Company lists · Data refreshed September 2026

Top 25 Chartered financial planners based in Manchester, United Kingdom

RevenueBase identified 68 chartered financial planners headquartered in Manchester, United Kingdom as of September 2026 and tracks 431 professional contacts across them, including 233 with verified work emails. London is the largest hub.

This list covers chartered financial planners headquartered in Manchester, 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
68Companies
431Contacts tracked
233Verified emails
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The 25 largest chartered financial planners based in Manchester, United Kingdom

Ranked by team size
Top 25 of 68 chartered financial planners based in Manchester, United Kingdom, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to chartered financial planners: 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
1Partial evidenceManchester, United KingdomHQ checked Sep 19, 202651-20066 contacts →

Partial evidence

“Pareto Financial Planning is an award-winning independent financial planning firm, recognised in the FTAdviser Top 100 Advisers in the UK, Citywire NMA Top 100, and named a Best…”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceManchester, United KingdomHQ checked Sep 19, 202611-5033 contacts →

Indirect evidence

“Five Wealth was founded in 2016 by five individuals, all with significant experience in the industry and an ambition to grow into the North’s leading wealth management business…”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceManchester, United KingdomHQ checked Sep 19, 202611-5026 contacts →

Indirect evidence

“We understand no two clients or circumstances are the same.”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceManchester, United KingdomHQ checked Sep 19, 202611-5018 contacts →

Partial evidence

“We help people throughout the country to achieve their financial goals by providing personalised financial planning and expert investment management services.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceManchester, United KingdomHQ checked Sep 19, 202611-5017 contacts →

Partial evidence

“At Sedulo Wealth we believe financial services can be done better, can improve the lives of our clients, and can truly add value.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceManchester, United KingdomHQ checked Sep 19, 202611-5016 contacts →

Partial evidence

“RWA Financial Planning is a Senior Partner Practice of St.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceManchester, United KingdomHQ checked Sep 19, 202611-5015 contacts →

Indirect evidence

“At Conçerva we recognise that all of our clients are unique.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceManchester, United KingdomHQ checked Sep 19, 202611-5013 contacts →

Partial evidence

“The company can trace its origins to 1973 when Alan Torevell founded Torevell Mahon, one of Manchester’s first financial advisory firms.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceManchester, United KingdomHQ checked Sep 19, 20261-1013 contacts →

Partial evidence

“We’re a team of experienced Independent Financial Advisers.”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceManchester, United KingdomHQ checked Sep 19, 202611-5012 contacts →

Partial evidence

“Smart Financial’s ‘Why?’ is to empower our clients to achieve and maintain the life they want without fear of ever running out of money.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceManchester, United KingdomHQ checked Sep 19, 202611-5011 contacts →

Partial evidence

“GENESIS WEALTH MANAGEMENT LIMITED are independent financial advisers with offices in Manchester and Glasgow.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceManchester, United KingdomHQ checked Sep 19, 20261-1010 contacts →

Indirect evidence

“Depledge Strategic Wealth Management Ltd has been created to assist clients through the maze of wealth management services and offer a truly trusted partner for the long term.”

Source: RevenueBase Database · checked Sep 19, 2026
13Strong evidenceManchester, United KingdomHQ checked Sep 19, 20261-108 contacts →

Strong evidence

“Mottram Financial Services is a chartered firm of independent financial advisers.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceManchester, United KingdomHQ checked Sep 19, 202611-508 contacts →

Partial evidence

“Irwell Wealth Management is an Independent Financial Adviser firm based out of Barton Hall, Hardy St, Peel Green, Eccles, Manchester, United Kingdom.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceManchester, United KingdomHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Our approach is straightforward.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceManchester, United KingdomHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceManchester, United KingdomHQ checked Sep 19, 202611-506 contacts →

Indirect evidence

“Carpenter Rees is a well established firm, which since its inception in 1996, has built up an excellent reputation for its high standard of service and extensive expertise.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceManchester, United KingdomHQ checked Sep 19, 202611-504 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceManchester, United KingdomHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“We offer a comprehensive financial planning service for all your investment and protection needs: Pension Planning When do you want to retire and how much income will you need?”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceManchester, United KingdomHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Premier Wealth Solutions offer independent financial advice to individuals, families and businesses.”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceManchester, United KingdomHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“RETIREMENT PROFESSIONALS LTD is a specialist at retirement company and team of Independent Financial Advisers based at 1st Floor, 3 Worsley Court, High Street, Worsley…”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceManchester, United KingdomHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“At Kathryn L Wilkinson Wealth Management Ltd, we are very passionate about building long term relationships with all our clients founded on trust, excellent service and superior…”

Source: RevenueBase Database · checked Sep 19, 2026
23Partial evidenceManchester, United KingdomHQ checked Sep 19, 202611-503 contacts →

Partial evidence

“Cottons Financial Planning Ltd is a specialist business; providing financial services and advice to both individuals and companies.”

Source: RevenueBase Database · checked Sep 19, 2026
24Partial evidenceManchester, United KingdomHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Delivering exceptional financial advice to help you achieve a secure and independent financial future.”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidenceManchester, United KingdomHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Thoughtful and Purposeful Financial Planning We’re a team of innovators and idealists.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 68 chartered financial planners based in Manchester, United Kingdom

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Chartered financial planners based in Manchester, United Kingdom at a glance

As of Sep 19, 2026
54.1%Verified-email coverage
6.3Average contacts per company
1-10Median size (employees)
855.9%Largest-city concentration · London
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
47
11-50
20
51-200
1

Email recency for this list is measured across the whole United Kingdom list rather than for Manchester, so it is reported there. Company counts and contact totals on this page are exact for Manchester, over 68 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 chartered financial planners, 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 Manchester, United Kingdom whose own description of what they do matches “chartered financial planners”. 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 chartered financial planners), 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 chartered financial planners, and records with no verified work email. Companies headquartered outside Manchester 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, 233 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.

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 chartered financial planners, 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 chartered financial planners are there based in Manchester, United Kingdom?

RevenueBase identified 68 chartered financial planners headquartered in Manchester, 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?

Pareto Financial Planning, headquartered in Manchester, tops this list with the largest team on record.

Which city has the most chartered financial planners?

London leads with 582 headquartered companies, followed by Manchester (68) and Glasgow (65).

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 233 verified decision-maker contacts tracked across these 68 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.