Financial Services Companies in South West England

637 active financial services businesses in South West England. Average age: 12.1 years.

637

Total

12.1

Avg Age (yrs)

Accts Overdue

With Charges

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⚠️ Compliance flags are based on the Companies House data snapshot dated 2 March 2026. A company may have since filed. Always verify on Companies House before relying on these flags.

Page 1 of 4 · Companies 1–200 of 637

Company	Town	Incorporated	Age	Size	Flags
Rarbla World Finance Ltd 16156869	Bath BA1 1SN	31 Dec 2024	1.3y	Small (Total Exemption Full)	Clean ✓
Belvidere Knighton Limited 09154858	Sidmouth EX10 9EJ	31 Jul 2014	11.7y	Micro Entity	Clean ✓
Funding Solutions Direct Limited 09519305	Bournemouth BH2 5QJ	31 Mar 2015	11y	Micro Entity	Accts ⚠️1 charge
Clearwater Financial Planning Ltd 05764001	Kingsbridge TQ7 1NY	31 Mar 2006	20y	Small (Total Exemption Full)	1 charge
Arewapay Ltd 15455477	Bristol BS9 3BY	31 Jan 2024	2.2y	Dormant	Dormant
Pg Legal Services Limited Prev: P & G ESTATE PLANNING SERVICES LTD 06489559	Bath BA3 2DA	31 Jan 2008	18.2y	Micro Entity	Clean ✓
Sky Wealth Management Limited 11649598	Bristol BS16 1EJ	30 Oct 2018	7.4y	Micro Entity	Clean ✓
Mrcbf Nominees Limited Prev: MRCBF LIMITED 13654804	Watchet TA23 0RG	30 Sept 2021	4.5y	Micro Entity	Clean ✓
Richard Swan Consulting Limited 08711276	Cheltenham GL51 3AH	30 Sept 2013	12.5y	Micro Entity	2 charges2 satisfied
L V Nicholas Financial Planning Limited 07793928	Bristol BS9 1SR	30 Sept 2011	14.5y	Small (Total Exemption Full)	Clean ✓
Voxlut Money Hub Ltd 16682930	Bournemouth BH1 3DS	30 Aug 2025	0.6y	NO ACCOUNTS FILED	Clean ✓
Retter Mortgage Solutions Ltd 14323001	Bournemouth BH8 8ND	30 Aug 2022	3.6y	Dormant	Accts ⚠️Dormant
P K Northmore Ltd 10351280	Plymouth PL6 7TQ	30 Aug 2016	9.6y	Small (Total Exemption Full)	Clean ✓
Worth Financial Planning Limited 16616295	Wells BA5 1LW	30 Jul 2025	0.7y	NO ACCOUNTS FILED	Clean ✓
City Financial Planning (Exeter) Limited Prev: QUEENSGATE FINANCIAL ADVISERS LIMITED 03606716	Bath BA1 2ED	30 Jul 1998	27.7y	AUDIT EXEMPTION SUBSIDIARY	3 charges3 satisfied
Wilson Cook Commercial Ltd 13485752	Gloucester GL3 3RS	30 Jun 2021	4.8y	Small (Total Exemption Full)	Accts ⚠️
Pure Lending Services Limited 12025019	Poole BH15 3TB	30 May 2019	6.9y	Micro Entity	Accts ⚠️ConfStmt ⚠️
Minic Limited 10793736	Taunton TA1 2PX	30 May 2017	8.8y	Dormant	Dormant1 charge
Adviceon... Ltd 02024350	Stroud GL5 5DB	30 May 1986	39.8y	Small (Total Exemption Full)	Clean ✓
Debt Settlement Limited 16422574	Poole BH16 6FA	30 Apr 2025	0.9y	NO ACCOUNTS FILED	Clean ✓
Trustee Advice Centre Limited 09018135	Bristol BS15 3PY	30 Apr 2014	11.9y	Micro Entity	Clean ✓
Oval Trustees Limited Prev: BLAND BANKART TRUSTEES LIMITED 02711042	Salisbury SP1 2BP	30 Apr 1992	33.9y	Dormant	Dormant48 charges6 satisfied
