Company lists · Data refreshed September 2026

Top 16 Insurance brokers for wealth planning based in Leeds, United Kingdom

RevenueBase identified 41 insurance brokers for wealth planning headquartered in Leeds, United Kingdom as of September 2026 and tracks 1,211 professional contacts across them, including 711 with verified work emails. London is the largest hub.

This list covers insurance brokers for wealth planning headquartered in Leeds, 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 17, 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 17, 2026 86% judged on-target in blind review
41Companies
1,211Contacts tracked
711Verified emails
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The 16 largest insurance brokers for wealth planning based in Leeds, United Kingdom

Ranked by team size
Top 16 of 41 insurance brokers for wealth planning based in Leeds, United Kingdom, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokers for wealth planning: 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
1Partial evidenceLeeds, United KingdomHQ checked Sep 17, 2026201-500339 contacts →

Partial evidence

“2plan wealth management is the UK's largest independent advisory firm.”

Source: RevenueBase Database · checked Sep 17, 2026
2Partial evidenceLeeds, United KingdomHQ checked Sep 17, 2026201-500188 contacts →

Partial evidence

“Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…”

Source: RevenueBase Database · checked Sep 17, 2026
3Partial evidenceLeeds, United KingdomHQ checked Sep 17, 202651-200147 contacts →

Partial evidence

“Established in 1940, Bartlett Group is an independent insurance and financial solutions specialist, offering tailored services for businesses and individuals.”

Source: RevenueBase Database · checked Sep 17, 2026
4Strong evidenceLeeds, United KingdomHQ checked Sep 17, 202651-200130 contacts →

Strong evidence

“We're proud to be the UK's leading, award-winning insurance broker.”

Source: RevenueBase Database · checked Sep 17, 2026
5Partial evidenceLeeds, United KingdomHQ checked Sep 17, 202651-20076 contacts →

Partial evidence

“Since 1972, we’ve helped businesses and individuals to find the right insurance at competitive premiums.”

Source: RevenueBase Database · checked Sep 17, 2026
6Strong evidenceLeeds, United KingdomHQ checked Sep 17, 202651-20068 contacts →

Strong evidence

“Attis is more than an insurance brokerage; we’re balance sheet protectors- we take the time to understand your business- we see beyond the policies to the bigger picture- we…”

Source: RevenueBase Database · checked Sep 17, 2026
7Partial evidenceLeeds, United KingdomHQ checked Sep 17, 202651-20031 contacts →

Partial evidence

“Gauntlet Group is a network of local brokers with national reach and the buying power to save you money.”

Source: RevenueBase Database · checked Sep 17, 2026
8Indirect evidenceLeeds, United KingdomHQ checked Sep 17, 20261-1012 contacts →

Indirect evidence

“Welcome to Bspoke Private Clients.”

Source: RevenueBase Database · checked Sep 17, 2026
9Strong evidenceLeeds, United KingdomHQ checked Sep 17, 202611-5011 contacts →

Strong evidence

“Welcome to Yourshield, we are an innovative and market leading Independent Commercial Insurance brokerage with offices in Leeds and London offering nationwide reach.”

Source: RevenueBase Database · checked Sep 17, 2026
10Indirect evidenceLeeds, United KingdomHQ checked Sep 17, 20261-1010 contacts →

Indirect evidence

“Whether you’re looking for business or individual personal financial advice, the first and foremost thing you need to know is that you can trust your advisers.”

Source: RevenueBase Database · checked Sep 17, 2026
11Strong evidenceLeeds, United KingdomHQ checked Sep 17, 202651-20010 contacts →

Strong evidence

“The True Wealth Group’s management team has been providing financial planning, wealth management, consultancy and other services together for 20 years.”

Source: RevenueBase Database · checked Sep 17, 2026
12Partial evidenceLeeds, United KingdomHQ checked Sep 17, 202611-508 contacts →

Partial evidence

“Based in the financial centre of Leeds, MacIntosh James & Partners provides unrivalled wealth management services to meet the personal needs of our clients.”

Source: RevenueBase Database · checked Sep 17, 2026
13Strong evidenceLeeds, United KingdomHQ checked Sep 17, 202651-2004 contacts →

Strong evidence

“A truly independent, management owned insurance broker, with a track record in finding competitive solutions for challenging risks.”

Source: RevenueBase Database · checked Sep 17, 2026
14Indirect evidenceLeeds, United KingdomHQ checked Sep 17, 20261-102 contacts →

Indirect evidence

“We are independent Financial Planners based in Leeds.”

Source: RevenueBase Database · checked Sep 17, 2026
15Partial evidenceLeeds, United KingdomHQ checked Sep 17, 20261-102 contacts →

Partial evidence

“We are an independent insurance intermediary with twenty years’ expertise in the medical and life insurance arena for personal, SME and corporate clients.”

Source: RevenueBase Database · checked Sep 17, 2026
16Strong evidenceLeeds, United KingdomHQ checked Sep 17, 20261-101 contacts →

Strong evidence

“Financial Planning and Wealth Management.”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 16 of 41 insurance brokers for wealth planning based in Leeds, United Kingdom

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

As of Sep 17, 2026
58.7%Verified-email coverage
29.5Average contacts per company
11-50Median size (employees)
965.9%Largest-city concentration · London
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
17
11-50
9
51-200
11
201-500
3

Email recency for this list is measured across the whole United Kingdom list rather than for Leeds, so it is reported there. Company counts and contact totals on this page are exact for Leeds, over 41 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 insurance brokers for wealth planning, 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 Leeds, United Kingdom whose own description of what they do matches “insurance brokers for wealth planning”. 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 insurance brokers for wealth planning), 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 insurance brokers for wealth planning, and records with no verified work email. Companies headquartered outside Leeds 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, 711 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 17, 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 insurance brokers for wealth planning, 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 insurance brokers for wealth planning are there based in Leeds, United Kingdom?

RevenueBase identified 41 insurance brokers for wealth planning headquartered in Leeds, 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?

2plan Wealth Management LTD, headquartered in Leeds, tops this list with the largest team on record.

Which city has the most insurance brokers for wealth planning?

London leads with 396 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 711 verified decision-maker contacts tracked across these 41 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 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 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.