Company lists · Data refreshed October 2026
Top 25 Elder care financial services based in the United Kingdom
RevenueBase identified 603 company matches for elder care financial services associated with the United Kingdom as of October 2026 and tracks 5,689 professional contacts across them, including 2,604 with verified work emails. London is the largest hub.
This list covers company matches for elder care 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 October 11, 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 elder care financial services based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 692 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 · Oct 11, 2026 · View company records in RevenueBase | |||||
| 2 | 389 contacts → | ||||
Exact match “Expert investment management and financial planning.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 3 | 339 contacts → | ||||
Exact match “By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 4 | 330 contacts → | ||||
Exact match “Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 5 | 198 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 · Oct 11, 2026 · View company records in RevenueBase | |||||
| 6 | 183 contacts → | ||||
Exact match “When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 7 | 181 contacts → | ||||
Exact match “Origen Financial Services is one of the UK’s leading financial advisers.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 8 | 107 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 · Oct 11, 2026 · View company records in RevenueBase | |||||
| 9 | 101 contacts → | ||||
Exact match “At Honey, we're all about taking care of people.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 10 | 78 contacts → | ||||
Exact match “Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 11 | 70 contacts → | ||||
Exact match “Pareto Financial Planning is an award-winning independent financial planning firm, recognised in the FTAdviser Top 100 Advisers in the UK, Citywire NMA Top 100, and named a Best…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 12 | 49 contacts → | ||||
Exact match “At Key, we’re a specialist later life finance company focusing solely on the over 55s.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 13 | 39 contacts → | ||||
Exact match “True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 14 | 35 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 · Oct 11, 2026 · View company records in RevenueBase | |||||
| 15 | 32 contacts → | ||||
Exact match “Four Oaks Financial Services Ltd was founded by Managing Director, Martin Ward, in June 2003.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 16 | 32 contacts → | ||||
Exact match “At Joslin Rhodes, we believe retirement should be about more than just money.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 17 | 29 contacts → | ||||
Exact match “At Finli, we aim to deliver a fresh approach to financial advice.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 18 | 29 contacts → | ||||
Exact match “With combined lifetimes of unrivalled experience in what it takes to accumulate and pass on wealth, Legacy is Northern Ireland’s leading provider of high net worth wealth…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 19 | 29 contacts → | ||||
Exact match “We understand no two clients or circumstances are the same.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 20 | 29 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 21 | 27 contacts → | ||||
Exact match “Take the first step towards peace of mind.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 22 | 26 contacts → | ||||
Exact match “Humboldt Financial is a financial planning firm located in London, United Kingdom.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 23 | 25 contacts → | ||||
Exact match “Empowering individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 24 | 25 contacts → | ||||
Exact match “Forward-thinking financial planners for individuals, families and business owners.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 25 | 23 contacts → | ||||
Exact match “Helping you achieve your financial freedom.” Recorded in the RevenueBase company graph · Oct 11, 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 “elder care 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 603 elder care financial services based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 2,604 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Elder care financial services based in the United Kingdom at a glance
As of Oct 11, 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 603 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 “elder care 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 2,604 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 October 11, 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.
Elder care financial services 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 “elder care financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many elder care financial services are there based in the United Kingdom?
RevenueBase identified 603 company matches for elder care financial services associated with the United Kingdom as of October 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 elder care financial services?
London leads with 86 company records, followed by Manchester (17) and Birmingham (10).
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 2,604 professional contacts with verified work emails tracked across these 603 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 October 11, 2026.
