Company lists · Data refreshed September 2026

Top 25 Financial advisor directories based in the United Kingdom

Name: Financial advisor directories based in the United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 272 companies tracked

RevenueBase identified 272 company matches for financial advisor directories associated with the United Kingdom as of September 2026 and tracks 1,764 professional contacts across them, including 682 with verified work emails. London is the largest hub.

This list covers company matches for financial advisor directories 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

272Companies

1,764Contacts tracked

682Verified emails

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The 25 largest financial advisor directories based in the United Kingdom

Ranked by team size

Top 25 of 272 company matches for financial advisor directories based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Clearwater Wealth Management	Exact match	London, United KingdomHQ recorded Sep 20, 2026	201-500	135 contacts →
	Exact match “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Scotia Wealth Management LTD	Exact match	Edinburgh, United KingdomHQ recorded Sep 20, 2026	11-50	95 contacts →
	Exact match “We’re a small team of independent financial advisers based in Edinburgh, with a friendly and welcoming approach.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Greystone Financial Services	Exact match	Scott Drive, United KingdomHQ recorded Sep 20, 2026	51-200	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
4	Humphrey & CO	Exact match	Eastbourne, United KingdomHQ recorded Sep 20, 2026	51-200	55 contacts →
	Exact match “The firm has built a strong reputation for successfully advising and supporting individuals and businesses with their financial affairs for almost a century.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	True Potential Wealth Management LLP	Exact match	Gorseinon Swansea, United KingdomHQ recorded Sep 20, 2026	n/a	40 contacts →
	Exact match “True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Swann Financial	Exact match	Banbury, United KingdomHQ recorded Sep 20, 2026	11-50	28 contacts →
	Exact match “Swann Financial is now part of EIGHT Financial Advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Fintuity	Exact match	London, United KingdomHQ recorded Sep 20, 2026	11-50	26 contacts →
	Exact match “UK's first online Independent Financial Adviser (IFA).” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Compass Financial UK Limited	Exact match	Manchester, United KingdomHQ recorded Sep 20, 2026	11-50	26 contacts →
	Exact match “We understand no two clients or circumstances are the same.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Milsted Langdon Financial Services	Exact match	Taunton, United KingdomHQ recorded Sep 20, 2026	11-50	25 contacts →
	Exact match “Welcome to Milsted Langdon Financial Services Limited, independent financial advisers in Bath, Taunton, Bristol and Yeovil.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Blue SKY Financial Planning	Exact match	Poole, United KingdomHQ recorded Sep 20, 2026	11-50	25 contacts →
	Exact match “Blue Sky Financial Planning are a company of independent financial advisers offering bespoke financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Eminent Financial LTD	Exact match	London, United KingdomHQ recorded Sep 20, 2026	51-200	25 contacts →
	Exact match “Eminent Financial Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Chantler Kent Investments	Exact match	Orpington, United KingdomHQ recorded Sep 20, 2026	11-50	22 contacts →
	Exact match “Chantler Kent Investments is a firm of Independent Financial Advisers based in Kent.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Harvest Associates	Exact match	Barlborough, United KingdomHQ recorded Sep 20, 2026	11-50	22 contacts →
	Exact match “Harvest Associates is a company of Independent Financial Advisers offering bespoke financial advice to individuals and businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	ONE Financial Planning LTD	Exact match	London, United KingdomHQ recorded Sep 20, 2026	11-50	20 contacts →
	Exact match “One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Citywide Financial Partners	Exact match	Leatherhead, United KingdomHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “Our mission to look after the long-term needs of our clients and navigate them through financial challenges guides everything we do.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	4life Wealth Management	Exact match	Harrogate, United KingdomHQ recorded Sep 20, 2026	11-50	15 contacts →
	Exact match “4Life Wealth Management was founded to offer a wider audience first class financial advice to meet their needs not only now but for generations to come.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	The Penny Group Harridge	Exact match	Hungerford, United KingdomHQ recorded Sep 20, 2026	1-10	15 contacts →
	Exact match “The Penny Group Harridge is a well-established financial advice practice, they bring with them many years’ worth of experience.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Hawkinsthomas Wealth, Senior Partner Practice Of St. James's Place Wealth Management	Exact match	Cardiff, United KingdomHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “At HawkinsThomas Wealth we place our clients at the heart of our business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Regency Wealth Management	Exact match	Durkar, United KingdomHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “At Regency Wealth Management, we offer personalised, face-to-face advice-helping you make smarter decisions and stay on track for the future you want.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Stratton Wealth Management	Exact match	Manchester, United KingdomHQ recorded Sep 20, 2026	1-10	13 contacts →
	Exact match “We’re a team of experienced Independent Financial Advisers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Collective Financial Planning	Exact match	Milton Keynes, United KingdomHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “Collective Financial Planning Ltd comprises of an expanding team of experienced Financial Advisers with offices in Milton Keynes and London, who provide both face to face and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Abraham Associates	Exact match	Borehamwood, United KingdomHQ recorded Sep 20, 2026	1-10	13 contacts →
	Exact match “We can provide you and your family with highly personalised professional advice co-ordinated across the entire financial spectrum, including: • Mortgages eg.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Hamish Leng & Company LTD	Exact match	London, United KingdomHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “Based in Knightsbridge, we look after individuals and families to help them achieve financial security and order, and live the lives they want.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Genesis Wealth Management Limited	Exact match	Manchester, United KingdomHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “GENESIS WEALTH MANAGEMENT LIMITED are independent financial advisers with offices in Manchester and Glasgow.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Futures Assured Limited	Exact match	Sheffield, United KingdomHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Futures Assured Limited was established in and has grown into a trusted financial planning firm.” 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 “financial advisor directories”. 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 272 financial advisor directories based in the United Kingdom

See the full list, filter by size, metro and specialty, and access 682 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisor directories based in the United Kingdom at a glance

As of Sep 20, 2026

38.7%Verified-email coverage

6.5Average contacts per company

1-10Median size (employees)

14.7%Largest-city concentration · London

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

194

11-50

51-200

201-500

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 272 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 “financial advisor directories” 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 682 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 “financial advisor directories”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisor directories are there based in the United Kingdom?

RevenueBase identified 272 company matches for financial advisor directories 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?

Clearwater Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial advisor directories?

London leads with 40 company records, followed by Manchester (9) and Edinburgh (6).

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 682 professional contacts with verified work emails tracked across these 272 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.

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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 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.