Company lists · Data refreshed September 2026

Top 13 Financial planning companies based in Norwich, United Kingdom

RevenueBase identified 30 financial planning companies headquartered in Norwich, United Kingdom as of September 2026 and tracks 417 professional contacts across them, including 219 with verified work emails. London is the largest hub.

This list covers financial planning companies headquartered in Norwich, 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 19, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
30Companies
417Contacts tracked
219Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 13 largest financial planning companies based in Norwich, United Kingdom

Ranked by team size
Top 13 of 30 financial planning companies based in Norwich, United Kingdom, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceNorwich, United KingdomHQ checked Sep 19, 202651-200109 contacts →

Partial evidence

“At Insight Financial Associates, everything we do is built around a simple belief: you should feel confident, informed and in control of your financial future.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceNorwich, United KingdomHQ checked Sep 19, 202651-20076 contacts →

Partial evidence

“One of Norfolk's leading firms of Chartered Financial Planners providing expert financial strategies for individuals and businesses including pensions and investments.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceNorwich, United KingdomHQ checked Sep 19, 202611-5033 contacts →

Indirect evidence

“We strive to create a successful investment experience for you to meet your income needs by implementing and monitoring your investment ‘asset allocation’ aligned to your specific…”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceNorwich, United KingdomHQ checked Sep 19, 202611-5031 contacts →

Partial evidence

“Award-winning Chartered Financial Planners, founded in 2001.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceNorwich, United KingdomHQ checked Sep 19, 20261-1018 contacts →

Partial evidence

“A refreshingly different approach to financial advice – a real interest in what drives you and your business.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceNorwich, United KingdomHQ checked Sep 19, 202611-5014 contacts →

Partial evidence

“The team at Broadland Consultants Ltd, have been providing consistent and comprehensive financial advice for over 25 years to their personal and corporate clients across East…”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceNorwich, United KingdomHQ checked Sep 19, 20261-1011 contacts →

Partial evidence

“We are independent financial advisers who combine the latest technology with traditional values to deliver a first class service to our clients, many of whom have been with us for…”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceNorwich, United KingdomHQ checked Sep 19, 20261-1010 contacts →

Partial evidence

“We are a small firm of Independent Financial Advisers based in Norwich, Norfolk.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceNorwich, United KingdomHQ checked Sep 19, 202611-509 contacts →

Partial evidence

“We are financial planners specialising in ethical finance – and we’re passionate about it!”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceNorwich, United KingdomHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Our ethos is to provide our clients with a high level of service, both initially and on an ongoing basis.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceNorwich, United KingdomHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“GreenSky Wealth provides independent financial advice for individuals and businesses.”

Source: RevenueBase Database · checked Sep 19, 2026
12Strong evidenceNorwich, United KingdomHQ checked Sep 19, 202611-501 contacts →

Strong evidence

“At Brancaster House we do things differently: we put you and your needs at the very heart of our Accountancy & Financial Planning service.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceNorwich, United KingdomHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026

Showing 13 of 30 financial planning companies based in Norwich, United Kingdom

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 219 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial planning companies based in Norwich, United Kingdom at a glance

As of Sep 19, 2026
52.5%Verified-email coverage
13.9Average contacts per company
1-10Median size (employees)
2030.0%Largest-city concentration · London
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
9
51-200
3

Email recency for this list is measured across the whole United Kingdom list rather than for Norwich, so it is reported there. Company counts and contact totals on this page are exact for Norwich, over 30 companies.

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 planning companies, 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 Norwich, United Kingdom whose own description of what they do matches “financial planning companies”. 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 planning companies), 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 planning companies, and records with no verified work email. Companies headquartered outside Norwich 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, 219 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 19, 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.

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 planning companies, 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 planning companies are there based in Norwich, United Kingdom?

RevenueBase identified 30 financial planning companies headquartered in Norwich, 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?

Insight Financial Associates, headquartered in Norwich, tops this list with the largest team on record.

Which city has the most financial planning companies?

London leads with 609 headquartered companies, followed by Glasgow (67) and Manchester (65).

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 219 verified decision-maker contacts tracked across these 30 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 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 30 financial planning companies based in Norwich, United Kingdom. Start with a free account, no credit card.

Download this list →

Related 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 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.