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.
The 13 largest financial planning companies based in Norwich, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 109 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 76 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 33 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 31 contacts → | ||||
Partial evidence “Award-winning Chartered Financial Planners, founded in 2001.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 18 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 11 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 10 contacts → | ||||
Partial evidence “We are a small firm of Independent Financial Advisers based in Norwich, Norfolk.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Partial evidence “We are financial planners specialising in ethical finance – and we’re passionate about it!” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Partial evidence “GreenSky Wealth provides independent financial advice for individuals and businesses.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 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 planning companies. 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 planning companies.
- Partial evidence
- Its own public description names part of financial planning companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial planning companies. 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 13 of 30 financial planning companies based in Norwich, United Kingdom
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Financial planning companies based in Norwich, United Kingdom at a glance
As of Sep 19, 2026Companies by employee count
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.
Financial planning companies by metro in the United Kingdom
- Financial planning companies in London609
- Financial planning companies in Glasgow67
- Financial planning companies in Manchester65
- Financial planning companies in Bristol59
- Financial planning companies in Leeds58
- Financial planning companies in Edinburgh53
- Financial planning companies in Birmingham43
- Financial planning companies in Belfast35
- Financial planning companies in Norwich30
- Financial planning companies in Nottingham30
- Financial planning companies in Cardiff29
- Financial planning companies in Newcastle Upon Tyne27
- Financial planning companies in Liverpool26
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.
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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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