Wealth Management Companies Using Wix in the UK: 111 Active Firms (2026)

Updated June 2026

Wealth management firms using site-builder technology provide investment planning and client advisory services through UK public websites.

For wealth managers, a hosted site-builder usually sits between marketing, compliance and client service rather than product engineering. It supports adviser biographies, investment-planning pages, event registration, document downloads, FAQs and lightweight enquiry or booking journeys. Running this stack tends to signal a firm with a lean marketing function, limited appetite for bespoke web engineering, and a need to publish regulated service content without waiting on an external development queue. The buyer is usually an owner-managed advisory practice, a regional financial-planning group, or a small institution-facing manager using the website for credibility, education and direct lead capture rather than high-volume digital servicing.

UK adoption is narrow but visible: 111 actively trading wealth management firms run this hosted site-builder stack. Across 1,798 sector websites with an identified CMS, it accounts for 6.2% of usage, second in the category ranking behind the higher-share open-source option. The registered-region skew is weighted towards the South East at 19.8% and London at 18.9%, followed by Yorkshire and The Humber at 14.4%, the South West at 11.7% and the North West at 9.9%. Reported headcount across the cohort totals 1,010, pointing to a market made up mainly of adviser-led firms rather than large institutional platforms.

Wealth management websites sit close to regulated advice, even when the site itself is primarily informational. Hosted templates make publication easier, but they also create a practical control problem: service pages, adviser profiles, downloadable guides and event copy need review trails, financial-promotion sign-off, clear risk language and routine checks after proposition changes. Privacy handling matters where forms, booking journeys or calculator outputs collect personal details before a client relationship exists. Procurement is usually less about deep systems integration and more about whether compliance staff can supervise page changes, retain versions and keep client-facing content consistent across local offices.

Adoption appears likely to remain concentrated among smaller advice-led practices and regional managers that value speed of content updates over bespoke design control. As client onboarding, suitability capture and portfolio reporting move further into specialist systems, the public website tends to become a trust and education layer rather than the operational core. Some firms may migrate as brand control, content governance or integrations become harder to manage on a template-led stack. Others will keep it because the sales motion is local, relationship-led and dependent on clear explanations of services rather than high-traffic digital acquisition.

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 Wix rises with company size across the trading UK wealth management companies in this cohort. 1.8% of the 5,347 companies with under 10 employees run Wix (94 detected). 4% of the 453 companies with 10–50 employees run Wix (18 detected). 3.6% of the 28 companies with over 50 employees run Wix (1 detected). That is a 1.8% gap between the over 50 employees and under 10 employees bands.

111

Active firms

2026

6.2%

Of detected CMS share

UK wealth management

Median headcount

Filed accounts

215

Verified directors

Across this cohort

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Key facts

About 1% of the trading cohort reports turnover above £5M (1 of 111 firms) — the rest sits below that revenue band.

7% of the cohort was incorporated since 2022 (8 firms), so a sizeable share is in its first few filing cycles.

Within wealth management firms with a detectable CMS, this site-builder system has 6.2% detected share (111 of 1,798), behind the largest detected CMS at 69.7% (1,253).

Registered offices skew towards the South East and London, at 19.8% (22) and 18.9% (21) of the cohort respectively, ahead of Yorkshire and The Humber at 14.4% (16).

Overlap with adjacent financial-services tags is visible: 22.5% (25) of the cohort also carry insurance tags and 20.7% (23) carry asset-management tags.

Detected add-ons are concentrated in a small group: the most common add-on appears on 17.1% (19) of sites, followed by the next at 8.1% (9).

Stable is the largest financial-health band at 27.0% (30), while weak and distressed bands account for 11.7% (13) and 9.0% (10) respectively.

CMS market share among UK Wealth Management

Wix

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 Wix-running Wealth Management run?

Located

Share of the 111 Wix-running UK companies where each technology was also detected. As of June 2026.

Where Wix Wealth Management are, and how healthy they look

By region

South East

London

Yorkshire and The Humber

South West

North West

Rest of UK

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

By financial health

Strong

Healthy

Stable

Weak

Distressed

Insufficient history

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

Median headcount

£296.9K

Median UK turnover

0.9%

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 203 companies, alongside financials and websites, in one CSV file.

Top UK Wealth Management using Wix

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

CLARITY ADVICE & MANAGEMENT LTD

ClarityAM

Asset ManagementWealth Management

5 employeesInc. 2016Tonbridge, KentCH 10058780

clarityam.com

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Financial sub-scores

Computed from 5 filings

Cash92 / 100

Headcount100 / 100

What does CLARITY ADVICE & MANAGEMENT LTD do?

Provides investment advice and portfolio management services for individuals, including pensions and ISAs. Offers portfolio comparison reports and tools to assess past investment performance and…

Who does CLARITY ADVICE & MANAGEMENT LTD sell to?

Serves individual retail investors and families with pensions, cash ISAs or existing investment portfolios who want to compare providers, reduce fees or improve investment outcomes.

Key contacts (2)

Thomas Douglas Tremayne Waring

Director

Gariesh Kumar Sharma

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£20.4K

Founded

10 years ago

Since Mar 2016

Tonbridge, Kent

Financial health

Financial Health

Strong

Strong · Hiring · 14% CAGR over 4y

Hiring

Location

North House, 198 High Street

Tonbridge, Kent, TN9 1BE

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The Wealth Group Limited

The Wealth

Wealth Management

12 employeesInc. 2004Evesham, WorcestershireCH 05073082

wealth-group.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets72 / 100

Cash60 / 100

Headcount32 / 100

What does The Wealth Group Limited do?

Provides independent financial advisory services including investment management, retirement planning, tax and estate planning, will preparation, probate and estate administration, protection…

Who does The Wealth Group Limited sell to?

Targets high-net-worth individuals and small to medium-sized businesses, particularly business owners, partners and shareholders with personal wealth, pension, succession and protection needs.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£496.1KEstimate

Founded

22 years ago

Since Mar 2004

Evesham, Worcestershire

Financial health

Financial Health

Stable

Stable · -2% CAGR over 4y

Location

15 Queens Road

Evesham, Worcestershire, WR11 4JN

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N2 ASSET MANAGEMENT LIMITED

N2 Asset Management

Wealth ManagementAsset Management

5 employeesInc. 2018Cobham, SurreyCH 11709460

n2-am.com

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Financial sub-scores

Computed from 5 filings

Cash97 / 100

Headcount75 / 100

What does N2 ASSET MANAGEMENT LIMITED do?

