Company lists · Data refreshed September 2026
Top 25 Enterprise financial planning companies based in the United Kingdom
RevenueBase identified 104 company matches for enterprise financial planning companies associated with the United Kingdom as of September 2026 and tracks 770 professional contacts across them, including 465 with verified work emails. London is the largest hub.
This list covers company matches for enterprise financial planning companies 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 28, 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 enterprise financial planning companies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 297 contacts → | ||||
Exact match “We set the benchmark for financial planning advice, technology and solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 176 contacts → | ||||
Exact match “Reeves helps successful individuals enjoy their future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 32 contacts → | ||||
Exact match “At KBA The Financial Planning Company our ethos is we want to “Help People Have Better Lives”.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 20 contacts → | ||||
Exact match “One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 13 contacts → | ||||
Exact match “Very little of importance happens without a plan.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “Brixx financial planning software is designed for every stage of business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “We help private clients and companies build financial plans for their future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “Let’s face it, life is demanding enough without the added burden of keeping on top of your finances.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “Are you a business owner or senior executive?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “Masterplan Financial Ltd is a financial services company based out of 31 Coleshill Street, Sutton Coldfield, West Midlands.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “Sandmartin Financial Advisers is a company based out of Middlesbrough, United Kingdom.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “With an extensive experience in financial planning, Asset Wealth Management offers a professional service to both individuals and businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Future Asset Management LLP specialises in offering high quality personal and corporate financial planning to individuals and business people, and we are confident in our…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “HJS Financial Planning offer a comprehensive financial planning service helping you to take charge of your financial security now and for the future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “Alextra Wealth Management assist both individuals and businesses owners/directors with their financial planning – both for the short and long term.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “Our aim is to help individuals and businesses to achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “Guiding clients on their financial journey.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Start Financial Planning is a company based out of Chesterfield, England, United Kingdom.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “At Chesterton House, we go beyond compliance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Finance Director London has a mission to help small businesses and startups succeed and scale up.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Financial planning starts with you, the client, and us working together to discuss your current position and where you would like to be in the future: your objectives.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Gain clarity, confidence and control over your money with financial planning and advice services tailored to you.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “THE EXETER PRACTICE LIMITED is a financial services company based at Winslade House, Clyst St Mary, Exeter, United Kingdom.” Recorded in the RevenueBase company graph · Sep 28, 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 “enterprise financial planning companies”. 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 104 enterprise financial planning companies based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 465 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Enterprise financial planning companies based in the United Kingdom at a glance
As of Sep 28, 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 104 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 “enterprise financial planning companies” 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 465 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 28, 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 “enterprise financial planning companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many enterprise financial planning companies are there based in the United Kingdom?
RevenueBase identified 104 company matches for enterprise financial planning companies 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?
Benchmark Capital tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most enterprise financial planning companies?
London leads with 21 company records, followed by Bath (2) and Leeds (2).
