Company lists · Data refreshed September 2026
Top 25 Corporate financial planning firms based in the United Kingdom
RevenueBase identified 1,825 company matches for corporate financial planning firms associated with the United Kingdom as of September 2026 and tracks 14,266 professional contacts across them, including 6,979 with verified work emails. London is the largest hub.
This list covers company matches for corporate financial planning firms 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 September 19, 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.
The 25 largest corporate financial planning firms based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 689 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 589 contacts → | ||||
Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 392 contacts → | ||||
Exact match “Expert investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 359 contacts → | ||||
Exact match “Perspective Financial Group Ltd is the parent company of over 60 client-centric financial planning offices.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 297 contacts → | ||||
Exact match “We set the benchmark for financial planning advice, technology and solutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 262 contacts → | ||||
Exact match “Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 211 contacts → | ||||
Exact match “We’re Attivo, Chartered, independent Lifestyle Financial Planners.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 188 contacts → | ||||
Exact match “Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 176 contacts → | ||||
Exact match “Reeves helps successful individuals enjoy their future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 165 contacts → | ||||
Exact match “Origen Financial Services is one of the UK’s leading financial advisers.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 138 contacts → | ||||
Exact match “We are a financial Professional Services firm, committed to giving you a simple and straightforward experience and ensuring you get the sophisticated financial outcomes you want.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 135 contacts → | ||||
Exact match “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 133 contacts → | ||||
Exact match “As one of the largest privately owned Independent Financial Advisers in the UK, we have been building successful long-term relationships with clients for 50 years.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 117 contacts → | ||||
Exact match “You work hard for your money - and it should work hard for you.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 114 contacts → | ||||
Exact match “WHAT WE CAN DO FOR YOU We can provide you with advice on every aspect of your financial affairs, whether personal, business or a mixture of both.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 109 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 109 contacts → | ||||
Exact match “Starting from the simple principle that every client should be treated as our only client, our foundations are based on trust, experience and outstanding service.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 100 contacts → | ||||
Exact match “Becketts is recognised as being one of the largest regional providers of financial advice to individuals and corporate clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 100 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 93 contacts → | ||||
Exact match “Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 88 contacts → | ||||
Exact match “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 84 contacts → | ||||
Exact match “Established in 1998, Cullen Wealth has grown to employ over 75 staff including 28 independent financial planning consultants.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 84 contacts → | ||||
Exact match “Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 83 contacts → | ||||
Exact match “Our purpose is to make people's lives better.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 76 contacts → | ||||
Exact match “One of Norfolk's leading firms of Chartered Financial Planners providing expert financial strategies for individuals and businesses including pensions and investments.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “corporate financial planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,825 corporate financial planning firms based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 6,979 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Corporate financial planning firms based in the United Kingdom at a glance
As of Sep 19, 2026Companies by employee count
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 1,825 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 “corporate financial planning firms” 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 6,979 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 September 19, 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.
Corporate financial planning firms by metro
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 “corporate financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many corporate financial planning firms are there based in the United Kingdom?
RevenueBase identified 1,825 company matches for corporate financial planning firms associated with the United Kingdom as of September 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?
Succession Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most corporate financial planning firms?
London leads with 315 company records, followed by Manchester (34) and Edinburgh (29).
