Company lists · Data refreshed November 2026
Top 25 Legacy planning advisors based in the United Kingdom
RevenueBase identified 750 company matches for legacy planning advisors associated with the United Kingdom as of November 2026 and tracks 6,059 professional contacts across them, including 2,554 with verified work emails. London is the largest hub.
This list covers company matches for legacy 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 November 6, 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.
The 25 largest legacy planning advisors based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 701 contacts → | ||||
Exact match “We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 454 contacts → | ||||
Exact match “Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 260 contacts → | ||||
Exact match “Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 185 contacts → | ||||
Exact match “When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 153 contacts → | ||||
Exact match “Right Legal Group is a well-established law firm that forms part of a network of Law firms that specialise in Wills and Probate services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 146 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 139 contacts → | ||||
Exact match “We are here to bring focus back to what truly matters, and redefine the meaning of wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 132 contacts → | ||||
Exact match “MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 101 contacts → | ||||
Exact match “Honey Legal, founded in 2010, are estate planning experts delivering down-to-earth legal services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 96 contacts → | ||||
Exact match “Mogers Drewett is a leading Southwest legal and financial planning firm that takes pride in building long term client relationships.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 83 contacts → | ||||
Exact match “Countrywide Tax & Trust Corporation Ltd provide a full range of private client and tax planning services, and the software packages to enable you to offer these services to your…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 76 contacts → | ||||
Exact match “Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 38 contacts → | ||||
Exact match “Making sense of the complex.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 36 contacts → | ||||
Exact match “Legacy Link is the leading provider of legacy administration support to the UK charity sector.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 31 contacts → | ||||
Exact match “Kinherit brings clarity, reassurance and continuity to estate planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 31 contacts → | ||||
Exact match “At Joslin Rhodes, we believe retirement should be about more than just money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 29 contacts → | ||||
Exact match “A hand selected team of highly trained Estate Planning Consultants across the UK supported by a skilled, diligent and detail focused drafting team who together provide an…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 28 contacts → | ||||
Exact match “Financial Caveats to comply with promotional content: The value of investments and any income from them can fall as well as rise and you may not get back the original amount…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 28 contacts → | ||||
Exact match “Specialists in corporate and private wealth management, Ryley Wealth Management Ltd was established by David Ryley in with the vision to manage, protect and grow our clients’…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 27 contacts → | ||||
Exact match “Take the first step towards peace of mind.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 24 contacts → | ||||
Exact match “At AMFA Limited we provide financial advice and wealth management services to ensure our customers achieve the best possible future outcomes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 24 contacts → | ||||
Exact match “Private Client Solicitors is a boutique law firm with corporate capabilities, headquartered in Manchester but with national and international reach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 24 contacts → | ||||
Exact match “Wills & Trusts Partnership are an award-winning firm that believes in treating clients and our employees as people, not just as a number.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 23 contacts → | ||||
Exact match “Writing your #legacyplan just got easier with the award-winning #squiggleconsult We are a team of friendly & expert Estate planners, providing guidance which best suits your…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 23 contacts → | ||||
Exact match “Helping you achieve your financial freedom.” Recorded in the RevenueBase company graph · Nov 6, 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 “legacy 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 750 legacy planning advisors based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 2,554 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Legacy planning advisors based in the United Kingdom at a glance
As of Nov 6, 2026Companies by employee count
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 750 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 “legacy 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 2,554 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 November 6, 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.
Legacy 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 “legacy planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many legacy planning advisors are there based in the United Kingdom?
RevenueBase identified 750 company matches for legacy planning advisors associated with the United Kingdom as of November 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?
Succession Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most legacy planning advisors?
London leads with 137 company records, followed by Manchester (21) and Leicester (14).
