Company lists · Data refreshed September 2026

Top 25 Enterprise financial planning companies based in the United Kingdom

RevenueBase identified 104 enterprise financial planning companies headquartered in 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 enterprise financial planning companies headquartered in the United Kingdom, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
104Companies
770Contacts tracked
465Verified emails
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The 25 largest enterprise financial planning companies based in the United Kingdom

Ranked by team size
Top 25 of 104 enterprise financial planning companies based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to enterprise financial planning companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceUnited KingdomHQ checked Sep 28, 2026201-500297 contacts →

Strong evidence

“We set the benchmark for financial planning advice, technology and solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceNewcastle Upon Tyne, United KingdomHQ checked Sep 28, 202651-200176 contacts →

Indirect evidence

“Reeves helps successful individuals enjoy their future.”

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceManchetser, United KingdomHQ checked Sep 28, 202611-5032 contacts →

Strong evidence

“At KBA The Financial Planning Company our ethos is we want to “Help People Have Better Lives”.”

Source: RevenueBase Database · checked Sep 28, 2026
4Strong evidenceLondon, United KingdomHQ checked Sep 28, 202611-5020 contacts →

Strong evidence

“One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceMelton, United KingdomHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“Very little of importance happens without a plan.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceCarlisle, United KingdomHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceHenley On Thames, United KingdomHQ checked Sep 28, 202611-509 contacts →

Strong evidence

“Brixx financial planning software is designed for every stage of business.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceMilton Keynes, United KingdomHQ checked Sep 28, 20261-108 contacts →

Partial evidence

“We help private clients and companies build financial plans for their future.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceBath, United KingdomHQ checked Sep 28, 202611-507 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceHemel Hempstead, United KingdomHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“Let’s face it, life is demanding enough without the added burden of keeping on top of your finances.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceNottingham, United KingdomHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“Are you a business owner or senior executive?”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceSutton Coldfield, United KingdomHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Masterplan Financial Ltd is a financial services company based out of 31 Coleshill Street, Sutton Coldfield, West Midlands.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceMiddlesbrough, United KingdomHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Sandmartin Financial Advisers is a company based out of Middlesbrough, United Kingdom.”

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidenceLetchworth Garden City, United KingdomHQ checked Sep 28, 202611-505 contacts →

Strong evidence

“With an extensive experience in financial planning, Asset Wealth Management offers a professional service to both individuals and businesses.”

Source: RevenueBase Database · checked Sep 28, 2026
15Strong evidenceBridgend, United KingdomHQ checked Sep 28, 20261-104 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceSouthampton, United KingdomHQ checked Sep 28, 202611-504 contacts →

Strong evidence

“HJS Financial Planning offer a comprehensive financial planning service helping you to take charge of your financial security now and for the future.”

Source: RevenueBase Database · checked Sep 28, 2026
17Strong evidenceCrewe Cheshire, United KingdomHQ checked Sep 28, 20261-104 contacts →

Strong evidence

“Alextra Wealth Management assist both individuals and businesses owners/directors with their financial planning – both for the short and long term.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceStoke-sub-hamdon, United KingdomHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“Our aim is to help individuals and businesses to achieve their financial goals.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceKidlington, United KingdomHQ checked Sep 28, 202611-503 contacts →

Partial evidence

“Guiding clients on their financial journey.”

Source: RevenueBase Database · checked Sep 28, 2026
20Strong evidenceChesterfield, United KingdomHQ checked Sep 28, 20261-103 contacts →

Strong evidence

“Start Financial Planning is a company based out of Chesterfield, England, United Kingdom.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceLoughborough, United KingdomHQ checked Sep 28, 202611-503 contacts →

Indirect evidence

“At Chesterton House, we go beyond compliance.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceLondon, United KingdomHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Finance Director London has a mission to help small businesses and startups succeed and scale up.”

Source: RevenueBase Database · checked Sep 28, 2026
23Strong evidenceLincoln, United KingdomHQ checked Sep 28, 20261-103 contacts →

Strong evidence

“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.”

Source: RevenueBase Database · checked Sep 28, 2026
24Strong evidenceLondon, United KingdomHQ checked Sep 28, 20261-103 contacts →

Strong evidence

“Gain clarity, confidence and control over your money with financial planning and advice services tailored to you.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceExeter, United KingdomHQ checked Sep 28, 202611-502 contacts →

Partial evidence

“THE EXETER PRACTICE LIMITED is a financial services company based at Winslade House, Clyst St Mary, Exeter, United Kingdom.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 104 enterprise financial planning companies based in the United Kingdom

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Enterprise financial planning companies based in the United Kingdom at a glance

As of Sep 28, 2026
60.4%Verified-email coverage
7.4Average contacts per company
1-10Median size (employees)
20.2%Largest-city concentration · London
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
83
11-50
19
51-200
1
201-500
1

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among enterprise financial planning companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United Kingdom whose own description of what they do matches “enterprise financial planning companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names enterprise financial planning companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among enterprise financial planning companies, and records with no verified work email. Companies headquartered outside United Kingdom are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 465 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names enterprise financial planning companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many enterprise financial planning companies are there based in the United Kingdom?

RevenueBase identified 104 enterprise financial planning companies headquartered in the United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Benchmark Capital, headquartered in United Kingdom, tops this list with the largest team on record.

Which city has the most enterprise financial planning companies?

London leads with 21 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 465 verified decision-maker contacts tracked across these 104 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.