Company lists · Data refreshed September 2026
Top 25 Nonprofit investment advisors based in the United Kingdom
RevenueBase identified 85 company matches for nonprofit investment advisors associated with the United Kingdom as of September 2026 and tracks 830 professional contacts across them, including 411 with verified work emails. London is the largest hub.
This list covers company matches for nonprofit investment advisors associated with the United Kingdom, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 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 nonprofit investment advisors based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 392 contacts → | ||||
Exact match “Expert investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 75 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 31 contacts → | ||||
Exact match “Holden & Partners are an independent financial adviser (IFA) primarily based in London (Farringdon), the South East and East Anglia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 25 contacts → | ||||
Exact match “Our clients tell us that truly independent advice is important to them, a view we have always shared.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 18 contacts → | ||||
Exact match “Chartered Financial Planning Business” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 13 contacts → | ||||
Exact match “BpH Wealth is a fee-based Lifestyle Wealth Management Practice providing independent financial advice, financial planning and asset management for our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “PMCL Consulting has a dedicated focus on non-for-profit and public sectors, acknowledging their specific investment needs and understanding the complex dynamics of charity trustee…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “Delivering comprehensive personal and corporate financial planning, the Financial Options Group is a trusted source of financial advice which guides clients in every stage of…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 9 contacts → | ||||
Exact match “JustFA is all-in-one advice & investment platform for financial advisers to run and grow their businesses online.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “We provide clear unbiased advice following a thorough consultation and extensive fund and product research.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “RED IFA (NOTTINGHAM) LIMITED is an Independent Financial Advisers based at Nottingham Business Park, NG8 6PY” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “MONEY ADVICE & PLANNING LTD are independent financial advisers based in ST.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “We are happily unusual in the world of financial advisers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “We provide exceptional, honest and independent independent financial advice predominantly to vulnerable individuals, trustees and charities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “We specialise in providing you with quality, professional Financial Advice that you can trust.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “With an extensive experience in financial planning, Asset Wealth Management offers a professional service to both individuals and businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “Platinum Financial Services are a firm of Independent Financial Advisors offering bespoke and innovative financial planning solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “At jch: we work as the Personal Chief Financial Officer for our High Net Worth, Corporate, Trust and Charity Clients to ensure wealth protection, wealth enhancement and transfer…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Hanbury Wealth - Independent Financial Advisors” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “Prime Wealth is a firm of independent financial advisers, assisting individuals, business owners and trustees with a broad range of financial planning, investment, retirement and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “A strong and well-established firm who offer a range of services to help you get your financial life in order, and to create the life you want through a range of services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “The Ethical Partnership is an independent financial advisor (IFA) specialising in SRI and Ethical Investment.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “At Moyes Investments, we respect that money is not everything but we also know it represents something to you.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “We only do one thing and we do it really well: help you make the most of your investments.* We never pay our employees a sales commission so you have pressure-free conversations.*…” Recorded in the RevenueBase company graph · Sep 20, 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 “nonprofit investment 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 85 nonprofit investment advisors based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 411 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Nonprofit investment advisors based in the United Kingdom at a glance
As of Sep 20, 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 85 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 “nonprofit investment 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 411 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 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.
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 “nonprofit investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many nonprofit investment advisors are there based in the United Kingdom?
RevenueBase identified 85 company matches for nonprofit investment advisors associated with the United Kingdom as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Close Brothers Asset Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most nonprofit investment advisors?
London leads with 29 company records, followed by Edinburgh (3) and Glasgow (3).