Carter Robinson Limited 10698384	Taunton TA1 4HN	30 Mar 2017	9y	Micro Entity	Clean ✓
Pensions Partnership Ssas Trustees Limited Prev: CHURCH HOUSE SSAS TRUSTEES LIMITED 05762695	Salisbury SP1 2BP	30 Mar 2006	20y	Dormant	Dormant58 charges33 satisfied
Clark Financial Services Limited 05408011	New Milton BH25 6SJ	30 Mar 2005	21y	Small (Total Exemption Full)	Clean ✓
Brubeck Limited 05030549	Cirencester GL7 2PP	30 Jan 2004	22.2y	Micro Entity	Clean ✓
Abcd Property Finance Ltd 16933553	Bristol BS9 3BY	29 Dec 2025	0.3y	NO ACCOUNTS FILED	Clean ✓
Taylor & Co Financial Limited 13820061	Yeovil BA22 8FH	29 Dec 2021	4.3y	Micro Entity	Clean ✓
Rch Capital Limited 14513590	Cheltenham GL50 3AT	29 Nov 2022	3.3y	Small	Clean ✓
Sps Trustees Ltd Prev: CURTIS BANKS PENSION SERVICES LIMITED 08312411	Salisbury SP1 2BP	29 Nov 2012	13.3y	Dormant	Dormant16 charges2 satisfied
Tor Finance Ltd 06013488	Plymouth PL7 2JJ	29 Nov 2006	19.3y	Micro Entity	2 charges
3Z Money Ltd 16817288	Poole BH16 6FA	29 Oct 2025	0.4y	NO ACCOUNTS FILED	Clean ✓
Ackland Wills & Estate Planning Ltd 13711038	Bristol BS16 3DY	29 Oct 2021	4.4y	Small (Total Exemption Full)	Clean ✓
Alliance Global Banco Ltd 14385302	Bristol BS9 3BY	29 Sept 2022	3.5y	Micro Entity	Accts ⚠️
Measured Wealth Management Ltd 16681914	Cheltenham GL50 3DA	29 Aug 2025	0.6y	NO ACCOUNTS FILED	Clean ✓
Talon Investment Consultancy Ltd 16681580	Bristol BS9 4NX	29 Aug 2025	0.6y	NO ACCOUNTS FILED	Clean ✓
Blue Fox Wealth Management Limited 09194972	Yeovil BA22 8RN	29 Aug 2014	11.6y	Micro Entity	Clean ✓
Nucleus Financial Limited Prev: NUCLEUS FINANCIAL PLC 05522098	Salisbury SP1 2BP	29 Jul 2005	20.7y	Large (Full)	2 charges
Vector Consulting Associates Ltd 14970426	Plymouth PL3 5AQ	29 Jun 2023	2.8y	Small (Total Exemption Full)	Clean ✓
Laura Dobbin Mortgage Broker Limited 11440954	Torquay TQ2 7QN	29 Jun 2018	7.8y	Micro Entity	Clean ✓
Write Wills For You Limited 10257243	Stonehouse GL10 2LW	29 Jun 2016	9.8y	Small (Total Exemption Full)	Clean ✓
Ironsides Protector Limited 08086453	Bristol BS2 0ZX	29 May 2012	13.9y	Dormant	Dormant
Avon Investment Strategies Ltd 16416989	Tewkesbury GL20 8DN	29 Apr 2025	0.9y	NO ACCOUNTS FILED	Clean ✓
Scott Dodgson Limited 11969309	Newton Abbot TQ12 2EU	29 Apr 2019	6.9y	Micro Entity	Clean ✓
Watson & Company (Bristol) Commercial Ltd 14766427	Bristol BS8 2QN	29 Mar 2023	3y	Small (Total Exemption Full)	Clean ✓
Dwr Financial Planning Limited 10697021	Radstock BA3 5AL	29 Mar 2017	9y	Small (Total Exemption Full)	Clean ✓
Pascall & Associates Ltd 10086885	Broadstone BH18 8AT	29 Mar 2016	10y	Micro Entity	Clean ✓
The Pensions Partnership Ltd Prev: THE PENSIONS PARTNERSHIP 2016 LIMITED 10086423	Salisbury SP1 2BP	29 Mar 2016	10y	AUDIT EXEMPTION SUBSIDIARY	Clean ✓
Belgrave Asset Management Ltd 03936094	Bath BA1 1HX	29 Feb 2000	26.1y	Small (Total Exemption Full)	ConfStmt ⚠️
Grange Wealth Ltd 11175257	Poole BH17 0UJ	29 Jan 2018	8.2y	Dormant	ConfStmt ⚠️Dormant
