Wealth Management Companies Using WordPress in the UK: 1,253 Active Firms (2026)

Updated June 2026

Wealth management firms in the UK running a public-site content management system use it to publish client-facing content and service pages.

For wealth managers, WordPress usually sits between marketing, compliance review and adviser-led content production. It handles service pages, insights, office pages, biography-led trust signals and lead-capture journeys for private clients, families, trustees and business owners. Adoption tends to signal a firm with enough budget for maintained web infrastructure, search optimisation and content operations, but not necessarily a large digital product team. Typical projects are website refreshes, content governance, form handling and analytics integration, with external agencies often sitting beside a small internal marketing or operations owner.

UK wealth management adoption covers 1,253 actively trading companies running WordPress on public websites. Reported employment totals 1,955 people, which fits a market made up largely of adviser-led firms rather than large platform operators. Within identified CMS use across the sector, WordPress ranks first at 69.7%, ahead of other website-building and enterprise CMS options. The registered-region skew is London-weighted but not London-only: London accounts for 19.5% of the cohort, followed by the South East at 15.3%, the North West at 12.8%, the South West at 11.5% and the East of England at 10.4%.

Client-facing wealth sites sit close to regulated activity even when the CMS itself is only publishing infrastructure. Service descriptions, educational articles, adviser biographies and enquiry forms need controlled wording, version history and a clear approval path before publication. The stack also tends to include analytics, anti-spam and contact-form components, so cookie consent, enquiry routing and retention policies matter in practice. Procurement is usually less like core investment-platform selection and more like agency, hosting and maintenance governance, with risk focused on content control, site availability and personal-information capture.

Adoption appears likely to remain sticky among wealth managers that rely on educational content and adviser visibility to generate direct enquiries. Migration pressure tends to come from brand refreshes, security maintenance, page-speed work and the need to keep compliance sign-off within a manageable publishing workflow. Larger groups may keep moving towards enterprise marketing suites when web estates become more centralised, while smaller practices often prefer familiar agency-supported CMS builds. Consolidation in wealth management could therefore reduce the number of standalone sites over time, without removing the need for localised client-facing content.

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 WordPress rises with company size across the trading UK wealth management companies in this cohort. 18.6% of the 5,347 companies with under 10 employees run WordPress (994 detected). 53.4% of the 453 companies with 10–50 employees run WordPress (242 detected). 53.6% of the 28 companies with over 50 employees run WordPress (15 detected). That is a 35% gap between the over 50 employees and under 10 employees bands.

1,253

Active firms

2026

69.7%

Of detected CMS share

UK wealth management

Median headcount

Filed accounts

2,868

Verified directors

Across this cohort

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Key facts

About 1% of the trading cohort reports turnover above £5M (19 of 1,253 firms) — the rest sits below that revenue band.

5% of the cohort was incorporated since 2022 (66 firms), so a sizeable share is in its first few filing cycles.

Among wealth management firms with a detectable CMS, the open-source system accounts for 69.7% (1,253 of 1,798), compared with 6.2% (111) for the next detected alternative.

London contains 19.5% (244) of wealth management firms running the CMS, ahead of the South East at 15.3% (192), the North West at 12.8% (160) and the South West at 11.5% (144).

Search optimisation tooling is detected on 59.1% (741) of sites in the cohort, and analytics tagging on 49.2% (616).

Security and form-handling layers sit alongside the CMS on many sites: CAPTCHA is detected at 40.5% (508), edge-network tooling at 39.2% (491), and contact-form tooling at 30.3% (380).

Sector tags point to adjacent financial-services activity, with insurance at 28.9% (362), asset management at 15.7% (197), and retail banking at 9.1% (114).

CMS market share among UK Wealth Management

WordPress

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 WordPress-running Wealth Management run?

Share of the 1,253 WordPress-running UK companies where each technology was also detected. As of June 2026.

Where WordPress Wealth Management are, and how healthy they look

By region

London

South East

North West

South West

East of England

Rest of UK

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

By financial health

Strong

Healthy

Stable

Weak

Distressed

Insufficient history

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

Median headcount

£323.9K

Median UK turnover

1.5%

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 2,418 companies, alongside financials and websites, in one CSV file.

Top UK Wealth Management using WordPress

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

HFMC WEALTH LIMITED

Hfmc Wealth

Wealth Management

Inc. 1985Weybridge, SurreyCH 01911493

hfmcwealth.com

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Financial sub-scores

Computed from 2 filings

Profitability100 / 100

Net assets8 / 100

Cash100 / 100

What does HFMC WEALTH LIMITED do?

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

Who does HFMC WEALTH LIMITED sell to?

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

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£6.4M

Founded

41 years ago

Since May 1985

Weybridge, Surrey

Financial health

Financial Health

Healthy

Healthy · Profitable

Profitable

Location

Hfmc House, New Road

Weybridge, Surrey, KT13 9BW

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Daintree Wealth Management Limited

Daintree Wealth Management

Wealth Management

7 employeesInc. 2017ManchesterCH 10762963

daintreewm.com

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Financial sub-scores

Computed from 5 filings

Net assets95 / 100

Cash100 / 100

Headcount100 / 100

What does Daintree Wealth Management Limited do?

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

Who does Daintree Wealth Management Limited sell to?

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

Key contacts (1)

Lubna Kaiser

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

9 years ago

Since May 2017

Manchester

Financial health

Financial Health

Strong

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

GrowingHiring

Location

1 Balloon Street

Manchester, M4 4BE

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GRACECHURCH WEALTH MANAGEMENT LLP

Gracechurch Wealth Management

Wealth Management

21 employeesInc. 2006Milton Keynes, BucksCH OC320661

gracechurchwm.com

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount56 / 100

What does GRACECHURCH WEALTH MANAGEMENT LLP do?

Provides independent financial planning and wealth management services. Advises individuals, businesses, charities and trusts on investments, pensions, retirement planning, tax and inheritance…

Who does GRACECHURCH WEALTH MANAGEMENT LLP sell to?

