Company lists · Data refreshed September 2026

Top 25 Athlete wealth management firms based in the United Kingdom

RevenueBase identified 979 athlete wealth management firms headquartered in the United Kingdom as of September 2026 and tracks 18,461 professional contacts across them, including 7,585 with verified work emails. London is the largest hub.

This list covers athlete wealth management firms headquartered in the 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 30, 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 30, 2026 86% judged on-target in blind review
979Companies
18,461Contacts tracked
7,585Verified emails
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The 25 largest athlete wealth management firms based in the United Kingdom

Ranked by team size
Top 25 of 979 athlete wealth management firms based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to athlete wealth management 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCirencester, United KingdomHQ checked Sep 30, 20261,001-5,0004,111 contacts →

Indirect evidence

“There’s advice that can change your day.”

Source: RevenueBase Database · checked Sep 30, 2026
2Indirect evidenceLondon, United KingdomHQ checked Sep 30, 20261,001-5,0002,096 contacts →

Indirect evidence

“Meet the people behind your future.”

Source: RevenueBase Database · checked Sep 30, 2026
3Partial evidenceLondon, United KingdomHQ checked Sep 30, 20261,001-5,0001,927 contacts →

Partial evidence

“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.”

Source: RevenueBase Database · checked Sep 30, 2026
4Partial evidenceLondon, United KingdomHQ checked Sep 30, 2026501-1,000721 contacts →

Partial evidence

“We are now Lloyds Wealth.”

Source: RevenueBase Database · checked Sep 30, 2026
5Indirect evidenceBirmingham, United KingdomHQ checked Sep 30, 2026501-1,000689 contacts →

Indirect evidence

“We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.”

Source: RevenueBase Database · checked Sep 30, 2026
6Strong evidenceSunderland, United KingdomHQ checked Sep 30, 20261,001-5,000593 contacts →

Strong evidence

“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.”

Source: RevenueBase Database · checked Sep 30, 2026
7Indirect evidenceBirmingham, United KingdomHQ checked Sep 30, 2026501-1,000489 contacts →

Indirect evidence

“Ready to make baffling jargon and unclear advice a thing of the past?”

Source: RevenueBase Database · checked Sep 30, 2026
8Partial evidenceLiverpool Street, United KingdomHQ checked Sep 30, 2026501-1,000392 contacts →

Partial evidence

“Expert investment management and financial planning.”

Source: RevenueBase Database · checked Sep 30, 2026
9Partial evidenceLondon, United KingdomHQ checked Sep 30, 2026501-1,000284 contacts →

Partial evidence

“Saltus is an independently owned financial planning and investment management company.”

Source: RevenueBase Database · checked Sep 30, 2026
10Partial evidenceLondon, United KingdomHQ checked Sep 30, 2026201-500232 contacts →

Partial evidence

“At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.”

Source: RevenueBase Database · checked Sep 30, 2026
11Indirect evidenceBracknell, United KingdomHQ checked Sep 30, 2026501-1,000168 contacts →

Indirect evidence

“When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.”

Source: RevenueBase Database · checked Sep 30, 2026
12Partial evidenceLondon, United KingdomHQ checked Sep 30, 202651-200100 contacts →

Partial evidence

“HFMC Wealth is a UK independent financial adviser specialising in high‑net‑worth clients (£1m–£5m), recognised in the FT Adviser Top 20 and Citywire Top 100.”

Source: RevenueBase Database · checked Sep 30, 2026
13Partial evidenceSt Albans, United KingdomHQ checked Sep 30, 202651-20088 contacts →

Partial evidence

“Lumin provides personable financial advice and investment management services.”

Source: RevenueBase Database · checked Sep 30, 2026
14Indirect evidenceScott Drive, United KingdomHQ checked Sep 30, 202651-20075 contacts →

Indirect evidence

“Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.”

Source: RevenueBase Database · checked Sep 30, 2026
15Partial evidenceLondon, United KingdomHQ checked Sep 30, 202651-20058 contacts →

Partial evidence

“Netwealth is a UK-based modern wealth manager, who helps individuals and their families to plan and manage their personal wealth.”

