Company lists · Data refreshed September 2026
Top 25 Personal financial advisors based in Bristol, United Kingdom
RevenueBase identified 62 company matches for personal financial advisors associated with Bristol, United Kingdom as of September 2026 and tracks 2,318 professional contacts across them, including 250 with verified work emails. Across the United Kingdom, London is the largest hub for this category (643 companies); Bristol has 62.
This list covers company matches for personal financial advisors associated with Bristol, 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 personal financial advisors based in Bristol, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,822 contacts → | ||||
Exact match “A little confidence goes a long way.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 90 contacts → | ||||
Exact match “Our vision for Paradigm Norton is based on the fact that ‘we can’t take our money with us’ - that if we look exclusively at money, we only focus on a small part of the picture and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 31 contacts → | ||||
Exact match “At Lansdown Place we want to get to know you.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 27 contacts → | ||||
Exact match “Grosvenor Consultancy Ltd is a well-established firm of Independent Financial Advisers based in the South of England.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 24 contacts → | ||||
Exact match “Digby Associates are a Wealth Management Firm based in the heart of Bristol’s city centre.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 20 contacts → | ||||
Exact match “Clarity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 15 contacts → | ||||
Exact match “We’re a highly qualified team of independent financial planners offering a clear, transparent, common sense approach to planning your financial future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match “Octagon Consultancy is a firm of Chartered Financial Planners, based in Clifton, Bristol.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 14 contacts → | ||||
Exact match “We are a medium sized, forward-thinking firm of financial planners, based in Bristol.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “What do Brunel Wealth do?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “Lampiers Financial Planning: Building on 80 Years of Trust Experience, Trust, Accountability-Your Path to Lifelong Prosperity With roots dating back over 80 years, Lampiers…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “Helping clients make better decisions with money.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “We are specialists in helping you achieve financial wellbeing in later life, as well as providing a full financial planning service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Ifamax Wealth Management | Financial Planning Built Around Real Life Do you have the time, and headspace, to plan your financial future properly?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “Glamis IFA provides tailored Independent Financial Advice to individuals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “Live life by design.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “We believe you benefit the most when financial advice is delivered in a personal and face-to-face manner.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “At Pension Pig, we take time to get to know your individual circumstances and help you make an informed decision all in the comfort of your own home.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “At Cardens, we don’t believe in one-size-fits-all advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “When we sat down and spoke about the concept of Integra, we started with the why, rather than the what and how.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “OPW Chartered Financial Planners is an independent financial advice & wealth management business based in the South West, independent in terms of both proposition and ownership.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Making sense of the financial world is harder than ever.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Financial advisers based in Bristol with decades of experience helping you reach your financial goals of tomorrow by making the right decisions today.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Aspira is a top financial planning company focused on providing best-in-class advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “Aevum Wealth Management offers expert financial advisory services in Bristol, London, and surrounding areas.” 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 25 of 62 personal financial advisors based in Bristol, United Kingdom
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Personal financial advisors based in Bristol, 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 Bristol, so it is reported there. Company counts and contact totals on this page are exact for Bristol, over 62 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 Bristol, 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 250 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 Edinburgh57
- Personal financial advisors in Leeds55
- Personal financial advisors in Birmingham40
- 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 Bristol, United Kingdom?
RevenueBase identified 62 company matches for personal financial advisors associated with Bristol, 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?
Sunlife UK 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). Bristol has 62.