Serves individuals, multi-generational families, businesses and employers, professional advisers, charities and trusts seeking financial planning, investment, pension, protection and estate-related…

Key contacts (1)

Jason Richard Edlington Bevan

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.2M

Founded

20 years ago

Since Jun 2006

Milton Keynes, Bucks

Financial health

Financial Health

Healthy

Healthy · Hiring · 5% CAGR over 2y

Hiring

Location

Efx House 1 Boycott Avenue, Oldbrook

Milton Keynes, Bucks, MK6 2RW

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The Financial Planning Corporation LLP

The Financial Planning

Wealth Management

19 employeesInc. 2008Southport, MerseysideCH OC337787

fpc.co.uk

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Financial sub-scores

Computed from 4 filings

Cash66 / 100

Headcount77 / 100

What does The Financial Planning Corporation LLP do?

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

Who does The Financial Planning Corporation LLP sell to?

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

Key contacts (3)

Bernice Agnes Blundell

Llp Member

Moira Frances O'Shaughnessy

Llp Designated Member

Robert Mark Ralphs

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£696.6KEstimate

Founded

18 years ago

Since Jun 2008

Southport, Merseyside

Financial health

Financial Health

Healthy

Healthy · Hiring · 8% CAGR over 3y

Hiring

Location

Lancaster Terrace 124 Station Road, Ainsdale

Southport, Merseyside, PR8 3HL

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David Williams IFA Limited

David Williams I F a

Wealth Management

66 employeesInc. 2003NorthamptonCH 04638076

dwifa.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount85 / 100

What does David Williams IFA Limited do?

Provides independent financial planning and wealth management services to private and corporate clients, including investment management, retirement planning, financial protection, tax and trust…

Who does David Williams IFA Limited sell to?

Serves private individuals and corporate clients seeking financial planning and wealth management, including people planning retirement, investments, mortgages and protection, plus businesses needing…

Key contacts (6)

Rachel Valerie Coowar

Director

Mark James Sparrow

Director

Daniel Lewis Slack

Director

John Daniel Freeman

Director

David Antony Sparrow

Director

Joanna Charlotte Beal

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£9.8M

Founded

23 years ago

Since Jan 2003

Northampton

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 6% CAGR over 5y

GrowingHiring

Location

5 Waterside Way

Northampton, NN4 7XD

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S4 FINANCIAL LIMITED

S4 Financial

Wealth Management

9 employeesInc. 2004Hook, HampshireCH 05089919

s4financial.co.uk

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Financial sub-scores

Computed from 5 filings

Profitability100 / 100

Net assets53 / 100

Cash100 / 100

Headcount40 / 100

What does S4 FINANCIAL LIMITED do?

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

Who does S4 FINANCIAL LIMITED sell to?

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

Key contacts (1)

Ronald Sharp Elder

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2M

Founded

22 years ago

Since Mar 2004

Hook, Hampshire

Financial health

Financial Health

Healthy

Healthy · Profitable · 0% CAGR over 4y

Profitable

Location

Unit A, Causeway Farm Cricket Green, Hartley Wintney

Hook, Hampshire, RG27 8PS

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Y TREE LIMITED

Y Tree

Wealth ManagementFintech

125 employeesInc. 2016LondonCH 10186799

y-tree.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount100 / 100

What does Y TREE LIMITED do?

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

Who does Y TREE LIMITED sell to?

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

Key contacts (4)

Eliana Magdalene Sydes

Director

John Laurence Hampel

Director

Eric Peretz

Director

Stuart Anthony Cash

Director

Full details & directors in the file

Company vitals

UK Headcount

125

UK Revenue

£13.7MEstimate

Founded

10 years ago

Since May 2016

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 23% CAGR over 4y

Hiring

Location

130 Shaftesbury Avenue

London, W1D 5EU

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Paradigm Norton Financial Planning Limited

Paradigm Norton

Wealth Management

88 employeesInc. 2001BristolCH 04220937

paradigmnorton.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets48 / 100

Cash95 / 100

Headcount38 / 100

What does Paradigm Norton Financial Planning Limited do?

Provides financial planning and wealth management services for private clients, including investment portfolio management, retirement and estate planning, cash‑flow planning, and tax planning and…

Who does Paradigm Norton Financial Planning Limited sell to?

Serves affluent private clients, families and values-led business owners, including B Corp leaders, employee-owned firms, people selling businesses, charities, lawyers and women seeking financial…

Key contacts (3)

Caroline Mary Anne Rainbird

Director

Matthew Paul Fowler

Director

Barry David Horner

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£7.6MEstimate

Founded

25 years ago

Since May 2001

Bristol

Financial health

Financial Health

Stable

Stable · -2% CAGR over 1y

Location

Paradigm House, Macrae Road Ham Green

Bristol, BS20 0DD

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Watermark Wealth Management Limited

Watermark Wealth Management

Wealth Management

15 employeesInc. 2012Burnham-on-SEACH 08210691

wwm.ltd

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Financial sub-scores

Computed from 5 filings

Net assets43 / 100

Cash94 / 100

Headcount40 / 100

What does Watermark Wealth Management Limited do?

Provides financial planning and wealth management services for individuals, business owners and trustees. Advises on pensions, investments, retirement planning and corporate financial planning,…

Who does Watermark Wealth Management Limited sell to?

Serves private individuals, business owners, corporate clients, trustees, attorneys and court-appointed deputies seeking financial planning and wealth management support.

Key contacts (2)

James Edward Cannard

Director

Mark Andrew Woods

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£941KEstimate

Founded

13 years ago

Since Sep 2012

Burnham-on-SEA

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Manor House, Manor Road

Burnham-On-Sea, TA8 2AS

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LAVER WEALTH MANAGEMENT LIMITED

Laver Wealth

Wealth ManagementAsset Management

13 employeesInc. 1991Weston Super Mare, SomersetCH 02589429

laverwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets77 / 100

Cash44 / 100

Headcount80 / 100

What does LAVER WEALTH MANAGEMENT LIMITED do?

