Company lists · Data refreshed September 2026

Top 25 Nonprofit investment consultants based in the United Kingdom

RevenueBase identified 129 company matches for nonprofit investment consultants associated with the United Kingdom as of September 2026 and tracks 1,407 professional contacts across them, including 663 with verified work emails. London is the largest hub.

This list covers company matches for nonprofit investment consultants 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 21, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built
129Companies
1,407Contacts tracked
663Verified emails
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The 25 largest nonprofit investment consultants based in the United Kingdom

Ranked by team size
Top 25 of 129 company matches for nonprofit investment consultants based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchLondon, United KingdomHQ recorded Sep 21, 2026201-500589 contacts →

Exact match

“At Chase de Vere, we believe the only worthwhile advice is independent advice.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2Exact matchChorley, United KingdomHQ recorded Sep 21, 202651-20084 contacts →

Exact match

“Amber River True Bearing.the new name for True Bearing Chartered Financial Planners”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3Exact matchScott Drive, United KingdomHQ recorded Sep 21, 202651-20075 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 21, 2026 · View company records in RevenueBase
4Exact matchAlton, United KingdomHQ recorded Sep 21, 202651-20048 contacts →

Exact match

“Murdoch Asset Management is a large regional IFA, currently managing in excess of £700 million of assets for our private client base.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5Exact matchTaunton, United KingdomHQ recorded Sep 21, 202611-5025 contacts →

Exact match

“Welcome to Milsted Langdon Financial Services Limited, independent financial advisers in Bath, Taunton, Bristol and Yeovil.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6Exact matchBarlborough, United KingdomHQ recorded Sep 21, 202611-5022 contacts →

Exact match

“Harvest Associates is a company of Independent Financial Advisers offering bespoke financial advice to individuals and businesses.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7Exact matchNorwich, United KingdomHQ recorded Sep 21, 20261-1018 contacts →

Exact match

“A refreshingly different approach to financial advice – a real interest in what drives you and your business.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8Exact matchHarpenden, United KingdomHQ recorded Sep 21, 202611-5013 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 21, 2026 · View company records in RevenueBase
9Exact matchLondon, United KingdomHQ recorded Sep 21, 20261-1012 contacts →

Exact match

“Helping donors respond to the urgency of climate change.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10Exact matchLondon, United KingdomHQ recorded Sep 21, 20261-1012 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 21, 2026 · View company records in RevenueBase
11Exact matchManchester, United KingdomHQ recorded Sep 21, 202611-5011 contacts →

Exact match

“GENESIS WEALTH MANAGEMENT LIMITED are independent financial advisers with offices in Manchester and Glasgow.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12Exact matchSheffield, United KingdomHQ recorded Sep 21, 202611-5011 contacts →

Exact match

“Futures Assured Limited was established in and has grown into a trusted financial planning firm.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13Exact matchLondon, United KingdomHQ recorded Sep 21, 202611-5011 contacts →

Exact match

“Money Tree Fundraising is a trusted expert in the philanthropic sector, dedicated to transforming how charities and philanthropists achieve their ambitions.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14Exact matchEdinburgh, United KingdomHQ recorded Sep 21, 20261-109 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 21, 2026 · View company records in RevenueBase
15Exact matchHull, United KingdomHQ recorded Sep 21, 20261-108 contacts →

Exact match

“Our business is you We know that no individual or family is the same.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16Exact matchNewcastle Upon Tyne, United KingdomHQ recorded Sep 21, 20261-108 contacts →

Exact match

“River Birch Newman is not just a financial advisory firm: we’re your trusted partners on your financial journey.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17Exact matchChichester, United KingdomHQ recorded Sep 21, 20261-108 contacts →

Exact match

“We deliver award-winning, face-to-face financial advice designed to make a real difference.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18Exact matchIpswich, United KingdomHQ recorded Sep 21, 202611-507 contacts →

Exact match

“We hope to offer you peace of mind from the worries of unexpected costs, reacting to market ups and downs and tax planning by providing a personal, professional service.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19Exact matchPark, United KingdomHQ recorded Sep 21, 20261-107 contacts →

Exact match

“MONEY ADVICE & PLANNING LTD are independent financial advisers based in ST.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20Exact matchCheltenham, United KingdomHQ recorded Sep 21, 202611-506 contacts →

Exact match

“We are happily unusual in the world of financial advisers.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21Exact matchLondon, United KingdomHQ recorded Sep 21, 20261-106 contacts →

Exact match

“Perscitus is an independent, London based investment consultant.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22Exact matchEdinburgh, United KingdomHQ recorded Sep 21, 20261-106 contacts →

Exact match

“GMB Portfolio Services Ltd are Independent Financial Advisers based at 2 Houstoun Interchange, Livingston, EH54 5DW”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23Exact matchEnfield, United KingdomHQ recorded Sep 21, 20261-105 contacts →

Exact match

“Archers Financial Services Ltd was established in 1991 and is today a leading provider of professional and independent financial advice in North London.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24Exact matchPortadown, United KingdomHQ recorded Sep 21, 202611-505 contacts →

Exact match

“Our aim is to build a clear understanding of your individual circumstances, needs and wider financial aspirations.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25Exact matchMiddlesbrough, United KingdomHQ recorded Sep 21, 20261-105 contacts →

Exact match

“Sandmartin Financial Advisers is a company based out of Middlesbrough, United Kingdom.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

Showing 25 of 129 nonprofit investment consultants based in the United Kingdom

See the full list, filter by size, metro and specialty, and access 663 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Nonprofit investment consultants based in the United Kingdom at a glance

As of Sep 21, 2026
47.1%Verified-email coverage
10.9Average contacts per company
1-10Median size (employees)
34.1%Largest-city concentration · London
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
98
11-50
24
51-200
6
201-500
1

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 129 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 consultants” 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 663 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 21, 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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 129 company matches for nonprofit investment consultants 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?

Chase DE Vere tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most nonprofit investment consultants?

London leads with 44 company records, followed by Bristol (4) and Edinburgh (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 663 professional contacts with verified work emails tracked across these 129 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 21, 2026.

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About this data

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