Company lists · Data refreshed September 2026
Top 25 Estate planning advisors based in the United Kingdom
RevenueBase identified 1,372 company matches for estate planning advisors associated with the United Kingdom as of September 2026 and tracks 12,475 professional contacts across them, including 5,934 with verified work emails. London is the largest hub.
This list covers company matches for estate planning advisors 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 20, 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 estate planning advisors based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 929 contacts → | ||||
Exact match “Stonehage Fleming is now Corient.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 689 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 589 contacts → | ||||
Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 489 contacts → | ||||
Exact match “Ready to make baffling jargon and unclear advice a thing of the past?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 415 contacts → | ||||
Exact match “Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 246 contacts → | ||||
Exact match “Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 211 contacts → | ||||
Exact match “Blevins Franks is the leading international tax and wealth management adviser to British nationals living in Europe.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 188 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 168 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 150 contacts → | ||||
Exact match “Right Legal Group is a well-established law firm that forms part of a network of Law firms that specialise in Wills and Probate services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 133 contacts → | ||||
Exact match “As one of the largest privately owned Independent Financial Advisers in the UK, we have been building successful long-term relationships with clients for 50 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 125 contacts → | ||||
Exact match “Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 110 contacts → | ||||
Exact match “MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 109 contacts → | ||||
Exact match “At Insight Financial Associates, everything we do is built around a simple belief: you should feel confident, informed and in control of your financial future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 107 contacts → | ||||
Exact match “Understanding your needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 100 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 88 contacts → | ||||
Exact match “At Honey, we're all about taking care of people.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 87 contacts → | ||||
Exact match “Mogers Drewett is a leading Southwest legal and financial planning firm that takes pride in building long term client relationships.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 86 contacts → | ||||
Exact match “Kings Court Trust is one of the UK’s leading estate administration service providers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 84 contacts → | ||||
Exact match “Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 75 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 71 contacts → | ||||
Exact match “Murray Beith Murray LLP is a leading Scottish private client law firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 71 contacts → | ||||
Exact match “Countrywide Tax & Trust Corporation Ltd provide a full range of private client and tax planning services, and the software packages to enable you to offer these services to your…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 66 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 64 contacts → | ||||
Exact match “Craven Street Wealth is a leading Independent Chartered Financial Planning and wealth management firm, providing specialist advice to individuals, families, trustees, business…” Recorded in the RevenueBase company graph · Sep 20, 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 “estate planning advisors”. 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 1,372 estate planning advisors based in the United Kingdom
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Estate planning advisors based in the United Kingdom at a glance
As of Sep 20, 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 1,372 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 “estate planning advisors” 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 5,934 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 20, 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 “estate planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate planning advisors are there based in the United Kingdom?
RevenueBase identified 1,372 company matches for estate planning advisors 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?
Stonehage Fleming tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most estate planning advisors?
London leads with 204 company records, followed by Manchester (29) and Glasgow (23).
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 5,934 professional contacts with verified work emails tracked across these 1,372 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,372 estate planning advisors based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Estate planning advisors by geography
- Estate planning advisors based in Calgary, Canada
- Estate planning advisors based in Toronto, Canada
- Estate planning advisors based in Vancouver, Canada
- Estate planning advisors based in Bordeaux, France
- Estate planning advisors based in Lyon, France
- Estate planning advisors based in Paris, France
- Estate planning advisors based in Toulouse, France
- Estate planning advisors based in Atlanta, United States
- Estate planning advisors based in Austin, United States
- Estate planning advisors based in Bellevue, United States
- Estate planning advisors based in Boca Raton, United States
- Estate planning advisors based in Boston, 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
- Estate planning advisors based in Calgary, Canada
- Estate planning advisors based in Toronto, Canada
- Estate planning advisors based in Vancouver, Canada
- Estate planning advisors based in Bordeaux, France
- Estate planning advisors based in Lyon, France
- Estate planning advisors based in Paris, France
Company intelligence · public preview