Ready to reach these companies? Verified emails and direct dials for all 603 elder care financial services based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Elder care financial services by geography
- Elder care financial services based in Sydney, Australia
- Elder care financial services based in Calgary, Canada
- Elder care financial services based in Toronto, Canada
- Elder care financial services based in Vancouver, Canada
- Elder care financial services based in Mumbai, India
- Elder care financial services based in Singapore, Singapore
- Elder care financial services based in Johannesburg, South Africa
- Elder care financial services based in London, United Kingdom
- Elder care financial services based in Atlanta, United States
- Elder care financial services based in Austin, United States
- Elder care financial services based in Boca Raton, United States
- Elder care financial services based in Charlotte, United States
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
- Elder care financial services based in Sydney, Australia
- Elder care financial services based in Calgary, Canada
- Elder care financial services based in Toronto, Canada
- Elder care financial services based in Vancouver, Canada
- Elder care financial services based in Mumbai, India
- Elder care financial services based in Singapore, Singapore
Company intelligence · public preview
Top 25 elder care 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 603 matching company records for elder care financial services based in the United Kingdom, with 5,689 tracked contacts and 2,604 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: October 11, 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 elder care 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 |  Succession Wealthsuccessionwealth.co.ukHQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 692 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Close Brothers Asset Managementclosebrothersam.comHQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 389 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  JM Finnjmfinn.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 339 contacts → |
“By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Killik & COkillik.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 330 contacts → |
“Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  The Private Office TPOtheprivateoffice.comHQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 198 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  TOWRYtowry.comHQ: Bracknell, United KingdomReported employees: 501-1,000 | Bracknell, United Kingdom | 501-1,000 | Exact match | 183 contacts → |
“When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Origen Financial Servicesorigenfs.co.ukHQ: Farnborough, United KingdomReported employees: 51-200 | Farnborough, United Kingdom | 51-200 | Exact match | 181 contacts → |
“Origen Financial Services is one of the UK’s leading financial advisers.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Hfmc Wealthhfmcwealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 107 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Honey Legalhoneylegal.co.ukHQ: Market Drayton, United KingdomReported employees: 201-500 | Market Drayton, United Kingdom | 201-500 | Exact match | 101 contacts → |
“At Honey, we're all about taking care of people.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Greystone Financial Servicesgreystonefs.co.uk HQ: Scott Drive, United KingdomReported employees: 51-200 | Scott Drive, United Kingdom | 51-200 | Exact match | 78 contacts → |
“Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Pareto Financial Planningparetofp.co.ukHQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Pareto Financial Planning is an award-winning independent financial planning firm, recognised in the FTAdviser Top 100 Advisers in the UK, Citywire NMA Top 100, and named a Best…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | KEYkeylaterlifefinance.co.uk HQ: Preston, United KingdomReported employees: 201-500 | Preston, United Kingdom | 201-500 | Exact match | 49 contacts → |
“At Key, we’re a specialist later life finance company focusing solely on the over 55s.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | True Potential Wealth Management LLPjasonwatkins.tpllp.com HQ: Gorseinon Swansea, United KingdomReported employees: Not recorded | Gorseinon Swansea, United Kingdom | Not recorded | Exact match | 39 contacts → |
“True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sterling Streetsterlingstreet.co.uk HQ: Billericay, United KingdomReported employees: 51-200 | Billericay, United Kingdom | 51-200 | Exact match | 35 contacts → |
“Sterling Streets specializes in mortgage, insurance and wealth management, dedicated to helping clients secure their financial future.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Four Oaks Financial Servicesfouroaksfs.com HQ: Lichfield, United KingdomReported employees: 11-50 | Lichfield, United Kingdom | 11-50 | Exact match | 32 contacts → |
“Four Oaks Financial Services Ltd was founded by Managing Director, Martin Ward, in June 2003.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Joslin Rhodes Pension & Retirement Planningjoslinrhodes.co.ukHQ: Preston Farm, United KingdomReported employees: 51-200 | Preston Farm, United Kingdom | 51-200 | Exact match | 32 contacts → |
“At Joslin Rhodes, we believe retirement should be about more than just money.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finli Ipwmfinli.co.uk HQ: Wakefield, United KingdomReported employees: 51-200 | Wakefield, United Kingdom | 51-200 | Exact match | 29 contacts → |
“At Finli, we aim to deliver a fresh approach to financial advice.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Legacy Wealth Managementlegacywm.co.ukHQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 29 contacts → |
“With combined lifetimes of unrivalled experience in what it takes to accumulate and pass on wealth, Legacy is Northern Ireland’s leading provider of high net worth wealth…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Compass Financial UK Limitedcompassfin.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 29 contacts → |
“We understand no two clients or circumstances are the same.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Punter Southall Wealth, A Canaccord Genuity Companycanaccord-wealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 29 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | Thomas Bradley & COthomasbradleylegal.co.uk HQ: East Kilbride, United KingdomReported employees: 11-50 | East Kilbride, United Kingdom | 11-50 | Exact match | 27 contacts → |
“Take the first step towards peace of mind.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Humboldt Financialhumboldtfinancial.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 26 contacts → |
“Humboldt Financial is a financial planning firm located in London, United Kingdom.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Menzies Wealth Management LTDmenzieswm.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Empowering individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Tweed Wealth Managementtweedwealth.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Forward-thinking financial planners for individuals, families and business owners.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HJP Chartered Financial Plannershjpcfp.com HQ: Dorking, United KingdomReported employees: 11-50 | Dorking, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Helping you achieve your financial freedom.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 603 company matches
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Elder care financial services: dataset insights
October 11, 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
598 records in the displayed employee bands.
