Company lists · Data refreshed September 2026

Top 25 Financial planning staffing companies based in the United Kingdom

Name: Financial planning staffing companies based in the United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 828 companies tracked

RevenueBase identified 828 financial planning staffing companies headquartered in the United Kingdom as of September 2026 and tracks 7,517 professional contacts across them, including 2,795 with verified work emails. London is the largest hub.

This list covers financial planning staffing companies 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 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 28, 2026 86% judged on-target in blind review

828Companies

7,517Contacts tracked

2,795Verified emails

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The 25 largest financial planning staffing companies based in the United Kingdom

Ranked by team size

Top 25 of 828 financial planning staffing companies based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning staffing 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Selby Jennings	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	1,001-5,000	897 contacts →
	Indirect evidence “From Investment Banking, Risk Management, Quantitative Trading, and Insurance, to Investment Management, Sales & Trading, Technology, and Wealth Management, Selby Jennings…” Source: RevenueBase Database · checked Sep 28, 2026
2	Chase DE Vere	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	589 contacts →
	Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 28, 2026
3	Reeves	Indirect evidence	Newcastle Upon Tyne, United KingdomHQ checked Sep 28, 2026	51-200	176 contacts →
	Indirect evidence “Reeves helps successful individuals enjoy their future.” Source: RevenueBase Database · checked Sep 28, 2026
4	Octopus Money	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	161 contacts →
	Strong evidence “Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.” Source: RevenueBase Database · checked Sep 28, 2026
5	Clearwater Wealth Management	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	135 contacts →
	Partial evidence “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Source: RevenueBase Database · checked Sep 28, 2026
6	HFG Insurance Recruitment	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	128 contacts →
	Indirect evidence “HFG is a leading international recruitment consulting firm that provides specialist professionals to leading General Insurance, Life, Reinsurance, Pensions and Management…” Source: RevenueBase Database · checked Sep 28, 2026
7	LMA Recruitment	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	118 contacts →
	Indirect evidence “We’re LMA, part of Empresaria Group plc, a professional recruitment agency that’s powered by curiosity.” Source: RevenueBase Database · checked Sep 28, 2026
8	Essential Recruitment & Professional	Indirect evidence	Chesterfield, United KingdomHQ checked Sep 28, 2026	51-200	94 contacts →
	Indirect evidence “If you wanted no-frills, black and white recruitment you're in the wrong place.” Source: RevenueBase Database · checked Sep 28, 2026
9	Quilter Cheviot	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	93 contacts →
	Strong evidence “Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Source: RevenueBase Database · checked Sep 28, 2026
10	The Recruitment Crowd TRC Group	Indirect evidence	Leeds, United KingdomHQ checked Sep 28, 2026	51-200	92 contacts →
	Indirect evidence “About The Recruitment Crowd Our company is based on the belief that our customers' needs are of the utmost importance.” Source: RevenueBase Database · checked Sep 28, 2026
11	BRUIN	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	91 contacts →
	Partial evidence “Bruin is part of The FISER Group The FISER Group is the UK’s leading human capital specialist in financial and professional services and consists of Bruin, Ludgate Search and IBAM…” Source: RevenueBase Database · checked Sep 28, 2026
12	Cullen Wealth	Strong evidence	Stockport, United KingdomHQ checked Sep 28, 2026	51-200	84 contacts →
	Strong evidence “Established in 1998, Cullen Wealth has grown to employ over 75 staff including 28 independent financial planning consultants.” Source: RevenueBase Database · checked Sep 28, 2026
13	Amber River True Bearing	Partial evidence	Chorley, United KingdomHQ checked Sep 28, 2026	51-200	84 contacts →
	Partial evidence “Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Source: RevenueBase Database · checked Sep 28, 2026
14	Greystone Financial Services	Partial evidence	Scott Drive, United KingdomHQ checked Sep 28, 2026	51-200	75 contacts →
	Partial evidence “Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Source: RevenueBase Database · checked Sep 28, 2026
15	Pareto Financial Planning	Strong evidence	Manchester, United KingdomHQ checked Sep 28, 2026	51-200	66 contacts →
	Strong evidence “Pareto Financial Planning is an award-winning independent financial planning firm, recognised in the FTAdviser Top 100 Advisers in the UK, Citywire NMA Top 100, and named a Best…” Source: RevenueBase Database · checked Sep 28, 2026
