Wealth Management Companies Using Yoast SEO in the UK: 741 Active Firms (2026)

Updated June 2026

Wealth management firms running website SEO tooling provide investment advice, portfolio management and financial planning across the UK.

For wealth managers, the profiled SEO plugin usually sits inside the public website rather than the advisory or portfolio-management stack. Its job is mundane but commercially relevant: page titles, indexation controls, structured snippets, XML sitemaps and editorial checks for adviser profiles, office pages and market commentary. Adoption tends to signal a firm with a maintained content operation, some agency or in-house marketing capacity, and a direct-channel posture for private clients, families, trustees and small institutions. The buying centre is normally marketing or operations, with compliance reviewing regulated copy before it reaches lead-capture forms.

Among UK wealth managers with detected SEO tooling, 741 actively trading firms run the profiled plugin. The employment footprint is visible for a narrower reporting group: total reported headcount is 1,567 across 124 firms. The system ranks first among detected SEO options in wealth management, with an 85.6% category share. Registered-office geography is spread rather than London-only: London accounts for 16.7% of the cohort, followed by the South East at 15.1%, the North West at 14.7%, the South West at 11.6% and the East of England at 9.4%.

Regulated financial-services distribution makes website search a governance issue as much as a marketing task. Adviser biographies, retirement guides, local office pages and investment commentary can all attract qualified enquiries, but they also create version-control and approval questions before publication. Privacy and consent processes sit close to the stack where enquiry forms, analytics scripts and spam controls are present. Supplier choice appears tied to the agency market around mainstream content-management systems: cheaper to maintain than custom publishing, but with periodic dependency on plugins, templates and outsourced technical support.

Adoption appears mature rather than experimental. Wealth managers already using this kind of search tooling are likely to focus on content governance, local visibility and clearer conversion routes, not wholesale platform change. Migration pressure tends to arise when firms rebuild websites, consolidate adviser brands or tighten controls around regulated copy. The cohort also looks exposed to bundling: broader publishing platforms and agency retainers can absorb functions that once justified standalone SEO configuration. Smaller practices may keep the plugin because it is familiar, while larger groups tend to standardise around whatever their central web team can govern.

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 Yoast SEO rises with company size across the trading UK wealth management companies in this cohort. 10.8% of the 5,347 companies with under 10 employees run Yoast SEO (578 detected). 34.2% of the 453 companies with 10–50 employees run Yoast SEO (155 detected). 35.7% of the 28 companies with over 50 employees run Yoast SEO (10 detected). That is a 24.9% gap between the over 50 employees and under 10 employees bands.

741

Active firms

2026

85.6%

Of detected SEO share

UK wealth management

Median headcount

Filed accounts

1,784

Verified directors

Across this cohort

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Key facts

About 1% of the trading cohort reports turnover above £5M (14 of 741 firms) — the rest sits below that revenue band.

4% of the cohort was incorporated since 2022 (35 firms), so a sizeable share is in its first few filing cycles.

Across 866 wealth management firms with an identifiable SEO system, this system accounts for 85.6% (741), versus 8.0% (69) and 5.0% (43) for the next two tools.

A shared content-management platform appears across 100.0% (741) of the cohort, so the SEO setup is closely tied to a common publishing stack.

Analytics and tag-management tooling appears on 56.5% (419) and 32.4% (240) of the cohort, respectively, suggesting measurement is common but not universal.

London and the South East account for 16.7% (124) and 15.1% (112) of the cohort, with the North West close behind at 14.7% (109).

Sector tags overlap with Insurance 27.3% (202) and Asset Management 16.6% (123), reflecting a cohort where advice, protection and portfolio services often sit together.

SEO market share among UK Wealth Management

Yoast SEO

Spotzer

Google XML Sitemaps

Share of the 866 UK Wealth Management with a detectable system. As of June 2026.

What else do Yoast SEO-running Wealth Management run?

Share of the 741 Yoast SEO-running UK companies where each technology was also detected. As of June 2026.

Where Yoast SEO 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

£330.1K

Median UK turnover

1.9%

Above £5M turnover

Incorporated since 2022

Verified directors — included in the file

Director names and roles for these 1,442 companies, alongside financials and websites, in one Excel + CSV file.