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 2,554 professional contacts with verified work emails tracked across these 750 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 750 legacy planning advisors based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Legacy planning advisors by geography
- Legacy planning advisors based in Melbourne, Australia
- Legacy planning advisors based in Sydney, Australia
- Legacy planning advisors based in Sao Paulo, Brazil
- Legacy planning advisors based in Calgary, Canada
- Legacy planning advisors based in Toronto, Canada
- Legacy planning advisors based in Vancouver, Canada
- Legacy planning advisors based in Lyon, France
- Legacy planning advisors based in Paris, France
- Legacy planning advisors based in Mumbai, India
- Legacy planning advisors based in Dubai, United Arab Emirates
- Legacy planning advisors based in London, United Kingdom
- Legacy planning advisors based in Atlanta, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Legacy planning advisors based in Melbourne, Australia
- Legacy planning advisors based in Sydney, Australia
- Legacy planning advisors based in Sao Paulo, Brazil
- Legacy planning advisors based in Calgary, Canada
- Legacy planning advisors based in Toronto, Canada
- Legacy planning advisors based in Vancouver, Canada
Company intelligence · public preview
Top 25 legacy planning advisors based in the United Kingdom
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 750 matching company records for legacy planning advisors based in the United Kingdom, with 6,059 tracked contacts and 2,554 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 legacy planning advisors based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Succession Wealthsuccessionwealth.co.ukHQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 701 contacts → |
“We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Progenytheprogenygroup.comHQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 454 contacts → |
“Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Turcan Connellturcanconnell.comHQ: Edinburgh, United KingdomReported employees: 201-500 | Edinburgh, United Kingdom | 201-500 | Exact match | 260 contacts → |
“Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  TOWRYtowry.comHQ: Bracknell, United KingdomReported employees: 501-1,000 | Bracknell, United Kingdom | 501-1,000 | Exact match | 185 contacts → |
“When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Right Legal Grouprightlegalgroup.comHQ: Derby, United KingdomReported employees: 51-200 | Derby, United Kingdom | 51-200 | Exact match | 153 contacts → |
“Right Legal Group is a well-established law firm that forms part of a network of Law firms that specialise in Wills and Probate services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Lowes A Saltus Businesslowes.co.ukHQ: Jesmond, United KingdomReported employees: 51-200 | Jesmond, United Kingdom | 51-200 | Exact match | 146 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Pinnacle Wealth Managementpinnaclewealth.co.ukHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 139 contacts → |
“We are here to bring focus back to what truly matters, and redefine the meaning of wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  MKC Wealthmkcwealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 132 contacts → |
“MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Honey Legalhoneylegal.co.ukHQ: Market Drayton, United KingdomReported employees: 201-500 | Market Drayton, United Kingdom | 201-500 | Exact match | 101 contacts → |
“Honey Legal, founded in 2010, are estate planning experts delivering down-to-earth legal services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Mogers Drewett Solicitorsmogersdrewett.comHQ: Bath, United KingdomReported employees: 51-200 | Bath, United Kingdom | 51-200 | Exact match | 96 contacts → |
“Mogers Drewett is a leading Southwest legal and financial planning firm that takes pride in building long term client relationships.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Countrywide TAX & Trust Corporation LTDcountrywidepartners.co.ukHQ: Warwickshire, United KingdomReported employees: 51-200 | Warwickshire, United Kingdom | 51-200 | Exact match | 83 contacts → |
“Countrywide Tax & Trust Corporation Ltd provide a full range of private client and tax planning services, and the software packages to enable you to offer these services to your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Greystone Financial Servicesgreystonefs.co.ukHQ: Scott Drive, United KingdomReported employees: 51-200 | Scott Drive, United Kingdom | 51-200 | Exact match | 76 contacts → |
“Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Meridian Private Client Solicitors Limitedmeridianprivateclient.co.ukHQ: Little Packington, United KingdomReported employees: 11-50 | Little Packington, United Kingdom | 11-50 | Exact match | 38 contacts → |
“Making sense of the complex.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Legacy Linklegacy-link.co.ukHQ: United KingdomReported employees: 11-50 | United Kingdom | 11-50 | Exact match | 36 contacts → |
“Legacy Link is the leading provider of legacy administration support to the UK charity sector.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Kinheritkinherit.co.ukHQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 31 contacts → |
“Kinherit brings clarity, reassurance and continuity to estate planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Joslin Rhodes Pension & Retirement Planningjoslinrhodes.co.ukHQ: Preston Farm, United KingdomReported employees: 51-200 | Preston Farm, United Kingdom | 51-200 | Exact match | 31 contacts → |
“At Joslin Rhodes, we believe retirement should be about more than just money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  The Willwriting Partnershiptwp.co.ukHQ: Bury, United KingdomReported employees: 11-50 | Bury, United Kingdom | 11-50 | Exact match | 29 contacts → |
“A hand selected team of highly trained Estate Planning Consultants across the UK supported by a skilled, diligent and detail focused drafting team who together provide an…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Concept Financial Servicesconceptfs.co.ukHQ: Cannock, United KingdomReported employees: 11-50 | Cannock, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Financial Caveats to comply with promotional content: The value of investments and any income from them can fall as well as rise and you may not get back the original amount…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Ryley Wealth Managementryleywm.co.ukHQ: Ruddington, United KingdomReported employees: 11-50 | Ruddington, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Specialists in corporate and private wealth management, Ryley Wealth Management Ltd was established by David Ryley in with the vision to manage, protect and grow our clients’…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Thomas Bradley & COthomasbradleylegal.co.ukHQ: East Kilbride, United KingdomReported employees: 11-50 | East Kilbride, United Kingdom | 11-50 | Exact match | 27 contacts → |
“Take the first step towards peace of mind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Asset Management Financial Advisers Limitedassetmanagement.co.ukHQ: Southampton, United KingdomReported employees: 11-50 | Southampton, United Kingdom | 11-50 | Exact match | 24 contacts → |
“At AMFA Limited we provide financial advice and wealth management services to ensure our customers achieve the best possible future outcomes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Private Client Solicitorsprivateclientsolicitors.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Private Client Solicitors is a boutique law firm with corporate capabilities, headquartered in Manchester but with national and international reach.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Wills & Trusts Partnershipwillsandtrustspartnership.comHQ: Thame, United KingdomReported employees: 11-50 | Thame, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Wills & Trusts Partnership are an award-winning firm that believes in treating clients and our employees as people, not just as a number.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Squiggle Consultsquiggleconsult.co.ukHQ: Smeeth, United KingdomReported employees: 1-10 | Smeeth, United Kingdom | 1-10 | Exact match | 23 contacts → |
“Writing your #legacyplan just got easier with the award-winning #squiggleconsult We are a team of friendly & expert Estate planners, providing guidance which best suits your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  HJP Chartered Financial Plannershjpcfp.comHQ: Dorking, United KingdomReported employees: 11-50 | Dorking, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Helping you achieve your financial freedom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 750 company matches
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Legacy planning advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
744 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 750 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Legacy planning advisors by metro
Questions about this company list
What does Exact match mean for legacy planning advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many legacy planning advisors did RevenueBase find based in the United Kingdom?
