Company lists · Data refreshed September 2026

Top 25 Estate planning accountants based in Edinburgh, United Kingdom

RevenueBase identified 53 estate planning accountants headquartered in Edinburgh, United Kingdom as of September 2026 and tracks 1,051 professional contacts across them, including 486 with verified work emails. London is the largest hub.

This list covers estate planning accountants headquartered in Edinburgh, 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 19, 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 19, 2026 86% judged on-target in blind review
53Companies
1,051Contacts tracked
486Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest estate planning accountants based in Edinburgh, United Kingdom

Ranked by team size
Top 25 of 53 estate planning accountants based in Edinburgh, United Kingdom, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning accountants: 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
1Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 2026201-500246 contacts →

Indirect evidence

“Turcan Connell specialises in providing legal and tax advice to private individuals and their families.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 202651-200189 contacts →

Indirect evidence

“The truth is, you are as much CT as we are.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 202611-50130 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 202611-5095 contacts →

Indirect evidence

“We’re a small team of independent financial advisers based in Edinburgh, with a friendly and welcoming approach.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 202651-20071 contacts →

Indirect evidence

“Murray Beith Murray LLP is a leading Scottish private client law firm.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 202611-5029 contacts →

Indirect evidence

“Principal & Prosper is a firm of experienced Chartered Financial Advisers with offices in Edinburgh and Glasgow.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 202611-5026 contacts →

Indirect evidence

“Just Financial Group is one of the largest privately owned, Chartered independent financial advisory firms in the UK.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 202611-5023 contacts →

Indirect evidence

“Forward-thinking financial planners for individuals, families and business owners.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceEdinburgh, United KingdomHQ checked Sep 19, 202611-5018 contacts →

Partial evidence

“Chartered Financial Planning Business”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceEdinburgh, United KingdomHQ checked Sep 19, 202611-5016 contacts →

Partial evidence

“Waverton Wealth are one of Scotland’s leading wealth management and financial planning firms focused on corporate and private clients across the UK.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 202611-5015 contacts →

Indirect evidence

“Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“North Capital is an independent Private Investment Office located in Edinburgh.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“We believe that our role is not just to provide financial advice but to guide you through life’s financial decisions.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“336 Financial Management Ltd deal with a wide range of clients with differing needs and objectives, however, together we have a common goal which is to help our clients achieve…”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“We provide clear unbiased advice following a thorough consultation and extensive fund and product research.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceEdinburgh, United KingdomHQ checked Sep 19, 20261-109 contacts →

Partial evidence

“Straightforward financial planning and investment advice tailored to you.”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceEdinburgh, United KingdomHQ checked Sep 19, 20261-107 contacts →

Partial evidence

Established in 2005, we are a team of independent financial advisers, based in East Edinburgh.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“GMB Portfolio Services Ltd are Independent Financial Advisers based at 2 Houstoun Interchange, Livingston, EH54 5DW”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceEdinburgh, United KingdomHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“Oliver Asset Management provides world class financial planning to individuals and businesses.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceEdinburgh, United KingdomHQ checked Sep 19, 202611-503 contacts →

Partial evidence

“Balmoral is renowned for its expert and detailed knowledge of investments, tax planning and pensions.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Aspire Wealth Management Ltd is a boutique independent financial advisory practice based out of 21 Lansdowne Crescent, Edinburgh, Scotland, United Kingdom.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 202611-502 contacts →

Indirect evidence

“If you are looking for an adviser who will take time to listen to and understand your financial goals and expectations.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceEdinburgh, United KingdomHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“WE'LL TURN YOUR COMPLICATED FINANCIAL AFFAIRS INTO A CLEAR, STRATEGIC PLAN.”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidenceEdinburgh, United KingdomHQ checked Sep 19, 202611-501 contacts →

Partial evidence

“Considered financial planning and smarter investing ensures you live the life you want.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 53 estate planning accountants based in Edinburgh, United Kingdom

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 486 reachable decision-makers.

Free signup · no credit card

View the full list →

Estate planning accountants based in Edinburgh, United Kingdom at a glance

As of Sep 19, 2026
46.2%Verified-email coverage
19.8Average contacts per company
1-10Median size (employees)
1334.0%Largest-city concentration · London
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
18
51-200
2
201-500
1

Email recency for this list is measured across the whole United Kingdom list rather than for Edinburgh, so it is reported there. Company counts and contact totals on this page are exact for Edinburgh, over 53 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 estate planning accountants, 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 Edinburgh, United Kingdom whose own description of what they do matches “estate planning accountants”. 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 estate planning accountants), 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 estate planning accountants, and records with no verified work email. Companies headquartered outside Edinburgh 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, 486 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 19, 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 estate planning accountants, 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 estate planning accountants are there based in Edinburgh, United Kingdom?

RevenueBase identified 53 estate planning accountants headquartered in Edinburgh, 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?

Turcan Connell, headquartered in Edinburgh, tops this list with the largest team on record.

Which city has the most estate planning accountants?

London leads with 707 headquartered companies, followed by Manchester (72) and Glasgow (57).

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 486 verified decision-maker contacts tracked across these 53 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 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 53 estate planning accountants based in Edinburgh, United Kingdom. Start with a free account, no credit card.

Download this list →

Related lists

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.