chiltern Hills Financial Planning

Wealth Management

4 employeesInc. 2019Berkhamsted, HertsCH 11767267

chilternhillsfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets90 / 100

Cash100 / 100

Headcount100 / 100

What does CHILTERN HILLS FINANCIAL PLANNING LIMITED do?

Provides financial planning and wealth management advice to individuals, professionals and business owners, including investment planning, retirement planning, protection, tax planning and cash flow…

Who does CHILTERN HILLS FINANCIAL PLANNING LIMITED sell to?

Serves private clients in Buckinghamshire, including business owners, professionals, families and individuals planning for financial independence or retirement.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£761.1KEstimate

Founded

7 years ago

Since Jan 2019

Berkhamsted, Herts

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 46% CAGR over 4y

GrowingHiring

Location

2 Claridge Court, Lower Kings Road

Berkhamsted, Herts, HP4 2AF

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Medical & General Independent Financial Advisers Ltd

Medical & General

Wealth Management

14 employeesInc. 2014London, DorsetCH 08970384

medicalandgeneral.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets83 / 100

Cash54 / 100

Headcount100 / 100

What does Medical & General Independent Financial Advisers Ltd do?

Provides independent financial advice and planning, specialising in medical professionals. Services include retirement and NHS pension advice, investment portfolio planning, tax and inheritance…

Who does Medical & General Independent Financial Advisers Ltd sell to?

Serves individual medical professionals, including GPs, dentists, pharmacists and opticians, especially those with NHS pension, retirement, mortgage, protection, tax, inheritance or investment…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£527.5KEstimate

Founded

12 years ago

Since Apr 2014

London, Dorset

Financial health

Financial Health

Healthy

Healthy · Hiring · 19% CAGR over 4y

Hiring

Location

6th Floor 3, Valentine Place

London, Dorset, SE1 8QH

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Cadro Technologies Limited

Cadro

Asset ManagementWealth ManagementVenture Capital

17 employeesInc. 2019LondonCH 11797448

cadro.com

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Cash100 / 100

What does Cadro Technologies Limited do?

Provides investment management services for individuals, families, and institutional investors. Offers wealth management, private markets investing, cash management, and multi‑asset portfolio…

Who does Cadro Technologies Limited sell to?

Serves modern investors, including individuals and families seeking wealth management, and institutional investors such as pension funds and endowments.

Key contacts (4)

Gordon Mark Hurst

Director

Edward Thomas Nichol Heaton

Director

Jordan John Buck

Director

Natasa Miklavcic Williams

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£185.5K

Founded

7 years ago

Since Jan 2019

London

Financial health

Financial Health

Healthy

Location

Berkeley Square House, Berkeley Square

London, W1J 6BD

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RJS Wealth Limited

RJS Wealth

Wealth Management

3 employeesInc. 2016Wallington, SurreyCH 10300280

rjswealth.co.uk

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Financial sub-scores

Computed from 3 filings

Profitability100 / 100

Net assets93 / 100

Cash71 / 100

Headcount100 / 100

What does RJS Wealth Limited do?

Provides financial planning and wealth management services, including investment strategy, retirement planning, tax planning and protection advice. Works with professionals and business owners to…

Who does RJS Wealth Limited sell to?

Serves high-net-worth individuals, successful professionals and business owners seeking personal wealth management, investment, retirement, tax and protection planning advice.

Key contacts (2)

Ravi Seesurrun

Director

Aatma Seesurrun

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1M

Founded

9 years ago

Since Jul 2016

Wallington, Surrey

Financial health

Financial Health

Strong

Strong · Profitable, Growing, Hiring · 22% CAGR over 2y

ProfitableGrowingHiring

Location

Endeavour House, 78 Stafford Road

Wallington, Surrey, SM6 9AY

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Cavendish Ware

Wealth Management

36 employeesInc. 1998LondonCH 03650129

cavendishware.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount100 / 100

What does Cavendish Ware do?

Provides financial planning and wealth management services, including investment advice, retirement planning, and protection planning. Advises individuals and families on managing assets, building…

Who does Cavendish Ware sell to?

Targets private clients with personal wealth goals, including families, people preparing for retirement, retirees and business owners.

Key contacts (3)

Alison Jane Malton

Director

Gregor Angus Reid

Director

Adrian Marcus Michael Ware

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£230.1KEstimate

Founded

27 years ago

Since Oct 1998

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 11% CAGR over 4y

Hiring

Location

3 Moorgate Place

London, EC2R 6EA

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Canizaro Limited

Cannizaro

Wealth Management

2 employeesInc. 2013Esher, SurreyCH 08661629

cannizaro.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does Canizaro Limited do?

