Company lists · Data refreshed September 2026
Top 25 Customer financial services based in the United Kingdom
RevenueBase identified 436 company matches for customer financial services associated with 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 company matches for customer financial services 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 16, 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 customer financial services based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 68,056 contacts → | ||||
Exact match “Our vision is to be the UK-centred leader in global finance.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 2 | 25,552 contacts → | ||||
Exact match “This page is inactive and no longer updated.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 3 | 434 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 4 | 325 contacts → | ||||
Exact match “Our culture is incredibly important to us.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 5 | 231 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 6 | 198 contacts → | ||||
Exact match “WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 7 | 59 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 8 | 54 contacts → | ||||
Exact match “Established in 2008 and headquartered in London, Forte Securities is an independent and global financial group offering brokerage, custody and asset management services in…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 9 | 47 contacts → | ||||
Exact match “At the heart of the Yealand philosophy is service excellence.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 10 | 34 contacts → | ||||
Exact match “Sterling Streets specializes in mortgage, insurance and wealth management, dedicated to helping clients secure their financial future.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 11 | 33 contacts → | ||||
Exact match “Heligan Group redefines banking for the modern era, blending trusted financial guidance with the latest insights and innovations.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 12 | 32 contacts → | ||||
Exact match “Britannia Financial Group is a leading global financial group headquartered in London offering investment banking, securities, brokerage, asset and wealth management, banking and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 13 | 29 contacts → | ||||
Exact match “Four Oaks Financial Services Ltd was founded by Managing Director, Martin Ward, in June 2003.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 14 | 27 contacts → | ||||
Exact match “OSL FINANCIAL SERVICES LTD is a financial services company.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 15 | 26 contacts → | ||||
Exact match “We understand no two clients or circumstances are the same.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 16 | 24 contacts → | ||||
Exact match “IDEAL FINANCE LIMITED is a financial services company based out of THINK PARK MOSLEY ROAD TRAFFORD PARK, MANCHESTER, United Kingdom.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 17 | 23 contacts → | ||||
Exact match “KLO is a Financial Services company with offices in Warwick, Birmingham and London.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 18 | 20 contacts → | ||||
Exact match “RMB is a diversified financial services brand encompassing investment banking, fund management, private wealth management and advisory services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 19 | 18 contacts → | ||||
Exact match “Chartered Financial Planning Business” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 20 | 18 contacts → | ||||
Exact match “YAYEH INSTANT SERVICES LTD is a Financial Services company located in 517 KATHERINE ROAD, LONDON, E7 9DR United Kingdom.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 21 | 17 contacts → | ||||
Exact match “TOWER TRADING GROUP LIMITED is a financial services company based out of 3RD FLOOR TOWER 42 25 OLD BROAD STREET, LONDON, United Kingdom.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 22 | 15 contacts → | ||||
Exact match “Financial services and Insurance” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 23 | 15 contacts → | ||||
Exact match “Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 24 | 14 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 25 | 14 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 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 “customer financial services”. 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 436 customer financial services based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 30,472 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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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
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 “customer financial services” 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 30,472 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 16, 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.
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 “customer financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many customer financial services are there based in the United Kingdom?
RevenueBase identified 436 company matches for customer financial services 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?
Barclays tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most customer financial services?