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 6,979 professional contacts with verified work emails tracked across these 1,825 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 September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,825 corporate financial planning firms based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Corporate financial planning firms by geography
- Corporate financial planning firms based in Adelaide, Australia
- Corporate financial planning firms based in Brisbane, Australia
- Corporate financial planning firms based in Melbourne, Australia
- Corporate financial planning firms based in Sydney, Australia
- Corporate financial planning firms based in Belo Horizonte, Brazil
- Corporate financial planning firms based in Rio De Janeiro, Brazil
- Corporate financial planning firms based in Sao Paulo, Brazil
- Corporate financial planning firms based in Calgary, Canada
- Corporate financial planning firms based in Edmonton, Canada
- Corporate financial planning firms based in Mississauga, Canada
- Corporate financial planning firms based in Montreal, Canada
- Corporate financial planning firms based in Ottawa, 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 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Corporate financial planning firms based in Adelaide, Australia
- Corporate financial planning firms based in Brisbane, Australia
- Corporate financial planning firms based in Melbourne, Australia
- Corporate financial planning firms based in Sydney, Australia
- Corporate financial planning firms based in Belo Horizonte, Brazil
- Corporate financial planning firms based in Rio De Janeiro, Brazil
Company intelligence · public preview
Top 25 corporate financial planning firms based in the United Kingdom
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,825 matching company records for corporate financial planning firms based in the United Kingdom, with 14,266 tracked contacts and 6,979 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 corporate financial planning firms based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Succession Wealthsuccessionwealth.co.ukHQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 689 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Chase DE Verechasedevere.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 589 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Close Brothers Asset Managementclosebrothersam.comHQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 392 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Perspective Financial Group LTDpfgl.co.ukHQ: Chorley, United KingdomReported employees: 501-1,000 | Chorley, United Kingdom | 501-1,000 | Exact match | 359 contacts → |
“Perspective Financial Group Ltd is the parent company of over 60 client-centric financial planning offices.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Benchmark Capitalbenchmarkcapital.co.ukHQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 297 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Wren Sterlingwrensterling.comHQ: Nottingham, United KingdomReported employees: 201-500 | Nottingham, United Kingdom | 201-500 | Exact match | 262 contacts → |
“Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Attivoattivo.co.uk HQ: Cheltenham, United KingdomReported employees: 51-200 | Cheltenham, United Kingdom | 51-200 | Exact match | 211 contacts → |
“We’re Attivo, Chartered, independent Lifestyle Financial Planners.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  The Private Office TPOtheprivateoffice.comHQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 188 contacts → |
“Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Reevesreevesifa.comHQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 176 contacts → |
“Reeves helps successful individuals enjoy their future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Origen Financial Servicesorigenfs.co.ukHQ: Farnborough, United KingdomReported employees: 51-200 | Farnborough, United Kingdom | 51-200 | Exact match | 165 contacts → |
“Origen Financial Services is one of the UK’s leading financial advisers.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Acuity Professional Groupacuityprofessional.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 138 contacts → |
“We are a financial Professional Services firm, committed to giving you a simple and straightforward experience and ensuring you get the sophisticated financial outcomes you want.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Clearwater Wealth Managementclearwaterwm.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 135 contacts → |
“Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Lowes A Saltus Businesslowes.co.ukHQ: Jesmond, United KingdomReported employees: 51-200 | Jesmond, United Kingdom | 51-200 | Exact match | 133 contacts → |
“As one of the largest privately owned Independent Financial Advisers in the UK, we have been building successful long-term relationships with clients for 50 years.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Benchmark Financial Planningbenchmarkfp.co.uk HQ: Horsham, United KingdomReported employees: 51-200 | Horsham, United Kingdom | 51-200 | Exact match | 117 contacts → |
“You work hard for your money - and it should work hard for you.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Ryecroft Glentonryecroftglenton.comHQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 114 contacts → |
“WHAT WE CAN DO FOR YOU We can provide you with advice on every aspect of your financial affairs, whether personal, business or a mixture of both.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Insight Financial Associatesinsightifa.comHQ: Norwich, United KingdomReported employees: 51-200 | Norwich, United Kingdom | 51-200 | Exact match | 109 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Cooper Associates Groupthecooperway.com HQ: Taunton, United KingdomReported employees: 51-200 | Taunton, United Kingdom | 51-200 | Exact match | 109 contacts → |
“Starting from the simple principle that every client should be treated as our only client, our foundations are based on trust, experience and outstanding service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Beckett Investment Management Groupbeckettinvest.comHQ: Bury St. Edmunds, United KingdomReported employees: 51-200 | Bury St. Edmunds, United Kingdom | 51-200 | Exact match | 100 contacts → |
“Becketts is recognised as being one of the largest regional providers of financial advice to individuals and corporate clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Hfmc Wealthhfmcwealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 100 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Quilter Cheviotquiltercheviot.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 93 contacts → |
“Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  NOVAnovawm.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 88 contacts → |
“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Cullen Wealthcullenwealth.co.uk HQ: Stockport, United KingdomReported employees: 51-200 | Stockport, United Kingdom | 51-200 | Exact match | 84 contacts → |
“Established in 1998, Cullen Wealth has grown to employ over 75 staff including 28 independent financial planning consultants.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Amber River True Bearingamberriver.comHQ: Chorley, United KingdomReported employees: 51-200 | Chorley, United Kingdom | 51-200 | Exact match | 84 contacts → |
“Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Equilibrium Financial Planningequilibrium.co.uk HQ: Wilmslow, United KingdomReported employees: 51-200 | Wilmslow, United Kingdom | 51-200 | Exact match | 83 contacts → |
“Our purpose is to make people's lives better.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Smith & Pinchingsmith-pinching.co.uk HQ: Norwich, United KingdomReported employees: 51-200 | Norwich, United Kingdom | 51-200 | Exact match | 76 contacts → |
“One of Norfolk's leading firms of Chartered Financial Planners providing expert financial strategies for individuals and businesses including pensions and investments.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,825 company matches
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Corporate financial planning firms: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,811 records in the displayed employee bands.
