Company lists · Data refreshed November 2026
Top 25 Financial planning and analysis services based in the United Kingdom
RevenueBase identified 240 company matches for financial planning and analysis services associated with the United Kingdom as of November 2026 and tracks 1,025 professional contacts across them, including 347 with verified work emails. London is the largest hub.
This list covers company matches for financial planning and analysis services 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 November 6, 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 planning and analysis services based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 165 contacts → | ||||
Exact match “For your business to succeed.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 164 contacts → | ||||
Exact match “Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 87 contacts → | ||||
Exact match “Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 22 contacts → | ||||
Exact match “One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 12 contacts → | ||||
Exact match “Infina gives founders the financial clarity and strategic direction to scale with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 12 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “At Henderson Loggie Financial Planning, we help individuals and businesses plan ahead.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “We offer holistic financial planning, working with our clients to help them achieve the best financial outcomes to meet their needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “Financial planning is at the heart of everything we do.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “Sandmartin Financial Advisers is a company based out of Middlesbrough, United Kingdom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “Powdr builds and maintains financial models for businesses that are serious about growth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “At Abbeygate Wealth Management, we offer comprehensive, personalised financial planning to help individuals, families, and businesses manage, grow, and protect their wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “HJS Financial Planning offer a comprehensive financial planning service helping you to take charge of your financial security now and for the future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “Masterplan Financial Ltd is a financial services company based out of 31 Coleshill Street, Sutton Coldfield, West Midlands.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “Parallax Consultancy offers a wide range of financial services for a wide base of clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “BEAM ACCOUNTANCY LTD is an accounting company based out of Basepoint Business Center, Camberley, Surrey.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “With an extensive experience in financial planning, Asset Wealth Management offers a professional service to both individuals and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “We understand starting and growing business is not easy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “Future Asset Management LLP specialises in offering high quality personal and corporate financial planning to individuals and business people, and we are confident in our…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “At Practical CFO we offer outsourced, flexible CFO services, part-time Finance Directors & business planning advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “What can we help you with today?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Our aim is to help individuals and businesses to achieve their financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “FinOps Squad is an award winning leading consulting firm dedicated to providing fractional CFO services to start-ups and high-growth companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “We provide diagnosis and analysis for every new client to ensure we are providing maximum value, whilst giving you the opportunity to meet us and see for yourselves the value we…” Recorded in the RevenueBase company graph · Nov 6, 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 planning and analysis services”. 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 240 financial planning and analysis services based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 347 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning and analysis services based in the United Kingdom at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 240 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United Kingdom whose business descriptions match “financial planning and analysis services” 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 347 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 November 6, 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 planning and analysis services 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 planning and analysis services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning and analysis services are there based in the United Kingdom?
RevenueBase identified 240 company matches for financial planning and analysis services associated with the United Kingdom as of November 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?
Finance & Accounting For Business tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning and analysis services?
London leads with 70 company records, followed by Manchester (8) and Glasgow (5).
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 347 professional contacts with verified work emails tracked across these 240 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 240 financial planning and analysis services based in the 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.
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Company intelligence · public preview
Top 25 financial planning and analysis services 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 240 matching company records for financial planning and analysis services based in the United Kingdom, with 1,025 tracked contacts and 347 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: November 6, 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 planning and analysis services 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 |  Finance & Accounting For Businessfabaccounts.comHQ: Rushden, United KingdomReported employees: Not recorded | Rushden, United Kingdom | Not recorded | Exact match | 165 contacts → |
“For your business to succeed.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Clearwater Wealth Managementclearwaterwm.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 164 contacts → |
“Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Quilter Cheviotquiltercheviot.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 87 contacts → |
“Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  ONE Financial Planning LTDonefinancialplanning.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 22 contacts → |
“One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Infinainfina.financialHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Infina gives founders the financial clarity and strategic direction to scale with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 12 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 |  Henderson Loggie Financial Planninghlfp.co.ukHQ: Dundee, United KingdomReported employees: 11-50 | Dundee, United Kingdom | 11-50 | Exact match | 11 contacts → |
“At Henderson Loggie Financial Planning, we help individuals and businesses plan ahead.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Tarran & CO Financial Planning LTDtarranandco.co.ukHQ: Darlington, United KingdomReported employees: 1-10 | Darlington, United Kingdom | 1-10 | Exact match | 8 contacts → |
“We offer holistic financial planning, working with our clients to help them achieve the best financial outcomes to meet their needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Eames Laurie Financial Serviceseameslaurie.comHQ: Swindon, United KingdomReported employees: 1-10 | Swindon, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Financial planning is at the heart of everything we do.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Sandmartin Financial Adviserssandmartinfinancial.co.uk HQ: Middlesbrough, United KingdomReported employees: 1-10 | Middlesbrough, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Sandmartin Financial Advisers is a company based out of Middlesbrough, United Kingdom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | City Financial Planning LTDcityfinancialplanning.co.uk HQ: Bath, United KingdomReported employees: 11-50 | Bath, United Kingdom | 11-50 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 |  POWDRpowdr.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 6 contacts → |
“Powdr builds and maintains financial models for businesses that are serious about growth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Abbeygate Wealth Management Limitedabbeygatewm.co.ukHQ: Bury St. Edmunds, United KingdomReported employees: 11-50 | Bury St. Edmunds, United Kingdom | 11-50 | Exact match | 6 contacts → |
“At Abbeygate Wealth Management, we offer comprehensive, personalised financial planning to help individuals, families, and businesses manage, grow, and protect their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  HJS Financial Planning Limitedhjsfinancialplanning.co.ukHQ: Southampton, United KingdomReported employees: 11-50 | Southampton, United Kingdom | 11-50 | Exact match | 5 contacts → |
“HJS Financial Planning offer a comprehensive financial planning service helping you to take charge of your financial security now and for the future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Masterplan Financial LTDmasterplan-fs.comHQ: Sutton Coldfield, United KingdomReported employees: 1-10 | Sutton Coldfield, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Masterplan Financial Ltd is a financial services company based out of 31 Coleshill Street, Sutton Coldfield, West Midlands.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Parallax Consultancy LTDparallax-consultancy.co.ukHQ: Stockport, United KingdomReported employees: 1-10 | Stockport, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Parallax Consultancy offers a wide range of financial services for a wide base of clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Beam Accountancy LTDbeamaccountancy.co.ukHQ: Camberley, United KingdomReported employees: 1-10 | Camberley, United Kingdom | 1-10 | Exact match | 5 contacts → |
“BEAM ACCOUNTANCY LTD is an accounting company based out of Basepoint Business Center, Camberley, Surrey.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Asset Wealth Management LLPawmifa.co.uk HQ: Letchworth Garden City, United KingdomReported employees: 11-50 | Letchworth Garden City, United Kingdom | 11-50 | Exact match | 5 contacts → |
“With an extensive experience in financial planning, Asset Wealth Management offers a professional service to both individuals and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cfologiccfologic.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 4 contacts → |
“We understand starting and growing business is not easy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Future Asset Management LLPfamllp.comHQ: Bridgend, United KingdomReported employees: 1-10 | Bridgend, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Future Asset Management LLP specialises in offering high quality personal and corporate financial planning to individuals and business people, and we are confident in our…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Practical CFOpcfo.co.ukHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 4 contacts → |
“At Practical CFO we offer outsourced, flexible CFO services, part-time Finance Directors & business planning advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Kelvin Financial Planning Limitedkelvinfp.com HQ: Glasgow, United KingdomReported employees: 11-50 | Glasgow, United Kingdom | 11-50 | Exact match | 4 contacts → |
“What can we help you with today?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Simply Advicesimplyadvice.co.ukHQ: Stoke-sub-hamdon, United KingdomReported employees: 1-10 | Stoke-sub-hamdon, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Our aim is to help individuals and businesses to achieve their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Finops Squadfinops-squad.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 4 contacts → |
“FinOps Squad is an award winning leading consulting firm dedicated to providing fractional CFO services to start-ups and high-growth companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Premier Financial Planningpremfp.comHQ: Corsham, United KingdomReported employees: 1-10 | Corsham, United Kingdom | 1-10 | Exact match | 4 contacts → |
“We provide diagnosis and analysis for every new client to ensure we are providing maximum value, whilst giving you the opportunity to meet us and see for yourselves the value we…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 240 company matches
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Financial planning and analysis services: dataset insights
November 6, 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
237 records in the displayed employee bands.
3 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 worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 240 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: November 6, 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 planning and analysis services by metro
Questions about this company list
What does Exact match mean for financial planning and analysis services?
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 planning and analysis services did RevenueBase find based in the United Kingdom?