Eastgate Financial Services (Exeter) Limited 05662934	Exeter EX2 5AZ	28 Dec 2005	20.3y	Micro Entity	Clean ✓
Giraffe Equity Release Ltd 11086881	Truro TR4 9LF	28 Nov 2017	8.4y	Small (Total Exemption Full)	Clean ✓
Goss Partners Limited 06735403	Torquay TQ2 7QN	28 Oct 2008	17.4y	Small (Total Exemption Full)	ConfStmt ⚠️
Pecunia Veritas Ltd 09797032	Bristol BS8 1HB	28 Sept 2015	10.5y	Micro Entity	Clean ✓
Simon Karande Ltd 07790634	St Austell PL26 8LG	28 Sept 2011	14.5y	Small (Total Exemption Full)	Clean ✓
Rprb Ltd. Prev: ROCKET DONKEY LIMITED 07721660	Newquay TR7 3EJ	28 Jul 2011	14.7y	Micro Entity	Accts ⚠️
Just Us Po Ltd 14967003	Plymouth PL2 3BZ	28 Jun 2023	2.8y	Micro Entity	Accts ⚠️
Positive Independent Financial Planning Limited Prev: POSITIVE SOLUTIONS INDEPENDENT FINANCIAL PLANNING LIMITED 05492767	Stoke Bishop BS9 1LF	28 Jun 2005	20.8y	Micro Entity	Clean ✓
S & E Solutions Limited 05493046	Plymouth PL7 4QG	28 Jun 2005	20.8y	Small (Total Exemption Full)	Accts ⚠️ConfStmt ⚠️
Jh Wealth Limited 10745736	Wimborne BH21 2SE	28 Apr 2017	8.9y	Micro Entity	Clean ✓
Ashlea Financial Planning Limited 05439258	Cheltenham GL50 1NW	28 Apr 2005	20.9y	Small (Total Exemption Full)	Clean ✓
Axeus Consulting Limited 10695712	Bridgwater TA7 8PF	28 Mar 2017	9y	Micro Entity	Clean ✓
Suitable Financial Planning Ltd Prev: SUITABLE LIFE PLANNING LTD 10693518	Broadstone BH18 8BQ	28 Mar 2017	9y	Dormant	Dormant
Secco Capital Limited Prev: SECO CAPITAL ADVISERS LIMITED 15529987	Bath BA1 5BT	28 Feb 2024	2.1y	Micro Entity	Clean ✓
Automotive Online Ltd 07968386	Bournemouth BH1 1BZ	28 Feb 2012	14.1y	Small (Total Exemption Full)	Accts ⚠️ConfStmt ⚠️
Private Client & Wealth Management Connections Ltd 13164503	Gillingham SP8 4EF	28 Jan 2021	5.2y	Small (Total Exemption Full)	Clean ✓
Elite-Wealth Management Uk Ltd 06804590	Penzance TR18 4GH	28 Jan 2009	17.2y	Small (Total Exemption Full)	Clean ✓
Crescent Trustees Limited 03915165	Salisbury SP1 2BP	28 Jan 2000	26.2y	Dormant	Dormant462 charges349 satisfied
Wessex Water Services Finance Plc 03704265	Down, Bath BA2 7WW	28 Jan 1999	27.2y	Large (Full)	Clean ✓
Lampiers Financial Planning Limited 02094288	Bristol BS6 6JP	28 Jan 1987	39.2y	Small (Total Exemption Full)	Clean ✓
House Financial Ltd 16879049	Gloucester GL4 6RL	27 Nov 2025	0.4y	NO ACCOUNTS FILED	Clean ✓
Brooks Financial Planning Limited Prev: BROOKS F P LIMITED 11698410	Truro TR4 9LF	27 Nov 2018	7.4y	UNAUDITED ABRIDGED	Clean ✓
Seaforth International Limited 03866604	Cheltenham GL52 2NW	27 Oct 1999	26.4y	Small (Total Exemption Full)	ConfStmt ⚠️
Sdc Trustee Limited 16673733	Salisbury SP1 1BA	27 Aug 2025	0.6y	NO ACCOUNTS FILED	Clean ✓
Grey & Family Ltd 13533691	Okehampton EX20 1BG	27 Jul 2021	4.7y	Small (Total Exemption Full)	Clean ✓
Shepherd Financial Research Limited 16547659	New Milton BH25 6BZ	27 Jun 2025	0.8y	NO ACCOUNTS FILED	Clean ✓