14 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 1,825 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Corporate financial planning firms by metro
Questions about this company list
What does Exact match mean for corporate financial planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many corporate financial planning firms did RevenueBase find based in the United Kingdom?
The saved snapshot records 1,825 matching company records, 14,266 tracked contacts and 6,979 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Corporate financial planning firms by geography
- Corporate financial planning firms based in Adelaide, Australia
- Corporate financial planning firms based in Brisbane, Australia
- Corporate financial planning firms based in Melbourne, Australia
- Corporate financial planning firms based in Sydney, Australia
- Corporate financial planning firms based in Belo Horizonte, Brazil
- Corporate financial planning firms based in Rio De Janeiro, Brazil
- Corporate financial planning firms based in Sao Paulo, Brazil
- Corporate financial planning firms based in Calgary, Canada
- Corporate financial planning firms based in Edmonton, Canada
- Corporate financial planning firms based in Mississauga, Canada
- Corporate financial planning firms based in Montreal, Canada
- Corporate financial planning firms based in Ottawa, Canada
Cite this list
RevenueBase Data Team. Top 25 corporate financial planning firms based in the United Kingdom. Snapshot: September 19, 2026. https://revenuebase.ai/companies/corporate-financial-planning-firms/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Corporate financial planning firms based in Adelaide, Australia
- Corporate financial planning firms based in Brisbane, Australia
- Corporate financial planning firms based in Melbourne, Australia
- Corporate financial planning firms based in Sydney, Australia
- Corporate financial planning firms based in Belo Horizonte, Brazil
- Corporate financial planning firms based in Rio De Janeiro, Brazil
Company intelligence · public preview
Top 25 corporate financial planning firms based in the United Kingdom
RevenueBase records 1,825 matching company records for corporate financial planning firms based in the United Kingdom, with 14,266 tracked contacts and 6,979 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 corporate financial planning firms based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Succession Wealthsuccessionwealth.co.uk HQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 689 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Chase DE Verechasedevere.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 589 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Close Brothers Asset Managementclosebrothersam.com HQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 392 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Perspective Financial Group LTDpfgl.co.uk HQ: Chorley, United KingdomReported employees: 501-1,000 | Chorley, United Kingdom | 501-1,000 | Exact match | 359 contacts → |
“Perspective Financial Group Ltd is the parent company of over 60 client-centric financial planning offices.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Benchmark Capitalbenchmarkcapital.co.uk HQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 297 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Wren Sterlingwrensterling.com HQ: Nottingham, United KingdomReported employees: 201-500 | Nottingham, United Kingdom | 201-500 | Exact match | 262 contacts → |
“Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Attivoattivo.co.uk HQ: Cheltenham, United KingdomReported employees: 51-200 | Cheltenham, United Kingdom | 51-200 | Exact match | 211 contacts → |
“We’re Attivo, Chartered, independent Lifestyle Financial Planners.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | The Private Office TPOtheprivateoffice.com HQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 188 contacts → |
“Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Reevesreevesifa.com HQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 176 contacts → |
“Reeves helps successful individuals enjoy their future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Origen Financial Servicesorigenfs.co.uk HQ: Farnborough, United KingdomReported employees: 51-200 | Farnborough, United Kingdom | 51-200 | Exact match | 165 contacts → |
“Origen Financial Services is one of the UK’s leading financial advisers.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Acuity Professional Groupacuityprofessional.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 138 contacts → |
“We are a financial Professional Services firm, committed to giving you a simple and straightforward experience and ensuring you get the sophisticated financial outcomes you want.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Clearwater Wealth Managementclearwaterwm.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 135 contacts → |
“Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Lowes A Saltus Businesslowes.co.uk HQ: Jesmond, United KingdomReported employees: 51-200 | Jesmond, United Kingdom | 51-200 | Exact match | 133 contacts → |