Provides wealth management and bespoke financial planning services, advising professionals, entrepreneurs, barristers and partners of law and accountancy firms on investment strategy, retirement…

Who does Canizaro Limited sell to?

Serves high-earning individuals, including law firm partners, barristers, partners at global accountancy and consulting firms, other professionals, and entrepreneurs.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

12 years ago

Since Aug 2013

Esher, Surrey

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

53 Soprano Way

Esher, Surrey, KT10 0DG

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Ponte Capital Ltd.

Ponte

Wealth ManagementAsset Management

Inc. 2019LeicesterCH 12345234

pontecap.com

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Cash0 / 100

What does Ponte Capital Ltd. do?

Provides independent asset and equity management services for private investors, including acquisition structuring, due diligence, oversight of financial holdings, partnership and asset…

Who does Ponte Capital Ltd. sell to?

Serves private investors, family asset owners and business owners with privately held equity or international assets, including those involved in acquisitions, partnerships, trusts, estates, divorce…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

6 years ago

Since Dec 2019

Leicester

Financial health

Financial Health

Weak

Location

9 Merus Court, Meridian Business Park

Leicester, LE19 1RJ

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Chester Rose Financial Planning Ltd

Chester Rose

Wealth Management

21 employeesInc. 2006Newbury, BerkshireCH 05835113

chesterrose.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Chester Rose Financial Planning Ltd do?

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

Who does Chester Rose Financial Planning Ltd sell to?

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

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£761.5KEstimate

Founded

20 years ago

Since Jun 2006

Newbury, Berkshire

Financial health

100

Financial Health

Strong

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

GrowingHiring

Location

53 Bartholomew Street

Newbury, Berkshire, RG14 5QA

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TOWN CLOSE FINANCIAL PLANNING LIMITED

Town Close Financial Planning

Wealth Management

5 employeesInc. 2013London, EssexCH 08390032

townclose.money

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Financial sub-scores

Computed from 5 filings

Headcount75 / 100

What does TOWN CLOSE FINANCIAL PLANNING LIMITED do?

Provides personal financial planning and advisory services, including retirement planning, tax planning, investment advice and wealth management. Supports clients with financial organisation, legacy…

Who does TOWN CLOSE FINANCIAL PLANNING LIMITED sell to?

Serves individual clients and families seeking personal financial guidance, including people planning for retirement, managing wealth, handling tax decisions, or needing support after bereavement.

Key contacts (1)

Jeremy Sinclair Askew

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£550.6KEstimate

Founded

13 years ago

Since Feb 2013

London, Essex

Financial health

Financial Health

Healthy

Healthy · Hiring · 6% CAGR over 4y

Hiring

Location

124 City Road

London, Essex, EC1V 2NX

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PACE WARD FINANCIAL SOLUTIONS LTD

Pace Ward Financial Solutions

Wealth Management

8 employeesInc. 2011Stoke-on-Trent, StaffordshireCH 07662588

pacewardfs.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount20 / 100

What does PACE WARD FINANCIAL SOLUTIONS LTD do?

Provides financial advice and wealth management services, including investment planning and management, retirement planning, estate and inheritance planning, mortgage advice, financial protection,…

Who does PACE WARD FINANCIAL SOLUTIONS LTD sell to?

Serves consumers across the UK, including investors, retirees, first-time buyers, homeowners, buy-to-let landlords and families planning estates, plus businesses needing corporate financial planning.

Key contacts (1)

Jeremy Heath Pace

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£413KEstimate

Founded

15 years ago

Since Jun 2011

Stoke-on-Trent, Staffordshire

Financial health

Financial Health

Healthy

Healthy · -5% CAGR over 4y

Location

6 Ridge House Ridge House Drive, Festival Park

Stoke-On-Trent, Staffordshire, ST1 5SJ

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SKYBOUND WEALTH MANAGEMENT LIMITED

Skybound Wealth

Wealth Management

0 employeesInc. 2002Poole, DorsetCH 04479650

skyboundwealth.com

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Cash100 / 100

Headcount0 / 100

What does SKYBOUND WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management advice to individuals, including retirement planning, pension transfers (SIPP, QROPS, QNUPS), investment portfolios, regular savings and lump sum…

Who does SKYBOUND WEALTH MANAGEMENT LIMITED sell to?

