Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in the United Kingdom

Name: Insurance brokers for wealth planning based in the United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 2,344 companies tracked

RevenueBase identified 2,344 company matches for insurance brokers for wealth planning associated with the United Kingdom as of September 2026 and tracks 32,898 professional contacts across them, including 15,578 with verified work emails. London is the largest hub.

This list covers company matches for insurance brokers for wealth planning 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 September 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 17, 2026 How this list was built

2,344Companies

32,898Contacts tracked

15,578Verified emails

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The 25 largest insurance brokers for wealth planning based in the United Kingdom

Ranked by team size

Top 25 of 2,344 company matches for insurance brokers for wealth planning based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Howden Insurance Brokers Limited	Exact match	London, United KingdomHQ recorded Sep 17, 2026	1,001-5,000	2,183 contacts →
	Exact match “Howden Insurance Brokers Ltd is a leading provider of insurance broking, risk consulting, and employee benefits advice.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Stonehage Fleming	Exact match	Jersey, United KingdomHQ recorded Sep 17, 2026	501-1,000	929 contacts →
	Exact match “Stonehage Fleming is now Corient.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Marsh Commercial	Exact match	London, United KingdomHQ recorded Sep 17, 2026	1,001-5,000	766 contacts →
	Exact match “Marsh Commercial, a Marsh business, is the SME and mid market specialist providing tailored commercial insurance placements and comprehensive end-to-end risk management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Schroders Personal Wealth	Exact match	London, United KingdomHQ recorded Sep 17, 2026	501-1,000	721 contacts →
	Exact match “We are now Lloyds Wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Brown & Brown UK	Exact match	London, United KingdomHQ recorded Sep 17, 2026	1,001-5,000	690 contacts →
	Exact match “No matter where you are on your growth journey, we can help you find solutions to meet your ever-evolving insurance and risk management needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Succession Wealth	Exact match	Birmingham, United KingdomHQ recorded Sep 17, 2026	501-1,000	689 contacts →
	Exact match “We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Howden, The NEW Name For Aston Lark	Exact match	London, United KingdomHQ recorded Sep 17, 2026	1,001-5,000	672 contacts →
	Exact match “In April 2022, Aston Lark became part of the Howden Group, with the aim of creating a standout full-service broker, unrivalled in its quality, scale and reach in the UK and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Fairstone Group LTD	Exact match	Sunderland, United KingdomHQ recorded Sep 17, 2026	1,001-5,000	593 contacts →
	Exact match “Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Mcgill And Partners	Exact match	London, United KingdomHQ recorded Sep 17, 2026	201-500	566 contacts →
	Exact match “Complex risk.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Reassured	Exact match	Basingstoke, United KingdomHQ recorded Sep 17, 2026	501-1,000	552 contacts →
	Exact match “Reassured is the UK’s largest life insurance broker*, supporting thousands of new customers every month to protect what matters most.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	PIB Insurance Brokers	Exact match	London, United KingdomHQ recorded Sep 17, 2026	1,001-5,000	498 contacts →
	Exact match “PIB Insurance Brokers (PIB) are a leading insurance broker with access to risk management services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Titan Wealth	Exact match	London, United KingdomHQ recorded Sep 17, 2026	1,001-5,000	448 contacts →
	Exact match “Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Partners	Exact match	High Wycombe, United KingdomHQ recorded Sep 17, 2026	501-1,000	398 contacts →
	Exact match “Welcome to the next generation insurance advisory – specialists in business and private client insurance, employee wellbeing, engagement and benefits, and risk management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	A-Plan Insurance	Exact match	Witney, United KingdomHQ recorded Sep 17, 2026	1,001-5,000	369 contacts →
	Exact match “Buying Insurance has become a very impersonal experience.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Perspective Financial Group LTD	Exact match	Chorley, United KingdomHQ recorded Sep 17, 2026	501-1,000	359 contacts →
	Exact match “Perspective Financial Group Ltd is the parent company of over 60 client-centric financial planning offices.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Quilter Financial Planning	Exact match	London, United KingdomHQ recorded Sep 17, 2026	501-1,000	354 contacts →
	Exact match “Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	2plan Wealth Management LTD	Exact match	Leeds, United KingdomHQ recorded Sep 17, 2026	201-500	339 contacts →
	Exact match “2plan wealth management is the UK's largest independent advisory firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Alan Boswell Group	Exact match	Norwich, United KingdomHQ recorded Sep 17, 2026	201-500	304 contacts →
	Exact match “Alan Boswell Group is one of the UK's largest independent insurance brokers and one of the largest regional independent financial planners.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Saltus	Exact match	London, United KingdomHQ recorded Sep 17, 2026	501-1,000	284 contacts →
	Exact match “Saltus is an independently owned financial planning and investment management company.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	SPF Private Clients	Exact match	London, United KingdomHQ recorded Sep 17, 2026	201-500	266 contacts →
	Exact match “SPF Private Clients (SPF) is an award winning financial services intermediary established in London in 1997.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Kingswood Group	Exact match	London, United KingdomHQ recorded Sep 17, 2026	201-500	232 contacts →
	Exact match “At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Lycetts	Exact match	Newcastle Upon Tyne, United KingdomHQ recorded Sep 17, 2026	201-500	231 contacts →
	Exact match “The Lycetts Group is a well established, forward thinking group of companies providing a comprehensive range of insurance and financial advice to a broad cross-section of…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	James Hallam	Exact match	London, United KingdomHQ recorded Sep 17, 2026	201-500	224 contacts →
	Exact match “James Hallam are one of the UK’s leading, fully independent, brokers and have a reputation for providing superior risk advice and insurance management programmes.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Jensten	Exact match	London, United KingdomHQ recorded Sep 17, 2026	1,001-5,000	203 contacts →
	Exact match “Jensten is the connected broker of scale, delivering superior outcomes for commercial, corporate and personal clients through our advisory and service capabilities, supported by…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	WH Ireland	Exact match	London, United KingdomHQ recorded Sep 17, 2026	51-200	198 contacts →
	Exact match “WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded in the RevenueBase company graph · Sep 17, 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 brokers for wealth planning”. 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 2,344 insurance brokers for wealth planning based in the United Kingdom

See the full list, filter by size, metro and specialty, and access 15,578 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance brokers for wealth planning based in the United Kingdom at a glance

As of Sep 17, 2026

47.4%Verified-email coverage

14.0Average contacts per company

1-10Median size (employees)

16.9%Largest-city concentration · London

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

1,440

11-50

684

51-200

128

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 2,344 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 brokers for wealth planning” 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 15,578 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 September 17, 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 brokers for wealth planning 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 brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokers for wealth planning are there based in the United Kingdom?

RevenueBase identified 2,344 company matches for insurance brokers for wealth planning associated with the United Kingdom as of September 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?

Howden Insurance Brokers Limited tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most insurance brokers for wealth planning?

London leads with 396 company records, followed by Manchester (59) and Leeds (41).

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 15,578 professional contacts with verified work emails tracked across these 2,344 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 September 17, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.