Provides independent financial planning and wealth management services for individuals, including pension and retirement planning, investment advice, and long‑term financial planning, helping clients…

Who does N2 ASSET MANAGEMENT LIMITED sell to?

Serves private clients and families, particularly long-term investors seeking regulated advice on wealth, pensions, retirement planning and school-fee funding.

Key contacts (3)

Eugen Neagu

Director

Diane Lesley Barrett

Director

Alexander David Norwood

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£293.1KEstimate

Founded

7 years ago

Since Dec 2018

Cobham, Surrey

Financial health

Financial Health

Strong

Strong · Hiring · 6% CAGR over 4y

Hiring

Location

The Old Mill Downside Mill, Mill Yard, Cobham Park Road

Cobham, Surrey, KT11 3NE

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HOLCOMBE WEALTH MANAGEMENT LIMITED

Holcombe Financial Services

Wealth Management

6 employeesInc. 2012BuryCH 08008671

holcombefinancialservices.co.uk

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Financial sub-scores

Computed from 5 filings

Cash48 / 100

Headcount40 / 100

What does HOLCOMBE WEALTH MANAGEMENT LIMITED do?

Provides independent financial planning and wealth management advice to individuals and business owners. Services include retirement planning, cashflow modelling, tax‑efficient financial planning,…

Who does HOLCOMBE WEALTH MANAGEMENT LIMITED sell to?

Serves UK individuals with accumulated wealth, especially those approaching or in retirement, alongside business owners who need support across personal finances, corporate planning, staff benefits…

Key contacts (2)

David Michael Bostock

Director

Jeremy David Bostock

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£512.7KEstimate

Founded

14 years ago

Since Mar 2012

Bury

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

9-11 Peel Brow, Ramsbottom

Bury, BL0 0AA

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Star House Financial Services Limited

Star House Financial Services

Wealth Management

14 employeesInc. 2005SherborneCH 05351519

star-house.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets49 / 100

Cash76 / 100

Headcount52 / 100

What does Star House Financial Services Limited do?

Provides independent financial planning and advisory services, including investment advice, pension and retirement planning, life assurance and protection, tax planning, and later‑life, estate and…

Who does Star House Financial Services Limited sell to?

Serves UK resident private clients seeking independent financial advice, including individuals planning investments, pensions, retirement, protection, tax, later life and estate matters.

Key contacts (2)

Amy Olivia Woolcott

Director

Damian Andre Watkins

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£558.4KEstimate

Founded

21 years ago

Since Feb 2005

Sherborne

Financial health

Financial Health

Stable

Stable · 3% CAGR over 3y

Location

Oak Apple House North Street, Milborne Port

Sherborne, DT9 5EW

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Octagon Consultancy Limited

Octagon Consultancy

Wealth Management

13 employeesInc. 2011BristolCH 07787430

octagonconsultancy.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets85 / 100

Cash35 / 100

Headcount27 / 100

What does Octagon Consultancy Limited do?

Provides financial planning and advisory services for individuals and business owners, including retirement planning, pension review, investment portfolio construction, tax‑efficient wealth planning,…

Who does Octagon Consultancy Limited sell to?

Serves private individuals, families and business owners seeking personal financial planning, particularly around retirement, pensions, investments, supporting children, inheritance and business-exit…

Key contacts (2)

Luke Ambrose Brown

Director

Richard Ian Stoakley Adams

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.1MEstimate

Founded

14 years ago

Since Sep 2011

Bristol

Financial health

Financial Health

Stable

Stable · -5% CAGR over 3y

Location

Woodlands Grange Woodlands Lane, Bradley Stoke

Bristol, BS32 4JY

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BLUE RIVER WEALTH MANAGEMENT LIMITED

Blue River Wealth Management

Wealth Management

0 employeesInc. 2008Wilmslow, CheshireCH 06658888

blueriverwealth.com

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Cash67 / 100

Headcount0 / 100

What does BLUE RIVER WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management services for business owners, professionals and executives. Advises on investment planning, retirement planning, cashflow planning and long‑term…

Who does BLUE RIVER WEALTH MANAGEMENT LIMITED sell to?

Serves business owners, professionals and senior executives seeking personal financial planning, retirement planning and wealth guidance for themselves and their families.

Key contacts (1)

Sharon Ann Dobson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£623.5KEstimate

Founded

17 years ago

Since Jul 2008

Wilmslow, Cheshire

Financial health

Financial Health

Weak

Weak · -67% CAGR over 4y

Location

Enterprise House, 97 Alderley Road

Wilmslow, Cheshire, SK9 1PT

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DARNELLS WEALTH MANAGEMENT LIMITED

Darnells Wealth Management

Wealth Management

4 employeesInc. 2007ST. Austell, CornwallCH 06092835

darnellswm.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets0 / 100

Cash39 / 100

Headcount40 / 100

What does DARNELLS WEALTH MANAGEMENT LIMITED do?

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

Who does DARNELLS WEALTH MANAGEMENT LIMITED sell to?

Serves UK-based individuals, families, business owners, directors and partners seeking financial planning, investment, pension, retirement, protection and inheritance tax advice.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£454.1KEstimate

Founded

19 years ago

Since Feb 2007

ST. Austell, Cornwall

Financial health

Financial Health

Weak

Weak · 0% CAGR over 3y

Location

St Denys House, 22 East Hill

St. Austell, Cornwall, PL25 4TR

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Douglas Steers & Company Limited

Douglas Steers

Wealth ManagementInsurance

50 employeesInc. 2001Manningtree, EssexCH 04148619

douglassteers.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets35 / 100

Cash100 / 100

Headcount100 / 100

What does Douglas Steers & Company Limited do?

Provides independent financial advice and private wealth management services, including investment management, collective investment advice, retirement planning, protection planning, and access to…

Who does Douglas Steers & Company Limited sell to?

Serves private clients, individuals and families with personal wealth, investment, retirement and protection needs, rather than businesses or public-sector organisations.