Top UK Wealth Management using Yoast SEO

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

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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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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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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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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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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First Wealth

Wealth ManagementAsset Management

0 employeesInc. 2018LondonCH 11343740

firstwealth.co.uk

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Financial sub-scores

Computed from 5 filings

Cash0 / 100

Headcount0 / 100

What does First Wealth do?

Provides financial planning and wealth management services to individuals, including investment management, tax planning, retirement and pension advice, cash flow modelling, and guidance on EIS,…

Who does First Wealth sell to?

Serves high-net-worth individuals, entrepreneurs from scaling to exit, senior professionals, and clients in sports and entertainment seeking personal wealth advice.

Key contacts (3)

Claire Louise Phillips

Director

Robert Matthew Caplan

Director

Anthony James Villis

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£287.9KEstimate

Founded

8 years ago

Since May 2018

London

Financial health

Financial Health

Distressed

Distressed · -66% CAGR over 4y

Financial distress

Location

16 Great Queen Street, Covent Garden

London, WC2B 5AH

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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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Lincoln Private Investment Office

Wealth ManagementAsset Management

14 employeesInc. 2013LondonCH OC389623

lpio.co.uk

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Financial sub-scores

Computed from 5 filings

Headcount100 / 100

What does Lincoln Private Investment Office do?

Provides wealth management and private investment office services, including discretionary portfolio management, advisory on alternative investments, and coordination of clients’ broader financial…

Who does Lincoln Private Investment Office sell to?

Serves high-net-worth individuals and families seeking personal wealth management, investment advice and wider private office support, with clients who want either delegated portfolio management or…

Key contacts (20)

Jonathan Douglas Hankin Steel

Llp Member

David Rodney Morant

Llp Member

Paul Edward Leech

Llp Member

Dominic Michael Freemantle

Llp Member

Hayley Boland

Llp Member

Philip Geoffrey Byrne

Llp Member

Jonathan Stephen Crane

Llp Member

Charles Zachary Curtis

Llp Member

Jonathan Matthew Foley

Llp Member

Louisa Berry

Llp Member

James Meiklejohn

Llp Member

Charles Wilson

Llp Member

Stephen Kattou

Llp Member

Jeremy Martin Buhlmann

Llp Member

Hamish Robert Muir MacKenzie

Llp Member

Jonathan Brett Lanceley

Llp Member

Benjamin James Stern

Llp Member

Edmund John Price

Llp Member

Christopher John Rowell

Llp Member

Anthony Charles Hervey

Llp Member

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£402.5KEstimate

Founded

12 years ago

Since Dec 2013

London

Financial health

100

Financial Health

Strong

Strong · Hiring · 18% CAGR over 4y

Hiring

Location

32 Grosvenor Gardens

London, SW1W 0DH

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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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Seven Street Wealth Ltd formerly t/a Chiene + Tait Financial Planning Ltd

Seven Street Wealth

Wealth Management

16 employeesInc. 2000EdinburghCH SC203271

7sw.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount73 / 100

What does Seven Street Wealth Ltd formerly t/a Chiene + Tait Financial Planning Ltd do?

Provides wealth management and financial planning services for individuals, families, companies and charities, including investment advice, portfolio management and financial planning to help clients…

Who does Seven Street Wealth Ltd formerly t/a Chiene + Tait Financial Planning Ltd sell to?

Serves UK-based consumers, including individuals and families, alongside corporate clients and charities that require regulated financial advice and wealth management support.

Key contacts (3)

Emily Dobson

Director

Mark Richard Dobson

Director

Gordon John Birrell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£392.6KEstimate

Founded

26 years ago

Since Jan 2000

Edinburgh

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 5% CAGR over 4y

GrowingHiring

Location

16 Alva Street

Edinburgh, EH2 4QG

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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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ISLANDBRIDGE CAPITAL LIMITED

Islandbridge

Wealth ManagementAsset Management

15 employeesInc. 2007LondonCH 06387449

ib-capital.com

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Financial sub-scores

Computed from 5 filings

Cash31 / 100

Headcount100 / 100

What does ISLANDBRIDGE CAPITAL LIMITED do?

Provides multi-family office and investment management services for families and entrepreneurs, including portfolio management, direct and fund investments, and integrated strategic financial advice.…

Who does ISLANDBRIDGE CAPITAL LIMITED sell to?

Serves wealthy families, successful entrepreneurs and sophisticated global investors, including FCA professional clients, eligible counterparties, US accredited investors and qualified purchasers.