The saved snapshot records 750 matching company records, 6,059 tracked contacts and 2,554 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Legacy planning advisors by geography
- Legacy planning advisors based in Melbourne, Australia
- Legacy planning advisors based in Sydney, Australia
- Legacy planning advisors based in Sao Paulo, Brazil
- Legacy planning advisors based in Calgary, Canada
- Legacy planning advisors based in Toronto, Canada
- Legacy planning advisors based in Vancouver, Canada
- Legacy planning advisors based in Lyon, France
- Legacy planning advisors based in Paris, France
- Legacy planning advisors based in Mumbai, India
- Legacy planning advisors based in Dubai, United Arab Emirates
- Legacy planning advisors based in London, United Kingdom
- Legacy planning advisors based in Atlanta, United States
Cite this list
RevenueBase Data Team. Top 25 legacy planning advisors based in the United Kingdom. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-advisors/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Legacy planning advisors based in Melbourne, Australia
- Legacy planning advisors based in Sydney, Australia
- Legacy planning advisors based in Sao Paulo, Brazil
- Legacy planning advisors based in Calgary, Canada
- Legacy planning advisors based in Toronto, Canada
- Legacy planning advisors based in Vancouver, Canada
Company intelligence · public preview
Top 25 legacy planning advisors based in the United Kingdom
RevenueBase records 750 matching company records for legacy planning advisors based in the United Kingdom, with 6,059 tracked contacts and 2,554 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 legacy planning advisors based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Succession Wealthsuccessionwealth.co.uk HQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 701 contacts → |
“We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Progenytheprogenygroup.com HQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 454 contacts → |
“Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Turcan Connellturcanconnell.com HQ: Edinburgh, United KingdomReported employees: 201-500 | Edinburgh, United Kingdom | 201-500 | Exact match | 260 contacts → |
“Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | TOWRYtowry.com HQ: Bracknell, United KingdomReported employees: 501-1,000 | Bracknell, United Kingdom | 501-1,000 | Exact match | 185 contacts → |
“When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Right Legal Grouprightlegalgroup.com HQ: Derby, United KingdomReported employees: 51-200 | Derby, United Kingdom | 51-200 | Exact match | 153 contacts → |
“Right Legal Group is a well-established law firm that forms part of a network of Law firms that specialise in Wills and Probate services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Lowes A Saltus Businesslowes.co.uk HQ: Jesmond, United KingdomReported employees: 51-200 | Jesmond, United Kingdom | 51-200 | Exact match | 146 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Pinnacle Wealth Managementpinnaclewealth.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 139 contacts → |
“We are here to bring focus back to what truly matters, and redefine the meaning of wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | MKC Wealthmkcwealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 132 contacts → |
“MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Honey Legalhoneylegal.co.uk HQ: Market Drayton, United KingdomReported employees: 201-500 | Market Drayton, United Kingdom | 201-500 | Exact match | 101 contacts → |
“Honey Legal, founded in 2010, are estate planning experts delivering down-to-earth legal services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Mogers Drewett Solicitorsmogersdrewett.com HQ: Bath, United KingdomReported employees: 51-200 | Bath, United Kingdom | 51-200 | Exact match | 96 contacts → |
“Mogers Drewett is a leading Southwest legal and financial planning firm that takes pride in building long term client relationships.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Countrywide TAX & Trust Corporation LTDcountrywidepartners.co.uk HQ: Warwickshire, United KingdomReported employees: 51-200 | Warwickshire, United Kingdom | 51-200 | Exact match | 83 contacts → |
“Countrywide Tax & Trust Corporation Ltd provide a full range of private client and tax planning services, and the software packages to enable you to offer these services to your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Greystone Financial Servicesgreystonefs.co.uk HQ: Scott Drive, United KingdomReported employees: 51-200 | Scott Drive, United Kingdom | 51-200 | Exact match | 76 contacts → |
“Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Meridian Private Client Solicitors Limitedmeridianprivateclient.co.uk HQ: Little Packington, United KingdomReported employees: 11-50 | Little Packington, United Kingdom | 11-50 | Exact match | 38 contacts → |
“Making sense of the complex.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Legacy Linklegacy-link.co.uk HQ: United KingdomReported employees: 11-50 | United Kingdom | 11-50 | Exact match | 36 contacts → |
“Legacy Link is the leading provider of legacy administration support to the UK charity sector.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Kinheritkinherit.co.uk HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 31 contacts → |