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

Who does LAVER WEALTH MANAGEMENT LIMITED sell to?

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

Key contacts (3)

Margaret Mary Williams

Director

Stephen Charles Hillier

Director

Derrick Laver

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£490.4KEstimate

Founded

35 years ago

Since Mar 1991

Weston Super Mare, Somerset

Financial health

Financial Health

Healthy

Healthy · Hiring · 7% CAGR over 4y

Hiring

Location

9 Beaconsfield Road

Weston Super Mare, Somerset, BS23 1YE

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Apogee Wealth Management Limited

Apogee Wealth Management

Wealth Management

31 employeesInc. 2009Knutsford, CheshireCH 06925283

apogeewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount98 / 100

What does Apogee Wealth Management Limited do?

Provides independent financial planning and wealth management services, including pension advice, retirement planning, tax‑efficient investment strategies, and inheritance tax planning for…

Who does Apogee Wealth Management Limited sell to?

Serves private clients, business owners nearing retirement, people seeking pension, inheritance tax or tax-efficient investment advice, and professional connections looking to refer clients for…

Key contacts (3)

Paul Christopher Rowling

Director

Simon Gerald Hardstaff

Director

David Peter Clewlow

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£3.9MEstimate

Founded

17 years ago

Since Jun 2009

Knutsford, Cheshire

Financial health

Financial Health

Strong

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

GrowingHiring

Location

No.1 Booths Park, Chelford Road

Knutsford, Cheshire, WA16 8GS

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Robinson Rose Wealth Management Ltd

Robinson Rose Wealth Management

Wealth Management

16 employeesInc. 2022Wilmslow, CheshireCH 14274903

robinsonrosewealth.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Robinson Rose Wealth Management Ltd do?

Provides independent wealth management and financial planning services, advising individuals on pensions, investments, tax planning, inheritance planning and later‑life financial arrangements, and…

Who does Robinson Rose Wealth Management Ltd sell to?

Serves private individuals and families, particularly those in mid to later life, with clients drawn from Greater Manchester, Cheshire and beyond.

Key contacts (2)

Joseph Frederick Rose

Director

Jan Peter Robinson

Director

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Company vitals

UK Headcount

UK Revenue

£836.6KEstimate

Founded

3 years ago

Since Aug 2022

Wilmslow, Cheshire

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 63% CAGR over 2y

GrowingHiring

Location

Ground Floor, Unit E Lower Meadow Road, Handforth

Wilmslow, Cheshire, SK9 3ND

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Thomson Gray Wealth Management Limited

Thomson Gray

Wealth Management

14 employeesInc. 2011Northampton, NorthantsCH 07596937

thomsongray.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount33 / 100

What does Thomson Gray Wealth Management Limited do?

Provides chartered financial planning and wealth management advice to individuals, families and business owners. Services include retirement planning, investment planning, financial plans for high…

Who does Thomson Gray Wealth Management Limited sell to?

Serves individuals, families, executives, high earners, retirees and business owners seeking financial planning and wealth advice, including clients preparing for retirement or passing on wealth.

Key contacts (2)

Edward David Thomson

Director

James Palmer Thomson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.7MEstimate

Founded

15 years ago

Since Apr 2011

Northampton, Northants

Financial health

Financial Health

Strong

Strong · -3% CAGR over 2y

Location

4 Duncan Close Redhouse Square, Moulton Park

Northampton, Northants, NN3 6WL

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Landmark IFA Limited

Landmark IFA

Wealth Management

26 employeesInc. 2003Stamford, LincolnshireCH 04643439

landmarkifa.co.uk

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Financial sub-scores

Computed from 3 filings

Cash84 / 100

Headcount46 / 100

What does Landmark IFA Limited do?

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

Who does Landmark IFA Limited sell to?

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

Key contacts (1)

Robin Gary Peace

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£6.2M

Founded

23 years ago

Since Jan 2003

Stamford, Lincolnshire

Financial health

Financial Health

Healthy

Healthy · 2% CAGR over 2y

Location

Wardens House, 4 Broad Street

Stamford, Lincolnshire, PE9 1PB

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CAPITAL FINANCIAL MARKETS LIMITED

Capital Financial Markets

Wealth ManagementAsset Management

6 employeesInc. 2012ST. Albans, HertfordshireCH 08224800

capitalfinancialmarkets.co.uk

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Financial sub-scores

Computed from 4 filings

Profitability100 / 100

Cash100 / 100

Headcount100 / 100

What does CAPITAL FINANCIAL MARKETS LIMITED do?

Provides investment and wealth management services, including discretionary and advisory portfolio management, execution‑only share dealing, and investment accounts such as ISAs, GIAs and SIPPs,…

Who does CAPITAL FINANCIAL MARKETS LIMITED sell to?

Serves private individuals and families, including pre-retirees, retirees and those planning intergenerational wealth transfer, primarily around London, St Albans and Bath.

Key contacts (1)

Paul Jamie Coffin

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.4M

Founded

13 years ago

Since Sep 2012

ST. Albans, Hertfordshire

Financial health

100

Financial Health

Strong

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

ProfitableHiring

Location

8 Spicer Street

St. Albans, Hertfordshire, AL3 4PQ

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Sovereign Wealth Limited

Sovereign Wealth

Wealth Management

0 employeesInc. 2010Leeds, YorkshireCH 07115386

sovereign-wealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets86 / 100

Cash100 / 100

What does Sovereign Wealth Limited do?

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

Who does Sovereign Wealth Limited sell to?

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

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.5MEstimate

Founded

16 years ago

Since Jan 2010

Leeds, Yorkshire

Financial health

Financial Health

Strong

Location

1285 Century Way, Thorpe Park

Leeds, Yorkshire, LS15 8ZB

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MOLE VALLEY ASSET MANAGEMENT LTD

MVAM Financial Advice

Asset ManagementWealth Management

16 employeesInc. 2013Dorking, SurreyCH 08600041

mvam.com

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Financial sub-scores

Computed from 3 filings

Cash84 / 100

Headcount61 / 100

What does MOLE VALLEY ASSET MANAGEMENT LTD do?

