Company lists · Data refreshed September 2026
Top 25 Personal financial advisors based in London, United Kingdom
RevenueBase identified 643 company matches for personal financial advisors associated with London, United Kingdom as of September 2026 and tracks 20,939 professional contacts across them, including 9,830 with verified work emails. Across the United Kingdom, London is the largest hub for this category.
This list covers company matches for personal financial advisors associated with London, 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 London, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,000 contacts → | ||||
Exact match “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 2,096 contacts → | ||||
Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 1,927 contacts → | ||||
Exact match “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 1,534 contacts → | ||||
Exact match “As one of the UK’s leading wealth management companies, Quilter’s purpose is brighter financial futures for every generation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 721 contacts → | ||||
Exact match “We are now Lloyds Wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 589 contacts → | ||||
Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 505 contacts → | ||||
Exact match “We understand the impact your wealth has today and for generations to come.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 346 contacts → | ||||
Exact match “We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 312 contacts → | ||||
Exact match “Foster Denovo - A multi-award winning national firm of financial advisers We are a UK-wide group with seven offices throughout the country.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 311 contacts → | ||||
Exact match “Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 311 contacts → | ||||
Exact match “By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 284 contacts → | ||||
Exact match “Saltus is an independently owned financial planning and investment management company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 232 contacts → | ||||
Exact match “At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 207 contacts → | ||||
Exact match “Part of Rathbones Group Plc, Investec Wealth & Investment (UK) works closely with individual clients to plan and manage their wealth, and with charities, trusts and clients of…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 198 contacts → | ||||
Exact match “WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 192 contacts → | ||||
Exact match “Handelsbanken Wealth & Asset Management (Handelsbanken Wealth) is the wealth and investment management arm of Handelsbanken in the UK.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 161 contacts → | ||||
Exact match “Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 158 contacts → | ||||
Exact match “We’re building stronger, more secure financial futures for our retirement, investment and protection customers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 135 contacts → | ||||
Exact match “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 127 contacts → | ||||
Exact match “We are here to bring focus back to what truly matters, and redefine the meaning of wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 125 contacts → | ||||
Exact match “Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 111 contacts → | ||||
Exact match “We believe managing your money should be simple.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 110 contacts → | ||||
Exact match “MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 100 contacts → | ||||
Exact match “HFMC Wealth is a UK independent financial adviser specialising in high‑net‑worth clients (£1m–£5m), recognised in the FT Adviser Top 20 and Citywire Top 100.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 98 contacts → | ||||
Exact match “At the Penny Group we offer a deeper understanding of financial services and use our knowledge to help clients realise their life goals.” 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 643 personal financial advisors based in London, United Kingdom
See the full list, filter by size, metro and specialty, and access 9,830 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Personal financial advisors based in London, 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 London, so it is reported there. Company counts and contact totals on this page are exact for London, over 643 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 London, 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 9,830 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 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 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 London, United Kingdom?
RevenueBase identified 643 company matches for personal financial advisors associated with London, 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?
Janus Henderson Investors 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).
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 9,830 professional contacts with verified work emails tracked across these 643 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 643 personal financial advisors based in London, United Kingdom. Start with a free account, no credit card.
Download this list →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
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
- 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
Company intelligence · public preview
Top 25 personal financial advisors based in London, 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 643 matching company records for personal financial advisors based in London, United Kingdom, with 20,939 tracked contacts and 9,830 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 London, 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 |  Janus Henderson Investorsjanushenderson.comHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 3,000 contacts → |
“At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Evelyn Partnersevelyn.comHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,096 contacts → |
“Meet the people behind your future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  RBC Brewin Dolphinbrewin.co.ukHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 1,927 contacts → |
“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Quilterquilter.comHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 1,534 contacts → |
“As one of the UK’s leading wealth management companies, Quilter’s purpose is brighter financial futures for every generation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Schroders Personal Wealthlloydswealth.comHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 721 contacts → |
“We are now Lloyds Wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Chase DE Verechasedevere.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 589 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Cazenove Capitalcazenovecapital.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 505 contacts → |
“We understand the impact your wealth has today and for generations to come.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Atomos Wealthatomos.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 346 contacts → |
“We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Foster Denovofosterdenovo.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 312 contacts → |
“Foster Denovo - A multi-award winning national firm of financial advisers We are a UK-wide group with seven offices throughout the country.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Killik & COkillik.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 311 contacts → |
“Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  JM Finnjmfinn.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 311 contacts → |
“By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Saltussaltus.co.ukHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 284 contacts → |
“Saltus is an independently owned financial planning and investment management company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Kingswood Groupkingswood-group.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 232 contacts → |
“At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Investec Wealth & Investment UKinvestecwin.co.ukHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 207 contacts → |
“Part of Rathbones Group Plc, Investec Wealth & Investment (UK) works closely with individual clients to plan and manage their wealth, and with charities, trusts and clients of…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  WH Irelandwhirelandplc.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 198 contacts → |
“WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Handelsbanken Wealth & Asset Managementwealthandasset.handelsbanken.co.ukHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 192 contacts → |
“Handelsbanken Wealth & Asset Management (Handelsbanken Wealth) is the wealth and investment management arm of Handelsbanken in the UK.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Octopus Moneyoctopusmoney.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 161 contacts → |
“Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Canada Life UK Advisercanadalife.co.ukHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 158 contacts → |
“We’re building stronger, more secure financial futures for our retirement, investment and protection customers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Clearwater Wealth Managementclearwaterwm.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 135 contacts → |
“Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Pinnacle Wealth Managementpinnaclewealth.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 127 contacts → |
“We are here to bring focus back to what truly matters, and redefine the meaning of wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Westminster Wealth Managementwestminster-wealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 125 contacts → |
“Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  FLMflmltd.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 111 contacts → |
“We believe managing your money should be simple.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  MKC Wealthmkcwealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 110 contacts → |
“MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Hfmc Wealthhfmcwealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 100 contacts → |
“HFMC Wealth is a UK independent financial adviser specialising in high‑net‑worth clients (£1m–£5m), recognised in the FT Adviser Top 20 and Citywire Top 100.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  The Penny Groupthepennygroup.co.ukHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 98 contacts → |
“At the Penny Group we offer a deeper understanding of financial services and use our knowledge to help clients realise their life goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 643 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
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
640 records in the displayed employee bands.