“Kinherit brings clarity, reassurance and continuity to estate planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Joslin Rhodes Pension & Retirement Planningjoslinrhodes.co.uk HQ: Preston Farm, United KingdomReported employees: 51-200 | Preston Farm, United Kingdom | 51-200 | Exact match | 31 contacts → |
“At Joslin Rhodes, we believe retirement should be about more than just money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | The Willwriting Partnershiptwp.co.uk HQ: Bury, United KingdomReported employees: 11-50 | Bury, United Kingdom | 11-50 | Exact match | 29 contacts → |
“A hand selected team of highly trained Estate Planning Consultants across the UK supported by a skilled, diligent and detail focused drafting team who together provide an…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Concept Financial Servicesconceptfs.co.uk HQ: Cannock, United KingdomReported employees: 11-50 | Cannock, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Financial Caveats to comply with promotional content: The value of investments and any income from them can fall as well as rise and you may not get back the original amount…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Ryley Wealth Managementryleywm.co.uk HQ: Ruddington, United KingdomReported employees: 11-50 | Ruddington, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Specialists in corporate and private wealth management, Ryley Wealth Management Ltd was established by David Ryley in with the vision to manage, protect and grow our clients’…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Thomas Bradley & COthomasbradleylegal.co.uk HQ: East Kilbride, United KingdomReported employees: 11-50 | East Kilbride, United Kingdom | 11-50 | Exact match | 27 contacts → |
“Take the first step towards peace of mind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Asset Management Financial Advisers Limitedassetmanagement.co.uk HQ: Southampton, United KingdomReported employees: 11-50 | Southampton, United Kingdom | 11-50 | Exact match | 24 contacts → |
“At AMFA Limited we provide financial advice and wealth management services to ensure our customers achieve the best possible future outcomes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Private Client Solicitorsprivateclientsolicitors.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Private Client Solicitors is a boutique law firm with corporate capabilities, headquartered in Manchester but with national and international reach.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Wills & Trusts Partnershipwillsandtrustspartnership.com HQ: Thame, United KingdomReported employees: 11-50 | Thame, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Wills & Trusts Partnership are an award-winning firm that believes in treating clients and our employees as people, not just as a number.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Squiggle Consultsquiggleconsult.co.uk HQ: Smeeth, United KingdomReported employees: 1-10 | Smeeth, United Kingdom | 1-10 | Exact match | 23 contacts → |
“Writing your #legacyplan just got easier with the award-winning #squiggleconsult We are a team of friendly & expert Estate planners, providing guidance which best suits your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HJP Chartered Financial Plannershjpcfp.com HQ: Dorking, United KingdomReported employees: 11-50 | Dorking, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Helping you achieve your financial freedom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 750 company matches
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Legacy planning advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
744 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 750 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Legacy planning advisors by metro
Questions about this company list
What does Exact match mean for legacy planning advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many legacy planning advisors did RevenueBase find based in the United Kingdom?
The saved snapshot records 750 matching company records, 6,059 tracked contacts and 2,554 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Legacy planning advisors by geography
- Legacy planning advisors based in Melbourne, Australia
- Legacy planning advisors based in Sydney, Australia
- Legacy planning advisors based in Sao Paulo, Brazil
- Legacy planning advisors based in Calgary, Canada
- Legacy planning advisors based in Toronto, Canada
- Legacy planning advisors based in Vancouver, Canada
- Legacy planning advisors based in Lyon, France
- Legacy planning advisors based in Paris, France
- Legacy planning advisors based in Mumbai, India
- Legacy planning advisors based in Dubai, United Arab Emirates
- Legacy planning advisors based in London, United Kingdom
- Legacy planning advisors based in Atlanta, United States
Cite this list
RevenueBase Data Team. Top 25 legacy planning advisors based in the United Kingdom. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-advisors/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Legacy planning advisors based in Melbourne, Australia
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