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

Who does MOLE VALLEY ASSET MANAGEMENT LTD sell to?

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

Key contacts (3)

Rachel Victoria Rigby

Director

Duncan John Sanford

Director

Craig Jonathan Harper

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3M

Founded

13 years ago

Since Jul 2013

Dorking, Surrey

Financial health

Financial Health

Healthy

Healthy · Hiring · 7% CAGR over 2y

Hiring

Location

275 High Street

Dorking, Surrey, RH4 1RY

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Gem & Co Financial Services Limited

GEM & Financial Services

Wealth Management

15 employeesInc. 2021DerbyCH 13249508

gemfs.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount86 / 100

What does Gem & Co Financial Services Limited do?

Provides independent financial planning and wealth management advice to professionals, executives, business owners and retirees, including investment portfolio management, retirement planning,…

Who does Gem & Co Financial Services Limited sell to?

Serves individual clients including professionals, senior executives, business owners and retirees seeking financial planning advice, with emphasis on clients in Wimbledon and surrounding London…

Key contacts (3)

Eamon James Nolan

Director

Elliott Charles Swatton

Director

Gareth Cornelius Bryan Rees

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£750.4KEstimate

Founded

5 years ago

Since Mar 2021

Derby

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 17% CAGR over 2y

GrowingHiring

Location

Sky View, Argosy Road East Midlands Airport, Castle Donington

Derby, DE74 2SA

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FLYING COLOURS ADVICE LIMITED

Flying Colours

Wealth Management

Inc. 2014Bracknell, SurreyCH 09075635

fcadvice.co.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

What does FLYING COLOURS ADVICE LIMITED do?

Provides independent financial advice to individuals and business owners, including pension and retirement planning, investment management, inheritance tax and estate planning, protection insurance,…

Who does FLYING COLOURS ADVICE LIMITED sell to?

Serves private clients including families, retirees, people approaching retirement, wealth-building individuals, later-life clients and business owners.

Key contacts (4)

Renzo Henri Dominique Desbordes

Director

George David Agan

Director

Billy Lewis Ambler

Director

Nicholas Tattersall

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4M

Founded

12 years ago

Since Jun 2014

Bracknell, Surrey

Financial health

100

Financial Health

Strong

Location

2nd Floor, Greenwood House, London Road

Bracknell, Surrey, RG12 2AA

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WATSON WOOD & SILLARS LIMITED

Watson Wood Financial Planning

Wealth Management

19 employeesInc. 2017InvernessCH SC555435

watsonwoodfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does WATSON WOOD & SILLARS LIMITED do?

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

Who does WATSON WOOD & SILLARS LIMITED sell to?

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

Key contacts (3)

Kevin Michael Wood

Director

Allan Mclelland Sillars

Director

Kirsty Maclean Watson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£637.7KEstimate

Founded

9 years ago

Since Jan 2017

Inverness

Financial health

100

Financial Health

Strong

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

GrowingHiring

Location

Elm House, A9 Accountancy Ltd, Cradlehall Business Park

Inverness, IV2 5GH

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Dowgate Wealth Limited

Dowgate Wealth

Wealth ManagementAsset Management

14 employeesInc. 2019LondonCH 12221221

dowgatewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

What does Dowgate Wealth Limited do?

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

Who does Dowgate Wealth Limited sell to?

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

Key contacts (4)

Colin Mark Hughes

Director

Josh Sanford

Director

Stuart Melville Parkinson

Director

Benjamin Thomas McKeown

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4.8MEstimate

Founded

6 years ago

Since Sep 2019

London

Financial health

100

Financial Health

Strong

Location

15 Fetter Lane

London, EC4A 1BW

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SLATESTONE LIMITED

SlateStone Wealth

Wealth ManagementAsset Management

2 employeesInc. 1985Tadworth, SurreyCH 01922199

slatestone.com/adv_brochure.pdf

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Financial sub-scores

Computed from 5 filings

Cash88 / 100

Headcount40 / 100

What does SLATESTONE LIMITED do?

Provides wealth management and financial advisory services, including financial planning, portfolio and asset management, and investment guidance for private clients. Develops tailored wealth plans…

Who does SLATESTONE LIMITED sell to?

Targets affluent private clients, families and women with significant personal wealth, including spouses, children and grandchildren involved in long-term financial planning, investment decisions and…

Key contacts (1)

Callum Antony Hawker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

41 years ago

Since Jun 1985

Tadworth, Surrey

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

The Holt, Alcocks Lane

Tadworth, Surrey, KT20 6BB

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Incred Global Wealth

Wealth ManagementAsset Management

7 employeesInc. 2022LondonCH 14019047

incredwealth.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount100 / 100

What does Incred Global Wealth do?

Provides multi-family office services including investment advisory, financing solutions, wealth structuring, family governance support, and philanthropy advisory for high-net-worth families and…

Who does Incred Global Wealth sell to?

Serves sophisticated wealthy families and private clients seeking family office support in the UK and internationally, including Europe, the Middle East, Africa, Asia and the Americas.

Key contacts (2)

Mario Georgiou

Director

Aditya Sarin

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£477.4KEstimate

Founded

4 years ago

Since Apr 2022

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 53% CAGR over 2y

Hiring

Location

5-10 Bolton Street

London, W1J 8BA

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DELFIN PRIVATE OFFICE INTERNATIONAL LIMITED

Delfin Private Office

Wealth Management

6 employeesInc. 2022LondonCH 14385797

delfinprivateoffice.com

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Financial sub-scores

Computed from 2 filings

Net assets100 / 100

Headcount100 / 100

What does DELFIN PRIVATE OFFICE INTERNATIONAL LIMITED do?

