Financial Advisory / Wealth succession in Wales

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

302 of 853 financial advisory / wealth companies in Wales — 35.4% — have a director aged 60 or over.

Companies measured853

Director aged 60+302

Exposure rate35.4%

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

853

Companies measured

302

Director 60+

Director 70+

35.4%

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 Wales measured	853
Oldest director aged 60 or over	302
Oldest director aged 70 or over	84

Of the 302 with a director over 60, 21 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%
South West	750	39%
London	2,429	37.4%
Northern Ireland	128	36.4%

Other trades in Wales

Trade	60+	Rate
Lettings	2,320	39.2%
Consultancy Services	2,043	40.7%
Retail	1,764	29.8%
Other Leisure	1,400	36.8%
Agriculture	1,194	54.8%
Investment	1,120	32%
Hotel / Accommodation	985	50.5%
Investment / Fund Management	961	39.8%

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 Wales.

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 Wales", UK Business Succession Index, 13 August 2026. https://www.exitradar.co.uk/succession/fin-advisory/wales/

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.