Company lists · Data refreshed October 2026
Top 25 Insurance advisors for high net worth based in the United Kingdom
RevenueBase identified 116 company matches for insurance advisors for high net worth associated with the United Kingdom as of October 2026 and tracks 1,159 professional contacts across them, including 476 with verified work emails. London is the largest hub.
This list covers company matches for insurance advisors for high net worth 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 October 16, 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 insurance advisors for high net worth based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 553 contacts → | ||||
Exact match “Stonehage Fleming is now Corient.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 2 | 23 contacts → | ||||
Exact match “Chantler Kent Investments is a firm of Independent Financial Advisers based in Kent.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 3 | 23 contacts → | ||||
Exact match “BDWM is a leading independent firm of financial advisers, serving families, professionals and businesses across Leicester, the East Midlands and beyond.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 4 | 21 contacts → | ||||
Exact match “Risk Assured is the UK's leading independent financial advice practice focussing solely on the provision of high value life, critical illness and income protection insurance…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 5 | 19 contacts → | ||||
Exact match “John Lamb Hill Oldridge is an award winning, specialist financial advice firm.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 6 | 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 · Oct 16, 2026 · View company records in RevenueBase | |||||
| 7 | 15 contacts → | ||||
Exact match “Crossbridge Capital is an independent wealth management and advisory firm serving high-net-worth individuals, entrepreneurs, and families with global lives and complex financial…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “MMG provide objective and independent financial advice to individuals, families and businesses, tailored to meet their specific needs.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match “Virtus Financial Planning Limited is the trusted partner for senior leaders, business owners, and high-net-worth individuals seeking expert guidance to grow, protect, and preserve…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “Financial planners that care.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “Tees Financial Ltd provide a complete wealth management and financial planning service for individuals, families, trusts, companies and organisations.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “Providing insurance and risk management advice to both corporate clients and high net worth individuals.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “S4 Financial has been supporting high-net-worth individuals to grow, manage and preserve their wealth since 2004, and celebrated its 20th anniversary in April 2024.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “The Frontier Group provides tax and financial advice to high net worth individuals with the core objective of delivering tax efficiency and wealth protection.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “Confido Wealth is a boutique financial advisory firm that offers tailored advice to suit our clients’ specific needs.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Financial Freedom is about being in control of your finances, having the ability to pursue your passions and live the life you want.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Multi award winning Independent Financial Adviser practice specialising in Financial Planning & Wealth Management for affluent private investors with of investable assets…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “At Credius we work with wealthy individuals and professionals who are generally too busy to powerfully attend to the detail of their financial affairs and are concerned that if do…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Golden Oak Wealth Management provides independent, unbiased financial advice across Stamford, Cambridge, London, and the surrounding areas.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Boutique financial services firm specializing in wealth management and wealth advisory services for high net worth individuals, substantial families and institutions.Investment…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Salus is a boutique life insurance broker dedicated to providing a market-leading service to high-net-worth and ultra-high-net-worth individuals.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “BRADNAM WEALTH MANAGEMENT offers bespoke financial advice to individuals, families and businesses.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Live life by design.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “If you are like our top clients you want to enjoy, protect and pass on your wealth.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Whether you are a private client, a business entrepreneur, a partner in a professional services firm, or a Trustee, we are committed to helping you build and protect your wealth…” Recorded in the RevenueBase company graph · Oct 16, 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 “insurance advisors for high net worth”. 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 116 insurance advisors for high net worth based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 476 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Insurance advisors for high net worth based in the United Kingdom at a glance
As of Oct 16, 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 116 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 “insurance advisors for high net worth” 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 476 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 October 16, 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.
Insurance advisors for high net worth 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 “insurance advisors for high net worth”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance advisors for high net worth are there based in the United Kingdom?
RevenueBase identified 116 company matches for insurance advisors for high net worth associated with the United Kingdom as of October 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?
Stonehage Fleming tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most insurance advisors for high net worth?
London leads with 33 company records, followed by Manchester (5) and Bristol (2).