Peter Davies Mortgage Advisers (Sw) Limited 10837676	Torquay TQ2 7QN	27 Jun 2017	8.8y	Micro Entity	Clean ✓
Clearwater Financial Limited 05437119	Exeter EX1 1JG	27 Apr 2005	20.9y	Small (Total Exemption Full)	Clean ✓
Eneff Consultancy Limited 06187899	Bristol BS16 7TA	27 Mar 2007	19y	Micro Entity	Accts ⚠️ConfStmt ⚠️
Rw Wealth Partners Limited 17059800	Stonehouse GL10 3UT	27 Feb 2026	0.1y	NO ACCOUNTS FILED	Clean ✓
Bob Burch Financial Planning Ltd Prev: BOB BURCH LTD 09461766	Newton Abbot TQ12 6JF	27 Feb 2015	11.1y	Small (Total Exemption Full)	ConfStmt ⚠️
Southern Right Capital Partners Limited Prev: EMPIRIC MANAGED CAPITAL ADVISORS LIMITED 09462806	Cirencester GL7 2NP	27 Feb 2015	11.1y	Small (Total Exemption Full)	Clean ✓
Green And Ethical Money Limited 08422443	Clevedon BS21 6UW	27 Feb 2013	13.1y	Dormant	ConfStmt ⚠️Dormant
Green And Ethical Money Management Limited 08421166	Clevedon BS21 6UW	27 Feb 2013	13.1y	Dormant	ConfStmt ⚠️Dormant
Thamesmead Consultancy Services Limited 03325109	Broadstone BH18 9LE	27 Feb 1997	29.1y	Dormant	ConfStmt ⚠️Dormant
Mytribe Health Limited Prev: MYTRIBE MONEY LIMITED 13877035	Bournemouth BH2 5QJ	27 Jan 2022	4.2y	Small (Total Exemption Full)	Clean ✓
Baggette & Company Wealth Management Limited Prev: BAGGETTE & CO WEALTH MANAGEMENT LIMITED 07138035	Poole BH15 2BX	27 Jan 2010	16.2y	Small (Total Exemption Full)	1 charge
Huw Watts Independent Financial Planning Limited 04648936	N Somerset BS21 7NN	27 Jan 2003	23.2y	Micro Entity	Clean ✓
Key To Mortgages Limited 13768244	Bournemouth BH9 1TZ	26 Nov 2021	4.4y	Small (Total Exemption Full)	Clean ✓
Clarke Robinson & Co Ltd 05603733	Bristol BS20 6AW	26 Oct 2005	20.4y	Small (Total Exemption Full)	Clean ✓
Charlwood Leigh Limited 02436806	Cheltenham GL50 3SH	26 Oct 1989	36.4y	Small (Total Exemption Full)	1 charge
Mermaid Mortgages Ltd 14375537	Paignton TQ3 1AG	26 Sept 2022	3.5y	Micro Entity	Clean ✓
Capital Gateway Ltd 16671404	Cheltenham GL51 3RB	26 Aug 2025	0.6y	NO ACCOUNTS FILED	Clean ✓
Fortura Financial Partners Limited Prev: TIVOLI PRIVATE CLIENTS LIMITED 14320641	Cirencester, Gloucestershire GL7 1FP	26 Aug 2022	3.6y	AUDIT EXEMPTION SUBSIDIARY	Clean ✓
Ocean Financial Services Limited 03084531	Bristol BS8 2RY	26 Jul 1995	30.7y	AUDIT EXEMPTION SUBSIDIARY	1 charge1 satisfied
Triple Z Financial Ltd 15804214	Bristol BS16 2EZ	26 Jun 2024	1.8y	Micro Entity	Clean ✓
Gilbert Stephens Financial Services Limited Prev: GILBERT STEPHENS SOLICITORS EXETER LIMITED 04812616	Devon EX1 1QE	26 Jun 2003	22.8y	Small (Total Exemption Full)	Clean ✓
Signal Financial Services Limited 05830209	Paignton TQ4 7SB	26 May 2006	19.9y	Small (Total Exemption Full)	Clean ✓
Hudson Rose Services Cheltenham Ltd 14069268	Stroud GL6 0AA	26 Apr 2022	3.9y	Dormant	Dormant
Britax Childcare Pensions Trust Limited 05796904	Andover SP10 4DU	26 Apr 2006	19.9y	Micro Entity	Clean ✓
Investment And Tax Advisory Services Limited Prev: WILCOX YOUNG PARTNERSHIP LIMITED 04206455	Dorchester DT1 1BY	26 Apr 2001	24.9y	Small (Total Exemption Full)	Clean ✓