Provides independent family office and wealth advisory services to high‑net‑worth individuals and family offices, offering strategic guidance on managing complex wealth, financial planning,…

Who does DELFIN PRIVATE OFFICE INTERNATIONAL LIMITED sell to?

Serves high-net-worth wealth owners and family offices, primarily on a B2B/B2C advisory basis. Targets affluent individuals, families, and family office decision-makers seeking independent guidance…

Key contacts (2)

Gregg James Dennis

Director

Annamaria Enrichetta Luisa Koerling

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

3 years ago

Since Sep 2022

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 74% CAGR over 1y

Hiring

Location

Second Floor, 25 Bury Street

London, SW1Y 6AL

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Russell Gibson Financial Management Limited

Russell Gibson

Wealth Management

13 employeesInc. 2007AberdeenCH SC333657

russellgibson.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash82 / 100

Headcount40 / 100

What does Russell Gibson Financial Management Limited do?

Provides financial planning and investment advisory services for individuals, including portfolio management, retirement planning, tax‑efficient investment strategies, and ongoing monitoring of…

Who does Russell Gibson Financial Management Limited sell to?

Serves private individuals in the UK seeking regulated financial planning and investment advice, including clients planning for retirement, lifestyle goals, and long-term personal financial security.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.3MEstimate

Founded

18 years ago

Since Nov 2007

Aberdeen

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 4y

Growing

Location

4 Rubislaw Terrace

Aberdeen, AB10 1XE

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THE ASPIRE PARTNERSHIP LLP

The Aspire Partnership

Wealth Management

13 employeesInc. 2010BristolCH OC351804

aspirellp.co.uk

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Financial sub-scores

Computed from 3 filings

Cash95 / 100

Headcount67 / 100

What does THE ASPIRE PARTNERSHIP LLP do?

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

Who does THE ASPIRE PARTNERSHIP LLP sell to?

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

Key contacts (3)

Kenneth Dean Hall

Llp Member

Naomi Keith

Llp Member

Ian Henri Marie Larthe de Langladure

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

16 years ago

Since Jan 2010

Bristol

Financial health

Financial Health

Strong

Strong · Hiring · 9% CAGR over 2y

Hiring

Location

61 Queen Charlotte Street

Bristol, BS1 4HQ

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HARTEY WEALTH MANAGEMENT LIMITED

Hartey Wealth Management

Wealth Management

13 employeesInc. 2012Chester, CheshireCH 08288660

harteywm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash49 / 100

What does HARTEY WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management services, including investment advice, retirement planning, inheritance tax planning, portfolio management, protection planning, and second‑opinion…

Who does HARTEY WEALTH MANAGEMENT LIMITED sell to?

Serves private clients, families and business owners seeking financial advice, including retirement, inheritance tax, investments, protection and portfolio reviews.

Key contacts (3)

William Anthony McBride

Director

Karl Hartey

Director

Tristan Hartey

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£535.5KEstimate

Founded

13 years ago

Since Nov 2012

Chester, Cheshire

Financial health

Financial Health

Strong

Strong · -7% CAGR over 2y

Location

Hilliards Court, Chester Business Park

Chester, Cheshire, CH4 9QP

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JUST FINANCIAL GROUP LTD

Just Financial

Wealth Management

14 employeesInc. 2016GlasgowCH SC524886

justfinancialgroup.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets64 / 100

Cash93 / 100

Headcount65 / 100

What does JUST FINANCIAL GROUP LTD do?

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

Who does JUST FINANCIAL GROUP LTD sell to?

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

Key contacts (1)

Gary Anthony Watt

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

10 years ago

Since Jan 2016

Glasgow

Financial health

Financial Health

Healthy

Healthy · Hiring · 8% CAGR over 2y

Hiring

Location

200 Bath Street, 2nd Floor

Glasgow, G2 4HG

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Thomson Tyndall Ltd

Thomson Tyndall

Wealth Management

16 employeesInc. 2015LondonCH 09779579

thomsontyndall.com

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Financial sub-scores

Computed from 3 filings

Profitability100 / 100

Net assets83 / 100

Cash62 / 100

Headcount73 / 100

What does Thomson Tyndall Ltd do?

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

Who does Thomson Tyndall Ltd sell to?

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

Key contacts (3)

Scott Marcus Tindle

Director

Stephanie Victoria Evans

Director

James Douglas Alasdair Fergusson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£6.4M

Founded

10 years ago

Since Sep 2015

London

Financial health

Financial Health

Strong

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

ProfitableGrowingHiring

Location

1 The Sanctuary

London, SW1P 3JT

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DARWIN WEALTH MANAGEMENT LTD

Darwin Wealth Management

Wealth Management

9 employeesInc. 2011Shrewsbury, ShropshireCH 07738223

darwinwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash52 / 100

Headcount79 / 100

What does DARWIN WEALTH MANAGEMENT LTD do?

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

Who does DARWIN WEALTH MANAGEMENT LTD sell to?

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

Key contacts (1)

William Dafydd Meredydd Evans

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£846.3KEstimate

Founded

14 years ago

Since Aug 2011

Shrewsbury, Shropshire

Financial health

Financial Health

Strong

Strong · Hiring · 6% CAGR over 4y

Hiring

Location

Countrywide House Knights Way, Battlefield Enterprise Park

Shrewsbury, Shropshire, SY1 3AB

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MacIntosh James and Partners Limited

Macintosh James and Partners

Wealth Management

20 employeesInc. 2004HuddersfieldCH 05190659

mjpwm.com

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Financial sub-scores

Computed from 2 filings

Net assets100 / 100

Cash100 / 100

Headcount66 / 100

What does MacIntosh James and Partners Limited do?

Provides private wealth management and financial planning services, including investment management, retirement planning, tax planning and wealth protection. Develops tailored strategies to help…

Who does MacIntosh James and Partners Limited sell to?

Serves private individuals and families with personal wealth, including clients planning for investments, retirement, tax matters and intergenerational wealth transfer.

