Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in London, United Kingdom

Name: Association financial advisory firms based in London, United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 309 companies tracked

RevenueBase identified 309 association financial advisory firms headquartered in London, United Kingdom as of September 2026 and tracks 2,968 professional contacts across them, including 1,348 with verified work emails. London is the largest hub.

This list covers association financial advisory firms headquartered in London, United Kingdom, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

309Companies

2,968Contacts tracked

1,348Verified emails

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The 25 largest association financial advisory firms based in London, United Kingdom

Ranked by team size

Top 25 of 309 association financial advisory firms based in London, United Kingdom, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Chase DE Vere	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	201-500	589 contacts →
	Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 19, 2026
2	Cavendish	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	211 contacts →
	Indirect evidence “Cavendish is a UK champion for ambitious growth and investment companies.” Source: RevenueBase Database · checked Sep 19, 2026
3	Clearwater Wealth Management	Strong evidence	London, United KingdomHQ checked Sep 19, 2026	201-500	135 contacts →
	Strong evidence “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Source: RevenueBase Database · checked Sep 19, 2026
4	Pinnacle Wealth Management	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	127 contacts →
	Indirect evidence “We are here to bring focus back to what truly matters, and redefine the meaning of wealth.” Source: RevenueBase Database · checked Sep 19, 2026
5	FLM	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	111 contacts →
	Indirect evidence “We believe managing your money should be simple.” Source: RevenueBase Database · checked Sep 19, 2026
6	NOVA	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	88 contacts →
	Indirect evidence “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Source: RevenueBase Database · checked Sep 19, 2026
7	Timothy James & Partners LTD	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	73 contacts →
	Indirect evidence “Professional service based on old-fashioned values; phones answered by real people who recognise who you are; consultants who genuinely want to get to know you; and client-adviser…” Source: RevenueBase Database · checked Sep 19, 2026
8	Wilder COE	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	72 contacts →
	Indirect evidence “Welcome to Wilder Coe We work hard to maximise your wealth, minimise your risk, help you to meet your deadlines and support you to achieve your goals.” Source: RevenueBase Database · checked Sep 19, 2026
9	Legend Financial And TAX Advisers	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	40 contacts →
	Partial evidence “Legend Financial has been working for a decade to provide exceptionally and up to the mark financial services to their customers.” Source: RevenueBase Database · checked Sep 19, 2026
10	PIMFA	Strong evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	35 contacts →
	Strong evidence “The Personal Investment Management & Financial Advice Association (PIMFA) is the UK’s trade association for firms that provide investment management and financial advice to…” Source: RevenueBase Database · checked Sep 19, 2026
11	SP Angel	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	33 contacts →
	Indirect evidence “We have expanded steadily since our formation in 2006 and currently act as adviser and broker to over 50 companies quoted on AIM, the Aquis Exchange or the Main Market.” Source: RevenueBase Database · checked Sep 19, 2026
12	SUN Global Investments Limited	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	31 contacts →
	Partial evidence “Sun Global Investments Limited is an investment advisory firm providing full scope of services to Institutional Investors, Family offices, Corporate Clients and High Net Worth…” Source: RevenueBase Database · checked Sep 19, 2026
13	Lync Wealth Management	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	31 contacts →
	Partial evidence “Lync Wealth Management is a group of financial advisers operating across the UK, providing personalised, long-term financial advice to individuals, families and business owners.” Source: RevenueBase Database · checked Sep 19, 2026
14	Thomson Tyndall	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	25 contacts →
	Indirect evidence “Our clients tell us that truly independent advice is important to them, a view we have always shared.” Source: RevenueBase Database · checked Sep 19, 2026
15	Eminent Financial LTD	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	25 contacts →
	Partial evidence “Eminent Financial Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial…” Source: RevenueBase Database · checked Sep 19, 2026
16	TSP Wealth	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	22 contacts →
	Partial evidence “TSP Wealth is an independent, family-run financial planning firm with whole of market access.Founded by two brothers, Ricky and Rajeev Satija, our company combines decades of…” Source: RevenueBase Database · checked Sep 19, 2026
17	ONE Financial Planning LTD	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial evidence “One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Source: RevenueBase Database · checked Sep 19, 2026
18	Blueprint Financial Services	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	201-500	18 contacts →
	Indirect evidence “Established less than eight years ago, Blueprint is a young business in every sense of the word.” Source: RevenueBase Database · checked Sep 19, 2026
19	Burlington Associates Limited	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	17 contacts →
	Partial evidence “Burlington Associates is a firm of Independent Financial Planners located in the City of London.” Source: RevenueBase Database · checked Sep 19, 2026
20	Peterhouse Capital Limited	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	17 contacts →
	Partial evidence “Peterhouse Capital Limited is an independent corporate advisor and broker, dedicated to the needs of growth-orientated and entrepreneurial companies.” Source: RevenueBase Database · checked Sep 19, 2026
21	Guest Krieger LTD	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	16 contacts →
	Partial evidence “As a broker in the financial services industry we believe fundamentally in the importance of client service and this underpins everything we do and how we do it.” Source: RevenueBase Database · checked Sep 19, 2026
22	Ablestoke Financial Planning LLP	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	16 contacts →
	Partial evidence “At Ablestoke, we dedicate ourselves to helping you achieve your financial aspirations with confidence and clarity.” Source: RevenueBase Database · checked Sep 19, 2026
23	Zaoui & CO	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	1-10	15 contacts →
	Indirect evidence “Michael and Yoel Zaoui established Zaoui & Co.” Source: RevenueBase Database · checked Sep 19, 2026
24	Riverside Financial Consultants	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “Founded in 2007 and based at 1 Cornhill in the city of London, Riverside Financial Consultants pride ourselves on our highly personal service, offering face-to-face advice and…” Source: RevenueBase Database · checked Sep 19, 2026
25	Monenti Partners	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	1-10	13 contacts →
	Partial evidence “Monenti Partners provides bespoke financial planning to support you through some of life’s biggest transitions, including- Retirement planning - Building, protecting, and…” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: association financial advisory firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names association financial advisory firms.
Partial evidence: Its own public description names part of association financial advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name association financial advisory firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 309 association financial advisory firms based in London, United Kingdom

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Association financial advisory firms based in London, United Kingdom at a glance

As of Sep 19, 2026

45.4%Verified-email coverage

9.6Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · London

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

213

11-50

51-200

201-500

501-1,000

10001+

Email recency for this list is measured across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 309 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among association financial advisory firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in London, United Kingdom whose own description of what they do matches “association financial advisory firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names association financial advisory firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among association financial advisory firms, and records with no verified work email. Companies headquartered outside London are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 1,348 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Association financial advisory firms by metro in the United Kingdom

Association financial advisory firms in London309
Association financial advisory firms in Manchester32
Association financial advisory firms in Edinburgh27
Association financial advisory firms in Bristol25

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names association financial advisory firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many association financial advisory firms are there based in London, United Kingdom?

RevenueBase identified 309 association financial advisory firms headquartered in London, United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Chase DE Vere, headquartered in London, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

London leads with 309 headquartered companies, followed by Manchester (32) and Edinburgh (27).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,348 verified decision-maker contacts tracked across these 309 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.