Wealth Management Companies Using WP Engine in the UK: 181 Active Firms (2026)

Updated June 2026

Wealth managers running managed website hosting in the UK provide investment advice, portfolio administration and client reporting through public digital channels.

For adviser-led wealth firms, managed website hosting is usually a control point rather than a web-development preference. It keeps the client-facing site, content-management layer and hosting operations inside a maintained environment, which matters when marketing teams publish commentary, advisers rely on enquiry flows, and compliance staff need stable pages for review. Adoption tends to signal a firm with enough digital budget to pay for managed performance and security, but not necessarily a large in-house engineering function. The buying centre is typically marketing, operations and compliance together, with technology support involved when integrations, forms and analytics need governance.

UK adoption in this sector covers 181 actively trading wealth-management firms. Within the hosting used by the sector, this managed-hosting stack ranks first at 39.8% on a denominator of 455 sector firms, so it is a visible part of the sector’s public-web infrastructure rather than a marginal deployment. Reported employment across the cohort totals 1,410 people. The registered-region skew is concentrated but not wholly London-based: London accounts for 27.6% of adopters, followed by the North West at 16.6%, the South East at 12.2%, the South West at 10.5%, and the East of England at 8.8%.

Client-facing websites in wealth management sit close to regulated communications, even when they mainly carry service descriptions, market commentary and enquiry forms. Hosting procurement therefore tends to give unusual weight to change control, backup processes, administrator permissions, cookie governance and the handling of personal information submitted through forms. Marketing suppliers and external web agencies can remain involved after launch, which adds another layer of access management. The practical risk is less the hosting layer alone than the chain of content edits, tracking tags and form notifications around it.

Adoption appears likely to remain tied to practical maintenance pressure rather than a broad platform shift. Wealth managers with lean operations tend to prefer hosted arrangements that reduce patching work, while compliance-led review cycles make frequent redesigns less attractive. Migration decisions are likely to come from agency changes, security reviews, performance issues or a need to tidy analytics and consent tooling. Consolidation among website service providers may also matter, because many firms appear to buy the hosting layer as part of a wider retainer rather than as a standalone infrastructure choice.

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 WP Engine rises with company size across the trading UK wealth management companies in this cohort. 2.7% of the 5,347 companies with under 10 employees run WP Engine (143 detected). 7.9% of the 453 companies with 10–50 employees run WP Engine (36 detected). 14.3% of the 28 companies with over 50 employees run WP Engine (4 detected). That is a 11.6% gap between the over 50 employees and under 10 employees bands.

181

Active firms

2026

39.8%

Of detected Hosting share

UK wealth management

Median headcount

Filed accounts

429

Verified directors

Across this cohort

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Key facts

About 2% of the trading cohort reports turnover above £5M (5 of 181 firms) — the rest sits below that revenue band.

6% of the cohort was incorporated since 2022 (12 firms), so a sizeable share is in its first few filing cycles.

Among 455 wealth-management firms with a detectable hosting system, this managed-hosting setup accounts for 39.8% (181), ahead of the next two systems at 20.7% (94) and 19.8% (90).

London accounts for 27.6% (50) of the cohort, followed by the North West at 16.6% (30) and the South East at 12.2% (22).

Every firm in the cohort also runs the same content-management layer, while 86.2% (156) show a traffic-proxy or security layer.

Search and measurement tooling is common: 81.8% (148) show an SEO plugin and 70.2% (127) show analytics, with tag-management detected at 34.3% (62).

Sector overlap sits mainly around adjacent advice and administration markets: 24.3% (44) carry asset-management tags, 16.0% (29) insurance and 8.3% (15) real estate and property.

Hosting & PaaS market share among UK Wealth Management

WP Engine

Other / long tail

Share of the 455 UK Wealth Management with a detectable system. As of June 2026.

What else do WP Engine-running Wealth Management run?

Share of the 181 WP Engine-running UK companies where each technology was also detected. As of June 2026.

Where WP Engine Wealth Management are, and how healthy they look

By region

London

North West

South East

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

£335.8K

Median UK turnover

2.8%

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 329 companies, alongside financials and websites, in one Excel + CSV file.

Top UK Wealth Management using WP Engine

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

OCM Wealth Management Limited

OCM Wealth Management

Wealth ManagementAsset Management

37 employeesInc. 2004NorthamptonCH 05039809

ocmwealthmanagement.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets61 / 100

Cash41 / 100

Headcount69 / 100

What does OCM Wealth Management Limited do?

Provides wealth management and financial planning services, including investment and asset management, model portfolios, estate structuring advice, employee benefits consulting, and family office…

Who does OCM Wealth Management Limited sell to?

Serves a mix of individuals, wealthy families, corporate clients and employers, including businesses seeking employee benefits and clients with complex personal or family wealth needs.

Key contacts (3)

Charlotte Louise Lodge

Director

Margaret Louise Stather Lodge

Director

Jason Anthony Andrew Stather Lodge

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4MEstimate

Founded

22 years ago

Since Feb 2004

Northampton

Financial health

Financial Health

Stable

Stable · Hiring · 5% CAGR over 4y

Hiring

Location

St Clair House, Old Bedford Road

Northampton, NN4 7AA

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ASTUTE PRIVATE WEALTH LIMITED

Astute Private Wealth

Wealth Management

1 employeesInc. 2010Ewloe, FlintshireCH 07332110

astuteprivatewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount0 / 100

What does ASTUTE PRIVATE WEALTH LIMITED do?

Provides financial planning and investment management services, including retirement planning, portfolio management, and wealth structuring. Advises clients on investment strategies and financial…

Who does ASTUTE PRIVATE WEALTH LIMITED sell to?

Serves private individuals and families seeking financial planning and investment management, including clients planning retirement, managing wealth, or making long-term financial decisions.