5 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 603 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: October 11, 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 ↗
Elder care financial services by metro
Questions about this company list
What does Exact match mean for elder care 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 elder care financial services did RevenueBase find based in the United Kingdom?
The saved snapshot records 603 matching company records, 5,689 tracked contacts and 2,604 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: October 11, 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
Elder care financial services by geography
- Elder care financial services based in Sydney, Australia
- Elder care financial services based in Calgary, Canada
- Elder care financial services based in Toronto, Canada
- Elder care financial services based in Vancouver, Canada
- Elder care financial services based in Mumbai, India
- Elder care financial services based in Singapore, Singapore
- Elder care financial services based in Johannesburg, South Africa
- Elder care financial services based in London, United Kingdom
- Elder care financial services based in Atlanta, United States
- Elder care financial services based in Austin, United States
- Elder care financial services based in Boca Raton, United States
- Elder care financial services based in Charlotte, United States
Cite this list
RevenueBase Data Team. Top 25 elder care financial services based in the United Kingdom. Snapshot: October 11, 2026. https://revenuebase.ai/companies/elder-care-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
- Elder care financial services based in Sydney, Australia
- Elder care financial services based in Calgary, Canada
- Elder care financial services based in Toronto, Canada
- Elder care financial services based in Vancouver, Canada
- Elder care financial services based in Mumbai, India
- Elder care financial services based in Singapore, Singapore
Company intelligence · public preview
Top 25 elder care financial services based in the United Kingdom
RevenueBase records 603 matching company records for elder care financial services based in the United Kingdom, with 5,689 tracked contacts and 2,604 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: October 11, 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 elder care 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 | Succession Wealthsuccessionwealth.co.uk HQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 692 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Close Brothers Asset Managementclosebrothersam.com HQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 389 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | JM Finnjmfinn.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 339 contacts → |
“By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Killik & COkillik.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 330 contacts → |
“Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | The Private Office TPOtheprivateoffice.com HQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 198 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | TOWRYtowry.com HQ: Bracknell, United KingdomReported employees: 501-1,000 | Bracknell, United Kingdom | 501-1,000 | Exact match | 183 contacts → |
“When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Origen Financial Servicesorigenfs.co.uk HQ: Farnborough, United KingdomReported employees: 51-200 | Farnborough, United Kingdom | 51-200 | Exact match | 181 contacts → |
“Origen Financial Services is one of the UK’s leading financial advisers.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Hfmc Wealthhfmcwealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 107 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Honey Legalhoneylegal.co.uk HQ: Market Drayton, United KingdomReported employees: 201-500 | Market Drayton, United Kingdom | 201-500 | Exact match | 101 contacts → |
“At Honey, we're all about taking care of people.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Greystone Financial Servicesgreystonefs.co.uk HQ: Scott Drive, United KingdomReported employees: 51-200 | Scott Drive, United Kingdom | 51-200 | Exact match | 78 contacts → |
“Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Pareto Financial Planningparetofp.co.uk HQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Pareto Financial Planning is an award-winning independent financial planning firm, recognised in the FTAdviser Top 100 Advisers in the UK, Citywire NMA Top 100, and named a Best…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | KEYkeylaterlifefinance.co.uk HQ: Preston, United KingdomReported employees: 201-500 | Preston, United Kingdom | 201-500 | Exact match | 49 contacts → |
“At Key, we’re a specialist later life finance company focusing solely on the over 55s.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | True Potential Wealth Management LLPjasonwatkins.tpllp.com HQ: Gorseinon Swansea, United KingdomReported employees: Not recorded | Gorseinon Swansea, United Kingdom | Not recorded | Exact match | 39 contacts → |
“True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sterling Streetsterlingstreet.co.uk HQ: Billericay, United KingdomReported employees: 51-200 | Billericay, United Kingdom | 51-200 | Exact match | 35 contacts → |
