Company lists · Data refreshed September 2026
Top 25 Financial consulting firms based in the United Kingdom
RevenueBase identified 4,177 company matches for financial consulting firms associated with the United Kingdom as of September 2026 and tracks 71,321 professional contacts across them, including 27,912 with verified work emails and 8,680 with mobile numbers. London is the largest hub.
This list covers company matches for financial consulting firms 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 2, 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 financial consulting firms based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 20,903 contacts → | ||||
Exact match “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 4,121 contacts → | ||||
Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 2,135 contacts → | ||||
Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 1,937 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 729 contacts → | ||||
Exact match “We are now Lloyds Wealth.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 681 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 2, 2026 · View company records in RevenueBase | |||||
| 7 | 593 contacts → | ||||
Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 592 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 488 contacts → | ||||
Exact match “Ready to make baffling jargon and unclear advice a thing of the past?” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 410 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 2, 2026 · View company records in RevenueBase | |||||
| 11 | 403 contacts → | ||||
Exact match “Expert investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 364 contacts → | ||||
Exact match “Perspective Financial Group Ltd is the parent company of over 60 client-centric financial planning offices.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 354 contacts → | ||||
Exact match “Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 345 contacts → | ||||
Exact match “2plan wealth management is the UK's largest independent advisory firm.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 312 contacts → | ||||
Exact match “Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 309 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 301 contacts → | ||||
Exact match “We set the benchmark for financial planning advice, technology and solutions.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 280 contacts → | ||||
Exact match “Saltus is an independently owned financial planning and investment management company.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 261 contacts → | ||||
Exact match “Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 236 contacts → | ||||
Exact match “At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 219 contacts → | ||||
Exact match “MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking and consulting dedicated to helping insurance brokerages, and firms…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 186 contacts → | ||||
Exact match “The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts to provide wealth management…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 170 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 2, 2026 · View company records in RevenueBase | |||||
| 24 | 158 contacts → | ||||
Exact match “We’re building stronger, more secure financial futures for our retirement, investment and protection customers.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 137 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 2, 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 consulting firms”. 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 4,177 financial consulting firms based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 27,912 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial consulting firms based in the United Kingdom at a glance
As of Sep 2, 2026Companies by employee count
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 consulting firms” 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 27,912 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 2, 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 consulting firms by metro
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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial consulting firms are there based in the United Kingdom?
RevenueBase identified 4,177 company matches for financial consulting firms 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?
Barclays Investment Bank tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial consulting firms?
London leads with 1038 company records, followed by Manchester (70) and Bristol (62).
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 27,912 professional contacts with verified work emails tracked across these 4,177 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 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 4,177 financial consulting firms based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Financial consulting firms by geography
- Financial consulting firms based in the United States
- Financial consulting firms based in Brazil
- Financial consulting firms based in Australia
- Financial consulting firms based in France
- Financial consulting firms based in Canada
- Financial consulting firms based in Germany
- Financial consulting firms based in the Netherlands
- Financial consulting firms based in Italy
- Financial consulting firms based in South Africa
- Financial consulting firms based in Spain
- Financial consulting firms based in Mexico
- Financial consulting firms based in Switzerland
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
- Financial consulting firms based in the United States
- Financial consulting firms based in Brazil
- Financial consulting firms based in Australia
- Financial consulting firms based in France
- Financial consulting firms based in Canada
- Financial consulting firms based in Germany
Company intelligence · public preview
Top 25 financial consulting firms 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 4,177 matching company records for financial consulting firms based in the United Kingdom, with 71,321 tracked contacts and 27,912 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 2, 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 financial consulting firms 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 |  Barclays Investment Bankbarclays.comHQ: HQ not recorded; location: London, United KingdomReported employees: 10001+ | HQ not recorded; location: London, United Kingdom | 10001+ | Exact match | 20,903 contacts → |
“Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  St. James S Placesjp.co.ukHQ: HQ not recorded; location: Cambridge, United KingdomReported employees: 1,001-5,000 | HQ not recorded; location: Cambridge, United Kingdom | 1,001-5,000 | Exact match | 4,121 contacts → |
