Company lists · Data refreshed November 2026
Top 25 Fractional cfp services agencies based in the United Kingdom
RevenueBase identified 368 company matches for fractional cfp services agencies associated with the United Kingdom as of November 2026 and tracks 2,520 professional contacts across them, including 1,177 with verified work emails. London is the largest hub.
This list covers company matches for fractional cfp services agencies 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 fractional cfp services agencies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 180 contacts → | ||||
Exact match “Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.” 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 | 122 contacts → | ||||
Exact match “You work hard for your money - and it should work hard for you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 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 | |||||
| 5 | 84 contacts → | ||||
Exact match “Established in 1998, Cullen Wealth has grown to employ over 75 staff including 28 independent financial planning consultants.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 70 contacts → | ||||
Exact match “We provide holistic financial planning to both individuals and companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 69 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 52 contacts → | ||||
Exact match “At Francis Clark Financial Planning, we help you map out your goal, then find the best way to get there.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 30 contacts → | ||||
Exact match “Humboldt Financial is a financial planning firm located in London, United Kingdom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 28 contacts → | ||||
Exact match “Welcome to Milsted Langdon Financial Services Limited, independent financial advisers in Bath, Taunton, Bristol and Yeovil.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 24 contacts → | ||||
Exact match “MCHB Wealth Management are Chartered Financial Planners.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 23 contacts → | ||||
Exact match “Too much financial service is offered on somebody else’s terms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 23 contacts → | ||||
Exact match “Specialist, fixed fee financial planning tailored to high net worth individuals and families, Niche Private Clients offers experience and expertise to assist you in making long…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 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 | |||||
| 15 | 22 contacts → | ||||
Exact match “Harvest Associates is a company of Independent Financial Advisers offering bespoke financial advice to individuals and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 21 contacts → | ||||
Exact match “Our Financial Planning helps you get the most from your wealth and your life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 20 contacts → | ||||
Exact match “Friendly Financial Planning for your Exciting Future We help great people in the Midlands find their purpose, organise their finances and design the life that they want and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 18 contacts → | ||||
Exact match “Burlington Associates is a firm of Independent Financial Planners located in the City of London.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 17 contacts → | ||||
Exact match “Anstee & Co financial designers aims to build a trusting relationship designed to offer an exceptional personal service to help plan for a secure financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 17 contacts → | ||||
Exact match “Octagon Consultancy is a firm of Chartered Financial Planners, based in Clifton, Bristol.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 16 contacts → | ||||
Exact match “Clarion Wealth Planning are Chartered Financial Planners, specialising in true lifelong financial planning and investment management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 16 contacts → | ||||
Exact match “Understanding personal objectives and goals is fundamental to our role as Chartered Financial Planners.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 16 contacts → | ||||
Exact match “At Sedulo Wealth we believe financial services can be done better, can improve the lives of our clients, and can truly add value.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 15 contacts → | ||||
Exact match “Just Financial Planning is all about providing great independent financial advice, to help people make the most of their money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 14 contacts → | ||||
Exact match “Montgomery Charles, established in 1996, provides high-calibre, independent financial advice and comprehensive financial planning services to individuals, families and businesses.” 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 “fractional cfp services agencies”. 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 368 fractional cfp services agencies based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 1,177 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fractional cfp services agencies 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 368 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 “fractional cfp services agencies” 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 1,177 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.
Fractional cfp services agencies 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 “fractional cfp services agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fractional cfp services agencies are there based in the United Kingdom?
RevenueBase identified 368 company matches for fractional cfp services agencies 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?
Octopus Money tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fractional cfp services agencies?
London leads with 48 company records, followed by Bristol (11) and Leeds (8).