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 465 professional contacts with verified work emails tracked across these 104 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 104 enterprise financial planning companies based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Enterprise financial planning companies by geography
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- Enterprise financial planning companies based in Canada
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- Enterprise financial planning companies based in South Africa
- Enterprise financial planning companies based in the 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
- Enterprise financial planning companies based in Australia
- Enterprise financial planning companies based in Brazil
- Enterprise financial planning companies based in Canada
- Enterprise financial planning companies based in India
- Enterprise financial planning companies based in South Africa
- Enterprise financial planning companies based in the United States
Company intelligence · public preview
Top 25 enterprise financial planning companies 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 104 matching company records for enterprise financial planning companies based in the United Kingdom, with 770 tracked contacts and 465 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 28, 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 enterprise financial planning companies 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 |  Benchmark Capitalbenchmarkcapital.co.ukHQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 297 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Reevesreevesifa.comHQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 176 contacts → |
“Reeves helps successful individuals enjoy their future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | KBA FS LTDkbafinancial.com HQ: Manchetser, United KingdomReported employees: 11-50 | Manchetser, United Kingdom | 11-50 | Exact match | 32 contacts → |
“At KBA The Financial Planning Company our ethos is we want to “Help People Have Better Lives”.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ONE Financial Planning LTDonefinancialplanning.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 20 contacts → |
“One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Omega Wealth & Financeomegawealth.co.uk HQ: Melton, United KingdomReported employees: 11-50 | Melton, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Very little of importance happens without a plan.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Armstrong Watson LLParmstrongwatsonfp.co.uk HQ: Carlisle, United KingdomReported employees: 1-10 | Carlisle, United Kingdom | 1-10 | Exact match | 9 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 |  Brixx Softwarebrixx.comHQ: Henley On Thames, United KingdomReported employees: 11-50 | Henley On Thames, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Brixx financial planning software is designed for every stage of business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | OAK Wealth Planningoakwealthplanning.co.uk HQ: Milton Keynes, United KingdomReported employees: 1-10 | Milton Keynes, United Kingdom | 1-10 | Exact match | 8 contacts → |
“We help private clients and companies build financial plans for their future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | City Financial Planning LTDcityfinancialplanning.co.uk HQ: Bath, United KingdomReported employees: 11-50 | Bath, United Kingdom | 11-50 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | Pace Accountantspaceaccountants.co.uk HQ: Hemel Hempstead, United KingdomReported employees: 1-10 | Hemel Hempstead, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Let’s face it, life is demanding enough without the added burden of keeping on top of your finances.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Riverfall Financial LTDriverfall-financial.co.ukHQ: Nottingham, United KingdomReported employees: 1-10 | Nottingham, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Are you a business owner or senior executive?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Masterplan Financial LTDmasterplan-fs.comHQ: Sutton Coldfield, United KingdomReported employees: 1-10 | Sutton Coldfield, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Masterplan Financial Ltd is a financial services company based out of 31 Coleshill Street, Sutton Coldfield, West Midlands.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sandmartin Financial Adviserssandmartinfinancial.co.uk HQ: Middlesbrough, United KingdomReported employees: 1-10 | Middlesbrough, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Sandmartin Financial Advisers is a company based out of Middlesbrough, United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Asset Wealth Management LLPawmifa.co.uk HQ: Letchworth Garden City, United KingdomReported employees: 11-50 | Letchworth Garden City, United Kingdom | 11-50 | Exact match | 5 contacts → |
“With an extensive experience in financial planning, Asset Wealth Management offers a professional service to both individuals and businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Future Asset Management LLPfamllp.com HQ: Bridgend, United KingdomReported employees: 1-10 | Bridgend, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Future Asset Management LLP specialises in offering high quality personal and corporate financial planning to individuals and business people, and we are confident in our…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HJS Financial Planning Limitedhjsfinancialplanning.co.uk HQ: Southampton, United KingdomReported employees: 11-50 | Southampton, United Kingdom | 11-50 | Exact match | 4 contacts → |
“HJS Financial Planning offer a comprehensive financial planning service helping you to take charge of your financial security now and for the future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Alextra Wealth Management LTDalextragroup.co.ukHQ: Crewe Cheshire, United KingdomReported employees: 1-10 | Crewe Cheshire, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Alextra Wealth Management assist both individuals and businesses owners/directors with their financial planning – both for the short and long term.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Simply Advicesimplyadvice.co.ukHQ: Stoke-sub-hamdon, United KingdomReported employees: 1-10 | Stoke-sub-hamdon, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Our aim is to help individuals and businesses to achieve their financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  The Oxford Advisory Partnershipoxfordadvisory.comHQ: Kidlington, United KingdomReported employees: 11-50 | Kidlington, United Kingdom | 11-50 | Exact match | 3 contacts → |
“Guiding clients on their financial journey.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Start Financial Planningstartfp.co.uk HQ: Chesterfield, United KingdomReported employees: 1-10 | Chesterfield, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Start Financial Planning is a company based out of Chesterfield, England, United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Chesterton House Accounting Services LLPchestertonhouseaccountingservices.co.uk HQ: Loughborough, United KingdomReported employees: 11-50 | Loughborough, United Kingdom | 11-50 | Exact match | 3 contacts → |
“At Chesterton House, we go beyond compliance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Finance Director Londonfinancedirectorlondon.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Finance Director London has a mission to help small businesses and startups succeed and scale up.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  SGM Financial Management LTDsgmfinancialmanagement.co.ukHQ: Lincoln, United KingdomReported employees: 1-10 | Lincoln, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Financial planning starts with you, the client, and us working together to discuss your current position and where you would like to be in the future: your objectives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Veda Wealthvedawealth.co.ukHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Gain clarity, confidence and control over your money with financial planning and advice services tailored to you.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | The Exeter Practice Limitedboulterbowen.co.uk HQ: Exeter, United KingdomReported employees: 11-50 | Exeter, United Kingdom | 11-50 | Exact match | 2 contacts → |
“THE EXETER PRACTICE LIMITED is a financial services company based at Winslade House, Clyst St Mary, Exeter, United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 104 company matches
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Enterprise financial planning companies: dataset insights
September 28, 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
104 records in the displayed employee bands.
