Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in the United Kingdom

Name: Insurance planning advisors 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 2,115 companies tracked

RevenueBase identified 2,115 insurance planning advisors headquartered in the United Kingdom as of September 2026 and tracks 19,781 professional contacts across them, including 8,266 with verified work emails. London is the largest hub.

This list covers insurance planning advisors headquartered in the 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

2,115Companies

19,781Contacts tracked

8,266Verified emails

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The 25 largest insurance planning advisors based in the United Kingdom

Ranked by team size

Top 25 of 2,115 insurance planning advisors based in the 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 planning 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Sunlife UK	Indirect evidence	Bristol, United KingdomHQ checked Sep 17, 2026	n/a	1,822 contacts →
	Indirect evidence “A little confidence goes a long way.” Source: RevenueBase Database · checked Sep 17, 2026
2	Chase DE Vere	Indirect evidence	London, United KingdomHQ checked Sep 17, 2026	201-500	589 contacts →
	Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 17, 2026
3	Reassured	Partial evidence	Basingstoke, United KingdomHQ checked Sep 17, 2026	501-1,000	552 contacts →
	Partial evidence “Reassured is the UK’s largest life insurance broker*, supporting thousands of new customers every month to protect what matters most.” Source: RevenueBase Database · checked Sep 17, 2026
4	OWL Financial	Indirect evidence	Swindon, United KingdomHQ checked Sep 17, 2026	501-1,000	548 contacts →
	Indirect evidence “Owl Financial is a UK-wide advice business that’s focused on helping people secure the right level of financial protection.” Source: RevenueBase Database · checked Sep 17, 2026
5	PIB Insurance Brokers	Partial evidence	London, United KingdomHQ checked Sep 17, 2026	1,001-5,000	498 contacts →
	Partial evidence “PIB Insurance Brokers (PIB) are a leading insurance broker with access to risk management services.” Source: RevenueBase Database · checked Sep 17, 2026
6	Ascot Lloyd	Indirect evidence	Birmingham, United KingdomHQ checked Sep 17, 2026	501-1,000	489 contacts →
	Indirect evidence “Ready to make baffling jargon and unclear advice a thing of the past?” Source: RevenueBase Database · checked Sep 17, 2026
7	SUN Life Financial Of Canada UK	Indirect evidence	Basingstoke, United KingdomHQ checked Sep 17, 2026	51-200	434 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
8	Partners	Strong evidence	High Wycombe, United KingdomHQ checked Sep 17, 2026	501-1,000	398 contacts →
	Strong evidence “Welcome to the next generation insurance advisory – specialists in business and private client insurance, employee wellbeing, engagement and benefits, and risk management.” Source: RevenueBase Database · checked Sep 17, 2026
9	Quilter Financial Planning	Partial evidence	London, United KingdomHQ checked Sep 17, 2026	501-1,000	354 contacts →
	Partial evidence “Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice.” Source: RevenueBase Database · checked Sep 17, 2026
10	Wren Sterling	Partial evidence	Nottingham, United KingdomHQ checked Sep 17, 2026	201-500	262 contacts →
	Partial evidence “Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.” Source: RevenueBase Database · checked Sep 17, 2026
11	Jensten	Partial evidence	London, United KingdomHQ checked Sep 17, 2026	1,001-5,000	203 contacts →
	Partial evidence “Jensten is the connected broker of scale, delivering superior outcomes for commercial, corporate and personal clients through our advisory and service capabilities, supported by…” Source: RevenueBase Database · checked Sep 17, 2026
12	Reeves	Indirect evidence	Newcastle Upon Tyne, United KingdomHQ checked Sep 17, 2026	51-200	176 contacts →
	Indirect evidence “Reeves helps successful individuals enjoy their future.” Source: RevenueBase Database · checked Sep 17, 2026
13	Origen Financial Services	Indirect evidence	Farnborough, United KingdomHQ checked Sep 17, 2026	51-200	165 contacts →
	Indirect evidence “Origen Financial Services is one of the UK’s leading financial advisers.” Source: RevenueBase Database · checked Sep 17, 2026
14	Canada Life UK Adviser	Indirect evidence	London, United KingdomHQ checked Sep 17, 2026	1,001-5,000	158 contacts →
	Indirect evidence “We’re building stronger, more secure financial futures for our retirement, investment and protection customers.” Source: RevenueBase Database · checked Sep 17, 2026
15	Protect Line	Partial evidence	Poole, United KingdomHQ checked Sep 17, 2026	201-500	147 contacts →
	Partial evidence “Protect Line is a fast-growing Life Insurance Brokerage with offices in Poole and London.” Source: RevenueBase Database · checked Sep 17, 2026
16	Fidelius	Indirect evidence	Bath, United KingdomHQ checked Sep 17, 2026	51-200	141 contacts →
	Indirect evidence “Fidelius is a leading financial services company, committed to excellent customer service.” Source: RevenueBase Database · checked Sep 17, 2026