Key contacts (2)

Henry David Steers

Director

Toby George Steers

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.1MEstimate

Founded

25 years ago

Since Jan 2001

Manningtree, Essex

Financial health

Financial Health

Healthy

Healthy · Hiring · 46% CAGR over 4y

Hiring

Location

Old Firestation The Quayside Maltings, High Street, Mistley

Manningtree, Essex, CO11 1AR

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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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The Robertsons & Crawford Organization Limited

Robertsons & Crawford Ltd

Wealth Management

6 employeesInc. 2016WokinghamCH 10475943

robertsonsandcrawford.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets56 / 100

Cash100 / 100

Headcount70 / 100

What does The Robertsons & Crawford Organization Limited do?

Provides independent financial advice to individuals covering pensions, investments, equity release, inheritance tax planning and protection. Manages client investment portfolios and offers financial…

Who does The Robertsons & Crawford Organization Limited sell to?

Sells to individual consumers seeking independent financial advice, particularly around pensions, investments, inheritance tax planning, equity release and protection, serving clients in Reading and…

Key contacts (2)

Julie Heather Spendley

Director

Robert Steven Spendley

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£298KEstimate

Founded

9 years ago

Since Nov 2016

Wokingham

Financial health

Financial Health

Healthy

Healthy · Hiring · 10% CAGR over 2y

Hiring

Location

First Floor, 3-4 Market Place

Wokingham, RG40 1AL

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MAGENTA FINANCIAL PLANNING LIMITED

Magenta Financial Planning

Wealth Management

8 employeesInc. 2016Bridgend, South WalesCH 10055304

magentafp.com

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Financial sub-scores

Computed from 5 filings

Net assets69 / 100

Cash72 / 100

Headcount83 / 100

What does MAGENTA FINANCIAL PLANNING LIMITED do?

Provides personal financial planning and advice, including retirement planning, pensions and investment guidance, cashflow forecasting, life and health insurance advice, and inheritance tax and…

Who does MAGENTA FINANCIAL PLANNING LIMITED sell to?

Serves private individuals and families seeking personal financial guidance, especially those facing retirement, inheritance, divorce, bereavement, career changes, or other life milestones.

Key contacts (2)

Allyson Dawn Hopkins

Director

Gretchen Mary Betts

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£651.4KEstimate

Founded

10 years ago

Since Mar 2016

Bridgend, South Wales

Financial health

Financial Health

Healthy

Healthy · Hiring · 6% CAGR over 5y

Hiring

Location

Suite 1 Nolton Court, Nolton Street

Bridgend, South Wales, CF31 1BX

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Protect and Invest Limited

Protect and Invest

Wealth Management

5 employeesInc. 2005Newbury, BerkshireCH 05441658

protect-invest.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash55 / 100

Headcount23 / 100

What does Protect and Invest Limited do?

Provides independent financial planning and advisory services to individuals, including retirement planning, pension consolidation, investment planning, protection insurance advice, and ongoing…

Who does Protect and Invest Limited sell to?

Serves individual clients and families in Berkshire, Hampshire, the Thames Valley and London seeking independent financial planning around retirement, pensions, protection and long-term lifestyle…

Key contacts (2)

Matthew Leslie Nelson

Director

Melvin Stephen Czapalski

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£414.1KEstimate

Founded

21 years ago

Since May 2005

Newbury, Berkshire

Financial health

Financial Health

Healthy

Healthy · -4% CAGR over 4y

Location

3 Mill Court, Mill Lane

Newbury, Berkshire, RG14 5RE

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Oculus Wealth Management (Newbury) Limited

Oculus Wealth Management (newbury)

Wealth ManagementInsuranceAsset Management

6 employeesInc. 2020NewburyCH 12871875

oculuswealth.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets34 / 100

Headcount70 / 100

What does Oculus Wealth Management (Newbury) Limited do?

Provides independent financial advice and planning services including investment portfolio advice, pension and retirement planning, tax‑efficient strategies, and estate planning. Advisers assess…

Who does Oculus Wealth Management (Newbury) Limited sell to?

Serves individuals, business owners and company directors seeking independent financial advice, including investment, pensions, tax efficiency and estate planning support through advisers across the…

Key contacts (1)

Deane Richard Anderson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£197KEstimate

Founded

5 years ago

Since Sep 2020

Newbury

Financial health

Financial Health

Stable

Stable · Hiring · 6% CAGR over 3y

Hiring

Location

7 Lower Woodspeen Court, Lambourn Road

Newbury, RG20 8BL

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MAG SERVICES LTD

MAG Financial Services

Wealth ManagementInsurance

2 employeesInc. 2018LichfieldCH 11457463

magfinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets72 / 100

Headcount40 / 100

What does MAG SERVICES LTD do?

Provides personal financial planning and advice focusing on retirement planning for individuals approaching retirement and higher earners. Services include pension planning, investment planning,…

Who does MAG SERVICES LTD sell to?

Serves private individuals, especially people approaching retirement and high earners seeking clarity on retirement affordability, later-life finances, wealth transfer and investment decisions.

Key contacts (1)

Gili Aurelian Moldoveanu

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£83.1KEstimate

Founded

8 years ago

Since Jul 2018

Lichfield

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

13 Norwich Close, Norwich Close

Lichfield, WS13 7SJ

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The Family Office London Limited

The Family Office

Wealth Management

3 employeesInc. 2011LondonCH 07599185

thefamilyoffice.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets11 / 100

Cash100 / 100

Headcount100 / 100

What does The Family Office London Limited do?

Provides independent financial planning and family office services for high‑net‑worth families, including investment strategy, pension planning, insurance and mortgage advice, tax and trust planning,…

Who does The Family Office London Limited sell to?

Serves high-net-worth individuals and affluent families, including multi-generational British family groups seeking a single adviser to coordinate personal, family and business financial affairs.

Key contacts (1)

Sebastian Lyle

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£866.1KEstimate

Founded

15 years ago

Since Apr 2011

London

Financial health

Financial Health

Stable

Stable · Hiring · 11% CAGR over 4y

Hiring

Location

Senator House, 85 Queen Victoria Street

London, EC4V 4DP

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NB WEALTH MANAGEMENT LTD

NB Wealth

Wealth Management

7 employeesInc. 2012Andover, HampshireCH 08172111

nbwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash0 / 100

Headcount40 / 100

What does NB WEALTH MANAGEMENT LTD do?