Roche & Co Services Ltd 15595125	Barton On Sea BH25 7PW	26 Mar 2024	2y	Micro Entity	Clean ✓
Wr Ethical Limited 13295388	Bristol BS1 2NL	26 Mar 2021	5y	Micro Entity	Clean ✓
David Johnson Financial Planning Ltd. Prev: CATHEDRAL GREEN FINANCIAL PLANNING LIMITED 08006516	Gloucester GL1 2NE	26 Mar 2012	14y	Small (Total Exemption Full)	Clean ✓
Direct Asset Finance (Bristol) Limited 08005047	Bath BA2 4BL	26 Mar 2012	14y	Micro Entity	Clean ✓
First Financial Advisers Limited 03340236	Bath BA1 4AZ	26 Mar 1997	29y	Micro Entity	Clean ✓
Thero Markets Limited 16986548	Cheltenham GL50 3PN	26 Jan 2026	0.2y	NO ACCOUNTS FILED	Clean ✓
Mysipp Trustees (Property) Limited Prev: ATTIVO 24 LIMITED 05342981	Salisbury SP1 2BP	26 Jan 2005	21.2y	Dormant	Dormant4 charges
Chy Porth Mortgage & Protection Planning Ltd 15235481	Redruth TR16 5LH	25 Oct 2023	2.4y	Small (Total Exemption Full)	Clean ✓
Brunel Wealth Limited 12281992	Bristol BS1 6EZ	25 Oct 2019	6.4y	Small (Total Exemption Full)	2 charges1 satisfied
B Mortgage Services Limited Prev: COTSWOLD MORTGAGE SERVICES LIMITED 12905172	Gloucester GL4 6RL	25 Sept 2020	5.5y	Small (Total Exemption Full)	Clean ✓
Ark Roofing Sw Ltd Prev: PEACHES MORTGAGE SOLUTIONS LIMITED 06708036	Exeter EX5 1AY	25 Sept 2008	17.5y	Micro Entity	Accts ⚠️
Willgyal Ltd 16608102	Bristol BS5 0NT	25 Jul 2025	0.7y	NO ACCOUNTS FILED	Clean ✓
Bowrey Future Proofing Ltd 15028244	Bath BA1 4JL	25 Jul 2023	2.7y	Micro Entity	Clean ✓
Ndmc Associates Limited 08157088	Barnstaple EX31 1SR	25 Jul 2012	13.7y	Micro Entity	Clean ✓
Rebourn Ltd 13419995	Bournemouth BH4 9DW	25 May 2021	4.9y	Dormant	Dormant
Adaptable Services Group Ltd 11383300	Wiiltshire BA15 1GJ	25 May 2018	7.9y	Micro Entity	Clean ✓
Bradley Fry Ifa Ltd 10199576	Bristol BS3 1LJ	25 May 2016	9.9y	Micro Entity	Clean ✓
Alton Capital Group Limited 14825261	Bournemouth BH8 9EJ	25 Apr 2023	2.9y	Small (Total Exemption Full)	Clean ✓
Envirx London Ltd 16339772	Swanage BH19 1FE	25 Mar 2025	1y	NO ACCOUNTS FILED	Clean ✓
Client Care Options Central Limited 08957483	Cheltenham GL53 9ER	25 Mar 2014	12y	UNAUDITED ABRIDGED	2 charges2 satisfied
Ltr Solutions Ltd 08956791	Weston-Super-Mare BS22 8NG	25 Mar 2014	12y	Micro Entity	Clean ✓
Hawker & Palmer Wealth Management Ltd 07578952	Bristol BS40 5LU	25 Mar 2011	15y	Small (Total Exemption Full)	Clean ✓
Castle Financial Services Ltd 04402479	Dursley GL11 5HL	25 Mar 2002	24y	Micro Entity	Clean ✓
Os Financial Contractors Limited 12482143	Totnes TQ9 5HN	25 Feb 2020	6.1y	Micro Entity	Accts ⚠️ConfStmt ⚠️
Giri Kondru Ifa Limited 09457795	Clevedon BS21 6UW	25 Feb 2015	11.1y	Micro Entity	Clean ✓
Edison Associates Limited 03720982	Bath BA1 7RA	25 Feb 1999	27.1y	Micro Entity	ConfStmt ⚠️
Pullen Financial Services Ltd 16985547	Frome BA11 5FS	25 Jan 2026	0.2y	NO ACCOUNTS FILED	Clean ✓