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 411 professional contacts with verified work emails tracked across these 85 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 85 nonprofit investment advisors based in the United Kingdom. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Nonprofit investment advisors based in Atlanta, United States
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Company intelligence · public preview
Top 25 nonprofit investment 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 85 matching company records for nonprofit investment advisors based in the United Kingdom, with 830 tracked contacts and 411 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: September 20, 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 nonprofit investment 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 |  Close Brothers Asset Managementclosebrothersam.comHQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 392 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Greystone Financial Servicesgreystonefs.co.uk HQ: Scott Drive, United KingdomReported employees: 51-200 | Scott Drive, United Kingdom | 51-200 | Exact match | 75 contacts → |
“Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Holden & Partnersholden-partners.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 31 contacts → |
“Holden & Partners are an independent financial adviser (IFA) primarily based in London (Farringdon), the South East and East Anglia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Thomson Tyndallthomsontyndall.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Our clients tell us that truly independent advice is important to them, a view we have always shared.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Sutherland Independentsutherlandindependent.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Chartered Financial Planning Business” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | BPH Wealth Certified B Corpbphwealth.co.uk HQ: Harpenden, United KingdomReported employees: 11-50 | Harpenden, United Kingdom | 11-50 | Exact match | 13 contacts → |
“BpH Wealth is a fee-based Lifestyle Wealth Management Practice providing independent financial advice, financial planning and asset management for our clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Pmcl Consultingpmclconsulting.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 12 contacts → |
“PMCL Consulting has a dedicated focus on non-for-profit and public sectors, acknowledging their specific investment needs and understanding the complex dynamics of charity trustee…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Financial Options Groupfinancialopts.co.uk HQ: Bury, United KingdomReported employees: 11-50 | Bury, United Kingdom | 11-50 | Exact match | 10 contacts → |
“Delivering comprehensive personal and corporate financial planning, the Financial Options Group is a trusted source of financial advice which guides clients in every stage of…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Justfajustfa.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 9 contacts → |
“JustFA is all-in-one advice & investment platform for financial advisers to run and grow their businesses online.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Hunter Wealth Managementhunterifa.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 9 contacts → |
“We provide clear unbiased advice following a thorough consultation and extensive fund and product research.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  RED IFA Nottingham Limitedredifa.co.ukHQ: Nottingham, United KingdomReported employees: 1-10 | Nottingham, United Kingdom | 1-10 | Exact match | 8 contacts → |
“RED IFA (NOTTINGHAM) LIMITED is an Independent Financial Advisers based at Nottingham Business Park, NG8 6PY” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Money Advice And Planning LTDmapfinances.co.ukHQ: Park, United KingdomReported employees: 1-10 | Park, United Kingdom | 1-10 | Exact match | 7 contacts → |
“MONEY ADVICE & PLANNING LTD are independent financial advisers based in ST.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ethical Investors UK LTDethicalinvestors.co.ukHQ: Cheltenham, United KingdomReported employees: 11-50 | Cheltenham, United Kingdom | 11-50 | Exact match | 6 contacts → |
“We are happily unusual in the world of financial advisers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Paladin Advicepaladinadvice.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 6 contacts → |
“We provide exceptional, honest and independent independent financial advice predominantly to vulnerable individuals, trustees and charities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Dart Mortgages Partnershipdartmortgages.co.uk HQ: Teignmouth, United KingdomReported employees: 1-10 | Teignmouth, United Kingdom | 1-10 | Exact match | 5 contacts → |
“We specialise in providing you with quality, professional Financial Advice that you can trust.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Asset Wealth Management LLPawmifa.co.uk HQ: Letchworth Garden City, United KingdomReported employees: 11-50 | Letchworth Garden City, United Kingdom | 11-50 | Exact match | 5 contacts → |
“With an extensive experience in financial planning, Asset Wealth Management offers a professional service to both individuals and businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Platinum Financial Services LTDplatinumfsl.com HQ: Northwich, United KingdomReported employees: 1-10 | Northwich, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Platinum Financial Services are a firm of Independent Financial Advisors offering bespoke and innovative financial planning solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | JCHjchpm.co.uk HQ: Lincoln, United KingdomReported employees: 1-10 | Lincoln, United Kingdom | 1-10 | Exact match | 4 contacts → |
“At jch: we work as the Personal Chief Financial Officer for our High Net Worth, Corporate, Trust and Charity Clients to ensure wealth protection, wealth enhancement and transfer…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Hanbury Wealthhanburywealth.co.uk HQ: Bishop's Stortford, United KingdomReported employees: 11-50 | Bishop's Stortford, United Kingdom | 11-50 | Exact match | 4 contacts → |
