Company lists · Data refreshed September 2026

Top 25 Corporate financial planning firms based in London, United Kingdom

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 315 companies tracked

RevenueBase identified 315 corporate financial planning firms headquartered in London, United Kingdom as of September 2026 and tracks 2,716 professional contacts across them, including 1,224 with verified work emails. London is the largest hub.

This list covers corporate financial planning firms headquartered in London, 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

315Companies

2,716Contacts tracked

1,224Verified emails

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The 25 largest corporate financial planning firms based in London, United Kingdom

Ranked by team size

Top 25 of 315 corporate financial planning firms based in London, United Kingdom, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to corporate 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	Chase DE Vere	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	201-500	589 contacts →
	Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 19, 2026
2	Acuity Professional Group	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	138 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
3	Clearwater Wealth Management	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	201-500	135 contacts →
	Partial evidence “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Source: RevenueBase Database · checked Sep 19, 2026
4	Hfmc Wealth	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	100 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
5	Quilter Cheviot	Strong evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	93 contacts →
	Strong evidence “Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Source: RevenueBase Database · checked Sep 19, 2026
6	NOVA	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	88 contacts →
	Indirect evidence “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Source: RevenueBase Database · checked Sep 19, 2026
7	Amicus Wealth LTD	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	201-500	46 contacts →
	Indirect evidence “We’ve rebranded.” Source: RevenueBase Database · checked Sep 19, 2026
8	Finura	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	42 contacts →
	Partial evidence “Finura was founded in 2014 with a vision to deliver an exceptional client experience from beginning to end, to become the most highly-referred name in financial services.” Source: RevenueBase Database · checked Sep 19, 2026
9	Bowmore Wealth Group	Strong evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	37 contacts →
	Strong evidence “We place an equal emphasis on quality financial planning and asset management, with each progressively informing the other.” Source: RevenueBase Database · checked Sep 19, 2026
10	Lathe & CO Wealth Advisers	Strong evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	34 contacts →
	Strong evidence “Lathe & Co Wealth Advisers was established in 2017, with the sole focus of exceeding client expectations and offering simple and attainable financial planning to everyone.” Source: RevenueBase Database · checked Sep 19, 2026
11	First Wealth Certified B Corp	Strong evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	30 contacts →
	Strong evidence “Our award-winning lifestyle financial planning approach helps our clients identify, achieve, and protect what matters most to them, without the fear of running out of money.” Source: RevenueBase Database · checked Sep 19, 2026
12	Radcliffe & Newlands Wealth Limited	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	29 contacts →
	Indirect evidence “Radcliffe & Newlands is a well-established firm based in the City of London.” Source: RevenueBase Database · checked Sep 19, 2026
13	Humboldt Financial	Strong evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	26 contacts →
	Strong evidence “Humboldt Financial is a financial planning firm located in London, United Kingdom.” Source: RevenueBase Database · checked Sep 19, 2026
14	Thomson Tyndall	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	25 contacts →
	Indirect evidence “Our clients tell us that truly independent advice is important to them, a view we have always shared.” Source: RevenueBase Database · checked Sep 19, 2026
15	DGS Chartered Financial Planners	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	24 contacts →
	Partial evidence “Established in DGS is a firm of experienced Chartered Financial Planners and Independent Financial Advisers (IFAs), possessing extensive market knowledge.” Source: RevenueBase Database · checked Sep 19, 2026
16	Trinity Lifetime Partners LTD	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	22 contacts →
	Partial evidence “At Trinity Lifetime Partners we aim to inspire new thinking in order to provide our clients with the insights and information they need to make the right financial decisions.” Source: RevenueBase Database · checked Sep 19, 2026
17	TSP Wealth	Strong evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	22 contacts →
	Strong evidence “TSP Wealth is an independent, family-run financial planning firm with whole of market access.Founded by two brothers, Ricky and Rajeev Satija, our company combines decades of…” Source: RevenueBase Database · checked Sep 19, 2026
18	ONE Financial Planning LTD	Strong evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	20 contacts →
	Strong evidence “One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Source: RevenueBase Database · checked Sep 19, 2026
19	Robey Warshaw	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	19 contacts →
	Partial evidence “Robey Warshaw provides clients with corporate finance advice, including assistance with strategic matters and corporate transactions.” Source: RevenueBase Database · checked Sep 19, 2026
20	Linley Black	Strong evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	19 contacts →
	Strong evidence “Our Financial Planning helps you get the most from your wealth and your life.” Source: RevenueBase Database · checked Sep 19, 2026
21	Niche Private Clients	Strong evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	18 contacts →
	Strong evidence “Specialist, fixed fee financial planning tailored to high net worth individuals and families, Niche Private Clients offers experience and expertise to assist you in making long…” Source: RevenueBase Database · checked Sep 19, 2026
22	Solomons	Strong evidence	London, United KingdomHQ checked Sep 19, 2026	1-10	18 contacts →
	Strong evidence “Solomon's is a holistic Financial Planning firm of Independent Financial Advisers (IFAs), providing cash-flow modelling and lifestyle financial planning to discerning clients.” Source: RevenueBase Database · checked Sep 19, 2026
23	Burlington Associates Limited	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	17 contacts →
	Partial evidence “Burlington Associates is a firm of Independent Financial Planners located in the City of London.” Source: RevenueBase Database · checked Sep 19, 2026
24	Cavendish Brooke Financial Management	Strong evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	17 contacts →
	Strong evidence “Cavendish Brooke is a traditional, forward thinking firm of Financial Planning Consultants which has earned a solid reputation in the market place for providing Personal and…” Source: RevenueBase Database · checked Sep 19, 2026
25	Zaoui & CO	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	1-10	15 contacts →
	Indirect evidence “Michael and Yoel Zaoui established Zaoui & Co.” 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: corporate 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 corporate financial planning firms.
Partial evidence: Its own public description names part of corporate 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 corporate 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 315 corporate financial planning firms based in London, United Kingdom

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Corporate financial planning firms based in London, United Kingdom at a glance

As of Sep 19, 2026

45.1%Verified-email coverage

8.6Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · London

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

225

11-50

51-200

201-500

10001+

Email recency for this list is measured across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 315 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 corporate 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 London, United Kingdom whose own description of what they do matches “corporate 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 corporate 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 corporate financial planning firms, and records with no verified work email. Companies headquartered outside London 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, 1,224 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.

Corporate financial planning firms by metro in the United Kingdom

Corporate financial planning firms in London315
Corporate financial planning firms in Manchester34
Corporate financial planning firms in Edinburgh29
Corporate financial planning firms in Bristol27

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 corporate 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 corporate financial planning firms are there based in London, United Kingdom?

RevenueBase identified 315 corporate financial planning firms headquartered in London, 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?

Chase DE Vere, headquartered in London, tops this list with the largest team on record.

Which city has the most corporate financial planning firms?

London leads with 315 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,224 verified decision-maker contacts tracked across these 315 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.