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 250 professional contacts with verified work emails tracked across these 62 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 62 personal financial advisors based in Bristol, 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
- 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 25 personal financial advisors based in Bristol, 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 62 matching company records for personal financial advisors based in Bristol, United Kingdom, with 2,318 tracked contacts and 250 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 personal financial advisors based in Bristol, 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 |  Sunlife UKsunlife.co.ukHQ: Bristol, United KingdomReported employees: Not recorded | Bristol, United Kingdom | Not recorded | Exact match | 1,822 contacts → |
“A little confidence goes a long way.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Paradigm Norton Financial Planningparadigmnorton.co.uk HQ: Bristol, United KingdomReported employees: 51-200 | Bristol, United Kingdom | 51-200 | Exact match | 90 contacts → |
“Our vision for Paradigm Norton is based on the fact that ‘we can’t take our money with us’ - that if we look exclusively at money, we only focus on a small part of the picture and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Lansdown Place Wealth Management LTDlansdownplace.co.ukHQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 31 contacts → |
“At Lansdown Place we want to get to know you.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Grosvenor Consultancy Limitedgrosvenorconsultancy.co.ukHQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 27 contacts → |
“Grosvenor Consultancy Ltd is a well-established firm of Independent Financial Advisers based in the South of England.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Digby Associates LTDdigby-associates.co.ukHQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Digby Associates are a Wealth Management Firm based in the heart of Bristol’s city centre.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Centurion Chartered Financial Plannerscenturioncfp.co.ukHQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 20 contacts → |
“Clarity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  The Aspire Partnership LLPaspirellp.co.ukHQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 15 contacts → |
“We’re a highly qualified team of independent financial planners offering a clear, transparent, common sense approach to planning your financial future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Octagon Consultancy LTDoctagonconsultancy.co.uk HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Octagon Consultancy is a firm of Chartered Financial Planners, based in Clifton, Bristol.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Brighton Williams & Partnersbrightonwilliams.comHQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 14 contacts → |
“We are a medium sized, forward-thinking firm of financial planners, based in Bristol.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Brunel Wealthbrunelwealth.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 14 contacts → |
“What do Brunel Wealth do?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Lampiers Financial Planninglampiers.comHQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Lampiers Financial Planning: Building on 80 Years of Trust Experience, Trust, Accountability-Your Path to Lifelong Prosperity With roots dating back over 80 years, Lampiers…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Ellis Davies Financial Planning LTDellisdaviesfp.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Helping clients make better decisions with money.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Rathmore Financial Limitedrathmorefinancial.com HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 5 contacts → |
“We are specialists in helping you achieve financial wellbeing in later life, as well as providing a full financial planning service.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ifamax Wealth Managementifamax.comHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Ifamax Wealth Management | Financial Planning Built Around Real Life Do you have the time, and headspace, to plan your financial future properly?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Glamis IFAglamis-ifa.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Glamis IFA provides tailored Independent Financial Advice to individuals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Frazer Jamesfrazerjames.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Live life by design.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Harold Stephensharoldstephens.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 5 contacts → |
“We believe you benefit the most when financial advice is delivered in a personal and face-to-face manner.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Pension PIGpensionpig.co.ukHQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 4 contacts → |
“At Pension Pig, we take time to get to know your individual circumstances and help you make an informed decision all in the comfort of your own home.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Cardenscardens.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 4 contacts → |
“At Cardens, we don’t believe in one-size-fits-all advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Integra Financial LTDintegraf.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 4 contacts → |
“When we sat down and spoke about the concept of Integra, we started with the why, rather than the what and how.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  OPW Chartered Financial Plannersopwcfp.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 3 contacts → |
“OPW Chartered Financial Planners is an independent financial advice & wealth management business based in the South West, independent in terms of both proposition and ownership.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Operii Financial Planning LLPoperii.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Making sense of the financial world is harder than ever.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Domus Financial Servicesdomusfinancial.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Financial advisers based in Bristol with decades of experience helping you reach your financial goals of tomorrow by making the right decisions today.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Aspira Corporate Solutions Limitedaspirafp.co.uk HQ: Bristol, United KingdomReported employees: 51-200 | Bristol, United Kingdom | 51-200 | Exact match | 2 contacts → |
“Aspira is a top financial planning company focused on providing best-in-class advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Aevum Wealth Managementaevumwealth.comHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Aevum Wealth Management offers expert financial advisory services in Bristol, London, and surrounding areas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 62 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
62 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 Bristol, so it is reported there. Company counts and contact totals on this page are exact for Bristol, over 62 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 Edinburgh57
- Personal financial advisors in Leeds55
- Personal financial advisors in Birmingham40
- 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 Bristol, United Kingdom?