London leads with 138 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 30,472 professional contacts with verified work emails tracked across these 436 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 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 436 customer financial services based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Customer financial services by geography
- Customer financial services based in Bangalore, India
- Customer financial services based in Chennai, India
- Customer financial services based in Mumbai, India
- Customer financial services based in New Delhi, India
- Customer financial services based in Dallas, United States
- Customer financial services based in Houston, United States
- Customer financial services based in New York, United States
- Customer financial services based in Argentina
- Customer financial services based in Australia
- Customer financial services based in Austria
- Customer financial services based in Belgium
- Customer financial services based in Brazil
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
- Customer financial services based in Bangalore, India
- Customer financial services based in Chennai, India
- Customer financial services based in Mumbai, India
- Customer financial services based in New Delhi, India
- Customer financial services based in Dallas, United States
- Customer financial services based in Houston, United States
Company intelligence · public preview
Top 25 customer financial services 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 436 matching company records for customer financial services based in the United Kingdom, with 110,983 tracked contacts and 30,472 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 16, 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 customer financial services 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 |  Barclayshome.barclaysHQ: London, United KingdomReported employees: 10001+ | London, United Kingdom | 10001+ | Exact match | 68,056 contacts → |
“Our vision is to be the UK-centred leader in global finance.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  RBSnatwestgroup.comHQ: Gogarburn, United KingdomReported employees: Not recorded | Gogarburn, United Kingdom | Not recorded | Exact match | 25,552 contacts → |
“This page is inactive and no longer updated.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  SUN Life Financial Of Canada UKsloc.co.ukHQ: Basingstoke, United KingdomReported employees: 51-200 | Basingstoke, United Kingdom | 51-200 | Exact match | 434 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 |  Canada Life UKcanadalife.co.ukHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 325 contacts → |
“Our culture is incredibly important to us.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Fisher Investments Europe Limitedfisherinvestments.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 231 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  WH Irelandwhirelandplc.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 198 contacts → |
“WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Macbeth Insurance Brokers & Financial Servicesmacbeths.co.ukHQ: Reading, United KingdomReported employees: 51-200 | Reading, United Kingdom | 51-200 | Exact match | 59 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Forte Securities Limitedfortesecurities.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 54 contacts → |
“Established in 2008 and headquartered in London, Forte Securities is an independent and global financial group offering brokerage, custody and asset management services in…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Yealand Fund Services Limitedyealand.comHQ: Peterborough, United KingdomReported employees: 11-50 | Peterborough, United Kingdom | 11-50 | Exact match | 47 contacts → |
“At the heart of the Yealand philosophy is service excellence.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Sterling Streetsterlingstreet.co.uk HQ: Billericay, United KingdomReported employees: 51-200 | Billericay, United Kingdom | 51-200 | Exact match | 34 contacts → |
“Sterling Streets specializes in mortgage, insurance and wealth management, dedicated to helping clients secure their financial future.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Heligan Groupheligangroup.comHQ: Birmingham, United KingdomReported employees: 11-50 | Birmingham, United Kingdom | 11-50 | Exact match | 33 contacts → |
“Heligan Group redefines banking for the modern era, blending trusted financial guidance with the latest insights and innovations.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Britannia Financial Group Limitedbritannia.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 32 contacts → |
“Britannia Financial Group is a leading global financial group headquartered in London offering investment banking, securities, brokerage, asset and wealth management, banking and…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Four Oaks Financial Servicesfouroaksfs.com HQ: Lichfield, United KingdomReported employees: 11-50 | Lichfield, United Kingdom | 11-50 | Exact match | 29 contacts → |
“Four Oaks Financial Services Ltd was founded by Managing Director, Martin Ward, in June 2003.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | OSL Financial Services LTDosl-fs.co.uk HQ: Telford, United KingdomReported employees: 1-10 | Telford, United Kingdom | 1-10 | Exact match | 27 contacts → |
“OSL FINANCIAL SERVICES LTD is a financial services company.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Compass Financial UK Limitedcompassfin.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 26 contacts → |
“We understand no two clients or circumstances are the same.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Ideal Finance Limitedidealfinance.lk HQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 24 contacts → |
“IDEAL FINANCE LIMITED is a financial services company based out of THINK PARK MOSLEY ROAD TRAFFORD PARK, MANCHESTER, United Kingdom.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | KLO Financial Servicesklofinancialservices.com HQ: Warwick, United KingdomReported employees: 11-50 | Warwick, United Kingdom | 11-50 | Exact match | 23 contacts → |
“KLO is a Financial Services company with offices in Warwick, Birmingham and London.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Firstrand Bank Limited London Branchrmb.co.za HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 20 contacts → |
“RMB is a diversified financial services brand encompassing investment banking, fund management, private wealth management and advisory services.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Sutherland Independentsutherlandindependent.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Chartered Financial Planning Business” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Yayeh Instant Services LTDyayeh.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 18 contacts → |
“YAYEH INSTANT SERVICES LTD is a Financial Services company located in 517 KATHERINE ROAD, LONDON, E7 9DR United Kingdom.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Tower Trading Group Limitedtowertradinggroup.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 17 contacts → |
“TOWER TRADING GROUP LIMITED is a financial services company based out of 3RD FLOOR TOWER 42 25 OLD BROAD STREET, LONDON, United Kingdom.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Charles Crown Financialcharlescrownfinancial.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Financial services and Insurance” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Melville Independent PLCmi-plc.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Steve PYE & COstevepye.com HQ: Norwich, United KingdomReported employees: 11-50 | Norwich, United Kingdom | 11-50 | Exact match | 14 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Gemini Wealth Group Limitedgemini-pfg.com HQ: Sutton Coldfield, United KingdomReported employees: 11-50 | Sutton Coldfield, United Kingdom | 11-50 | Exact match | 14 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 436 company matches
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Customer financial services: dataset insights
September 16, 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
430 records in the displayed employee bands.