Source: RevenueBase Database · checked Sep 30, 2026
16Indirect evidenceHarpenden, United KingdomHQ checked Sep 30, 202651-20048 contacts →

Indirect evidence

“Helping you make better financial decisions.”

Source: RevenueBase Database · checked Sep 30, 2026
17Partial evidenceAlton, United KingdomHQ checked Sep 30, 202651-20048 contacts →

Partial evidence

“Murdoch Asset Management is a large regional IFA, currently managing in excess of £700 million of assets for our private client base.”

Source: RevenueBase Database · checked Sep 30, 2026
18Indirect evidenceLondon, United KingdomHQ checked Sep 30, 2026201-50046 contacts →

Indirect evidence

“We’ve rebranded.”

Source: RevenueBase Database · checked Sep 30, 2026
19Strong evidenceSunningdale, United KingdomHQ checked Sep 30, 202611-5042 contacts →

Strong evidence

“Ascot Wealth Management was created in 2010 by Mark Insley and has evolved into an advisory practice owned and shaped by clients.”

Source: RevenueBase Database · checked Sep 30, 2026
20Strong evidenceWakefield, United KingdomHQ checked Sep 30, 202611-5037 contacts →

Strong evidence

“At Navigation Wealth Management Ltd, a Managing Partner Practice of St.”

Source: RevenueBase Database · checked Sep 30, 2026
21Partial evidenceLondon, United KingdomHQ checked Sep 30, 202611-5037 contacts →

Partial evidence

“We place an equal emphasis on quality financial planning and asset management, with each progressively informing the other.”

Source: RevenueBase Database · checked Sep 30, 2026
22Strong evidenceNottingham, United KingdomHQ checked Sep 30, 202611-5036 contacts →

Strong evidence

“Established in Fiscal Engineers is a multi-award winning boutique wealth management firm, accredited by the Institute of Financial Planning and a ‘big four’ global accounting firm.”

Source: RevenueBase Database · checked Sep 30, 2026
23Indirect evidenceBurgess Hill, United KingdomHQ checked Sep 30, 202611-5035 contacts →

Indirect evidence

“We help people take care of their money, with thoughtful advice shaped around what matters most to them and their families.”

Source: RevenueBase Database · checked Sep 30, 2026
24Indirect evidenceWakefield, United KingdomHQ checked Sep 30, 202651-20033 contacts →

Indirect evidence

“At Finli, we aim to deliver a fresh approach to financial advice.”

Source: RevenueBase Database · checked Sep 30, 2026
25Indirect evidenceNorwich, United KingdomHQ checked Sep 30, 202611-5033 contacts →

Indirect evidence

“We strive to create a successful investment experience for you to meet your income needs by implementing and monitoring your investment ‘asset allocation’ aligned to your specific…”

Source: RevenueBase Database · checked Sep 30, 2026

Showing 25 of 979 athlete wealth management firms based in the United Kingdom

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Athlete wealth management firms based in the United Kingdom at a glance

As of Sep 30, 2026
41.1%Verified-email coverage
18.9Average contacts per company
1-10Median size (employees)
23.0%Largest-city concentration · London
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
678
11-50
246
51-200
23
201-500
9
501-1,000
9
1,001-5,000
4
5,001-10,000
1

Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 979 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 athlete wealth management 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 the United Kingdom whose own description of what they do matches “athlete wealth management 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 athlete wealth management 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 athlete wealth management firms, and records with no verified work email. Companies headquartered outside United Kingdom 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, 7,585 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 30, 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.

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 athlete wealth management 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 athlete wealth management firms are there based in the United Kingdom?

RevenueBase identified 979 athlete wealth management firms headquartered in the 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?

St. James's Place, headquartered in Cirencester, tops this list with the largest team on record.

Which city has the most athlete wealth management firms?

London leads with 225 headquartered companies, followed by Manchester (28) and Bristol (17).

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 7,585 verified decision-maker contacts tracked across these 979 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 30, 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.