16	CMC Consulting LTD	Partial evidence	Hertfordshire, United KingdomHQ checked Sep 28, 2026	51-200	56 contacts →
	Partial evidence “Specialists in Financial Recruitment.” Source: RevenueBase Database · checked Sep 28, 2026
17	AAA Global	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	55 contacts →
	Indirect evidence “At Global, we specialise in finding exceptional talent in all areas of the quantitative and discretionary finance sectors.” Source: RevenueBase Database · checked Sep 28, 2026
18	Redhat Recruitment	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	48 contacts →
	Partial evidence “RedHat are financial recruiters for the Media Sector.” Source: RevenueBase Database · checked Sep 28, 2026
19	Skillfinder International	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	46 contacts →
	Partial evidence “Founded in 2003, Skillfinder International has built a strong reputation as a trusted recruitment partner for the financial services and technology industries.” Source: RevenueBase Database · checked Sep 28, 2026
20	Cameron Kennedy	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	45 contacts →
	Indirect evidence “Since 1997 Cameron Kennedy has established itself as an independent market-leading, recruitment agency by simply over-delivering on quality and value, with integrity.” Source: RevenueBase Database · checked Sep 28, 2026
21	Fairstone Financial Management	Partial evidence	Nottingham, United KingdomHQ checked Sep 28, 2026	11-50	42 contacts →
	Partial evidence “Our aim is to be your first thought whenever you have financial services decisions to make.” Source: RevenueBase Database · checked Sep 28, 2026
22	Carisbrook Partners	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	36 contacts →
	Partial evidence “Carisbrook Partners is a financial services search and advisory firm focused on the acquisition of talent for Investment Banking, Hedge Fund, Asset Management, Global Custody and…” Source: RevenueBase Database · checked Sep 28, 2026
23	Totum Partners	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	36 contacts →
	Indirect evidence “Totum is unparalleled at matching the best business services talent with professional services firms across the UK, USA and globally.” Source: RevenueBase Database · checked Sep 28, 2026
24	Pavilion Recruitment Solutions	Partial evidence	Brighton, United KingdomHQ checked Sep 28, 2026	11-50	32 contacts →
	Partial evidence “Pavilion Recruitment Solutions are an expert Insurance and Financial Services recruitment company that provide a professional and proactive approach for both clients and…” Source: RevenueBase Database · checked Sep 28, 2026
25	KBA FS LTD	Strong evidence	Manchetser, United KingdomHQ checked Sep 28, 2026	11-50	32 contacts →
	Strong evidence “At KBA The Financial Planning Company our ethos is we want to “Help People Have Better Lives”.” Source: RevenueBase Database · checked Sep 28, 2026

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 staffing 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 staffing companies.
Partial evidence: Its own public description names part of financial planning staffing 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 staffing 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 25 of 828 financial planning staffing companies based in the United Kingdom

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Financial planning staffing companies based in the United Kingdom at a glance

As of Sep 28, 2026

37.2%Verified-email coverage

9.1Average contacts per company

1-10Median size (employees)

37.1%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

599

11-50

192

51-200

201-500

1,001-5,000

10001+

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 828 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 staffing 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 the United Kingdom whose own description of what they do matches “financial planning staffing 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 staffing 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 staffing companies, 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 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, 2,795 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 28, 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 staffing companies by metro

Financial planning staffing companies in London307

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 staffing 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 staffing companies are there based in the United Kingdom?

RevenueBase identified 828 financial planning staffing companies 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?

Selby Jennings, headquartered in London, tops this list with the largest team on record.

Which city has the most financial planning staffing companies?

London leads with 307 headquartered companies, followed by Bristol (18) and Birmingham (16).

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 2,795 verified decision-maker contacts tracked across these 828 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 28, 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.