Bigmore Associates

What Bigmore Associates does

Bigmore Associates Ltd is a UK-based, FCA-authorised specialist financial services firm headquartered in Walton on Thames, Surrey, operating for over 50 years under a multi-service advisory platform. The company serves both individuals and corporate clients through five core divisions: Financial Planning (pensions, savings and investments, retirement planning, tax and trust planning, school and care fees), Employee Benefits (group pensions, group medical, group income protection, critical illness, death in service, dental, employee assistance programmes, plus a Health & Wellbeing Programme), Mortgages & Protection, Wills & Probate (will writing, lasting power of attorney, probate), and Payroll & Pensions (outsourced payroll and auto-enrolment). Each division operates under a dedicated sub-brand (Bigmore Financial Planning, Bigmore Benefits, Bigmore Mortgages & Protection, Bigmore Wills & Probate), led by specialist directors, several of whom hold Chartered Financial Planner status.

The underlying technology is not proprietary; the firm relies on third-party client portals (Aegon, CB Benefits, PFP identity portal) for product administration and client access, and delivers advice through in-person consultation at its Walton on Thames office supplemented by an educational blog and newsletter. There are no disclosed patents, software products, or AI/ML capabilities. Revenue is generated through fee-based professional services across all five divisions, with quote-based pricing, monthly billing cadence, and a free initial consultation offered as the primary entry point. GTM is sales-led and trust-driven, emphasising impartial holistic advice from qualified advisers rather than transactional sales. Named enterprise clients include LATAM Airlines and Market Key for the Employee Benefits division, alongside a long-tail base of individual financial planning, mortgage, and wills clients. The firm is privately held with no disclosed parent, subsidiaries, funding rounds, or M&A activity.

Name

Bigmore Associates

Legal name

Bigmore Associates Ltd

Website

https://bigmoreassociates.com

Company type

Private

Founded year

1971

Operating status

Operating

Headcount range

11–50 employees

Short description

Bigmore Associates is a UK-based, FCA-authorised financial advisory firm operating five divisions — financial planning, employee benefits, mortgages and protection, wills and probate, and payroll — serving both individual and corporate clients with fee-based, human-led advice.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

akta.pro secondary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Financial planning services
• Employee benefits consulting
• Mortgage advisory services
• Wills and probate services
• Payroll administration services

Headquarters

HQ city

Thames Ditton

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Planning Fees: Fees for financial planning services including pensions, savings & investments, retirement planning, tax & trust planning, and school & care fees.
2. Employee Benefits Services: Fees for employee benefits consulting including group pension schemes, medical insurance, healthcare cash plans, income protection, and other workplace benefits.
3. Mortgages & Protection Fees: Fees for mortgage advisory and protection insurance services.
4. Wills & Probate Fees: Fees for will writing, lasting power of attorney, and probate advice services.
5. Payroll & Pensions Fees: Fees for outsourced payroll services and pension auto-enrolment support.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Bigmore Associates is a UK-based specialist financial services firm that provides holistic financial planning, employee benefits consulting, mortgage and protection advice, wills and probate services, and outsourced payroll/pensions administration to individuals and businesses. The firm delivers these services through a team of Chartered Financial Planners, Mortgage Advisers, Will Writers, Employee Benefit Consultants and Payroll Technicians under a "People First" impartial advice model.

Product overview

Bigmore Associates is a specialist financial services company operating a multi-service platform with five core service divisions: Financial Planning, Employee Benefits, Mortgages & Protection, Wills & Probate, and Payroll & Pensions. The company has over 50 years of experience and serves both individual and business clients. Their Financial Planning division provides holistic advisory services for pensions, savings, retirement, tax, and investments. The Employee Benefits division operates under the Bigmore Benefits sub-brand, offering a comprehensive suite of workplace benefits including healthcare cash plans, group medical insurance, group pension schemes, income protection, critical illness cover, death in service, dental insurance, employee assistance programmes, and a Health & Wellbeing Programme with diagnostic tools. Their Mortgages & Protection division provides mortgage advisory and personal protection products. The Wills & Probate division handles will writing, lasting power of attorney, and probate services. The Payroll & Pensions division offers outsourced payroll and auto-enrolment compliance services.

