Company lists · Data refreshed September 2026
Top 21 Personal financial advisors based in Birmingham, United Kingdom
RevenueBase identified 40 company matches for personal financial advisors associated with Birmingham, United Kingdom as of September 2026 and tracks 1,425 professional contacts across them, including 954 with verified work emails. Across the United Kingdom, London is the largest hub for this category (643 companies); Birmingham has 40.
This list covers company matches for personal financial advisors associated with Birmingham, 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 21 largest personal financial advisors based in Birmingham, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 689 contacts → | ||||
Exact match “We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 489 contacts → | ||||
Exact match “Ready to make baffling jargon and unclear advice a thing of the past?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 33 contacts → | ||||
Exact match “Heligan Group redefines banking for the modern era, blending trusted financial guidance with the latest insights and innovations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 20 contacts → | ||||
Exact match “Breslins is a leading firm of Chartered Accountants, Business Consultants and Marketing Strategists, helping ambitious businesses across the Midlands and beyond achieve…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 14 contacts → | ||||
Exact match “Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 14 contacts → | ||||
Exact match “We launched William James with one aim – to provide the best possible service to our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 13 contacts → | ||||
Exact match “Colmore Partners is led by Richard Meek and Wendy Fellows who, between them, have over 50 years experience in the financial planning industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “Whateley Wealth Management Ltd is an Independent Financial Advisory practice based in Cofton Hackett, Birmingham offering advice to personal and business clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “Margetts Wealth Management is a financial services company based on the edge of the Jewellery Quarter in Birmingham” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “Wealth Management that puts you first!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Chatfield provides individuals and trustees with bespoke and impartial financial planning advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 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 | |||||
| 13 | 2 contacts → | ||||
Exact match “International Financial Advisers who specialise in wealth accumulation and retirement management for the international and expatriate market.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Financial Planning done well can accelerate your journey to Financial Freedom, avoiding the potential pitfalls along the way.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “RMS Wealth Management provides high quality, bespoke, lifestyle financial planning and wealth management services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Molveno Wealth Planning is a modern independent financial advice firm based in the West Midlands, working with clients across the UK.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “We are based in the heart of England, with clients across the UK and abroad.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Independent financial planners” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Sterling Financial Planning is a Midlands based firm which specialises in giving tailored financial planning advice to Doctors and Dentists and Entrepreneurs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “1801 Financial Planning is a small independent financial advice company, with its founding director, Andy, having over 20 years experience in the industry.” 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 “personal financial 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 21 of 40 personal financial advisors based in Birmingham, United Kingdom
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Personal financial advisors based in Birmingham, United Kingdom at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United Kingdom list rather than for Birmingham, so it is reported there. Company counts and contact totals on this page are exact for Birmingham, over 40 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 Birmingham, United Kingdom whose business descriptions match “personal financial 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 954 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.
Personal financial advisors by metro in the United Kingdom
- Personal financial advisors in London643
- Personal financial advisors in Manchester68
- Personal financial advisors in Glasgow64
- Personal financial advisors in Bristol62
- Personal financial advisors in Edinburgh57
- Personal financial advisors in Leeds55
- Personal financial advisors in Belfast35
- Personal financial advisors in Nottingham31
- Personal financial advisors in Cardiff30
- Personal financial advisors in Norwich29
- Personal financial advisors in Newcastle Upon Tyne28
- Personal financial advisors in Liverpool25
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 “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal financial advisors are there based in Birmingham, United Kingdom?
RevenueBase identified 40 company matches for personal financial advisors associated with Birmingham, 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?
Succession Wealth 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 personal financial advisors?
London leads the United Kingdom with 643 company records, followed by Manchester (68) and Glasgow (64). Birmingham has 40.
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 954 professional contacts with verified work emails tracked across these 40 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 40 personal financial advisors based in Birmingham, United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
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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
- Personal financial advisors based in Adelaide, Australia
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Company intelligence · public preview
Top 21 personal financial advisors based in Birmingham, 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 40 matching company records for personal financial advisors based in Birmingham, United Kingdom, with 1,425 tracked contacts and 954 verified work emails.