Key contacts (1)

Richard Francis Brocklehurst

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.3MEstimate

Founded

15 years ago

Since Aug 2010

Ewloe, Flintshire

Financial health

Financial Health

Stable

Stable · -62% CAGR over 4y

Location

2nd Floor Vista Building, St David'S Park

Ewloe, Flintshire, CH5 3DT

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SUSTAINABLE GROUP LIMITED

The Sustainability Group

Wealth ManagementAsset Management

1 employeesInc. 1999CardiffCH 03854190

sustainabilitygroup.com/home

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount40 / 100

What does SUSTAINABLE GROUP LIMITED do?

Provides investment management and advisory services focused on sustainable investing. Constructs customised portfolios using stock selection, shareholder advocacy and direct impact investments, and…

Who does SUSTAINABLE GROUP LIMITED sell to?

Serves wealthy individuals and families seeking values-aligned investment management and long-term financial stewardship, including trustee relationships across generations.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£409.7KEstimate

Founded

26 years ago

Since Oct 1999

Cardiff

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

9 Drake Walk, Brigantine Place

Cardiff, CF10 4AN

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MORGAN AND ASSOCIATES LIMITED

Morgan Meighen & Associates

Wealth ManagementAsset Management

5 employeesInc. 2006Thame, OxfordshireCH 05944533

mmainvestments.com

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Financial sub-scores

Computed from 5 filings

Cash87 / 100

Headcount40 / 100

What does MORGAN AND ASSOCIATES LIMITED do?

Provides private wealth and investment management services, managing client portfolios and advising on asset allocation. Conducts top‑down and fundamental research to select securities and build…

Who does MORGAN AND ASSOCIATES LIMITED sell to?

Serves private wealth clients, individual investors and families seeking long-term portfolio management, with emphasis on clients wanting direct access to portfolio managers and tailored investment…

Key contacts (1)

Juliette Philippa Langlais

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£257.8KEstimate

Founded

19 years ago

Since Sep 2006

Thame, Oxfordshire

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

30 Upper High Street

Thame, Oxfordshire, OX9 3EZ

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BARON & GRANT INVESTMENT MANAGEMENT LTD

Baron & Grant

Asset ManagementWealth Management

4 employeesInc. 2019LondonCH 12161169

baronandgrant.com

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Financial sub-scores

Computed from 4 filings

Cash95 / 100

Headcount100 / 100

What does BARON & GRANT INVESTMENT MANAGEMENT LTD do?

Provides financial planning, investment advice and discretionary portfolio management, specialising in portfolios built around investment trusts and exchange‑traded funds. Serves individual…

Who does BARON & GRANT INVESTMENT MANAGEMENT LTD sell to?

Serves individual investors, UK-based financial advisers and intermediaries, companies, pension schemes, trusts and charities seeking financial planning, advice and discretionary investment…

Key contacts (2)

Thomas Poynton

Director

Christopher Iain Grant

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£484K

Founded

6 years ago

Since Aug 2019

London

Financial health

Financial Health

Strong

Strong · Hiring · 26% CAGR over 3y

Hiring

Location

66 Lincoln'S Inn Fields

London, WC2A 3LH

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Hundle

Wealth ManagementAsset Management

5 employeesInc. 2018LondonCH 11368910

hundle.co

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Financial sub-scores

Computed from 3 filings

Profitability100 / 100

Cash100 / 100

Headcount75 / 100

What does Hundle do?

Provides investment management, wealth structuring, investment consulting and credit services for private individuals, family offices and institutional investors, including portfolio management,…

Who does Hundle sell to?

Serves private individuals, family offices and institutional investors, covering both consumer wealth clients and professional investment buyers.

Key contacts (1)

Harinder Singh Paul Hundle

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£77.8KEstimate

Founded

8 years ago

Since May 2018

London

Financial health

Financial Health

Strong

Strong · Profitable, Hiring · 12% CAGR over 2y

ProfitableHiring

Location

27 Albemarle Street, Mayfair

London, W1S 4HZ

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Henwood Court Financial Planning Limited

Henwood Court

Wealth ManagementAsset Management

20 employeesInc. 2004Sutton Coldfield, West MidlandsCH 05280846

henwoodcourt.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets88 / 100

Cash96 / 100

Headcount40 / 100

What does Henwood Court Financial Planning Limited do?

Provides chartered financial planning and wealth management services. Advises business owners, executives and retirees on investment portfolios, tax planning, retirement planning and long‑term…

Who does Henwood Court Financial Planning Limited sell to?

Serves affluent individuals and families, including business owners, senior executives, professionals, and people approaching or already in retirement.

Key contacts (2)

Victoria Platt

Director

Nicholas Graham Bernard Platt

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.6MEstimate

Founded

21 years ago

Since Nov 2004

Sutton Coldfield, West Midlands

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 1y

Growing

Location

The Cruck Barn 20 Country Park View, Walmley

Sutton Coldfield, West Midlands, B76 1TE

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Porta Wealth Management LLP

Porta Partners

Wealth Management

25 employeesInc. 2013Lowfield Heath, CrawleyCH OC390116

portapartners.co.uk

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Financial sub-scores

Computed from 5 filings

Cash0 / 100

Headcount100 / 100

What does Porta Wealth Management LLP do?

Provides financial planning and wealth management services for individuals, including investment advice, portfolio management, retirement planning and financial protection. Advises clients on…

Who does Porta Wealth Management LLP sell to?

Serves individuals and families across London and the UK, with emphasis on City professionals, business owners, people receiving promotions, business-sale proceeds or inheritances, and those planning…

Key contacts (1)

George McCrossan

Llp Designated Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.7MEstimate

Founded

12 years ago

Since Dec 2013

Lowfield Heath, Crawley

Financial health

Financial Health

Stable

Stable · Hiring · 43% CAGR over 4y

Hiring

Location

South Point Church Road, Horley

Lowfield Heath, Crawley, RH11 0PR

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Gpfm

Wealth Management

14 employeesInc. 2001HertfordshireCH 04179541

gpfm.co.uk

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Financial sub-scores

Computed from 3 filings

Headcount77 / 100

What does Gpfm do?

