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 company matches for insurance planning advisors associated with 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 company matches for insurance planning advisors 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

2,115Companies

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 company matches for insurance planning advisors 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	Sunlife UK	Exact match	Bristol, United KingdomHQ recorded Sep 17, 2026	n/a	1,822 contacts →
	Exact match “A little confidence goes a long way.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Chase DE Vere	Exact match	London, United KingdomHQ recorded Sep 17, 2026	201-500	589 contacts →
	Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	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
4	OWL Financial	Exact match	Swindon, United KingdomHQ recorded Sep 17, 2026	501-1,000	548 contacts →
	Exact match “Owl Financial is a UK-wide advice business that’s focused on helping people secure the right level of financial protection.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	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
6	Ascot Lloyd	Exact match	Birmingham, United KingdomHQ recorded Sep 17, 2026	501-1,000	489 contacts →
	Exact match “Ready to make baffling jargon and unclear advice a thing of the past?” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	SUN Life Financial Of Canada UK	Exact match	Basingstoke, United KingdomHQ recorded Sep 17, 2026	51-200	434 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	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
9	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
10	Wren Sterling	Exact match	Nottingham, United KingdomHQ recorded Sep 17, 2026	201-500	262 contacts →
	Exact match “Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	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
12	Reeves	Exact match	Newcastle Upon Tyne, United KingdomHQ recorded Sep 17, 2026	51-200	176 contacts →
	Exact match “Reeves helps successful individuals enjoy their future.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Origen Financial Services	Exact match	Farnborough, United KingdomHQ recorded Sep 17, 2026	51-200	165 contacts →
	Exact match “Origen Financial Services is one of the UK’s leading financial advisers.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Canada Life UK Adviser	Exact match	London, United KingdomHQ recorded Sep 17, 2026	1,001-5,000	158 contacts →
	Exact match “We’re building stronger, more secure financial futures for our retirement, investment and protection customers.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Protect Line	Exact match	Poole, United KingdomHQ recorded Sep 17, 2026	201-500	147 contacts →
	Exact match “Protect Line is a fast-growing Life Insurance Brokerage with offices in Poole and London.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Fidelius	Exact match	Bath, United KingdomHQ recorded Sep 17, 2026	51-200	141 contacts →
	Exact match “Fidelius is a leading financial services company, committed to excellent customer service.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Clearwater Wealth Management	Exact match	London, United KingdomHQ recorded Sep 17, 2026	201-500	135 contacts →
	Exact match “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Lowes A Saltus Business	Exact match	Jesmond, United KingdomHQ recorded Sep 17, 2026	51-200	133 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Argentis	Exact match	Waterlooville, United KingdomHQ recorded Sep 17, 2026	201-500	115 contacts →
	Exact match “Our mission for our clients is to give them confidence in their finances and we achieve this by engaging, educating, and enabling them.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Ryecroft Glenton	Exact match	Newcastle Upon Tyne, United KingdomHQ recorded Sep 17, 2026	51-200	114 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Insight Financial Associates	Exact match	Norwich, United KingdomHQ recorded Sep 17, 2026	51-200	109 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Cooper Associates Group	Exact match	Taunton, United KingdomHQ recorded Sep 17, 2026	51-200	109 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Beckett Investment Management Group	Exact match	Bury St. Edmunds, United KingdomHQ recorded Sep 17, 2026	51-200	100 contacts →
	Exact match “Becketts is recognised as being one of the largest regional providers of financial advice to individuals and corporate clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Hfmc Wealth	Exact match	London, United KingdomHQ recorded Sep 17, 2026	51-200	100 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	The Penny Group	Exact match	London, United KingdomHQ recorded Sep 17, 2026	51-200	98 contacts →
	Exact match “At the Penny Group we offer a deeper understanding of financial services and use our knowledge to help clients realise their life goals.” 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 planning advisors”. 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 2,115 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

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 planning advisors” 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 8,266 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 planning advisors 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 planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 2,115 company matches for insurance planning advisors 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?

Sunlife UK tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most insurance planning advisors?

London leads with 248 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 8,266 professional contacts with verified work emails tracked across these 2,115 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.