0 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 104 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 28, 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 enterprise financial planning companies?
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 enterprise financial planning companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 104 matching company records, 770 tracked contacts and 465 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 28, 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
Enterprise financial planning companies by geography
- Enterprise financial planning companies based in Australia
- Enterprise financial planning companies based in Brazil
- Enterprise financial planning companies based in Canada
- Enterprise financial planning companies based in India
- Enterprise financial planning companies based in South Africa
- Enterprise financial planning companies based in the United States
Cite this list
RevenueBase Data Team. Top 25 enterprise financial planning companies based in the United Kingdom. Snapshot: September 28, 2026. https://revenuebase.ai/companies/enterprise-financial-planning-companies/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
- Enterprise financial planning companies based in Australia
- Enterprise financial planning companies based in Brazil
- Enterprise financial planning companies based in Canada
- Enterprise financial planning companies based in India
- Enterprise financial planning companies based in South Africa
- Enterprise financial planning companies based in the United States
Company intelligence · public preview
Top 25 enterprise financial planning companies based in the United Kingdom
RevenueBase records 104 matching company records for enterprise financial planning companies based in the United Kingdom, with 770 tracked contacts and 465 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 28, 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 enterprise financial planning companies 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 | Benchmark Capitalbenchmarkcapital.co.uk HQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 297 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Reevesreevesifa.com HQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 176 contacts → |
“Reeves helps successful individuals enjoy their future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | KBA FS LTDkbafinancial.com HQ: Manchetser, United KingdomReported employees: 11-50 | Manchetser, United Kingdom | 11-50 | Exact match | 32 contacts → |
“At KBA The Financial Planning Company our ethos is we want to “Help People Have Better Lives”.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ONE Financial Planning LTDonefinancialplanning.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 20 contacts → |
“One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Omega Wealth & Financeomegawealth.co.uk HQ: Melton, United KingdomReported employees: 11-50 | Melton, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Very little of importance happens without a plan.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Armstrong Watson LLParmstrongwatsonfp.co.uk HQ: Carlisle, United KingdomReported employees: 1-10 | Carlisle, United Kingdom | 1-10 | Exact match | 9 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 | Brixx Softwarebrixx.com HQ: Henley On Thames, United KingdomReported employees: 11-50 | Henley On Thames, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Brixx financial planning software is designed for every stage of business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | OAK Wealth Planningoakwealthplanning.co.uk HQ: Milton Keynes, United KingdomReported employees: 1-10 | Milton Keynes, United Kingdom | 1-10 | Exact match | 8 contacts → |
“We help private clients and companies build financial plans for their future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | City Financial Planning LTDcityfinancialplanning.co.uk HQ: Bath, United KingdomReported employees: 11-50 | Bath, United Kingdom | 11-50 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | Pace Accountantspaceaccountants.co.uk HQ: Hemel Hempstead, United KingdomReported employees: 1-10 | Hemel Hempstead, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Let’s face it, life is demanding enough without the added burden of keeping on top of your finances.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Riverfall Financial LTDriverfall-financial.co.uk HQ: Nottingham, United KingdomReported employees: 1-10 | Nottingham, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Are you a business owner or senior executive?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Masterplan Financial LTDmasterplan-fs.com HQ: Sutton Coldfield, United KingdomReported employees: 1-10 | Sutton Coldfield, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Masterplan Financial Ltd is a financial services company based out of 31 Coleshill Street, Sutton Coldfield, West Midlands.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sandmartin Financial Adviserssandmartinfinancial.co.uk HQ: Middlesbrough, United KingdomReported employees: 1-10 | Middlesbrough, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Sandmartin Financial Advisers is a company based out of Middlesbrough, United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Asset Wealth Management LLPawmifa.co.uk HQ: Letchworth Garden City, United KingdomReported employees: 11-50 | Letchworth Garden City, United Kingdom | 11-50 | Exact match | 5 contacts → |