Provides independent financial planning and advisory services to individuals and families, including retirement planning, investment management, inheritance planning, protection advice, and financial…

Who does Gpfm sell to?

Serves private individuals, families and business owners with retirement, inheritance, divorce, illness, dependants or business exit planning needs.

Key contacts (2)

Simon Robert Frost

Director

Scott Aaron Atkinson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£166.5KEstimate

Founded

25 years ago

Since Mar 2001

Hertfordshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 13% CAGR over 2y

Hiring

Location

6-7 Castle Gate, Castle Street, Hertford

Hertfordshire, SG14 1HD

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Cooper Parry Wealth

Wealth Management

5 employeesInc. 2001DerbyCH 04220777

cooperparrywealth.com

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What does Cooper Parry Wealth do?

Provides wealth management and financial planning services to individuals and families, including investment advice, pension planning, inheritance tax planning, life assurance, school fees planning,…

Who does Cooper Parry Wealth sell to?

Serves high-net-worth private clients and families, including business owners, founders, senior executives, professionals, private equity executives, trusts, retirees, female leaders and musicians.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£79.2KEstimate

Founded

25 years ago

Since May 2001

Derby

Location

Sky View Argosy Road, East Midlands Airport,, Castle Donington

Derby, DE74 2SA

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LINDLEY GROUP LIMITED

Lindley

Wealth ManagementAsset Management

Inc. 2001WarringtonCH 04339664

mattioliwoods.com/mattioli-woods-acquires-lindley-group-limited

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Financial sub-scores

Computed from 5 filings

Profitability100 / 100

Net assets54 / 100

Cash95 / 100

Headcount0 / 100

What does LINDLEY GROUP LIMITED do?

Provides personal financial planning and investment advice, employee benefits consultancy, and pension administration services. Acts as trustee and administrator for small self‑administered pension…

Who does LINDLEY GROUP LIMITED sell to?

Serves individuals and business owners seeking financial planning, investments and pensions, plus employers needing employee benefits consultancy and pension administration; also works with…

Key contacts (1)

George Alexander Newton Fletcher

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£250K

Founded

24 years ago

Since Dec 2001

Warrington

Financial health

Financial Health

Healthy

Healthy · Profitable

Profitable

Location

Chapel House Barn Pillmoss Lane, Lower Whitley

Warrington, WA4 4DW

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Chesterton House Financial Planning Ltd

Chesterton House

Wealth Management

48 employeesInc. 1987Loughborough, LeicestershireCH 02118345

chestertonhouse.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets36 / 100

Cash100 / 100

Headcount43 / 100

What does Chesterton House Financial Planning Ltd do?

Provides financial planning and advisory services for individuals and families, including retirement planning, inheritance tax and estate planning, family wealth planning, and advice following…

Who does Chesterton House Financial Planning Ltd sell to?

Serves private individuals, families and business owners with accumulated wealth, including people approaching retirement, receiving windfalls, managing inheritance plans, or selling/exiting a…

Key contacts (3)

Dawn Louise Hubbard

Director

Rachel Kitching

Director

Jonathan Nicholas Potter

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.5MEstimate

Founded

39 years ago

Since Apr 1987

Loughborough, Leicestershire

Financial health

Financial Health

Stable

Stable · 1% CAGR over 2y

Location

3 Rectory Place, Rectory Place

Loughborough, Leicestershire, LE11 1UW

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Blue Financial Group Limited

Blue Wealth

Wealth Management

6 employeesInc. 2011BristolCH 07603456

bluewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets77 / 100

Cash100 / 100

Headcount17 / 100

What does Blue Financial Group Limited do?

Provides independent financial planning services to individuals and families, including retirement planning, wealth management, financial modelling, pension advice, and strategies for tax‑efficient…

Who does Blue Financial Group Limited sell to?

Serves private clients, including high-earning professionals, business owners, people approaching retirement, retirees, and families looking to preserve and pass on wealth.

Key contacts (3)

Adrian James Thorley

Director

Daniel Christopher Britton

Director

Robert Paul Bowers

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£431KEstimate

Founded

15 years ago

Since Apr 2011

Bristol

Financial health

Financial Health

Healthy

Healthy · -7% CAGR over 4y

Location

141 Whiteladies Road

Bristol, BS8 2QB

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CLEAR CUT FINANCIAL PLANNING LIMITED

Clear CUT Financial Planning

Wealth Management

21 employeesInc. 2012Ledsham, CheshireCH 08116449

clearcutfp.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets16 / 100

Cash100 / 100

Headcount100 / 100

What does CLEAR CUT FINANCIAL PLANNING LIMITED do?

Provides personal financial planning and wealth management services including retirement and pension planning, investment advice, inheritance tax planning, and guidance for individuals and business…

Who does CLEAR CUT FINANCIAL PLANNING LIMITED sell to?

Serves individuals, families and business owners managing personal wealth, with audiences including retirees, women, families planning intergenerational wealth transfer, and people securing finances…

Key contacts (1)

Jane Elizabeth Gow

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£512.4KEstimate

Founded

14 years ago

Since Jun 2012

Ledsham, Cheshire

Financial health

Financial Health

Healthy

Healthy · Hiring · 13% CAGR over 4y

Hiring

Location

Longview House Inglewood Manor, Badgers Rake Lane

Ledsham, Cheshire, CH66 8PF

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Rowley Turton (I.F.A.) Limited

Rowley Turton Private Wealth Management

Wealth Management

14 employeesInc. 1996Leicester, LeicestershireCH 03145431

rowleyturton.com

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Financial sub-scores

Computed from 3 filings

Cash62 / 100

Headcount65 / 100

What does Rowley Turton (I.F.A.) Limited do?