“There’s advice that can change your day.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Evelyn Partnersevelyn.comHQ: HQ not recorded; location: Leeds Leeds, United KingdomReported employees: 1,001-5,000 | HQ not recorded; location: Leeds Leeds, United Kingdom | 1,001-5,000 | Exact match | 2,135 contacts → |
“Meet the people behind your future.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  RBC Brewin Dolphinbrewin.co.ukHQ: HQ not recorded; location: Marlborough, United KingdomReported employees: 1,001-5,000 | HQ not recorded; location: Marlborough, United Kingdom | 1,001-5,000 | Exact match | 1,937 contacts → |
“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Schroders Personal Wealthlloydswealth.comHQ: HQ not recorded; location: London, United KingdomReported employees: 501-1,000 | HQ not recorded; location: London, United Kingdom | 501-1,000 | Exact match | 729 contacts → |
“We are now Lloyds Wealth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Succession Wealthsuccessionwealth.co.ukHQ: HQ not recorded; location: Birmingham, United KingdomReported employees: 501-1,000 | HQ not recorded; location: Birmingham, United Kingdom | 501-1,000 | Exact match | 681 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Chase DE Verechasedevere.co.ukHQ: HQ not recorded; location: Manchester, United KingdomReported employees: 201-500 | HQ not recorded; location: Manchester, United Kingdom | 201-500 | Exact match | 593 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Fairstone Group LTDfairstonegroup.co.ukHQ: HQ not recorded; location: Sunderland, United KingdomReported employees: 1,001-5,000 | HQ not recorded; location: Sunderland, United Kingdom | 1,001-5,000 | Exact match | 592 contacts → |
“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Ascot Lloydascotlloyd.co.ukHQ: HQ not recorded; location: Bolton, United KingdomReported employees: 501-1,000 | HQ not recorded; location: Bolton, United Kingdom | 501-1,000 | Exact match | 488 contacts → |
“Ready to make baffling jargon and unclear advice a thing of the past?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Progenytheprogenygroup.comHQ: HQ not recorded; location: Leeds, United KingdomReported employees: 201-500 | HQ not recorded; location: Leeds, United Kingdom | 201-500 | Exact match | 410 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Close Brothers Asset Managementclosebrothersam.comHQ: HQ not recorded; location: St Peter Port, United KingdomReported employees: 501-1,000 | HQ not recorded; location: St Peter Port, United Kingdom | 501-1,000 | Exact match | 403 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Perspective Financial Group LTDpfgl.co.ukHQ: HQ not recorded; location: Chorley, United KingdomReported employees: 501-1,000 | HQ not recorded; location: Chorley, United Kingdom | 501-1,000 | Exact match | 364 contacts → |
“Perspective Financial Group Ltd is the parent company of over 60 client-centric financial planning offices.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Quilter Financial Planningquilter.comHQ: HQ not recorded; location: Newcastle Upon Tyne, United KingdomReported employees: 501-1,000 | HQ not recorded; location: Newcastle Upon Tyne, United Kingdom | 501-1,000 | Exact match | 354 contacts → |
“Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  2plan Wealth Management LTD2plan.comHQ: HQ not recorded; location: Leeds, United KingdomReported employees: 201-500 | HQ not recorded; location: Leeds, United Kingdom | 201-500 | Exact match | 345 contacts → |
“2plan wealth management is the UK's largest independent advisory firm.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Killik & COkillik.comHQ: HQ not recorded; location: London, United KingdomReported employees: 201-500 | HQ not recorded; location: London, United Kingdom | 201-500 | Exact match | 312 contacts → |
“Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  JM Finnjmfinn.comHQ: HQ not recorded; location: Bristol, United KingdomReported employees: 201-500 | HQ not recorded; location: Bristol, United Kingdom | 201-500 | Exact match | 309 contacts → |
“By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Benchmark Capitalbenchmarkcapital.co.ukHQ: HQ not recorded; location: United KingdomReported employees: 201-500 | HQ not recorded; location: United Kingdom | 201-500 | Exact match | 301 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Saltussaltus.co.ukHQ: HQ not recorded; location: Leigh-On-Sea, United KingdomReported employees: 501-1,000 | HQ not recorded; location: Leigh-On-Sea, United Kingdom | 501-1,000 | Exact match | 280 contacts → |
“Saltus is an independently owned financial planning and investment management company.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Wren Sterlingwrensterling.comHQ: HQ not recorded; location: London, United KingdomReported employees: 201-500 | HQ not recorded; location: London, United Kingdom | 201-500 | Exact match | 261 contacts → |
“Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Kingswood Groupkingswood-group.comHQ: HQ not recorded; location: Grimsby, United KingdomReported employees: 201-500 | HQ not recorded; location: Grimsby, United Kingdom | 201-500 | Exact match | 236 contacts → |
“At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Marshberrymarshberry.comHQ: HQ not recorded; location: London, United KingdomReported employees: 201-500 | HQ not recorded; location: London, United Kingdom | 201-500 | Exact match | 219 contacts → |
“MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking and consulting dedicated to helping insurance brokerages, and firms…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  The Private Office TPOtheprivateoffice.comHQ: HQ not recorded; location: London, United KingdomReported employees: 201-500 | HQ not recorded; location: London, United Kingdom | 201-500 | Exact match | 186 contacts → |
“The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts to provide wealth management…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  TOWRYtowry.comHQ: HQ not recorded; location: Belfast, United KingdomReported employees: 501-1,000 | HQ not recorded; location: Belfast, United Kingdom | 501-1,000 | Exact match | 170 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Canada Life UK Advisercanadalife.co.ukHQ: HQ not recorded; location: London, United KingdomReported employees: 1,001-5,000 | HQ not recorded; location: London, United Kingdom | 1,001-5,000 | Exact match | 158 contacts → |
“We’re building stronger, more secure financial futures for our retirement, investment and protection customers.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Clearwater Wealth Managementclearwaterwm.co.ukHQ: HQ not recorded; location: London, United KingdomReported employees: 201-500 | HQ not recorded; location: London, United Kingdom | 201-500 | Exact match | 137 contacts → |
“Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 4,177 company matches
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Financial consulting firms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
4,075 records in the displayed employee bands.
