Company lists · Data refreshed October 2026
Top 25 Life insurance planning firms based in London, United Kingdom
RevenueBase identified 114 company matches for life insurance planning firms associated with London, United Kingdom as of October 2026 and tracks 1,974 professional contacts across them, including 815 with verified work emails. Across the United Kingdom, London is the largest hub for this category.
This list covers company matches for life insurance planning firms 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 October 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.
The 25 largest life insurance planning firms based in London, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 380 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 2 | 375 contacts → | ||||
Exact match “Our purpose: At LifeSearch, we are driven by a single purpose: to protect people properly.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 3 | 158 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 4 | 150 contacts → | ||||
Exact match “Guardian is a famous name in financial services with a long history dating back to 1821.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 5 | 107 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 6 | 102 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 7 | 57 contacts → | ||||
Exact match “At Canada Life, we provide retirement, investment and protection solutions to individuals, families and businesses.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 8 | 31 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 9 | 29 contacts → | ||||
Exact match “Throughout our work we have discover something very interesting and powerful about people and their finances: People don’t actually have financial goals and objectives - they have…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 10 | 26 contacts → | ||||
Exact match “Humboldt Financial is a financial planning firm located in London, United Kingdom.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 11 | 21 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 12 | 21 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 13 | 21 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 14 | 19 contacts → | ||||
Exact match “John Lamb Hill Oldridge is an award winning, specialist financial advice firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 15 | 19 contacts → | ||||
Exact match “Solomon's is a holistic Financial Planning firm of Independent Financial Advisers (IFAs), providing cash-flow modelling and lifestyle financial planning to discerning clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 16 | 18 contacts → | ||||
Exact match “Burlington Associates is a firm of Independent Financial Planners located in the City of London.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 17 | 13 contacts → | ||||
Exact match “Monenti Partners provides bespoke financial planning to support you through some of life’s biggest transitions, including- Retirement planning - Building, protecting, and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 18 | 10 contacts → | ||||
Exact match “Thirty years in and we still get excited about this.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match “With a focus on safeguarding your family, business and employees, we specialise in advising and arranging a wide range of tailored business protection products and tax efficient…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “Bakerhill Associates is a London based boutique financial services firm, specialising in bespoke insurance and mortgage solutions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 21 | 8 contacts → | ||||
Exact match “Professional Assured Financial Services Ltd has been offering a range of financial planning solutions to private individuals and companies since We are passionate about providing…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 22 | 8 contacts → | ||||
Exact match “At Vantage, we want to make financial advice available to all, so no matter your income, assets, background, finances, if you can save a little or a lot; we want to work with you.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “At Wade Wealth Partners we provide a fully independent and holistic financial planning service.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “We work with all major insurers that will work with intermediaries, and we provide advice to individuals, families and companies, advising them on insurance policies that are…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “Boutique Life Insurance Brokers offering bespoke advice to residential clients and business owners across the UK” Recorded in the RevenueBase company graph · Oct 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 “life insurance planning firms”. 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 114 life insurance planning firms based in London, United Kingdom
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Life insurance planning firms based in London, United Kingdom at a glance
As of Oct 17, 2026Companies by employee count
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 114 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 “life insurance planning firms” 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 815 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 October 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.
Life insurance planning firms 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 “life insurance planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many life insurance planning firms are there based in London, United Kingdom?
RevenueBase identified 114 company matches for life insurance planning firms associated with London, United Kingdom as of October 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?
Quilter Financial Planning 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 life insurance planning firms?
London leads the United Kingdom with 114 company records, followed by Manchester (26) and Glasgow (19).