This public preview shows 21 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 21 personal financial advisors based in Birmingham, United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Succession Wealthsuccessionwealth.co.ukHQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 689 contacts → |
“We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ascot Lloydascotlloyd.co.ukHQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 489 contacts → |
“Ready to make baffling jargon and unclear advice a thing of the past?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Heligan Groupheligangroup.comHQ: Birmingham, United KingdomReported employees: 11-50 | Birmingham, United Kingdom | 11-50 | Exact match | 33 contacts → |
“Heligan Group redefines banking for the modern era, blending trusted financial guidance with the latest insights and innovations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Breslinsbreslins.co.ukHQ: Birmingham, United KingdomReported employees: 11-50 | Birmingham, United Kingdom | 11-50 | Exact match | 20 contacts → |
“Breslins is a leading firm of Chartered Accountants, Business Consultants and Marketing Strategists, helping ambitious businesses across the Midlands and beyond achieve…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Succession Advisory Services LTDsuccessionadvisoryservices.com HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 14 contacts → |
“Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  William James Financial Serviceswilliamjamesfs.co.ukHQ: Birmingham, United KingdomReported employees: 11-50 | Birmingham, United Kingdom | 11-50 | Exact match | 14 contacts → |
“We launched William James with one aim – to provide the best possible service to our clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Colmore Partnerscolmorepartners.co.ukHQ: Birmingham, United KingdomReported employees: 11-50 | Birmingham, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Colmore Partners is led by Richard Meek and Wendy Fellows who, between them, have over 50 years experience in the financial planning industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Whateley Wealth Management LTDwhateleywm.co.uk HQ: Birmingham, United KingdomReported employees: 11-50 | Birmingham, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Whateley Wealth Management Ltd is an Independent Financial Advisory practice based in Cofton Hackett, Birmingham offering advice to personal and business clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Margetts Wealth Management Limitedmargettswealth.co.ukHQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Margetts Wealth Management is a financial services company based on the edge of the Jewellery Quarter in Birmingham” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Barnett Ravenscroft Wealth Managementbrwm.co.ukHQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Wealth Management that puts you first!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Chatfield Private Client Limitedchatfieldprivateclient.comHQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Chatfield provides individuals and trustees with bespoke and impartial financial planning advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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. | |||||
| 13 |  Galileo Wealthgalileo-wealth.comHQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 2 contacts → |
“International Financial Advisers who specialise in wealth accumulation and retirement management for the international and expatriate market.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Peak Life Financial Planningpeaklifefp.co.ukHQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Financial Planning done well can accelerate your journey to Financial Freedom, avoiding the potential pitfalls along the way.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  RMS Wealth Managementrmswealth.co.ukHQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 1 contacts → |
“RMS Wealth Management provides high quality, bespoke, lifestyle financial planning and wealth management services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Coach House Wealth Solutions Limitedcoachhousewealth.co.uk HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Molveno Wealth Planningmolvenowealthplanning.co.uk HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Molveno Wealth Planning is a modern independent financial advice firm based in the West Midlands, working with clients across the UK.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Packenham Wealthpackenhamw.comHQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 1 contacts → |
“We are based in the heart of England, with clients across the UK and abroad.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Cartesian Wealth Limitedcartesianwealth.co.ukHQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Independent financial planners” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Sterling Financial Planning Limitedsterling-ifa.co.ukHQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Sterling Financial Planning is a Midlands based firm which specialises in giving tailored financial planning advice to Doctors and Dentists and Entrepreneurs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  1801 Financial Planning1801fp.comHQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 1 contacts → |
“1801 Financial Planning is a small independent financial advice company, with its founding director, Andy, having over 20 years experience in the industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 40 company matches
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Personal financial 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
40 records in the displayed employee bands.
0 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 Birmingham, so it is reported there. Company counts and contact totals on this page are exact for Birmingham, over 40 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 ↗
Personal financial advisors by metro in the United Kingdom
- Personal financial advisors in London643
- Personal financial advisors in Manchester68
- Personal financial advisors in Glasgow64
- Personal financial advisors in Bristol62
- Personal financial advisors in Edinburgh57
- Personal financial advisors in Leeds55
- Personal financial advisors in Belfast35
- Personal financial advisors in Nottingham31
- Personal financial advisors in Cardiff30
- Personal financial advisors in Norwich29
- Personal financial advisors in Newcastle Upon Tyne28
- Personal financial advisors in Liverpool25
Questions about this company list
What does Exact match mean for personal financial 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 personal financial advisors did RevenueBase find based in Birmingham, United Kingdom?
The saved snapshot records 40 matching company records, 1,425 tracked contacts and 954 verified emails. The public preview displays 21 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
Personal financial advisors by geography
- Personal financial advisors based in Adelaide, Australia
- Personal financial advisors based in Brisbane City, Australia
- Personal financial advisors based in Brisbane, Australia
- Personal financial advisors based in Melbourne, Australia
- Personal financial advisors based in North Sydney, Australia
- Personal financial advisors based in Parramatta, Australia
- Personal financial advisors based in Perth, Australia
- Personal financial advisors based in Sydney, Australia
- Personal financial advisors based in Belo Horizonte, Brazil
- Personal financial advisors based in Curitiba, Brazil
- Personal financial advisors based in Porto Alegre, Brazil
- Personal financial advisors based in Rio De Janeiro, Brazil
Cite this list
RevenueBase Data Team. Top 21 personal financial advisors based in Birmingham, United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/united-kingdom/birmingham.
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
- Personal financial advisors based in Adelaide, Australia
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Company intelligence · public preview
Top 21 personal financial advisors based in Birmingham, United Kingdom
RevenueBase records 40 matching company records for personal financial advisors based in Birmingham, United Kingdom, with 1,425 tracked contacts and 954 verified work emails.