102 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 consulting firms by metro
Questions about this company list
What does Exact match mean for financial consulting firms?
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 consulting firms did RevenueBase find based in the United Kingdom?
The saved snapshot records 4,177 matching company records, 71,321 tracked contacts and 27,912 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 2, 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 consulting firms by geography
- Financial consulting firms based in the United States
- Financial consulting firms based in Brazil
- Financial consulting firms based in Australia
- Financial consulting firms based in France
- Financial consulting firms based in Canada
- Financial consulting firms based in Germany
- Financial consulting firms based in the Netherlands
- Financial consulting firms based in Italy
- Financial consulting firms based in South Africa
- Financial consulting firms based in Spain
- Financial consulting firms based in Mexico
- Financial consulting firms based in Switzerland
Cite this list
RevenueBase Data Team. Top 25 financial consulting firms based in the United Kingdom. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-consulting-firms/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
- Financial consulting firms based in the United States
- Financial consulting firms based in Brazil
- Financial consulting firms based in Australia
- Financial consulting firms based in France
- Financial consulting firms based in Canada
- Financial consulting firms based in Germany
Company intelligence · public preview
Top 25 financial consulting firms based in the United Kingdom
RevenueBase records 4,177 matching company records for financial consulting firms based in the United Kingdom, with 71,321 tracked contacts and 27,912 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 2, 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 financial consulting firms 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 | Barclays Investment Bankbarclays.com HQ: HQ not recorded; location: London, United KingdomReported employees: 10001+ | HQ not recorded; location: London, United Kingdom | 10001+ | Exact match | 20,903 contacts → |
“Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | St. James S Placesjp.co.uk HQ: HQ not recorded; location: Cambridge, United KingdomReported employees: 1,001-5,000 | HQ not recorded; location: Cambridge, United Kingdom | 1,001-5,000 | Exact match | 4,121 contacts → |
“There’s advice that can change your day.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Evelyn Partnersevelyn.com HQ: HQ not recorded; location: Leeds Leeds, United KingdomReported employees: 1,001-5,000 | HQ not recorded; location: Leeds Leeds, United Kingdom | 1,001-5,000 | Exact match | 2,135 contacts → |
“Meet the people behind your future.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | RBC Brewin Dolphinbrewin.co.uk HQ: HQ not recorded; location: Marlborough, United KingdomReported employees: 1,001-5,000 | HQ not recorded; location: Marlborough, United Kingdom | 1,001-5,000 | Exact match | 1,937 contacts → |
“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Schroders Personal Wealthlloydswealth.com HQ: HQ not recorded; location: London, United KingdomReported employees: 501-1,000 | HQ not recorded; location: London, United Kingdom | 501-1,000 | Exact match | 729 contacts → |
“We are now Lloyds Wealth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Succession Wealthsuccessionwealth.co.uk HQ: HQ not recorded; location: Birmingham, United KingdomReported employees: 501-1,000 | HQ not recorded; location: Birmingham, United Kingdom | 501-1,000 | Exact match | 681 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Chase DE Verechasedevere.co.uk HQ: HQ not recorded; location: Manchester, United KingdomReported employees: 201-500 | HQ not recorded; location: Manchester, United Kingdom | 201-500 | Exact match | 593 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fairstone Group LTDfairstonegroup.co.uk HQ: HQ not recorded; location: Sunderland, United KingdomReported employees: 1,001-5,000 | HQ not recorded; location: Sunderland, United Kingdom | 1,001-5,000 | Exact match | 592 contacts → |
“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Ascot Lloydascotlloyd.co.uk HQ: HQ not recorded; location: Bolton, United KingdomReported employees: 501-1,000 | HQ not recorded; location: Bolton, United Kingdom | 501-1,000 | Exact match | 488 contacts → |
“Ready to make baffling jargon and unclear advice a thing of the past?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Progenytheprogenygroup.com HQ: HQ not recorded; location: Leeds, United KingdomReported employees: 201-500 | HQ not recorded; location: Leeds, United Kingdom | 201-500 | Exact match | 410 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Close Brothers Asset Managementclosebrothersam.com HQ: HQ not recorded; location: St Peter Port, United KingdomReported employees: 501-1,000 | HQ not recorded; location: St Peter Port, United Kingdom | 501-1,000 | Exact match | 403 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Perspective Financial Group LTDpfgl.co.uk HQ: HQ not recorded; location: Chorley, United KingdomReported employees: 501-1,000 | HQ not recorded; location: Chorley, United Kingdom | 501-1,000 | Exact match | 364 contacts → |