6 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 436 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 16, 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 ↗
Questions about this company list
What does Exact match mean for customer financial services?
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 customer financial services did RevenueBase find based in the United Kingdom?
The saved snapshot records 436 matching company records, 110,983 tracked contacts and 30,472 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 16, 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
Customer financial services by geography
- Customer financial services based in Bangalore, India
- Customer financial services based in Chennai, India
- Customer financial services based in Mumbai, India
- Customer financial services based in New Delhi, India
- Customer financial services based in Dallas, United States
- Customer financial services based in Houston, United States
- Customer financial services based in New York, United States
- Customer financial services based in Argentina
- Customer financial services based in Australia
- Customer financial services based in Austria
- Customer financial services based in Belgium
- Customer financial services based in Brazil
Cite this list
RevenueBase Data Team. Top 25 customer financial services based in the United Kingdom. Snapshot: September 16, 2026. https://revenuebase.ai/companies/customer-financial-services/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
- Customer financial services based in Bangalore, India
- Customer financial services based in Chennai, India
- Customer financial services based in Mumbai, India
- Customer financial services based in New Delhi, India
- Customer financial services based in Dallas, United States
- Customer financial services based in Houston, United States
Company intelligence · public preview
Top 25 customer financial services based in the United Kingdom
RevenueBase records 436 matching company records for customer financial services based in the United Kingdom, with 110,983 tracked contacts and 30,472 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 16, 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 customer financial services 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 | Barclayshome.barclays HQ: London, United KingdomReported employees: 10001+ | London, United Kingdom | 10001+ | Exact match | 68,056 contacts → |
“Our vision is to be the UK-centred leader in global finance.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | RBSnatwestgroup.com HQ: Gogarburn, United KingdomReported employees: Not recorded | Gogarburn, United Kingdom | Not recorded | Exact match | 25,552 contacts → |
“This page is inactive and no longer updated.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | SUN Life Financial Of Canada UKsloc.co.uk HQ: Basingstoke, United KingdomReported employees: 51-200 | Basingstoke, United Kingdom | 51-200 | Exact match | 434 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | Canada Life UKcanadalife.co.uk HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 325 contacts → |
“Our culture is incredibly important to us.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fisher Investments Europe Limitedfisherinvestments.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 231 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | WH Irelandwhirelandplc.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 198 contacts → |
“WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Macbeth Insurance Brokers & Financial Servicesmacbeths.co.uk HQ: Reading, United KingdomReported employees: 51-200 | Reading, United Kingdom | 51-200 | Exact match | 59 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Forte Securities Limitedfortesecurities.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 54 contacts → |
“Established in 2008 and headquartered in London, Forte Securities is an independent and global financial group offering brokerage, custody and asset management services in…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Yealand Fund Services Limitedyealand.com HQ: Peterborough, United KingdomReported employees: 11-50 | Peterborough, United Kingdom | 11-50 | Exact match | 47 contacts → |
“At the heart of the Yealand philosophy is service excellence.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Sterling Streetsterlingstreet.co.uk HQ: Billericay, United KingdomReported employees: 51-200 | Billericay, United Kingdom | 51-200 | Exact match | 34 contacts → |
“Sterling Streets specializes in mortgage, insurance and wealth management, dedicated to helping clients secure their financial future.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Heligan Groupheligangroup.com HQ: Birmingham, United KingdomReported employees: 11-50 | Birmingham, United Kingdom | 11-50 | Exact match | 33 contacts → |
“Heligan Group redefines banking for the modern era, blending trusted financial guidance with the latest insights and innovations.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Britannia Financial Group Limitedbritannia.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 32 contacts → |