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

Who does Rowley Turton (I.F.A.) Limited sell to?

Serves private individuals and couples, particularly people in Leicester who are planning for retirement, already retired, or recently bereaved and needing personal financial guidance.

Key contacts (2)

Scott Martin Gallacher

Director

Alan John Turton

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£547.5KEstimate

Founded

30 years ago

Since Jan 1996

Leicester, Leicestershire

Financial health

Financial Health

Healthy

Healthy · Hiring · 8% CAGR over 2y

Hiring

Location

Charnwood House Harcourt Way, Meridian Business Park

Leicester, Leicestershire, LE19 1WP

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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

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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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Sylvan Financial Management Ltd

Sylvan Financial Management

Wealth Management

12 employeesInc. 2020CheadleCH 12990055

sylvanfinancial.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets74 / 100

Cash100 / 100

Headcount100 / 100

What does Sylvan Financial Management Ltd do?

Provides independent financial planning and wealth management services, advising individuals and business owners on pensions, investments, retirement planning, tax‑efficient income extraction,…

Who does Sylvan Financial Management Ltd sell to?

Serves private individuals, couples and business owners seeking advice on pensions, investments, retirement, tax-efficient income extraction, inheritance and passing on wealth.

Key contacts (3)

Adrian George Joseph Edwards

Director

Elizabeth Jane Patrick

Director

Edward Thomas Henry Painter

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£397.2KEstimate

Founded

5 years ago

Since Nov 2020

Cheadle

Financial health

Financial Health

Strong

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

GrowingHiring

Location

5300 Lakeside

Cheadle, SK8 3GP

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RS ASSET INVESTMENTS LIMITED

RS Asset Management

Wealth ManagementAsset Management

8 employeesInc. 2021London, MiddlesexCH 13576575

rsassetmanagement.com

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Financial sub-scores

Computed from 2 filings

Cash82 / 100

Headcount83 / 100

What does RS ASSET INVESTMENTS LIMITED do?

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

Who does RS ASSET INVESTMENTS LIMITED sell to?

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

Key contacts (3)

Stefanie Rosen

Director

Mitchell Spanjer

Director

Sandra Spanjer

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

4 years ago

Since Aug 2021

London, Middlesex

Financial health

Financial Health

Strong

Strong · Hiring · 33% CAGR over 1y

Hiring

Location

55 Loudoun Road, St Johns Wood

London, Middlesex, NW8 0DL

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Positive Wealth Creation Ltd

Positive Wealth Creation

Wealth Management

8 employeesInc. 2003SomersetCH 04802683

pwcltd.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets60 / 100

Cash73 / 100

Headcount61 / 100

What does Positive Wealth Creation Ltd do?

Provides financial planning and wealth management services including retirement planning, pension advice, and investment guidance. Offers tailored financial plans for individuals building wealth or…

Who does Positive Wealth Creation Ltd sell to?

Serves private clients, including people approaching or in retirement, members of the judiciary with specialist pension needs, business owners and individuals building wealth.

Key contacts (2)

Alexander James Turco

Director

Jennifer Renee Turco

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£615.1KEstimate

Founded

23 years ago

Since Jun 2003

Somerset

Financial health

Financial Health

Healthy

Healthy · Hiring · 3% CAGR over 4y

Hiring

Location

55 Victoria Street, Burnham On Sea

Somerset, TA8 1AW

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TAURUS INVESTMENT ADVISORS LTD

Taurus Wealth

Wealth Management

2 employeesInc. 2016Ilford, EssexCH 10292316

tauruswealth.com

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Financial sub-scores

Computed from 5 filings

Net assets74 / 100

Cash0 / 100

Headcount11 / 100

What does TAURUS INVESTMENT ADVISORS LTD do?

Provides wealth management and investment advisory services for private and institutional clients, including portfolio management, asset allocation, wealth structuring, succession planning, and…

Who does TAURUS INVESTMENT ADVISORS LTD sell to?

Serves high-net-worth individuals, wealthy families, family offices, and institutional clients seeking private wealth and investment advisory support across global financial centres.

Key contacts (2)

Megha Raju Kothari

Director

Raju Kanubhai Kothari

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£306.5KEstimate

Founded

10 years ago

Since Jul 2016

Ilford, Essex

Financial health

Financial Health

Weak

Weak · -8% CAGR over 5y

Location

16 Merrivale Avenue

Ilford, Essex, IG4 5PQ

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IFA (North) LLP

Rosebridge

Wealth Management

10 employeesInc. 2008BuryCH OC340013

rosebridgeltd.com

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Financial sub-scores

Computed from 5 filings

Net assets70 / 100

Cash82 / 100

Headcount75 / 100

What does IFA (North) LLP do?

Provides financial planning and investment advisory services to individuals, business owners, charities and trusts. Offers retirement planning, wealth management, and mortgage advice, developing…

Who does IFA (North) LLP sell to?

Serves individuals approaching or in retirement, owner-managed businesses and business owners, plus charities and trusts, primarily across the North of England with national reach.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£434.4KEstimate

Founded

17 years ago

Since Sep 2008

Bury

Financial health

Financial Health

Healthy

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

GrowingHiring

Location

The Grants 11 Market Place, Ramsbottom

Bury, BL0 9AJ

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57 North Financial Planning Ltd

57 North Financial Planning

Wealth Management

13 employeesInc. 2022Braintree, EssexCH 14383254

57northfp.com

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash10 / 100

Headcount80 / 100

What does 57 North Financial Planning Ltd do?