Key contacts (1)

Andrew Nigel Harrison

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.3M

Founded

18 years ago

Since Oct 2007

London

Financial health

Financial Health

Healthy

Healthy · Hiring · 14% CAGR over 4y

Hiring

Location

18/19 Albemarle Street

London, W1S 4HR

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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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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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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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Aisa Financial Planning Limited

Aisa Financial Planning

Wealth Management

10 employeesInc. 1998DevizesCH 03621676

aisa.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets74 / 100

Cash99 / 100

Headcount40 / 100

What does Aisa Financial Planning Limited do?

Provides independent financial advice and portfolio management for individuals, including investment planning, pensions, retirement and inheritance tax planning, mortgages, and protection. Also…

Who does Aisa Financial Planning Limited sell to?

Serves individual consumers seeking personal financial advice, especially UK and overseas clients, expatriates, and higher-wealth individuals needing investment, pension, retirement, estate, mortgage…

Key contacts (1)

James Leonard Pearcy Caldwell

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£343.8KEstimate

Founded

27 years ago

Since Aug 1998

Devizes

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 4y

Growing

Location

Unit 5, The Grain Store, Manor Farm, Coate

Devizes, SN10 3LP

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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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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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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)

Naomi Keith

Llp Member

Kenneth Dean Hall

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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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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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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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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Rutherford Hughes Limited

Rutherford Hughes

Wealth Management

5 employeesInc. 2016Newcastle Upon TyneCH 10431722

rutherfordhughes.com

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Financial sub-scores

Computed from 5 filings

Net assets78 / 100

Cash100 / 100

Headcount40 / 100

What does Rutherford Hughes Limited do?

Provides independent financial advice and wealth management services, including wealth planning, investment management, cashflow and cash resource management, and family governance support for…

Who does Rutherford Hughes Limited sell to?

Serves UK-based private clients, families, business owners and entrepreneurs, including people managing family wealth, recent inheritances, retirement planning or cash resources.

Key contacts (1)

Peter Robert Rutherford

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£262.6KEstimate

Founded

9 years ago

Since Oct 2016

Newcastle Upon Tyne

Financial health

Financial Health

Healthy

Healthy · Growing · 0% CAGR over 4y

Growing

Location

Collingwood Buildings, 38 Collingwood Street

Newcastle Upon Tyne, NE1 1JF

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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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Clarity Wealth Management LLP

Clarity Wealth Management

Wealth Management

11 employeesInc. 2012Totnes, DevonCH OC371189

claritywm.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets95 / 100

Cash100 / 100

Headcount100 / 100

What does Clarity Wealth Management LLP do?

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

Who does Clarity Wealth Management LLP sell to?

Serves individuals and families, as well as business owners and commercial brands, seeking financial advice from advisers in Plymouth and nationwide.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£821.3KEstimate

Founded

14 years ago

Since Jan 2012

Totnes, Devon

Financial health

Financial Health

Strong

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

GrowingHiring

Location

Waterside House, The Plains

Totnes, Devon, TQ9 5DW

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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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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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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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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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BARWELLS INDEPENDENT FINANCIAL MANAGEMENT LIMITED

Barwells Wealth

Wealth Management

5 employeesInc. 2012Lewes, East SussexCH 07915410

barwells-wealth.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets89 / 100

Cash38 / 100

Headcount23 / 100

What does BARWELLS INDEPENDENT FINANCIAL MANAGEMENT LIMITED do?

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

Who does BARWELLS INDEPENDENT FINANCIAL MANAGEMENT LIMITED sell to?

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

Key contacts (2)

Lee Roger Waters

Director

Andrew Sean Woods

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£446.7KEstimate

Founded

14 years ago

Since Jan 2012

Lewes, East Sussex

Financial health

Financial Health

Stable

Stable · -9% CAGR over 2y

Location

1 Station Farm Barns Station Road, Glynde

Lewes, East Sussex, BN8 6EU

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SEDULO WEALTH MANAGEMENT LIMITED

Sedulo Wealth

Wealth Management

0 employeesInc. 2009ManchesterCH 06877449

sedulowealth.co.uk/meet-the-team

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount0 / 100

What does SEDULO WEALTH MANAGEMENT LIMITED do?