“Hanbury Wealth - Independent Financial Advisors” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Prime Wealth Planningprimewealth.co.uk HQ: Solihull, United KingdomReported employees: 1-10 | Solihull, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Prime Wealth is a firm of independent financial advisers, assisting individuals, business owners and trustees with a broad range of financial planning, investment, retirement and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Footes Financial Planning UKfootes-financialplanning.co.ukHQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 3 contacts → |
“A strong and well-established firm who offer a range of services to help you get your financial life in order, and to create the life you want through a range of services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The Ethical Partnership LTDthe-ethical-partnership.co.uk HQ: Southampton, United KingdomReported employees: 1-10 | Southampton, United Kingdom | 1-10 | Exact match | 3 contacts → |
“The Ethical Partnership is an independent financial advisor (IFA) specialising in SRI and Ethical Investment.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Capital Gains Limitedcapitalgains.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Moyes Investmentsmoyes.investments HQ: Newmarket, United KingdomReported employees: 1-10 | Newmarket, United Kingdom | 1-10 | Exact match | 3 contacts → |
“At Moyes Investments, we respect that money is not everything but we also know it represents something to you.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Clarityamclarityam.com HQ: Tonbridge, United KingdomReported employees: 1-10 | Tonbridge, United Kingdom | 1-10 | Exact match | 3 contacts → |
“We only do one thing and we do it really well: help you make the most of your investments.* We never pay our employees a sales commission so you have pressure-free conversations.*…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 85 company matches
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Nonprofit investment advisors: dataset insights
September 20, 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
83 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 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 85 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: September 20, 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 ↗
Questions about this company list
What does Exact match mean for nonprofit investment 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 nonprofit investment advisors did RevenueBase find based in the United Kingdom?
The saved snapshot records 85 matching company records, 830 tracked contacts and 411 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: September 20, 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
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Cite this list
RevenueBase Data Team. Top 25 nonprofit investment advisors based in the United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/nonprofit-investment-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
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- New lists
- Nonprofit investment advisors based in Atlanta, United States
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Company intelligence · public preview
Top 25 nonprofit investment advisors based in the United Kingdom
RevenueBase records 85 matching company records for nonprofit investment advisors based in the United Kingdom, with 830 tracked contacts and 411 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: September 20, 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 nonprofit investment 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 | Close Brothers Asset Managementclosebrothersam.com HQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 392 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Greystone Financial Servicesgreystonefs.co.uk HQ: Scott Drive, United KingdomReported employees: 51-200 | Scott Drive, United Kingdom | 51-200 | Exact match | 75 contacts → |
“Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Holden & Partnersholden-partners.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 31 contacts → |
“Holden & Partners are an independent financial adviser (IFA) primarily based in London (Farringdon), the South East and East Anglia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Thomson Tyndallthomsontyndall.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Our clients tell us that truly independent advice is important to them, a view we have always shared.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Sutherland Independentsutherlandindependent.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Chartered Financial Planning Business” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | BPH Wealth Certified B Corpbphwealth.co.uk HQ: Harpenden, United KingdomReported employees: 11-50 | Harpenden, United Kingdom | 11-50 | Exact match | 13 contacts → |
“BpH Wealth is a fee-based Lifestyle Wealth Management Practice providing independent financial advice, financial planning and asset management for our clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Pmcl Consultingpmclconsulting.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 12 contacts → |
“PMCL Consulting has a dedicated focus on non-for-profit and public sectors, acknowledging their specific investment needs and understanding the complex dynamics of charity trustee…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Financial Options Groupfinancialopts.co.uk HQ: Bury, United KingdomReported employees: 11-50 | Bury, United Kingdom | 11-50 | Exact match | 10 contacts → |
“Delivering comprehensive personal and corporate financial planning, the Financial Options Group is a trusted source of financial advice which guides clients in every stage of…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Justfajustfa.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 9 contacts → |