Differentiator

Problem solved

Functional benefit

Brands

• Bigmore Benefits: Employee benefits division of Bigmore Associates offering bespoke solutions for employee benefits packages including healthcare cash plans, group medical insurance, group pension schemes, and health and wellbeing programmes.
• Bigmore Financial Planning
• Bigmore Wills & Probate
• Bigmore Mortgages & Protection

Products and services

• Financial Planning Comprehensive financial planning service covering pensions, savings and investments, retirement planning, tax and trust planning, and school and care fees planning for individuals, delivered through a structured advice process with qualified Financial Planners.
• Employee Benefits Bespoke employee benefits solutions for businesses, including health cash plans, group medical insurance, group pension schemes, group income protection, death in service, critical illness insurance, dental insurance, employee assistance programmes, and key person insurance.
• Mortgages & Protection Mortgage advisory services helping individuals find the right mortgage for their home and life circumstances, alongside personal protection products such as mortgage protection and personal insurance.
• Wills & Probate Will writing, lasting power of attorney, and probate advice services to help individuals and families plan their legacy and protect loved ones, including corporate wills and lasting power of attorney solutions.
• Payroll & Pensions Outsourced payroll services with pension auto-enrolment support for small and medium businesses, helping them meet compliance obligations and reduce administration burden.

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Three partnerships are on record, tiered supporting.

• AegonsupportingTechnology or IntegrationProvides online client portal for mortgage and financial planning services. Clients can access the Aegon platform for managing pensions, investments, and financial products through a secure login system.
• CB BenefitssupportingTechnology or IntegrationProvides employee benefits client portal for managing workplace benefits schemes and administration.
• Beam TherapysupportingStrategic or Co-development PartnerTherapy and wellbeing consultancy partnership. Lianne Weaver, Managing Director of Beam Therapy, contributes expert content on grief, mental health, and financial wellbeing topics for Bigmore Associates blog.

Scale indicators2 records

Recent moves1 record

Expansion highlights5 records

Broad incumbents

• Evelyn Partners (formerly Tilney): Major UK wealth management and professional services group offering financial planning, investment management, and tax advisory. Broader incumbent with overlapping individual and corporate advice services.
• St. James's Place: Largest UK advice-led wealth manager with a national adviser network covering financial planning, investments, and pensions. Broad incumbent competing for the same affluent UK client base.
• Charles Stanley: Established UK wealth manager with full-service financial planning, investment management, and intermediary services. A larger incumbent in the same holistic UK advice category.
• Hargreaves Lansdown: UK's largest direct-to-consumer investment platform offering pensions, ISA, and fund dealing. Not a direct advice peer, but a dominant UK wealth brand competing for the same end-investor wallet.
• Rathbones Group: UK-listed wealth manager providing investment management, financial planning, and tax services. Larger incumbent operating in the same holistic UK advice space.
• Quilter: UK wealth manager with advised and platform propositions covering financial planning, pensions, and investments. Broader incumbent with overlapping target segments.

Direct peers

• Wren Sterling Financial Planning: UK chartered financial planning firm offering pensions, investments, tax, estate, and protection advice. Closely aligned with Bigmore's holistic, advice-led approach to individual and small-business clients.
• Ascot Lloyd: UK IFA providing financial planning, wealth management, and corporate services to individuals and businesses across the UK. Comparable multi-service advice model targeting similar affluent and corporate client segments.
• Kingswood Group: UK wealth manager and IFA providing financial planning, investment management, and tax services to private and corporate clients. Overlapping service mix and similar mid-market UK focus.
• Succession Wealth: UK IFA consolidator offering holistic financial planning, pensions, investments, mortgages, and protection through a network of regional advisers. Directly comparable as a multi-service UK advice firm of similar multi-disciplinary scope.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/bigmore-associates-limited

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

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 Bigmore Associates