Peace of Mind

What Peace of Mind does

Peace of Mind is a private, for-profit UK financial services firm founded in 1997 and headquartered in Scarborough, England. The firm provides advisory and intermediary services across five core lines: pensions, investments, mortgages, estate planning, and wealth management, suggesting a full-spectrum independent financial advisor (IFA) model targeted at individual retail and possibly high-net-worth clients in the Yorkshire coast region and broader UK market.

The company operates with a small team of 11-50 employees, which is typical of a regional, relationship-driven advisory practice rather than a scalable platform. With no disclosed proprietary technology, product suite detail, or digital channels, the business model appears to be traditional face-to-face and remote financial advice, monetized through advisory fees, commissions on mortgages and investment products, and ongoing wealth management charges on assets under management. The firm has survived 27 years in a heavily regulated sector, implying FCA authorization and an established client base, but no revenue, AUM, customer counts, or partnership data are publicly available to size the franchise.

No information on funding, ownership, management team, marketing channels, awards, or strategic transactions was provided in the source material, and the company's website returned only a loading/verification placeholder during data capture. As a result, deeper analysis of growth, customer mix, competitive positioning, or expansion trajectory is constrained by the thin public footprint.

Name

Peace of Mind

Website

https://pomfs.co.uk

Company type

Private

Founded year

1997

Headcount range

11–50 employees

Short description

Peace of Mind is a private UK financial advisory firm founded in 1997 and based in Scarborough, offering pensions, investments, mortgages, estate planning, and wealth management services to individual clients through a small in-house team.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Discretionary Portfolio Management (DPM) (FSAAABAC)

akta.pro secondary industries

Directed Trust & Trust Advisory Services (FSAAANAK), Special Needs & Supplemental Needs Trust Services (FSAAANAJ)

Keywords

• Financial advisory services
• Pension planning
• Wealth management
• Mortgage advisory
• Estate planning

Headquarters

HQ city

Scarborough

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Peace of Mind is a financial service firm that delivers advisory and intermediation services across pensions, investments, mortgages, estate planning, and wealth management. The firm serves individual clients seeking personal financial planning and product recommendations, operating from Scarborough in the United Kingdom.

Product overview

No product information available. The source content was a verification/loading page with no substantive information about Peace of Mind's products, services, or offerings.

Differentiator

Problem solved

Functional benefit

Products and services

• Pension advisory Advisory services for individuals planning retirement income, including pension product selection and ongoing pension management. Targeted at individual consumers approaching or in retirement.
• Investment advisory Advisory and intermediation services for personal investment portfolios, including product selection and ongoing portfolio guidance. Targeted at individual consumers seeking to grow personal wealth.
• Mortgage advisory Advisory services for residential mortgage selection, refinancing, and related borrowing decisions. Targeted at individual homebuyers and existing homeowners.
• Estate planning Advisory services for estate and inheritance planning, including wills, trusts, and intergenerational wealth transfer. Targeted at individual consumers with estate planning needs.
• Wealth management Integrated wealth management services combining investment, pension, and estate advisory into a single client relationship. Targeted at individual consumers with broader personal financial planning needs.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Emerging players

• Moneybox: UK digital wealth and savings platform offering pensions, investments, and home-buying services via an app. Comparable service categories (pensions, investments, mortgages) but delivered via a low-cost digital channel that competes for the same end client.

Broad incumbents

• Charles Stanley: UK wealth manager providing investment management, financial planning, and pensions advice. Similar product set to Peace of Mind, with a strong regional branch presence comparable to Scarborough-style local advisory.
• Rathbones: UK wealth manager offering investment management, financial planning, and trust services. Comparable to Peace of Mind's wealth and estate management services, particularly its trust/fiduciary overlap.
• Quilter: UK wealth manager with a national adviser network offering investment platforms, pensions, and financial planning. Comparable service scope to Peace of Mind but materially larger and platform-led.
• Brooks Macdonald: UK wealth manager providing investment management and financial planning services to private clients, charities, and trusts. Overlaps with Peace of Mind's wealth and estate services.
• Brewin Dolphin (now RBC Brewin Dolphin): UK private wealth manager providing investment management, financial planning, and pensions advice to high-net-worth clients. Direct overlap with Peace of Mind's wealth management and pension offerings.
• Evelyn Partners: Major UK professional services firm offering wealth management, financial planning, and tax/estate services. Direct overlap with Peace of Mind's pensions, investments, and estate work.
• St. James's Place: One of the largest UK wealth management groups, offering investment, pension, and advice services through a national adviser network. Comparable to Peace of Mind in service mix (pensions, investments, wealth planning) but operates at vastly greater scale.

Direct peers

• Lighthouse Group: UK adviser-support and wealth management firm offering pensions, investments, mortgages, and financial planning through a network of advisers. Closely comparable to Peace of Mind's multi-product independent financial advice model.
• Philip J. Milton & Company: Boutique UK independent financial adviser providing pensions, investments, mortgages, and estate planning to private clients. Closely mirrors Peace of Mind in scope, size, and relationship-led model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Peace of Mind