Key contacts (2)

Simon Richard James

Director

Paul David MacIntosh

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.5MEstimate

Founded

22 years ago

Since Jul 2004

Huddersfield

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 18% CAGR over 1y

GrowingHiring

Location

First Floor Office Suite, Mill B Colne Road Buildings, Colne Road

Huddersfield, HD1 3AG

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BRAMLEY FINANCIAL PLANNING LIMITED

Bramley Financial Planning

Wealth Management

5 employeesInc. 2014Cranleigh, SurreyCH 09351340

bramleyfinancialplanning.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets10 / 100

Cash100 / 100

Headcount100 / 100

What does BRAMLEY FINANCIAL PLANNING LIMITED do?

Provides independent financial planning and advice, specialising in retirement planning, pension consolidation, investment reviews, and inheritance and tax‑efficient estate planning for individuals…

Who does BRAMLEY FINANCIAL PLANNING LIMITED sell to?

Serves individuals and families in Guildford and surrounding areas, especially people approaching retirement, retiring soon or already retired, plus those inheriting money, reviewing investments or…

Key contacts (1)

Rupert Miller

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£839.9KEstimate

Founded

11 years ago

Since Dec 2014

Cranleigh, Surrey

Financial health

Financial Health

Stable

Stable · Hiring · 29% CAGR over 2y

Hiring

Location

62a Smithbrook Kilns

Cranleigh, Surrey, GU6 8JJ

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FENSHAM HOWES LIMITED

Fensham Howes

Wealth Management

19 employeesInc. 2006Wetherby, West YorkshireCH 05744155

fenshamhowes.com

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Financial sub-scores

Computed from 3 filings

Net assets71 / 100

Cash100 / 100

Headcount77 / 100

What does FENSHAM HOWES LIMITED do?

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

Who does FENSHAM HOWES LIMITED sell to?

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

Key contacts (2)

Lewis Verlie Howes

Director

Giles Mark Pidcock

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£908.8KEstimate

Founded

20 years ago

Since Mar 2006

Wetherby, West Yorkshire

Financial health

Financial Health

Strong

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

GrowingHiring

Location

The West Wing Bowcliffe Hall, Bramham

Wetherby, West Yorkshire, LS23 6LP

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ELEVATION WEALTH MANAGEMENT LIMITED

Elevation

Wealth Management

0 employeesInc. 2003Castle Vale, BirminghamCH 04794182

elevation-wm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount0 / 100

What does ELEVATION WEALTH MANAGEMENT LIMITED do?

Provides independent financial advice and planning services for individuals and businesses, including investment management, pensions, estate and trust planning, corporate financial planning,…

Who does ELEVATION WEALTH MANAGEMENT LIMITED sell to?

Serves private clients and families, SME owners and corporate clients, plus independent financial adviser practices seeking integration, primarily in the UK.

Key contacts (2)

Matthew Alexander Black

Director

Anthony Alan Jacques

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

23 years ago

Since Jun 2003

Castle Vale, Birmingham

Financial health

Financial Health

Healthy

Healthy · -63% CAGR over 4y

Location

Elevation House Unit 1 Marlin Office Village, Chester Road

Castle Vale, Birmingham, B35 7AZ

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CRAVEN STREET FINANCIAL PLANNING LIMITED

Craven Street Wealth

Wealth Management

84 employeesInc. 1999CanterburyCH 03852054

cravenstreetwealth.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount100 / 100

What does CRAVEN STREET FINANCIAL PLANNING LIMITED do?

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

Who does CRAVEN STREET FINANCIAL PLANNING LIMITED sell to?

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

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£6.7MEstimate

Founded

26 years ago

Since Oct 1999

Canterbury

Financial health

100

Financial Health

Strong

Strong · Hiring · 39% CAGR over 4y

Hiring

Location

Lawrence House Summer Hill, Harbledown

Canterbury, CT2 8GT

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Westcotts Financial Management Limited

Advanta Wealth

Wealth Management

19 employeesInc. 2001DevonCH 04342122

advantawealth.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets96 / 100

Cash93 / 100

Headcount100 / 100

What does Westcotts Financial Management Limited do?

Provides financial planning and advisory services to private individuals, including advice on investments, pensions and life insurance. Supports clients with wealth management, retirement planning…

Who does Westcotts Financial Management Limited sell to?

Sells to private individuals and families across the UK seeking personal financial advice, wealth management, pensions, investments and protection planning.

Key contacts (1)

Iain Charles Andrews

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£822.6KEstimate

Founded

24 years ago

Since Dec 2001

Devon

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 17% CAGR over 3y

GrowingHiring

Location

26-28 Southernhay East, Exeter

Devon, EX1 1NS

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Becketts F S Ltd

Becketts Financial Services

Wealth Management

19 employeesInc. 2004Poulton LE Fylde, LancashireCH 05122604

beckettsfs.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets83 / 100

Cash100 / 100

Headcount100 / 100

What does Becketts F S Ltd do?

Provides independent financial planning and wealth management services. Advises individuals and families on investments, retirement planning, portfolio management, and financial protection,…

Who does Becketts F S Ltd sell to?

Serves private individuals and families seeking financial advice, planning and wealth management, particularly clients looking to protect, grow and manage personal wealth over the long term.

Key contacts (2)

Dominic Patrick McLoughney

Director

Lorraine Theresa McLoughney

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.1M

Founded

22 years ago

Since May 2004

Poulton LE Fylde, Lancashire

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 22% CAGR over 5y

GrowingHiring

Location

Beckett House, Wyrefields

Poulton Le Fylde, Lancashire, FY6 8JX

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Wealthcare (1985) Ltd

Your Wealthcare

Wealth Management

7 employeesInc. 2011Port TalbotCH 07759330

yourwealthcare.co.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount90 / 100

What does Wealthcare (1985) Ltd do?

Provides financial planning and advisory services to individuals, families and business owners, including investment planning, tax planning and estate planning. Helps clients structure investments,…

Who does Wealthcare (1985) Ltd sell to?

