Financial Advisory / Wealth succession in South West

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

750 of 1,923 financial advisory / wealth companies in South West — 39% — have a director aged 60 or over.

Companies measured1,923

Director aged 60+750

Exposure rate39%

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

1,923

Companies measured

750

Director 60+

232

Director 70+

39%

Exposure rate

The UK average across all trades is 32.5%; financial advisory / wealth nationally runs at 38.3%.

Measure	Companies
Financial Advisory / Wealth companies in South West measured	1,923
Oldest director aged 60 or over	750
Oldest director aged 70 or over	232

Of the 750 with a director over 60, 45 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 in other regions

Region	60+	Rate
South East	1,308	42.6%
Scotland	458	41.3%
West Midlands	623	40.1%
East of England	815	39.7%
North East	217	39.5%
London	2,429	37.4%
Northern Ireland	128	36.4%
East Midlands	421	35.9%

Other trades in South West

Trade	60+	Rate
Consultancy Services	6,658	43%
Lettings	6,114	44.9%
Retail	4,239	32%
Other Leisure	3,124	36%
Agriculture	2,777	56.9%
Property Development	2,716	48.2%
Investment	2,685	37.7%
Investment / Fund Management	2,473	40%

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 →

See all Financial Advisory / Wealth succession data or everything in South West.

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 succession in South West", UK Business Succession Index, 13 August 2026. https://www.exitradar.co.uk/succession/fin-advisory/south-west/

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.