Serves individual international clients and expatriates worldwide, including UK pension holders, retirees, families planning school fees or inheritance, and clients relocating or repatriating; also…

Key contacts (2)

Craig Richard Stokes

Director

Joshua Burton

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£6.3M

Founded

24 years ago

Since Jul 2002

Poole, Dorset

Financial health

Financial Health

Stable

Stable · -68% CAGR over 4y

Location

Alum House Suite 12, Wallisdown Road

Poole, Dorset, BH12 5AG

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WEALTH OF ADVICE LIMITED

Wealth of Advice

Wealth Management

0 employeesInc. 2011DurhamCH 07709624

wealthofadvice.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets75 / 100

Cash32 / 100

Headcount0 / 100

What does WEALTH OF ADVICE LIMITED do?

Provides independent financial planning and advisory services, including pension and retirement planning, investment management, and estate and tax planning. Supports clients with ongoing financial…

Who does WEALTH OF ADVICE LIMITED sell to?

Serves private individuals and families, especially people approaching or in retirement, who need ongoing financial planning around pensions, investments, estate and tax matters, and passing wealth…

Key contacts (2)

Matthew Alexander Pentti Sinclair

Director

Christopher Richard Breward

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

15 years ago

Since Jul 2011

Durham

Financial health

Financial Health

Stable

Stable · -68% CAGR over 4y

Location

Swale House Mandale Business Park, Belmont Industrial Estate

Durham, DH1 1TH

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Century Law Limited

Century Financial Planning

Wealth ManagementInsurance

6 employeesInc. 1999Windsor, BerkshireCH 03878887

centuryfp.co.uk

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Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount40 / 100

What does Century Law Limited do?

Provides independent financial advice and planning services to individuals, including investment portfolio management, retirement planning, estate planning, mortgage advice, and financial goal…

Who does Century Law Limited sell to?

Serves individuals and families seeking independent financial advice across life stages, including education funding, property purchases, retirement planning, estate planning and long-term wealth…

Key contacts (1)

Alan David Bird

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£133.6KEstimate

Founded

26 years ago

Since Nov 1999

Windsor, Berkshire

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 3y

Location

St Stephens House, Arthur Road

Windsor, Berkshire, SL4 1RU

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FUTURE DIRECTIONS FINANCIAL SERVICES LIMITED

Future Directions

Wealth Management

8 employeesInc. 2007Beckenham, KentCH 06116762

futuredirections.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets21 / 100

Cash35 / 100

Headcount40 / 100

What does FUTURE DIRECTIONS FINANCIAL SERVICES LIMITED do?

Provides financial advice to individuals and families, including pensions and retirement planning, savings and investments, mortgage and remortgage advice, and financial protection planning. Supports…

Who does FUTURE DIRECTIONS FINANCIAL SERVICES LIMITED sell to?

Sells to individual consumers and families seeking personal financial advice, including mortgages, remortgaging, pensions, savings, investments and protection planning, often supporting clients…

Key contacts (1)

Marc Domenyk Carter

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£404KEstimate

Founded

19 years ago

Since Feb 2007

Beckenham, Kent

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Location

93 Croydon Road

Beckenham, Kent, BR3 4AQ

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Orestone Wealth Management Limited

Orestone Wealth Management

Wealth Management

5 employeesInc. 2017Torquay, DevonCH 10705845

orestonewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount75 / 100

What does Orestone Wealth Management Limited do?

Provides financial planning and wealth management advice to individuals and businesses, including investment planning, retirement planning, and related financial advisory services delivered through…

Who does Orestone Wealth Management Limited sell to?

Serves private clients, families and business owners seeking financial advice across Torquay, Devon and the wider UK, including people planning investments, retirement, family wealth and corporate…

Key contacts (1)

Lee David Howard

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£320.7KEstimate

Founded

9 years ago

Since Apr 2017

Torquay, Devon

Financial health

Financial Health

Strong

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

GrowingHiring

Location

2 The Old Bank Chambers Fore Street, St Marychurch

Torquay, Devon, TQ1 4PR

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H C I FINANCIAL SERVICES LIMITED

HCI Chartered Financial Planners

Wealth Management

0 employeesInc. 2001Ewloe, Deeside, FlintshireCH 04188959

hcifs.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount0 / 100

What does H C I FINANCIAL SERVICES LIMITED do?

Provides independent financial planning and advisory services to individuals and businesses, including advice on savings and investments, pensions and retirement planning, insurance protection, tax…

Who does H C I FINANCIAL SERVICES LIMITED sell to?