The saved snapshot records 240 matching company records, 1,025 tracked contacts and 347 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: November 6, 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 planning and analysis services by geography
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- Financial planning and analysis services based in London, United Kingdom
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Cite this list
RevenueBase Data Team. Top 25 financial planning and analysis services based in the United Kingdom. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-planning-and-analysis-services/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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Company intelligence · public preview
Top 25 financial planning and analysis services based in the United Kingdom
RevenueBase records 240 matching company records for financial planning and analysis services based in the United Kingdom, with 1,025 tracked contacts and 347 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: November 6, 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 planning and analysis services 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 | Finance & Accounting For Businessfabaccounts.com HQ: Rushden, United KingdomReported employees: Not recorded | Rushden, United Kingdom | Not recorded | Exact match | 165 contacts → |
“For your business to succeed.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Clearwater Wealth Managementclearwaterwm.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 164 contacts → |
“Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Quilter Cheviotquiltercheviot.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 87 contacts → |
“Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ONE Financial Planning LTDonefinancialplanning.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 22 contacts → |
“One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Infinainfina.financial HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Infina gives founders the financial clarity and strategic direction to scale with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 12 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 | Henderson Loggie Financial Planninghlfp.co.uk HQ: Dundee, United KingdomReported employees: 11-50 | Dundee, United Kingdom | 11-50 | Exact match | 11 contacts → |
“At Henderson Loggie Financial Planning, we help individuals and businesses plan ahead.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Tarran & CO Financial Planning LTDtarranandco.co.uk HQ: Darlington, United KingdomReported employees: 1-10 | Darlington, United Kingdom | 1-10 | Exact match | 8 contacts → |
“We offer holistic financial planning, working with our clients to help them achieve the best financial outcomes to meet their needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Eames Laurie Financial Serviceseameslaurie.com HQ: Swindon, United KingdomReported employees: 1-10 | Swindon, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Financial planning is at the heart of everything we do.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Sandmartin Financial Adviserssandmartinfinancial.co.uk HQ: Middlesbrough, United KingdomReported employees: 1-10 | Middlesbrough, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Sandmartin Financial Advisers is a company based out of Middlesbrough, United Kingdom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | City Financial Planning LTDcityfinancialplanning.co.uk HQ: Bath, United KingdomReported employees: 11-50 | Bath, United Kingdom | 11-50 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | POWDRpowdr.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 6 contacts → |
“Powdr builds and maintains financial models for businesses that are serious about growth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Abbeygate Wealth Management Limitedabbeygatewm.co.uk HQ: Bury St. Edmunds, United KingdomReported employees: 11-50 | Bury St. Edmunds, United Kingdom | 11-50 | Exact match | 6 contacts → |
“At Abbeygate Wealth Management, we offer comprehensive, personalised financial planning to help individuals, families, and businesses manage, grow, and protect their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HJS Financial Planning Limitedhjsfinancialplanning.co.uk HQ: Southampton, United KingdomReported employees: 11-50 | Southampton, United Kingdom | 11-50 | Exact match | 5 contacts → |
“HJS Financial Planning offer a comprehensive financial planning service helping you to take charge of your financial security now and for the future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Masterplan Financial LTDmasterplan-fs.com HQ: Sutton Coldfield, United KingdomReported employees: 1-10 | Sutton Coldfield, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Masterplan Financial Ltd is a financial services company based out of 31 Coleshill Street, Sutton Coldfield, West Midlands.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Parallax Consultancy LTDparallax-consultancy.co.uk HQ: Stockport, United KingdomReported employees: 1-10 | Stockport, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Parallax Consultancy offers a wide range of financial services for a wide base of clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Beam Accountancy LTDbeamaccountancy.co.uk HQ: Camberley, United KingdomReported employees: 1-10 | Camberley, United Kingdom | 1-10 | Exact match | 5 contacts → |
“BEAM ACCOUNTANCY LTD is an accounting company based out of Basepoint Business Center, Camberley, Surrey.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Asset Wealth Management LLPawmifa.co.uk HQ: Letchworth Garden City, United KingdomReported employees: 11-50 | Letchworth Garden City, United Kingdom | 11-50 | Exact match | 5 contacts → |
“With an extensive experience in financial planning, Asset Wealth Management offers a professional service to both individuals and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cfologiccfologic.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 4 contacts → |
“We understand starting and growing business is not easy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Future Asset Management LLPfamllp.com HQ: Bridgend, United KingdomReported employees: 1-10 | Bridgend, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Future Asset Management LLP specialises in offering high quality personal and corporate financial planning to individuals and business people, and we are confident in our…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Practical CFOpcfo.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 4 contacts → |
“At Practical CFO we offer outsourced, flexible CFO services, part-time Finance Directors & business planning advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Kelvin Financial Planning Limitedkelvinfp.com HQ: Glasgow, United KingdomReported employees: 11-50 | Glasgow, United Kingdom | 11-50 | Exact match | 4 contacts → |
“What can we help you with today?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Simply Advicesimplyadvice.co.uk HQ: Stoke-sub-hamdon, United KingdomReported employees: 1-10 | Stoke-sub-hamdon, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Our aim is to help individuals and businesses to achieve their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Finops Squadfinops-squad.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 4 contacts → |
“FinOps Squad is an award winning leading consulting firm dedicated to providing fractional CFO services to start-ups and high-growth companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Premier Financial Planningpremfp.com HQ: Corsham, United KingdomReported employees: 1-10 | Corsham, United Kingdom | 1-10 | Exact match | 4 contacts → |
“We provide diagnosis and analysis for every new client to ensure we are providing maximum value, whilst giving you the opportunity to meet us and see for yourselves the value we…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Financial planning and analysis services: dataset insights
November 6, 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
237 records in the displayed employee bands.
3 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 worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 240 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: November 6, 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 planning and analysis services by metro
Questions about this company list
What does Exact match mean for financial planning and analysis services?
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 planning and analysis services did RevenueBase find based in the United Kingdom?
The saved snapshot records 240 matching company records, 1,025 tracked contacts and 347 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: November 6, 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 planning and analysis services based in the United Kingdom. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-planning-and-analysis-services/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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