Chris Knowles Ltd 13157020	Clevedon BS21 6LS	25 Jan 2021	5.2y	Micro Entity	Clean ✓
Marshfield Capital Ltd Prev: ADVISER SELECTION LTD 15306994	Westbury BA13 4HR	24 Nov 2023	2.4y	Dormant	Dormant
Pensions Partnership Sipp Trustees Limited Prev: CHURCH HOUSE PENSION TRUSTEE LIMITED 05635197	Salisbury SP1 2BP	24 Nov 2005	20.4y	Dormant	Dormant11 charges3 satisfied
St. James'S Place Wealth Management Plc 04113955	Cirencester GL7 1FP	24 Nov 2000	25.4y	Large (Full)	Clean ✓
Wimborne Financial Services Limited 06408130	Dorchester DT1 3DY	24 Oct 2007	18.4y	Micro Entity	Clean ✓
Thompson Jenner Financial Services Limited 04309745	Devon EX2 4DG	24 Oct 2001	24.4y	Small (Total Exemption Full)	Clean ✓
Ovata Limited Prev: ARTIFACT FINANCIAL DISCOVERY LTD 12767613	Wimborne BH21 1RJ	24 Jul 2020	5.7y	Small (Total Exemption Full)	Clean ✓
Prowse Financial Services Ltd Prev: FULCRUM FINANCIAL SERVICES LIMITED 12118653	Bristol BS4 3PP	24 Jul 2019	6.7y	UNAUDITED ABRIDGED	Clean ✓
Whiston Wealth Management Ltd 13417493	Cheltenham GL51 6TQ	24 May 2021	4.9y	Micro Entity	Clean ✓
Aggelia Limited Prev: KAIROS MONEO LTD 11380652	Salisbury SP1 2DN	24 May 2018	7.9y	Small (Total Exemption Full)	Clean ✓
Luskentyre Capital Ltd 16405595	Glastonbury BA6 8UE	24 Apr 2025	0.9y	NO ACCOUNTS FILED	Clean ✓
Blue Sky Financial Planning Limited 04423547	Poole BH12 1DY	24 Apr 2002	23.9y	Small (Total Exemption Full)	Clean ✓
Sjw Financial Planning Ltd 07577018	Gloucester GL2 0JQ	24 Mar 2011	15y	Small (Total Exemption Full)	Clean ✓
Kingdom Mortgages Ltd Prev: FINANCE CONEX LTD 07201271	Bristol BS15 4PJ	24 Mar 2010	16y	Micro Entity	Clean ✓
Quintus Wealth Limited 17051665	Bristol BS32 8BS	24 Feb 2026	0.1y	NO ACCOUNTS FILED	Clean ✓
Tailored Narrative Limited 17051122	Bristol BS16 9LA	24 Feb 2026	0.1y	NO ACCOUNTS FILED	Clean ✓
Allshore Associates Limited 10637483	St. Austell PL25 5YY	24 Feb 2017	9.1y	Small (Total Exemption Full)	Clean ✓
Rain Property Management Ltd 16206346	Gloucester GL4 0BW	24 Jan 2025	1.2y	NO ACCOUNTS FILED	Clean ✓
Cashmaster Leasing Ltd 01785461	Chard TA20 1QF	24 Jan 1984	42.2y	Micro Entity	2 charges1 satisfied
Sfs 2026 Ltd 16929165	Cheltenham GL51 6TQ	23 Dec 2025	0.3y	NO ACCOUNTS FILED	Clean ✓
Funding Compass Limited 13098692	Bristol BS1 6DG	23 Dec 2020	5.3y	Micro Entity	Clean ✓
Help To Buy Expert Ltd 09927714	Gloucester GL4 6RL	23 Dec 2015	10.3y	Micro Entity	Clean ✓
The Mortgage Group Network Limited 16869679	Newquay TR7 1DX	23 Nov 2025	0.4y	NO ACCOUNTS FILED	Clean ✓
Advisorylondon Networks Limited Prev: ADVISORY LONDON NETWORKS LIMITED 10492849	Poole BH15 3TB	23 Nov 2016	9.4y	Micro Entity	Accts ⚠️
Equitas Financial (Uk) Limited 08305878	Estover PL6 7TL	23 Nov 2012	13.4y	Micro Entity	Clean ✓
The Chatsworth Practice Limited 05974782	Bournemouth BH2 6LA	23 Oct 2006	19.4y	Small (Total Exemption Full)	Clean ✓
Skybound Financial Planning Limited Prev: THE LEGAL BROKERAGE LIMITED 03116941	Poole BH15 2PU	23 Oct 1995	30.5y	Large (Full)	1 charge1 satisfied