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 476 professional contacts with verified work emails tracked across these 116 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 October 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 116 insurance advisors for high net worth based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Insurance advisors for high net worth by geography
- Insurance advisors for high net worth based in London, United Kingdom
- Insurance advisors for high net worth based in New York, United States
- Insurance advisors for high net worth based in Australia
- Insurance advisors for high net worth based in Brazil
- Insurance advisors for high net worth based in Canada
- Insurance advisors for high net worth based in France
- Insurance advisors for high net worth based in Germany
- Insurance advisors for high net worth based in India
- Insurance advisors for high net worth based in South Africa
- Insurance advisors for high net worth based in the 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
- Insurance advisors for high net worth based in London, United Kingdom
- Insurance advisors for high net worth based in New York, United States
- Insurance advisors for high net worth based in Australia
- Insurance advisors for high net worth based in Brazil
- Insurance advisors for high net worth based in Canada
- Insurance advisors for high net worth based in France
Company intelligence · public preview
Top 25 insurance advisors for high net worth 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 116 matching company records for insurance advisors for high net worth based in the United Kingdom, with 1,159 tracked contacts and 476 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: October 16, 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 insurance advisors for high net worth 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 |  Stonehage Flemingstonehagefleming.comHQ: Jersey, United KingdomReported employees: 501-1,000 | Jersey, United Kingdom | 501-1,000 | Exact match | 553 contacts → |
“Stonehage Fleming is now Corient.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Chantler Kent Investmentschantlerkent.co.uk HQ: Orpington, United KingdomReported employees: 11-50 | Orpington, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Chantler Kent Investments is a firm of Independent Financial Advisers based in Kent.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Bdwm Wealth Managementbdwm.co.ukHQ: Leicester, United KingdomReported employees: 11-50 | Leicester, United Kingdom | 11-50 | Exact match | 23 contacts → |
“BDWM is a leading independent firm of financial advisers, serving families, professionals and businesses across Leicester, the East Midlands and beyond.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Risk Assuredriskassured.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 21 contacts → |
“Risk Assured is the UK's leading independent financial advice practice focussing solely on the provision of high value life, critical illness and income protection insurance…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | John Lamb Hill Oldridgejlho.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 19 contacts → |
“John Lamb Hill Oldridge is an award winning, specialist financial advice firm.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Crossbridge Capitalcrossbridgecapital.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Crossbridge Capital is an independent wealth management and advisory firm serving high-net-worth individuals, entrepreneurs, and families with global lives and complex financial…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  MMG Wealth Managementmmgfm.co.ukHQ: Northampton, United KingdomReported employees: 1-10 | Northampton, United Kingdom | 1-10 | Exact match | 11 contacts → |
“MMG provide objective and independent financial advice to individuals, families and businesses, tailored to meet their specific needs.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Virtus Financial Planning Ltd, Senior Partner Practice Of St. James's Place Wealth Managementvirtusfp.co.uk HQ: City Of London, United KingdomReported employees: 11-50 | City Of London, United Kingdom | 11-50 | Exact match | 11 contacts → |
“Virtus Financial Planning Limited is the trusted partner for senior leaders, business owners, and high-net-worth individuals seeking expert guidance to grow, protect, and preserve…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ocaris Wealth Management LTDocaris.co.uk HQ: Ferndown, United KingdomReported employees: 11-50 | Ferndown, United Kingdom | 11-50 | Exact match | 10 contacts → |
“Financial planners that care.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Tees Financial LTDteeslaw.com HQ: Bishops Stortford Herts, United KingdomReported employees: 11-50 | Bishops Stortford Herts, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Tees Financial Ltd provide a complete wealth management and financial planning service for individuals, families, trusts, companies and organisations.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | M & C Risk Solutions Limitedmcrisk.co.uk HQ: Uppermill, United KingdomReported employees: 11-50 | Uppermill, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Providing insurance and risk management advice to both corporate clients and high net worth individuals.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | S4 Financial LTDs4financial.co.uk HQ: Hartley Wintney, United KingdomReported employees: 11-50 | Hartley Wintney, United Kingdom | 11-50 | Exact match | 8 contacts → |
“S4 Financial has been supporting high-net-worth individuals to grow, manage and preserve their wealth since 2004, and celebrated its 20th anniversary in April 2024.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Frontier Groupfrontier-fs.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 8 contacts → |
“The Frontier Group provides tax and financial advice to high net worth individuals with the core objective of delivering tax efficiency and wealth protection.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Confido Wealthpartnership.sjp.co.ukHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Confido Wealth is a boutique financial advisory firm that offers tailored advice to suit our clients’ specific needs.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Engage Financial Servicesengagefs.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Financial Freedom is about being in control of your finances, having the ability to pursue your passions and live the life you want.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Affluent Financial Planning LTDaffluentfp.co.uk HQ: Bridge Of Weir, United KingdomReported employees: 1-10 | Bridge Of Weir, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Multi award winning Independent Financial Adviser practice specialising in Financial Planning & Wealth Management for affluent private investors with of investable assets…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Credius Wealth Limitedcredius.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 7 contacts → |
