Company lists · Data refreshed September 2026
Top 10 Comprehensive financial planning firms based in Norwich, United Kingdom
RevenueBase identified 27 comprehensive financial planning firms headquartered in Norwich, United Kingdom as of September 2026 and tracks 392 professional contacts across them, including 199 with verified work emails. London is the largest hub.
This list covers comprehensive financial planning firms headquartered in Norwich, 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.
The 10 largest comprehensive financial planning firms based in Norwich, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 109 contacts → | ||||
Partial evidence “At Insight Financial Associates, everything we do is built around a simple belief: you should feel confident, informed and in control of your financial future.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 76 contacts → | ||||
Partial evidence “One of Norfolk's leading firms of Chartered Financial Planners providing expert financial strategies for individuals and businesses including pensions and investments.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 33 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 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 31 contacts → | ||||
Partial evidence “Award-winning Chartered Financial Planners, founded in 2001.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 18 contacts → | ||||
Partial evidence “A refreshingly different approach to financial advice – a real interest in what drives you and your business.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Partial evidence “We are independent financial advisers who combine the latest technology with traditional values to deliver a first class service to our clients, many of whom have been with us for…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Partial evidence “We are a small firm of Independent Financial Advisers based in Norwich, Norfolk.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 2 contacts → | ||||
Indirect evidence “Our ethos is to provide our clients with a high level of service, both initially and on an ongoing basis.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 1 contacts → | ||||
Strong evidence “At Brancaster House we do things differently: we put you and your needs at the very heart of our Accountancy & Financial Planning service.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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 10 of 27 comprehensive financial planning firms based in Norwich, United Kingdom
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 199 reachable decision-makers.
Free signup · no credit card
Comprehensive financial planning firms based in Norwich, United Kingdom at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole United Kingdom list rather than for Norwich, so it is reported there. Company counts and contact totals on this page are exact for Norwich, over 27 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 Norwich, 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 Norwich 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, 199 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
- Comprehensive financial planning firms in London506
- Comprehensive financial planning firms in Glasgow60
- Comprehensive financial planning firms in Manchester59
- Comprehensive financial planning firms in Leeds55
- Comprehensive financial planning firms in Edinburgh51
- Comprehensive financial planning firms in Bristol49
- Comprehensive financial planning firms in Birmingham38
- Comprehensive financial planning firms in Belfast32
- Comprehensive financial planning firms in Cardiff27
- Comprehensive financial planning firms in Norwich27
- Comprehensive financial planning firms in Nottingham27
- Comprehensive financial planning firms in Liverpool25
- Comprehensive financial planning firms in Newcastle Upon Tyne25
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 Norwich, United Kingdom?
RevenueBase identified 27 comprehensive financial planning firms headquartered in Norwich, 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?
Insight Financial Associates, headquartered in Norwich, 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 199 verified decision-maker contacts tracked across these 27 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.
Ready to reach these companies? Verified emails and direct dials for all 27 comprehensive financial planning firms based in Norwich, United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Comprehensive financial planning firms by geography
- Comprehensive financial planning firms based in Adelaide, Australia
- Comprehensive financial planning firms based in Brisbane City, Australia
- Comprehensive financial planning firms based in Brisbane, Australia
- Comprehensive financial planning firms based in Melbourne, Australia
- Comprehensive financial planning firms based in North Sydney, Australia
- Comprehensive financial planning firms based in Perth, Australia
- Comprehensive financial planning firms based in Sydney, Australia
- Comprehensive financial planning firms based in Belo Horizonte, Brazil
- Comprehensive financial planning firms based in Porto Alegre, Brazil
- Comprehensive financial planning firms based in Rio De Janeiro, Brazil
- Comprehensive financial planning firms based in Sao Paulo, Brazil
- Comprehensive financial planning firms based in Calgary, Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Comprehensive financial planning firms based in Adelaide, Australia
- Comprehensive financial planning firms based in Brisbane City, Australia
- Comprehensive financial planning firms based in Brisbane, Australia
- Comprehensive financial planning firms based in Melbourne, Australia
- Comprehensive financial planning firms based in North Sydney, Australia
- Comprehensive financial planning firms based in Perth, Australia