T M Trustees Limited 03094287	Salisbury SP1 2BP	23 Aug 1995	30.6y	Dormant	Dormant675 charges71 satisfied
Vector Financial Ltd 13527163	Bath BA2 2EL	23 Jul 2021	4.7y	Micro Entity	Clean ✓
Vicarage Capital Limited 04807387	Tavistock PL19 0LL	23 Jun 2003	22.8y	Small (Total Exemption Full)	Clean ✓
Triodos Bank Uk Limited Prev: TRIODOS UK LIMITED 11379025	Bristol BS1 5AS	23 May 2018	7.9y	Large (Full)	Clean ✓
Higgihaus Capital Ltd 12570192	Bristol BS1 1YA	23 Apr 2020	5.9y	Dormant	Dormant
Gem Fs Limited 08500714	Salisbury SP1 2DR	23 Apr 2013	13y	Small (Total Exemption Full)	Clean ✓
True Mortgages And Protection Ltd 16335464	Broadstone BH18 9EY	23 Mar 2025	1y	NO ACCOUNTS FILED	Clean ✓
White Pearl Capital Limited 11901083	Poole BH15 2BX	23 Mar 2019	7y	Small (Total Exemption Full)	1 charge1 satisfied
Robert Haymes Financial Consultants Ltd 08004332	Redruth TR15 1SP	23 Mar 2012	14y	Small (Total Exemption Full)	Clean ✓
Wollen Michelmore Financial Planning Limited Prev: PARADIGM NORTON HOOPER & WOLLEN FINANCIAL PLANNING LIMITED 05081337	Bristol BS20 0DD	23 Mar 2004	22y	Small	1 charge
Finitor Wealth Platform Ltd 15517714	Poole BH15 1HA	23 Feb 2024	2.1y	Small (Total Exemption Full)	1 charge
Zandoey Limited 11221518	Bridgwater TA5 1DN	23 Feb 2018	8.1y	Small (Total Exemption Full)	Clean ✓
Templar Financial Associates Limited Prev: EMBARQ FINANCIAL SERVICES LIMITED 09452690	Bournemouth BH6 4HJ	23 Feb 2015	11.1y	Micro Entity	Clean ✓
Neo Finance Limited 07165501	Poole BH16 6FA	23 Feb 2010	16.1y	Small (Total Exemption Full)	Clean ✓
A&S Services (Cheltenham) Limited Prev: ALLEZ FURNITURE SALES LIMITED 08859495	Cheltenham GL52 7YG	23 Jan 2014	12.2y	Micro Entity	Clean ✓
Jt Paraplanning Services Ltd 12328273	Poole BH12 3PB	22 Nov 2019	6.4y	Micro Entity	ConfStmt ⚠️
Solid Financial Solutions Limited 08786530	Poole BH14 9QW	22 Nov 2013	12.4y	Small (Total Exemption Full)	Clean ✓
Financially Smart Coaching Limited 15913112	Exeter EX1 1NS	22 Aug 2024	1.6y	NO ACCOUNTS FILED	Clean ✓
Mortgage Saving Expert (2023) Ltd 15088781	Trowbridge BA14 0RN	22 Aug 2023	2.6y	Micro Entity	Clean ✓
Hallgarten & Company Limited 09698908	Andover SP10 3AN	22 Jul 2015	10.7y	Micro Entity	Clean ✓
Mount Stuart Wealth Management Ltd 09141516	Cheltenham GL51 6TQ	22 Jul 2014	11.7y	Small (Total Exemption Full)	Clean ✓
Pathway Independent Financial Planning Limited 08618650	Andover SP11 7EH	22 Jul 2013	12.7y	Micro Entity	Clean ✓
Russell Tonks Independent Financial Advice Limited 08619607	Ringwood BH24 1EL	22 Jul 2013	12.7y	Small (Total Exemption Full)	Clean ✓
Ballantine Wealth Management Limited 11428358	Taunton TA1 3FB	22 Jun 2018	7.8y	Small (Total Exemption Full)	Clean ✓
Paradigm Norton Financial Planning Limited 04220937	Bristol BS20 0DD	22 May 2001	24.9y	Large (Full)	8 charges6 satisfied
Mangu Wealth Management Limited 13352323	Blakeney GL15 4DQ	22 Apr 2021	5y	Small (Total Exemption Full)	Clean ✓