This public preview shows 21 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 21 personal financial advisors based in Birmingham, United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Succession Wealthsuccessionwealth.co.uk HQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 689 contacts → |
“We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ascot Lloydascotlloyd.co.uk HQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 489 contacts → |
“Ready to make baffling jargon and unclear advice a thing of the past?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Heligan Groupheligangroup.com HQ: Birmingham, United KingdomReported employees: 11-50 | Birmingham, United Kingdom | 11-50 | Exact match | 33 contacts → |
“Heligan Group redefines banking for the modern era, blending trusted financial guidance with the latest insights and innovations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Breslinsbreslins.co.uk HQ: Birmingham, United KingdomReported employees: 11-50 | Birmingham, United Kingdom | 11-50 | Exact match | 20 contacts → |
“Breslins is a leading firm of Chartered Accountants, Business Consultants and Marketing Strategists, helping ambitious businesses across the Midlands and beyond achieve…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Succession Advisory Services LTDsuccessionadvisoryservices.com HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 14 contacts → |
“Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | William James Financial Serviceswilliamjamesfs.co.uk HQ: Birmingham, United KingdomReported employees: 11-50 | Birmingham, United Kingdom | 11-50 | Exact match | 14 contacts → |
“We launched William James with one aim – to provide the best possible service to our clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Colmore Partnerscolmorepartners.co.uk HQ: Birmingham, United KingdomReported employees: 11-50 | Birmingham, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Colmore Partners is led by Richard Meek and Wendy Fellows who, between them, have over 50 years experience in the financial planning industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Whateley Wealth Management LTDwhateleywm.co.uk HQ: Birmingham, United KingdomReported employees: 11-50 | Birmingham, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Whateley Wealth Management Ltd is an Independent Financial Advisory practice based in Cofton Hackett, Birmingham offering advice to personal and business clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Margetts Wealth Management Limitedmargettswealth.co.uk HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Margetts Wealth Management is a financial services company based on the edge of the Jewellery Quarter in Birmingham” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Barnett Ravenscroft Wealth Managementbrwm.co.uk HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Wealth Management that puts you first!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Chatfield Private Client Limitedchatfieldprivateclient.com HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Chatfield provides individuals and trustees with bespoke and impartial financial planning advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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. | |||||
| 13 | Galileo Wealthgalileo-wealth.com HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 2 contacts → |
“International Financial Advisers who specialise in wealth accumulation and retirement management for the international and expatriate market.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Peak Life Financial Planningpeaklifefp.co.uk HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Financial Planning done well can accelerate your journey to Financial Freedom, avoiding the potential pitfalls along the way.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | RMS Wealth Managementrmswealth.co.uk HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 1 contacts → |
“RMS Wealth Management provides high quality, bespoke, lifestyle financial planning and wealth management services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Coach House Wealth Solutions Limitedcoachhousewealth.co.uk HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Molveno Wealth Planningmolvenowealthplanning.co.uk HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Molveno Wealth Planning is a modern independent financial advice firm based in the West Midlands, working with clients across the UK.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Packenham Wealthpackenhamw.com HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 1 contacts → |
“We are based in the heart of England, with clients across the UK and abroad.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cartesian Wealth Limitedcartesianwealth.co.uk HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Independent financial planners” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Sterling Financial Planning Limitedsterling-ifa.co.uk HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Sterling Financial Planning is a Midlands based firm which specialises in giving tailored financial planning advice to Doctors and Dentists and Entrepreneurs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 1801 Financial Planning1801fp.com HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 1 contacts → |
“1801 Financial Planning is a small independent financial advice company, with its founding director, Andy, having over 20 years experience in the industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 40 company matches
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Personal financial 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
40 records in the displayed employee bands.
0 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 Birmingham, so it is reported there. Company counts and contact totals on this page are exact for Birmingham, over 40 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 ↗
Personal financial advisors by metro in the United Kingdom
- Personal financial advisors in London643
- Personal financial advisors in Manchester68
- Personal financial advisors in Glasgow64
- Personal financial advisors in Bristol62
- Personal financial advisors in Edinburgh57
- Personal financial advisors in Leeds55
- Personal financial advisors in Belfast35
- Personal financial advisors in Nottingham31
- Personal financial advisors in Cardiff30
- Personal financial advisors in Norwich29
- Personal financial advisors in Newcastle Upon Tyne28
- Personal financial advisors in Liverpool25
Questions about this company list
What does Exact match mean for personal financial 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 personal financial advisors did RevenueBase find based in Birmingham, United Kingdom?
The saved snapshot records 40 matching company records, 1,425 tracked contacts and 954 verified emails. The public preview displays 21 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 21 personal financial advisors based in Birmingham, United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/united-kingdom/birmingham.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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