Company lists · Data refreshed October 2026

Top 25 Employee-owned financial services based in the United Kingdom

RevenueBase identified 693 company matches for employee-owned financial services associated with the United Kingdom as of October 2026 and tracks 23,517 professional contacts across them, including 9,181 with verified work emails. London is the largest hub.

This list covers company matches for employee-owned 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 12, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built
693Companies
23,517Contacts tracked
9,181Verified emails
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The 25 largest employee-owned financial services based in the United Kingdom

Ranked by team size
Top 25 of 693 company matches for employee-owned financial services based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchLondon, United KingdomHQ recorded Oct 12, 20261,001-5,0003,271 contacts →

Exact match

“At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2Exact matchLondon, United KingdomHQ recorded Oct 12, 20261,001-5,0002,027 contacts →

Exact match

“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3Exact matchSkipton, United KingdomHQ recorded Oct 12, 20261,001-5,0001,901 contacts →

Exact match

“Founded on Fairness.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4Exact matchSunderland, United KingdomHQ recorded Oct 12, 20261,001-5,000637 contacts →

Exact match

“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5Exact matchLondon, United KingdomHQ recorded Oct 12, 2026201-500596 contacts →

Exact match

“At Chase de Vere, we believe the only worthwhile advice is independent advice.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6Exact matchNottingham, United KingdomHQ recorded Oct 12, 2026501-1,000437 contacts →

Exact match

“Your financial needs and personal circumstances are ever-evolving.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7Exact matchBrighton, United KingdomHQ recorded Oct 12, 2026501-1,000395 contacts →

Exact match

“A leading financial services provider known for its simple and straightforward investment options.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8Exact matchLiverpool Street, United KingdomHQ recorded Oct 12, 2026501-1,000389 contacts →

Exact match

“Expert investment management and financial planning.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9Exact matchLondon, United KingdomHQ recorded Oct 12, 2026201-500339 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 12, 2026 · View company records in RevenueBase
10Exact matchLondon, United KingdomHQ recorded Oct 12, 2026201-500330 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 12, 2026 · View company records in RevenueBase
11Exact matchGlasgow, United KingdomHQ recorded Oct 12, 2026201-500255 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12Exact matchLondon, United KingdomHQ recorded Oct 12, 202651-200195 contacts →

Exact match

“Handelsbanken Wealth & Asset Management (Handelsbanken Wealth) is the wealth and investment management arm of Handelsbanken in the UK.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13Exact matchLondon, United KingdomHQ recorded Oct 12, 202651-200195 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 · Oct 12, 2026 · View company records in RevenueBase
14Exact matchBracknell, United KingdomHQ recorded Oct 12, 2026501-1,000183 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 12, 2026 · View company records in RevenueBase
15Exact matchFarnborough, United KingdomHQ recorded Oct 12, 202651-200181 contacts →

Exact match

“Origen Financial Services is one of the UK’s leading financial advisers.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16Exact matchPortsmouth, United KingdomHQ recorded Oct 12, 2026201-500180 contacts →

Exact match

“The Car Finance Company was created in 2007 for one simple reason; to help provide finance to those with impaired credit.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17Exact matchLondon, United KingdomHQ recorded Oct 12, 202651-200158 contacts →

Exact match

“Mondrian Investment Partners Limited is an independent, employee-owned, international, value-oriented investment manager with offices in London, Philadelphia, Singapore and…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18Exact matchBath, United KingdomHQ recorded Oct 12, 202651-200154 contacts →

Exact match

“Fidelius is a leading financial services company, committed to excellent customer service.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19Exact matchEdinburgh, United KingdomHQ recorded Oct 12, 202611-50128 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20Exact matchBury St. Edmunds, United KingdomHQ recorded Oct 12, 202651-200105 contacts →

Exact match

“Becketts is recognised as being one of the largest regional providers of financial advice to individuals and corporate clients.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21Exact matchSt Albans, United KingdomHQ recorded Oct 12, 202651-200103 contacts →

Exact match

“Lumin provides personable financial advice and investment management services.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22Exact matchCheadle, United KingdomHQ recorded Oct 12, 202651-20098 contacts →

Exact match

“In a world of financial complexity, we believe in the power of simplicity.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23Exact matchNorthampton, United KingdomHQ recorded Oct 12, 202651-20090 contacts →

Exact match

“We are a privately - run family owned vehicle finance company, founded in 1983.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24Exact matchBrighton, United KingdomHQ recorded Oct 12, 202651-20089 contacts →

Exact match

“Established over 30 years ago, our founders each had a simple aligned goal, to provide all our clients and their families with personal, unbiased, and expert financial guidance.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25Exact matchScott Drive, United KingdomHQ recorded Oct 12, 202651-20078 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 12, 2026 · View company records in RevenueBase

Showing 25 of 693 employee-owned financial services based in the United Kingdom

See the full list, filter by size, metro and specialty, and access 9,181 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Employee-owned financial services based in the United Kingdom at a glance

As of Oct 12, 2026
39.0%Verified-email coverage
33.9Average contacts per company
1-10Median size (employees)
21.1%Largest-city concentration · London
Oct 12, 2026Page data refreshed

Companies by employee count

1-10
408
11-50
200
51-200
40
201-500
17
501-1,000
7
1,001-5,000
8
5,001-10,000
2
10001+
3

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 693 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 “employee-owned 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 9,181 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 12, 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.

Employee-owned 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 “employee-owned financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many employee-owned financial services are there based in the United Kingdom?

RevenueBase identified 693 company matches for employee-owned 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?

Janus Henderson Investors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most employee-owned financial services?

London leads with 146 company records, followed by Bristol (18) and Glasgow (14).

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 9,181 professional contacts with verified work emails tracked across these 693 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 12, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.