Serves individuals, families, retirees and business owners, with some advice for companies, seeking independent financial planning and wealth advice.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£352KEstimate

Founded

25 years ago

Since Mar 2001

Ewloe, Deeside, Flintshire

Financial health

Financial Health

Healthy

Healthy · -59% CAGR over 4y

Location

Cambrian House Lakeside Business Village, St. David'S Park

Ewloe, Deeside, Flintshire, CH5 3XA

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HERITAGE FINANCIAL PLANNING LIMITED

Heritage Financial Planning

Wealth ManagementAsset ManagementInsurance

5 employeesInc. 2018Pulford, ChesterCH 11438462

theheritagegroup.ca

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Financial sub-scores

Computed from 5 filings

Cash55 / 100

What does HERITAGE FINANCIAL PLANNING LIMITED do?

Provides personal financial planning and advisory services, including cash flow management, debt reduction strategies, insurance and risk planning, investment portfolio management, retirement…

Who does HERITAGE FINANCIAL PLANNING LIMITED sell to?

Serves individuals and families, including homeowners, retirees, parents saving for education and people with severance or pensions, plus small business owners and employers with staff benefit or…

Key contacts (3)

Alex Norman-Jones

Director

George Middlehurst

Director

Nicholas Stopford Middlehurst

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£60.1KEstimate

Founded

8 years ago

Since Jun 2018

Pulford, Chester

Financial health

Financial Health

Stable

Location

Kinnerton House Bell Meadow Park, Cuckoos Nest

Pulford, Chester, CH4 9EP

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Marlborough

Asset ManagementWealth Management

13 employeesInc. 2016BournemouthCH 10290670

marlboroughgroup.com

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Financial sub-scores

Computed from 5 filings

Headcount15 / 100

What does Marlborough do?

Provides investment management services including multi‑asset and single‑strategy funds and managed portfolios. Offers investment solutions and fund services for individual investors, financial…

Who does Marlborough sell to?

Serves a mix of B2C and B2B customers: individual investors, financial advisers/intermediaries and institutional investors, with audience options for the UK, EU and rest of world.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£172.6KEstimate

Founded

10 years ago

Since Jul 2016

Bournemouth

Financial health

Financial Health

Distressed

Distressed · -6% CAGR over 5y

Financial distress

Location

Merchant Court, Milburn Road

Bournemouth, BH4 9HJ

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SEEFO CAP (I) LTD

Seefo Capital Management

Wealth ManagementAsset Management

1 employeesInc. 2023LondonCH 15273399

seefocapitalmanagement.com

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What does SEEFO CAP (I) LTD do?

Provides private wealth management and multi‑family office advisory services, including asset management, portfolio restructuring, structured finance, and financial strategy consulting. Advises on…

Who does SEEFO CAP (I) LTD sell to?

Serves high-net-worth individuals, families, family offices and institutions seeking private wealth, asset management and structured finance advisory, with capacity to support clients globally.

Key contacts (1)

Shami Thapar

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£689.3KEstimate

Founded

2 years ago

Since Nov 2023

London

Financial health

—

Financial Health

N/A

Location

128 City Road

London, EC1V 2NX

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ABS Financial Planning Limited

ABS Financial Planning

Wealth ManagementInsurance

5 employeesInc. 1991Southampton, HampshireCH 02658254

absfinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets61 / 100

Cash86 / 100

Headcount40 / 100

What does ABS Financial Planning Limited do?

Provides independent financial advice to private clients and small businesses, including investment management, retirement planning, inheritance tax planning, protection insurance, and corporate or…

Who does ABS Financial Planning Limited sell to?

Serves private clients and small businesses in the UK, including individuals seeking financial advice and employers with corporate or employee benefit needs.

Key contacts (3)

Piers Denzil Knight Clarkson

Director

Andrea Rosamund Sutcliffe

Director

Graham Shields

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£208.5KEstimate

Founded

34 years ago

Since Oct 1991

Southampton, Hampshire

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

184 Portswood Road

Southampton, Hampshire, SO17 2NJ

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Stroud Wealth Management (UK) Limited

Stroud Wealth Management

Wealth Management

6 employeesInc. 2010Ashford, KentCH 07289754

stroudwm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets58 / 100

Headcount40 / 100

What does Stroud Wealth Management (UK) Limited do?

Provides financial advisory services including pension and retirement planning, investment management, wealth management, inheritance tax planning, protection and cash management advice for…

Who does Stroud Wealth Management (UK) Limited sell to?