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 1,177 professional contacts with verified work emails tracked across these 368 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 368 fractional cfp services agencies based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Fractional cfp services agencies by geography
- Fractional cfp services agencies based in Brisbane, Australia
- Fractional cfp services agencies based in Melbourne, Australia
- Fractional cfp services agencies based in Sydney, Australia
- Fractional cfp services agencies based in Calgary, Canada
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in Vancouver, Canada
- Fractional cfp services agencies based in Mumbai, India
- Fractional cfp services agencies based in New Delhi, India
- Fractional cfp services agencies based in London, United Kingdom
- Fractional cfp services agencies based in Atlanta, United States
- Fractional cfp services agencies based in Austin, United States
- Fractional cfp services agencies based in Bellevue, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fractional cfp services agencies based in Brisbane, Australia
- Fractional cfp services agencies based in Melbourne, Australia
- Fractional cfp services agencies based in Sydney, Australia
- Fractional cfp services agencies based in Calgary, Canada
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in Vancouver, Canada
Company intelligence · public preview
Top 25 fractional cfp services agencies 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 368 matching company records for fractional cfp services agencies based in the United Kingdom, with 2,520 tracked contacts and 1,177 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 fractional cfp services agencies 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 |  Octopus Moneyoctopusmoney.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 180 contacts → |
“Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.” 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 |  Benchmark Financial Planningbenchmarkfp.co.ukHQ: Horsham, United KingdomReported employees: 51-200 | Horsham, United Kingdom | 51-200 | Exact match | 122 contacts → |
“You work hard for your money - and it should work hard for you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  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. | |||||
| 5 |  Cullen Wealthcullenwealth.co.ukHQ: Stockport, United KingdomReported employees: 51-200 | Stockport, United Kingdom | 51-200 | Exact match | 84 contacts → |
“Established in 1998, Cullen Wealth has grown to employ over 75 staff including 28 independent financial planning consultants.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Amber River Shipman Wealthamberriver.comHQ: Exeter, United KingdomReported employees: 51-200 | Exeter, United Kingdom | 51-200 | Exact match | 70 contacts → |
“We provide holistic financial planning to both individuals and companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Pareto Financial Planningparetofp.co.ukHQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 69 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Francis Clark Financial Planningfcfp.co.ukHQ: Exeter, United KingdomReported employees: 51-200 | Exeter, United Kingdom | 51-200 | Exact match | 52 contacts → |
“At Francis Clark Financial Planning, we help you map out your goal, then find the best way to get there.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Humboldt Financialhumboldtfinancial.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 30 contacts → |
“Humboldt Financial is a financial planning firm located in London, United Kingdom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Milsted Langdon Financial Servicesmlifa.co.ukHQ: Taunton, United KingdomReported employees: 11-50 | Taunton, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Welcome to Milsted Langdon Financial Services Limited, independent financial advisers in Bath, Taunton, Bristol and Yeovil.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Mchb Wealth Managementmchb.co.ukHQ: Perth, United KingdomReported employees: 1-10 | Perth, United Kingdom | 1-10 | Exact match | 24 contacts → |
“MCHB Wealth Management are Chartered Financial Planners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Bigmore Associates Limitedbigmoreassociates.comHQ: Walton-On-Thames, United KingdomReported employees: 11-50 | Walton-On-Thames, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Too much financial service is offered on somebody else’s terms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Niche Private Clientsnichepc.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Specialist, fixed fee financial planning tailored to high net worth individuals and families, Niche Private Clients offers experience and expertise to assist you in making long…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  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. | |||||
| 15 |  Harvest Associatesharvestassociates.co.ukHQ: Barlborough, United KingdomReported employees: 11-50 | Barlborough, United Kingdom | 11-50 | Exact match | 22 contacts → |
“Harvest Associates is a company of Independent Financial Advisers offering bespoke financial advice to individuals and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Linley Blacklinleyblack.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 21 contacts → |
“Our Financial Planning helps you get the most from your wealth and your life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lucent Financial Planninglucentfinancialplanning.co.ukHQ: Solihull, United KingdomReported employees: 11-50 | Solihull, United Kingdom | 11-50 | Exact match | 20 contacts → |
“Friendly Financial Planning for your Exciting Future We help great people in the Midlands find their purpose, organise their finances and design the life that they want and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Burlington Associates Limitedburlingtonfs.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Burlington Associates is a firm of Independent Financial Planners located in the City of London.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Anstee & COansteeco.co.ukHQ: Kettering, United KingdomReported employees: 11-50 | Kettering, United Kingdom | 11-50 | Exact match | 17 contacts → |