“As one of the largest privately owned Independent Financial Advisers in the UK, we have been building successful long-term relationships with clients for 50 years.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Benchmark Financial Planningbenchmarkfp.co.uk HQ: Horsham, United KingdomReported employees: 51-200 | Horsham, United Kingdom | 51-200 | Exact match | 117 contacts → |
“You work hard for your money - and it should work hard for you.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Ryecroft Glentonryecroftglenton.com HQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 114 contacts → |
“WHAT WE CAN DO FOR YOU We can provide you with advice on every aspect of your financial affairs, whether personal, business or a mixture of both.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Insight Financial Associatesinsightifa.com HQ: Norwich, United KingdomReported employees: 51-200 | Norwich, United Kingdom | 51-200 | Exact match | 109 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Cooper Associates Groupthecooperway.com HQ: Taunton, United KingdomReported employees: 51-200 | Taunton, United Kingdom | 51-200 | Exact match | 109 contacts → |
“Starting from the simple principle that every client should be treated as our only client, our foundations are based on trust, experience and outstanding service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Beckett Investment Management Groupbeckettinvest.com HQ: Bury St. Edmunds, United KingdomReported employees: 51-200 | Bury St. Edmunds, United Kingdom | 51-200 | Exact match | 100 contacts → |
“Becketts is recognised as being one of the largest regional providers of financial advice to individuals and corporate clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Hfmc Wealthhfmcwealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 100 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Quilter Cheviotquiltercheviot.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 93 contacts → |
“Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | NOVAnovawm.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 88 contacts → |
“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Cullen Wealthcullenwealth.co.uk HQ: Stockport, United KingdomReported employees: 51-200 | Stockport, United Kingdom | 51-200 | Exact match | 84 contacts → |
“Established in 1998, Cullen Wealth has grown to employ over 75 staff including 28 independent financial planning consultants.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Amber River True Bearingamberriver.com HQ: Chorley, United KingdomReported employees: 51-200 | Chorley, United Kingdom | 51-200 | Exact match | 84 contacts → |
“Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Equilibrium Financial Planningequilibrium.co.uk HQ: Wilmslow, United KingdomReported employees: 51-200 | Wilmslow, United Kingdom | 51-200 | Exact match | 83 contacts → |
“Our purpose is to make people's lives better.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Smith & Pinchingsmith-pinching.co.uk HQ: Norwich, United KingdomReported employees: 51-200 | Norwich, United Kingdom | 51-200 | Exact match | 76 contacts → |
“One of Norfolk's leading firms of Chartered Financial Planners providing expert financial strategies for individuals and businesses including pensions and investments.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Corporate financial planning firms: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,811 records in the displayed employee bands.
14 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 1,825 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Corporate financial planning firms by metro
Questions about this company list
What does Exact match mean for corporate financial planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many corporate financial planning firms did RevenueBase find based in the United Kingdom?
The saved snapshot records 1,825 matching company records, 14,266 tracked contacts and 6,979 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Corporate financial planning firms by geography
- Corporate financial planning firms based in Adelaide, Australia
- Corporate financial planning firms based in Brisbane, Australia
- Corporate financial planning firms based in Melbourne, Australia
- Corporate financial planning firms based in Sydney, Australia
- Corporate financial planning firms based in Belo Horizonte, Brazil
- Corporate financial planning firms based in Rio De Janeiro, Brazil
- Corporate financial planning firms based in Sao Paulo, Brazil
- Corporate financial planning firms based in Calgary, Canada
- Corporate financial planning firms based in Edmonton, Canada
- Corporate financial planning firms based in Mississauga, Canada
- Corporate financial planning firms based in Montreal, Canada
- Corporate financial planning firms based in Ottawa, Canada
Cite this list
RevenueBase Data Team. Top 25 corporate financial planning firms based in the United Kingdom. Snapshot: September 19, 2026. https://revenuebase.ai/companies/corporate-financial-planning-firms/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Corporate financial planning firms based in Adelaide, Australia
- Corporate financial planning firms based in Brisbane, Australia
- Corporate financial planning firms based in Melbourne, Australia
- Corporate financial planning firms based in Sydney, Australia
- Corporate financial planning firms based in Belo Horizonte, Brazil
- Corporate financial planning firms based in Rio De Janeiro, Brazil