Top 25 estate planning advisors 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 1,372 matching company records for estate planning advisors based in the United Kingdom, with 12,475 tracked contacts and 5,934 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 20, 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 estate planning advisors 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 |  Stonehage Flemingstonehagefleming.comHQ: Jersey, United KingdomReported employees: 501-1,000 | Jersey, United Kingdom | 501-1,000 | Exact match | 929 contacts → |
“Stonehage Fleming is now Corient.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Succession Wealthsuccessionwealth.co.ukHQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 689 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Chase DE Verechasedevere.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 589 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ascot Lloydascotlloyd.co.ukHQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 489 contacts → |
“Ready to make baffling jargon and unclear advice a thing of the past?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Progenytheprogenygroup.comHQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 415 contacts → |
“Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Turcan Connellturcanconnell.comHQ: Edinburgh, United KingdomReported employees: 201-500 | Edinburgh, United Kingdom | 201-500 | Exact match | 246 contacts → |
“Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Blevins Franksblevinsfranks.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 211 contacts → |
“Blevins Franks is the leading international tax and wealth management adviser to British nationals living in Europe.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  The Private Office TPOtheprivateoffice.comHQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 188 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  TOWRYtowry.comHQ: Bracknell, United KingdomReported employees: 501-1,000 | Bracknell, United Kingdom | 501-1,000 | Exact match | 168 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Right Legal Grouprightlegalgroup.comHQ: Derby, United KingdomReported employees: 51-200 | Derby, United Kingdom | 51-200 | Exact match | 150 contacts → |
“Right Legal Group is a well-established law firm that forms part of a network of Law firms that specialise in Wills and Probate services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Lowes A Saltus Businesslowes.co.ukHQ: Jesmond, United KingdomReported employees: 51-200 | Jesmond, United Kingdom | 51-200 | Exact match | 133 contacts → |
“As one of the largest privately owned Independent Financial Advisers in the UK, we have been building successful long-term relationships with clients for 50 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Westminster Wealth Managementwestminster-wealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 125 contacts → |
“Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  MKC Wealthmkcwealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 110 contacts → |
“MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Insight Financial Associatesinsightifa.comHQ: Norwich, United KingdomReported employees: 51-200 | Norwich, United Kingdom | 51-200 | Exact match | 109 contacts → |
“At Insight Financial Associates, everything we do is built around a simple belief: you should feel confident, informed and in control of your financial future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  SAS Daniels LLPsasdaniels.co.ukHQ: Stockport, United KingdomReported employees: 51-200 | Stockport, United Kingdom | 51-200 | Exact match | 107 contacts → |
“Understanding your needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Hfmc Wealthhfmcwealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 100 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Honey Legalhoneylegal.co.ukHQ: Market Drayton, United KingdomReported employees: 201-500 | Market Drayton, United Kingdom | 201-500 | Exact match | 88 contacts → |
“At Honey, we're all about taking care of people.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Mogers Drewett Solicitorsmogersdrewett.comHQ: Bath, United KingdomReported employees: 51-200 | Bath, United Kingdom | 51-200 | Exact match | 87 contacts → |
“Mogers Drewett is a leading Southwest legal and financial planning firm that takes pride in building long term client relationships.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Kings Court Trust LTDkctrust.co.ukHQ: Bristol, United KingdomReported employees: 51-200 | Bristol, United Kingdom | 51-200 | Exact match | 86 contacts → |
“Kings Court Trust is one of the UK’s leading estate administration service providers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Amber River True Bearingamberriver.comHQ: Chorley, United KingdomReported employees: 51-200 | Chorley, United Kingdom | 51-200 | Exact match | 84 contacts → |
“Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Greystone Financial Servicesgreystonefs.co.uk HQ: Scott Drive, United KingdomReported employees: 51-200 | Scott Drive, United Kingdom | 51-200 | Exact match | 75 contacts → |
“Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Murray Beith Murray LLPmurraybeith.co.ukHQ: Edinburgh, United KingdomReported employees: 51-200 | Edinburgh, United Kingdom | 51-200 | Exact match | 71 contacts → |
“Murray Beith Murray LLP is a leading Scottish private client law firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Countrywide TAX & Trust Corporation LTDcountrywidepartners.co.ukHQ: Warwickshire, United KingdomReported employees: 51-200 | Warwickshire, United Kingdom | 51-200 | Exact match | 71 contacts → |
“Countrywide Tax & Trust Corporation Ltd provide a full range of private client and tax planning services, and the software packages to enable you to offer these services to your…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Pareto Financial Planningparetofp.co.ukHQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 66 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Craven Street Wealthcravenstreetwealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 64 contacts → |
“Craven Street Wealth is a leading Independent Chartered Financial Planning and wealth management firm, providing specialist advice to individuals, families, trustees, business…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,372 company matches
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Estate planning advisors: dataset insights
September 20, 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
1,360 records in the displayed employee bands.
12 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 1,372 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 20, 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 estate planning advisors?
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 estate planning advisors did RevenueBase find based in the United Kingdom?