Provides financial planning and wealth management services, including investment advice, retirement planning, and financial guidance for individuals, families, and business owners seeking to…

Who does SEDULO WEALTH MANAGEMENT LIMITED sell to?

Serves individuals and families building or preserving wealth, including wealth creators and descendants, alongside entrepreneurs, business owners and people starting their own businesses.

Key contacts (3)

Jonathan Stuart Fisher

Director

Christy Morrison

Director

Paul Cheetham Karcz

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£302KEstimate

Founded

17 years ago

Since Apr 2009

Manchester

Financial health

Financial Health

Healthy

Healthy · -89% CAGR over 2y

Location

62 - 66 Deansgate

Manchester, M3 2EN

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Achieve Financial Planning Ltd

Achieve Financial Planning

Wealth Management

4 employeesInc. 2009Inverness, Inverness-shireCH SC367766

achievefp.com

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Financial sub-scores

Computed from 4 filings

Net assets87 / 100

Cash100 / 100

Headcount11 / 100

What does Achieve Financial Planning Ltd do?

Provides financial planning and advisory services for individuals and business owners, including retirement planning, investment strategy, wealth transfer and inheritance planning, and financial…

Who does Achieve Financial Planning Ltd sell to?

Serves individuals and families approaching or in retirement, people planning to pass on wealth, business owners, and professional advisers seeking support for clients.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£893.2KEstimate

Founded

16 years ago

Since Oct 2009

Inverness, Inverness-shire

Financial health

Financial Health

Healthy

Healthy · -13% CAGR over 3y

Location

62 Academy Street

Inverness, Inverness-Shire, IV1 1LP

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YOU ASSET MANAGEMENT LIMITED (FORMERLY BEAUFORT INVESTMENT MANAGEMENT LIMITED)

YOU Asset Management

Asset ManagementWealth Management

15 employeesInc. 2007Farnborough, SurreyCH 06150317

you-asset.co.uk

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Financial sub-scores

Computed from 3 filings

Profitability100 / 100

Net assets100 / 100

Cash100 / 100

Headcount14 / 100

What does YOU ASSET MANAGEMENT LIMITED (FORMERLY BEAUFORT INVESTMENT MANAGEMENT LIMITED) do?

Provides investment management services for private clients, trusts, charities and corporate bodies. Offers actively managed, income, ethical and passive model portfolios and multi-asset funds, with…

Who does YOU ASSET MANAGEMENT LIMITED (FORMERLY BEAUFORT INVESTMENT MANAGEMENT LIMITED) sell to?

Serves private clients, trusts, charities and corporate bodies seeking investment management, with portfolios for varying risk profiles and ethical or income needs.

Key contacts (2)

Steven Craig Poulton

Director

Derrick William Dunne

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4.7M

Founded

19 years ago

Since Mar 2007

Farnborough, Surrey

Financial health

Financial Health

Strong

Strong · Profitable · -15% CAGR over 2y

Profitable

Location

Brennan House, Farnborough Aerospace Centre Business Park

Farnborough, Surrey, GU14 6XR

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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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CLARION WEALTH PLANNING LIMITED

Clarion

Wealth Management

0 employeesInc. 2007Alderley Edge, CheshireCH 06372922

clarionwealth.co.uk

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Financial sub-scores

Computed from 2 filings

Net assets74 / 100

Cash45 / 100

Headcount30 / 100

What does CLARION WEALTH PLANNING LIMITED do?

Provides financial planning and investment management services, developing and monitoring long‑term financial plans for individuals and families, including business owners preparing to sell or exit…

Who does CLARION WEALTH PLANNING LIMITED sell to?

Serves successful individuals and families with complex financial situations, especially business owners planning to exit, sell, or capitalise their businesses.

Key contacts (4)

Alistair Cartwright

Director

John Graeme Eric Winstanley

Director

Matthew Neil Sherratt

Director

Keith Walton Thompson

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£4MEstimate

Founded

18 years ago

Since Sep 2007

Alderley Edge, Cheshire

Financial health

Financial Health

Stable

Stable · -10% CAGR over 1y

Location

Overbank, 52 London Road

Alderley Edge, Cheshire, SK9 7DZ

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Foresight Financial Planning Limited

Foresight Financial Planning

Wealth ManagementInsurance

14 employeesInc. 2000Exeter, DevonCH 04119450

foresight-ltd.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash100 / 100

Headcount77 / 100

What does Foresight Financial Planning Limited do?

