Company lists · Data refreshed September 2026

Top 25 Nonprofit investment advisors based in the United Kingdom

Name: Nonprofit investment advisors based in the United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 85 companies tracked

RevenueBase identified 85 nonprofit investment advisors headquartered in 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 nonprofit investment advisors headquartered in the United Kingdom, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

85Companies

830Contacts tracked

411Verified emails

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The 25 largest nonprofit investment advisors based in the United Kingdom

Ranked by team size

Top 25 of 85 nonprofit investment advisors based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to nonprofit investment advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Close Brothers Asset Management	Partial evidence	Liverpool Street, United KingdomHQ checked Sep 20, 2026	501-1,000	392 contacts →
	Partial evidence “Expert investment management and financial planning.” Source: RevenueBase Database · checked Sep 20, 2026
2	Greystone Financial Services	Indirect evidence	Scott Drive, United KingdomHQ checked Sep 20, 2026	51-200	75 contacts →
	Indirect evidence “Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Source: RevenueBase Database · checked Sep 20, 2026
3	Holden & Partners	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	11-50	31 contacts →
	Indirect evidence “Holden & Partners are an independent financial adviser (IFA) primarily based in London (Farringdon), the South East and East Anglia.” Source: RevenueBase Database · checked Sep 20, 2026
4	Thomson Tyndall	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	11-50	25 contacts →
	Indirect evidence “Our clients tell us that truly independent advice is important to them, a view we have always shared.” Source: RevenueBase Database · checked Sep 20, 2026
5	Sutherland Independent	Indirect evidence	Edinburgh, United KingdomHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “Chartered Financial Planning Business” Source: RevenueBase Database · checked Sep 20, 2026
6	BPH Wealth Certified B Corp	Indirect evidence	Harpenden, United KingdomHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “BpH Wealth is a fee-based Lifestyle Wealth Management Practice providing independent financial advice, financial planning and asset management for our clients.” Source: RevenueBase Database · checked Sep 20, 2026
7	Pmcl Consulting	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	1-10	12 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
8	Financial Options Group	Indirect evidence	Bury, United KingdomHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
9	Justfa	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial evidence “JustFA is all-in-one advice & investment platform for financial advisers to run and grow their businesses online.” Source: RevenueBase Database · checked Sep 20, 2026
10	Hunter Wealth Management	Indirect evidence	Edinburgh, United KingdomHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “We provide clear unbiased advice following a thorough consultation and extensive fund and product research.” Source: RevenueBase Database · checked Sep 20, 2026
11	RED IFA Nottingham Limited	Indirect evidence	Nottingham, United KingdomHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “RED IFA (NOTTINGHAM) LIMITED is an Independent Financial Advisers based at Nottingham Business Park, NG8 6PY” Source: RevenueBase Database · checked Sep 20, 2026
12	Money Advice And Planning LTD	Indirect evidence	Park, United KingdomHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “MONEY ADVICE & PLANNING LTD are independent financial advisers based in ST.” Source: RevenueBase Database · checked Sep 20, 2026
13	Ethical Investors UK LTD	Indirect evidence	Cheltenham, United KingdomHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “We are happily unusual in the world of financial advisers.” Source: RevenueBase Database · checked Sep 20, 2026
14	Paladin Advice	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “We provide exceptional, honest and independent independent financial advice predominantly to vulnerable individuals, trustees and charities.” Source: RevenueBase Database · checked Sep 20, 2026
15	Dart Mortgages Partnership	Indirect evidence	Teignmouth, United KingdomHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “We specialise in providing you with quality, professional Financial Advice that you can trust.” Source: RevenueBase Database · checked Sep 20, 2026
16	Asset Wealth Management LLP	Indirect evidence	Letchworth Garden City, United KingdomHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “With an extensive experience in financial planning, Asset Wealth Management offers a professional service to both individuals and businesses.” Source: RevenueBase Database · checked Sep 20, 2026
17	Platinum Financial Services LTD	Partial evidence	Northwich, United KingdomHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Platinum Financial Services are a firm of Independent Financial Advisors offering bespoke and innovative financial planning solutions.” Source: RevenueBase Database · checked Sep 20, 2026
18	JCH	Indirect evidence	Lincoln, United KingdomHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
19	Hanbury Wealth	Partial evidence	Bishop's Stortford, United KingdomHQ checked Sep 20, 2026	11-50	4 contacts →
	Partial evidence “Hanbury Wealth - Independent Financial Advisors” Source: RevenueBase Database · checked Sep 20, 2026
20	Prime Wealth Planning	Partial evidence	Solihull, United KingdomHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
21	Footes Financial Planning UK	Indirect evidence	Birmingham, United KingdomHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
22	The Ethical Partnership LTD	Strong evidence	Southampton, United KingdomHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “The Ethical Partnership is an independent financial advisor (IFA) specialising in SRI and Ethical Investment.” Source: RevenueBase Database · checked Sep 20, 2026
23	Capital Gains Limited	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
24	Moyes Investments	Partial evidence	Newmarket, United KingdomHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “At Moyes Investments, we respect that money is not everything but we also know it represents something to you.” Source: RevenueBase Database · checked Sep 20, 2026
25	Clarityam	Partial evidence	Tonbridge, United KingdomHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “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.*…” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: nonprofit investment advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names nonprofit investment advisors.
Partial evidence: Its own public description names part of nonprofit investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name nonprofit investment advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 85 nonprofit investment advisors based in the United Kingdom

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Nonprofit investment advisors based in the United Kingdom at a glance

As of Sep 20, 2026

49.5%Verified-email coverage

9.8Average contacts per company

1-10Median size (employees)

34.1%Largest-city concentration · London

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

1,001-5,000

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among nonprofit investment advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United Kingdom whose own description of what they do matches “nonprofit investment advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names nonprofit investment advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among nonprofit investment advisors, and records with no verified work email. Companies headquartered outside United Kingdom are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 411 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Nonprofit investment advisors by metro

Nonprofit investment advisors in London29

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names nonprofit investment advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many nonprofit investment advisors are there based in the United Kingdom?

RevenueBase identified 85 nonprofit investment advisors headquartered in the United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Close Brothers Asset Management, headquartered in United Kingdom, tops this list with the largest team on record.

Which city has the most nonprofit investment advisors?

London leads with 29 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 411 verified decision-maker contacts tracked across these 85 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.