17	Clearwater Wealth Management	Partial evidence	London, United KingdomHQ checked Sep 17, 2026	201-500	135 contacts →
	Partial evidence “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Source: RevenueBase Database · checked Sep 17, 2026
18	Lowes A Saltus Business	Indirect evidence	Jesmond, United KingdomHQ checked Sep 17, 2026	51-200	133 contacts →
	Indirect evidence “As one of the largest privately owned Independent Financial Advisers in the UK, we have been building successful long-term relationships with clients for 50 years.” Source: RevenueBase Database · checked Sep 17, 2026
19	Argentis	Indirect evidence	Waterlooville, United KingdomHQ checked Sep 17, 2026	201-500	115 contacts →
	Indirect evidence “Our mission for our clients is to give them confidence in their finances and we achieve this by engaging, educating, and enabling them.” Source: RevenueBase Database · checked Sep 17, 2026
20	Ryecroft Glenton	Indirect evidence	Newcastle Upon Tyne, United KingdomHQ checked Sep 17, 2026	51-200	114 contacts →
	Indirect evidence “WHAT WE CAN DO FOR YOU We can provide you with advice on every aspect of your financial affairs, whether personal, business or a mixture of both.” Source: RevenueBase Database · checked Sep 17, 2026
21	Insight Financial Associates	Indirect evidence	Norwich, United KingdomHQ checked Sep 17, 2026	51-200	109 contacts →
	Indirect evidence “At Insight Financial Associates, everything we do is built around a simple belief: you should feel confident, informed and in control of your financial future.” Source: RevenueBase Database · checked Sep 17, 2026
22	Cooper Associates Group	Indirect evidence	Taunton, United KingdomHQ checked Sep 17, 2026	51-200	109 contacts →
	Indirect evidence “Starting from the simple principle that every client should be treated as our only client, our foundations are based on trust, experience and outstanding service.” Source: RevenueBase Database · checked Sep 17, 2026
23	Beckett Investment Management Group	Indirect evidence	Bury St. Edmunds, United KingdomHQ checked Sep 17, 2026	51-200	100 contacts →
	Indirect evidence “Becketts is recognised as being one of the largest regional providers of financial advice to individuals and corporate clients.” Source: RevenueBase Database · checked Sep 17, 2026
24	Hfmc Wealth	Indirect evidence	London, United KingdomHQ checked Sep 17, 2026	51-200	100 contacts →
	Indirect evidence “HFMC Wealth is a UK independent financial adviser specialising in high‑net‑worth clients (£1m–£5m), recognised in the FT Adviser Top 20 and Citywire Top 100.” Source: RevenueBase Database · checked Sep 17, 2026
25	The Penny Group	Indirect evidence	London, United KingdomHQ checked Sep 17, 2026	51-200	98 contacts →
	Indirect evidence “At the Penny Group we offer a deeper understanding of financial services and use our knowledge to help clients realise their life goals.” Source: RevenueBase Database · checked Sep 17, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: insurance planning advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names insurance planning advisors.
Partial evidence: Its own public description names part of insurance planning advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance planning advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 2,115 insurance planning advisors based in the United Kingdom

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Insurance planning advisors based in the United Kingdom at a glance

As of Sep 17, 2026

41.8%Verified-email coverage

9.4Average contacts per company

1-10Median size (employees)

11.7%Largest-city concentration · London

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

1,482

11-50

517

51-200

201-500

501-1,000

1,001-5,000

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 2,115 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 planning 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 the United Kingdom whose own description of what they do matches “insurance planning 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 insurance planning 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 insurance planning advisors, and records with no verified work email. Companies headquartered outside United Kingdom 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, 8,266 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.

Insurance planning advisors by metro

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 planning 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 insurance planning advisors are there based in the United Kingdom?

RevenueBase identified 2,115 insurance planning advisors headquartered in the 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?

Sunlife UK, headquartered in Bristol, tops this list with the largest team on record.

Which city has the most insurance planning advisors?

London leads with 248 headquartered companies, followed by Manchester (39) and Glasgow (36).

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 8,266 verified decision-maker contacts tracked across these 2,115 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.