Company lists · Data refreshed September 2026
Top 25 Financial consulting firms based in the United Kingdom
RevenueBase identified 4,177 financial consulting firms headquartered in 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 financial consulting firms headquartered in the United Kingdom, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 2, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest financial consulting firms based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 20,903 contacts → | ||||
Partial evidence “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 4,121 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 2,135 contacts → | ||||
Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 1,937 contacts → | ||||
Indirect evidence “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 729 contacts → | ||||
Indirect evidence “We are now Lloyds Wealth.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 681 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 593 contacts → | ||||
Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | 592 contacts → | ||||
Indirect evidence “Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 488 contacts → | ||||
Indirect evidence “Ready to make baffling jargon and unclear advice a thing of the past?” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | 410 contacts → | ||||
Partial evidence “Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 403 contacts → | ||||
Partial evidence “Expert investment management and financial planning.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | 364 contacts → | ||||
Partial evidence “Perspective Financial Group Ltd is the parent company of over 60 client-centric financial planning offices.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | 354 contacts → | ||||
Partial evidence “Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 345 contacts → | ||||
Indirect evidence “2plan wealth management is the UK's largest independent advisory firm.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | 312 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | 309 contacts → | ||||
Partial evidence “By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | 301 contacts → | ||||
Partial evidence “We set the benchmark for financial planning advice, technology and solutions.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 280 contacts → | ||||
Partial evidence “Saltus is an independently owned financial planning and investment management company.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | 261 contacts → | ||||
Partial evidence “Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | 236 contacts → | ||||
Partial evidence “At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 219 contacts → | ||||
Partial evidence “MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking and consulting dedicated to helping insurance brokerages, and firms…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | 186 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 170 contacts → | ||||
Partial evidence “When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | 158 contacts → | ||||
Partial evidence “We’re building stronger, more secure financial futures for our retirement, investment and protection customers.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | 137 contacts → | ||||
Partial evidence “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names financial consulting firms.
- Partial evidence
- Its own public description names part of financial consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 4,177 financial consulting firms based in the United Kingdom
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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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United Kingdom whose own description of what they do matches “financial consulting firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among financial consulting firms, and records with no verified work email. Companies headquartered outside United Kingdom are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 27,912 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 2, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Financial consulting firms by metro
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many financial consulting firms are there based in the United Kingdom?
RevenueBase identified 4,177 financial consulting firms headquartered in the United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Barclays Investment Bank, headquartered in London, tops this list with the largest team on record.
Which city has the most financial consulting firms?
London leads with 1038 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 27,912 verified decision-maker contacts tracked across these 4,177 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 2, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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