Company lists · Data refreshed November 2026

Top 17 Charitable planning advisors based in the United Kingdom

RevenueBase identified 30 company matches for charitable planning advisors associated with the United Kingdom as of November 2026 and tracks 349 professional contacts across them, including 220 with verified work emails. London is the largest hub.

This list covers company matches for charitable planning advisors associated with the United Kingdom, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
30Companies
349Contacts tracked
220Verified emails
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The 17 largest charitable planning advisors based in the United Kingdom

Ranked by team size
Top 17 of 30 company matches for charitable planning advisors based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchLondon, United KingdomHQ recorded Nov 6, 202651-200109 contacts →

Exact match

“We have been working with generous Christians and the ministries they support for over a century.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchLondon, United KingdomHQ recorded Nov 6, 202611-5046 contacts →

Exact match

“Looking to grow your international fundraising - or give across borders with confidence?”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchLondon, United KingdomHQ recorded Nov 6, 202611-5034 contacts →

Exact match

“Prism the Gift Fund administers charitable donations from individuals, foundations and group fundraisers.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchLondon, United KingdomHQ recorded Nov 6, 202611-5034 contacts →

Exact match

“Welcome to Philanthropy Company.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchCockermouth, United KingdomHQ recorded Nov 6, 202611-5021 contacts →

Exact match

“We provide philanthropic services to individuals, families and organisations and manage more than 100 grantmaking funds, supporting more than 500 community projects per year on…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchLondon, United KingdomHQ recorded Nov 6, 202611-5015 contacts →

Exact match

“Aspinalls is a specialist financial planning practice committed to delivering highly personalised services to individual private clients, families and their Trusts, Estates and…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchLondon, United KingdomHQ recorded Nov 6, 20261-1013 contacts →

Exact match

“National Philanthropic Trust UK (NPT UK) is a UK-registered charity dedicated to providing philanthropic expertise to donors, financial institutions, foundations and charities…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchLondon, United KingdomHQ recorded Nov 6, 20261-1011 contacts →

Exact match

“Money Tree Fundraising is a trusted expert in the philanthropic sector, dedicated to transforming how charities and philanthropists achieve their ambitions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchBelfast, United KingdomHQ recorded Nov 6, 20261-103 contacts →

Exact match

“Validaid offers US donors, financial advisors, solicitors, accountants and wealth managers a fully automated Donor Advised Fund (DAF), a matching and impact measurement service to…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchManchester, United KingdomHQ recorded Nov 6, 20261-103 contacts →

Exact match

“The Charity Service is a trusted expert in charitable giving.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchSheffield, United KingdomHQ recorded Nov 6, 20261-103 contacts →

Exact match

“Purple Wealth Limited provide bespoke services tailored to each individual, and along with our professional partners, including lawyers & specialist accountants, specialist…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchBattle, United KingdomHQ recorded Nov 6, 20261-102 contacts →

Exact match

“Our primary motivation is to ensure your assets and loved ones are protected by providing you with the right advice and estate planning solutions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchChester, United KingdomHQ recorded Nov 6, 20261-102 contacts →

Exact match

“For donors we offer real understanding of your philanthropic passions with a deep and wide knowledge of the charity sector, especially across the north of England, introductions…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchLondon, United KingdomHQ recorded Nov 6, 20261-102 contacts →

Exact match

“GivingWorks is a UK-registered charity that exists to act as a support and services organisation for individuals, groups, companies and corporations who want to carry out their…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchLondon, United KingdomHQ recorded Nov 6, 20261-102 contacts →

Exact match

“The Together Charity Foundation has been established as a vehicle to promote efficient, economic and effective philanthropy for clients of the financial planning community.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchSt Neots, United KingdomHQ recorded Nov 6, 2026n/a2 contacts →

Exact match

“Consider a legacy writing or updating your Will provides an opportunity to make special gifts to charities that are important to you.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchLondon, United KingdomHQ recorded Nov 6, 20261-101 contacts →

Exact match

“Aurelia Philanthropy is a boutique consulting service, aimed at finding innovative and engaging solutions to help donors meet their philanthropic aims and support the best…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 17 of 30 charitable planning advisors based in the United Kingdom

See the full list, filter by size, metro and specialty, and access 220 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Charitable planning advisors based in the United Kingdom at a glance

As of Nov 6, 2026
63.0%Verified-email coverage
11.6Average contacts per company
1-10Median size (employees)
40.0%Largest-city concentration · London
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
21
11-50
7
51-200
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 30 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United Kingdom whose business descriptions match “charitable planning advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 220 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “charitable planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many charitable planning advisors are there based in the United Kingdom?

RevenueBase identified 30 company matches for charitable planning advisors associated with the United Kingdom as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Stewardship tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most charitable planning advisors?

London leads with 12 company records, followed by Battle (1) and Belfast (1).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 220 professional contacts with verified work emails tracked across these 30 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 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 SmartSearch, 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.