Company lists · Data refreshed September 2026

Top 12 Insurance brokers for wealth planning based in Edinburgh, United Kingdom

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 27 companies tracked

RevenueBase identified 27 company matches for insurance brokers for wealth planning associated with Edinburgh, United Kingdom as of September 2026 and tracks 185 professional contacts across them, including 42 with verified work emails. Across the United Kingdom, London is the largest hub for this category (396 companies); Edinburgh has 27.

This list covers company matches for insurance brokers for wealth planning associated with Edinburgh, 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

27Companies

185Contacts tracked

42Verified emails

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The 12 largest insurance brokers for wealth planning based in Edinburgh, United Kingdom

Ranked by team size

Top 12 of 27 company matches for insurance brokers for wealth planning based in Edinburgh, 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 Scotland	Exact match	Edinburgh, United KingdomHQ recorded Sep 17, 2026	51-200	69 contacts →
	Exact match “In April 2022, Bruce Stevenson 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
2	Tweed Wealth Management	Exact match	Edinburgh, United KingdomHQ recorded Sep 17, 2026	11-50	23 contacts →
	Exact match “Forward-thinking financial planners for individuals, families and business owners.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Waverton Wealth	Exact match	Edinburgh, United KingdomHQ recorded Sep 17, 2026	11-50	16 contacts →
	Exact match “Waverton Wealth are one of Scotland’s leading wealth management and financial planning firms focused on corporate and private clients across the UK.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Borland Insurance	Exact match	Edinburgh, United KingdomHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “AssuredPartners Borland Insurance We provide an all-encompassing insurance service.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Clarity IFA	Exact match	Edinburgh, United KingdomHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “Established in 2005, we are a team of independent financial advisers, based in East Edinburgh.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Oliver Asset Management	Exact match	Edinburgh, United KingdomHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Oliver Asset Management provides world class financial planning to individuals and businesses.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Verity Financial Planners LTD	Exact match	Edinburgh, United KingdomHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Bluesky Independent Wealth Managers	Exact match	Edinburgh, United KingdomHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “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…….” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Headsup Wealth	Exact match	Edinburgh, United KingdomHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “WE'LL TURN YOUR COMPLICATED FINANCIAL AFFAIRS INTO A CLEAR, STRATEGIC PLAN.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	SKB Independent Insurance Brokers LTD	Exact match	Edinburgh, United KingdomHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “SKB is a commercial insurance brokerage built from over 20 years experience in the insurance industry.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Lothian Insurance Brokers LTD	Exact match	Edinburgh, United KingdomHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Big or small and no matter what your industry, the service we provide will always be appropriate to your business.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Purpose Financial Planning	Exact match	Edinburgh, United KingdomHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Purpose Financial Planning is an independent financial planning firm based in Edinburgh, Scotland, proudly serving clients across the UK.” 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 12 of 27 insurance brokers for wealth planning based in Edinburgh, United Kingdom

See the full list, filter by size, metro and specialty, and access 42 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 17, 2026

22.7%Verified-email coverage

6.9Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 27 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 Edinburgh, 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 42 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 in the United Kingdom

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 Edinburgh, United Kingdom?

RevenueBase identified 27 company matches for insurance brokers for wealth planning associated with Edinburgh, 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 Scotland tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United Kingdom has the most insurance brokers for wealth planning?

London leads the United Kingdom with 396 company records, followed by Manchester (59) and Leeds (41). Edinburgh has 27.

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 42 professional contacts with verified work emails tracked across these 27 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.