Provides personal financial planning and wealth management services, including retirement planning, savings strategies, sustainable retirement income planning, inheritance tax planning, and cashflow…

Who does NB WEALTH MANAGEMENT LTD sell to?

Serves private individuals and families seeking personal financial planning, especially those preparing for or in retirement who need income, savings and inheritance tax planning.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£461.3KEstimate

Founded

13 years ago

Since Aug 2012

Andover, Hampshire

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Bec House, Monxton

Andover, Hampshire, SP11 8AH

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FARSIGHT WEALTH LIMITED

Farsight Wealth

Wealth Management

4 employeesInc. 2021RochdaleCH 13685291

farsightwealth.co.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount20 / 100

What does FARSIGHT WEALTH LIMITED do?

Provides independent financial advice and planning services, including pensions, investment planning, retirement income strategies, and protection and insurance. Guides clients through personalised…

Who does FARSIGHT WEALTH LIMITED sell to?

Serves individual consumers and families in Rochdale and the North West seeking personal financial planning support for pensions, investments, retirement income, and protection needs.

Key contacts (1)

Dominic Gareth Bowers

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£207.2KEstimate

Founded

4 years ago

Since Oct 2021

Rochdale

Financial health

Financial Health

Healthy

Healthy · -11% CAGR over 2y

Location

329 Oldham Road, Rochdale

Rochdale, OL16 5JG

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BELVEDERE WEALTH MANAGEMENT LTD.

Belvedere Wealth Management

Wealth Management

2 employeesInc. 2017LondonCH 10975976

belvederewm.com

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Headcount100 / 100

What does BELVEDERE WEALTH MANAGEMENT LTD. do?

Provides independent financial advisory and planning services, including investment advice, retirement and pension planning, tax‑efficient strategies, and estate planning. Advises individuals on…

Who does BELVEDERE WEALTH MANAGEMENT LTD. sell to?

Serves private clients across the UK, including professionals and individuals planning for retirement, wealth growth, tax efficiency, estate transfer or major life changes.

Key contacts (1)

Jerran David Lamont Whyte

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£87.7KEstimate

Founded

8 years ago

Since Sep 2017

London

Financial health

Financial Health

Healthy

Healthy · Hiring · 18% CAGR over 4y

Hiring

Location

77 Marsh Wall, Canary Wharf

London, E14 9SH

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Reeves Independent

Wealth ManagementAsset Management

1 employeesInc. 2019Newcastle Upon Tyne, Tyne and WearCH 11751772

reevesifa.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount0 / 100

What does Reeves Independent do?

Provides independent financial advice including pension advice, retirement planning, investment management and tax planning. Implements and manages client investment strategies and advises…

Who does Reeves Independent sell to?

Serves UK individuals and households planning retirement or managing pensions and investments, including prospective and ongoing clients seeking independent financial advice.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

7 years ago

Since Jan 2019

Newcastle Upon Tyne, Tyne and Wear

Financial health

Financial Health

Stable

Stable · -66% CAGR over 4y

Location

Map of Newcastle Upon Tyne, Tyne and Wear

Park View House Front Street, Benton

Newcastle Upon Tyne, Tyne And Wear, NE7 7TZ

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Oculus Wealth Management (Leicestershire) Limited

Oculus Wealth Management (leicestershire)

Wealth Management

1 employeesInc. 2019HarrogateCH 12033432

oculuswealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does Oculus Wealth Management (Leicestershire) Limited do?

Provides independent financial advice and planning services, including investment portfolio advice, pension and retirement planning, tax‑efficient financial structuring, and estate planning. Advisers…

Who does Oculus Wealth Management (Leicestershire) Limited sell to?

Serves private clients, families, business owners and company directors across the UK seeking independent financial advice for personal and corporate financial needs.

Key contacts (1)

Phillip Ashley Wood

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£309.5KEstimate

Founded

7 years ago

Since Jun 2019

Harrogate

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

2 Grove Park Court

Harrogate, HG1 4DP

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ARENA INVESTMENT MANAGEMENT LIMITED

Arena Investment Management

Wealth ManagementAsset Management

11 employeesInc. 1960Preston, LancashireCH 00666518

ainv.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets58 / 100

Cash93 / 100

Headcount88 / 100

What does ARENA INVESTMENT MANAGEMENT LIMITED do?

Provides financial planning and wealth management services, including investment management, pension advice, tax planning and cashflow modelling. Advises clients on protecting assets, planning…

Who does ARENA INVESTMENT MANAGEMENT LIMITED sell to?

Serves individual clients and families seeking personal financial planning, especially those looking to invest for the future, plan pensions, protect family finances, manage tax efficiently, and…

Key contacts (2)

Ian James Connor

Director

Stephen James Penrose

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£761.8KEstimate

Founded

65 years ago

Since Aug 1960

Preston, Lancashire

Financial health

Financial Health

Healthy

Healthy · Hiring · 37% CAGR over 1y

Hiring

Location

71 Liverpool Old Road, Walmer Bridge

Preston, Lancashire, PR4 5QE

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PARAGON INVESTMENT MANAGEMENT LIMITED

Paragon Investment Management

Wealth ManagementAsset Management

0 employeesInc. 2005TwickenhamCH 05370535

paragoninvest.com

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Financial sub-scores

Computed from 5 filings

Net assets85 / 100

Cash100 / 100

Headcount0 / 100

What does PARAGON INVESTMENT MANAGEMENT LIMITED do?

Provides independent financial advice and wealth management services for individuals and families, including investment portfolio management, retirement planning, estate and inheritance tax planning,…

Who does PARAGON INVESTMENT MANAGEMENT LIMITED sell to?

Serves private individuals and families seeking independent financial advice, typically introduced through friends, family or professional connections.

Key contacts (1)

Graham Leigh Smith

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£457.3KEstimate

Founded

21 years ago

Since Feb 2005

Twickenham

Financial health

Financial Health

Healthy

Healthy · -71% CAGR over 4y

Location

3 St. Georges Road

Twickenham, TW1 1QS

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CHETWOOD WEALTH MANAGEMENT LTD

Chetwood Wealth Management

Wealth Management

33 employeesInc. 2000ST. Austell, CornwallCH 04021559

chetwoodwm.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets10 / 100

Cash40 / 100

Headcount32 / 100

What does CHETWOOD WEALTH MANAGEMENT LTD do?