“Sterling Streets specializes in mortgage, insurance and wealth management, dedicated to helping clients secure their financial future.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Four Oaks Financial Servicesfouroaksfs.com HQ: Lichfield, United KingdomReported employees: 11-50 | Lichfield, United Kingdom | 11-50 | Exact match | 32 contacts → |
“Four Oaks Financial Services Ltd was founded by Managing Director, Martin Ward, in June 2003.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Joslin Rhodes Pension & Retirement Planningjoslinrhodes.co.uk HQ: Preston Farm, United KingdomReported employees: 51-200 | Preston Farm, United Kingdom | 51-200 | Exact match | 32 contacts → |
“At Joslin Rhodes, we believe retirement should be about more than just money.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finli Ipwmfinli.co.uk HQ: Wakefield, United KingdomReported employees: 51-200 | Wakefield, United Kingdom | 51-200 | Exact match | 29 contacts → |
“At Finli, we aim to deliver a fresh approach to financial advice.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Legacy Wealth Managementlegacywm.co.uk HQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 29 contacts → |
“With combined lifetimes of unrivalled experience in what it takes to accumulate and pass on wealth, Legacy is Northern Ireland’s leading provider of high net worth wealth…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Compass Financial UK Limitedcompassfin.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 29 contacts → |
“We understand no two clients or circumstances are the same.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Punter Southall Wealth, A Canaccord Genuity Companycanaccord-wealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 29 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | Thomas Bradley & COthomasbradleylegal.co.uk HQ: East Kilbride, United KingdomReported employees: 11-50 | East Kilbride, United Kingdom | 11-50 | Exact match | 27 contacts → |
“Take the first step towards peace of mind.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Humboldt Financialhumboldtfinancial.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 26 contacts → |
“Humboldt Financial is a financial planning firm located in London, United Kingdom.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Menzies Wealth Management LTDmenzieswm.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Empowering individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Tweed Wealth Managementtweedwealth.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Forward-thinking financial planners for individuals, families and business owners.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HJP Chartered Financial Plannershjpcfp.com HQ: Dorking, United KingdomReported employees: 11-50 | Dorking, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Helping you achieve your financial freedom.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 603 company matches
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Elder care financial services: dataset insights
October 11, 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
598 records in the displayed employee bands.
5 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 603 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: October 11, 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 ↗
Elder care financial services by metro
Questions about this company list
What does Exact match mean for elder care 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 elder care financial services did RevenueBase find based in the United Kingdom?
The saved snapshot records 603 matching company records, 5,689 tracked contacts and 2,604 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: October 11, 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
Elder care financial services by geography
- Elder care financial services based in Sydney, Australia
- Elder care financial services based in Calgary, Canada
- Elder care financial services based in Toronto, Canada
- Elder care financial services based in Vancouver, Canada
- Elder care financial services based in Mumbai, India
- Elder care financial services based in Singapore, Singapore
- Elder care financial services based in Johannesburg, South Africa
- Elder care financial services based in London, United Kingdom
- Elder care financial services based in Atlanta, United States
- Elder care financial services based in Austin, United States
- Elder care financial services based in Boca Raton, United States
- Elder care financial services based in Charlotte, United States
Cite this list
RevenueBase Data Team. Top 25 elder care financial services based in the United Kingdom. Snapshot: October 11, 2026. https://revenuebase.ai/companies/elder-care-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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- Elder care financial services based in Sydney, Australia
- Elder care financial services based in Calgary, Canada
- Elder care financial services based in Toronto, Canada
- Elder care financial services based in Vancouver, Canada
- Elder care financial services based in Mumbai, India
- Elder care financial services based in Singapore, Singapore