Targets individuals and families with personal wealth, plus business owners and corporate clients needing long-term financial guidance; suited to cautious, pragmatic investors seeking face-to-face,…

Key contacts (1)

Alastair Charles John Rush

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£822.6KEstimate

Founded

14 years ago

Since Sep 2011

Port Talbot

Financial health

Financial Health

Strong

Strong · Hiring · 18% CAGR over 2y

Hiring

Location

Water Street Business Centre, Water Street

Port Talbot, SA12 6LF

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Circle Wealth Partners Ltd

Circle Wealth

Wealth Management

10 employeesInc. 2020Woking, SurreyCH 12860069

circlewealth.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does Circle Wealth Partners Ltd do?

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

Who does Circle Wealth Partners Ltd sell to?

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

Key contacts (2)

Kevin Mark Shaw

Director

Matthew David Stuart Parker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£3.1MEstimate

Founded

5 years ago

Since Sep 2020

Woking, Surrey

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

Chancery House, 30 St Johns Road

Woking, Surrey, GU21 7SA

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BPH Wealth Management LLP

BpH

Wealth Management

20 employeesInc. 2007Harpenden, HertsCH OC332832

bphwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets94 / 100

Cash58 / 100

Headcount66 / 100

What does BPH Wealth Management LLP do?

Provides independent financial advice and wealth management services, including investment planning, retirement and pension advice, and lifetime cashflow modelling. Supports clients with long‑term…

Who does BPH Wealth Management LLP sell to?

Serves private individuals and families seeking fee-based financial advice, particularly clients in London, the South East, East Anglia and the Midlands.

Key contacts (3)

Darren John Weeks

Llp Member

Michael Augustus Freedman

Llp Designated Member

Hannah Frances Freedman

Llp Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£628KEstimate

Founded

18 years ago

Since Nov 2007

Harpenden, Herts

Financial health

Financial Health

Healthy

Healthy · Growing, Hiring · 4% CAGR over 4y

GrowingHiring

Location

Oddstones House, Thompsons Close

Harpenden, Herts, AL5 4ES

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Kpw Investments LLP

KPW Investments

Wealth Management

14 employeesInc. 2019GlasgowCH SO306664

kpwinvestments.co.uk

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Financial sub-scores

Computed from 5 filings

Cash85 / 100

Headcount100 / 100

What does Kpw Investments LLP do?

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

Who does Kpw Investments LLP sell to?

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

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£3.2M

Founded

7 years ago

Since Mar 2019

Glasgow

Financial health

Financial Health

Strong

Strong · Hiring · 19% CAGR over 4y

Hiring

Location

7 Royal Crescent

Glasgow, G3 7SL

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Depledge Strategic Wealth Management Ltd

Depledge Strategic Wealth Management

Wealth Management

14 employeesInc. 2013ManchesterCH 08524954

depledgeswm.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount100 / 100

What does Depledge Strategic Wealth Management Ltd do?

Provides independent financial planning and wealth management services for professionals and families, including investment advice, retirement planning, protection planning, and guidance on managing…

Who does Depledge Strategic Wealth Management Ltd sell to?

Serves professionals, individuals and families seeking independent financial advice, including people planning for retirement, dealing with divorce or bereavement, or wanting greater financial…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£626KEstimate

Founded

13 years ago

Since May 2013

Manchester

Financial health

100

Financial Health

Strong

Strong · Growing, Hiring · 12% CAGR over 4y

GrowingHiring

Location

Warren Bruce Court Warren Bruce Road, Trafford Park

Manchester, M17 1LB

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HUMBOLDT FINANCIAL LIMITED

Humboldt Financial

Wealth Management

21 employeesInc. 2018LondonCH 11479520

humboldtfinancial.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

What does HUMBOLDT FINANCIAL LIMITED do?

Provides independent financial advice and planning services to individuals and employers, including pension and retirement planning, investment and portfolio management, tax and estate planning,…

Who does HUMBOLDT FINANCIAL LIMITED sell to?

Serves individuals, families, self-employed professionals, Ltd company owners, employees with equity awards, pre-retirees and retirees, alongside employers seeking financial guidance for staff.

Key contacts (1)

Francis Terence Gill

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

8 years ago

Since Jul 2018

London

Financial health

100

Financial Health

Strong

Location

Swan House, 33 Queen Street

London, EC4R 1AP

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ASHLEIGH COURT PRIVATE CLIENT WEALTH MANAGEMENT LTD

Ashleigh Court

Wealth Management

0 employeesInc. 2008CoventryCH 06724340

ashleighcourt.com

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Financial sub-scores

Computed from 5 filings

Net assets92 / 100

Cash100 / 100

Headcount0 / 100

What does ASHLEIGH COURT PRIVATE CLIENT WEALTH MANAGEMENT LTD do?

Provides personal financial planning and wealth management services, including investment advice, tax planning and mitigation strategies, retirement planning, wills and trust planning, and business…

Who does ASHLEIGH COURT PRIVATE CLIENT WEALTH MANAGEMENT LTD sell to?

Serves private individuals, business owners, successful professionals and corporate clients with personal wealth, tax, retirement, investment and business planning needs.

Key contacts (1)

Asvin Chauhan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£527.2KEstimate

Founded

17 years ago

Since Oct 2008

Coventry

Financial health

Financial Health

Healthy

Healthy · -60% CAGR over 5y

Location

Orchard Court Vi Binley Business Park, Harry Weston Road

Coventry, CV3 2TQ

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WORK LIFE WEALTH LIMITED

Work Life Wealth

Wealth Management

6 employeesInc. 2016BelfastCH NI640542

worklifewealth.com

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Financial sub-scores

Computed from 5 filings

Net assets93 / 100

Cash30 / 100

Headcount100 / 100

What does WORK LIFE WEALTH LIMITED do?