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

Who does Foresight Financial Planning Limited sell to?

Serves individuals, families, homeowners and people approaching or in retirement, alongside business owners seeking financial planning support for exits, employee benefits and shareholder protection.

Key contacts (1)

James Peter Selman

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£999.8KEstimate

Founded

25 years ago

Since Dec 2000

Exeter, Devon

Financial health

Financial Health

Strong

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

GrowingHiring

Location

8 Southernhay West

Exeter, Devon, EX1 1JG

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CMS Wealth Ltd

CMS Wealth

Wealth Management

35 employeesInc. 2012Aynho, OxfordshireCH 08087381

cmswealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash39 / 100

Headcount54 / 100

What does CMS Wealth Ltd do?

Provides independent financial advice, including retirement planning, investment management, and financial planning. Advisers assess clients’ circumstances and recommend financial products from…

Who does CMS Wealth Ltd sell to?

Serves individuals and families across the UK seeking independent financial advice for retirement, investments and long-term financial planning, with some support for employers on corporate benefits.

Key contacts (1)

David Keith Marler

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£2.1MEstimate

Founded

14 years ago

Since May 2012

Aynho, Oxfordshire

Financial health

Financial Health

Healthy

Healthy · 2% CAGR over 4y

Location

Courtyard Office 3, Upper Aynho Grounds

Aynho, Oxfordshire, OX17 3AY

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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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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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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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Five Wealth Limited

Five Wealth

Wealth Management

0 employeesInc. 2016ManchesterCH 10240184

fivewealth.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash91 / 100

Headcount0 / 100

What does Five Wealth Limited do?

Provides wealth management and financial planning services for business owners and professionals, including investment advice and portfolio management, delivered as an appointed representative of an…

Who does Five Wealth Limited sell to?

Serves UK-based business owners and professionals as private clients, particularly entrepreneurs and working professionals managing personal, family and business-related financial affairs.

Key contacts (6)

Richard Gosling

Director

Elizabeth Colfer

Director

Amy Grace

Director

Jonathan Charles Partington

Director

Philip Henry Shaw

Director

Phillip Mark Dewhurst

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£3.6MEstimate

Founded

10 years ago

Since Jun 2016

Manchester

Financial health

Financial Health

Healthy

Healthy · -66% CAGR over 4y

Location

Level 8 Abc Building, 21-23 Quay Street

Manchester, M3 4AE

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STRATEGIC VISION WEALTH LIMITED

Strategic Vision Wealth Management

Wealth Management

8 employeesInc. 2009Kidlington, OxfordshireCH 06820917

svwm.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount61 / 100

What does STRATEGIC VISION WEALTH LIMITED do?

Provides independent financial advice and wealth management services including financial planning, pension and investment reviews, and advice for individuals, businesses, directors, medical…

Who does STRATEGIC VISION WEALTH LIMITED sell to?

Serves private clients, couples and families, plus business owners, directors, executives, medical professionals, trustees, attorneys, solicitors and accountants in Oxford and Oxfordshire.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£336.1KEstimate

Founded

17 years ago

Since Feb 2009

Kidlington, Oxfordshire

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 7% CAGR over 2y

GrowingHiring

Location

Clock Tower, 2 - 4 High Street

Kidlington, Oxfordshire, OX5 2DH

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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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COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LIMITED

Cockburn Lucas

Wealth Management

18 employeesInc. 1997ChorleyCH 03365186

cockburnlucas.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount35 / 100

What does COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LIMITED do?

Provides independent financial planning and advisory services to private clients, companies and family trusts, including investment advice, retirement and pension planning, tax planning, and…

Who does COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LIMITED sell to?

Serves private clients, family trusts and businesses across the East Midlands, including individuals navigating life events and organisations seeking financial planning support.

Key contacts (2)

Walter Simeon Angus Shaw

Director

Michael James Horseman

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£1.2MEstimate

Founded

29 years ago

Since May 1997

Chorley

Financial health

Financial Health

Strong

Strong · -3% CAGR over 2y

Location

Lancaster House Ackhurst Business Park, Foxhole Road

Chorley, PR7 1NY

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Brett Investment Limited

Brett Investment

Wealth Management

6 employeesInc. 2003Borders, RoxburghshireCH SC244273

brettinvestment.com

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Financial sub-scores

Computed from 3 filings

Net assets100 / 100

Cash100 / 100

Headcount26 / 100

What does Brett Investment Limited do?