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

Who does CHETWOOD WEALTH MANAGEMENT LTD sell to?

Serves private individuals and business clients seeking independent financial advice, including people managing investments, retirement planning, and changing financial circumstances.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£3.1MEstimate

Founded

26 years ago

Since Jun 2000

ST. Austell, Cornwall

Financial health

Financial Health

Weak

Weak · -3% CAGR over 3y

Location

St Denys House, 22 East Hill

St. Austell, Cornwall, PL25 4TR

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Summit Asset Management

Asset ManagementWealth Management

5 employeesInc. 1992London, - Choose a State/province -CH 02692408

summitassetmgt.com

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What does Summit Asset Management do?

Provides investment and wealth management services for high‑net‑worth individuals, families and institutions. Offers portfolio management, strategic asset allocation, risk analysis, manager selection…

Who does Summit Asset Management sell to?

Serves high-net-worth individuals and families, captive insurance clients, and institutions seeking tailored investment management and outsourced investment office support.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£65.1KEstimate

Founded

34 years ago

Since Mar 1992

London, - Choose a State/province -

Location

5 Cloisters House, 8 Battersea Park Road

London, - Choose A State/Province -, SW8 4BG

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Trent River Capital Limited

Trent River Capital

Wealth ManagementAsset Management

5 employeesInc. 2009Stoke-on-Trent, StaffordshireCH 07073799

trentriver.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets18 / 100

Cash20 / 100

Headcount40 / 100

What does Trent River Capital Limited do?

Provides financial advisory services including retirement and pension planning, investment advice, protection products, inheritance tax and trust planning, and broader financial planning and money…

Who does Trent River Capital Limited sell to?

Serves UK residents, particularly individuals and families in Stoke-on-Trent, Newcastle-under-Lyme and Leek, seeking personal financial advice on retirement, pensions, investments, protection, trusts…

Key contacts (1)

Roderick Hopkins

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£152.7KEstimate

Founded

16 years ago

Since Nov 2009

Stoke-on-Trent, Staffordshire

Financial health

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

Suite G9 Federation House, Station Road

Stoke-On-Trent, Staffordshire, ST4 2SA

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Walker Wealth Management Limited

Walker Wealth Management

Wealth Management

9 employeesInc. 2015Poole, DorsetCH 09746973

walkerwealthmgmt.com

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Financial sub-scores

Computed from 5 filings

Net assets87 / 100

Cash100 / 100

Headcount100 / 100

What does Walker Wealth Management Limited do?

Provides wealth management and financial planning services including investment advice, portfolio construction, and retirement and savings planning. Develops personalised financial plans and…

Who does Walker Wealth Management Limited sell to?

Serves private individuals and families with personal wealth to manage, including investors navigating major life changes and seeking ongoing one-to-one financial guidance.

Key contacts (1)

Lee Stanley Walker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£521.6KEstimate

Founded

10 years ago

Since Aug 2015

Poole, Dorset

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 22% CAGR over 4y

GrowingHiring

Location

Unit 2, Freeland Park Wareham Road, Lytchett Matravers

Poole, Dorset, BH16 6FH

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MATRIX CAPITAL LIMITED

Matrix Capital

Wealth Management

8 employeesInc. 2004Shrewsbury, ShropshireCH 05278782

matrixcapital.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets73 / 100

Cash31 / 100

Headcount61 / 100

What does MATRIX CAPITAL LIMITED do?

Provides financial planning and advisory services to individuals and business owners, including retirement planning, investment and savings advice, estate and later-life planning, and guidance on…

Who does MATRIX CAPITAL LIMITED sell to?

Serves UK individuals, families and business owners seeking financial planning support, including people approaching retirement, managing sudden wealth, vulnerable circumstances, legacy planning or…

Key contacts (2)

Andrew Ralph Mason

Director

Robin Edwin Melley

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£247.4KEstimate

Founded

21 years ago

Since Nov 2004

Shrewsbury, Shropshire

Financial health

Financial Health

Stable

Stable · Hiring · 5% CAGR over 3y

Hiring

Location

Unit 13, The Hay Yard Shrewsbury Business Park, Anchorage Avenue

Shrewsbury, Shropshire, SY2 6NH

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OAKMERE WEALTH MANAGEMENT LTD

Oakmere Wealth

Wealth Management

9 employeesInc. 2011Northwich, CheshireCH 07874835

oakmerewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets59 / 100

Cash100 / 100

Headcount79 / 100

What does OAKMERE WEALTH MANAGEMENT LTD do?

Provides financial planning and advisory services for individuals and business owners, including pensions and investments, protection planning, mortgages, corporate financial planning,…

Who does OAKMERE WEALTH MANAGEMENT LTD sell to?

Serves individuals and female business owners seeking financial planning, including those with uncertain finances, retirement questions, business exit planning needs, and intergenerational wealth…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

14 years ago

Since Dec 2011

Northwich, Cheshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 6% CAGR over 4y

Hiring

Location

Alexander Probin Suite 5, 125-129 Witton Street

Northwich, Cheshire, CW9 5DY

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Riverpeak Wealth Limited

Riverpeak Wealth

Wealth ManagementAsset Management

14 employeesInc. 2013Haywards Heath, West SussexCH 08580407

riverpeakwealth.com

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Financial sub-scores

Computed from 5 filings

Net assets80 / 100

Cash74 / 100

Headcount90 / 100

What does Riverpeak Wealth Limited do?

Provides independent financial advice, investment advice and financial planning services. Supports clients with wealth management, portfolio strategy, and ongoing monitoring of investments as part of…

Who does Riverpeak Wealth Limited sell to?

Serves private clients, including individuals and families with long-term wealth management needs, seeking personalised financial planning and investment advice with ongoing portfolio oversight.

