Company lists · Data refreshed September 2026
Top 15 Financial advisory platforms based in Cardiff, United Kingdom
RevenueBase identified 27 company matches for financial advisory platforms associated with Cardiff, United Kingdom as of September 2026 and tracks 230 professional contacts across them, including 153 with verified work emails. Across the United Kingdom, London is the largest hub for this category (834 companies); Cardiff has 27.
This list covers company matches for financial advisory platforms associated with Cardiff, 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 28, 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 15 largest financial advisory platforms based in Cardiff, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 137 contacts → | ||||
Exact match “Take the hard work out of managing your money with Wealthify.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 14 contacts → | ||||
Exact match “At HawkinsThomas Wealth we place our clients at the heart of our business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 9 contacts → | ||||
Exact match “Burley Fox Limited was established by former directors of Smith & Williamson Financial Services Limited.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 8 contacts → | ||||
Exact match “We provide independent, forward-thinking and practical financial planning services to a wide range of clients across South Wales and the South West of England.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 8 contacts → | ||||
Exact match “Independent Financial Advisers offering advice for post and pre retirement planning, saving and investing, mortgage, protection and general insurance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 8 contacts → | ||||
Exact match “As an Independent Financial Adviser and Financial Coach in South Wales the Abram Partnership will help you make more of your money by ensuring you keep more for yourself and your…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “LOWNDES HALSDEN & PARTNERS LIMITED is a financial services company based out of HOLT HOUSE 184-190 CAERPHILLY ROAD, CARDIFF, United Kingdom.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “DS Howell Financial Services was founded in 2004.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “Seven Financial Group was established in 2009 and offers Independent Financial Advice to a wide range of clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “TD Financial are a team of professional independent financial advisers with experience in all areas of financial management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 2 contacts → | ||||
Exact match “Making life easier and simpler for financial advisers and planners, with a modern, intuitive back-office system” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “At Affinity Financial, we have made it our mission to make bespoke Mortgage and Protection advice open and accessible to all.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “WPS Wealth Ltd can act on your behalf in advising you on investments and non-investment insurance contracts.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Hayman Watkin Davies are financial advisers based in Cardiff, South Wales.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 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 advisory platforms”. 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 15 of 27 financial advisory platforms based in Cardiff, United Kingdom
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Financial advisory platforms based in Cardiff, United Kingdom at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United Kingdom list rather than for Cardiff, so it is reported there. Company counts and contact totals on this page are exact for Cardiff, over 27 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 Cardiff, United Kingdom whose business descriptions match “financial advisory platforms” 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 153 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 28, 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.
Financial advisory platforms by metro in the United Kingdom
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 advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisory platforms are there based in Cardiff, United Kingdom?
RevenueBase identified 27 company matches for financial advisory platforms associated with Cardiff, 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?
Wealthify tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United Kingdom has the most financial advisory platforms?
London leads the United Kingdom with 834 company records, followed by Manchester (56) and Glasgow (46). Cardiff has 27.
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 153 professional contacts with verified work emails tracked across these 27 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 27 financial advisory platforms based in Cardiff, United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Financial advisory platforms based in Buenos Aires, Argentina
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Company intelligence · public preview
Top 15 financial advisory platforms based in Cardiff, 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 27 matching company records for financial advisory platforms based in Cardiff, United Kingdom, with 230 tracked contacts and 153 verified work emails.
This public preview shows 15 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 15 financial advisory platforms based in Cardiff, 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 |  Wealthifywealthify.comHQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 137 contacts → |
“Take the hard work out of managing your money with Wealthify.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Hawkinsthomas Wealth, Senior Partner Practice Of St. James's Place Wealth Managementhawkinsthomas.co.ukHQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 14 contacts → |
“At HawkinsThomas Wealth we place our clients at the heart of our business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Burley FOX Limitedburleyfox.comHQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 9 contacts → |
“Burley Fox Limited was established by former directors of Smith & Williamson Financial Services Limited.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Nugenis Financial Planningnugenisfp.co.ukHQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 8 contacts → |
“We provide independent, forward-thinking and practical financial planning services to a wide range of clients across South Wales and the South West of England.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  JWA Financial Planningjwafp.comHQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Independent Financial Advisers offering advice for post and pre retirement planning, saving and investing, mortgage, protection and general insurance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Abram Partnership LTDabrampartnership.co.ukHQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 8 contacts → |
“As an Independent Financial Adviser and Financial Coach in South Wales the Abram Partnership will help you make more of your money by ensuring you keep more for yourself and your…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lowndes Halsden & Partners Limitedlowndesonline.co.uk HQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 7 contacts → |
“LOWNDES HALSDEN & PARTNERS LIMITED is a financial services company based out of HOLT HOUSE 184-190 CAERPHILLY ROAD, CARDIFF, United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  DS Howell Financial Servicesdshowellfs.co.ukHQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 6 contacts → |
“DS Howell Financial Services was founded in 2004.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Seven Financial Group7fg.co.ukHQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Seven Financial Group was established in 2009 and offers Independent Financial Advice to a wide range of clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | TD Financial LTDtdfinancial.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 3 contacts → |
“TD Financial are a team of professional independent financial advisers with experience in all areas of financial management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Elen Financial Softwareelen.co HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Making life easier and simpler for financial advisers and planners, with a modern, intuitive back-office system” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Affinity Financial Managementaffinityfinancial.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 2 contacts → |
“At Affinity Financial, we have made it our mission to make bespoke Mortgage and Protection advice open and accessible to all.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  WPS Wealthwpswealth.co.ukHQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 2 contacts → |
“WPS Wealth Ltd can act on your behalf in advising you on investments and non-investment insurance contracts.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Hayman Watkin Davies LTDhwdfinancial.co.ukHQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Hayman Watkin Davies are financial advisers based in Cardiff, South Wales.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Halen Wealth LTDhalenwealth.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 15 of 27 company matches
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Financial advisory platforms: dataset insights
September 28, 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
27 records in the displayed employee bands.