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 815 professional contacts with verified work emails tracked across these 114 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 October 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 114 life insurance planning firms based in London, United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Life insurance planning firms by geography
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
- Life insurance planning firms based in Calgary, Canada
- Life insurance planning firms based in Edmonton, Canada
- Life insurance planning firms based in Mississauga, Canada
- Life insurance planning firms based in Montreal, Canada
- Life insurance planning firms based in Ottawa, Canada
- Life insurance planning firms based in Toronto, Canada
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
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
Company intelligence · public preview
Top 25 life insurance planning firms based in London, 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 114 matching company records for life insurance planning firms based in London, United Kingdom, with 1,974 tracked contacts and 815 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: October 17, 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 life insurance planning firms based in London, 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 |  Quilter Financial Planningquilter.comHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 380 contacts → |
“Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Lifesearchlifesearch.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 375 contacts → |
“Our purpose: At LifeSearch, we are driven by a single purpose: to protect people properly.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Clearwater Wealth Managementclearwaterwm.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 158 contacts → |
“Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Guardian Financial Servicesguardian1821.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 150 contacts → |
“Guardian is a famous name in financial services with a long history dating back to 1821.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Hfmc Wealthhfmcwealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 107 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  The Penny Groupthepennygroup.co.ukHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 102 contacts → |
“At the Penny Group we offer a deeper understanding of financial services and use our knowledge to help clients realise their life goals.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Canada Life Workplacecanadalife.co.ukHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 57 contacts → |
“At Canada Life, we provide retirement, investment and protection solutions to individuals, families and businesses.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | First Wealth Certified B Corpfirstwealth.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 31 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | City & Country Financial Services LTDccfs.london HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 29 contacts → |
“Throughout our work we have discover something very interesting and powerful about people and their finances: People don’t actually have financial goals and objectives - they have…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Humboldt Financialhumboldtfinancial.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 26 contacts → |
“Humboldt Financial is a financial planning firm located in London, United Kingdom.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | TSP Wealthtsp-wealth.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 21 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | ONE Financial Planning LTDonefinancialplanning.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 21 contacts → |
“One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Risk Assuredriskassured.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 21 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | John Lamb Hill Oldridgejlho.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 19 contacts → |
“John Lamb Hill Oldridge is an award winning, specialist financial advice firm.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Solomonssolomonsifa.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 19 contacts → |
“Solomon's is a holistic Financial Planning firm of Independent Financial Advisers (IFAs), providing cash-flow modelling and lifestyle financial planning to discerning clients.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Burlington Associates Limitedburlingtonfs.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Burlington Associates is a firm of Independent Financial Planners located in the City of London.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Monenti Partnersmonentipartners.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 13 contacts → |
“Monenti Partners provides bespoke financial planning to support you through some of life’s biggest transitions, including- Retirement planning - Building, protecting, and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Family Capitalfamilycapital.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 10 contacts → |
“Thirty years in and we still get excited about this.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Optima Health And Lifeoptimahealthandlife.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 9 contacts → |
“With a focus on safeguarding your family, business and employees, we specialise in advising and arranging a wide range of tailored business protection products and tax efficient…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Bakerhill Associates LTDbakerhill.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 9 contacts → |
“Bakerhill Associates is a London based boutique financial services firm, specialising in bespoke insurance and mortgage solutions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Professional Assured Financial Services LTDprofessionalassured.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Professional Assured Financial Services Ltd has been offering a range of financial planning solutions to private individuals and companies since We are passionate about providing…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Vantage Wealth Managementvantagewm.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 8 contacts → |
“At Vantage, we want to make financial advice available to all, so no matter your income, assets, background, finances, if you can save a little or a lot; we want to work with you.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Wade Wealth Partnerswadewp.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 7 contacts → |
“At Wade Wealth Partners we provide a fully independent and holistic financial planning service.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Vintage Healthvintagehealth.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 7 contacts → |
“We work with all major insurers that will work with intermediaries, and we provide advice to individuals, families and companies, advising them on insurance policies that are…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | COVRDcovrdme.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 7 contacts → |
“Boutique Life Insurance Brokers offering bespoke advice to residential clients and business owners across the UK” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 114 company matches
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Life insurance planning firms: dataset insights
October 17, 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
112 records in the displayed employee bands.
2 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 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 114 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: October 17, 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 ↗
Life insurance planning firms by metro in the United Kingdom
Questions about this company list
What does Exact match mean for life insurance planning firms?
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 life insurance planning firms did RevenueBase find based in London, United Kingdom?
The saved snapshot records 114 matching company records, 1,974 tracked contacts and 815 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: October 17, 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
Life insurance planning firms by geography
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
- Life insurance planning firms based in Calgary, Canada
- Life insurance planning firms based in Edmonton, Canada
- Life insurance planning firms based in Mississauga, Canada
- Life insurance planning firms based in Montreal, Canada
- Life insurance planning firms based in Ottawa, Canada
- Life insurance planning firms based in Toronto, Canada
Cite this list
RevenueBase Data Team. Top 25 life insurance planning firms based in London, United Kingdom. Snapshot: October 17, 2026. https://revenuebase.ai/companies/life-insurance-planning-firms/united-kingdom/london.
