Financial Advisory / Wealth succession in West Midlands

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

623 of 1,552 financial advisory / wealth companies in West Midlands — 40.1% — have a director aged 60 or over.

Companies measured1,552

Director aged 60+623

Exposure rate40.1%

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

1,552

Companies measured

623

Director 60+

166

Director 70+

40.1%

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 West Midlands measured	1,552
Oldest director aged 60 or over	623
Oldest director aged 70 or over	166

Of the 623 with a director over 60, 47 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%
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%
East Midlands	421	35.9%

Other trades in West Midlands

Trade	60+	Rate
Consultancy Services	5,026	38.2%
Lettings	4,854	33.7%
Retail	3,544	20.8%
Investment	2,985	27.5%
Investment / Fund Management	2,542	37%
Other Leisure	2,403	30.2%
Property Development	1,996	43.3%
Engineering Services	1,859	37.3%

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 West Midlands.

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

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.