Company lists · Data refreshed September 2026

Top 25 Comprehensive financial planning firms based in Manchester, United Kingdom

Name: Comprehensive financial planning firms based in Manchester, United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 59 companies tracked

RevenueBase identified 59 comprehensive financial planning firms headquartered in Manchester, United Kingdom as of September 2026 and tracks 398 professional contacts across them, including 223 with verified work emails. London is the largest hub.

This list covers comprehensive financial planning firms 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

59Companies

398Contacts tracked

223Verified emails

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The 25 largest comprehensive financial planning firms based in Manchester, United Kingdom

Ranked by team size

Top 25 of 59 comprehensive financial planning firms 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 comprehensive financial planning 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	Pareto Financial Planning	Strong evidence	Manchester, United KingdomHQ checked Sep 19, 2026	51-200	66 contacts →
	Strong 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
2	Five Wealth LTD	Indirect evidence	Manchester, United KingdomHQ checked Sep 19, 2026	11-50	33 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
3	Compass Financial UK Limited	Indirect evidence	Manchester, United KingdomHQ checked Sep 19, 2026	11-50	26 contacts →
	Indirect evidence “We understand no two clients or circumstances are the same.” Source: RevenueBase Database · checked Sep 19, 2026
4	Throgmorton Capital Management	Strong evidence	Manchester, United KingdomHQ checked Sep 19, 2026	11-50	18 contacts →
	Strong 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
5	Sedulo Wealth	Partial evidence	Manchester, United KingdomHQ checked Sep 19, 2026	11-50	17 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
6	RWA Financial Planning	Strong evidence	Manchester, United KingdomHQ checked Sep 19, 2026	11-50	16 contacts →
	Strong evidence “RWA Financial Planning is a Senior Partner Practice of St.” Source: RevenueBase Database · checked Sep 19, 2026
7	Concerva Limited	Indirect evidence	Manchester, United KingdomHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “At Conçerva we recognise that all of our clients are unique.” Source: RevenueBase Database · checked Sep 19, 2026
8	Torevell & Partners	Partial evidence	Manchester, United KingdomHQ checked Sep 19, 2026	11-50	13 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
9	Stratton Wealth Management	Partial evidence	Manchester, United KingdomHQ checked Sep 19, 2026	1-10	13 contacts →
	Partial evidence “We’re a team of experienced Independent Financial Advisers.” Source: RevenueBase Database · checked Sep 19, 2026
10	Smart Financial	Partial evidence	Manchester, United KingdomHQ checked Sep 19, 2026	11-50	12 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
11	Genesis Wealth Management Limited	Partial evidence	Manchester, United KingdomHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “GENESIS WEALTH MANAGEMENT LIMITED are independent financial advisers with offices in Manchester and Glasgow.” Source: RevenueBase Database · checked Sep 19, 2026
12	Depledge Strategic Wealth Management LTD	Indirect evidence	Manchester, United KingdomHQ checked Sep 19, 2026	1-10	10 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
13	Mottram	Partial evidence	Manchester, United KingdomHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Mottram Financial Services is a chartered firm of independent financial advisers.” Source: RevenueBase Database · checked Sep 19, 2026
14	Irwell Wealth Management	Partial evidence	Manchester, United KingdomHQ checked Sep 19, 2026	11-50	8 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
15	Sustainable Wealth Management	Indirect evidence	Manchester, United KingdomHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Our approach is straightforward.” Source: RevenueBase Database · checked Sep 19, 2026
16	Moffatt Financial Planning Limited	Indirect evidence	Manchester, United KingdomHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
17	Carpenter Rees LTD	Indirect evidence	Manchester, United KingdomHQ checked Sep 19, 2026	11-50	6 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
18	Clearway Financial Solutions	Strong evidence	Manchester, United KingdomHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong 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
19	Premier Wealth Solutions LTD	Partial evidence	Manchester, United KingdomHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Premier Wealth Solutions offer independent financial advice to individuals, families and businesses.” Source: RevenueBase Database · checked Sep 19, 2026
20	Retirement Professionals LTD	Partial evidence	Manchester, United KingdomHQ checked Sep 19, 2026	1-10	3 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
21	Kathryn L Wilkinson Wealth Management LTD	Indirect evidence	Manchester, United KingdomHQ checked Sep 19, 2026	1-10	3 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
22	Cottons Financial Planning LTD	Strong evidence	Manchester, United KingdomHQ checked Sep 19, 2026	11-50	3 contacts →
	Strong 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
23	Lionbridge Wealth Management	Partial evidence	Manchester, United KingdomHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Delivering exceptional financial advice to help you achieve a secure and independent financial future.” Source: RevenueBase Database · checked Sep 19, 2026
24	Leading Edge Wealth Planning	Strong evidence	Manchester, United KingdomHQ checked Sep 19, 2026	1-10	2 contacts →
	Strong evidence “Thoughtful and Purposeful Financial Planning We’re a team of innovators and idealists.” Source: RevenueBase Database · checked Sep 19, 2026
25	Dream Bricks Financial LTD	Partial evidence	Manchester, United KingdomHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Mortgage, Insurances, Will & Estate Planning” 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: comprehensive financial planning 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 comprehensive financial planning firms.
Partial evidence: Its own public description names part of comprehensive financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name comprehensive financial planning 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 59 comprehensive financial planning firms based in Manchester, United Kingdom

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Comprehensive financial planning firms based in Manchester, United Kingdom at a glance

As of Sep 19, 2026

56.0%Verified-email coverage

6.7Average contacts per company

1-10Median size (employees)

857.6%Largest-city concentration · London

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 59 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 comprehensive financial planning 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 Manchester, United Kingdom whose own description of what they do matches “comprehensive financial planning 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 comprehensive financial planning 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 comprehensive financial planning firms, 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, 223 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.

Comprehensive financial planning firms by metro in the United Kingdom

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 comprehensive financial planning 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 comprehensive financial planning firms are there based in Manchester, United Kingdom?

RevenueBase identified 59 comprehensive financial planning firms 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 comprehensive financial planning firms?

London leads with 506 headquartered companies, followed by Glasgow (60) and Manchester (59).

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 223 verified decision-maker contacts tracked across these 59 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.