Serves individuals, families and business owners seeking personal or business pension, retirement, investment and wealth advice, including parents planning school fees, later-life clients and those…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£429.6KEstimate

Founded

16 years ago

Since Jun 2010

Ashford, Kent

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Oak Trees Business Park, The Courtyard

Ashford, Kent, TN24 0SQ

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Navigate Financial Ltd

Navigate Financial

Wealth Management

8 employeesInc. 2024BarnsleyCH 15471662

navigatefinancial.co.uk

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What does Navigate Financial Ltd do?

Provides financial planning and advisory services including savings and investment advice, retirement planning, tax and estate planning, protection products such as life and income insurance, and…

Who does Navigate Financial Ltd sell to?

Serves individuals, families, and business owners seeking financial advice, including clients planning savings, investments, retirement, tax, estate protection, and corporate arrangements.

Key contacts (6)

Simon Snowball

Director

Steven Andrew Totty

Director

Colin Glyn Chadburn

Director

Harry Andrew Totty

Director

Ryan Thomas Snowball

Director

Abigail Michelle Hinchliffe

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£281.9KEstimate

Founded

2 years ago

Since Feb 2024

Barnsley

Financial health

—

Financial Health

N/A

Location

Unit 10, Building 4 The Business Village, Innovation Way

Barnsley, S75 1JL

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DOT INVESTING LTD

DOT Investing

Asset ManagementPrivate EquityWealth Management

4 employeesInc. 2015LondonCH 09660037

dotinvesting.com

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Financial sub-scores

Computed from 3 filings

Cash0 / 100

Headcount40 / 100

What does DOT INVESTING LTD do?

Operates an online investment platform providing access to private market opportunities including private equity, venture capital, real estate and private credit funds. Also supports portfolio…

Who does DOT INVESTING LTD sell to?

Serves individual investors, family offices and wealth managers seeking access to private and alternative market investments, including private equity, private credit, fund-of-funds and co-investment…

Key contacts (1)

Kin San Lo

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£256.9K

Founded

11 years ago

Since Jun 2015

London

Financial health

Financial Health

Weak

Weak · 0% CAGR over 2y

Financial distressTechnical insolvency

Location

17 Hanover Square

London, W1S 1BN

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Axiom Wealth Management Ltd

Axiom Wealth Management

Wealth ManagementAsset Management

5 employeesInc. 1999NorthwoodCH 03770480

axiomwealthmgmt.com

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Financial sub-scores

Computed from 5 filings

Net assets94 / 100

Cash94 / 100

Headcount100 / 100

What does Axiom Wealth Management Ltd do?

Provides financial planning and investment management services to individuals and families. Advises on retirement planning, education funding, estate planning, and tax‑efficient income strategies,…

Who does Axiom Wealth Management Ltd sell to?

Serves individual and family investors seeking financial planning and investment management, particularly clients focused on retirement, education and estate planning, including multigenerational…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.4MEstimate

Founded

27 years ago

Since May 1999

Northwood

Financial health

Financial Health

Strong

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

GrowingHiring

Location

C/O Ashley Richmond Accountant Ltd, Joel Street

Northwood, HA6 1NW

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Wahed

Asset ManagementWealth ManagementFintech

0 employeesInc. 2017LondonCH 10955000

wahed.com

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash100 / 100

What does Wahed do?

Operates a digital investment platform offering Shariah‑compliant portfolios and financial products. Provides access to halal investments such as equities, sukuk and gold, retirement accounts, ETFs,…

Who does Wahed sell to?

Serves individual consumers, especially Muslim and values-led retail investors, seeking Shariah-compliant, riba-free savings, investing, retirement and real estate options across its listed markets.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£68.4KEstimate

Founded

8 years ago

Since Sep 2017

London

Financial health

Financial Health

Weak

Weak · -45% CAGR over 3y

Financial distressTechnical insolvency

Location

87-89 Baker Street

London, W1U 6RJ

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3D FINANCIAL PLANNING LTD

3D Financial Solutions

Wealth Management

8 employeesInc. 2012Reigate, SurreyCH 07970452

3dfinancialsolutions.com

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Financial sub-scores

Computed from 4 filings

Net assets62 / 100

Cash100 / 100

Headcount61 / 100

What does 3D FINANCIAL PLANNING LTD do?

Provides wealth management and financial planning services including cross-border planning, portfolio strategy, tax-efficient investment planning, insurance, retirement and estate planning advice for…

Who does 3D FINANCIAL PLANNING LTD sell to?

Serves affluent individuals, families and business owners with cross-border wealth, tax and investment needs, particularly clients with Canada-related financial considerations.

