Company lists · Data refreshed September 2026
Top 25 Customer financial services based in the United Kingdom
RevenueBase identified 436 customer financial services headquartered in the United Kingdom as of September 2026 and tracks 110,983 professional contacts across them, including 30,472 with verified work emails. London is the largest hub.
This list covers customer financial services headquartered in the 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 16, 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 25 largest customer financial services based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 68,056 contacts → | ||||
Indirect evidence “Our vision is to be the UK-centred leader in global finance.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 2 | 25,552 contacts → | ||||
Indirect evidence “This page is inactive and no longer updated.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 3 | 434 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 4 | 325 contacts → | ||||
Indirect evidence “Our culture is incredibly important to us.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 5 | 231 contacts → | ||||
Partial evidence “Fisher Investments Europe Limited, which trades as Fisher Investments UK, is authorised and regulated by the UK Financial Conduct Authority (FCA Number 191609) and is registered…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 6 | 198 contacts → | ||||
Partial evidence “WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 7 | 59 contacts → | ||||
Partial evidence “Macbeth is one of the fastest growing insurance and financial businesses in the Thames Valley with a passion for delivering professional, independent advice backed by a truly…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 8 | 54 contacts → | ||||
Partial evidence “Established in 2008 and headquartered in London, Forte Securities is an independent and global financial group offering brokerage, custody and asset management services in…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 9 | 47 contacts → | ||||
Indirect evidence “At the heart of the Yealand philosophy is service excellence.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 10 | 34 contacts → | ||||
Partial evidence “Sterling Streets specializes in mortgage, insurance and wealth management, dedicated to helping clients secure their financial future.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 11 | 33 contacts → | ||||
Partial evidence “Heligan Group redefines banking for the modern era, blending trusted financial guidance with the latest insights and innovations.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 12 | 32 contacts → | ||||
Partial evidence “Britannia Financial Group is a leading global financial group headquartered in London offering investment banking, securities, brokerage, asset and wealth management, banking and…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 13 | 29 contacts → | ||||
Partial evidence “Four Oaks Financial Services Ltd was founded by Managing Director, Martin Ward, in June 2003.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 14 | 27 contacts → | ||||
Partial evidence “OSL FINANCIAL SERVICES LTD is a financial services company.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 15 | 26 contacts → | ||||
Indirect evidence “We understand no two clients or circumstances are the same.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 16 | 24 contacts → | ||||
Partial evidence “IDEAL FINANCE LIMITED is a financial services company based out of THINK PARK MOSLEY ROAD TRAFFORD PARK, MANCHESTER, United Kingdom.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 17 | 23 contacts → | ||||
Partial evidence “KLO is a Financial Services company with offices in Warwick, Birmingham and London.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 18 | 20 contacts → | ||||
Partial evidence “RMB is a diversified financial services brand encompassing investment banking, fund management, private wealth management and advisory services.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 19 | 18 contacts → | ||||
Partial evidence “Chartered Financial Planning Business” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 20 | 18 contacts → | ||||
Partial evidence “YAYEH INSTANT SERVICES LTD is a Financial Services company located in 517 KATHERINE ROAD, LONDON, E7 9DR United Kingdom.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 21 | 17 contacts → | ||||
Partial evidence “TOWER TRADING GROUP LIMITED is a financial services company based out of 3RD FLOOR TOWER 42 25 OLD BROAD STREET, LONDON, United Kingdom.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 22 | 15 contacts → | ||||
Partial evidence “Financial services and Insurance” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 23 | 15 contacts → | ||||
Partial evidence “Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 24 | 14 contacts → | ||||
Partial evidence “Let us help you and your business: At the heart of our approach, we focus on putting the human relationship at the core of our clients’ financial needs.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 25 | 14 contacts → | ||||
Partial evidence “Gemini Wealth Management is part of the Gemini Professional & Financial Group alongside: Gemini Estate Planning & Gemini Mortgages The group was established to offer a complete…” Source: RevenueBase Database · checked Sep 16, 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: customer financial services. 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 customer financial services.
- Partial evidence
- Its own public description names part of customer financial services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name customer financial services. 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 436 customer financial services based in the United Kingdom
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Customer financial services based in the United Kingdom at a glance
As of Sep 16, 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 436 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 customer financial services, 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 the United Kingdom whose own description of what they do matches “customer financial services”. 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 customer financial services), 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 customer financial services, and records with no verified work email. Companies headquartered outside United Kingdom 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, 30,472 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 16, 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.
Customer financial services by metro
- Customer financial services in London138
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 customer financial services, 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 customer financial services are there based in the United Kingdom?
RevenueBase identified 436 customer financial services headquartered in the 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?
Barclays, headquartered in London, tops this list with the largest team on record.
Which city has the most customer financial services?
London leads with 138 headquartered companies, followed by Belfast (7) and Birmingham (6).
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 30,472 verified decision-maker contacts tracked across these 436 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 16, 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.
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