“At Credius we work with wealthy individuals and professionals who are generally too busy to powerfully attend to the detail of their financial affairs and are concerned that if do…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Golden OAK Wealth Managementgoldenoakwealthmanagement.co.uk HQ: Stamford, United KingdomReported employees: 1-10 | Stamford, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Golden Oak Wealth Management provides independent, unbiased financial advice across Stamford, Cambridge, London, and the surrounding areas.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Namur Capital Managementnamurcapital.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Boutique financial services firm specializing in wealth management and wealth advisory services for high net worth individuals, substantial families and institutions.Investment…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Salus Life Internationalsalusli.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Salus is a boutique life insurance broker dedicated to providing a market-leading service to high-net-worth and ultra-high-net-worth individuals.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Bradnam Wealth Managementbradnamwealthmanagement.co.uk HQ: Broadstairs, United KingdomReported employees: 1-10 | Broadstairs, United Kingdom | 1-10 | Exact match | 6 contacts → |
“BRADNAM WEALTH MANAGEMENT offers bespoke financial advice to individuals, families and businesses.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Frazer Jamesfrazerjames.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Live life by design.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Taurus Wealth Managementtauruswealth.co.uk HQ: Worcester, United KingdomReported employees: 1-10 | Worcester, United Kingdom | 1-10 | Exact match | 5 contacts → |
“If you are like our top clients you want to enjoy, protect and pass on your wealth.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Investax Limitedinvestaxlimited.co.ukHQ: Glasgow, United KingdomReported employees: 1-10 | Glasgow, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Whether you are a private client, a business entrepreneur, a partner in a professional services firm, or a Trustee, we are committed to helping you build and protect your wealth…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 116 company matches
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Insurance advisors for high net worth: dataset insights
October 16, 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
116 records in the displayed employee bands.
0 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 116 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: October 16, 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 ↗
Insurance advisors for high net worth by metro
Questions about this company list
What does Exact match mean for insurance advisors for high net worth?
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 insurance advisors for high net worth did RevenueBase find based in the United Kingdom?
The saved snapshot records 116 matching company records, 1,159 tracked contacts and 476 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: October 16, 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
Insurance advisors for high net worth by geography
- Insurance advisors for high net worth based in London, United Kingdom
- Insurance advisors for high net worth based in New York, United States
- Insurance advisors for high net worth based in Australia
- Insurance advisors for high net worth based in Brazil
- Insurance advisors for high net worth based in Canada
- Insurance advisors for high net worth based in France
- Insurance advisors for high net worth based in Germany
- Insurance advisors for high net worth based in India
- Insurance advisors for high net worth based in South Africa
- Insurance advisors for high net worth based in the United States
Cite this list
RevenueBase Data Team. Top 25 insurance advisors for high net worth based in the United Kingdom. Snapshot: October 16, 2026. https://revenuebase.ai/companies/insurance-advisors-for-high-net-worth/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
- Insurance advisors for high net worth based in London, United Kingdom
- Insurance advisors for high net worth based in New York, United States
- Insurance advisors for high net worth based in Australia
- Insurance advisors for high net worth based in Brazil
- Insurance advisors for high net worth based in Canada
- Insurance advisors for high net worth based in France
Company intelligence · public preview
Top 25 insurance advisors for high net worth based in the United Kingdom
RevenueBase records 116 matching company records for insurance advisors for high net worth based in the United Kingdom, with 1,159 tracked contacts and 476 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: October 16, 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 insurance advisors for high net worth 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 | Stonehage Flemingstonehagefleming.com HQ: Jersey, United KingdomReported employees: 501-1,000 | Jersey, United Kingdom | 501-1,000 | Exact match | 553 contacts → |
“Stonehage Fleming is now Corient.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Chantler Kent Investmentschantlerkent.co.uk HQ: Orpington, United KingdomReported employees: 11-50 | Orpington, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Chantler Kent Investments is a firm of Independent Financial Advisers based in Kent.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bdwm Wealth Managementbdwm.co.uk HQ: Leicester, United KingdomReported employees: 11-50 | Leicester, United Kingdom | 11-50 | Exact match | 23 contacts → |
“BDWM is a leading independent firm of financial advisers, serving families, professionals and businesses across Leicester, the East Midlands and beyond.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Risk Assuredriskassured.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 21 contacts → |
“Risk Assured is the UK's leading independent financial advice practice focussing solely on the provision of high value life, critical illness and income protection insurance…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | John Lamb Hill Oldridgejlho.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 19 contacts → |
“John Lamb Hill Oldridge is an award winning, specialist financial advice firm.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Crossbridge Capitalcrossbridgecapital.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Crossbridge Capital is an independent wealth management and advisory firm serving high-net-worth individuals, entrepreneurs, and families with global lives and complex financial…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | MMG Wealth Managementmmgfm.co.uk HQ: Northampton, United KingdomReported employees: 1-10 | Northampton, United Kingdom | 1-10 | Exact match | 11 contacts → |
