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 company matches for insurance planning advisors associated with London, United Kingdom as of September 2026 and tracks 3,676 professional contacts across them, including 1,963 with verified work emails. Across the United Kingdom, London is the largest hub for this category.

This list covers company matches for insurance planning advisors associated with London, 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

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 company matches for insurance planning advisors based in London, 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	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
2	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
3	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
4	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
5	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
6	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
7	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
8	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
9	NOVA	Exact match	London, United KingdomHQ recorded Sep 17, 2026	51-200	88 contacts →
	Exact match “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Bowmore Wealth Group	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	37 contacts →
	Exact match “We place an equal emphasis on quality financial planning and asset management, with each progressively informing the other.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Lync Wealth Management	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	31 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	First Wealth Certified B Corp	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	30 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Canter Holland	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	29 contacts →
	Exact match “Canter Holland Ltd is a privately owned company providing high quality, independent financial advice to private and corporate clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Radcliffe & Newlands Wealth Limited	Exact match	London, United KingdomHQ recorded Sep 17, 2026	51-200	29 contacts →
	Exact match “Radcliffe & Newlands is a well-established firm based in the City of London.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Humboldt Financial	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	26 contacts →
	Exact match “Humboldt Financial is a financial planning firm located in London, United Kingdom.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Realty Insurances	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	25 contacts →
	Exact match “Realty is an independent risk advisor and insurance broker consistently delivering exceptional client advocacy and service since 1950.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Eminent Financial LTD	Exact match	London, United KingdomHQ recorded Sep 17, 2026	51-200	25 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	DGS Chartered Financial Planners	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	24 contacts →
	Exact match “Established in DGS is a firm of experienced Chartered Financial Planners and Independent Financial Advisers (IFAs), possessing extensive market knowledge.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Trinity Lifetime Partners LTD	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	22 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	TSP Wealth	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	22 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Horner Blakey Insurance Brokers	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	22 contacts →
	Exact match “Horner Blakey Insurance Brokers Independent.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Risk Assured	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	22 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	ONE Financial Planning LTD	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	20 contacts →
	Exact match “One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Linley Black	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	19 contacts →
	Exact match “Our Financial Planning helps you get the most from your wealth and your life.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Advies Private Clients LLP	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	18 contacts →
	Exact match “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.” 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 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)

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

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 London, 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 1,963 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 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 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 London, United Kingdom?

RevenueBase identified 248 company matches for insurance planning advisors associated with London, 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?

Chase DE Vere 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 planning advisors?

London leads the United Kingdom 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 1,963 professional contacts with verified work emails tracked across these 248 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.