Provides independent financial planning and wealth management advice. Services include retirement planning, investment portfolio guidance, tax‑efficient wealth structuring, and financial planning for…

Who does 57 North Financial Planning Ltd sell to?

Serves individuals nearing or in retirement, business owners planning exits or tax matters, and professional advisers such as accountants and solicitors seeking support for clients.

Key contacts (3)

Jake William Francis Bernardi

Director

Jill Catherine Bernardi

Director

Daniel George Murdoch

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£452.2KEstimate

Founded

3 years ago

Since Sep 2022

Braintree, Essex

Financial health

Financial Health

Healthy

Healthy · Hiring · 14% CAGR over 2y

Hiring

Location

1st Floor, 11 Freeport Office Village, Century Drive

Braintree, Essex, CM77 8YG

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HLSFM Limited

HarperLees Financial Planning

Wealth Management

11 employeesInc. 2004Ingatestone, EssexCH 05190721

harperlees.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets45 / 100

Headcount55 / 100

What does HLSFM Limited do?

Provides financial planning and wealth management advice for individuals, professionals and business owners, including retirement planning, investment strategies, later‑life planning, and support…

Who does HLSFM Limited sell to?

Serves individuals, families and business owners in the South East of England and beyond, including people approaching or in retirement, young professionals, those planning later-life care or…

Key contacts (2)

Stephanie McDonald

Director

Mark Ian MacLean

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£338.4KEstimate

Founded

22 years ago

Since Jul 2004

Ingatestone, Essex

Financial health

Financial Health

Stable

Stable · Hiring · 2% CAGR over 4y

Hiring

Location

4 Rays Farm Barns, Roman Road

Ingatestone, Essex, CM4 9EH

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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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Unity Wealth Management Limited

Unity Wealth Management

Wealth Management

9 employeesInc. 2007Fareham, HampshireCH 06250715

unitywealthmanagement.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash48 / 100

Headcount79 / 100

What does Unity Wealth Management Limited do?

Provides financial planning and wealth management services, advising individuals, couples, professionals and business owners on investments, retirement income planning, tax‑efficient strategies and…

Who does Unity Wealth Management Limited sell to?

Serves UK private clients, including professionals, business owners, individuals and couples planning for retirement, with emphasis on clients across Hampshire, Dorset and Sussex.

Key contacts (3)

Yvonne Bartlett

Director

Jacqueline Ann Matthews

Director

Greg John Simkin

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£455.8KEstimate

Founded

19 years ago

Since May 2007

Fareham, Hampshire

Financial health

Financial Health

Strong

Strong · Hiring · 6% CAGR over 4y

Hiring

Location

7 The Gardens

Fareham, Hampshire, PO16 8SS

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CHELTENHAM INDEPENDENT FINANCIAL ADVISERS LTD

Cheltenham Independent Financial Advisers

Wealth Management

18 employeesInc. 2007Cheltenham, GloucestershireCH 06308841

cheltenhamifa.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Cash100 / 100

Headcount59 / 100

What does CHELTENHAM INDEPENDENT FINANCIAL ADVISERS LTD do?

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

Who does CHELTENHAM INDEPENDENT FINANCIAL ADVISERS LTD sell to?

Serves individuals and families seeking personal financial advice, including people building wealth, approaching or in retirement, and planning to pass wealth to loved ones, with an emphasis on…

Key contacts (3)

Johan William Zethraeus

Director

Christian Lee Heeley

Director

Mark Jason Stanley

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£516.6KEstimate

Founded

19 years ago

Since Jul 2007

Cheltenham, Gloucestershire

Financial health

Financial Health

Strong

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

GrowingHiring

Location

5 Royal Crescent

Cheltenham, Gloucestershire, GL50 3DA

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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)

Annamaria Enrichetta Luisa Koerling

Director

Gregg James Dennis

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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Pure Financial Ltd

Pure Financial Advisors

Wealth ManagementAsset Management

10 employeesInc. 2017WynyardCH 10648312

purefinancial.com

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Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount100 / 100

What does Pure Financial Ltd do?

Provides fee-only financial planning and wealth management services, including retirement planning, tax planning, investment portfolio management, asset allocation, estate planning, and cash-flow…

Who does Pure Financial Ltd sell to?

Serves individual consumers and private wealth clients, particularly people nearing retirement, already retired, experiencing life changes, or seeking education-led financial guidance.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£453.9KEstimate

Founded

9 years ago

Since Mar 2017

Wynyard

Financial health

100

Financial Health

Strong

Strong · Hiring · 71% CAGR over 3y

Hiring

Location

Unit 3a Evolution, Wynyard Avenue, Wynyard

Wynyard, TS22 5TB

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Balance: Wealth Planning Limited

Balance: Wealth Planning

Wealth Management

23 employeesInc. 2013Nottingham, NottinghamshireCH 08552799

balancewealth.uk

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Financial sub-scores

Computed from 4 filings

Net assets66 / 100

Cash94 / 100

Headcount100 / 100

What does Balance: Wealth Planning Limited do?

Provides financial planning and advisory services to individuals and businesses, including investment portfolio management, retirement planning, inheritance planning, cash‑flow modelling, and tax…

Who does Balance: Wealth Planning Limited sell to?

Serves private individuals, couples and business owners in the UK—especially around Nottingham, Derby, Leicester and Lincoln—who are approaching or in retirement, selling a business, or receiving…

Key contacts (3)

Krupesh Kotecha

Director

Carolyn Helen Talkes-Nicholls

Director

Rebecca Elizabeth Aldridge

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£700.6KEstimate

Founded

13 years ago

Since Jun 2013

Nottingham, Nottinghamshire

Financial health

Financial Health

Strong

Strong · Hiring · 15% CAGR over 3y

Hiring

Location

The Point Loughborough Road, West Bridgford

Nottingham, Nottinghamshire, NG2 7QW

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MARGETTS WEALTH MANAGEMENT LIMITED

Margetts Wealth Management

Wealth Management

11 employeesInc. 2002Birmingham, West MidlandsCH 04458263

margettswealth.co.uk

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Financial sub-scores

Computed from 4 filings

Cash67 / 100

Headcount40 / 100

What does MARGETTS WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management services to individuals, families and business owners. Advises on investment strategies, retirement and income planning, tax and inheritance…

Who does MARGETTS WEALTH MANAGEMENT LIMITED sell to?

