Company lists · Data refreshed October 2026

Top 25 Financial advisors for healthcare professionals based in the United Kingdom

RevenueBase identified 1,842 company matches for financial advisors for healthcare professionals associated with the United Kingdom as of October 2026 and tracks 28,053 professional contacts across them, including 10,922 with verified work emails. London is the largest hub.

This list covers company matches for financial advisors for healthcare professionals 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 October 12, 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 Oct 12, 2026 How this list was built
1,842Companies
28,053Contacts tracked
10,922Verified emails
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The 25 largest financial advisors for healthcare professionals based in the United Kingdom

Ranked by team size
Top 25 of 1,842 company matches for financial advisors for healthcare professionals based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchCirencester, United KingdomHQ recorded Oct 12, 20261,001-5,0004,262 contacts →

Exact match

“There’s advice that can change your day.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2Exact matchLondon, United KingdomHQ recorded Oct 12, 20261,001-5,0002,027 contacts →

Exact match

“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3Exact matchLondon, United KingdomHQ recorded Oct 12, 20261,001-5,0002,015 contacts →

Exact match

“Meet the people behind your future.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4Exact matchBirmingham, United KingdomHQ recorded Oct 12, 20261,001-5,0001,107 contacts →

Exact match

“Your money should work as hard as you do.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5Exact matchSunderland, United KingdomHQ recorded Oct 12, 20261,001-5,000637 contacts →

Exact match

“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6Exact matchLondon, United KingdomHQ recorded Oct 12, 2026201-500596 contacts →

Exact match

“At Chase de Vere, we believe the only worthwhile advice is independent advice.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7Exact matchBirmingham, United KingdomHQ recorded Oct 12, 2026501-1,000554 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8Exact matchLiverpool Street, United KingdomHQ recorded Oct 12, 2026501-1,000389 contacts →

Exact match

“Expert investment management and financial planning.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9Exact matchLondon, United KingdomHQ recorded Oct 12, 2026201-500339 contacts →

Exact match

“By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10Exact matchNottingham, United KingdomHQ recorded Oct 12, 2026201-500283 contacts →

Exact match

“Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11Exact matchLondon, United KingdomHQ recorded Oct 12, 202651-200195 contacts →

Exact match

“WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12Exact matchBracknell, United KingdomHQ recorded Oct 12, 2026501-1,000183 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 · Oct 12, 2026 · View company records in RevenueBase
13Exact matchFarnborough, United KingdomHQ recorded Oct 12, 202651-200181 contacts →

Exact match

“Origen Financial Services is one of the UK’s leading financial advisers.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14Exact matchNewcastle Upon Tyne, United KingdomHQ recorded Oct 12, 202651-200168 contacts →

Exact match

“Reeves helps successful individuals enjoy their future.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15Exact matchKnutsford, United KingdomHQ recorded Oct 12, 2026n/a159 contacts →

Exact match

“Medical & Executive Financial Services (MEFS) is an independent financial planning firm providing structured, ongoing advice to professionals, families and business owners.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16Exact matchLondon, United KingdomHQ recorded Oct 12, 2026201-500158 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 · Oct 12, 2026 · View company records in RevenueBase
17Exact matchBath, United KingdomHQ recorded Oct 12, 202651-200154 contacts →

Exact match

“Fidelius is a leading financial services company, committed to excellent customer service.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18Exact matchJesmond, United KingdomHQ recorded Oct 12, 202651-200145 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 · Oct 12, 2026 · View company records in RevenueBase
19Exact matchWaterlooville, United KingdomHQ recorded Oct 12, 2026201-500120 contacts →

Exact match

“Our mission for our clients is to give them confidence in their finances and we achieve this by engaging, educating, and enabling them.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20Exact matchNorwich, United KingdomHQ recorded Oct 12, 202651-200113 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 · Oct 12, 2026 · View company records in RevenueBase
21Exact matchLondon, United KingdomHQ recorded Oct 12, 202651-200107 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 · Oct 12, 2026 · View company records in RevenueBase
22Exact matchSt Albans, United KingdomHQ recorded Oct 12, 202651-200103 contacts →

Exact match

“Lumin provides personable financial advice and investment management services.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23Exact matchLondon, United KingdomHQ recorded Oct 12, 202651-20098 contacts →

Exact match

“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24Exact matchWilmslow, United KingdomHQ recorded Oct 12, 202651-20091 contacts →

Exact match

“Our purpose is to make people's lives better.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25Exact matchLondon, United KingdomHQ recorded Oct 12, 2026201-50090 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

Showing 25 of 1,842 financial advisors for healthcare professionals based in the United Kingdom

See the full list, filter by size, metro and specialty, and access 10,922 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisors for healthcare professionals based in the United Kingdom at a glance

As of Oct 12, 2026
38.9%Verified-email coverage
15.2Average contacts per company
1-10Median size (employees)
13.7%Largest-city concentration · London
Oct 12, 2026Page data refreshed

Companies by employee count

1-10
1,277
11-50
465
51-200
61
201-500
15
501-1,000
6
1,001-5,000
5
5,001-10,000
2

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 1,842 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 advisors for healthcare professionals” 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 10,922 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 October 12, 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 advisors for healthcare professionals”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisors for healthcare professionals are there based in the United Kingdom?

RevenueBase identified 1,842 company matches for financial advisors for healthcare professionals associated with the United Kingdom as of October 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?

St. James's Place tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial advisors for healthcare professionals?

London leads with 253 company records, followed by Manchester (42) and Bristol (35).

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 10,922 professional contacts with verified work emails tracked across these 1,842 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 October 12, 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.