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Company lists · Data refreshed September 2026

Top 25 Financial consulting firms based in the United Kingdom

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 4,177 companies tracked

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, how directly it supports the match, 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 SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review
4,177Companies
71,321Contacts tracked
27,912Verified emails
8,680Mobile numbers
Unlock all 4,177 companies Free signup · no credit card · 500 free credits

The 25 largest financial consulting firms based in the United Kingdom

Ranked by team size
Top 25 of 4,177 financial consulting firms based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names financial consulting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Barclays Investment BankPartial evidence
London, United Kingdom10001+20,903

“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: company website · checked Sep 2, 2026
2
St. James S PlaceIndirect evidence
Cambridge, United Kingdom1,001-5,0004,121

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

Source: company website · checked Sep 2, 2026
3
Evelyn PartnersIndirect evidence
Leeds Leeds, United Kingdom1,001-5,0002,135

“Meet the people behind your future.”

Source: company website · checked Sep 2, 2026
4
RBC Brewin DolphinIndirect evidence
Marlborough, United Kingdom1,001-5,0001,937

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

Source: company website · checked Sep 2, 2026
5
Schroders Personal WealthIndirect evidence
London, United Kingdom501-1,000729

“We are now Lloyds Wealth.”

Source: company website · checked Sep 2, 2026
6
Succession WealthIndirect evidence
Birmingham, United Kingdom501-1,000681

“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: company website · checked Sep 2, 2026
7
Chase DE VereIndirect evidence
Manchester, United Kingdom201-500593

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

Source: company website · checked Sep 2, 2026
8
Fairstone Group LTDIndirect evidence
Sunderland, United Kingdom1,001-5,000592

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

Source: company website · checked Sep 2, 2026
9
Ascot LloydIndirect evidence
Bolton, United Kingdom501-1,000488

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

Source: company website · checked Sep 2, 2026
10
ProgenyPartial evidence
Leeds, United Kingdom201-500410

“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: company website · checked Sep 2, 2026
11
Close Brothers Asset ManagementPartial evidence
St Peter Port, United Kingdom501-1,000403

“Expert investment management and financial planning.”

Source: company website · checked Sep 2, 2026
12
Perspective Financial Group LTDPartial evidence
Chorley, United Kingdom501-1,000364

“Perspective Financial Group Ltd is the parent company of over 60 client-centric financial planning offices.”

Source: company website · checked Sep 2, 2026
13
Quilter Financial PlanningPartial evidence
Newcastle Upon Tyne, United Kingdom501-1,000354

“Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice.”

Source: company website · checked Sep 2, 2026
14
2plan Wealth Management LTDIndirect evidence
Leeds, United Kingdom201-500345

“2plan wealth management is the UK's largest independent advisory firm.”

Source: company website · checked Sep 2, 2026
15
Killik & COIndirect evidence
London, United Kingdom201-500312

“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: company website · checked Sep 2, 2026
16
JM FinnPartial evidence
Bristol, United Kingdom201-500309

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

Source: company website · checked Sep 2, 2026
17
Benchmark CapitalPartial evidence
United Kingdom201-500301

“We set the benchmark for financial planning advice, technology and solutions.”

Source: company website · checked Sep 2, 2026
18
SaltusPartial evidence
Leigh-On-Sea, United Kingdom501-1,000280

“Saltus is an independently owned financial planning and investment management company.”

Source: company website · checked Sep 2, 2026
19
Wren SterlingPartial evidence
London, United Kingdom201-500261

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

Source: company website · checked Sep 2, 2026
20
Kingswood GroupPartial evidence
Grimsby, United Kingdom201-500236

“At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.”

Source: company website · checked Sep 2, 2026
21
MarshberryPartial evidence
London, United Kingdom201-500219

“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: company website · checked Sep 2, 2026
22
The Private Office TPOPartial evidence
London, United Kingdom201-500186

“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: company website · checked Sep 2, 2026
23
TOWRYPartial evidence
Belfast, United Kingdom501-1,000170

“When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.”

Source: company website · checked Sep 2, 2026
24
Canada Life UK AdviserPartial evidence
London, United Kingdom1,001-5,000158

“We’re building stronger, more secure financial futures for our retirement, investment and protection customers.”

Source: company website · checked Sep 2, 2026
25
Clearwater Wealth ManagementPartial evidence
London, United Kingdom201-500137

“Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.”

Source: company website · checked Sep 2, 2026

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, 2026
1-10Median size (employees)
LondonLargest hub · 1038 HQs
8,680Contacts with mobile numbers
Sep 2, 2026Data refreshed

Companies by employee count

1-10
2,868
11-50
981
51-200
150
201-500
46
501-1,000
17
1,001-5,000
9
10001+
4

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 evidence 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 SmartSearch, 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.
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 an evidence 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

  • Financial consulting firms in London1038
  • Financial consulting firms in Manchester70
  • Financial consulting firms in Bristol62
  • Financial consulting firms in Glasgow61
  • Financial consulting firms in Leeds54
  • Financial consulting firms in Edinburgh50
  • Financial consulting firms in Birmingham45

Frequently asked

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.

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.

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Related lists

Browse: Companies home · All United Kingdom lists · All Financial consulting firms lists · New lists

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.

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