Provides independent financial planning and investment advice for business owners and individuals, including cashflow forecasting, portfolio construction, pension and ISA planning, and tax‑efficient…

Who does Brett Investment Limited sell to?

Serves successful business owners aged 50+, especially owner-managers with pensions, ISAs and other investable assets, looking to organise personal wealth, retirement plans and tax affairs.

Key contacts (1)

Jeremy Simon Brett

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£313.2KEstimate

Founded

23 years ago

Since Feb 2003

Borders, Roxburghshire

Financial health

Financial Health

Healthy

Healthy · -7% CAGR over 2y

Location

5 St Dunstans Lane, Melrose

Borders, Roxburghshire, TD6 9RS

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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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IFP Associates Limited

IFP Associates

Wealth Management

9 employeesInc. 2006NorwichCH 05941451

ifpassociates.co.uk

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Financial sub-scores

Computed from 3 filings

Net assets89 / 100

Cash94 / 100

Headcount59 / 100

What does IFP Associates Limited do?

Provides independent financial planning and advisory services, including investment management, pension and retirement planning, inheritance tax and estate planning, and mortgage advice. Supports…

Who does IFP Associates Limited sell to?

Serves individual clients and households in and around Norwich, particularly people building wealth, planning retirement, managing inheritance or legacy goals, or moving up and down the property…

Key contacts (1)

Nicholas William Parker

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£386.9KEstimate

Founded

19 years ago

Since Sep 2006

Norwich

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 6% CAGR over 2y

GrowingHiring

Location

Henderson Business Centre, Ivy Road

Norwich, NR5 8BF

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MCALPINE BROWN SMYTH LTD

MBS Financial Planning

Wealth Management

8 employeesInc. 2019BelfastCH NI661742

mbsifp.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount100 / 100

What does MCALPINE BROWN SMYTH LTD do?

Provides independent financial planning and advisory services to individuals and business owners, including investment planning, retirement planning, estate and trust planning, and ongoing review and…

Who does MCALPINE BROWN SMYTH LTD sell to?

Serves individual clients, particularly high-net-worth people and SME business owners, seeking personal and corporate financial planning. Also works with trustees and reaches clients via professional…

Key contacts (4)

Liam Patrick Rice

Director

Paul John Taggart

Director

Jonathan Timothy McAlpine

Director

Alan James Smyth

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£360.5KEstimate

Founded

7 years ago

Since May 2019

Belfast

Financial health

100

Financial Health

Strong

Strong · Hiring · 28% CAGR over 4y

Hiring

Location

The Mount, 2 Woodstock Link

Belfast, BT6 8DD

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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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1,393 more companies and their verified directors are in the file

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How Yoast SEO 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.

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

UK Wealth Management by SEO

Wealth Management Companies Using RankMath SEO 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 Yoast SEO in the UK Wealth Management in the UK Wealth Management Companies in the UK

Frequently asked questions

How many UK wealth management companies use Yoast SEO?

741 actively-trading UK wealth management companies run Yoast SEO, detected via Firmbase's technology fingerprinting of their public websites joined with Companies House records. 14 of them report turnover above £5M in their most recent filed accounts.

What share of UK wealth management companies run Yoast SEO?

Yoast SEO accounts for 85.6% of UK wealth management companies with a detectable SEO (741 of 866), the most-detected SEO in the sector, ahead of RankMath SEO (8%) and All in One SEO (5%).

How is Yoast SEO 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 Yoast SEO 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 Yoast SEO with no website signature will not appear.

What size wealth management companies use Yoast SEO in the UK?

The median Yoast SEO-running wealth management company employs 5 people and reports roughly £330k in UK turnover. 14 of the cohort report turnover above £5M.

What do Yoast SEO-running wealth management companies also run?

56.5% of Yoast SEO-running UK wealth management companies also run Google Analytics, 45.7% run reCAPTCHA, 44.3% run Cloudflare, 33.9% run Contact Form 7. Stack combinations are a useful maturity signal when qualifying the cohort.

Can I get contact details for these companies?

The downloadable list includes 1,784 verified directors — names and roles — across these 741 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 1,442 companies as a spreadsheet.

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