“MMG provide objective and independent financial advice to individuals, families and businesses, tailored to meet their specific needs.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Virtus Financial Planning Ltd, Senior Partner Practice Of St. James's Place Wealth Managementvirtusfp.co.uk HQ: City Of London, United KingdomReported employees: 11-50 | City Of London, United Kingdom | 11-50 | Exact match | 11 contacts → |
“Virtus Financial Planning Limited is the trusted partner for senior leaders, business owners, and high-net-worth individuals seeking expert guidance to grow, protect, and preserve…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ocaris Wealth Management LTDocaris.co.uk HQ: Ferndown, United KingdomReported employees: 11-50 | Ferndown, United Kingdom | 11-50 | Exact match | 10 contacts → |
“Financial planners that care.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Tees Financial LTDteeslaw.com HQ: Bishops Stortford Herts, United KingdomReported employees: 11-50 | Bishops Stortford Herts, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Tees Financial Ltd provide a complete wealth management and financial planning service for individuals, families, trusts, companies and organisations.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | M & C Risk Solutions Limitedmcrisk.co.uk HQ: Uppermill, United KingdomReported employees: 11-50 | Uppermill, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Providing insurance and risk management advice to both corporate clients and high net worth individuals.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | S4 Financial LTDs4financial.co.uk HQ: Hartley Wintney, United KingdomReported employees: 11-50 | Hartley Wintney, United Kingdom | 11-50 | Exact match | 8 contacts → |
“S4 Financial has been supporting high-net-worth individuals to grow, manage and preserve their wealth since 2004, and celebrated its 20th anniversary in April 2024.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Frontier Groupfrontier-fs.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 8 contacts → |
“The Frontier Group provides tax and financial advice to high net worth individuals with the core objective of delivering tax efficiency and wealth protection.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Confido Wealthpartnership.sjp.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Confido Wealth is a boutique financial advisory firm that offers tailored advice to suit our clients’ specific needs.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Engage Financial Servicesengagefs.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Financial Freedom is about being in control of your finances, having the ability to pursue your passions and live the life you want.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Affluent Financial Planning LTDaffluentfp.co.uk HQ: Bridge Of Weir, United KingdomReported employees: 1-10 | Bridge Of Weir, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Multi award winning Independent Financial Adviser practice specialising in Financial Planning & Wealth Management for affluent private investors with of investable assets…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Credius Wealth Limitedcredius.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 7 contacts → |
“At Credius we work with wealthy individuals and professionals who are generally too busy to powerfully attend to the detail of their financial affairs and are concerned that if do…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Golden OAK Wealth Managementgoldenoakwealthmanagement.co.uk HQ: Stamford, United KingdomReported employees: 1-10 | Stamford, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Golden Oak Wealth Management provides independent, unbiased financial advice across Stamford, Cambridge, London, and the surrounding areas.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Namur Capital Managementnamurcapital.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Boutique financial services firm specializing in wealth management and wealth advisory services for high net worth individuals, substantial families and institutions.Investment…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Salus Life Internationalsalusli.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Salus is a boutique life insurance broker dedicated to providing a market-leading service to high-net-worth and ultra-high-net-worth individuals.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Bradnam Wealth Managementbradnamwealthmanagement.co.uk HQ: Broadstairs, United KingdomReported employees: 1-10 | Broadstairs, United Kingdom | 1-10 | Exact match | 6 contacts → |
“BRADNAM WEALTH MANAGEMENT offers bespoke financial advice to individuals, families and businesses.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Frazer Jamesfrazerjames.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Live life by design.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Taurus Wealth Managementtauruswealth.co.uk HQ: Worcester, United KingdomReported employees: 1-10 | Worcester, United Kingdom | 1-10 | Exact match | 5 contacts → |
“If you are like our top clients you want to enjoy, protect and pass on your wealth.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Investax Limitedinvestaxlimited.co.uk HQ: Glasgow, United KingdomReported employees: 1-10 | Glasgow, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Whether you are a private client, a business entrepreneur, a partner in a professional services firm, or a Trustee, we are committed to helping you build and protect your wealth…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Insurance advisors for high net worth: dataset insights
October 16, 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
116 records in the displayed employee bands.
0 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 116 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: October 16, 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 ↗
Insurance advisors for high net worth by metro
Questions about this company list
What does Exact match mean for insurance advisors for high net worth?
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 insurance advisors for high net worth did RevenueBase find based in the United Kingdom?
The saved snapshot records 116 matching company records, 1,159 tracked contacts and 476 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: October 16, 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.
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Cite this list
RevenueBase Data Team. Top 25 insurance advisors for high net worth based in the United Kingdom. Snapshot: October 16, 2026. https://revenuebase.ai/companies/insurance-advisors-for-high-net-worth/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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