Isaacs Wealth & Benefits

Name

Isaacs Wealth & Benefits

Legal name

3D IFS Limited

Website

https://isaacswealthandbenefits.co.uk

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Isaacs Wealth & Benefits is a UK chartered independent financial adviser based in Coventry, serving individuals, families, and Midlands-region employers with wealth management and corporate employee benefits services.

Ownership category

akta.pro rank

Product category

Wealth Management & Employee Benefits Advisory

NAICS

Portfolio Management and Investment Advice (523940), Health and Welfare Funds (525120)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Workplace Wealth & Employee Investing Programs (FSAAAAAK), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)

Keywords

• Chartered financial advice
• Wealth management services
• Employee benefits consulting
• Retirement planning advice
• Investment management services

Headquarters

HQ city

Coventry

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

Revenue model

1. Financial Advisory Services: Fee-based financial advisory services providing investment management, retirement planning, tax strategies, estate planning, and employee benefits consulting. Revenue derived from advisory fees, likely percentage of assets under management or consultation fees.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Isaacs Wealth & Benefits is a chartered independent financial advisory practice providing bespoke wealth management for individuals and families (investment management, retirement planning, tax strategies, estate planning, protection) and tailored employee benefits packages for businesses (group pensions, group insurance, wellness programmes, mobile allowance arrangements). Services are delivered through face-to-face consultations and ongoing advisory relationships from its Coventry headquarters, operating as a trading name of 3D IFS Limited.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management A holistic wealth management service for individuals and families, integrating investment management, retirement planning, tax strategies, estate planning and protection to grow, protect and transfer wealth efficiently.
• Investment Management Discretionary and advisory investment management services for individuals and families, tailored to client circumstances and goals.
• Retirement Planning Personalised retirement planning advice for individuals, helping them prepare financially for retirement and align income strategies with their goals.
• Tax Strategies Tax-efficient strategies for individuals and families, designed to optimise tax outcomes alongside broader wealth planning.
• Estate Planning Estate planning services to help clients manage and transfer wealth to the next generation efficiently.
• Protection (Wealth) Personal protection solutions covering areas such as life cover and income protection for individuals and families, integrated within the wealth management offering.
• Employee Benefits Comprehensive employee benefits packages designed for businesses to attract and retain talent, including group pensions, group insurance, protection, wellness programmes and mobile allowance arrangements.
• Benefits Planning Strategic benefits planning service for employers, helping design and align benefits packages with the company's financial strategy and workforce goals.
• Group Personal Pension Group personal pension schemes for employers, supporting workforce retirement savings and auto-enrolment compliance.
• Group Insurance Options Group insurance solutions for employers, providing financial protection for employees as part of an overall benefits package.
• Protection (Employee Benefits) Employee protection benefits (such as group life and income protection) offered to employers as part of their benefits programme.
• Wellness Programs Financial and wellbeing wellness programmes for employees, supporting workforce financial health as part of an employer's benefits offering.
• Mobile Allowance Arrangements Mobile allowance arrangements for employers, allowing them to provide employees with mobile phone benefits in a tax-efficient manner that can save £500-£1,000 per employee per annum on National Insurance contributions.

Quantifiable outcome

• Portfolio growth example: £50k invested grew by 12% in 6 months
• +1 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves9 records

Expansion highlights4 records

Broad incumbents

• Rathbones Group: UK wealth manager providing discretionary investment management and financial planning to individuals, families, and trusts. Comparable in targeting HNW individuals with personalised advice and long-tenured relationships, though significantly larger and more institutional in structure.
• Quilter: UK-listed wealth manager offering investment, retirement, and advice solutions through a national adviser network and direct platforms. Comparable in serving mass-affluent and HNW individuals with integrated wealth advice, but at significantly larger scale and with proprietary platform technology.
• Brewin Dolphin (RBC Wealth Management): UK private investment and wealth manager offering financial planning, investment management, and advisory services to individuals and intermediaries. Comparable in integrated wealth management offering and UK regional office network, now part of RBC.
• Evelyn Partners: UK wealth management and professional services group formed from the merger of Tilney and Smith & Williamson, offering financial planning, investment management, and tax/estate services. Comparable full-stack wealth offering to individuals, families, and business owners, though much larger and accountancy-linked.
• St. James's Place: One of the largest UK wealth management networks, distributing advice through partner practices. Directly comparable in offering holistic investment, retirement, tax and estate planning to individuals and families, but operates at vastly greater scale and through a tied adviser model rather than Isaacs' independent chartered model.
• Aon (UK Wealth Solutions): Global professional services firm with a substantial UK wealth and employee benefits advisory practice serving individuals and corporate clients. Comparable across the employee benefits side (group pensions, group protection, wellness) and corporate wealth advisory, though substantially larger and global in scope.
• Mercer (UK Wealth): Global consulting firm with a strong UK wealth and benefits advisory practice providing investment, retirement, and group benefits solutions. Overlaps directly with Isaacs on group pensions, group protection, and employee wellness offerings to UK employers, at much greater scale and institutional focus.

Direct peers

• Killik & Co: Independent UK chartered financial adviser serving individuals and families with investment, retirement, tax, and estate planning. Closest comparable in offering personalised chartered advice and operating without proprietary platform lock-in, though larger and London-centric versus Isaacs' Midlands focus.
• Succession Group: UK consolidator/acquirer of independent financial adviser firms, offering compliance, technology, and M&A support to IFA owner-operators. Comparable as a UK chartered IFA in target segment and provides context for potential succession/buy-and-build options facing small Midlands IFAs like Isaacs.
• LEBC Group: UK independent financial advisory group providing retirement, investment, and employee benefits advice to individuals and employers. Highly comparable dual-track wealth + employee-benefits model and similar mid-market UK client base, making it one of the closest structural peers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/isaacswandb

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Isaacs Wealth & Benefits