“Anstee & Co financial designers aims to build a trusting relationship designed to offer an exceptional personal service to help plan for a secure financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Octagon Consultancy LTDoctagonconsultancy.co.ukHQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 17 contacts → |
“Octagon Consultancy is a firm of Chartered Financial Planners, based in Clifton, Bristol.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Clarion Wealth Planning Limitedclarionwealth.co.ukHQ: Alderley Edge, United KingdomReported employees: 11-50 | Alderley Edge, United Kingdom | 11-50 | Exact match | 16 contacts → |
“Clarion Wealth Planning are Chartered Financial Planners, specialising in true lifelong financial planning and investment management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Bluesky Chartered Financial Plannersblueskyifas.co.ukHQ: Lower Early, United KingdomReported employees: 1-10 | Lower Early, United Kingdom | 1-10 | Exact match | 16 contacts → |
“Understanding personal objectives and goals is fundamental to our role as Chartered Financial Planners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Sedulo Wealthsedulowealth.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 16 contacts → |
“At Sedulo Wealth we believe financial services can be done better, can improve the lives of our clients, and can truly add value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Just Financial Planning LTDjustfinancialplanning.co.ukHQ: Norfolk, United KingdomReported employees: 11-50 | Norfolk, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Just Financial Planning is all about providing great independent financial advice, to help people make the most of their money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Montgomery Charles Wealth Managementmontgomerycharles.co.ukHQ: Trowbridge, United KingdomReported employees: 11-50 | Trowbridge, United Kingdom | 11-50 | Exact match | 14 contacts → |
“Montgomery Charles, established in 1996, provides high-calibre, independent financial advice and comprehensive financial planning services to individuals, families and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 368 company matches
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Fractional cfp services agencies: 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
364 records in the displayed employee bands.
4 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 368 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 ↗
Fractional cfp services agencies by metro
Questions about this company list
What does Exact match mean for fractional cfp services agencies?
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 fractional cfp services agencies did RevenueBase find based in the United Kingdom?
The saved snapshot records 368 matching company records, 2,520 tracked contacts and 1,177 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
Fractional cfp services agencies by geography
- Fractional cfp services agencies based in Brisbane, Australia
- Fractional cfp services agencies based in Melbourne, Australia
- Fractional cfp services agencies based in Sydney, Australia
- Fractional cfp services agencies based in Calgary, Canada
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in Vancouver, Canada
- Fractional cfp services agencies based in Mumbai, India
- Fractional cfp services agencies based in New Delhi, India
- Fractional cfp services agencies based in London, United Kingdom
- Fractional cfp services agencies based in Atlanta, United States
- Fractional cfp services agencies based in Austin, United States
- Fractional cfp services agencies based in Bellevue, United States
Cite this list
RevenueBase Data Team. Top 25 fractional cfp services agencies based in the United Kingdom. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fractional-cfp-services-agencies/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fractional cfp services agencies based in Brisbane, Australia
- Fractional cfp services agencies based in Melbourne, Australia
- Fractional cfp services agencies based in Sydney, Australia
- Fractional cfp services agencies based in Calgary, Canada
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in Vancouver, Canada
Company intelligence · public preview
Top 25 fractional cfp services agencies based in the United Kingdom
RevenueBase records 368 matching company records for fractional cfp services agencies based in the United Kingdom, with 2,520 tracked contacts and 1,177 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 fractional cfp services agencies 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 | Octopus Moneyoctopusmoney.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 180 contacts → |
“Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.” 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 | Benchmark Financial Planningbenchmarkfp.co.uk HQ: Horsham, United KingdomReported employees: 51-200 | Horsham, United Kingdom | 51-200 | Exact match | 122 contacts → |
“You work hard for your money - and it should work hard for you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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. | |||||
| 5 | Cullen Wealthcullenwealth.co.uk HQ: Stockport, United KingdomReported employees: 51-200 | Stockport, United Kingdom | 51-200 | Exact match | 84 contacts → |
“Established in 1998, Cullen Wealth has grown to employ over 75 staff including 28 independent financial planning consultants.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Amber River Shipman Wealthamberriver.com HQ: Exeter, United KingdomReported employees: 51-200 | Exeter, United Kingdom | 51-200 | Exact match | 70 contacts → |
“We provide holistic financial planning to both individuals and companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Pareto Financial Planningparetofp.co.uk HQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 69 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Francis Clark Financial Planningfcfp.co.uk HQ: Exeter, United KingdomReported employees: 51-200 | Exeter, United Kingdom | 51-200 | Exact match | 52 contacts → |