0 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 across the whole United Kingdom list rather than for Cardiff, so it is reported there. Company counts and contact totals on this page are exact for Cardiff, over 27 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 28, 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 ↗
Financial advisory platforms by metro in the United Kingdom
Questions about this company list
What does Exact match mean for financial advisory platforms?
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 financial advisory platforms did RevenueBase find based in Cardiff, United Kingdom?
The saved snapshot records 27 matching company records, 230 tracked contacts and 153 verified emails. The public preview displays 15 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 28, 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
Financial advisory platforms by geography
- Financial advisory platforms based in Buenos Aires, Argentina
- Financial advisory platforms based in Adelaide, Australia
- Financial advisory platforms based in Brisbane, Australia
- Financial advisory platforms based in Melbourne, Australia
- Financial advisory platforms based in North Sydney, Australia
- Financial advisory platforms based in Perth, Australia
- Financial advisory platforms based in Sydney, Australia
- Financial advisory platforms based in Belo Horizonte, Brazil
- Financial advisory platforms based in Curitiba, Brazil
- Financial advisory platforms based in Porto Alegre, Brazil
- Financial advisory platforms based in Rio De Janeiro, Brazil
- Financial advisory platforms based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 15 financial advisory platforms based in Cardiff, United Kingdom. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisory-platforms/united-kingdom/cardiff.
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
- Financial advisory platforms based in Buenos Aires, Argentina
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Company intelligence · public preview
Top 15 financial advisory platforms based in Cardiff, United Kingdom
RevenueBase records 27 matching company records for financial advisory platforms based in Cardiff, United Kingdom, with 230 tracked contacts and 153 verified work emails.
This public preview shows 15 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 15 financial advisory platforms based in Cardiff, 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 | Wealthifywealthify.com HQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 137 contacts → |
“Take the hard work out of managing your money with Wealthify.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Hawkinsthomas Wealth, Senior Partner Practice Of St. James's Place Wealth Managementhawkinsthomas.co.uk HQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 14 contacts → |
“At HawkinsThomas Wealth we place our clients at the heart of our business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Burley FOX Limitedburleyfox.com HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 9 contacts → |
“Burley Fox Limited was established by former directors of Smith & Williamson Financial Services Limited.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Nugenis Financial Planningnugenisfp.co.uk HQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 8 contacts → |
“We provide independent, forward-thinking and practical financial planning services to a wide range of clients across South Wales and the South West of England.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | JWA Financial Planningjwafp.com HQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Independent Financial Advisers offering advice for post and pre retirement planning, saving and investing, mortgage, protection and general insurance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Abram Partnership LTDabrampartnership.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 8 contacts → |
“As an Independent Financial Adviser and Financial Coach in South Wales the Abram Partnership will help you make more of your money by ensuring you keep more for yourself and your…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lowndes Halsden & Partners Limitedlowndesonline.co.uk HQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 7 contacts → |
“LOWNDES HALSDEN & PARTNERS LIMITED is a financial services company based out of HOLT HOUSE 184-190 CAERPHILLY ROAD, CARDIFF, United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | DS Howell Financial Servicesdshowellfs.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 6 contacts → |
“DS Howell Financial Services was founded in 2004.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Seven Financial Group7fg.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Seven Financial Group was established in 2009 and offers Independent Financial Advice to a wide range of clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | TD Financial LTDtdfinancial.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 3 contacts → |
“TD Financial are a team of professional independent financial advisers with experience in all areas of financial management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Elen Financial Softwareelen.co HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Making life easier and simpler for financial advisers and planners, with a modern, intuitive back-office system” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Affinity Financial Managementaffinityfinancial.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 2 contacts → |
“At Affinity Financial, we have made it our mission to make bespoke Mortgage and Protection advice open and accessible to all.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | WPS Wealthwpswealth.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 2 contacts → |
“WPS Wealth Ltd can act on your behalf in advising you on investments and non-investment insurance contracts.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Hayman Watkin Davies LTDhwdfinancial.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Hayman Watkin Davies are financial advisers based in Cardiff, South Wales.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Halen Wealth LTDhalenwealth.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 15 of 27 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial advisory platforms: dataset insights
September 28, 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
27 records in the displayed employee bands.
0 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 across the whole United Kingdom list rather than for Cardiff, so it is reported there. Company counts and contact totals on this page are exact for Cardiff, over 27 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 28, 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 ↗
Financial advisory platforms by metro in the United Kingdom
Questions about this company list
What does Exact match mean for financial advisory platforms?
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 financial advisory platforms did RevenueBase find based in Cardiff, United Kingdom?
The saved snapshot records 27 matching company records, 230 tracked contacts and 153 verified emails. The public preview displays 15 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 28, 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.
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Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 15 financial advisory platforms based in Cardiff, United Kingdom. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisory-platforms/united-kingdom/cardiff.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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