“Perspective Financial Group Ltd is the parent company of over 60 client-centric financial planning offices.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Quilter Financial Planningquilter.com HQ: HQ not recorded; location: Newcastle Upon Tyne, United KingdomReported employees: 501-1,000 | HQ not recorded; location: Newcastle Upon Tyne, United Kingdom | 501-1,000 | Exact match | 354 contacts → |
“Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 2plan Wealth Management LTD2plan.com HQ: HQ not recorded; location: Leeds, United KingdomReported employees: 201-500 | HQ not recorded; location: Leeds, United Kingdom | 201-500 | Exact match | 345 contacts → |
“2plan wealth management is the UK's largest independent advisory firm.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Killik & COkillik.com HQ: HQ not recorded; location: London, United KingdomReported employees: 201-500 | HQ not recorded; location: London, United Kingdom | 201-500 | Exact match | 312 contacts → |
“Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | JM Finnjmfinn.com HQ: HQ not recorded; location: Bristol, United KingdomReported employees: 201-500 | HQ not recorded; location: Bristol, United Kingdom | 201-500 | Exact match | 309 contacts → |
“By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Benchmark Capitalbenchmarkcapital.co.uk HQ: HQ not recorded; location: United KingdomReported employees: 201-500 | HQ not recorded; location: United Kingdom | 201-500 | Exact match | 301 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Saltussaltus.co.uk HQ: HQ not recorded; location: Leigh-On-Sea, United KingdomReported employees: 501-1,000 | HQ not recorded; location: Leigh-On-Sea, United Kingdom | 501-1,000 | Exact match | 280 contacts → |
“Saltus is an independently owned financial planning and investment management company.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wren Sterlingwrensterling.com HQ: HQ not recorded; location: London, United KingdomReported employees: 201-500 | HQ not recorded; location: London, United Kingdom | 201-500 | Exact match | 261 contacts → |
“Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Kingswood Groupkingswood-group.com HQ: HQ not recorded; location: Grimsby, United KingdomReported employees: 201-500 | HQ not recorded; location: Grimsby, United Kingdom | 201-500 | Exact match | 236 contacts → |
“At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Marshberrymarshberry.com HQ: HQ not recorded; location: London, United KingdomReported employees: 201-500 | HQ not recorded; location: London, United Kingdom | 201-500 | Exact match | 219 contacts → |
“MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking and consulting dedicated to helping insurance brokerages, and firms…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The Private Office TPOtheprivateoffice.com HQ: HQ not recorded; location: London, United KingdomReported employees: 201-500 | HQ not recorded; location: London, United Kingdom | 201-500 | Exact match | 186 contacts → |
“The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts to provide wealth management…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | TOWRYtowry.com HQ: HQ not recorded; location: Belfast, United KingdomReported employees: 501-1,000 | HQ not recorded; location: Belfast, United Kingdom | 501-1,000 | Exact match | 170 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Canada Life UK Advisercanadalife.co.uk HQ: HQ not recorded; location: London, United KingdomReported employees: 1,001-5,000 | HQ not recorded; location: London, United Kingdom | 1,001-5,000 | Exact match | 158 contacts → |
“We’re building stronger, more secure financial futures for our retirement, investment and protection customers.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Clearwater Wealth Managementclearwaterwm.co.uk HQ: HQ not recorded; location: London, United KingdomReported employees: 201-500 | HQ not recorded; location: London, United Kingdom | 201-500 | Exact match | 137 contacts → |
“Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Financial consulting firms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
4,075 records in the displayed employee bands.
102 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 consulting firms by metro
Questions about this company list
What does Exact match mean for financial consulting firms?
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 consulting firms did RevenueBase find based in the United Kingdom?
The saved snapshot records 4,177 matching company records, 71,321 tracked contacts and 27,912 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 2, 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 financial consulting firms based in the United Kingdom. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-consulting-firms/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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