The saved snapshot records 62 matching company records, 2,318 tracked contacts and 250 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
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 25 personal financial advisors based in Bristol, United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/united-kingdom/bristol.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Lists A-Z
- New lists
- Personal financial advisors based in Adelaide, Australia
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Company intelligence · public preview
Top 25 personal financial advisors based in Bristol, United Kingdom
RevenueBase records 62 matching company records for personal financial advisors based in Bristol, United Kingdom, with 2,318 tracked contacts and 250 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 personal financial advisors based in Bristol, 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 | Sunlife UKsunlife.co.uk HQ: Bristol, United KingdomReported employees: Not recorded | Bristol, United Kingdom | Not recorded | Exact match | 1,822 contacts → |
“A little confidence goes a long way.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Paradigm Norton Financial Planningparadigmnorton.co.uk HQ: Bristol, United KingdomReported employees: 51-200 | Bristol, United Kingdom | 51-200 | Exact match | 90 contacts → |
“Our vision for Paradigm Norton is based on the fact that ‘we can’t take our money with us’ - that if we look exclusively at money, we only focus on a small part of the picture and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Lansdown Place Wealth Management LTDlansdownplace.co.uk HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 31 contacts → |
“At Lansdown Place we want to get to know you.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Grosvenor Consultancy Limitedgrosvenorconsultancy.co.uk HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 27 contacts → |
“Grosvenor Consultancy Ltd is a well-established firm of Independent Financial Advisers based in the South of England.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Digby Associates LTDdigby-associates.co.uk HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Digby Associates are a Wealth Management Firm based in the heart of Bristol’s city centre.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Centurion Chartered Financial Plannerscenturioncfp.co.uk HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 20 contacts → |
“Clarity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Aspire Partnership LLPaspirellp.co.uk HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 15 contacts → |
“We’re a highly qualified team of independent financial planners offering a clear, transparent, common sense approach to planning your financial future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Octagon Consultancy LTDoctagonconsultancy.co.uk HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Octagon Consultancy is a firm of Chartered Financial Planners, based in Clifton, Bristol.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Brighton Williams & Partnersbrightonwilliams.com HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 14 contacts → |
“We are a medium sized, forward-thinking firm of financial planners, based in Bristol.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Brunel Wealthbrunelwealth.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 14 contacts → |
“What do Brunel Wealth do?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Lampiers Financial Planninglampiers.com HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Lampiers Financial Planning: Building on 80 Years of Trust Experience, Trust, Accountability-Your Path to Lifelong Prosperity With roots dating back over 80 years, Lampiers…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Ellis Davies Financial Planning LTDellisdaviesfp.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Helping clients make better decisions with money.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Rathmore Financial Limitedrathmorefinancial.com HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 5 contacts → |
“We are specialists in helping you achieve financial wellbeing in later life, as well as providing a full financial planning service.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ifamax Wealth Managementifamax.com HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Ifamax Wealth Management | Financial Planning Built Around Real Life Do you have the time, and headspace, to plan your financial future properly?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Glamis IFAglamis-ifa.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Glamis IFA provides tailored Independent Financial Advice to individuals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Frazer Jamesfrazerjames.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Live life by design.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Harold Stephensharoldstephens.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 5 contacts → |
“We believe you benefit the most when financial advice is delivered in a personal and face-to-face manner.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Pension PIGpensionpig.co.uk HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 4 contacts → |
“At Pension Pig, we take time to get to know your individual circumstances and help you make an informed decision all in the comfort of your own home.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cardenscardens.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 4 contacts → |
“At Cardens, we don’t believe in one-size-fits-all advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Integra Financial LTDintegraf.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 4 contacts → |
“When we sat down and spoke about the concept of Integra, we started with the why, rather than the what and how.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | OPW Chartered Financial Plannersopwcfp.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 3 contacts → |
“OPW Chartered Financial Planners is an independent financial advice & wealth management business based in the South West, independent in terms of both proposition and ownership.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Operii Financial Planning LLPoperii.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Making sense of the financial world is harder than ever.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Domus Financial Servicesdomusfinancial.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Financial advisers based in Bristol with decades of experience helping you reach your financial goals of tomorrow by making the right decisions today.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Aspira Corporate Solutions Limitedaspirafp.co.uk HQ: Bristol, United KingdomReported employees: 51-200 | Bristol, United Kingdom | 51-200 | Exact match | 2 contacts → |
“Aspira is a top financial planning company focused on providing best-in-class advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Aevum Wealth Managementaevumwealth.com HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Aevum Wealth Management offers expert financial advisory services in Bristol, London, and surrounding areas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 62 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
62 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 Bristol, so it is reported there. Company counts and contact totals on this page are exact for Bristol, over 62 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 Edinburgh57
- Personal financial advisors in Leeds55
- Personal financial advisors in Birmingham40
- 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 Bristol, United Kingdom?
The saved snapshot records 62 matching company records, 2,318 tracked contacts and 250 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 personal financial advisors based in Bristol, United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/united-kingdom/bristol.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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