“At Francis Clark Financial Planning, we help you map out your goal, then find the best way to get there.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Humboldt Financialhumboldtfinancial.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 30 contacts → |
“Humboldt Financial is a financial planning firm located in London, United Kingdom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Milsted Langdon Financial Servicesmlifa.co.uk HQ: Taunton, United KingdomReported employees: 11-50 | Taunton, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Welcome to Milsted Langdon Financial Services Limited, independent financial advisers in Bath, Taunton, Bristol and Yeovil.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Mchb Wealth Managementmchb.co.uk HQ: Perth, United KingdomReported employees: 1-10 | Perth, United Kingdom | 1-10 | Exact match | 24 contacts → |
“MCHB Wealth Management are Chartered Financial Planners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Bigmore Associates Limitedbigmoreassociates.com HQ: Walton-On-Thames, United KingdomReported employees: 11-50 | Walton-On-Thames, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Too much financial service is offered on somebody else’s terms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Niche Private Clientsnichepc.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Specialist, fixed fee financial planning tailored to high net worth individuals and families, Niche Private Clients offers experience and expertise to assist you in making long…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 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. | |||||
| 15 | Harvest Associatesharvestassociates.co.uk HQ: Barlborough, United KingdomReported employees: 11-50 | Barlborough, United Kingdom | 11-50 | Exact match | 22 contacts → |
“Harvest Associates is a company of Independent Financial Advisers offering bespoke financial advice to individuals and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Linley Blacklinleyblack.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 21 contacts → |
“Our Financial Planning helps you get the most from your wealth and your life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lucent Financial Planninglucentfinancialplanning.co.uk HQ: Solihull, United KingdomReported employees: 11-50 | Solihull, United Kingdom | 11-50 | Exact match | 20 contacts → |
“Friendly Financial Planning for your Exciting Future We help great people in the Midlands find their purpose, organise their finances and design the life that they want and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Burlington Associates Limitedburlingtonfs.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Burlington Associates is a firm of Independent Financial Planners located in the City of London.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Anstee & COansteeco.co.uk HQ: Kettering, United KingdomReported employees: 11-50 | Kettering, United Kingdom | 11-50 | Exact match | 17 contacts → |
“Anstee & Co financial designers aims to build a trusting relationship designed to offer an exceptional personal service to help plan for a secure financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Octagon Consultancy LTDoctagonconsultancy.co.uk HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 17 contacts → |
“Octagon Consultancy is a firm of Chartered Financial Planners, based in Clifton, Bristol.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Clarion Wealth Planning Limitedclarionwealth.co.uk HQ: Alderley Edge, United KingdomReported employees: 11-50 | Alderley Edge, United Kingdom | 11-50 | Exact match | 16 contacts → |
“Clarion Wealth Planning are Chartered Financial Planners, specialising in true lifelong financial planning and investment management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Bluesky Chartered Financial Plannersblueskyifas.co.uk HQ: Lower Early, United KingdomReported employees: 1-10 | Lower Early, United Kingdom | 1-10 | Exact match | 16 contacts → |
“Understanding personal objectives and goals is fundamental to our role as Chartered Financial Planners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Sedulo Wealthsedulowealth.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 16 contacts → |
“At Sedulo Wealth we believe financial services can be done better, can improve the lives of our clients, and can truly add value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Just Financial Planning LTDjustfinancialplanning.co.uk HQ: Norfolk, United KingdomReported employees: 11-50 | Norfolk, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Just Financial Planning is all about providing great independent financial advice, to help people make the most of their money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Montgomery Charles Wealth Managementmontgomerycharles.co.uk HQ: Trowbridge, United KingdomReported employees: 11-50 | Trowbridge, United Kingdom | 11-50 | Exact match | 14 contacts → |
“Montgomery Charles, established in 1996, provides high-calibre, independent financial advice and comprehensive financial planning services to individuals, families and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 368 company matches
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Fractional cfp services agencies: 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
364 records in the displayed employee bands.
4 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 368 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 ↗
Fractional cfp services agencies by metro
Questions about this company list
What does Exact match mean for fractional cfp services agencies?
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 fractional cfp services agencies did RevenueBase find based in the United Kingdom?
The saved snapshot records 368 matching company records, 2,520 tracked contacts and 1,177 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
Fractional cfp services agencies by geography
- Fractional cfp services agencies based in Brisbane, Australia
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Cite this list
RevenueBase Data Team. Top 25 fractional cfp services agencies based in the United Kingdom. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fractional-cfp-services-agencies/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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