The saved snapshot records 1,372 matching company records, 12,475 tracked contacts and 5,934 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 20, 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
Estate planning advisors by geography
- Estate planning advisors based in Calgary, Canada
- Estate planning advisors based in Toronto, Canada
- Estate planning advisors based in Vancouver, Canada
- Estate planning advisors based in Bordeaux, France
- Estate planning advisors based in Lyon, France
- Estate planning advisors based in Paris, France
- Estate planning advisors based in Toulouse, France
- Estate planning advisors based in Atlanta, United States
- Estate planning advisors based in Austin, United States
- Estate planning advisors based in Bellevue, United States
- Estate planning advisors based in Boca Raton, United States
- Estate planning advisors based in Boston, United States
Cite this list
RevenueBase Data Team. Top 25 estate planning advisors based in the United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-advisors/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
- Estate planning advisors based in Calgary, Canada
- Estate planning advisors based in Toronto, Canada
- Estate planning advisors based in Vancouver, Canada
- Estate planning advisors based in Bordeaux, France
- Estate planning advisors based in Lyon, France
- Estate planning advisors based in Paris, France
Company intelligence · public preview
Top 25 estate planning advisors based in the United Kingdom
RevenueBase records 1,372 matching company records for estate planning advisors based in the United Kingdom, with 12,475 tracked contacts and 5,934 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 20, 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 estate planning advisors 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 | Stonehage Flemingstonehagefleming.com HQ: Jersey, United KingdomReported employees: 501-1,000 | Jersey, United Kingdom | 501-1,000 | Exact match | 929 contacts → |
“Stonehage Fleming is now Corient.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Succession Wealthsuccessionwealth.co.uk HQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 689 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Chase DE Verechasedevere.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 589 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ascot Lloydascotlloyd.co.uk HQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 489 contacts → |
“Ready to make baffling jargon and unclear advice a thing of the past?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Progenytheprogenygroup.com HQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 415 contacts → |
“Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Turcan Connellturcanconnell.com HQ: Edinburgh, United KingdomReported employees: 201-500 | Edinburgh, United Kingdom | 201-500 | Exact match | 246 contacts → |
“Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Blevins Franksblevinsfranks.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 211 contacts → |
“Blevins Franks is the leading international tax and wealth management adviser to British nationals living in Europe.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | The Private Office TPOtheprivateoffice.com HQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 188 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | TOWRYtowry.com HQ: Bracknell, United KingdomReported employees: 501-1,000 | Bracknell, United Kingdom | 501-1,000 | Exact match | 168 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Right Legal Grouprightlegalgroup.com HQ: Derby, United KingdomReported employees: 51-200 | Derby, United Kingdom | 51-200 | Exact match | 150 contacts → |
“Right Legal Group is a well-established law firm that forms part of a network of Law firms that specialise in Wills and Probate services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Lowes A Saltus Businesslowes.co.uk HQ: Jesmond, United KingdomReported employees: 51-200 | Jesmond, United Kingdom | 51-200 | Exact match | 133 contacts → |
“As one of the largest privately owned Independent Financial Advisers in the UK, we have been building successful long-term relationships with clients for 50 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Westminster Wealth Managementwestminster-wealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 125 contacts → |
“Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | MKC Wealthmkcwealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 110 contacts → |
“MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Insight Financial Associatesinsightifa.com HQ: Norwich, United KingdomReported employees: 51-200 | Norwich, United Kingdom | 51-200 | Exact match | 109 contacts → |
“At Insight Financial Associates, everything we do is built around a simple belief: you should feel confident, informed and in control of your financial future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | SAS Daniels LLPsasdaniels.co.uk HQ: Stockport, United KingdomReported employees: 51-200 | Stockport, United Kingdom | 51-200 | Exact match | 107 contacts → |
“Understanding your needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Hfmc Wealthhfmcwealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 100 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Honey Legalhoneylegal.co.uk HQ: Market Drayton, United KingdomReported employees: 201-500 | Market Drayton, United Kingdom | 201-500 | Exact match | 88 contacts → |
“At Honey, we're all about taking care of people.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Mogers Drewett Solicitorsmogersdrewett.com HQ: Bath, United KingdomReported employees: 51-200 | Bath, United Kingdom | 51-200 | Exact match | 87 contacts → |
“Mogers Drewett is a leading Southwest legal and financial planning firm that takes pride in building long term client relationships.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Kings Court Trust LTDkctrust.co.uk HQ: Bristol, United KingdomReported employees: 51-200 | Bristol, United Kingdom | 51-200 | Exact match | 86 contacts → |
“Kings Court Trust is one of the UK’s leading estate administration service providers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Amber River True Bearingamberriver.com HQ: Chorley, United KingdomReported employees: 51-200 | Chorley, United Kingdom | 51-200 | Exact match | 84 contacts → |
“Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Greystone Financial Servicesgreystonefs.co.uk HQ: Scott Drive, United KingdomReported employees: 51-200 | Scott Drive, United Kingdom | 51-200 | Exact match | 75 contacts → |
“Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Murray Beith Murray LLPmurraybeith.co.uk HQ: Edinburgh, United KingdomReported employees: 51-200 | Edinburgh, United Kingdom | 51-200 | Exact match | 71 contacts → |
“Murray Beith Murray LLP is a leading Scottish private client law firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Countrywide TAX & Trust Corporation LTDcountrywidepartners.co.uk HQ: Warwickshire, United KingdomReported employees: 51-200 | Warwickshire, United Kingdom | 51-200 | Exact match | 71 contacts → |
“Countrywide Tax & Trust Corporation Ltd provide a full range of private client and tax planning services, and the software packages to enable you to offer these services to your…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Pareto Financial Planningparetofp.co.uk HQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 66 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Craven Street Wealthcravenstreetwealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 64 contacts → |
“Craven Street Wealth is a leading Independent Chartered Financial Planning and wealth management firm, providing specialist advice to individuals, families, trustees, business…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,372 company matches
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Estate planning advisors: dataset insights
September 20, 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
1,360 records in the displayed employee bands.
12 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 1,372 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 20, 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 estate planning advisors?
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 estate planning advisors did RevenueBase find based in the United Kingdom?
The saved snapshot records 1,372 matching company records, 12,475 tracked contacts and 5,934 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 20, 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 estate planning advisors based in the United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-advisors/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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