Key contacts (1)

Scott Paul Davis

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£618.5KEstimate

Founded

14 years ago

Since Feb 2012

Reigate, Surrey

Financial health

Financial Health

Healthy

Healthy · Hiring · 5% CAGR over 3y

Hiring

Location

Chart House 2, Effingham Road

Reigate, Surrey, RH2 7JN

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ARD Consultancy Limited

A.R.D. Consultancy

Wealth Management

9 employeesInc. 2007FalkirkCH SC334089

ardconsultancy.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets22 / 100

Headcount79 / 100

What does ARD Consultancy Limited do?

Provides independent financial advice on pensions, investments and protection products. Offers financial planning services for individuals, including retirement planning, investment guidance, and…

Who does ARD Consultancy Limited sell to?

Serves a mix of consumers and business owners, including individuals planning retirement, investors, families arranging protection, and professional introducers seeking financial advice support.

Key contacts (1)

Andrew Richard Dawkins

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£331.7KEstimate

Founded

18 years ago

Since Nov 2007

Falkirk

Financial health

Financial Health

Stable

Stable · Hiring · 6% CAGR over 4y

Hiring

Location

9 Melville Street

Falkirk, FK1 1HZ

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ALPH CAPITAL LIMITED

Alpha Capital

Asset ManagementWealth Management

0 employeesInc. 2016Kingston Upon Thames, SurreyCH 10293635

alphacapitalgroup.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount0 / 100

What does ALPH CAPITAL LIMITED do?

Provides investment advisory services and discretionary fund management, managing client investment portfolios on behalf of individuals or institutions and advising on asset allocation, securities…

Key contacts (2)

Amnon Barak

Director

Philippe Pierre Michelotti

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£749.1K

Founded

10 years ago

Since Jul 2016

Kingston Upon Thames, Surrey

Financial health

Financial Health

Healthy

Healthy · -73% CAGR over 4y

Location

1 Princeton Mews, 167-169 London Road

Kingston Upon Thames, Surrey, KT2 6PT

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Downing

Asset ManagementRenewable EnergyWealth Management

7 employeesInc. 2008LondonCH OC341575

downing.co.uk

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What does Downing do?

Provides investment management services and investment products including funds, bonds and estate planning solutions aimed at inheritance tax relief. Invests in renewable energy, infrastructure,…

Who does Downing sell to?

Serves individual investors, financial advisers and institutional investors in the UK, plus businesses seeking funding in renewable energy, infrastructure, property, healthcare, specialist education…

Key contacts (4)

Nicholas John Priest

Llp Member

Tony Sime

Llp Member

Konstantinos Manolis

Llp Member

Laurence Callcut

Llp Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£83.8KEstimate

Founded

17 years ago

Since Nov 2008

London

Location

10 Lower Thames Street

London, EC3R 6AF

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Brookwood Investments Limited

Brookwood Investment Group

Wealth Management

1 employeesInc. 2006Ipswich, SuffolkCH 05988552

brookwoodinvestmentgroup.com

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does Brookwood Investments Limited do?

Provides wealth management, financial planning, and investment advisory services to individuals and families. Also supports independent financial advisors with practice development resources,…

Who does Brookwood Investments Limited sell to?

Serves a mix of individual investors, families and professionals, plus independent financial advisors seeking practice support, tools and a fiduciary advisor community.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£479.9KEstimate

Founded

19 years ago

Since Nov 2006

Ipswich, Suffolk

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

Crane Court, 302 London Road

Ipswich, Suffolk, IP2 0AJ

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CLEAR CAPITAL MARKETS LTD

Clear Capital Markets

Investment BankingWealth Management

8 employeesInc. 2014LondonCH 09294557

clearcapitalmarkets.co.uk

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Financial sub-scores

Computed from 3 filings

Profitability100 / 100

Net assets74 / 100

Cash100 / 100

Headcount40 / 100

What does CLEAR CAPITAL MARKETS LTD do?

Provides stockbroking and telephone-based investment advisory services focused on small‑cap and alternative investments. Offers access to IPOs and secondary placings, and provides corporate broking…

Who does CLEAR CAPITAL MARKETS LTD sell to?

Serves experienced investors seeking access to small-cap stocks, IPOs and placings, plus UK growth companies looking to raise funds or list on LSE, AIM or Aquis.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£3.6M

Founded

11 years ago

Since Nov 2014

London

Financial health

Financial Health

Strong

Strong · Profitable, Growing · 0% CAGR over 2y

ProfitableGrowing

Location

6th Floor, Wilsons Corner, 23-25 Wilson Street

London, EC2M 2DD

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PBS Financial Solutions Ltd

PBS Financial

Wealth ManagementInsuranceRetail Banking

6 employeesInc. 2007Lancaster, LancashireCH 06278623

pbsfinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount100 / 100

What does PBS Financial Solutions Ltd do?