“With an extensive experience in financial planning, Asset Wealth Management offers a professional service to both individuals and businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Future Asset Management LLPfamllp.com HQ: Bridgend, United KingdomReported employees: 1-10 | Bridgend, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Future Asset Management LLP specialises in offering high quality personal and corporate financial planning to individuals and business people, and we are confident in our…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HJS Financial Planning Limitedhjsfinancialplanning.co.uk HQ: Southampton, United KingdomReported employees: 11-50 | Southampton, United Kingdom | 11-50 | Exact match | 4 contacts → |
“HJS Financial Planning offer a comprehensive financial planning service helping you to take charge of your financial security now and for the future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Alextra Wealth Management LTDalextragroup.co.uk HQ: Crewe Cheshire, United KingdomReported employees: 1-10 | Crewe Cheshire, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Alextra Wealth Management assist both individuals and businesses owners/directors with their financial planning – both for the short and long term.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Simply Advicesimplyadvice.co.uk HQ: Stoke-sub-hamdon, United KingdomReported employees: 1-10 | Stoke-sub-hamdon, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Our aim is to help individuals and businesses to achieve their financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | The Oxford Advisory Partnershipoxfordadvisory.com HQ: Kidlington, United KingdomReported employees: 11-50 | Kidlington, United Kingdom | 11-50 | Exact match | 3 contacts → |
“Guiding clients on their financial journey.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Start Financial Planningstartfp.co.uk HQ: Chesterfield, United KingdomReported employees: 1-10 | Chesterfield, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Start Financial Planning is a company based out of Chesterfield, England, United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Chesterton House Accounting Services LLPchestertonhouseaccountingservices.co.uk HQ: Loughborough, United KingdomReported employees: 11-50 | Loughborough, United Kingdom | 11-50 | Exact match | 3 contacts → |
“At Chesterton House, we go beyond compliance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Finance Director Londonfinancedirectorlondon.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Finance Director London has a mission to help small businesses and startups succeed and scale up.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | SGM Financial Management LTDsgmfinancialmanagement.co.uk HQ: Lincoln, United KingdomReported employees: 1-10 | Lincoln, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Financial planning starts with you, the client, and us working together to discuss your current position and where you would like to be in the future: your objectives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Veda Wealthvedawealth.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Gain clarity, confidence and control over your money with financial planning and advice services tailored to you.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | The Exeter Practice Limitedboulterbowen.co.uk HQ: Exeter, United KingdomReported employees: 11-50 | Exeter, United Kingdom | 11-50 | Exact match | 2 contacts → |
“THE EXETER PRACTICE LIMITED is a financial services company based at Winslade House, Clyst St Mary, Exeter, United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 104 company matches
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Enterprise financial planning companies: dataset insights
September 28, 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
104 records in the displayed employee bands.
0 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 104 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 28, 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 enterprise financial planning companies?
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 enterprise financial planning companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 104 matching company records, 770 tracked contacts and 465 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 28, 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.
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Cite this list
RevenueBase Data Team. Top 25 enterprise financial planning companies based in the United Kingdom. Snapshot: September 28, 2026. https://revenuebase.ai/companies/enterprise-financial-planning-companies/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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- Enterprise financial planning companies based in Australia
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