Provides financial planning and wealth management advice, including strategic financial planning, investment planning and mortgage advice. Works with individuals, business owners and high‑net‑worth…

Who does WORK LIFE WEALTH LIMITED sell to?

Serves private clients, particularly business owners and high-net-worth individuals, plus consumers with mortgage needs, who want support around personal wealth, lifestyle goals and long-term…

Key contacts (2)

Paula Clare Armstrong

Director

Craig Turkington

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£899.3KEstimate

Founded

9 years ago

Since Aug 2016

Belfast

Financial health

Financial Health

Healthy

Healthy · Hiring · 19% CAGR over 4y

Hiring

Location

1 Lanyon Quay

Belfast, BT1 3LG

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CLARITY INDEPENDENT FINANCIAL ADVISERS LIMITED

Clarity IFA

Wealth Management

9 employeesInc. 2006Edinburgh, MidlothianCH SC302467

clarityifa.com

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount59 / 100

What does CLARITY INDEPENDENT FINANCIAL ADVISERS LIMITED do?

Provides independent financial advice and planning services to individuals and families, including investment advice, wealth management, pension planning and transfers, savings guidance, protection…

Who does CLARITY INDEPENDENT FINANCIAL ADVISERS LIMITED sell to?

Serves individuals and families seeking financial advice, wealth management, pension guidance and inheritance tax planning, with an emphasis on clients in Edinburgh and throughout the UK.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£662.1KEstimate

Founded

20 years ago

Since May 2006

Edinburgh, Midlothian

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 3% CAGR over 4y

GrowingHiring

Location

2 Craigentinny Avenue

Edinburgh, Midlothian, EH7 6PX

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MJB Partners Ltd

MJB Partnership

Wealth Management

1 employeesInc. 2019Chobham, Woking, SurreyCH 12147146

mjbpartnership.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount40 / 100

What does MJB Partners Ltd do?

Provides independent financial advice to individuals on pensions, investments, retirement planning, inheritance tax planning, mortgages, equity release and personal protection. Offers consultation…

Who does MJB Partners Ltd sell to?

Serves private clients and households, particularly UK residents in Chichester and West Sussex, including investors, homeowners, retirees, and people planning pensions, inheritance, mortgages, equity…

Key contacts (1)

Mary Jessica Boulding

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£570.6KEstimate

Founded

6 years ago

Since Aug 2019

Chobham, Woking, Surrey

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 4y

Growing

Location

1 & 2 Studley Court, Guildford Road

Chobham, Woking, Surrey, GU24 8EB

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The Taylormade Financial Management Partnership LLP

TFM Llp

Wealth Management

4 employeesInc. 2007ChessingtonCH OC333392

tfmllp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets49 / 100

Cash72 / 100

Headcount40 / 100

What does The Taylormade Financial Management Partnership LLP do?

Provides independent financial advice and wealth management services, including retirement and investment planning, lifetime and inheritance tax planning, income planning, and business financial…

Who does The Taylormade Financial Management Partnership LLP sell to?

Serves individual clients seeking wealth management, retirement, investment, tax and inheritance planning, plus businesses needing protection and director-focused financial planning. Also sells to…

Key contacts (2)

Adrian Stuart Taylor

Llp Designated Member

Gregorie Simmonds

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£511.3K

Founded

18 years ago

Since Dec 2007

Chessington

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Radiant House 2 Davis Road, First Floor

Chessington, KT9 1TT

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Moore Kingston Smith Financial Advisers Limited

Moore Kingston Smith Financial Advisers

Wealth Management

29 employeesInc. 2011LondonCH 07694501

mooreks.co.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount100 / 100

What does Moore Kingston Smith Financial Advisers Limited do?

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

Who does Moore Kingston Smith Financial Advisers Limited sell to?

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

Key contacts (2)

Ian Robert George Thomas

Director

David Painter

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3M

Founded

15 years ago

Since Jul 2011

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 20% CAGR over 4y

Hiring

Location

6th Floor, 9 Appold Street

London, EC2A 2AP

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IP Wealth Management Limited

Finli

Wealth Management

35 employeesInc. 2012Milton Keynes, West YorkshireCH 08244150

finli.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount32 / 100

What does IP Wealth Management Limited do?

Provides personal financial planning and advisory services, including advice on savings and investments, pensions and retirement planning, estate planning, mortgages, and protection, developing…

Who does IP Wealth Management Limited sell to?

Serves individual consumers and families across the UK seeking personal financial planning, including people planning retirement, managing investments, arranging mortgages or protection, and…

Key contacts (1)

Darren Bedford

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£15MEstimate

Founded

13 years ago

Since Oct 2012

Milton Keynes, West Yorkshire

Financial health

Financial Health

Strong

Strong · -4% CAGR over 2y

Location

C/O Freeths Llp, 3rd Floor, Northgate House Northgate House, 450-500 Silbury Boulevard

Milton Keynes, West Yorkshire, MK9 2AD

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2,368 more companies and their verified directors are in the file

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How WordPress 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.

WordPress 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 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 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 WordPress 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 WordPress?

1,253 actively-trading UK wealth management companies run WordPress, detected via Firmbase's technology fingerprinting of their public websites joined with Companies House records. 19 of them report turnover above £5M in their most recent filed accounts.

What share of UK wealth management companies run WordPress?

WordPress accounts for 69.7% of UK wealth management companies with a detectable CMS (1,253 of 1,798), the most-detected CMS in the sector, ahead of Wix (6.2%) and Drupal (4.9%).

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

What size wealth management companies use WordPress in the UK?

The median WordPress-running wealth management company employs 5 people and reports roughly £324k in UK turnover. 19 of the cohort report turnover above £5M.

What do WordPress-running wealth management companies also run?

59.1% of WordPress-running UK wealth management companies also run Yoast SEO, 49.2% run Google Analytics, 40.5% run reCAPTCHA, 39.2% run Cloudflare. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 2,868 verified directors — names and roles — across these 1,253 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 2,418 companies as a spreadsheet.

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