Provides independent financial advice including mortgage brokerage for first-time buyers, remortgaging and buy-to-let, along with guidance on pensions, investments and personal insurance such as life…

Who does PBS Financial Solutions Ltd sell to?

Serves consumers in Lancaster and Morecambe seeking financial advice, including first-time buyers, homemovers, remortgagers, buy-to-let investors, and individuals planning pensions, investments or…

Key contacts (1)

Paul Brett-Smith

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£293.2KEstimate

Founded

19 years ago

Since Jun 2007

Lancaster, Lancashire

Financial health

100

Financial Health

Strong

Strong · Hiring · 8% CAGR over 5y

Hiring

Location

9 King Street

Lancaster, Lancashire, LA1 1JN

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Grant Colson Financial Planning Ltd

Grant Colson Financial Planning

Wealth Management

5 employeesInc. 2014Swindon, WiltshireCH 08845933

grantcolson.co.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount40 / 100

What does Grant Colson Financial Planning Ltd do?

Provides financial planning and advisory services covering mortgages, pensions, investments, insurance protection and estate planning. Offers guidance to individuals and businesses on managing…

Who does Grant Colson Financial Planning Ltd sell to?

Serves UK consumers, families and private clients seeking financial planning, alongside large corporations needing advice on mortgages, pensions, investments, protection and estate planning.

Key contacts (1)

George William Grant Colson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£245.9KEstimate

Founded

12 years ago

Since Jan 2014

Swindon, Wiltshire

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 2y

Location

Delta 606 Welton Road, Delta Office Park

Swindon, Wiltshire, SN5 7XF

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Ramsay & White Ltd

Ramsay & White

Wealth ManagementReal Estate & Property

12 employeesInc. 2017Mountain ASH, MID GlamorganCH 11127743

ramsayandwhite.com

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Financial sub-scores

Computed from 3 filings

Net assets35 / 100

Cash63 / 100

Headcount17 / 100

What does Ramsay & White Ltd do?

Provides property finance brokerage including residential, buy-to-let and commercial mortgages, bridging and development finance. Also offers estate agency sales and lettings, investment property…

Who does Ramsay & White Ltd sell to?

Serves homeowners, buy-to-let landlords, property investors, developers, entrepreneurs and businesses, alongside professional partners and individuals planning mortgages, pensions, tax or estates.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£610.1KEstimate

Founded

8 years ago

Since Dec 2017

Mountain ASH, MID Glamorgan

Financial health

Financial Health

Weak

Weak · -13% CAGR over 2y

Location

49 Commercial Street

Mountain Ash, Mid Glamorgan, CF45 3PS

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ICONIQ PARTNERS (UK) LLP

Iconiq

Venture CapitalAsset ManagementWealth Management

Inc. 2022LondonCH OC441075

iconiqcapital.com

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Financial sub-scores

Computed from 3 filings

Profitability100 / 100

Net assets100 / 100

Cash100 / 100

What does ICONIQ PARTNERS (UK) LLP do?

Provides investment management and advisory services. Invests in venture, growth, and real asset opportunities, partnering with technology companies and entrepreneurs, and managing investment…

Who does ICONIQ PARTNERS (UK) LLP sell to?

Serves experienced institutional and professional investors, including clients managing wealth and legacies, alongside entrepreneurs and organizations within its investment and impact network.

Key contacts (2)

Seth Low Pierrepont

Llp Designated Member

Louis Thorne

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£8.3M

Founded

4 years ago

Since Feb 2022

London

Financial health

100

Financial Health

Strong

Strong · Profitable

Profitable

Location

127 Charing Cross Road, 5th Floor

London, WC2H 0EW

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Capital

Asset ManagementWealth ManagementVenture Capital

2 employeesInc. 1982LondonCH 01613098

capital-iom.com

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What does Capital do?

Provides investment platform services, discretionary asset management and corporate banking. Enables financial professionals, businesses and private investors to trade global assets, manage…

Who does Capital sell to?

Serves financial professionals, intermediaries, businesses, corporates, trusts and high net worth private investors, including advisers managing assets for their clients.