Serves B2C and small-business clients, including individuals, families and business owners seeking financial planning, wealth management, estate planning, income strategies and corporate succession…

Key contacts (1)

James Vickers

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£979.5KEstimate

Founded

24 years ago

Since Jun 2002

Birmingham, West Midlands

Financial health

Financial Health

Stable

Stable · 0% CAGR over 3y

Location

Office 1, 50-54 St Paul'S Square

Birmingham, West Midlands, B3 1QS

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Bluecoat Wealth Management Ltd

Bluecoat Wealth Management

Wealth Management

5 employeesInc. 2009Southwick, West SussexCH 06828686

bluecoatwm.com

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Financial sub-scores

Computed from 3 filings

Net assets93 / 100

Cash100 / 100

Headcount40 / 100

What does Bluecoat Wealth Management Ltd do?

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

Who does Bluecoat Wealth Management Ltd sell to?

Serves private clients, families and business owners, including working professionals, people nearing or in retirement, widowed or divorced individuals, lump-sum recipients, and those growing or…

Key contacts (2)

David Michael Langley

Director

Robin Nicholas Clarke

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£281.3KEstimate

Founded

17 years ago

Since Feb 2009

Southwick, West Sussex

Financial health

Financial Health

Strong

Strong · Growing · 0% CAGR over 2y

Growing

Location

11 Lady Bee Enterprise Centre, Albion Street

Southwick, West Sussex, BN42 4BW

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Ovation Finance Limited

Ovation

Wealth Management

14 employeesInc. 1999BristolCH 03830502

ovationfinance.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets46 / 100

Cash77 / 100

Headcount65 / 100

What does Ovation Finance Limited do?

Provides financial planning and wealth management services, including advice on pensions, investments, tax planning and retirement. Works with professionals and business owners to develop long‑term…

Who does Ovation Finance Limited sell to?

Serves individual clients, particularly busy professionals, business owners and people approaching retirement who need personal financial planning around lifestyle, family security and…

Key contacts (4)

Cheryl Lauren Audrey Frazer

Director

Thomas Frank Morris

Director

Adrian Beresford Kidd

Director

Chris David Budd

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£541.2KEstimate

Founded

26 years ago

Since Aug 1999

Bristol

Financial health

Financial Health

Stable

Stable · Hiring · 4% CAGR over 4y

Hiring

Location

Queen Square House Queen Square House, 18-21 Queen Square

Bristol, BS1 4NH

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CITYWIDE FINANCIAL PARTNERS LIMITED

Citywide Financial Partners

Wealth ManagementInsurance

19 employeesInc. 2003Leatherhead, SurreyCH 04868360

citywide.co.uk

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Financial sub-scores

Computed from 4 filings

Cash70 / 100

Headcount100 / 100

What does CITYWIDE FINANCIAL PARTNERS LIMITED do?

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

Who does CITYWIDE FINANCIAL PARTNERS LIMITED sell to?

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

Key contacts (1)

Clinton Graham Askew

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£132.5KEstimate

Founded

22 years ago

Since Aug 2003

Leatherhead, Surrey

Financial health

Financial Health

Strong

Strong · Hiring · 24% CAGR over 3y

Hiring

Location

Riverbridge House Guildford Road, Fetcham

Leatherhead, Surrey, KT22 9AD

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Bray Wealth Management Limited

Bray Wealth

Wealth Management

9 employeesInc. 2012Chobham, SurreyCH 07938560

braywealth.com

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Financial sub-scores

Computed from 5 filings

Net assets42 / 100

Cash63 / 100

Headcount59 / 100

What does Bray Wealth Management Limited do?

Provides financial planning and wealth management advice to individuals, including investment planning, retirement planning, estate and inheritance planning, and lifestyle financial planning,…

Who does Bray Wealth Management Limited sell to?

Serves private individuals and families with investable assets, retirement planning needs or estate planning concerns, rather than businesses or public-sector buyers.

Key contacts (2)

Nicky Wayne Swartout

Director

Lucie Bray

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£783.7KEstimate

Founded

14 years ago

Since Feb 2012

Chobham, Surrey

Financial health

Financial Health

Stable

Stable · Hiring · 3% CAGR over 4y

Hiring

Location

The Courtyard, 63-65 High Street

Chobham, Surrey, GU24 8AF

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GREY PARROT GROUP LTD

Grey Parrot

Wealth ManagementInsurance

6 employeesInc. 2021Witney, OxfordshireCH 13297390

grey-parrot.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Headcount100 / 100

What does GREY PARROT GROUP LTD do?

Provides financial planning and investment advice services. Offers evidence‑based investing using low‑cost passive funds, and advises individuals, business owners, companies and insurance brokers on…

Who does GREY PARROT GROUP LTD sell to?

Serves UK individuals, business owners, companies and insurance brokers seeking financial planning and investment guidance for themselves, employees or clients.

Key contacts (1)

Timothy Mottram

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£83.3KEstimate

Founded

5 years ago

Since Mar 2021

Witney, Oxfordshire

Financial health

100

Financial Health

Strong

Strong · Hiring · 44% CAGR over 3y

Hiring

Location

65a Newland Street, Eynsham

Witney, Oxfordshire, OX29 4LD

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FOUNDATION INVESTMENT MANAGEMENT LIMITED

Greystone Financial Services

Wealth Management

2 employeesInc. 2012Altrincham, CheshireCH 08107958

greystonefs.co.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Headcount40 / 100

What does FOUNDATION INVESTMENT MANAGEMENT LIMITED do?

