Financial Advisory / Wealth: business succession in the UK

Name: Financial Advisory / Wealth business succession in the UK
Creator: ExitRadar
License: https://www.exitradar.co.uk/terms

8,757 UK financial advisory / wealth companies — 38.3% — have a director aged 60 or over.

5.8 points above the all-trades average of 32.5%.

Companies measured22,839

Director aged 60+8,757

Exposure rate38.3%

Companies House register·Measured base 3,475,770·Data as at 13 August 2026·Full methodology

22,839

Companies measured

8,757

With a director 60+

2,605

With a director 70+

38.3%

Exposure rate

Of the 8,757 with a director over 60, 546 score 50 or higher on business quality — an output of our own scoring model, not a Companies House figure. How we score it.

Financial Advisory / Wealth by region

Region	Companies	60+	Rate
South East	3,072	1,308	42.6%
Scotland	1,108	458	41.3%
West Midlands	1,552	623	40.1%
East of England	2,052	815	39.7%
North East	550	217	39.5%
South West	1,923	750	39%
London	6,500	2,429	37.4%
Northern Ireland	352	128	36.4%
East Midlands	1,173	421	35.9%
North West	2,201	782	35.5%
Wales	853	302	35.4%
Yorkshire & The Humber	1,496	522	34.9%

Combinations with fewer than 250 measured companies are not listed separately. They are still counted in every total on this page.

Next step

This page counts director ages across the whole register. If you are looking to buy rather than to research, our Financial Services pages go further: we score each company on business quality and exit timing, and shortlist the ones worth approaching.

See UK Financial Services →

Part of the UK Business Succession Index.

Cite this page

These figures are free to quote and reproduce, including in commercial work, with attribution to ExitRadar and a link to this page.

ExitRadar, "Financial Advisory / Wealth: business succession in the UK", UK Business Succession Index, 13 August 2026. https://www.exitradar.co.uk/succession/fin-advisory/

Need a cut that is not published here — a different trade grouping, a finer geography, or the underlying distribution? Get in touch and we will usually provide it. Methodology.

Method. Figures cover the 3,475,770 active UK companies where Companies House records an age bracket for at least one serving director — 93.8% of the 3,706,712 companies on the active register. A company counts as succession-exposed when its oldest serving director is 60 or over — not the board average, which would hide a 70-year-old founder sitting alongside younger co-directors. The business-quality figure covers only the subset our model assesses — see the methodology for why that is far smaller than the number with filed accounts. Data as at 13 August 2026; updated quarterly, next update October 2026. Full methodology.