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
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
Company intelligence · public preview
Top 25 life insurance planning firms based in London, United Kingdom
RevenueBase records 114 matching company records for life insurance planning firms based in London, United Kingdom, with 1,974 tracked contacts and 815 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: October 17, 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 life insurance planning firms based in London, 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 | Quilter Financial Planningquilter.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 380 contacts → |
“Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Lifesearchlifesearch.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 375 contacts → |
“Our purpose: At LifeSearch, we are driven by a single purpose: to protect people properly.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Clearwater Wealth Managementclearwaterwm.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 158 contacts → |
“Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Guardian Financial Servicesguardian1821.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 150 contacts → |
“Guardian is a famous name in financial services with a long history dating back to 1821.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Hfmc Wealthhfmcwealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 107 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | The Penny Groupthepennygroup.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 102 contacts → |
“At the Penny Group we offer a deeper understanding of financial services and use our knowledge to help clients realise their life goals.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Canada Life Workplacecanadalife.co.uk HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 57 contacts → |
“At Canada Life, we provide retirement, investment and protection solutions to individuals, families and businesses.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | First Wealth Certified B Corpfirstwealth.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 31 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | City & Country Financial Services LTDccfs.london HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 29 contacts → |
“Throughout our work we have discover something very interesting and powerful about people and their finances: People don’t actually have financial goals and objectives - they have…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Humboldt Financialhumboldtfinancial.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 26 contacts → |
“Humboldt Financial is a financial planning firm located in London, United Kingdom.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | TSP Wealthtsp-wealth.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 21 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | ONE Financial Planning LTDonefinancialplanning.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 21 contacts → |
“One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Risk Assuredriskassured.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 21 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | John Lamb Hill Oldridgejlho.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 19 contacts → |
“John Lamb Hill Oldridge is an award winning, specialist financial advice firm.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Solomonssolomonsifa.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 19 contacts → |
“Solomon's is a holistic Financial Planning firm of Independent Financial Advisers (IFAs), providing cash-flow modelling and lifestyle financial planning to discerning clients.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Burlington Associates Limitedburlingtonfs.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Burlington Associates is a firm of Independent Financial Planners located in the City of London.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Monenti Partnersmonentipartners.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 13 contacts → |
“Monenti Partners provides bespoke financial planning to support you through some of life’s biggest transitions, including- Retirement planning - Building, protecting, and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Family Capitalfamilycapital.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 10 contacts → |
“Thirty years in and we still get excited about this.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Optima Health And Lifeoptimahealthandlife.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 9 contacts → |
“With a focus on safeguarding your family, business and employees, we specialise in advising and arranging a wide range of tailored business protection products and tax efficient…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Bakerhill Associates LTDbakerhill.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 9 contacts → |
“Bakerhill Associates is a London based boutique financial services firm, specialising in bespoke insurance and mortgage solutions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Professional Assured Financial Services LTDprofessionalassured.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Professional Assured Financial Services Ltd has been offering a range of financial planning solutions to private individuals and companies since We are passionate about providing…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Vantage Wealth Managementvantagewm.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 8 contacts → |
“At Vantage, we want to make financial advice available to all, so no matter your income, assets, background, finances, if you can save a little or a lot; we want to work with you.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Wade Wealth Partnerswadewp.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 7 contacts → |
“At Wade Wealth Partners we provide a fully independent and holistic financial planning service.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Vintage Healthvintagehealth.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 7 contacts → |
“We work with all major insurers that will work with intermediaries, and we provide advice to individuals, families and companies, advising them on insurance policies that are…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | COVRDcovrdme.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 7 contacts → |
“Boutique Life Insurance Brokers offering bespoke advice to residential clients and business owners across the UK” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 114 company matches
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Life insurance planning firms: dataset insights
October 17, 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
112 records in the displayed employee bands.
2 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 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 114 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: October 17, 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 ↗
Life insurance planning firms by metro in the United Kingdom
Questions about this company list
What does Exact match mean for life insurance planning firms?
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 life insurance planning firms did RevenueBase find based in London, United Kingdom?
The saved snapshot records 114 matching company records, 1,974 tracked contacts and 815 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: October 17, 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.
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Cite this list
RevenueBase Data Team. Top 25 life insurance planning firms based in London, United Kingdom. Snapshot: October 17, 2026. https://revenuebase.ai/companies/life-insurance-planning-firms/united-kingdom/london.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
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- Life insurance planning firms based in Rio De Janeiro, Brazil
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