Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in London, United Kingdom

Name: Insurance planning advisors based in London, United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 248 companies tracked

RevenueBase identified 248 insurance planning advisors headquartered in London, United Kingdom as of September 2026 and tracks 3,676 professional contacts across them, including 1,963 with verified work emails. London is the largest hub.

This list covers insurance planning advisors headquartered in London, 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

248Companies

3,676Contacts tracked

1,963Verified emails

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The 25 largest insurance planning advisors based in London, United Kingdom

Ranked by team size

Top 25 of 248 insurance planning advisors based in London, 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	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
2	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
3	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
4	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
5	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
6	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
7	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
8	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
9	NOVA	Indirect evidence	London, United KingdomHQ checked Sep 17, 2026	51-200	88 contacts →
	Indirect evidence “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Source: RevenueBase Database · checked Sep 17, 2026
10	Bowmore Wealth Group	Partial evidence	London, United KingdomHQ checked Sep 17, 2026	11-50	37 contacts →
	Partial evidence “We place an equal emphasis on quality financial planning and asset management, with each progressively informing the other.” Source: RevenueBase Database · checked Sep 17, 2026
11	Lync Wealth Management	Indirect evidence	London, United KingdomHQ checked Sep 17, 2026	11-50	31 contacts →
	Indirect evidence “Lync Wealth Management is a group of financial advisers operating across the UK, providing personalised, long-term financial advice to individuals, families and business owners.” Source: RevenueBase Database · checked Sep 17, 2026
12	First Wealth Certified B Corp	Partial evidence	London, United KingdomHQ checked Sep 17, 2026	11-50	30 contacts →
	Partial evidence “Our award-winning lifestyle financial planning approach helps our clients identify, achieve, and protect what matters most to them, without the fear of running out of money.” Source: RevenueBase Database · checked Sep 17, 2026
13	Canter Holland	Indirect evidence	London, United KingdomHQ checked Sep 17, 2026	11-50	29 contacts →
	Indirect evidence “Canter Holland Ltd is a privately owned company providing high quality, independent financial advice to private and corporate clients.” Source: RevenueBase Database · checked Sep 17, 2026
14	Radcliffe & Newlands Wealth Limited	Indirect evidence	London, United KingdomHQ checked Sep 17, 2026	51-200	29 contacts →
	Indirect evidence “Radcliffe & Newlands is a well-established firm based in the City of London.” Source: RevenueBase Database · checked Sep 17, 2026
15	Humboldt Financial	Partial evidence	London, United KingdomHQ checked Sep 17, 2026	11-50	26 contacts →
	Partial evidence “Humboldt Financial is a financial planning firm located in London, United Kingdom.” Source: RevenueBase Database · checked Sep 17, 2026
16	Realty Insurances	Strong evidence	London, United KingdomHQ checked Sep 17, 2026	11-50	25 contacts →
	Strong evidence “Realty is an independent risk advisor and insurance broker consistently delivering exceptional client advocacy and service since 1950.” Source: RevenueBase Database · checked Sep 17, 2026
17	Eminent Financial LTD	Indirect evidence	London, United KingdomHQ checked Sep 17, 2026	51-200	25 contacts →
	Indirect evidence “Eminent Financial Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial…” Source: RevenueBase Database · checked Sep 17, 2026
18	DGS Chartered Financial Planners	Indirect evidence	London, United KingdomHQ checked Sep 17, 2026	11-50	24 contacts →
	Indirect evidence “Established in DGS is a firm of experienced Chartered Financial Planners and Independent Financial Advisers (IFAs), possessing extensive market knowledge.” Source: RevenueBase Database · checked Sep 17, 2026
19	Trinity Lifetime Partners LTD	Indirect evidence	London, United KingdomHQ checked Sep 17, 2026	11-50	22 contacts →
	Indirect evidence “At Trinity Lifetime Partners we aim to inspire new thinking in order to provide our clients with the insights and information they need to make the right financial decisions.” Source: RevenueBase Database · checked Sep 17, 2026
20	TSP Wealth	Partial evidence	London, United KingdomHQ checked Sep 17, 2026	11-50	22 contacts →
	Partial evidence “TSP Wealth is an independent, family-run financial planning firm with whole of market access.Founded by two brothers, Ricky and Rajeev Satija, our company combines decades of…” Source: RevenueBase Database · checked Sep 17, 2026
21	Horner Blakey Insurance Brokers	Partial evidence	London, United KingdomHQ checked Sep 17, 2026	11-50	22 contacts →
	Partial evidence “Horner Blakey Insurance Brokers Independent.” Source: RevenueBase Database · checked Sep 17, 2026
22	Risk Assured	Partial evidence	London, United KingdomHQ checked Sep 17, 2026	11-50	22 contacts →
	Partial evidence “Risk Assured is the UK's leading independent financial advice practice focussing solely on the provision of high value life, critical illness and income protection insurance…” Source: RevenueBase Database · checked Sep 17, 2026
23	ONE Financial Planning LTD	Partial evidence	London, United KingdomHQ checked Sep 17, 2026	11-50	20 contacts →
	Partial evidence “One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Source: RevenueBase Database · checked Sep 17, 2026
24	Linley Black	Partial evidence	London, United KingdomHQ checked Sep 17, 2026	11-50	19 contacts →
	Partial evidence “Our Financial Planning helps you get the most from your wealth and your life.” Source: RevenueBase Database · checked Sep 17, 2026
25	Advies Private Clients LLP	Partial evidence	London, United KingdomHQ checked Sep 17, 2026	11-50	18 contacts →
	Partial evidence “Advies Private Clients are an established Independent Financial Advisers based in the City of London that takes a holistic approach to financial planning and business support.” 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 248 insurance planning advisors based in London, United Kingdom

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Insurance planning advisors based in London, United Kingdom at a glance

As of Sep 17, 2026

53.4%Verified-email coverage

14.8Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · London

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

164

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 248 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 London, 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 London 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, 1,963 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 in the United Kingdom

Insurance planning advisors in London248
Insurance planning advisors in Manchester39
Insurance planning advisors in Glasgow36
Insurance planning advisors in Bristol33
Insurance planning advisors in Leeds27
Insurance planning advisors in Nottingham26
Insurance planning advisors in Birmingham25

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 London, United Kingdom?

RevenueBase identified 248 insurance planning advisors headquartered in London, 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?

Chase DE Vere, headquartered in London, 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 1,963 verified decision-maker contacts tracked across these 248 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.