Company lists · Data refreshed September 2026

Top 25 Estate planning consultants based in the United Kingdom

RevenueBase identified 861 estate planning consultants headquartered in the United Kingdom as of September 2026 and tracks 7,092 professional contacts across them, including 3,375 with verified work emails. London is the largest hub.

This list covers estate planning consultants 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 20, 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 20, 2026 86% judged on-target in blind review
861Companies
7,092Contacts tracked
3,375Verified emails
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The 25 largest estate planning consultants based in the United Kingdom

Ranked by team size
Top 25 of 861 estate planning consultants based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning consultants: 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 evidenceJersey, United KingdomHQ checked Sep 20, 2026501-1,000929 contacts →

Indirect evidence

“Stonehage Fleming is now Corient.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceBirmingham, United KingdomHQ checked Sep 20, 2026501-1,000489 contacts →

Indirect evidence

“Ready to make baffling jargon and unclear advice a thing of the past?”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceEdinburgh, United KingdomHQ checked Sep 20, 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 20, 2026
4Partial evidenceNewton Abbot, United KingdomHQ checked Sep 20, 2026201-500189 contacts →

Partial evidence

“WBW offers a full range of legal and financial planning services to individuals and businesses, both locally and nationally.”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceLeeds, United KingdomHQ checked Sep 20, 2026201-500188 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceBracknell, United KingdomHQ checked Sep 20, 2026501-1,000168 contacts →

Indirect evidence

“When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceDerby, United KingdomHQ checked Sep 20, 202651-200150 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceLondon, United KingdomHQ checked Sep 20, 202651-200125 contacts →

Indirect evidence

“Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceLondon, United KingdomHQ checked Sep 20, 202651-200110 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceStockport, United KingdomHQ checked Sep 20, 202651-200107 contacts →

Indirect evidence

“Understanding your needs.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceMarket Drayton, United KingdomHQ checked Sep 20, 2026201-50088 contacts →

Indirect evidence

“At Honey, we're all about taking care of people.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceBath, United KingdomHQ checked Sep 20, 202651-20087 contacts →

Partial evidence

“Mogers Drewett is a leading Southwest legal and financial planning firm that takes pride in building long term client relationships.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceBristol, United KingdomHQ checked Sep 20, 202651-20086 contacts →

Partial evidence

“Kings Court Trust is one of the UK’s leading estate administration service providers.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidencePeterborough, United KingdomHQ checked Sep 20, 202651-20077 contacts →

Indirect evidence

“At Hegarty our solicitors value exceptional client care, quality service, expertise, integrity, and professionalism, and these are at the core of everything we do.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceEdinburgh, United KingdomHQ checked Sep 20, 202651-20071 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceWarwickshire, United KingdomHQ checked Sep 20, 202651-20071 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceBrentford, United KingdomHQ checked Sep 20, 202651-20048 contacts →

Indirect evidence

“WSL Will Writing Services – securing your wishes.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceLondon, United KingdomHQ checked Sep 20, 202651-20047 contacts →

Indirect evidence

“Our focus is the provision of UK based trust and will related services to protect the wealth of individuals and their families.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceFerndown Industrial Estate, United KingdomHQ checked Sep 20, 202651-20046 contacts →

Indirect evidence

“Ward Goodman is a leading firm of Financial Planners, Wealth Managers, Accountants, and Tax Advisers in the South of England, offering integrated and holistic services to help…”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceLeicester, United KingdomHQ checked Sep 20, 202651-20042 contacts →

Indirect evidence

“Legacy Wills is a new concept in the private client sector providing a source of complete services for professionals in private client practices.”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceStoke On Trent, United KingdomHQ checked Sep 20, 202611-5040 contacts →

Partial evidence

“The firm was established in 2005 by Stephen Myers who bought the Stoke-on-Trent practice of Heatons.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceLondon, United KingdomHQ checked Sep 20, 202611-5039 contacts →

Indirect evidence

“Sinclair Gibson LLP is a leading independent private client law firm based in London.”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceBury St Edmunds, United KingdomHQ checked Sep 20, 202651-20035 contacts →

Indirect evidence

“Churchgates is a unique and powerful combination of fully qualified and registered accountants, tax advisers, solicitors, investment managers and financial planners.”

Source: RevenueBase Database · checked Sep 20, 2026
24Strong evidenceStaffordshire, United KingdomHQ checked Sep 20, 202611-5034 contacts →

Strong evidence

“At Dunham McCarthy, we practice a holistic approach to estate planning.”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceLittle Packington, United KingdomHQ checked Sep 20, 202611-5034 contacts →

Indirect evidence

“Making sense of the complex.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 861 estate planning consultants based in the United Kingdom

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Estate planning consultants based in the United Kingdom at a glance

As of Sep 20, 2026
47.6%Verified-email coverage
8.2Average contacts per company
1-10Median size (employees)
13.1%Largest-city concentration · London
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
634
11-50
168
51-200
38
201-500
9
501-1,000
3
5,001-10,000
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 861 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 consultants, 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 “estate planning consultants”. 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 consultants), 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 consultants, 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, 3,375 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 20, 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.

Estate planning consultants by metro

  • Estate planning consultants in London113

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 consultants, 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 consultants are there based in the United Kingdom?

RevenueBase identified 861 estate planning consultants 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?

Stonehage Fleming, headquartered in United Kingdom, tops this list with the largest team on record.

Which city has the most estate planning consultants?

London leads with 113 headquartered companies, followed by Manchester (15) and Birmingham (13).

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 3,375 verified decision-maker contacts tracked across these 861 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 20, 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.