Key contacts (6)

Canise Arredondo

Director

Guy Michael Quixano Henriques

Director

Simon Anthony Steward

Director

Aaron Espin Rojo

Director

Michael Micha Cohen

Director

Andrew Hamish Forsyth

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£57.3KEstimate

Founded

44 years ago

Since Feb 1982

London

Location

1 Paddington Square

London, W2 1GL

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PRICE PEARSON LIMITED

Price Pearson

Accounting & AuditWealth Management

34 employeesInc. 1976SolihullCH 01288173

pricepearson.com

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Financial sub-scores

Computed from 5 filings

Net assets25 / 100

Cash0 / 100

Headcount29 / 100

What does PRICE PEARSON LIMITED do?

Provides accounting and audit services including annual accounts, management reporting, payroll and bookkeeping. Also offers tax advisory, VAT and R&D tax relief services, company secretarial…

Who does PRICE PEARSON LIMITED sell to?

Serves a mix of businesses and individuals across the Midlands, including start-ups, growing SMEs, employers, company directors, property buyers, and people seeking retirement, tax, estate or wealth…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.9MEstimate

Founded

49 years ago

Since Nov 1976

Solihull

Financial health

Financial Health

Distressed

Distressed · -3% CAGR over 4y

Financial distress

Location

Lumaneri House Blythe Gate, Shirley

Solihull, B90 8AH

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Petrus Advisers

Asset ManagementWealth Management

6 employeesInc. 2012LondonCH 08288908

petrusadvisers.com

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What does Petrus Advisers do?

Manages investment funds focused on European publicly listed companies. Conducts fundamental research and takes activist investment positions, engaging with company management and shareholders to…

Who does Petrus Advisers sell to?

Serves professional and institutional investors seeking European activist and value-oriented fund strategies, including UCITS fund investors across multiple share classes.

Key contacts (2)

Suraj Dipak Premchand Shah

Director

Klaus Umek

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£102.9KEstimate

Founded

13 years ago

Since Nov 2012

London

Location

Eighth Floor 6 New Street Square, New Fetter Lane

London, EC4A 3AQ

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Covale

Asset ManagementInvestment BankingWealth Management

1 employeesInc. 2023LondonCH OC445334

covale.com

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What does Covale do?

Provides alternative asset management services focused on Swiss and European equities, managing investment strategies and funds including a UCITS Swiss equities fund for professional and…

Who does Covale sell to?

Serves professional and institutional investors seeking exposure to Swiss and European equity strategies through UCITS and related investment products. Excludes retail investors.

Key contacts (2)

Shane Anthony Jackson

Llp Designated Member

David Hugh Tovey

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£62.5KEstimate

Founded

3 years ago

Since Jan 2023

London

Location

27 Old Gloucester Street

London, WC1N 3AX

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SWLaw Solicitors Limited

SW Law & Finance

Legal ServicesWealth Management

6 employeesInc. 2011Ivybridge, DevonCH 07505634

swlaw.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Headcount70 / 100

What does SWLaw Solicitors Limited do?

Provides legal and financial advisory services including property conveyancing, wills, trusts and estates, disputes, commercial and charity law, and farming matters. Also offers financial planning…

Who does SWLaw Solicitors Limited sell to?

Serves individuals, families, business owners, charities and farming clients in South Hams, South Devon, West Devon and Dartmoor, including those planning property moves, succession, retirement or…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£357.7KEstimate

Founded

15 years ago

Since Jan 2011

Ivybridge, Devon

Financial health

Financial Health

Weak

Weak · Hiring · 5% CAGR over 4y

Hiring

Location

Kingsley Close, Lee Mill Industrial Estate

Ivybridge, Devon, PL21 9GD

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Buy this list of 88 companies

The complete list in one Excel/CSV file — company details, websites and key data. Yours to download and use.

42 more companies and their verified directors are in the file

You’re seeing the top 46. Buy the list to get all 88 with directors, websites and financials.

How Webflow 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.

Webflow 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 Squarespace in the UK Wealth Management Companies Using Concrete CMS 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 Webflow 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 Webflow?

54 actively-trading UK wealth management companies run Webflow, 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 Webflow?

Webflow accounts for 3% of UK wealth management companies with a detectable CMS (54 of 1,799), behind Squarespace (4.5%) and Concrete CMS (3.6%).

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

What size wealth management companies use Webflow in the UK?

The median Webflow-running wealth management company employs 6 people and reports roughly £421k in UK turnover. 2 of the cohort report turnover above £5M.

What do Webflow-running wealth management companies also run?

85.2% of Webflow-running UK wealth management companies also run Cloudflare, 44.4% run Google Analytics, 42.6% run Google Tag Manager, 33.3% run reCAPTCHA. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 125 verified directors — names and roles — across these 54 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 88 companies as a spreadsheet.

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