Company lists · Data refreshed September 2026

Top 25 Independent financial advisors based in Edinburgh, United Kingdom

RevenueBase identified 60 independent financial advisors headquartered in Edinburgh, United Kingdom as of September 2026 and tracks 627 professional contacts across them, including 199 with verified work emails. London is the largest hub.

This list covers independent financial advisors headquartered in Edinburgh, 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 20, 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 20, 2026 86% judged on-target in blind review
60Companies
627Contacts tracked
199Verified emails
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The 25 largest independent financial advisors based in Edinburgh, United Kingdom

Ranked by team size
Top 25 of 60 independent financial advisors based in Edinburgh, United Kingdom, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to independent financial advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceEdinburgh, United KingdomHQ checked Sep 20, 202611-50130 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
2Strong evidenceEdinburgh, United KingdomHQ checked Sep 20, 202611-5095 contacts →

Strong evidence

“We’re a small team of independent financial advisers based in Edinburgh, with a friendly and welcoming approach.”

Source: RevenueBase Database · checked Sep 20, 2026
3Strong evidenceEdinburgh, United KingdomHQ checked Sep 20, 202611-5038 contacts →

Strong evidence

“Chartered Financial Planning offering independent financial advice and cash flow modelling”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceEdinburgh, United KingdomHQ checked Sep 20, 202611-5031 contacts →

Partial evidence

“Carbon Financial Partners Limited is one of the UK's leading financial planning and investment advice firms.”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceEdinburgh, United KingdomHQ checked Sep 20, 202611-5029 contacts →

Partial evidence

“Principal & Prosper is a firm of experienced Chartered Financial Advisers with offices in Edinburgh and Glasgow.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceEdinburgh, United KingdomHQ checked Sep 20, 202611-5024 contacts →

Partial evidence

“Anderson Strathern Asset Management Limited is a boutique investment management, financial planning, pensions and general insurance practice.”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceEdinburgh, United KingdomHQ checked Sep 20, 202611-5023 contacts →

Partial evidence

“Forward-thinking financial planners for individuals, families and business owners.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceEdinburgh, United KingdomHQ checked Sep 20, 202611-5018 contacts →

Partial evidence

“Chartered Financial Planning Business”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceEdinburgh, United KingdomHQ checked Sep 20, 202611-5014 contacts →

Partial evidence

“We believe that our role is not just to provide financial advice but to guide you through life’s financial decisions.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceEdinburgh, United KingdomHQ checked Sep 20, 20261-109 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceEdinburgh, United KingdomHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“We provide clear unbiased advice following a thorough consultation and extensive fund and product research.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceEdinburgh, United KingdomHQ checked Sep 20, 20261-109 contacts →

Partial evidence

“Straightforward financial planning and investment advice tailored to you.”

Source: RevenueBase Database · checked Sep 20, 2026
13Strong evidenceEdinburgh, United KingdomHQ checked Sep 20, 20261-107 contacts →

Strong evidence

“Established in 2005, we are a team of independent financial advisers, based in East Edinburgh.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceEdinburgh, United KingdomHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“At Hastings Investment Management we believe anything is possible when you manage your money the right way.”

Source: RevenueBase Database · checked Sep 20, 2026
15Strong evidenceEdinburgh, United KingdomHQ checked Sep 20, 20261-106 contacts →

Strong evidence

“GMB Portfolio Services Ltd are Independent Financial Advisers based at 2 Houstoun Interchange, Livingston, EH54 5DW”

Source: RevenueBase Database · checked Sep 20, 2026
16Strong evidenceEdinburgh, United KingdomHQ checked Sep 20, 20261-106 contacts →

Strong evidence

“Based in Edinburgh but serving clients throughout Scotland and the North of England, EWS Financial Advisers are independent financial advisers (IFAs) offering impartial financial…”

Source: RevenueBase Database · checked Sep 20, 2026
17Strong evidenceEdinburgh, United KingdomHQ checked Sep 20, 202611-505 contacts →

Strong evidence

“Murray Asset Management is an independent investment management and financial planning firm based in Edinburgh.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceEdinburgh, United KingdomHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Oliver Asset Management provides world class financial planning to individuals and businesses.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceEdinburgh, United KingdomHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“At RSQ everything is personal.”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceEdinburgh, United KingdomHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“Ethical Futures llp was established in 2005 with the aim of combining our skills to offer a comprehensive, ethical financial planning service – one that puts you, the ethical…”

Source: RevenueBase Database · checked Sep 20, 2026
21Strong evidenceEdinburgh, United KingdomHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“Aspire Wealth Management Ltd is a boutique independent financial advisory practice based out of 21 Lansdowne Crescent, Edinburgh, Scotland, United Kingdom.”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceEdinburgh, United KingdomHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“LIFESTYLE FINANCIAL PLANNERS In partnership we will work with you with the aim to grow, protect and preserve your wealth so that you can focus on the important things in life…….”

Source: RevenueBase Database · checked Sep 20, 2026
23Strong evidenceEdinburgh, United KingdomHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“Heritable Financial Planning and Mortgages is a small family firm of independent financial advisers and investment specialists and mortgage advisers, based in Edinburgh.”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceEdinburgh, United KingdomHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
25Strong evidenceEdinburgh, United KingdomHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“Edinburgh Wealth Management is an independent financial advisory firm, which means that we are able to give advice based on the whole of the market and have no links to any…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 60 independent financial advisors based in Edinburgh, United Kingdom

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Independent financial advisors based in Edinburgh, United Kingdom at a glance

As of Sep 20, 2026
31.7%Verified-email coverage
10.4Average contacts per company
1-10Median size (employees)
983.3%Largest-city concentration · London
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
41
11-50
19

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 60 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 independent financial advisors, 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 Edinburgh, United Kingdom whose own description of what they do matches “independent financial advisors”. 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 independent financial advisors), 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 independent financial advisors, and records with no verified work email. Companies headquartered outside Edinburgh 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, 199 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 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names independent financial advisors, 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 independent financial advisors are there based in Edinburgh, United Kingdom?

RevenueBase identified 60 independent financial advisors headquartered in Edinburgh, 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?

Adam & Company, Part Of Canaccord Wealth, headquartered in Edinburgh, tops this list with the largest team on record.

Which city has the most independent financial advisors?

London leads with 590 headquartered companies, followed by Glasgow (70) and Manchester (66).

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 199 verified decision-maker contacts tracked across these 60 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 20, 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.