Key contacts (1)

James Oliver Powell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£144.1KEstimate

Founded

13 years ago

Since Jun 2013

Haywards Heath, West Sussex

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 9% CAGR over 4y

GrowingHiring

Location

Kingfisher House Hurstwood Grange, Hurstwood Lane

Haywards Heath, West Sussex, RH17 7QX

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CHETWOOD PRIVATE WEALTH LIMITED

Chetwood Private Wealth

Wealth Management

5 employeesInc. 2018ST. Austell, CornwallCH 11597443

chetwoodpw.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets18 / 100

Cash100 / 100

Headcount40 / 100

What does CHETWOOD PRIVATE WEALTH LIMITED do?

Provides independent wealth management and fee-based financial advice to high-net-worth individuals and families, including investment planning, portfolio management and long-term financial planning…

Who does CHETWOOD PRIVATE WEALTH LIMITED sell to?

Serves private high-net-worth individuals and families seeking long-term, fee-based wealth management relationships, including clients needing holistic financial advice across generations.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£314.2KEstimate

Founded

7 years ago

Since Oct 2018

ST. Austell, Cornwall

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

St Denys House, 22 East Hill

St. Austell, Cornwall, PL25 4TR

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W.DENIS FINANCIAL SERVICES LIMITED

W.denis Financial Services

Wealth Management

10 employeesInc. 1986LeedsCH 02084973

wdenisfinancialservices.com

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Financial sub-scores

Computed from 5 filings

Net assets38 / 100

Cash36 / 100

Headcount75 / 100

What does W.DENIS FINANCIAL SERVICES LIMITED do?

Provides independent financial advice to individuals, including tailored investment planning, pension management and broader personal financial planning, reviewing products across the market before…

Who does W.DENIS FINANCIAL SERVICES LIMITED sell to?

Sells to individual consumers seeking independent financial advice, particularly people needing guidance on investments, pensions and broader personal financial planning.

Key contacts (2)

John Geoffrey Robert Young

Director

Jonathan Mark Short

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2MEstimate

Founded

39 years ago

Since Dec 1986

Leeds

Financial health

Financial Health

Stable

Stable · Hiring · 6% CAGR over 4y

Hiring

Location

8 St. Pauls Street

Leeds, LS1 2LE

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ROSS BELL ASSOCIATES LTD

Ross Bell & Co.

Wealth Management

9 employeesInc. 2014CrieffCH SC468399

ross-bell.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets32 / 100

Headcount79 / 100

What does ROSS BELL ASSOCIATES LTD do?

Provides independent financial advice to individuals and families, covering retirement planning, pensions, investments, savings, protection insurance, mortgages, and inheritance tax planning, and…

Who does ROSS BELL ASSOCIATES LTD sell to?

Serves individual consumers and families seeking personal financial advice, including savers, investors, mortgage borrowers, pension holders and retirees. Targets clients across Scotland and the…

Key contacts (2)

John Gregor Elliott

Director

William Robertson Bell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£409.7KEstimate

Founded

12 years ago

Since Jan 2014

Crieff

Financial health

Financial Health

Stable

Stable · Hiring · 6% CAGR over 4y

Hiring

Location

Fraser House, Muthill Road

Crieff, PH7 4BQ

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VERTIS PRIVATE WEALTH MANAGEMENT LTD

Vpwm

Wealth ManagementAsset Management

6 employeesInc. 2012Kidderminster, WorcestershireCH 07934669

vpwm.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets41 / 100

Cash100 / 100

Headcount26 / 100

What does VERTIS PRIVATE WEALTH MANAGEMENT LTD do?

Provides independent financial and investment advisory services, including advice on investments, trusts, pensions and retirement planning. Produces periodic investment reports and offers portfolio…

Who does VERTIS PRIVATE WEALTH MANAGEMENT LTD sell to?

Serves UK-based consumers and private clients with personal wealth, investment, trust, pension and retirement planning needs, particularly individuals looking for regulated financial advice.

Key contacts (1)

Mitchell Neale

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£292.7KEstimate

Founded

14 years ago

Since Feb 2012

Kidderminster, Worcestershire

Financial health

Financial Health

Stable

Stable · -7% CAGR over 2y

Location

Campion House, Green Street

Kidderminster, Worcestershire, DY10 1JL

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Cairn Independent

Wealth Management

0 employeesInc. 1993Kirkcaldy, FifeCH SC147311

cairn.money

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Financial sub-scores

Computed from 5 filings

Cash63 / 100

Headcount0 / 100

What does Cairn Independent do?

Provides independent financial planning and advisory services to individuals, including advice on pensions, investments, retirement planning, tax and estate planning, and cashflow modelling.

Who does Cairn Independent sell to?

Serves UK-based consumers, primarily individuals and families seeking personal financial planning around pensions, investments, trusts, tax and estate matters.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£117.8KEstimate

Founded

32 years ago

Since Nov 1993

Kirkcaldy, Fife

Financial health

Financial Health

Weak

Weak · -73% CAGR over 4y

Location

Priory View, Victoria Road

Kirkcaldy, Fife, KY1 2SA

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Blackbear Financial Group Ltd

Blackbear Financial

Wealth Management

4 employeesInc. 2017Ellesmere Port, CheshireCH 10890457

blackbearfg.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets27 / 100

Headcount20 / 100

What does Blackbear Financial Group Ltd do?

Provides independent financial advice and planning services including investment management advice, retirement planning, inheritance tax planning, and protection solutions for individuals, families…

Who does Blackbear Financial Group Ltd sell to?

Serves individuals, families, retirees, first-time investors and business owners, primarily across Cheshire, Wirral and Merseyside, who need independent financial advice at different life and…

Key contacts (2)

Karen Margaret Anderson

Director

Andrew George Anderson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£208.2KEstimate

Founded

8 years ago

Since Jul 2017

Ellesmere Port, Cheshire

Financial health

Financial Health

Weak

Weak · -5% CAGR over 4y

Location

4 Rossmore Business Village, Inward Way

Ellesmere Port, Cheshire, CH65 3EY

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O’CONNOR AND CO HOLDINGS LIMITED

O'Connor & Co

Wealth ManagementInsuranceAsset Management

3 employeesInc. 2022NorthamptonCH 14528140

oconnorfs.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets100 / 100

Cash55 / 100

Headcount40 / 100

What does O’CONNOR AND CO HOLDINGS LIMITED do?

Provides financial advisory services including retirement planning, pension savings, investment management, family and business protection, and employee benefits advice. Also offers guidance on tax…

Who does O’CONNOR AND CO HOLDINGS LIMITED sell to?