“JustFA is all-in-one advice & investment platform for financial advisers to run and grow their businesses online.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Hunter Wealth Managementhunterifa.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 9 contacts → |
“We provide clear unbiased advice following a thorough consultation and extensive fund and product research.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | RED IFA Nottingham Limitedredifa.co.uk HQ: Nottingham, United KingdomReported employees: 1-10 | Nottingham, United Kingdom | 1-10 | Exact match | 8 contacts → |
“RED IFA (NOTTINGHAM) LIMITED is an Independent Financial Advisers based at Nottingham Business Park, NG8 6PY” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Money Advice And Planning LTDmapfinances.co.uk HQ: Park, United KingdomReported employees: 1-10 | Park, United Kingdom | 1-10 | Exact match | 7 contacts → |
“MONEY ADVICE & PLANNING LTD are independent financial advisers based in ST.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ethical Investors UK LTDethicalinvestors.co.uk HQ: Cheltenham, United KingdomReported employees: 11-50 | Cheltenham, United Kingdom | 11-50 | Exact match | 6 contacts → |
“We are happily unusual in the world of financial advisers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Paladin Advicepaladinadvice.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 6 contacts → |
“We provide exceptional, honest and independent independent financial advice predominantly to vulnerable individuals, trustees and charities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Dart Mortgages Partnershipdartmortgages.co.uk HQ: Teignmouth, United KingdomReported employees: 1-10 | Teignmouth, United Kingdom | 1-10 | Exact match | 5 contacts → |
“We specialise in providing you with quality, professional Financial Advice that you can trust.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Asset Wealth Management LLPawmifa.co.uk HQ: Letchworth Garden City, United KingdomReported employees: 11-50 | Letchworth Garden City, United Kingdom | 11-50 | Exact match | 5 contacts → |
“With an extensive experience in financial planning, Asset Wealth Management offers a professional service to both individuals and businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Platinum Financial Services LTDplatinumfsl.com HQ: Northwich, United KingdomReported employees: 1-10 | Northwich, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Platinum Financial Services are a firm of Independent Financial Advisors offering bespoke and innovative financial planning solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | JCHjchpm.co.uk HQ: Lincoln, United KingdomReported employees: 1-10 | Lincoln, United Kingdom | 1-10 | Exact match | 4 contacts → |
“At jch: we work as the Personal Chief Financial Officer for our High Net Worth, Corporate, Trust and Charity Clients to ensure wealth protection, wealth enhancement and transfer…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Hanbury Wealthhanburywealth.co.uk HQ: Bishop's Stortford, United KingdomReported employees: 11-50 | Bishop's Stortford, United Kingdom | 11-50 | Exact match | 4 contacts → |
“Hanbury Wealth - Independent Financial Advisors” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Prime Wealth Planningprimewealth.co.uk HQ: Solihull, United KingdomReported employees: 1-10 | Solihull, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Prime Wealth is a firm of independent financial advisers, assisting individuals, business owners and trustees with a broad range of financial planning, investment, retirement and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Footes Financial Planning UKfootes-financialplanning.co.uk HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 3 contacts → |
“A strong and well-established firm who offer a range of services to help you get your financial life in order, and to create the life you want through a range of services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The Ethical Partnership LTDthe-ethical-partnership.co.uk HQ: Southampton, United KingdomReported employees: 1-10 | Southampton, United Kingdom | 1-10 | Exact match | 3 contacts → |
“The Ethical Partnership is an independent financial advisor (IFA) specialising in SRI and Ethical Investment.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Capital Gains Limitedcapitalgains.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Moyes Investmentsmoyes.investments HQ: Newmarket, United KingdomReported employees: 1-10 | Newmarket, United Kingdom | 1-10 | Exact match | 3 contacts → |
“At Moyes Investments, we respect that money is not everything but we also know it represents something to you.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Clarityamclarityam.com HQ: Tonbridge, United KingdomReported employees: 1-10 | Tonbridge, United Kingdom | 1-10 | Exact match | 3 contacts → |
“We only do one thing and we do it really well: help you make the most of your investments.* We never pay our employees a sales commission so you have pressure-free conversations.*…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Nonprofit investment advisors: dataset insights
September 20, 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
83 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 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 85 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: September 20, 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 ↗
Questions about this company list
What does Exact match mean for nonprofit investment 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 nonprofit investment advisors did RevenueBase find based in the United Kingdom?
The saved snapshot records 85 matching company records, 830 tracked contacts and 411 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: September 20, 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 nonprofit investment advisors based in the United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/nonprofit-investment-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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