“Britannia Financial Group is a leading global financial group headquartered in London offering investment banking, securities, brokerage, asset and wealth management, banking and…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Four Oaks Financial Servicesfouroaksfs.com HQ: Lichfield, United KingdomReported employees: 11-50 | Lichfield, United Kingdom | 11-50 | Exact match | 29 contacts → |
“Four Oaks Financial Services Ltd was founded by Managing Director, Martin Ward, in June 2003.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | OSL Financial Services LTDosl-fs.co.uk HQ: Telford, United KingdomReported employees: 1-10 | Telford, United Kingdom | 1-10 | Exact match | 27 contacts → |
“OSL FINANCIAL SERVICES LTD is a financial services company.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Compass Financial UK Limitedcompassfin.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 26 contacts → |
“We understand no two clients or circumstances are the same.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Ideal Finance Limitedidealfinance.lk HQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 24 contacts → |
“IDEAL FINANCE LIMITED is a financial services company based out of THINK PARK MOSLEY ROAD TRAFFORD PARK, MANCHESTER, United Kingdom.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | KLO Financial Servicesklofinancialservices.com HQ: Warwick, United KingdomReported employees: 11-50 | Warwick, United Kingdom | 11-50 | Exact match | 23 contacts → |
“KLO is a Financial Services company with offices in Warwick, Birmingham and London.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Firstrand Bank Limited London Branchrmb.co.za HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 20 contacts → |
“RMB is a diversified financial services brand encompassing investment banking, fund management, private wealth management and advisory services.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Sutherland Independentsutherlandindependent.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Chartered Financial Planning Business” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Yayeh Instant Services LTDyayeh.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 18 contacts → |
“YAYEH INSTANT SERVICES LTD is a Financial Services company located in 517 KATHERINE ROAD, LONDON, E7 9DR United Kingdom.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Tower Trading Group Limitedtowertradinggroup.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 17 contacts → |
“TOWER TRADING GROUP LIMITED is a financial services company based out of 3RD FLOOR TOWER 42 25 OLD BROAD STREET, LONDON, United Kingdom.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Charles Crown Financialcharlescrownfinancial.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Financial services and Insurance” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Melville Independent PLCmi-plc.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Steve PYE & COstevepye.com HQ: Norwich, United KingdomReported employees: 11-50 | Norwich, United Kingdom | 11-50 | Exact match | 14 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Gemini Wealth Group Limitedgemini-pfg.com HQ: Sutton Coldfield, United KingdomReported employees: 11-50 | Sutton Coldfield, United Kingdom | 11-50 | Exact match | 14 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 436 company matches
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Customer financial services: dataset insights
September 16, 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
430 records in the displayed employee bands.
6 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 436 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 16, 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 ↗
Questions about this company list
What does Exact match mean for customer financial services?
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 customer financial services did RevenueBase find based in the United Kingdom?
The saved snapshot records 436 matching company records, 110,983 tracked contacts and 30,472 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 16, 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
Customer financial services by geography
- Customer financial services based in Bangalore, India
- Customer financial services based in Chennai, India
- Customer financial services based in Mumbai, India
- Customer financial services based in New Delhi, India
- Customer financial services based in Dallas, United States
- Customer financial services based in Houston, United States
- Customer financial services based in New York, United States
- Customer financial services based in Argentina
- Customer financial services based in Australia
- Customer financial services based in Austria
- Customer financial services based in Belgium
- Customer financial services based in Brazil
Cite this list
RevenueBase Data Team. Top 25 customer financial services based in the United Kingdom. Snapshot: September 16, 2026. https://revenuebase.ai/companies/customer-financial-services/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Customer financial services based in Chennai, India
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- Customer financial services based in New Delhi, India
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- Customer financial services based in Houston, United States