Provides independent financial advice and wealth management services, including investment and financial planning, to individual, corporate, professional, medical and trustee clients. Regulated…

Who does FOUNDATION INVESTMENT MANAGEMENT LIMITED sell to?

Serves individuals and families, business owners, corporate clients, professional and medical clients, and trustees seeking regulated financial advice.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.1MEstimate

Founded

14 years ago

Since Jun 2012

Altrincham, Cheshire

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 2y

Location

Foundation House, Scott Drive

Altrincham, Cheshire, WA15 8AB

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FINANCIAL LIFESTYLE MANAGEMENT LIMITED

FLM

Wealth Management

1 employeesInc. 2002LondonCH 04426632

flmltd.com

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Financial sub-scores

Computed from 5 filings

Net assets29 / 100

Cash33 / 100

Headcount0 / 100

What does FINANCIAL LIFESTYLE MANAGEMENT LIMITED do?

Provides financial advisory and wealth management services, including investment planning, retirement planning, tax and inheritance planning, protection advice, and later‑life financial planning for…

Who does FINANCIAL LIFESTYLE MANAGEMENT LIMITED sell to?

Serves private clients, families and business owners, including clients in sports and entertainment, seeking advice on personal or business finances.

Key contacts (3)

Sally Smithson

Director

Alexander Paul Stone

Director

Michael Ronan Jewson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£6.9MEstimate

Founded

24 years ago

Since Apr 2002

London

Financial health

Financial Health

Weak

Weak · -69% CAGR over 4y

Location

Level 5a, Maple House, 149 Tottenham Court Road

London, W1T 7NF

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The Eternal Business Consultancy Ltd

Ovation Finance

Wealth Management

1 employeesInc. 2018BristolCH 11317464

ovationfinance.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

Cash100 / 100

Headcount40 / 100

What does The Eternal Business Consultancy Ltd do?

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

Who does The Eternal Business Consultancy Ltd sell to?

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

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£46.3KEstimate

Founded

8 years ago

Since Apr 2018

Bristol

Financial health

Financial Health

Stable

Stable · 0% CAGR over 4y

Location

Queen Square House, 18-21 Queen Square

Bristol, BS1 4NH

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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

Billy Lewis Ambler

Director

George David Agan

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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WALDEN CAPITAL LIMITED

Walden Capital

Wealth Management

12 employeesInc. 2007EssexCH 06458084

waldencapital.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets27 / 100

Cash100 / 100

Headcount83 / 100

What does WALDEN CAPITAL LIMITED do?

Provides financial advisory and wealth management services including investment portfolio management, retirement planning, pension transfer advice, equity release guidance, risk profiling, and…

Who does WALDEN CAPITAL LIMITED sell to?

Serves private individuals and households, mainly in Saffron Walden and Essex, including investors, people planning retirement, defined benefit pension holders, and homeowners considering equity…

Key contacts (1)

Stephen John Stirling

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£800.8KEstimate

Founded

18 years ago

Since Dec 2007

Essex

Financial health

Financial Health

Healthy

Healthy · Hiring · 10% CAGR over 3y

Hiring

Location

The Old Gun Rooms, 17 High, Street, Saffron Walden

Essex, CB10 1AT

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Wellesley Investment Management Limited

Wellesley

Wealth Management

46 employeesInc. 2008Tunbridge Wells, KentCH 06530147

wellesleywa.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets35 / 100

Cash35 / 100

Headcount58 / 100

What does Wellesley Investment Management Limited do?

Provides financial planning and wealth management advice to individuals and businesses, including investment planning, tax‑efficient investing, income protection and corporate financial advice,…

Who does Wellesley Investment Management Limited sell to?

Serves private individuals, families and corporate clients seeking wealth management and financial planning advice, with a client base principally in the South East of England.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£6.6MEstimate

Founded

18 years ago

Since Mar 2008

Tunbridge Wells, Kent

Financial health

Financial Health

Stable

Stable · Hiring · 6% CAGR over 2y

Hiring

Location

44 The Pantiles

Tunbridge Wells, Kent, TN2 5TN

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Bespoke Independent Financial Advisers Limited

Bespoke IFA

Wealth Management

14 employeesInc. 2013CrowthorneCH 08733808

bespokeifa.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets79 / 100

Cash99 / 100

Headcount40 / 100

What does Bespoke Independent Financial Advisers Limited do?

Provides independent financial planning and advisory services to individuals, including high earners and those approaching retirement. Offers guidance on wealth management, retirement planning, and…

Who does Bespoke Independent Financial Advisers Limited sell to?

Serves private individuals and families, particularly high earners, people approaching retirement and clients planning to pass down wealth.

Key contacts (2)

Liam Peter Walter

Director

Paul Grant Francis

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

12 years ago

Since Oct 2013

Crowthorne

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 2y

Growing

Location

Unit 5, Wellington Business Park, Duke'S Ride

Crowthorne, RG45 6LS

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Tweed Wealth Management Ltd

Tweed Wealth Management

Wealth ManagementInsurance

19 employeesInc. 2017EdinburghCH SC564880

tweedwealth.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets100 / 100

Cash100 / 100

Headcount77 / 100

What does Tweed Wealth Management Ltd do?

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

Who does Tweed Wealth Management Ltd sell to?

Serves individuals and families, business owners, professionals, and sports professionals seeking financial planning support, with clients highlighted in Edinburgh, Inverness and London.