3 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 London, so it is reported there. Company counts and contact totals on this page are exact for London, over 643 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 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 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 London, United Kingdom?
The saved snapshot records 643 matching company records, 20,939 tracked contacts and 9,830 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 London, United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/united-kingdom/london.
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
- 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
Company intelligence · public preview
Top 25 personal financial advisors based in London, United Kingdom
RevenueBase records 643 matching company records for personal financial advisors based in London, United Kingdom, with 20,939 tracked contacts and 9,830 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 London, 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 | Janus Henderson Investorsjanushenderson.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 3,000 contacts → |
“At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Evelyn Partnersevelyn.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,096 contacts → |
“Meet the people behind your future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | RBC Brewin Dolphinbrewin.co.uk HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 1,927 contacts → |
“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Quilterquilter.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 1,534 contacts → |
“As one of the UK’s leading wealth management companies, Quilter’s purpose is brighter financial futures for every generation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Schroders Personal Wealthlloydswealth.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 721 contacts → |
“We are now Lloyds Wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Chase DE Verechasedevere.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 589 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Cazenove Capitalcazenovecapital.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 505 contacts → |
“We understand the impact your wealth has today and for generations to come.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Atomos Wealthatomos.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 346 contacts → |
“We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Foster Denovofosterdenovo.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 312 contacts → |
“Foster Denovo - A multi-award winning national firm of financial advisers We are a UK-wide group with seven offices throughout the country.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Killik & COkillik.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 311 contacts → |
“Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | JM Finnjmfinn.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 311 contacts → |
“By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Saltussaltus.co.uk HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 284 contacts → |
“Saltus is an independently owned financial planning and investment management company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Kingswood Groupkingswood-group.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 232 contacts → |
“At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Investec Wealth & Investment UKinvestecwin.co.uk HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 207 contacts → |
“Part of Rathbones Group Plc, Investec Wealth & Investment (UK) works closely with individual clients to plan and manage their wealth, and with charities, trusts and clients of…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | WH Irelandwhirelandplc.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 198 contacts → |
“WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Handelsbanken Wealth & Asset Managementwealthandasset.handelsbanken.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 192 contacts → |
“Handelsbanken Wealth & Asset Management (Handelsbanken Wealth) is the wealth and investment management arm of Handelsbanken in the UK.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Octopus Moneyoctopusmoney.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 161 contacts → |
“Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Canada Life UK Advisercanadalife.co.uk HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 158 contacts → |
“We’re building stronger, more secure financial futures for our retirement, investment and protection customers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Clearwater Wealth Managementclearwaterwm.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 135 contacts → |
“Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Pinnacle Wealth Managementpinnaclewealth.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 127 contacts → |
“We are here to bring focus back to what truly matters, and redefine the meaning of wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Westminster Wealth Managementwestminster-wealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 125 contacts → |
“Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | FLMflmltd.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 111 contacts → |
“We believe managing your money should be simple.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | MKC Wealthmkcwealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 110 contacts → |
“MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Hfmc Wealthhfmcwealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 100 contacts → |
“HFMC Wealth is a UK independent financial adviser specialising in high‑net‑worth clients (£1m–£5m), recognised in the FT Adviser Top 20 and Citywire Top 100.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | The Penny Groupthepennygroup.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 98 contacts → |
“At the Penny Group we offer a deeper understanding of financial services and use our knowledge to help clients realise their life goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 643 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
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
640 records in the displayed employee bands.
3 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 London, so it is reported there. Company counts and contact totals on this page are exact for London, over 643 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 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 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 London, United Kingdom?
The saved snapshot records 643 matching company records, 20,939 tracked contacts and 9,830 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 London, United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/united-kingdom/london.
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
- 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