Company lists · Data refreshed November 2026

Top 24 Financial planning consultants based in Edinburgh, United Kingdom

Name: Financial planning consultants based in Edinburgh, United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 65 companies tracked

RevenueBase identified 65 company matches for financial planning consultants associated with Edinburgh, United Kingdom as of November 2026 and tracks 7,719 professional contacts across them, including 366 with verified work emails. Across the United Kingdom, London is the largest hub for this category (735 companies); Edinburgh has 65.

This list covers company matches for financial planning consultants associated with Edinburgh, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

65Companies

7,719Contacts tracked

366Verified emails

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The 24 largest financial planning consultants based in Edinburgh, United Kingdom

Ranked by team size

Top 24 of 65 company matches for financial planning consultants based in Edinburgh, United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Adam & Company, Part Of Canaccord Wealth	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	11-50	128 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	ABRDN	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	5,001-10,000	124 contacts →
	Exact match “abrdn is a global investment company that helps clients and customers plan, save and invest for the future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Scotia Wealth Management LTD	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	11-50	87 contacts →
	Exact match “We’re a small team of independent financial advisers based in Edinburgh, with a friendly and welcoming approach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Principal & Prosper	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	11-50	30 contacts →
	Exact match “Principal & Prosper is a firm of experienced Chartered Financial Advisers with offices in Edinburgh and Glasgow.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Tweed Wealth Management	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	11-50	25 contacts →
	Exact match “Forward-thinking financial planners for individuals, families and business owners.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Waverton Wealth	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	11-50	19 contacts →
	Exact match “Waverton Wealth are one of Scotland’s leading wealth management and financial planning firms focused on corporate and private clients across the UK.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Seven Street Wealth	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	11-50	13 contacts →
	Exact match “We believe that our role is not just to provide financial advice but to guide you through life’s financial decisions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Hunter Wealth Management	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	1-10	11 contacts →
	Exact match “We provide clear unbiased advice following a thorough consultation and extensive fund and product research.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	336 Financial Management LTD	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “336 Financial Management Ltd deal with a wide range of clients with differing needs and objectives, however, together we have a common goal which is to help our clients achieve…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Hastings Investment Management	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	1-10	9 contacts →
	Exact match “At Hastings Investment Management we believe anything is possible when you manage your money the right way.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Hamilton	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	1-10	9 contacts →
	Exact match “Straightforward financial planning and investment advice tailored to you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Clarity IFA	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “Established in 2005, we are a team of independent financial advisers, based in East Edinburgh.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Oliver Asset Management	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “Oliver Asset Management provides world class financial planning to individuals and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	GMB Portfolio Services LTD	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “GMB Portfolio Services Ltd are Independent Financial Advisers based at 2 Houstoun Interchange, Livingston, EH54 5DW” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Executive Wealth Services	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Based in Edinburgh but serving clients throughout Scotland and the North of England, EWS Financial Advisers are independent financial advisers (IFAs) offering impartial financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	A1 Financial Solutions LTD	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “A1 Financial Solutions Ltd is a firm of independent financial advisers specialising in providing advice on savings, investments, pensions, mortgages, protection and household…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Ramsay Asset Management	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Ramsay Asset Management is a financial services company based out of 81 East London Street, Edinburgh, United Kingdom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Verity Financial Planners LTD	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Balmoral Asset Management LTD	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	11-50	3 contacts →
	Exact match “Balmoral is renowned for its expert and detailed knowledge of investments, tax planning and pensions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	JM IFA	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Aspire Wealth Management LTD	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Aspire Wealth Management Ltd is a boutique independent financial advisory practice based out of 21 Lansdowne Crescent, Edinburgh, Scotland, United Kingdom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Johnston Financial Limited	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	11-50	3 contacts →
	Exact match “If you are looking for an adviser who will take time to listen to and understand your financial goals and expectations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Whites Financial Management	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “We are a small, long established firm offering financial advice to individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Headsup Wealth	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “WE'LL TURN YOUR COMPLICATED FINANCIAL AFFAIRS INTO A CLEAR, STRATEGIC PLAN.” 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 consultants”. 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 24 of 65 financial planning consultants based in Edinburgh, United Kingdom

See the full list, filter by size, metro and specialty, and access 366 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning consultants based in Edinburgh, United Kingdom at a glance

As of Nov 6, 2026

4.7%Verified-email coverage

118.8Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

501-1,000

5,001-10,000

Email recency for this list is measured across the whole United Kingdom list rather than for Edinburgh, so it is reported there. Company counts and contact totals on this page are exact for Edinburgh, over 65 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 Edinburgh, United Kingdom whose business descriptions match “financial planning consultants” 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 366 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 consultants by metro in the United Kingdom

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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consultants are there based in Edinburgh, United Kingdom?

RevenueBase identified 65 company matches for financial planning consultants associated with Edinburgh, 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?

Adam & Company, Part Of Canaccord Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United Kingdom has the most financial planning consultants?

London leads the United Kingdom with 735 company records, followed by Glasgow (88) and Manchester (81). Edinburgh has 65.

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 366 professional contacts with verified work emails tracked across these 65 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.

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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.