Serves individual clients and corporate clients, including employers seeking employee benefits and business protection, primarily in the Northampton area.

Key contacts (3)

Louise Margaret Tait

Director

Paul David Valentine

Director

Frances Amy Gould

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£49.5KEstimate

Founded

3 years ago

Since Dec 2022

Northampton

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 1y

Growing

Location

Windsor House, Cliftonville

Northampton, NN1 5BE

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Oculus Wealth Management (East Dorset) Limited

Oculus Wealth Management

Wealth ManagementInsuranceAsset Management

1 employeesInc. 2020HarrogateCH 12667920

oculuswealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets66 / 100

Headcount40 / 100

What does Oculus Wealth Management (East Dorset) Limited do?

Provides independent financial advice and planning services, including investment advice, pension and retirement planning, tax efficiency guidance, and estate planning. Advisers develop personalised…

Who does Oculus Wealth Management (East Dorset) Limited sell to?

Serves private individuals, high-net-worth clients and company directors across the UK seeking independent financial advice for personal and corporate financial needs.

Key contacts (1)

Angela Haythorne

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£28.8KEstimate

Founded

6 years ago

Since Jun 2020

Harrogate

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

2 Grove Park Court

Harrogate, HG1 4DP

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EVA CAPITAL MANAGEMENT LIMITED

EVA Capital

Wealth Management

7 employeesInc. 2020WorcesterCH 12452527

evacapital.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does EVA CAPITAL MANAGEMENT LIMITED do?

Provides wealth management and financial planning services to private clients and businesses, including retirement planning, investment advice, protection and insurance planning, estate planning, and…

Who does EVA CAPITAL MANAGEMENT LIMITED sell to?

Serves private clients seeking wealth advice, including retirees, investors and people dealing with divorce or bereavement, as well as business owners, main shareholders and family-owned companies.

Key contacts (1)

Hannah Eve Edwards

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£363.9KEstimate

Founded

6 years ago

Since Feb 2020

Worcester

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 63% CAGR over 4y

GrowingHiring

Location

38 Foregate Street

Worcester, WR1 1EE

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IAN BLESSED AND CO INDEPENDENT FINANCIAL CONSULTANTS LTD

IAN Blessed and , Independent Financial Consultants

Wealth Management

5 employeesInc. 1986Doncaster, South YorkshireCH 02053028

ianblessed.co.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount40 / 100

What does IAN BLESSED AND CO INDEPENDENT FINANCIAL CONSULTANTS LTD do?

Provides independent financial advisory services including pension planning, investment advice, estate and inheritance planning, protection insurance guidance, and tax planning. Helps individuals…

Who does IAN BLESSED AND CO INDEPENDENT FINANCIAL CONSULTANTS LTD sell to?

Serves private individuals and families across Yorkshire and the UK seeking independent financial advice on retirement, investments, estate planning, protection and tax.

Key contacts (3)

Christopher David Blessed

Director

Laura Elizabeth Oliphant

Director

Ian Blessed

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£275.8KEstimate

Founded

39 years ago

Since Sep 1986

Doncaster, South Yorkshire

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 2y

Location

Unit 10, Shaw Wood Way

Doncaster, South Yorkshire, DN2 5TB

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Rippon Financial Management Limited

Rippon Financial Management

Wealth Management

7 employeesInc. 2008Gateshead, Tyne and WearCH 06646563

rfmltd.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets39 / 100

Cash85 / 100

Headcount90 / 100

What does Rippon Financial Management Limited do?

Provides independent financial planning and wealth management services, advising clients on investments, pensions, retirement planning, and broader personal financial management. Offers regulated…

Who does Rippon Financial Management Limited sell to?

Serves private clients seeking financial planning and wealth management advice, with an emphasis on clients in the North East of England.

Key contacts (2)

Nicholas Richardson Rippon

Director

William Richardson Rippon

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£410.5KEstimate

Founded

18 years ago

Since Jul 2008

Gateshead, Tyne and Wear

Financial health

Financial Health

Healthy

Healthy · Hiring · 9% CAGR over 4y

Hiring

Location

Suite B1 Kingfisher House, Kingsway Team Valley

Gateshead, Tyne And Wear, NE11 0JQ

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COMPLETE WEALTH MANAGEMENT LTD

CWM

Wealth Management

2 employeesInc. 2003LondonCH 04746626

cwmanltd.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Headcount40 / 100

What does COMPLETE WEALTH MANAGEMENT LTD do?

Provides independent financial advice to individuals and small businesses, including guidance on investments, pensions, retirement planning and wider wealth management, operating as a Financial…

Who does COMPLETE WEALTH MANAGEMENT LTD sell to?

Serves private individuals and small companies, including households, business owners and directors, as a mixed B2C and small-business B2B client base.

Key contacts (2)

Carol Diane Carden

Director

Matthew Pirrie Carden

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£325K

Founded

23 years ago

Since Apr 2003

London

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Financial distressTechnical insolvency

Location

28 South Park Road

London, SW19 8SX

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Aegis Financial Planning Limited

Aegis Financial Planning

Wealth ManagementInvestment Banking

6 employeesInc. 2014AshfordCH 08946610

aegisfp.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Aegis Financial Planning Limited do?

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

Who does Aegis Financial Planning Limited sell to?

Serves high-net-worth individuals, wealthy families, retirees, entrepreneurs, professionals, board members of large multinationals, media figures and corporate clients, often referred by private…

Key contacts (2)

John Robert Boss

Director

Haidee Laurel Littler

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£194.7KEstimate

Founded

12 years ago

Since Mar 2014

Ashford

Financial health

100

Financial Health

Strong

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

GrowingHiring

Location

160 Eureka Park Upper Pemberton, Kennington

Ashford, TN25 4AZ

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Chetwood Investment Management Limited

Chetwood IM

Asset ManagementWealth Management

4 employeesInc. 2019ST. Austell, CornwallCH 11810284

chetwoodim.co.uk

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Financial sub-scores

Computed from 3 filings

Profitability100 / 100

Net assets63 / 100

Cash100 / 100

Headcount5 / 100

What does Chetwood Investment Management Limited do?