Key contacts (2)

Alison Leslie Tweed

Director

Chris Tweed

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2MEstimate

Founded

9 years ago

Since May 2017

Edinburgh

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 27% CAGR over 1y

GrowingHiring

Location

Verdant, 2 Redheughs Rigg

Edinburgh, EH12 9DQ

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Permanent Wealth Partners Ltd

Permanent Wealth Partners

Wealth Management

7 employeesInc. 2013LondonCH 08640046

permanentwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount90 / 100

What does Permanent Wealth Partners Ltd do?

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

Who does Permanent Wealth Partners Ltd sell to?

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

Key contacts (2)

Adrian Warren Johnson

Director

Adam Glen Walkom

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£176KEstimate

Founded

12 years ago

Since Aug 2013

London

Financial health

Financial Health

Strong

Strong · Hiring · 7% CAGR over 5y

Hiring

Location

Barley Mow Workspace,, 10 Barley Mow Passage

London, W4 4PH

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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)

Giles Mark Pidcock

Director

Lewis Verlie Howes

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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Readymoney Investments Limited

RMI Independent Financial Advice

Wealth ManagementInsurance

7 employeesInc. 2009LondonCH 06899425

rmi-ifa.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Headcount100 / 100

What does Readymoney Investments Limited do?

Provides independent financial advice to individuals and business owners on pensions, investments, retirement planning, mortgages, inheritance tax planning and equity release, while offering ongoing…

Who does Readymoney Investments Limited sell to?

Serves UK individuals and businesses, including people planning retirement, high earners and wealth holders, sustainable investors, mortgage seekers, SME owners, and professional advisers such as…

Key contacts (2)

Bryony Ann Evans

Director

Anthony Paul Eason

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£253.2KEstimate

Founded

17 years ago

Since May 2009

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 24% CAGR over 4y

Hiring

Location

71-75 Shelton Street, Covent Garden

London, WC2H 9JQ

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Platinum Financial Planning Limited

Platinum Group

Wealth Management

18 employeesInc. 2012BelfastCH NI613564

platinumgroup.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets71 / 100

Cash100 / 100

Headcount79 / 100

What does Platinum Financial Planning Limited do?

Provides independent financial planning and wealth management advice to individuals and businesses. Services include retirement planning, investment planning, pensions, employee benefits advice, and…

Who does Platinum Financial Planning Limited sell to?

Serves individuals, businesses and partner organisations needing financial planning, including wealth builders, retirees from public and private sector careers, business owners exiting companies,…

Key contacts (1)

Jonathan Jordan Scott

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£511.3KEstimate

Founded

14 years ago

Since Jul 2012

Belfast

Financial health

Financial Health

Strong

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

GrowingHiring

Location

157 Upper Newtownards Road

Belfast, BT4 3HX

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CARTER DAWES IFA SOLUTIONS LTD

CarterDawes

Wealth ManagementInsurance

8 employeesInc. 2002Honiton, DevonCH 04610768

carterdawes.com

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Financial sub-scores

Computed from 5 filings

Net assets69 / 100

Cash100 / 100

Headcount83 / 100

What does CARTER DAWES IFA SOLUTIONS LTD do?

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

Who does CARTER DAWES IFA SOLUTIONS LTD sell to?

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

Key contacts (2)

James Michael Dawes

Director

Michael George Dawes

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£678.3KEstimate

Founded

23 years ago

Since Dec 2002

Honiton, Devon

Financial health

Financial Health

Strong

Strong · Hiring · 7% CAGR over 4y

Hiring

Location

Montana House, 130 High Street

Honiton, Devon, EX14 1JP

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Britannic Place Holdings Limited

Britannic Place

Wealth Management

2 employeesInc. 2021WorcesterCH 13232630

britannicplace.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

What does Britannic Place Holdings Limited do?

Provides chartered financial planning and advice to individuals, focusing on retirement planning, investment management, and long‑term financial planning. Supports clients before, at, and during…

Who does Britannic Place Holdings Limited sell to?

Serves individual clients seeking financial planning before, at, or during retirement, particularly people wanting guidance on retirement options, investment decisions, and long-term financial…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£53.1KEstimate

Founded

5 years ago

Since Feb 2021

Worcester

Financial health

100

Financial Health

Strong

Strong · 0% CAGR over 3y

Location

20 Camp Hill Road

Worcester, WR5 2HE

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279 more companies and their verified directors are in the file

You’re seeing the top 50. Buy the list to get all 329 with directors, websites and financials.

How WP Engine 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.

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

UK Wealth Management by Hosting & PaaS

Wealth Management Companies Using Amazon Web Services in the UK Wealth Management Companies Using Kinsta in the UK Wealth Management Companies Using SiteGround in the UK Wealth Management Companies Using Amazon S3 in the UK Wealth Management Companies Using Microsoft Azure in the UK

Other Wealth Management technology

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

Related directories

Companies Using WP Engine in the UK Wealth Management in the UK Wealth Management Companies in the UK Hosting & PaaS Used by UK Wealth Management Companies: Market Share (2026)

Frequently asked questions

How many UK wealth management companies use WP Engine?

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

What share of UK wealth management companies run WP Engine?

WP Engine accounts for 39.8% of UK wealth management companies with a detectable Hosting & PaaS (181 of 455), the most-detected Hosting & PaaS in the sector, ahead of Kinsta (20.7%) and SiteGround (19.8%).

How is WP Engine 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 WP Engine 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 WP Engine with no website signature will not appear.

What size wealth management companies use WP Engine in the UK?

The median WP Engine-running wealth management company employs 5 people and reports roughly £336k in UK turnover. 5 of the cohort report turnover above £5M.

What do WP Engine-running wealth management companies also run?

86.2% of WP Engine-running UK wealth management companies also run Cloudflare, 81.8% run Yoast SEO, 70.2% run Google Analytics, 62.4% run reCAPTCHA. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 429 verified directors — names and roles — across these 181 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 329 companies as a spreadsheet.

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