Haldon Financial Limited 07198574	Brixham TQ5 8BA	22 Mar 2010	16y	Micro Entity	Clean ✓
Brcs Consulting Limited 11841771	Exeter EX2 8PW	22 Feb 2019	7.1y	Small (Total Exemption Full)	Clean ✓
Ojuri Financecare Limited 11160551	Paignton TQ3 3FX	22 Jan 2018	8.2y	Dormant	ConfStmt ⚠️Dormant
Axe Head Contracting Ltd 09964770	Christchurch BH23 5AB	22 Jan 2016	10.2y	Micro Entity	Clean ✓
Triodos Nominees Limited Prev: ACRAMAN (443) LIMITED 06059752	Bristol BS1 5AS	22 Jan 2007	19.2y	Micro Entity	Clean ✓
Sam Trustees Limited 03305996	Salisbury SP1 2BP	22 Jan 1997	29.2y	Dormant	Dormant53 charges7 satisfied
Evidence Based Advisers Limited 11690452	Cheltenham GL50 1QB	21 Nov 2018	7.4y	Small (Total Exemption Full)	Clean ✓
Dms Mortgage Limited 09321776	Bath BA2 8DJ	21 Nov 2014	11.4y	Small (Total Exemption Full)	Clean ✓
Schaefer Financial Management Limited 04596404	Taunton TA1 2PX	21 Nov 2002	23.4y	Micro Entity	Clean ✓
Moneo Wealth Management Ltd Prev: MONEO FINANCIAL SERVICES LIMITED 03863161	Bristol BS8 2SW	21 Oct 1999	26.5y	Small (Total Exemption Full)	Clean ✓
Baker Davies Ltd 03452959	Poole BH12 4NZ	21 Oct 1997	28.5y	Small (Total Exemption Full)	1 charge
Canford Finance Limited 12830488	Bournemouth BH4 9DN	21 Aug 2020	5.6y	Micro Entity	Clean ✓
Martin Miller Financial Services Limited 08185695	Plymouth PL9 7QF	21 Aug 2012	13.6y	Micro Entity	Clean ✓
Nbl Financial Management Limited Prev: N.B.L. INDEPENDENT FINANCIAL MANAGEMENT LIMITED 04056667	Tewkesbury GL20 8DN	21 Aug 2000	25.6y	Small (Total Exemption Full)	3 charges2 satisfied
Intercontinental Capital For Africa Ltd 13413432	Bournemouth BH11 8NJ	21 May 2021	4.9y	Micro Entity	Clean ✓
Gph Ny64 Ltd 09602655	Plymouth PL1 1SB	21 May 2015	10.9y	Micro Entity	Accts ⚠️ConfStmt ⚠️
Astute Money Financial Planning Ltd 08538737	Tavistock PL19 9PR	21 May 2013	12.9y	Small (Total Exemption Full)	Clean ✓
Everys Financial Services Limited 14819837	Cirencester GL7 5JB	21 Apr 2023	3y	Dormant	Accts ⚠️Dormant
Flourish Wealth Ltd 13348718	Poole BH16 6FA	21 Apr 2021	5y	Micro Entity	Clean ✓

Financial Services Businesses in South West England

There are 637 active financial services businesses in South West England. Average age is 12.1 years. 45 have overdue accounts. 89 have registered charges. Sourced from Companies House under the Open Government Licence. Updated 2 March 2026.

Financial Services in Other Regions

London (3,741)South East England (1,071)North West England (904)East Midlands (730)Yorkshire & Humber (641)East of England (639)Scotland (453)West Midlands (421)

More Industries in South West England

Construction (16,228)Management Consultancy (14,416)Property & Real Estate (10,330)IT Consulting (7,730)Online Retail & E-commerce (7,347)Building Services (7,220)Healthcare Services (7,079)Restaurants & Cafes (6,195)

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