Provides discretionary portfolio and multi-asset investment management services. Manages investment portfolios and makes day-to-day asset allocation decisions for private investors, trusts and…

Who does Chetwood Investment Management Limited sell to?

Serves UK private investors, families, trusts and professional intermediaries, including independent financial advisers and other professional partners with clients needing outsourced portfolio…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£736.2K

Founded

7 years ago

Since Feb 2019

ST. Austell, Cornwall

Financial health

Financial Health

Healthy

Healthy · Profitable · -24% CAGR over 2y

Profitable

Location

St Denys House, 22 East Hill

St. Austell, Cornwall, PL25 4TR

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Bright Wealth Ltd

Bright Wealth

Wealth Management

6 employeesInc. 2009Wolverhampton, West MidlandsCH 06922615

brightwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash90 / 100

Headcount100 / 100

What does Bright Wealth Ltd do?

Provides financial advice and planning services including investment management, retirement planning, savings and investment guidance, tax and estate planning, and mortgage and protection advice for…

Who does Bright Wealth Ltd sell to?

Serves private clients, families and business owners seeking regulated financial advice, particularly those planning retirement, managing investments, arranging mortgages, or protecting personal and…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£564.2KEstimate

Founded

17 years ago

Since Jun 2009

Wolverhampton, West Midlands

Financial health

Financial Health

Strong

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

GrowingHiring

Location

Subani House Old Stafford Road, Slade Heath

Wolverhampton, West Midlands, WV10 7PJ

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Cleveden Park Wealth Ltd

Cleveden Park Wealth

Wealth Management

8 employeesInc. 2021GlasgowCH SC691265

clevedenparkwealth.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Cleveden Park Wealth Ltd do?

Provides independent financial planning and advisory services to individuals and businesses. Services include retirement and pension planning, investment advice, mortgages, insurance protection, tax…

Who does Cleveden Park Wealth Ltd sell to?

Serves individuals and businesses across the UK seeking financial advice, including clients planning for pensions, retirement, investments, mortgages, protection, tax, estate matters and corporate…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£371.2KEstimate

Founded

5 years ago

Since Mar 2021

Glasgow

Financial health

100

Financial Health

Strong

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

GrowingHiring

Location

9 Fitzroy Place

Glasgow, G3 7RH

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BSG FINANCIAL SOLUTIONS LIMITED

BSG Financial Solutions

Wealth Management

0 employeesInc. 2004Gerrards Cross, BuckinghamshireCH 05263505

bsgfs.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount0 / 100

What does BSG FINANCIAL SOLUTIONS LIMITED do?

Provides financial planning and advisory services including investment management, mortgage advice, inheritance tax and wealth planning, insurance and protection, and financial guidance for…

Who does BSG FINANCIAL SOLUTIONS LIMITED sell to?

Sells to UK consumers and families seeking personal financial advice, including retirement planning, investing, mortgages, inheritance tax planning, insurance and protection. Also serves business…

Key contacts (2)

Sarah Wichelow

Director

Nigel Thomas Goodwin Preece

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£850.5KEstimate

Founded

21 years ago

Since Oct 2004

Gerrards Cross, Buckinghamshire

Financial health

Financial Health

Healthy

Healthy · -67% CAGR over 4y

Location

2-4 Packhorse Road

Gerrards Cross, Buckinghamshire, SL9 7QE

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Scott Financial Limited

Scott Financial

Wealth ManagementInsurance

7 employeesInc. 2003Fleet, HampshireCH 04739970

scott-financial.com

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Financial sub-scores

Computed from 5 filings

Net assets91 / 100

Cash100 / 100

Headcount90 / 100

What does Scott Financial Limited do?

Provides financial advice on investment planning, pensions and retirement planning, mortgages, equity release, and insurance protection. Advises individuals and businesses on products including ISAs,…

Who does Scott Financial Limited sell to?

Serves individual clients seeking financial planning, investments, pensions, mortgages, equity release and personal protection, alongside businesses and company directors needing corporate investing…

Key contacts (1)

Wendy Anne Scott

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£950.3KEstimate

Founded

23 years ago

Since Apr 2003

Fleet, Hampshire

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 7% CAGR over 5y

GrowingHiring

Location

12a Fleet Business Park Sandy Lane, Church Crookham

Fleet, Hampshire, GU52 8BF

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Hitchell Financial Planning Limited

Hitchell Financial Planning

Wealth ManagementInsurance

9 employeesInc. 2010Tunbridge Wells, KentCH 07283512

hitchell.com

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Financial sub-scores

Computed from 5 filings

Net assets39 / 100

Cash100 / 100

Headcount79 / 100

What does Hitchell Financial Planning Limited do?

Provides independent financial planning and advisory services, including retirement planning, investment and wealth planning, mortgage advice, and financial protection. Works with individuals and…

Who does Hitchell Financial Planning Limited sell to?

Serves private individuals, families and business owners, particularly people planning for or at retirement, approaching later life, bereaved clients, and mortgage customers.

Key contacts (2)

James Stuart Ashmead Hitchell

Director

Richard John Corrie Hitchell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£126.3KEstimate

Founded

16 years ago

Since Jun 2010

Tunbridge Wells, Kent

Financial health

Financial Health

Healthy

Healthy · Hiring · 6% CAGR over 4y

Hiring

Location

2nd Floor, 8 Lonsdale Gardens

Tunbridge Wells, Kent, TN1 1NU

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154 more companies and their verified directors are in the file

You’re seeing the top 49. Buy the list to get all 203 with directors, websites and financials.

How Wix 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.

Wix 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 Drupal in the UK Wealth Management Companies Using Squarespace 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 Wix 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 Wix?

111 actively-trading UK wealth management companies run Wix, 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 Wix?

Wix accounts for 6.2% of UK wealth management companies with a detectable CMS (111 of 1,798), behind WordPress (69.7%).

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

What size wealth management companies use Wix in the UK?

The median Wix-running wealth management company employs 5 people and reports roughly £297k in UK turnover. 1 of the cohort report turnover above £5M.

What do Wix-running wealth management companies also run?

17.1% of Wix-running UK wealth management companies also run POWR, 8.1% run LightTech, 7.2% run Google Tag Manager, 6.3% run Calendly. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 215 verified directors — names and roles — across these 111 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 203 companies as a spreadsheet.

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